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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. 4041
    Dorchester Capital Advisors, LLCLos Angeles, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  2. 4042
    Richbrook Advisors, LPNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  3. 4043
    The Hoerner Planning Group, LLCMiddleburg, VA · 432 clientsWealth manager
    Fidelity 100%
    $1.7B
  4. 4044
    Dock Street Capital Management LLCWestport, CT · 60 clientsAsset managerHybrid
    No custodian reported
    $1.7B
  5. 4045
    Bain Capital Partnership Strategies, LPBoston, MA · 7 clientsPrivate fund adviserAffiliated broker-dealerBain Capital Markets, LLC
    No custodian reported
    $1.7B
  6. 4046
    Blue Sea Capital LLCWest Palm Beach, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  7. 4047
    Martin & Company Investment CounselKnoxville, TN · 119 clientsAsset managerAffiliated broker-dealerFirst Horizon Advisors, Inc., First Horizon Bank, clears through National Financial Services (Fidelity)
    Northern Trust 52%First Horizon Bank 31%
    $1.7B
  8. 4048
    LPC Realty Advisors I, LLCChicago, ILAsset manager
    No custodian reported
    $1.6B
  9. 4049
    Personal CFO Solutions LLCChester, NJ · 653 clientsWealth managerHybrid
    Fidelity 100%
    $1.6B
  10. 4050
    Pathway Financial Advisors, LLCSouth Burlington, VT · 253 clientsWealth manager
    Schwab 60%Fidelity 28%
    $1.6B
  11. 4051
    MWP Advisory, LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  12. 4052
    Park Presidio Capital LLCSan Francisco, CA · 6 clientsPrivate fund adviser
    Citi 66%Morgan Stanley 34%
    $1.6B
  13. 4053
    Lyell Wealth Management LPMenlo Park, CA · 307 clientsWealth manager
    Schwab 100%
    $1.6B
  14. 4054
    ERA Partners LLCSan Francisco, CA · 14 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  15. 4055
    Strategic Wealth Partners, LTD.Independence, OH · 3,674 clientsWealth managerHybrid
    Schwab 85%
    $1.6B
  16. 4056
    Cordillera Investment Partners, L.P.San Francisco, CA · 27 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  17. 4057
    Scarborough Capital ManagementAnnapolis, MD · 2,664 clientsWealth managerHybrid
    Schwab 100%
    $1.6B
  18. 4058
    Buck Wealth Strategies, LLCDenver, CO · 2,948 clientsWealth managerHybrid
    Fidelity 63%Schwab 37%
    $1.6B
  19. 4059
    ARS Wealth AdvisorsSt. Petersburg, FL · 1,071 clientsWealth managerAffiliated broker-dealer
    Schwab 100%
    $1.6B
  20. 4060
    Steel Grove Capital Advisors, LLCMemphis, TN · 884 clientsWealth manager
    Schwab 100%
    $1.6B
  21. 4061
    Tree Line ManagementHong Kong, Hong Kong · 1 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  22. 4062
    Willow WealthNew York, NY · 411 clientsPrivate fund adviserHybridWillow Wealth Markets LLC
    No custodian reported
    $1.6B
  23. 4063
    First Principles Group23 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  24. 4064
    USA Financial ExchangeAda, MI · 10,265 clientsWealth managerHybridSaybrus Equity Services, LLC, Trinity Wealth Securities, L.L.C.
    Axos 98%
    $1.6B
  25. 4065
    Ardsley PartnersNorwalk, CT · 11 clientsPrivate fund adviser
    Morgan Stanley 100%
    $1.6B
  26. 4066
    Penobscot Investment Management Company, Inc.Boston, MA · 562 clientsWealth manager
    Schwab 64%Fidelity 24%
    $1.6B
  27. 4067
    Forgelight LLCMiami, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  28. 4068
    Provenio CapitalNewport Beach, CA · 128 clientsWealth manager
    No custodian reported
    $1.6B
  29. 4069
    Zweig-Dimenna Associates LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  30. 4070
    TOM Johnson Investment Management, LLCOklahoma City, OK · 5,631 clientsWealth managerPublic-company owned
    Fidelity 51%Schwab 49%
    $1.6B
  31. 4071
    Rodgers & AssociatesLancaster, PA · 997 clientsWealth managerAffiliated broker-dealerKestra Investment Services, LLC
    Schwab 80%
    $1.6B
  32. 4072
    Shellback Capital, LPBoston, MA · 3 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  33. 4073
    Karpreilly, LLCGreenwich, CT · 7 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  34. 4074
    Wealhouse Capital Limited PartnershipToronto, Ontario, Canada · 10 clientsWealth manager
    Morgan Stanley 80%
    $1.6B
  35. 4075
    FS Fund Advisor, LLCPhiladelphia, PA · 1 clientsAsset managerHybridFS Investment Solutions, LLC
    No custodian reported
    $1.6B
  36. 4076
    Trivium Point Advisory, LLCWilton, CT · 850 clientsWealth managerHybrid
    Schwab 60%LPL Financial 25%
    $1.6B
  37. 4077
    Matisse CapitalPortland, OR · 358 clientsAsset manager
    Schwab 76%Vanguard 24%
    $1.6B
  38. 4078
    Third Avenue Management LLCNew York, NY · 17 clientsAsset managerHybrid
    Interactive Brokers 100%
    $1.6B
  39. 4079
    Telos Capital Management, Inc.San Diego, CA · 956 clientsWealth manager
    Schwab 100%
    $1.6B
  40. 4080
    Intrepid Capital Management IncJacksonville Beach, FL · 671 clientsAsset managerHybrid
    U.S. Bank 82%
    $1.6B

RIAs by state