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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. 4721
    Invictus Growth PartnersSan Mateo, CA · 17 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  2. 4722
    Silver Point Specialty Credit Fund Management, LLCGreenwich, CT · 1 clientsAsset manager
    No custodian reported
    $1.3B
  3. 4723
    Andina AdvisorsLogan, UT · 711 clientsWealth manager
    Schwab 100%
    $1.3B
  4. 4724
    Canal Road Capital, LLCMiami, FL · 1 clientsPrivate fund adviser
    Bank of Montreal 83%
    $1.3B
  5. 4725
    Absher Wealth Management, LLCChapel Hill, NC · 691 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $1.3B
  6. 4726
    Enterprise InvestorsNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  7. 4727
    Legato Capital Management, LLCSan Francisco, CA · 8 clientsAsset manager
    State Street 60%J.P. Morgan 40%
    $1.3B
  8. 4728
    Ospraie Management, LLCRye, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  9. 4729
    Montis Financial, LLCWaltham, MA · 580 clientsWealth manager
    Schwab 59%Fidelity 41%
    $1.3B
  10. 4730
    Professional Advisory Services IncVero Beach, FL · 622 clientsWealth manager
    BNY 100%
    $1.3B
  11. 4731
    Hohimer Wealth Management, LLCSeattle, WA · 579 clientsWealth managerWrap sponsor
    Wells Fargo 78%
    $1.3B
  12. 4732
    Heritage Capital Advisors, LLC11 clientsAsset manager
    No custodian reported
    $1.3B
  13. 4733
    Blue Sage CapitalAustin, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  14. 4734
    Harvey Capital Partners, L.P.New York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  15. 4735
    Asset Management Group of Bank of HawaiiHonolulu, HI · 6 clientsAsset manager
    Trust Services 100%
    $1.3B
  16. 4736
    Webs Creek Capital Management LPDallas, TX · 7 clientsPrivate fund adviser
    Morgan Stanley 70%
    $1.3B
  17. 4737
    Ullmann Wealth PartnersJacksonville Beach, FL · 531 clientsWealth managerAffiliated broker-dealer
    Fidelity 100%
    $1.3B
  18. 4738
    Xypn SapphireBozeman, MT · 796 clientsWealth manager
    Schwab 100%
    $1.3B
  19. 4739
    J.J. Burns & CompanyMelville, NY · 627 clientsWealth manager
    Schwab 100%
    $1.3B
  20. 4740
    Amberjack Capital Partners, L.P.Houston, TX · 16 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  21. 4741
    Insignia Capital Group, L.P.Walnut Creek, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  22. 4742
    One Wealth Advisors, LLCSan Francisco, CA · 434 clientsWealth manager
    Fidelity 100%
    $1.3B
  23. 4743
    Brookwood Investment GroupPhoenix, AZ · 3,506 clientsWealth manager
    Schwab 100%
    $1.3B
  24. 4744
    Zadig Asset Management S.A.Strassen, Luxembourg · 6 clientsPrivate fund adviser
    State Street 100%
    $1.3B
  25. 4745
    JAY A. Fishman, LTDTroy, MI · 537 clientsWealth manager
    Schwab 100%
    $1.3B
  26. 4746
    Arbiter PartnersNew York, NY · 20 clientsPrivate fund adviser
    State Street 54%U.S. Bank 28%
    $1.3B
  27. 4747
    O'hagan Group, Inc.Bethlehem, PA · 900 clientsWealth managerHybrid
    Schwab 100%
    $1.2B
  28. 4748
    Pgim Fund Management LimitedLondon, United Kingdom · 4 clientsPrivate fund adviserAffiliated broker-dealerPgim (hong Kong) Limited, Pgim NON US Employee Co-Invest S.c.s.p
    No custodian reported
    $1.2B
  29. 4749
    Oakhurst AdvisorsLos Angeles, CA · 23 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  30. 4750
    Superstate Advisers LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  31. 4751
    Vergent Asset ManagementLondon, United Kingdom · 2 clientsAsset managerHybrid
    HSBC Saudi Arabia 41%Citi 39%
    $1.2B
  32. 4752
    Albany Road Real Estate Partners, LLCDedham, MA · 5 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  33. 4753
    NEO Ivy Capital Management, LLCNew York, NY · 3 clientsAsset manager
    J.P. Morgan 66%UBS 34%
    $1.2B
  34. 4754
    TD Capital Management LLCMemphis, TN · 451 clientsWealth manager
    Fidelity 100%
    $1.2B
  35. 4755
    Gilman Hill Asset Management, LLCNew Canaan, CT · 299 clientsWealth manager
    Fidelity 46%State Street 28%Schwab 25%
    $1.2B
  36. 4756
    Northwest Financial Advisors LLCHerndon, VA · 1,915 clientsWealth managerBank-affiliatedHybridNorthwest Financial Group LLC
    LPL Financial 100%
    $1.2B
  37. 4757
    Blackbarn Capital Partners LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  38. 4758
    Miller Tabak Asset ManagementMatawan, NJ · 936 clientsWealth manager
    No custodian reported
    $1.2B
  39. 4759
    Prometheus Wealth Management SAMMonaco, Monaco · 149 clientsWealth manager
    UBS 39%Edmond De Rothschild 33%Julius Baer 28%
    $1.2B
  40. 4760
    Alternative Capital Fund Management LLCEnglewood Cliffs, NJ · 3 clientsPrivate fund adviser
    No custodian reported
    $1.2B

RIAs by state