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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. 4521
    Roosevelt Capital Management LLCDallas, TX · 69 clientsAsset manager
    BNY 76%
    $1.4B
  2. 4522
    Oribel Capital Management, LPNew York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  3. 4523
    Soma Capital Management LLC25 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  4. 4524
    Sheets Smith Wealth ManagementWinston Salem, NC · 423 clientsWealth manager
    Schwab 66%
    $1.4B
  5. 4525
    McIlrath & ECK, LLCArlington, WA · 1,287 clientsWealth manager
    Pershing 100%
    $1.4B
  6. 4526
    Bbva Global Wealth Advisors, Inc.Miami, FL · 792 clientsWealth managerBank-affiliatedAffiliated broker-dealerBanco Bilbao Vizcaya Argentaria Uruguay SA, Bbva Securities Inc.
    Pershing 100%
    $1.4B
  7. 4527
    Penn Davis McFarland IncDallas, TX · 211 clientsWealth manager
    Schwab 50%Frost Bank 41%
    $1.4B
  8. 4528
    Kera Capital PartnersSan Jose, CA · 329 clientsWealth manager
    Schwab 50%Fidelity 50%
    $1.4B
  9. 4529
    Miravast Asset Management, LLCNewtown, PA · 4 clientsPrivate fund adviserHybrid
    Computershare 100%
    $1.4B
  10. 4530
    One DAY in July LLCBurlington, VT · 1,381 clientsWealth manager
    Schwab 100%
    $1.4B
  11. 4531
    Weathergage Capital, LLCAustin, TX · 11 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  12. 4532
    Westminster Financial Advisory CorpBeavercreek, OH · 2,029 clientsBroker-dealer firmHybridWestminster Financial Securities, Inc., clears through National Financial Services (Fidelity)
    Fidelity 100%
    $1.4B
  13. 4533
    CitationDallas, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  14. 4534
    180 Wealth Advisors, LLCFederal Way, WA · 1,350 clientsWealth managerWrap sponsor
    Fidelity 100%
    $1.4B
  15. 4535
    Green Century Capital Management IncBoston, MA · 4 clientsAsset managerHybrid
    UMB Financial Services 100%
    $1.4B
  16. 4536
    Nelson Capital Advisors6 clientsAsset manager
    No custodian reported
    $1.4B
  17. 4537
    Packerland Brokerage Services, Inc.Green Bay, WI · 4,868 clientsBroker-dealer firmHybrid
    Hilltop Securities 100%
    $1.4B
  18. 4538
    Heartwood Partners, LLCNorwalk, CT · 18 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  19. 4539
    Seiga Asset Management LimitedHong Kong, Hong Kong · 8 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  20. 4540
    Cornerstone Capital, Inc.Palo Alto, CA · 150 clientsWealth manager
    Schwab 85%
    $1.4B
  21. 4541
    Sgroi Wealth Advisory Group LLCWest Seneca, NY · 7,676 clientsWealth managerHybrid
    IPX 100%
    $1.4B
  22. 4542
    Midwest Capital Advisors, LLCGrand Rapids, MI · 337 clientsAsset manager
    Empower Financial Services 34%Schwab 31%
    $1.4B
  23. 4543
    Symphony Financial, LTD. Co.Houston, TX · 2,850 clientsWealth managerWrap sponsorHybrid
    LPL Financial 77%Schwab 23%
    $1.4B
  24. 4544
    Galvin, Gaustad & Stein, LLCScottsdale, AZ · 856 clientsWealth managerWrap sponsor
    Fidelity 100%
    $1.4B
  25. 4545
    Chi-Rho Financial, LLCAtlanta, GA · 5 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  26. 4546
    Total Investment Management, Inc.Scottsdale, AZ · 1,186 clientsWealth managerAffiliated broker-dealerVision 4 Fund Distributors LLC
    Schwab 70%
    $1.4B
  27. 4547
    Hobe Mountain Capital Management LLCWest Palm Beach, FLAsset manager
    No custodian reported
    $1.4B
  28. 4548
    Barlow Wealth Partners, LLCLouisville, KY · 428 clientsWealth managerWrap sponsor
    Fidelity 100%
    $1.4B
  29. 4549
    Pleiad Investment AdvisorsHong Kong, Hong Kong · 13 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  30. 4550
    Gallant Capital Partners LLCLos Angeles, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  31. 4551
    Capital Investment Counsel, LLCDenver, CO · 468 clientsWealth manager
    Schwab 100%
    $1.4B
  32. 4552
    Innovatus Capital Partners, LLCNew York, NY · 21 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  33. 4553
    1315 CapitalPhiladelphia, PA · 11 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  34. 4554
    Fin CapitalSan Francisco, CA · 24 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  35. 4555
    Fifth Avenue Family OfficeNaples, FL · 9 clientsWealth manager
    J.P. Morgan 61%Schwab 31%
    $1.4B
  36. 4556
    Intellus Advisors, LLCNaples, FL · 1,029 clientsWealth managerWrap sponsor
    Raymond James 100%
    $1.4B
  37. 4557
    Moisand Fitzgerald Tamayo, LLCOrlando, FL · 912 clientsWealth manager
    Schwab 100%
    $1.4B
  38. 4558
    Gibraltar Capital Management, Inc.Tulsa, OK · 529 clientsWealth managerBank-affiliated
    Fidelity 73%Schwab 27%
    $1.3B
  39. 4559
    12 West Capital Management LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  40. 4560
    Cross Creek Advisors, LLCSalt Lake City, UT · 16 clientsPrivate fund adviser
    No custodian reported
    $1.3B

RIAs by state