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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. 4681
    Connors Investor Services IncWyomissing, PA · 662 clientsWealth manager
    Schwab 71%Morgan Stanley 29%
    $1.3B
  2. 4682
    Framework VenturesSan Francisco, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  3. 4683
    Newport Capital Group, LLCRed Bank, NJ · 252 clientsAsset managerHybridNCG Securities LLC
    Northern Trust 66%Schwab 34%
    $1.3B
  4. 4684
    American Financial Advisors IncWinter Park, FL · 799 clientsWealth manager
    Schwab 100%
    $1.3B
  5. 4685
    McDonald Partners LLCCleveland, OH · 1,170 clientsBroker-dealer firmHybridMcDonald Partners LLC
    RBC 100%
    $1.3B
  6. 4686
    Ecosystem Investment Partners, LLCBaltimore, MD · 7 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  7. 4687
    Bourgeon Capital Management LLCDarien, CT · 315 clientsWealth manager
    Schwab 100%
    $1.3B
  8. 4688
    Sovereign's Capital Management, LLCAtlanta, GA · 27 clientsPrivate fund adviserHybrid
    No custodian reported
    $1.3B
  9. 4689
    Kiltearn PartnersEdinburgh, United Kingdom · 4 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  10. 4690
    Rdst Capital LLCSeattle, WA · 3 clientsPrivate fund adviser
    BNY 100%
    $1.3B
  11. 4691
    Capital Advantage, Inc.Walnut Creek, CA · 667 clientsWealth manager
    Schwab 86%
    $1.3B
  12. 4692
    North Pier Fiduciary Management, LLCMarina Del Rey, CA · 39 clientsAsset manager
    Fidelity 48%Principal Custody Solutions 30%
    $1.3B
  13. 4693
    Pettinga Financial Advisors, LLCEvansville, IN · 712 clientsWealth managerAffiliated broker-dealer
    Schwab 87%
    $1.3B
  14. 4694
    Paul Winkler, Inc.Goodlettsville, TN · 2,459 clientsWealth manager
    Schwab 59%Axos 41%
    $1.3B
  15. 4695
    Commonwealth Investment ManagementPittsburgh, PA · 63 clientsAsset manager
    PNC Bank 71%BNY 29%
    $1.3B
  16. 4696
    Promethos Capital, LLCBoston, MA · 26 clientsAsset manager
    State Street 86%
    $1.3B
  17. 4697
    Northstar Fiduciary Partners, LLC185 clientsAsset manager
    John Hancock Distributors 93%
    $1.3B
  18. 4698
    KEB Wealth AdvisorsSpringfield, IL · 696 clientsWealth manager
    Schwab 70%Fidelity 30%
    $1.3B
  19. 4699
    Root Capital - Gestão De Recursos Ltda.São Paulo, Brazil · 37 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  20. 4700
    Armstrong, Fleming & Moore, Inc.Washington, DC · 551 clientsWealth managerHybrid
    Fidelity 100%
    $1.3B
  21. 4701
    Promus Asset Management, LLCChicago, IL · 21 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  22. 4702
    L2 Asset Management, LLC86 clientsAsset manager
    Schwab 90%
    $1.3B
  23. 4703
    Financial Council, LLCTowson, MD · 649 clientsWealth managerHybrid
    Fidelity 100%
    $1.3B
  24. 4704
    Arca Wealth, LLCPortsmouth, NH · 1,121 clientsWealth manager
    Schwab 55%Fidelity 45%
    $1.3B
  25. 4705
    Beacon Capital Management, LLCFranklin, TN · 2,098 clientsWealth managerWrap sponsor
    Fidelity 100%
    $1.3B
  26. 4706
    Sagehall Management LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  27. 4707
    Kristal.aiSingapore, Singapore · 16,986 clientsWealth manager
    No custodian reported
    $1.3B
  28. 4708
    Palisade Asset Management, LLCMinneapolis, MN · 118 clientsWealth manager
    Schwab 100%
    $1.3B
  29. 4709
    Ophir Asset Management US LLCDenver, CO · 2 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  30. 4710
    Fortitude Family OfficeScottsdale, AZ · 412 clientsWealth manager
    Schwab 100%
    $1.3B
  31. 4711
    Paul R. Ried Financial Group, LLCBellevue, WA · 1,060 clientsWealth manager
    Pershing 100%
    $1.3B
  32. 4712
    Greenlight Masters, LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  33. 4713
    Lexaurum AdvisorsOverland Park, KS · 2,230 clientsWealth managerHybrid
    Schwab 92%
    $1.3B
  34. 4714
    PFM Health Sciences, LPSan Francisco, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  35. 4715
    Managed Asset Portfolios, LLCRochester, MI · 1,663 clientsWealth managerHybrid
    Schwab 100%
    $1.3B
  36. 4716
    Truenorth WealthSalt Lake City, UT · 975 clientsWealth managerWrap sponsor
    SEI 100%
    $1.3B
  37. 4717
    Belveron Real Estate Partners, LLCSan Francisco, CA · 39 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  38. 4718
    Madison River Capital LLCNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  39. 4719
    Metzler-Payden, LLCLos Angeles, CAAsset managerHybridPayden & Rygel Distributors
    Dekabank Deutsche Girozentrale 39%State Street 38%HSBC Trinkaus & Burkhardt Gmbh 22%
    $1.3B
  40. 4720
    Chemistry Wealth Management LLCNew York, NY · 558 clientsWealth managerWrap sponsor
    Schwab 100%
    $1.3B

RIAs by state