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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.

Filters

17,210 firms manage $177.9 trillion

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. 3961
    Invictus Private Wealth, LLC485 clientsWealth managerHybrid
    Schwab 100%
    $1.7B
  2. 3962
    Colbeck Capital Management, LLCNew York, NY · 18 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  3. 3963
    Broadwood Capital, IncNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  4. 3964
    Clarkston Capital Partners, LLCRochester, MI · 142 clientsAsset managerHybrid
    Schwab 51%State Street 49%
    $1.7B
  5. 3965
    Accurate Wealth Management, LLCWesley Chapel, FL · 2,612 clientsWealth managerWrap sponsorHybridAAG Capital, Inc.
    Schwab 85%
    $1.7B
  6. 3966
    Housatonic PartnersSan Francisco, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  7. 3967
    Quest Investment Management, LLCLake Oswego, OR · 125 clientsAsset manager
    No custodian reported
    $1.7B
  8. 3968
    Linse Capital LLCSan Juan, PR · 18 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  9. 3969
    P/e Global LLCBoston, MA · 82 clientsAsset managerHybrid
    State Street 66%BNP Paribas 27%
    $1.7B
  10. 3970
    Corient SHC Partners (US) LPPhiladelphia, PA · 39 clientsWealth managerAffiliated broker-dealer
    Fidelity 100%
    $1.7B
  11. 3971
    The Praedium Group LLCBoca Raton, FL · 17 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  12. 3972
    Oak Ridge Investments, LLCChicago, IL · 3,920 clientsWealth managerWrap sponsor
    Ameriprise 60%UBS 40%
    $1.7B
  13. 3973
    Seelaus Asset Management, LLCChatham, NJ · 273 clientsAsset managerHybridR. Seelaus & Co., LLC
    U.S. Bancorp Investments 39%BNY 37%
    $1.7B
  14. 3974
    American InfrastructureFoster City, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  15. 3975
    Stephens Group Asset Management, LLCLittle Rock, AR · 225 clientsWealth manager
    Schwab 100%
    $1.7B
  16. 3976
    North Peak Capital Management, LLCNew York, NY · 9 clientsPrivate fund adviser
    Morgan Stanley 100%
    $1.7B
  17. 3977
    Oldfield Partners LLPLondon, United Kingdom · 7 clientsAsset manager
    Northern Trust 100%
    $1.7B
  18. 3978
    KBS Capital Advisors, LLCNewport Beach, CA · 1 clientsPrivate fund adviserHybridKBS Capital Markets Group LLC
    No custodian reported
    $1.7B
  19. 3979
    Liontree Investment Management, LLCNew York, NY · 4 clientsPrivate fund adviserHybridLiontree Advisors LLC, Liontree Advisors UK LLP
    No custodian reported
    $1.7B
  20. 3980
    Citrin Cooperman Wealth Management, LLCNew York, NY · 63 clientsWealth managerPublic-company owned
    Schwab 74%J.P. Morgan 26%
    $1.7B
  21. 3981
    Gilbert & Cook, Inc.West Des Moines, IA · 901 clientsWealth managerWrap sponsor
    Schwab 100%
    $1.7B
  22. 3982
    Raffa Investment Advisers252 clientsAsset manager
    Schwab 100%
    $1.7B
  23. 3983
    Rothschild Wealth LLCOakbrook, IL · 3,656 clientsWealth managerHybridRothschild Investment LLC
    Schwab 67%Pershing 33%
    $1.7B
  24. 3984
    Prescott General Partners LLCBoca Raton, FL · 1 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  25. 3985
    Parsifal Capital Management, LPGreenwich, CT · 5 clientsPrivate fund adviser
    Morgan Stanley 47%UBS 35%
    $1.7B
  26. 3986
    Corundum Group, Inc.Colorado Springs, CO · 157 clientsPrivate fund adviser
    RBC 100%
    $1.7B
  27. 3987
    CRA Financial Services, L.L.C.Northfield, NJ · 1,433 clientsWealth manager
    Fidelity Distributors Company 75%Schwab 25%
    $1.7B
  28. 3988
    MAG CapRidgeland, MS · 1,566 clientsWealth managerHybrid
    Raymond James 100%
    $1.7B
  29. 3989
    Signal Advisors Wealth, LLCDetroit, MI · 4,816 clientsWealth managerHybrid
    Schwab 58%Fidelity 42%
    $1.7B
  30. 3990
    Wellington Consulting Services IncChantilly, VA · 9,324 clientsWealth manager
    Schwab 100%
    $1.7B
  31. 3991
    Advisors Preferred LLCRockville, MD · 22 clientsAsset managerHybridCeros Financial Services, Inc., clears through National Financial Services (Fidelity), Axos Clearing
    No custodian reported
    $1.7B
  32. 3992
    Petredis Investment AdvisorsWarrendale, PA · 535 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $1.7B
  33. 3993
    Nevastar Finance LTDLondon, United Kingdom · 120 clientsWealth manager
    Lombard Odier 29%UBS 28%Rothschild & Co Bank AG 27%
    $1.7B
  34. 3994
    LEE Financial Company, LLCDallas, TX · 443 clientsWealth manager
    Schwab 54%Fidelity 46%
    $1.7B
  35. 3995
    Smith Affiliated Capital Corp.New York, NY · 195 clientsAsset manager
    Northern Trust 80%
    $1.7B
  36. 3996
    Clearwater Capital PartnersHoffman Estates, IL · 1,041 clientsWealth managerWrap sponsor
    Schwab 100%
    $1.7B
  37. 3997
    Argonne Capital Group, LLCAtlanta, GA · 19 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  38. 3998
    Ember InfrastructureNew York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  39. 3999
    Trace Capital Management LPHouston, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  40. 4000
    Transom Capital GroupEl Segundo, CA · 11 clientsPrivate fund adviser
    No custodian reported
    $1.7B

RIAs by state