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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. 4001
    Weatherly Asset ManagementDel Mar, CA · 381 clientsWealth manager
    Fidelity 100%
    $1.7B
  2. 4002
    Patton Albertson Miller Group, LLCChattanooga, TN · 627 clientsWealth managerAffiliated broker-dealer
    Fidelity 50%Schwab 50%
    $1.7B
  3. 4003
    Renwave Kore, LLCGreenwich, CT · 12 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  4. 4004
    Advyzon Investment Management, LLCLisle, IL · 61 clientsAsset manager
    Schwab 68%
    $1.7B
  5. 4005
    CPC Advisors, LLCAtlanta, GA · 981 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $1.7B
  6. 4006
    Adar1 Capital Management, LLCAustin, TX · 8 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  7. 4007
    J.M. Forbes & Co. LLPBoston, MA · 1,076 clientsWealth manager
    SEI 100%
    $1.7B
  8. 4008
    Tailwind AdvisorsFort Worth, TX · 21 clientsWealth manager
    Fidelity 58%J.P. Morgan 42%
    $1.7B
  9. 4009
    Dominus Capital Management, L.P.New York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  10. 4010
    Primus Capital Partners, Inc.Atlanta, GA · 4 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  11. 4011
    KMG Fiduciary Partners, LLCToledo, OH · 1,310 clientsWealth manager
    Fidelity 100%
    $1.7B
  12. 4012
    PerpetuaCape Town, Western Cape, South Africa · 27 clientsAsset manager
    Standard Bank 65%Nedbank 35%
    $1.7B
  13. 4013
    U.S. Global Investors, Inc.San Antonio, TX · 11 clientsAsset manager
    No custodian reported
    $1.7B
  14. 4014
    Quantitative Investment Management, LLCCharlottesville, VA · 2 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  15. 4015
    Founders Circle Capital, LLCCampbell, CA · 26 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  16. 4016
    Conway Investment SolutionsSaint Louis, MO · 11 clientsPrivate fund adviserHybrid
    Schwab 100%
    $1.7B
  17. 4017
    Muller & Monroe Asset Management,llcChicago, IL · 9 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  18. 4018
    Cannon Financial Strategists, Inc.Athens, GA · 1,015 clientsWealth managerHybridCannon Securities, Inc.
    Schwab 77%Tiaa-Cref Individual & Institutional Services 23%
    $1.7B
  19. 4019
    Capitol Meridian Partners LPWashington, DC · 17 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  20. 4020
    Orange Investment Advisors, Inc.Goshen, NY · 1,391 clientsWealth managerBank-affiliated
    Pershing 65%Northern Trust 35%
    $1.7B
  21. 4021
    Armstrong Advisory Group Inc.Needham, MA · 1,494 clientsWealth managerWrap sponsor
    Schwab 100%
    $1.7B
  22. 4022
    Aterian Investment Management, LPNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  23. 4023
    Energize Capital LLCChicago, IL · 26 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  24. 4024
    Island Investment Management LLCNew York, NY · 6 clientsPrivate fund adviserHybridAnubis Securities LLC
    No custodian reported
    $1.7B
  25. 4025
    Fora Capital, LLCMiami, FL · 4 clientsPrivate fund adviser
    Merrill / Bank of America 35%J.P. Morgan 33%Goldman Sachs 31%
    $1.7B
  26. 4026
    West RIM Capital Associates II, L.P.Lehi, UT · 22 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  27. 4027
    KBI Global Investors (north America) LTDDublin 1, Ireland · 14 clientsAsset managerHybrid
    Northern Trust 62%RBC 23%
    $1.7B
  28. 4028
    Philosophy Capital Management LLCAlamo, CA · 5 clientsPrivate fund adviser
    Goldman Sachs 82%
    $1.7B
  29. 4029
    Northern Trust Securities, IncChicago, IL · 2,053 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $1.7B
  30. 4030
    50t FundsNew York, NY · 24 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  31. 4031
    Strategic Family Wealth Counselors, L.L.C.Fairfield, NJ · 312 clientsWealth manager
    Schwab 100%
    $1.7B
  32. 4032
    Levin Capital Strategies, L.P.New York, NY · 251 clientsWealth manager
    Fidelity 100%
    $1.7B
  33. 4033
    Pickering Energy Partners LPHouston, TX · 13 clientsPrivate fund adviserHybridPEP Advisory LLC
    State Street 100%
    $1.7B
  34. 4034
    Indigo Partners LLCScottsdale, AZ · 21 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  35. 4035
    Platform Investments, LLCKansas City, MO · 28 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  36. 4036
    Hermes GPE (USA) IncNew York, NYAsset managerAffiliated broker-dealerFederated Securities Corp.
    No custodian reported
    $1.7B
  37. 4037
    Deltroit Asset Management (UK) LLPLondon, United Kingdom · 3 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  38. 4038
    Quattro Financial AdvisorsMontgomery, TX · 81 clientsPrivate fund adviser
    J.P. Morgan 50%UBS 36%
    $1.7B
  39. 4039
    Compass Group LLCNew York, NY · 7 clientsAsset managerHybridCG Compass (USA) LLC, clears through Pershing
    State Street 73%BNP Prime Services 27%
    $1.7B
  40. 4040
    Journey Advisory Group, LLCCovington, KY · 888 clientsWealth manager
    Schwab 74%Interactive Brokers 26%
    $1.7B

RIAs by state