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

The RIA database

Atlas 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

9 firms manage $79 billionTruist Bank

Open in the Atlas screener

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  1. 350
    Sterling Capital Management LLCCharlotte, NC · 3,508 clientsAsset managerHybrid
    Truist Bank 53%Fidelity Management Trust Comapany 34%
    $69B
  2. 2452
    Highland Capital Management, LLCMemphis, TN · 957 clientsAsset manager
    Argent Trust 33%Salem Trust 26%Schwab 23%
    $3.9B
  3. 2802
    Silvant Capital Management LLCAtlanta, GA · 32 clientsAsset managerHybridVP Distributors LLC
    U.S. Bank 35%Truist Bank 30%
    $3.0B
  4. 4272
    Virtus Capital Advisers, LLCHartford, CT · 213 clientsAsset managerAffiliated broker-dealerVP Distributors, LLC
    UBS 46%Northern Trust 27%Truist Bank 26%
    $1.5B
  5. 7122
    Jaffa Capital Management LLCClifton, NJ · 32 clientsAsset manager
    Truist Bank 75%First Horizon Advisors 25%
    $597M
  6. 7847
    Socorro Asset ManagementDallas, TX · 8 clientsPrivate fund adviser
    Northern Trust 54%
    $498M
  7. 9228
    Collegiate Peaks Asset Management, LLCDenver, CO · 6 clientsAsset manager
    Northern Trust 51%BNY 31%
    $365M
  8. 10103
    GBC Investment Group23 clientsAsset manager
    Truist Bank 68%
    $304M
  9. 16462
    Timberlink LLCJohns Creek, GAAsset manager
    Truist Bank 100%
    $594K

RIAs by state