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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. 4696
    Promethos Capital, LLCBoston, MA · 26 clientsAsset manager
    State Street 86%
    $1.3B
  2. 4697
    Northstar Fiduciary Partners, LLC185 clientsAsset manager
    John Hancock Distributors 93%
    $1.3B
  3. 4698
    KEB Wealth AdvisorsSpringfield, IL · 696 clientsWealth manager
    Schwab 70%Fidelity 30%
    $1.3B
  4. 4699
    Root Capital - Gestão De Recursos Ltda.São Paulo, Brazil · 37 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  5. 4701
    Promus Asset Management, LLCChicago, IL · 21 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  6. 4702
    L2 Asset Management, LLC86 clientsAsset manager
    Schwab 90%
    $1.3B
  7. 4704
    Arca Wealth, LLCPortsmouth, NH · 1,121 clientsWealth manager
    Schwab 55%Fidelity 45%
    $1.3B
  8. 4705
    Beacon Capital Management, LLCFranklin, TN · 2,098 clientsWealth managerWrap sponsor
    Fidelity 100%
    $1.3B
  9. 4706
    Sagehall Management LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  10. 4707
    Kristal.aiSingapore, Singapore · 16,986 clientsWealth manager
    No custodian reported
    $1.3B
  11. 4708
    Palisade Asset Management, LLCMinneapolis, MN · 118 clientsWealth manager
    Schwab 100%
    $1.3B
  12. 4709
    Ophir Asset Management US LLCDenver, CO · 2 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  13. 4710
    Fortitude Family OfficeScottsdale, AZ · 412 clientsWealth manager
    Schwab 100%
    $1.3B
  14. 4711
    Paul R. Ried Financial Group, LLCBellevue, WA · 1,060 clientsWealth manager
    Pershing 100%
    $1.3B
  15. 4712
    Greenlight Masters, LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  16. 4714
    PFM Health Sciences, LPSan Francisco, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  17. 4716
    Truenorth WealthSalt Lake City, UT · 975 clientsWealth managerWrap sponsor
    SEI 100%
    $1.3B
  18. 4717
    Belveron Real Estate Partners, LLCSan Francisco, CA · 39 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  19. 4718
    Madison River Capital LLCNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  20. 4720
    Chemistry Wealth Management LLCNew York, NY · 558 clientsWealth managerWrap sponsor
    Schwab 100%
    $1.3B
  21. 4721
    Invictus Growth PartnersSan Mateo, CA · 17 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  22. 4722
    Silver Point Specialty Credit Fund Management, LLCGreenwich, CT · 1 clientsAsset manager
    No custodian reported
    $1.3B
  23. 4723
    Andina AdvisorsLogan, UT · 711 clientsWealth manager
    Schwab 100%
    $1.3B
  24. 4724
    Canal Road Capital, LLCMiami, FL · 1 clientsPrivate fund adviser
    Bank of Montreal 83%
    $1.3B
  25. 4725
    Absher Wealth Management, LLCChapel Hill, NC · 691 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $1.3B
  26. 4726
    Enterprise InvestorsNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  27. 4727
    Legato Capital Management, LLCSan Francisco, CA · 8 clientsAsset manager
    State Street 60%J.P. Morgan 40%
    $1.3B
  28. 4728
    Ospraie Management, LLCRye, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  29. 4729
    Montis Financial, LLCWaltham, MA · 580 clientsWealth manager
    Schwab 59%Fidelity 41%
    $1.3B
  30. 4730
    Professional Advisory Services IncVero Beach, FL · 622 clientsWealth manager
    BNY 100%
    $1.3B
  31. 4731
    Hohimer Wealth Management, LLCSeattle, WA · 579 clientsWealth managerWrap sponsor
    Wells Fargo 78%
    $1.3B
  32. 4732
    Heritage Capital Advisors, LLC11 clientsAsset manager
    No custodian reported
    $1.3B
  33. 4733
    Blue Sage CapitalAustin, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  34. 4734
    Harvey Capital Partners, L.P.New York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  35. 4735
    Asset Management Group of Bank of HawaiiHonolulu, HI · 6 clientsAsset manager
    Trust Services 100%
    $1.3B
  36. 4736
    Webs Creek Capital Management LPDallas, TX · 7 clientsPrivate fund adviser
    Morgan Stanley 70%
    $1.3B
  37. 4738
    Xypn SapphireBozeman, MT · 796 clientsWealth manager
    Schwab 100%
    $1.3B
  38. 4739
    J.J. Burns & CompanyMelville, NY · 627 clientsWealth manager
    Schwab 100%
    $1.3B
  39. 4740
    Amberjack Capital Partners, L.P.Houston, TX · 16 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  40. 4741
    Insignia Capital Group, L.P.Walnut Creek, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $1.3B

RIAs by state