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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. 4121
    Alpha Square Group S, LLCNew York, NY · 35 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  2. 4122
    Means Wealth ManagementBangor, ME · 1,375 clientsWealth manager
    Fidelity 100%
    $1.6B
  3. 4123
    Lone View CapitalLos Angeles, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  4. 4124
    Sentinel Dome Partners, LLCBurlingame, CA · 24 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  5. 4125
    Consolidated Portfolio Review CorpWoodbury, NY · 6,228 clientsWealth managerHybridImpactu.investments, LLC, Vanderbilt Securities, LLC, clears through National Financial Services (Fidelity)
    No custodian reported
    $1.6B
  6. 4126
    Tanglewood Total Wealth Management, Inc.Houston, TX · 417 clientsWealth manager
    Schwab 100%
    $1.6B
  7. 4127
    Rollins Financial Advisors, LLCAtlanta, GA · 1,004 clientsWealth managerAffiliated broker-dealer
    Fidelity 52%Schwab 48%
    $1.6B
  8. 4128
    Sunstone PartnersSan Mateo, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  9. 4129
    Compass ION Advisors, LLCConshohocken, PA · 1,204 clientsWealth managerHybrid
    Schwab 76%Fidelity 24%
    $1.6B
  10. 4130
    Summa Corp.The Woodlands, TX · 88 clientsWealth managerHybrid
    J.P. Morgan 34%Goldman Sachs 28%Banque Pictet & CIE SA 22%
    $1.6B
  11. 4131
    Dune Real Estate Partners LPNew York, NY · 25 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  12. 4132
    Ciccarelli Advisory Services IncNaples, FL · 3,553 clientsWealth managerHybrid
    Schwab 64%SEI 36%
    $1.6B
  13. 4133
    Marshall + Sterling Wealth Advisors, Inc.Poughkeepsie, NY · 902 clientsAsset managerHybrid
    LPL Financial 100%
    $1.6B
  14. 4134
    Painswick Capital Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  15. 4135
    Lake Hill Capital Management, LLCNew York, NY · 2 clientsAsset manager
    SG Americas Securities 100%
    $1.6B
  16. 4136
    Duration Asset Management, LLCDallas, TX · 8 clientsPrivate fund adviserHybridSmith Capital Markets, LLC.
    Cantor Fitzgerald Securities 92%
    $1.6B
  17. 4137
    Locust Point CapitalMiami, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  18. 4138
    Homestead Capital USA, LLCSan Francisco, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  19. 4139
    Kavar Capital PartnersLeawood, KS · 457 clientsWealth managerAffiliated broker-dealer
    Schwab 100%
    $1.6B
  20. 4140
    Sweetwater Private EquityEncinitas, CA · 14 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  21. 4141
    Credicorp Capital Advisors LLCMiami, FL · 369 clientsAsset managerHybridCredicorp Capital LLC, Prima AFP
    Pershing 100%
    $1.6B
  22. 4142
    Metaurus Advisors LLCWestport, CT · 5 clientsAsset managerHybrid
    Northern Trust 100%
    $1.6B
  23. 4143
    ILS Advisory Services, LLCNashville, TN · 2 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  24. 4144
    Thrive Wealth Management, LLCAudubon, PA · 870 clientsWealth manager
    Schwab 100%
    $1.6B
  25. 4145
    Vercap Management LLCLos Angeles, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  26. 4146
    Petersen Hastings Wealth Advisors, Inc.Kennewick, WA · 1,309 clientsWealth manager
    LPL Financial 68%
    $1.6B
  27. 4147
    Calton & Associates, Inc.Tampa, FL · 5,283 clientsBroker-dealer firmHybrid
    Fidelity 48%Schwab 29%
    $1.6B
  28. 4148
    Astatine Investment PartnersGreenwich, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  29. 4149
    Dundee Maestro Management, LP13 clientsPrivate fund adviserAffiliated broker-dealerCrescendo Markets LLC
    No custodian reported
    $1.6B
  30. 4150
    ATL Advisor LPNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  31. 4151
    Inverness Graham Investments, Inc.Wayne, PA · 29 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  32. 4152
    Brandywine Oak Private Wealth LLCKennett Square, PA · 507 clientsWealth manager
    Fidelity 100%
    $1.6B
  33. 4153
    Light Street Capital Management, LLCPalo Alto, CA · 24 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  34. 4154
    Flat Rock GlobalJackson, WY · 3 clientsAsset managerHybrid
    No custodian reported
    $1.6B
  35. 4155
    Astra Wealth Management GroupPlano, TX · 964 clientsWealth managerHybrid
    Fidelity 100%
    $1.6B
  36. 4156
    Delta-V Capital, LLCDenver, CO · 25 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  37. 4157
    Lab Quantitative Strategies, LLCDenver, CO · 3 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  38. 4158
    PER Stirling Capital Management, LLCAustin, TX · 1,101 clientsWealth managerHybrid
    Fidelity 90%
    $1.6B
  39. 4159
    Invst, LLCIndianapolis, IN · 2,301 clientsWealth managerHybrid
    Schwab 100%
    $1.6B
  40. 4160
    Evertern Wealth, LLCNaples, FL · 233 clientsWealth managerHybrid
    Goldman Sachs 100%
    $1.6B

RIAs by state