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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

12,831 firms manage $34.5 trillionno broker-dealer ties

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 4544
    Galvin, Gaustad & Stein, LLCScottsdale, AZ · 856 clientsWealth managerWrap sponsor
    Fidelity 100%
    $1.4B
  2. 4545
    Chi-Rho Financial, LLCAtlanta, GA · 5 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  3. 4547
    Hobe Mountain Capital Management LLCWest Palm Beach, FLAsset manager
    No custodian reported
    $1.4B
  4. 4548
    Barlow Wealth Partners, LLCLouisville, KY · 428 clientsWealth managerWrap sponsor
    Fidelity 100%
    $1.4B
  5. 4549
    Pleiad Investment AdvisorsHong Kong, Hong Kong · 13 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  6. 4550
    Gallant Capital Partners LLCLos Angeles, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  7. 4551
    Capital Investment Counsel, LLCDenver, CO · 468 clientsWealth manager
    Schwab 100%
    $1.4B
  8. 4552
    Innovatus Capital Partners, LLCNew York, NY · 21 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  9. 4553
    1315 CapitalPhiladelphia, PA · 11 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  10. 4554
    Fin CapitalSan Francisco, CA · 24 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  11. 4555
    Fifth Avenue Family OfficeNaples, FL · 9 clientsWealth manager
    J.P. Morgan 61%Schwab 31%
    $1.4B
  12. 4556
    Intellus Advisors, LLCNaples, FL · 1,029 clientsWealth managerWrap sponsor
    Raymond James 100%
    $1.4B
  13. 4557
    Moisand Fitzgerald Tamayo, LLCOrlando, FL · 912 clientsWealth manager
    Schwab 100%
    $1.4B
  14. 4558
    Gibraltar Capital Management, Inc.Tulsa, OK · 529 clientsWealth managerBank-affiliated
    Fidelity 73%Schwab 27%
    $1.3B
  15. 4559
    12 West Capital Management LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  16. 4560
    Cross Creek Advisors, LLCSalt Lake City, UT · 16 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  17. 4561
    Standard Crypto Management LP6 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  18. 4562
    776 Management, LLC31 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  19. 4563
    Greenpoint PartnersNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  20. 4565
    Cohalo31 clientsAsset manager
    Schwab 100%
    $1.3B
  21. 4567
    The Milwaukee CompanyThiensville, WI · 56 clientsAsset manager
    Fidelity 100%
    $1.3B
  22. 4568
    Strategy Capital LLCLos Altos, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  23. 4569
    Equity Resource Investments, LLCCambridge, MA · 68 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  24. 4571
    Orangewood Partners Management LLCNew York, NY · 19 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  25. 4572
    Wealth Advisors GroupFort Wayne, IN · 1,057 clientsWealth manager
    Schwab 100%
    $1.3B
  26. 4573
    Lodestar Private Asset Management LLCAlamo, CA · 549 clientsWealth manager
    Schwab 100%
    $1.3B
  27. 4574
    Permira Credit LLCSan Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  28. 4576
    Talbot Financial, LLCBellevue, WA · 269 clientsWealth manager
    Schwab 100%
    $1.3B
  29. 4577
    Payne Capital Management, LLCNew York, NY · 1,011 clientsWealth manager
    Fidelity 100%
    $1.3B
  30. 4578
    Quadcap Wealth Management, LLCFrisco, TX · 582 clientsWealth manager
    Schwab 100%
    $1.3B
  31. 4579
    FMP Wealth AdvisersAustin, TX · 748 clientsWealth manager
    Schwab 100%
    $1.3B
  32. 4581
    FCO Advisors LPNew York, NY · 8 clientsAsset manager
    Pershing 69%Wells Fargo 31%
    $1.3B
  33. 4583
    Colchis Capital Management, L.P.11 clientsPrivate fund adviser
    Computershare Corporate Trust 95%
    $1.3B
  34. 4584
    Aspen Capital Management, LLCBoise, ID · 475 clientsWealth manager
    Schwab 100%
    $1.3B
  35. 4587
    American Pacific GroupLarkspur, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  36. 4588
    Industrial Opportunity Partners, LLCEvanston, IL · 3 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  37. 4590
    Allied Industrial PartnersHouston, TX · 9 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  38. 4591
    Inspire Advisors, LLCMeridian, ID · 3,536 clientsWealth manager
    Schwab 87%
    $1.3B
  39. 4592
    Geometric Wealth Advisors, LLC256 clientsWealth manager
    Schwab 84%
    $1.3B
  40. 4593
    Granite State Capital Management, LPGreenwich, CT · 10 clientsPrivate fund adviser
    No custodian reported
    $1.3B

RIAs by state