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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. 5864
    Pinney & Scofield, Inc.Cambridge, MA · 295 clientsWealth manager
    Schwab 100%
    $859M
  2. 5865
    Bridgeinvest LLCMiami, FL · 7 clientsPrivate fund adviser
    No custodian reported
    $859M
  3. 5866
    Cambient Family Office, LLCAda, MI · 198 clientsWealth managerWrap sponsor
    Fidelity 100%
    $858M
  4. 5867
    Alliance Consumer Growth, LLCNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $858M
  5. 5868
    Virgo Investment Group LLCBurlingame, CA · 14 clientsPrivate fund adviser
    No custodian reported
    $857M
  6. 5869
    Saddle Point Management, L.P.New York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $857M
  7. 5870
    Delta Investment Management, LLCSan Francisco, CA · 1,099 clientsWealth manager
    Schwab 100%
    $857M
  8. 5871
    Grey Rock Management Partners IV, LLCDallas, TX · 9 clientsPrivate fund adviser
    No custodian reported
    $857M
  9. 5872
    Blume Capital Management, Inc.Berkeley, CA · 242 clientsWealth manager
    Schwab 100%
    $857M
  10. 5873
    Arosa Capital Management LPMiami Beach, FL · 14 clientsPrivate fund adviser
    No custodian reported
    $857M
  11. 5874
    GFO Asset Management, LLCMiami Beach, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $856M
  12. 5875
    Cpmg, Inc.Dallas, TX · 26 clientsPrivate fund adviser
    No custodian reported
    $856M
  13. 5876
    Politan Capital Management3 clientsPrivate fund adviser
    No custodian reported
    $856M
  14. 5877
    Radnor Capital Management, LLCWayne, PA · 192 clientsWealth manager
    Schwab 47%PNC Wealth Management 42%
    $855M
  15. 5879
    Estuary Capital Management LPWayzata, MN · 3 clientsPrivate fund adviser
    No custodian reported
    $854M
  16. 5880
    Neman Ventures LLC18 clientsPrivate fund adviser
    No custodian reported
    $854M
  17. 5881
    GT Investment Partners, LPIrvine, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $853M
  18. 5882
    Birchwood Financial Partners, Inc.Bloomington, MN · 763 clientsWealth manager
    Schwab 100%
    $853M
  19. 5885
    Olympus Capital Holdings Asia LLCMount Kisco, NY · 21 clientsPrivate fund adviser
    No custodian reported
    $852M
  20. 5886
    PJS Investment ManagementCedarburg, WI · 474 clientsWealth manager
    Fidelity 100%
    $852M
  21. 5887
    ApeironDallas, TX · 1,184 clientsWealth managerWrap sponsor
    Schwab 79%
    $852M
  22. 5888
    Warner Financial, IncBethesda, MD · 256 clientsWealth manager
    Schwab 100%
    $852M
  23. 5889
    Harbor AdvisorsWest Palm Beach, FL · 10 clientsAsset manager
    Morgan Stanley 59%Interactive Brokers 32%
    $852M
  24. 5890
    HH Capital Management, Inc.Hermosa Beach, CA · 1 clientsAsset manager
    No custodian reported
    $851M
  25. 5891
    Affinity Capital Advisors LLCBerkeley, CA · 547 clientsWealth manager
    Schwab 100%
    $851M
  26. 5892
    Brilliance Asset Management LimitedHong Kong, Hong Kong · 4 clientsPrivate fund adviser
    No custodian reported
    $851M
  27. 5893
    Aztlan Equity Management, LLCMcLean, VA · 16 clientsAsset manager
    J.P. Morgan 100%
    $851M
  28. 5894
    Channel Wealth, LLCSanta Barbara, CA · 2,019 clientsWealth manager
    Schwab 100%
    $851M
  29. 5896
    NS Management LTDDevonshire, Devonshire, Bermuda · 20 clientsAsset manager
    HSBC Securities Services 60%Kleinwort Benson (jersey) LTD 23%
    $850M
  30. 5897
    Aetna Asset Advisors, LLCHartford, CT · 4 clientsPrivate fund adviser
    No custodian reported
    $850M
  31. 5898
    Liberty Capital Management IncBirmingham, MI · 160 clientsWealth manager
    Schwab 94%
    $849M
  32. 5899
    Prime QuadrantToronto, Canada · 19 clientsWealth manager
    Schwab 100%
    $849M
  33. 5900
    Avenir CorporationAlexandria, VA · 157 clientsWealth manager
    Fidelity 100%
    $849M
  34. 5902
    Bason Asset ManagementLakewood, CO · 139 clientsWealth manager
    Schwab 100%
    $849M
  35. 5903
    Pennsylvania Capital Management Inc.Huntingdon Valley, PA · 200 clientsWealth manager
    Schwab 100%
    $849M
  36. 5904
    NBC Capital AdvisorsBeaverton, OR · 2,272 clientsWealth manager
    Fidelity 88%
    $847M
  37. 5905
    Mitchell Capital Management CoLeawood, KS · 331 clientsWealth manager
    Schwab 80%
    $847M
  38. 5906
    Seneca Financial Advisors LLCRochester, NY · 373 clientsWealth manager
    Schwab 88%
    $847M
  39. 5907
    Riverglade CapitalChicago, IL · 5 clientsPrivate fund adviser
    No custodian reported
    $847M
  40. 5908
    Baron Wealth Management, LLCTroy, MI · 145 clientsWealth manager
    Fidelity Distributors Company 56%Schwab 44%
    $847M

RIAs by state