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IN Americans score 60 on longevity readiness as care gaps persistIN Clients are using AI to challenge financial advice, Pacific Life survey findsIN RIA M&A veteran joins Accelerated Wealth Partners to drive deal growthIN The 401(k) moment for health benefits may be closer than you thinkIN Advisor moves: Georgia RIA launches after $1.1B breakaway, Carson and Mercer expandIN Agentic AI moves advisory firms beyond the chatbot, executives sayIN Leading RIAs – EastCW Opinion: Fast starts are crucial to evergreen fund successIN Schwab IMPACT 2026 full conference coverageIN The pace of advisors going RIA is quickening, says Advisory Services Network’s Trey Prescott
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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. 5336
    Teamwork Financial Advisors, LLCSan Antonio, TX · 2,485 clientsWealth manager
    Schwab 100%
    $1.0B
  2. 5337
    Jocelyn Investment Management, LLCSan Rafael, CA · 259 clientsAsset manager
    Schwab 82%
    $1.0B
  3. 5339
    Verita Strategic Wealth Partners, LLCSan Francisco, CA · 17 clientsWealth manager
    Schwab 100%
    $1.0B
  4. 5340
    Isometry Capital, LLCNew York, NY · 12 clientsPrivate fund adviser
    Riyad Capital 79%
    $1.0B
  5. 5344
    Standard Family Office, LLCSioux Falls, SD · 2 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  6. 5346
    Main Management Fund Advisors, LLCSan Francisco, CA · 1 clientsAsset manager
    No custodian reported
    $1.0B
  7. 5347
    Peak Asset Management, LLCLouisville, CO · 342 clientsWealth manager
    Schwab 100%
    $1.0B
  8. 5349
    Growth Catalyst Partners, L.P.Chicago, IL · 15 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  9. 5350
    Invictus Fiduciary Services, LLCMemphis, TN · 33 clientsAsset manager
    No custodian reported
    $1.0B
  10. 5351
    Lathrop Investment Management CompanyLittle Rock, AR · 235 clientsWealth manager
    Schwab 100%
    $1.0B
  11. 5352
    Fermata AdvisorsSonoma, CA · 3,879 clientsWealth manager
    Schwab 100%
    $1.0B
  12. 5354
    Vectors Asset ManagementNew York, NY · 859 clientsAsset manager
    Schwab 60%U.S. Bank 40%
    $1.0B
  13. 5358
    Renovo Capital, LLCDallas, TX · 8 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  14. 5360
    Pelican Energy PartnersHouston, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  15. 5361
    Aire Advisors, LLCBeverly Hills, CA · 369 clientsWealth manager
    Fidelity 100%
    $1.0B
  16. 5362
    West Paces Advisors, Inc.Atlanta, GA · 255 clientsWealth manager
    Schwab 100%
    $1.0B
  17. 5364
    Great Hill Capital, LLC76 clientsWealth manager
    Interactive Brokers 100%
    $1.0B
  18. 5365
    East Coast Asset Management, LLCEssex, MA · 211 clientsAsset manager
    State Street 48%Fidelity 32%
    $1.0B
  19. 5366
    Volofin Capital ManagementDaniel Island, SC · 2 clientsAsset manager
    No custodian reported
    $1.0B
  20. 5367
    PYA Waltman Capital, LLCKnoxville, TN · 424 clientsWealth manager
    Fidelity 100%
    $1.0B
  21. 5368
    McGlone Suttner Wealth Management, Inc.Appleton, WI · 708 clientsWealth manager
    Fidelity 100%
    $1.0B
  22. 5369
    Bhms Investments, LPWestport, CT · 7 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  23. 5371
    Longuevue Management Company LLCMetairie, LA · 4 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  24. 5372
    The Quarry LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  25. 5373
    Longford CapitalChicago, IL · 4 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  26. 5374
    Burling Wealth PartnersChicago, IL · 253 clientsWealth manager
    Schwab 100%
    $1.0B
  27. 5375
    Bluesky Wealth Advisors, LLCNew Bern, NC · 351 clientsWealth manager
    Schwab 100%
    $1.0B
  28. 5376
    Msouth Equity Partners, LLCAtlanta, GA · 2 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  29. 5377
    Lateral Investment Management, LLCBurlingame, CA · 23 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  30. 5379
    Quantum Capital Management, LLCNorthfield, NJ · 133 clientsAsset manager
    Schwab 51%UMB Financial Services 49%
    $1.0B
  31. 5385
    Capsouth Wealth ManagementDothan, AL · 373 clientsAsset manager
    Schwab 51%Principal Trust 28%
    $1.0B
  32. 5386
    SeedsNew York, NY · 950 clientsWealth manager
    Fidelity 58%Schwab 42%
    $1.0B
  33. 5387
    Fivespan Partners, LPSan Francisco, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  34. 5388
    Cohen Capital Management IncCorte Madera, CA · 110 clientsWealth manager
    Schwab 95%
    $1.0B
  35. 5389
    Verbena Value LPWestport, CT · 1 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  36. 5390
    Sava Capital LLCDorado, PR · 1 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  37. 5391
    Dawson PartnersNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $999M
  38. 5392
    Palm Beach Capital Management III, LLCWest Palm Beach, FL · 14 clientsPrivate fund adviser
    No custodian reported
    $999M
  39. 5394
    Tishman Capital PartnersNew York, NY · 23 clientsPrivate fund adviser
    Fidelity 100%
    $998M
  40. 5396
    Passive Capital Management, LLCSyracuse, NY · 424 clientsWealth manager
    Schwab 100%
    $997M

RIAs by state