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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

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  1. 4961
    Kelleher Financial Advisors, LLCNew York, NY · 284 clientsWealth managerHybridWall Street Access, clears through Pershing
    Fidelity 49%Pershing 44%
    $1.2B
  2. 4962
    Korhorn Financial GroupGranger, IN · 2,339 clientsWealth managerHybrid
    Fidelity 100%
    $1.2B
  3. 4963
    Aubrey Capital ManagementEdinburgh, Mid Lothian, United Kingdom · 208 clientsPrivate fund adviserAffiliated broker-dealerLarrainvial Securities US LLC
    State Street 64%Pershing 36%
    $1.2B
  4. 4964
    Parliament Capital Management, LLCSan Juan, PR · 23 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  5. 4965
    ATW Partners LLCNew York, NY · 39 clientsPrivate fund adviserAffiliated broker-dealerChardan Capital Markets LLC, clears through Wedbush
    No custodian reported
    $1.2B
  6. 4966
    Astatine Investment PartnersGreenwich, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  7. 4967
    Ab2 Capital Partners LLCHollywood, FLWealth manager
    Citi 51%J.P. Morgan 31%
    $1.1B
  8. 4968
    Viking Fund Management LLCMinot, ND · 12 clientsAsset managerHybridIntegrity Funds Distributor, LLC
    No custodian reported
    $1.1B
  9. 4969
    Dean Capital ManagementOverland Park, KS · 3 clientsAsset manager
    Fidelity 58%U.S. Bank 22%
    $1.1B
  10. 4970
    Atlas Capital Advisors Inc.San Francisco, CA · 157 clientsWealth manager
    Schwab 85%
    $1.1B
  11. 4971
    Cityview Management Services, LLCLos Angeles, CA · 6 clientsPrivate fund adviserHybrid
    No custodian reported
    $1.1B
  12. 4972
    Corre Partners Management, LLCNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  13. 4973
    Accel Wealth ManagementWaverly, IA · 1,381 clientsWealth managerHybrid
    Schwab 72%Principal Securities 28%
    $1.1B
  14. 4974
    Lucid Advisors, Inc.Seattle, WA · 50 clientsAsset manager
    Fidelity Investments 100%
    $1.1B
  15. 4975
    Winston Capital Management LLCArlington, VA · 9 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  16. 4976
    Financial Partners Group, Inc.Overland Park, KS · 1,218 clientsWealth managerHybrid
    Fidelity 100%
    $1.1B
  17. 4977
    Aether Investment Partners, LLCLittleton, CO · 8 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  18. 4978
    ETZ Advisory LLC3 clientsWealth manager
    No custodian reported
    $1.1B
  19. 4979
    Virtus Real Estate LLCAustin, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  20. 4980
    Ironvine Capital Partners, LLCOmaha, NE · 170 clientsAsset manager
    Schwab 100%
    $1.1B
  21. 4981
    1ws Capital Advisors, LLCNew York, NY · 1 clientsAsset managerHybrid
    No custodian reported
    $1.1B
  22. 4982
    Mark Asset Management LPNew York, NY · 25 clientsAsset manager
    Goldman Sachs 42%J.P. Morgan 37%
    $1.1B
  23. 4983
    Liberty Hall Capital Partners, L.P.Charleston, SC · 7 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  24. 4984
    Telemark Asset Management, LLCBoston, MA · 1 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  25. 4985
    Elgethun Capital ManagementSioux Falls, SD · 303 clientsWealth manager
    Schwab 100%
    $1.1B
  26. 4986
    Fi3 Financial Advisors, LLCIndianapolis, IN · 258 clientsWealth manager
    Schwab 60%Fidelity 40%
    $1.1B
  27. 4987
    Infinitum Asset Management, LLCFort Lauderdale, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  28. 4988
    Waterfront Wealth Inc.Overland Park, KS · 792 clientsWealth manager
    Wells Fargo 100%
    $1.1B
  29. 4989
    Foundation Resource Management, Inc.Little Rock, AR · 250 clientsWealth manager
    Schwab 81%
    $1.1B
  30. 4990
    Guardian Wealth Strategies, LLCMinneapols, MN · 1,273 clientsWealth manager
    Schwab 87%
    $1.1B
  31. 4991
    Capital Wealth Management, LLCWest Warwick, RI · 655 clientsWealth managerHybrid
    Schwab 86%
    $1.1B
  32. 4992
    Ignite Planners LLCSan Clemente, CA · 4,610 clientsWealth managerHybrid
    Schwab 97%
    $1.1B
  33. 4993
    Sterling Investors LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  34. 4994
    Sonen Capital LLCSan Francisco, CA · 40 clientsAsset managerHybrid
    Wells Fargo 87%
    $1.1B
  35. 4995
    Oak Harvest Investment ServicesHouston, TX · 978 clientsWealth manager
    Schwab 100%
    $1.1B
  36. 4996
    Carlyle Aviation Securities Partners LLCMiami, FL · 1 clientsAsset managerAffiliated broker-dealerTCG Capital Markets L.L.C.
    Citi 100%
    $1.1B
  37. 4997
    Yosemite Management, LLCSan Francisco, CA · 6 clientsAsset manager
    No custodian reported
    $1.1B
  38. 4998
    Castle Creek CapitalSan Diego, CA · 10 clientsPrivate fund adviser
    Schwab 100%
    $1.1B
  39. 4999
    PSC Manager LLCYardley, PA · 43 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  40. 5000
    747 Capital, LLCNew York, NY · 32 clientsPrivate fund adviser
    No custodian reported
    $1.1B

RIAs by state