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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. 4241
    Goehring & Rozencwajg Associates, LLCNew York, NY · 4 clientsAsset managerHybrid
    Northern Trust 53%BNY 47%
    $1.5B
  2. 4242
    22c Capital LLCBoca Raton, FL · 13 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  3. 4243
    Opus Capital ManagementCincinnati, OH · 430 clientsWealth manager
    Schwab 100%
    $1.5B
  4. 4244
    Bristol Gate Capital Partners Inc.Toronto, Canada · 724 clientsPrivate fund adviser
    UBS 65%RBC 35%
    $1.5B
  5. 4245
    Regal Healthcare Capital Management, LLCNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  6. 4246
    Cougar Global InvestmentsToronto, Canada · 8,630 clientsAsset managerAffiliated broker-dealerCarillon Fund Distributors, Inc., Cebile Capital LLP
    Raymond James 100%
    $1.5B
  7. 4247
    John G. Ullman & Associates, IncHorseheads, NY · 1,009 clientsWealth manager
    Schwab 69%Morgan Stanley 31%
    $1.5B
  8. 4248
    Ariel Alternatives, LLCChicago, IL · 6 clientsPrivate fund adviserHybridAriel Distributors, LLC
    No custodian reported
    $1.5B
  9. 4249
    Frontrange Capital Advisers, LLCDenver, CO · 27 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  10. 4250
    Clough Capital Partners, LPBoston, MA · 10 clientsAsset managerHybrid
    Schwab 100%
    $1.5B
  11. 4251
    Ashmore Investment Advisors LimitedLondon, United Kingdom · 27 clientsPrivate fund adviserHybridAshmore Investment Management (US) Corporation
    No custodian reported
    $1.5B
  12. 4252
    Excelsior Renewable Energy Management Company LPExcelsior, MN · 2 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  13. 4253
    Ancient Art, L.P.Austin, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  14. 4254
    Levine Leichtman Strategic Capital, LLCBeverly Hills, CA · 1 clientsAsset manager
    No custodian reported
    $1.5B
  15. 4255
    Platte River EquityDenver, CO · 15 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  16. 4256
    Allen Capital Group, LLCGrand Island, NE · 2,274 clientsWealth manager
    Schwab 100%
    $1.5B
  17. 4257
    Kintra Wealth, LLCWilliamsport, PA · 2,914 clientsWealth managerHybrid
    Fidelity 100%
    $1.5B
  18. 4258
    Drive Wealth AdvisersLehi, UT · 1,112 clientsWealth manager
    Fidelity Distributors Company 100%
    $1.5B
  19. 4259
    Carnelian Asset Management & Advisors Private LimitedMumbai, Maharashtra, India · 4,540 clientsWealth manager
    Nuvama Custodial Services Limited 100%
    $1.5B
  20. 4260
    Class VI Family Office, LLCDenver, CO · 201 clientsWealth managerHybridClass VI Securities, LLC
    Schwab 100%
    $1.5B
  21. 4261
    Forusall31,237 clientsAsset manager
    MID Atlantic Trust 50%Fidelity Management Trust 26%Ascensus Trust 24%
    $1.5B
  22. 4262
    Salem Partners Wealth Management, LLCLos Angeles, CA · 49 clientsWealth managerHybridSalem Partners, LLC
    Schwab 100%
    $1.5B
  23. 4263
    Santa Lucia Asset Management PTE. LTD.Singapore, Singapore · 10 clientsPrivate fund adviserHybrid
    Citi 100%
    $1.5B
  24. 4264
    Stony Point CapitalNew York, NY · 5 clientsAsset manager
    Morgan Stanley 58%Citi 42%
    $1.5B
  25. 4265
    Fosun Asset Management LimitedHong Kong, Hong Kong · 8 clientsAsset managerAffiliated broker-dealerFosun International Securities Limited
    BNP Paribas S.A. 63%
    $1.5B
  26. 4266
    Tower Bridge AdvisorsWest Conshohocken, PA · 807 clientsWealth manager
    Schwab 100%
    $1.5B
  27. 4267
    Linear B Partners LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  28. 4268
    The Informed Momentum Company LLCSolana Beach, CA · 7 clientsAsset managerAffiliated broker-dealerRoth Capital Partners, LLC
    State Street 66%Northern Trust 22%
    $1.5B
  29. 4269
    Urban Financial Advisory CorporationChicago, IL · 260 clientsWealth manager
    No custodian reported
    $1.5B
  30. 4270
    Mill Capital Management, LLCConcord, NC · 106 clientsWealth manager
    Schwab 100%
    $1.5B
  31. 4271
    Mountaingate Management Co., LLCDenver, CO · 13 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  32. 4272
    Virtus Capital Advisers, LLCHartford, CT · 213 clientsAsset managerAffiliated broker-dealerVP Distributors, LLC
    UBS 46%Northern Trust 27%Truist Bank 26%
    $1.5B
  33. 4273
    Kyobo Life Asset Management (america) Co., LTD.New York, NY · 1 clientsAsset managerAffiliated broker-dealer
    J.P. Morgan 100%
    $1.5B
  34. 4274
    Pine Grove Financial GroupWoodbury, MN · 1,404 clientsWealth manager
    Schwab 100%
    $1.5B
  35. 4275
    Whitney & CompanyRochester, NY · 739 clientsWealth manager
    Fidelity 100%
    $1.5B
  36. 4276
    Brookside Equity Partners LLCStamford, CT · 20 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  37. 4277
    Retirement Investment Advisors IncOklahoma City, OK · 1,431 clientsWealth managerBank-affiliatedAffiliated broker-dealerNFP Property & Casualty Services, Inc.
    SEI 100%
    $1.5B
  38. 4278
    Springcoast Capital Partners, L.P.New York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  39. 4279
    Archford Capital Strategies, LLCSwansea, IL · 861 clientsWealth managerHybrid
    Pershing 100%
    $1.5B
  40. 4280
    CCS Partners LLCNew York, NY · 6 clientsPrivate fund adviserHybrid
    No custodian reported
    $1.5B

RIAs by state