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KC New IRS Guidance Disallows Some Sec. 351 Exchanges And Puts The ‘Yellow Light’ On Other ETF Strategies: How To Manage The ‘Tax Risk’ Of Tax-Aware InvestingIN Americans score 60 on longevity readiness as care gaps persistIN Clients are using AI to challenge financial advice, Pacific Life survey findsIN RIA M&A veteran joins Accelerated Wealth Partners to drive deal growthIN The 401(k) moment for health benefits may be closer than you thinkIN Advisor moves: Georgia RIA launches after $1.1B breakaway, Carson and Mercer expandIN Agentic AI moves advisory firms beyond the chatbot, executives sayCW LPL revises Commonwealth retention rate to 83% ahead of November conversionIN Leading RIAs – EastCW Opinion: Fast starts are crucial to evergreen fund success
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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. 4081
    L. ROY Papp & Associates, LLPPhoenix, AZ · 576 clientsWealth manager
    Schwab 100%
    $1.6B
  2. 4082
    Tacora Capital Management, LP5 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  3. 4083
    Pasadena Private Wealth, LLCPasadena, CA · 524 clientsWealth managerHybrid
    Fidelity 83%
    $1.6B
  4. 4084
    The Nemes Rush Group, LLCNovi, MI · 881 clientsWealth managerWrap sponsorHybrid
    Raymond James 99%
    $1.6B
  5. 4085
    Bloom AdvisorsFarmington Hills, MI · 1,166 clientsWealth manager
    Fidelity 53%Schwab 47%
    $1.6B
  6. 4086
    ISC Advisors, Inc.Dallas, TX · 1,928 clientsAsset managerHybridInstitutional Securities Corporation
    RBC 27%Oneamerica Securities 25%
    $1.6B
  7. 4087
    Islandbridge Capital LimitedLondon, Greater London, United Kingdom · 22 clientsWealth manager
    Royal Bank of Canada (channel Islands) Limited 100%
    $1.6B
  8. 4088
    Fortis Capital Advisors, LLCPrairie Village, KS · 2,171 clientsWealth managerHybrid
    Schwab 89%
    $1.6B
  9. 4089
    Eurazeo North America, Inc.New York, NY · 2 clientsAsset manager
    No custodian reported
    $1.6B
  10. 4090
    Columbus Hill Capital Management, L.P.Short Hills, NJ · 6 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  11. 4091
    Satori Capital, LLCDallas, TX · 15 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  12. 4092
    Unison Investment Management, LLCSan Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  13. 4093
    Hayfin Capital Management LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  14. 4094
    Sierra Capital LLCMiami, FL · 76 clientsWealth manager
    Morgan Stanley 30%J.P. Morgan 28%Schwab 25%
    $1.6B
  15. 4095
    Teewinot Capital Advisers, L.L.C.Norwalk, CT · 8 clientsAsset manager
    Northern Trust 76%State Street 24%
    $1.6B
  16. 4096
    Sone Capital Management, LLCNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  17. 4097
    Atlantic Street Capital Management, LLCGreenwich, CT · 5 clientsPrivate fund adviserHybrid
    No custodian reported
    $1.6B
  18. 4098
    Leste Capital Partners (florida), LLCMiami, FL · 57 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  19. 4099
    Global Strategic Nextgen OcioScottsdale, AZ · 129 clientsWealth manager
    Schwab 100%
    $1.6B
  20. 4100
    Momentum Independent Network Inc.Dallas, TX · 2,879 clientsBroker-dealer firmHybridHilltop Securities Inc.
    No custodian reported
    $1.6B
  21. 4101
    The Gleason Group, Inc.Prospect, KY · 276 clientsWealth manager
    Raymond James 100%
    $1.6B
  22. 4102
    NBT Capital Management, Inc.Norwich, NY · 786 clientsAsset managerHybrid
    Schwab 100%
    $1.6B
  23. 4103
    Activant Capital Group LLCDarien, CT · 18 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  24. 4104
    FC Capital Management LLCCharlotte, NC · 7 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  25. 4105
    Buchanan Street Partners, L.P.Newport Beach, CA · 22 clientsPrivate fund adviserAffiliated broker-dealerTCW Funds Distributors LLC
    No custodian reported
    $1.6B
  26. 4106
    Rotunda Capital Partners, LLCBethesda, MD · 12 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  27. 4107
    Bouchey Financial Group, LTD.Troy, NY · 1,225 clientsWealth manager
    Schwab 100%
    $1.6B
  28. 4108
    Silverarc Capital Management, LLCBoston, MA · 4 clientsPrivate fund adviser
    Morgan Stanley 81%
    $1.6B
  29. 4109
    Financial Plan, Inc.Bellingham, WA · 924 clientsWealth manager
    Pershing 100%
    $1.6B
  30. 4110
    Tanager Wealth ManagementLondon, United Kingdom · 1,052 clientsWealth manager
    Pershing 88%
    $1.6B
  31. 4111
    Creation InvestmentsChicago, IL · 17 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  32. 4112
    Linden Global Strategies LLCNew York, NY · 175 clientsWealth manager
    BNY 63%
    $1.6B
  33. 4113
    N.E.W. Advisory Services, LLCDe Pere, WI · 4,862 clientsWealth managerHybrid
    Schwab 100%
    $1.6B
  34. 4114
    Fountaincap Research & Investment (hong Kong) Co., LimitedWan Chai, Hong Kong · 3 clientsAsset manager
    Northern Trust 43%Caceis Ireland Limited 38%
    $1.6B
  35. 4115
    CGN Advisors, LLCManhattan, KS · 1,321 clientsWealth manager
    Schwab 100%
    $1.6B
  36. 4116
    Beam Wealth Advisors, Inc.Covington, LA · 2,258 clientsWealth managerHybrid
    Fidelity 49%Raymond James 36%
    $1.6B
  37. 4117
    Alta Capital Management LLCSalt Lake City, UT · 1,308 clientsWealth managerBank-affiliatedAffiliated broker-dealer
    Schwab 100%
    $1.6B
  38. 4118
    Accolade Asset/liability Advisory ServicesColumbus, OH · 39 clientsAsset manager
    BNY 82%
    $1.6B
  39. 4119
    Tribridge Partners Financial LLCColumbia, MD · 352 clientsAsset managerHybridMMA Securities LLC
    Principal Financial Group 43%Schwab 37%
    $1.6B
  40. 4120
    Blue Owl Alternative Credit Advisors II LLCNew York, NY · 1 clientsAsset managerHybridBlue Owl Securities LLC
    No custodian reported
    $1.6B

RIAs by state