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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. 4967
    Ab2 Capital Partners LLCHollywood, FLWealth manager
    Citi 51%J.P. Morgan 31%
    $1.1B
  2. 4969
    Dean Capital ManagementOverland Park, KS · 3 clientsAsset manager
    Fidelity 58%U.S. Bank 22%
    $1.1B
  3. 4970
    Atlas Capital Advisors Inc.San Francisco, CA · 157 clientsWealth manager
    Schwab 85%
    $1.1B
  4. 4972
    Corre Partners Management, LLCNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  5. 4974
    Lucid Advisors, Inc.Seattle, WA · 50 clientsAsset manager
    Fidelity Investments 100%
    $1.1B
  6. 4975
    Winston Capital Management LLCArlington, VA · 9 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  7. 4977
    Aether Investment Partners, LLCLittleton, CO · 8 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  8. 4978
    ETZ Advisory LLC3 clientsWealth manager
    No custodian reported
    $1.1B
  9. 4979
    Virtus Real Estate LLCAustin, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  10. 4980
    Ironvine Capital Partners, LLCOmaha, NE · 170 clientsAsset manager
    Schwab 100%
    $1.1B
  11. 4982
    Mark Asset Management LPNew York, NY · 25 clientsAsset manager
    Goldman Sachs 42%J.P. Morgan 37%
    $1.1B
  12. 4983
    Liberty Hall Capital Partners, L.P.Charleston, SC · 7 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  13. 4984
    Telemark Asset Management, LLCBoston, MA · 1 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  14. 4985
    Elgethun Capital ManagementSioux Falls, SD · 303 clientsWealth manager
    Schwab 100%
    $1.1B
  15. 4986
    Fi3 Financial Advisors, LLCIndianapolis, IN · 258 clientsWealth manager
    Schwab 60%Fidelity 40%
    $1.1B
  16. 4987
    Infinitum Asset Management, LLCFort Lauderdale, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  17. 4988
    Waterfront Wealth Inc.Overland Park, KS · 792 clientsWealth manager
    Wells Fargo 100%
    $1.1B
  18. 4989
    Foundation Resource Management, Inc.Little Rock, AR · 250 clientsWealth manager
    Schwab 81%
    $1.1B
  19. 4990
    Guardian Wealth Strategies, LLCMinneapols, MN · 1,273 clientsWealth manager
    Schwab 87%
    $1.1B
  20. 4993
    Sterling Investors LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  21. 4995
    Oak Harvest Investment ServicesHouston, TX · 978 clientsWealth manager
    Schwab 100%
    $1.1B
  22. 4997
    Yosemite Management, LLCSan Francisco, CA · 6 clientsAsset manager
    No custodian reported
    $1.1B
  23. 4998
    Castle Creek CapitalSan Diego, CA · 10 clientsPrivate fund adviser
    Schwab 100%
    $1.1B
  24. 4999
    PSC Manager LLCYardley, PA · 43 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  25. 5000
    747 Capital, LLCNew York, NY · 32 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  26. 5001
    Symbiotic CapitalLos Angeles, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  27. 5002
    Topline Capital Management, LLC2 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  28. 5003
    Goodnow Investment Group LLCDarien, CT · 6 clientsPrivate fund adviser
    J.P. Morgan 100%
    $1.1B
  29. 5004
    Provident Investment Management, Inc.Novi, MI · 318 clientsWealth manager
    Schwab 100%
    $1.1B
  30. 5005
    The De Burlo Group, Inc.Boston, MA · 113 clientsAsset manager
    BNY 65%
    $1.1B
  31. 5006
    HM International L.L.C.Austin, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  32. 5009
    Orkila Management, LLCNew York, NY · 17 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  33. 5011
    Scott Capital Advisors, LLCPortland, OR · 412 clientsAsset manager
    Fidelity 100%
    $1.1B
  34. 5012
    Godwin Capital Group, LLCAtlanta, GA · 22 clientsAsset manager
    No custodian reported
    $1.1B
  35. 5013
    EllevestNew York, NY · 471 clientsWealth managerPublic-company owned
    Schwab 100%
    $1.1B
  36. 5014
    The Kelly GroupBel Air, MD · 1,113 clientsWealth manager
    Fidelity 100%
    $1.1B
  37. 5015
    Patriot Financial Manager, L.P.Radnor, PA · 5 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  38. 5016
    MG Financial LLCBraintree, MA · 137 clientsWealth manager
    Fidelity 67%J.P. Morgan 33%
    $1.1B
  39. 5017
    Moonrise Capital LPVero Beach, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  40. 5018
    Edge Principal Advisors, LLCNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $1.1B

RIAs by state