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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

180 firms manage $1.3 trillionWells Fargo

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. 3761
    Clarion Capital Partners, LLCNew York, NY · 24 clientsPrivate fund adviser
    Wells Fargo 100%
    $1.9B
  2. 3891
    Linden Thomas Advisory Services, LLCCharlotte, NC · 1,366 clientsWealth managerWrap sponsorHybridLinden Thomas and Company Securities, LLC, clears through Wells Fargo Clearing Services
    Wells Fargo 100%
    $1.8B
  3. 3992
    Petredis Investment AdvisorsWarrendale, PA · 535 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $1.7B
  4. 4179
    CCM Investment Advisers, LLCColumbia, SC · 916 clientsWealth manager
    Schwab 79%
    $1.5B
  5. 4196
    Romano Wealth ManagementEvanston, IL · 969 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $1.5B
  6. 4351
    Cary Street Partners Asset ManagementRichmond, VA · 1,836 clientsWealth managerWrap sponsorHybridCary Street Partners LLC
    Wells Fargo 71%Schwab 29%
    $1.4B
  7. 4521
    Roosevelt Capital Management LLCDallas, TX · 69 clientsAsset manager
    BNY 76%
    $1.4B
  8. 4524
    Sheets Smith Wealth ManagementWinston Salem, NC · 423 clientsWealth manager
    Schwab 66%
    $1.4B
  9. 4581
    FCO Advisors LPNew York, NY · 8 clientsAsset manager
    Pershing 69%Wells Fargo 31%
    $1.3B
  10. 4654
    Pinnacle Investments, LLCEast Syracuse, NY · 3,143 clientsBroker-dealer firmHybrid
    Wells Fargo 77%Schwab 23%
    $1.3B
  11. 4725
    Absher Wealth Management, LLCChapel Hill, NC · 691 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $1.3B
  12. 4731
    Hohimer Wealth Management, LLCSeattle, WA · 579 clientsWealth managerWrap sponsor
    Wells Fargo 78%
    $1.3B
  13. 4763
    Hodges Capital Management IncDallas, TX · 448 clientsAsset managerHybridFirst Dallas Securities, Inc.
    Wells Fargo 100%
    $1.2B
  14. 4783
    Three Seasons WealthSalt Lake City, UT · 390 clientsWealth manager
    Schwab 80%
    $1.2B
  15. 4841
    Schwerin Boyle Capital Management, IncSpringfield, MA · 153 clientsWealth manager
    Fidelity 34%Schwab 33%Wells Fargo 32%
    $1.2B
  16. 4866
    Silverback Asset Management, LLCDurham, NC · 8 clientsAsset manager
    J.P. Morgan 50%Wells Fargo 50%
    $1.2B
  17. 4875
    Moment Partners, LLCSAN Francisco, CA · 435 clientsWealth manager
    Wells Fargo 100%
    $1.2B
  18. 4885
    Nuverse Advisors LLCHallandale Beach, FL · 46 clientsPrivate fund adviser
    Wells Fargo 91%
    $1.2B
  19. 4929
    L & S Advisors, IncLOS Angeles, CA · 1,093 clientsWealth manager
    Schwab 53%Wells Fargo 25%
    $1.2B
  20. 4988
    Waterfront Wealth Inc.Overland Park, KS · 792 clientsWealth manager
    Wells Fargo 100%
    $1.1B
  21. 4994
    Sonen Capital LLCSAN Francisco, CA · 40 clientsAsset managerHybrid
    Wells Fargo 87%
    $1.1B
  22. 5036
    Overbrook Management CorporationNew York, NY · 123 clientsWealth manager
    Fidelity 80%
    $1.1B
  23. 5097
    Night Owl Capital Management, LLCGreenwich, CT · 219 clientsWealth manager
    Fidelity 65%
    $1.1B
  24. 5153
    AMB Wealth, LLCThomasville, GA · 920 clientsWealth managerHybridAllen, Mooney & Barnes Brokerage Services, LLC
    Wells Fargo 100%
    $1.1B
  25. 5193
    McGuire Wealth ManagementWakefield, RI · 314 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $1.1B
  26. 5199
    Fourpath Capital Management, LLCOklahoma City, OK · 821 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $1.1B
  27. 5289
    TheoremNew York, NY · 3 clientsPrivate fund adviser
    Inspira Financial Trust 87%
    $1.0B
  28. 5343
    Nasdaq Dorsey WrightRichmond, VA · 840 clientsAsset managerAffiliated broker-dealerNPM Securities, LLC, Nasdaq Capital Markets Advisory LLC
    Wells Fargo 37%
    $1.0B
  29. 5388
    Cohen Capital Management IncCorte Madera, CA · 110 clientsWealth manager
    Schwab 95%
    $1.0B
  30. 5407
    Advisory Research IncChicago, IL · 444 clientsAsset manager
    UBS 36%Wells Fargo 26%Morgan Stanley 24%
    $991M
  31. 5409
    Brown | Miller Wealth Management, LLCMcLean, VA · 508 clientsWealth manager
    Wells Fargo 100%
    $991M
  32. 5575
    Estabrook Capital Management LLCNew York, NY · 767 clientsWealth manager
    Schwab 81%
    $933M
  33. 5586
    Brighton Securities Corp.Rochester, NY · 1,795 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $931M
  34. 5641
    Old West Investment Management, LLCLOS Angeles, CA · 842 clientsPrivate fund adviser
    Schwab 60%Wells Fargo 40%
    $916M
  35. 5660
    Trubee Wealth Advisors, Inc.Buffalo, NY · 734 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $911M
  36. 6118
    BHK Investment AdvisorsBirmingham, AL · 328 clientsWealth managerHybridBHK Securities, LLC
    Schwab 50%Wells Fargo 50%
    $794M
  37. 6138
    Land & Buildings Investment Management, LLCStamford, CT · 5 clientsAsset manager
    Goldman Sachs 60%Wells Fargo 40%
    $790M
  38. 6143
    Hale Partnership Capital Management, LLCCharlotte, NC · 11 clientsAsset manager
    Goldman Sachs 43%Wells Fargo 30%
    $788M
  39. 6236
    Hennion & Walsh Asset Management, Inc.Parsippany, NJ · 1,099 clientsBroker-dealer firmHybridHennion & Walsh, Inc.
    Wells Fargo 100%
    $769M
  40. 6417
    Cooperative Funeral Fund IncMadison, CT · 1,250 clientsAsset manager
    Wells Fargo 100%
    $728M

RIAs by state