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

The RIA database

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

236 firms manage $4.3 trillionGoldman Sachs

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. 5839
    Moody Aldrich Partners, LLCMarblehead, MA · 376 clientsAsset manager
    Goldman Sachs 25%
    $864M
  2. 5863
    Sengu Capital LimitedHong Kong, Hong Kong · 7 clientsAsset manager
    Morgan Stanley 55%Barclays 22%
    $859M
  3. 5919
    CKC Capital LLCNew York, NY · 12 clientsPrivate fund adviser
    Goldman Sachs 100%
    $844M
  4. 5941
    Net Worth Advisory Group, LLCSandy, UT · 862 clientsWealth manager
    Goldman Sachs 65%Fidelity 35%
    $838M
  5. 6005
    Myda Advisors LLCWoodmere, NY · 7 clientsPrivate fund adviser
    Goldman Sachs 100%
    $821M
  6. 6063
    Warberg Asset Management LLCWinnetka, IL · 9 clientsPrivate fund adviser
    Fidelity 77%Goldman Sachs 23%
    $806M
  7. 6138
    Land & Buildings Investment Management, LLCStamford, CT · 5 clientsAsset manager
    Goldman Sachs 60%Wells Fargo 40%
    $790M
  8. 6143
    Hale Partnership Capital Management, LLCCharlotte, NC · 11 clientsAsset manager
    Goldman Sachs 43%Wells Fargo 30%
    $788M
  9. 6298
    Alight Capital Management LPNew York, NY · 4 clientsPrivate fund adviser
    Goldman Sachs 100%
    $754M
  10. 6304
    Banyan Alpha Investment L.P.South SAN Francisco, CA · 6 clientsAsset manager
    Goldman Sachs 90%
    $752M
  11. 6328
    Fiduciary Family Office, LLCBoca Raton, FL · 46 clientsWealth manager
    Schwab 88%
    $748M
  12. 6454
    Decagon Asset Management (US) LPNew York, NY · 5 clientsAsset manager
    Goldman Sachs 48%UBS 37%
    $721M
  13. 6523
    MarchantLondon, United Kingdom · 6 clientsPrivate fund adviser
    Morgan Stanley 99%
    $705M
  14. 6633
    Global Frontier Investments, LLCCharleston, SC · 4 clientsAsset manager
    Goldman Sachs 100%
    $682M
  15. 6664
    9823 Capital, LPDallas, TX · 18 clientsPrivate fund adviser
    Goldman Sachs 85%
    $677M
  16. 6711
    Stone Temple Partners LLCNew York, NY · 12 clientsWealth manager
    Goldman Sachs 100%
    $669M
  17. 6717
    Capeview Capital LLPLondon, United Kingdom · 5 clientsPrivate fund adviser
    Goldman Sachs 27%Citi 24%LGT Bank LTD. 24%
    $668M
  18. 6949
    Sandia Investment Management LPBoston, MA · 10 clientsPrivate fund adviser
    Goldman Sachs 73%Merrill / Bank of America 27%
    $625M
  19. 6967
    Shoten Capital LPAustin, TX · 4 clientsPrivate fund adviser
    Morgan Stanley 75%Goldman Sachs 25%
    $622M
  20. 6987
    Tactive Advisors, LLCSarasota, FL · 1,568 clientsWealth managerHybrid
    Schwab 84%
    $619M
  21. 7020
    Darwin Wealth ManagementTampa, FL · 835 clientsWealth manager
    Goldman Sachs 71%Schwab 26%
    $614M
  22. 7051
    Woodward Diversified Capital, LLCBakersfield, CA · 451 clientsWealth managerWrap sponsor
    Goldman Sachs 59%Wells Fargo 41%
    $610M
  23. 7059
    Gradient Wealth ManagementArden Hills, MN · 4,553 clientsBroker-dealer firmHybrid
    SEI 46%
    $608M
  24. 7076
    Destiny Family OfficeTavares, FL · 62 clientsWealth manager
    Goldman Sachs 48%Folio 28%Schwab 24%
    $605M
  25. 7084
    Deuterium Capital Management, LLCClearwater, FL · 6 clientsAsset manager
    Merrill / Bank of America 44%Morgan Stanley 35%
    $604M
  26. 7103
    Aton Financial LLCSAN Juan, PR · 274 clientsWealth manager
    Schwab 88%
    $601M
  27. 7212
    Manteio Scalable Technologies LLCJersey City, NJ · 3 clientsAsset manager
    Goldman Sachs 100%
    $583M
  28. 7276
    Linepoint Partners & Co.LOS Angeles, CA · 34 clientsAsset manager
    Goldman Sachs 66%Northern Trust 34%
    $572M
  29. 7317
    Fiori Financial GroupFort Lauderdale, FL · 238 clientsWealth managerWrap sponsorHybrid
    Goldman Sachs 100%
    $567M
  30. 7324
    Rhino Investment Partners, Inc.West Conshohocken, PA · 2 clientsAsset manager
    Goldman Sachs 68%BNY 32%
    $566M
  31. 7434
    N10° WealthGreenwich, CT · 131 clientsWealth manager
    Goldman Sachs 100%
    $553M
  32. 7610
    CH Global Capital Management, LLCNew York, NY · 23 clientsAsset manager
    Goldman Sachs 100%
    $529M
  33. 7611
    Caravela Energy Partners LPDarien, CT · 9 clientsPrivate fund adviser
    Goldman Sachs 67%Scotia Bank 33%
    $529M
  34. 7680
    Quantech Solution Partners North America Inc.NY, NY · 3 clientsAsset manager
    Barclays Bank PLC 51%Goldman Sachs 36%
    $518M
  35. 7756
    Lavelle CapitalSAN Francisco, CA · 93 clientsWealth manager
    Schwab 91%
    $508M
  36. 7768
    Stratis Capital, LLCDarien, CT · 1 clientsWealth manager
    Goldman Sachs 86%
    $508M
  37. 7786
    First Advisors National, LLCAtlanta, GA · 4,858 clientsWealth manager
    Goldman Sachs 97%
    $506M
  38. 7806
    11 Capital Partners LPDarien, CT · 5 clientsAsset manager
    Morgan Stanley 68%Goldman Sachs 32%
    $504M
  39. 7957
    The Ambrus Group LLCTampa, FL · 7 clientsPrivate fund adviser
    Goldman Sachs 100%
    $485M
  40. 7964
    Rail-Splitter Capital Management LLCWinnetka, IL · 34 clientsWealth managerWrap sponsor
    Goldman Sachs 100%
    $484M

RIAs by state