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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. 4561
    Standard Crypto Management LP6 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  2. 4562
    776 Management, LLC31 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  3. 4563
    Greenpoint PartnersNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  4. 4564
    MSH Capital Advisors LLCScottsdale, AZ · 2,361 clientsWealth managerHybridM. S. Howells & Co., clears through Pershing
    Schwab 100%
    $1.3B
  5. 4565
    Cohalo31 clientsAsset manager
    Schwab 100%
    $1.3B
  6. 4566
    Hill Investment GroupSt. Louis, MO · 382 clientsWealth managerHybrid
    Schwab 98%
    $1.3B
  7. 4567
    The Milwaukee CompanyThiensville, WI · 56 clientsAsset manager
    Fidelity 100%
    $1.3B
  8. 4568
    Strategy Capital LLCLos Altos, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  9. 4569
    Equity Resource Investments, LLCCambridge, MA · 68 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  10. 4570
    Weatherbie Capital, LLCBoston, MA · 80 clientsAsset managerHybridAlger Management, (singapore) PTE. LTD., Alger Management, LTD
    Northern Trust 32%State Street 31%
    $1.3B
  11. 4571
    Orangewood Partners Management LLCNew York, NY · 19 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  12. 4572
    Wealth Advisors GroupFort Wayne, IN · 1,057 clientsWealth manager
    Schwab 100%
    $1.3B
  13. 4573
    Lodestar Private Asset Management LLCAlamo, CA · 549 clientsWealth manager
    Schwab 100%
    $1.3B
  14. 4574
    Permira Credit LLCSan Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  15. 4575
    Invision Management, Inc.Chicago, IL · 4 clientsPrivate fund adviserAffiliated broker-dealerInvision Capital Advisors LLC
    No custodian reported
    $1.3B
  16. 4576
    Talbot Financial, LLCBellevue, WA · 269 clientsWealth manager
    Schwab 100%
    $1.3B
  17. 4577
    Payne Capital Management, LLCNew York, NY · 1,011 clientsWealth manager
    Fidelity 100%
    $1.3B
  18. 4578
    Quadcap Wealth Management, LLCFrisco, TX · 582 clientsWealth manager
    Schwab 100%
    $1.3B
  19. 4579
    FMP Wealth AdvisersAustin, TX · 748 clientsWealth manager
    Schwab 100%
    $1.3B
  20. 4580
    Cypress Wealth Services, LLCPalm Desert, CA · 836 clientsWealth managerHybrid
    Schwab 100%
    $1.3B
  21. 4581
    FCO Advisors LPNew York, NY · 8 clientsAsset manager
    Pershing 69%Wells Fargo 31%
    $1.3B
  22. 4582
    Hunter Associates LLCPittsburgh, PA · 1,240 clientsBroker-dealer firmHybrid
    Pershing 100%
    $1.3B
  23. 4583
    Colchis Capital Management, L.P.11 clientsPrivate fund adviser
    Computershare Corporate Trust 95%
    $1.3B
  24. 4584
    Aspen Capital Management, LLCBoise, ID · 475 clientsWealth manager
    Schwab 100%
    $1.3B
  25. 4585
    Victory FinancialAustin, TX · 3,003 clientsWealth managerHybrid
    Schwab 100%
    $1.3B
  26. 4586
    Salomon and LudwinRichmond, VA · 459 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $1.3B
  27. 4587
    American Pacific GroupLarkspur, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  28. 4588
    Industrial Opportunity Partners, LLCEvanston, IL · 3 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  29. 4589
    Centennial Securities Company IncGrand Rapids, MI · 2,520 clientsBroker-dealer firmHybrid
    No custodian reported
    $1.3B
  30. 4590
    Allied Industrial PartnersHouston, TX · 9 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  31. 4591
    Inspire Advisors, LLCMeridian, ID · 3,536 clientsWealth manager
    Schwab 87%
    $1.3B
  32. 4592
    Geometric Wealth Advisors, LLC256 clientsWealth manager
    Schwab 84%
    $1.3B
  33. 4593
    Granite State Capital Management, LPGreenwich, CT · 10 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  34. 4594
    David Wendell Associates, Inc.Portsmouth, NH · 459 clientsWealth manager
    Schwab 100%
    $1.3B
  35. 4595
    Evermay Wealth Management, LLCArlington, VA · 567 clientsWealth manager
    Schwab 100%
    $1.3B
  36. 4596
    Fiduciary Financial AdvisorsGrand Rapids, MI · 2,183 clientsWealth manager
    Schwab 69%Fidelity 31%
    $1.3B
  37. 4597
    CWS Financial Advisors LLCKalamazoo, MI · 807 clientsWealth manager
    Schwab 100%
    $1.3B
  38. 4598
    Chatterton & AssociatesAnaheim, CA · 1,542 clientsWealth managerHybrid
    SEI 100%
    $1.3B
  39. 4599
    Callahan Advisors, LLCHouston, TX · 447 clientsWealth manager
    Schwab 100%
    $1.3B
  40. 4600
    Old Peak LimitedWanchai, Hong Kong · 8 clientsPrivate fund adviser
    No custodian reported
    $1.3B

RIAs by state