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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. 4361
    Private Capital ManagementNaples, FL · 461 clientsWealth managerHybridCarnes Capital Corporation
    Fidelity 85%
    $1.4B
  2. 4362
    Fidus Investment Advisors, LLCEvanston, IL · 3 clientsAsset managerHybridFidus Securities, LLC
    No custodian reported
    $1.4B
  3. 4363
    Blue Point Capital Partners LLCCleveland, OH · 13 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  4. 4364
    Northeast Financial Group, Inc.Allentown, PA · 739 clientsAsset manager
    Schwab 70%Matrix Trust 30%
    $1.4B
  5. 4365
    D'orazio Wealth AdvisorsVienna, VA · 291 clientsWealth manager
    Schwab 69%Fidelity 31%
    $1.4B
  6. 4366
    Campbell Newman Asset Management IncMilwaukee, WI · 1,475 clientsWealth manager
    Schwab 100%
    $1.4B
  7. 4367
    Fusion Family Wealth, LLCWoodbury, NY · 368 clientsWealth manager
    Fidelity 90%
    $1.4B
  8. 4368
    Spirepoint Private Client, LLCVero Beach, FL · 1,376 clientsWealth managerWrap sponsorHybrid
    Goldman Sachs 78%
    $1.4B
  9. 4369
    MV Capital Management, Inc.Bethesda, MD · 516 clientsWealth manager
    Fidelity 88%
    $1.4B
  10. 4370
    Terracap Management LLCNaples, FL · 11 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  11. 4371
    Pinkerton Wealth PartnersCoeur D'alene, ID · 1,262 clientsWealth managerHybrid
    Schwab 99%
    $1.4B
  12. 4372
    Isthmus Partners, LLCMadison, WI · 381 clientsWealth managerWrap sponsor
    Schwab 96%
    $1.4B
  13. 4373
    Clearline Capital LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  14. 4374
    Guggenheim Asset-Backed Finance Company, LLCNew York, NYAsset managerHybridGuggenheim Securities, LLC, clears through Pershing
    No custodian reported
    $1.4B
  15. 4375
    Parkside Investments, LLCDeerfield, IL · 227 clientsWealth manager
    Fidelity 100%
    $1.4B
  16. 4376
    MPE PartnersCleveland, OH · 11 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  17. 4377
    Ironshore Financial24 clientsAsset manager
    TIAA Trust 100%
    $1.4B
  18. 4378
    Sheridan Capital PartnersChicago, IL · 6 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  19. 4379
    Terra Reit Advisors, LLCNew York, NY · 10 clientsPrivate fund adviserHybrid
    No custodian reported
    $1.4B
  20. 4380
    Bay Colony AdvisorsConcord, MA · 2,668 clientsWealth manager
    Fidelity 100%
    $1.4B
  21. 4381
    Nassau Alternative Investments LLCNew York, NY · 8 clientsAsset managerAffiliated broker-dealer1851 Securities, Inc
    J.P. Morgan 100%
    $1.4B
  22. 4382
    Sentry Investment Management, L.L.C.Stevens Point, WI · 2 clientsAsset managerAffiliated broker-dealerSentry Equity Services, Inc.
    North Trust 100%
    $1.4B
  23. 4383
    JGP Wealth Management, LLCBend, OR · 803 clientsWealth manager
    Fidelity 100%
    $1.4B
  24. 4384
    Portside Wealth Group, LLCProvo, UT · 6,475 clientsWealth managerHybrid
    Schwab 100%
    $1.4B
  25. 4385
    Oak City Investment ConsultingWake Forest, NC · 46 clientsAsset manager
    U.S. Bancorp 33%Regions Bank 24%
    $1.4B
  26. 4386
    Sanderson Wealth Management, LLCBuffalo, NY · 325 clientsWealth manager
    Fidelity 100%
    $1.4B
  27. 4387
    SLW Management CompanySan Francisco, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  28. 4388
    Paradice Investment Management LLCSydney, Australia · 6 clientsAsset manager
    Citi 76%J.P. Morgan 24%
    $1.4B
  29. 4389
    O'brien-Staley PartnersEdina, MN · 6 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  30. 4390
    1832 Asset Management U.S. Inc.Toronto, Ontario, Canada · 296 clientsAsset managerHybridMD Management Limited, Scotia Capital (USA) Inc.
    Scotiatrust 100%
    $1.4B
  31. 4391
    Anderson Hoagland & CoSt Louis, MO · 150 clientsWealth manager
    Schwab 53%Merrill / Bank of America 29%
    $1.4B
  32. 4392
    True Private Wealth Advisors, LLCSalem, OR · 1,592 clientsWealth manager
    Fidelity 100%
    $1.4B
  33. 4393
    MAN Global Private Markets (UK) LimitedLondon, United Kingdom · 8 clientsPrivate fund adviserAffiliated broker-dealerMAN Investments Inc.
    No custodian reported
    $1.4B
  34. 4394
    United Advisor GroupCincinnati, OH · 6,600 clientsWealth managerHybrid
    SEI 43%Schwab 41%
    $1.4B
  35. 4395
    Nottingham Advisors Inc.Amherst, NY · 795 clientsAsset managerAffiliated broker-dealerHand Securities, Inc
    Nottingham Trust 72%U.S. Bank 28%
    $1.4B
  36. 4396
    Kryger Capital LLCHamilton, Bermuda · 8 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  37. 4397
    Eightfold Real Estate Capital, L.P.Miami, FL · 13 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  38. 4398
    Larson Capital Management, LLCChesterfield, MO · 66 clientsPrivate fund adviserHybridLarson Financial Securities, LLC
    No custodian reported
    $1.4B
  39. 4399
    Whitehawk Capital Partners LP11 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  40. 4400
    The Edgar Lomax CompanyAlexandria, VA · 36 clientsAsset manager
    BNY 33%Principal Custody Solutions 33%
    $1.4B

RIAs by state