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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

159 firms manage $7.0 trillionUBS

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. 9416
    Precise Investment Management, Inc.Highland Park, IL · 88 clientsAsset managerHybridInsight Securities, Inc.
    UBS 29%
    $349M
  2. 9472
    Black Toro LLCMiami, FL · 65 clientsAsset manager
    Bank of China 78%
    $345M
  3. 9702
    Uniplan Investment Counsel, Inc.Milwaukee, WI · 437 clientsWealth managerWrap sponsor
    UBS 100%
    $330M
  4. 9815
    Reik & Co., LLC60 clientsWealth manager
    Morgan Stanley 86%
    $322M
  5. 10089
    Logica Capital Advisers, LLCLOS Angeles, CA · 5 clientsAsset manager
    UBS 100%
    $305M
  6. 10129
    Massachusetts Wealth Management, LLCNorth Andover, MA · 324 clientsWealth manager
    Fidelity 77%Schwab 23%
    $301M
  7. 10193
    Aqua Advisors LLC51 clientsWealth manager
    Citi 32%
    $299M
  8. 10270
    Nuclo WealthHouston, TX · 72 clientsAsset manager
    Morgan Stanley 39%J.P. Morgan 29%
    $294M
  9. 10323
    Mbia Capital AdvisorsCincinnati, OH · 258 clientsWealth manager
    Schwab 45%UBS 36%
    $290M
  10. 10468
    Modum Asset Management LLCMexico City, Mexico · 69 clientsWealth manager
    Morgan Stanley 34%Merrill / Bank of America 28%UBS 24%
    $283M
  11. 10596
    Westbourne Investments, Inc.Alexandria, VA · 175 clientsWealth manager
    Schwab 92%
    $276M
  12. 10842
    Convoy Investments, LLC32 clientsWealth manager
    UBS 45%Interactive Brokers 35%
    $262M
  13. 11009
    Indiano Capital ManagementRochester, NY · 53 clientsWealth manager
    RBC 39%UBS 26%
    $254M
  14. 11016
    Heronetta Management, L.P.New York, NY · 28 clientsWealth manager
    Morgan Stanley 58%UBS 34%
    $254M
  15. 11099
    Beadell A D Investment Counsel IncMequon, WI · 96 clientsWealth manager
    Schwab 78%
    $250M
  16. 11242
    McBroom & Associates, LLCLAS Vegas, NV · 114 clientsWealth manager
    Schwab 89%
    $242M
  17. 11504
    Sachem Investment Counsel LLC11 clientsWealth manager
    UBS 92%
    $231M
  18. 11731
    Lynx Advisory PartnersCoral Gables, FL · 113 clientsWealth manager
    Morgan Stanley 60%Pershing 23%
    $221M
  19. 11771
    Strategic Swiss Advisors AGWollerau, Switzerland · 5 clientsWealth managerBank-affiliated
    Bank Julius Baer & Co. LTD. 77%UBS 23%
    $220M
  20. 12189
    Simetria Advisory Group LLCMiami, FL · 417 clientsAsset managerHybridBrasil Plural Securities LLC, Luso Partners Sociedade Corretora, S.A.
    Interactive Brokers 84%
    $202M
  21. 12252
    Scalar Gauge Management, LLCDallas, TX · 3 clientsPrivate fund adviser
    UBS 100%
    $199M
  22. 12303
    Osprey Capital Management Corp.Miami Beach, FLWealth managerHybridVasiliou & Company Inc.
    UBS 58%48, Route DES Acacias, 1211 Geneva 73, Switzerland 42%
    $197M
  23. 12789
    Allaria Asset Management, LLCMiami, FL · 15 clientsAsset managerHybridAllaria S.A., Allaria Securities, LLC, clears through Pershing
    Interactive Brokers 36%J.P. Morgan 29%Pershing 23%
    $180M
  24. 13243
    Bice Wealth Management LLCMiami, FL · 65 clientsWealth managerBank-affiliatedAffiliated broker-dealerBice Agente De Valores Limitada, Bice Inversiones Corredores De Bolsa S.A.
    Pershing 34%
    $164M
  25. 13719
    VIS Advisors, LPNew York, NY · 4 clientsPrivate fund adviser
    UBS 100%
    $149M
  26. 13817
    Arden Global Family Offices12 clientsWealth manager
    Schwab 87%
    $146M
  27. 13825
    KI Capital Wealth Management US LLCMiami, FL · 101 clientsAsset managerAffiliated broker-dealerForex Brokerage Services
    UBS 90%
    $146M
  28. 13903
    Todo Capital, LLC30 clientsWealth manager
    Banco Santander Intl 52%UBS 48%
    $144M
  29. 13989
    Wilmington Trust Investment ManagementWilmington, DE · 74 clientsWealth managerBank-affiliatedAffiliated broker-dealerM&t Securities, Inc., Wilmington Trust Investment Advisors, Inc.
    Fidelity 54%
    $141M
  30. 14733
    Altman Investment Management LLCPrinceton, NJ · 39 clientsWealth manager
    Schwab 53%UBS 37%
    $120M
  31. 15244
    Account Management, LLC17 clientsWealth manager
    UBS 100%
    $106M
  32. 15480
    MON Capital Management LLCNew York, NY · 4 clientsAsset manager
    UBS 100%
    $95M
  33. 15797
    Anchor Capital Management, LLCIthaca, NY · 70 clientsWealth manager
    Schwab 93%
    $61M
  34. 15812
    Munakata Associates LLC6 clientsWealth manager
    Merrill / Bank of America 76%UBS 24%
    $59M
  35. 15869
    Royale Asset Management LLCWealth manager
    UBS 100%
    $53M
  36. 15888
    Bpbi LLCNew York, NY · 8 clientsWealth manager
    UBS 86%
    $51M
  37. 15949
    Capra Ibex Credit Opportunities, LLCNew York, NY · 2 clientsAsset manager
    UBS 100%
    $45M
  38. 15950
    Capra Credit Management, LLCNew York, NY · 2 clientsAsset manager
    UBS 100%
    $45M
  39. 16266
    D.A.C. Davis Investment Counsel, Inc.Toronto, Ontario, Canada · 11 clientsWealth manager
    Nbin 78%UBS 22%
    $13M

RIAs by state