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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. 5201
    BOK Financial AdvisorsTulsa, OK · 3,334 clientsBroker-dealer firmHybridBokf, NA, Cavanal Hill Distributors, Inc,
    Pershing 100%
    $1.1B
  2. 5202
    Brio Financial GroupSan Francisco, CA · 804 clientsWealth managerWrap sponsor
    Schwab 100%
    $1.1B
  3. 5203
    Twin Oak ETF CompanyWellesley, MA · 5 clientsAsset managerHybrid
    No custodian reported
    $1.1B
  4. 5204
    Seer Capital Management LPNew York, NY · 64 clientsAsset manager
    No custodian reported
    $1.1B
  5. 5205
    Worthpointe626 clientsWealth manager
    Schwab 100%
    $1.1B
  6. 5206
    Bsip SLP GP, LLCFrisco, TX · 17 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  7. 5207
    Sequent Asset Management, LLCHouston, TX · 335 clientsWealth manager
    Fidelity 100%
    $1.1B
  8. 5208
    Form Wealth Advisors, LLCLake Geneva, WI · 794 clientsWealth manager
    Raymond James 100%
    $1.1B
  9. 5209
    Stepp & Rothwell IncOverland Park, KS · 340 clientsWealth manager
    Schwab 100%
    $1.1B
  10. 5210
    Armbruster Capital Management, Inc.Pittsford, NY · 524 clientsWealth manager
    Schwab 100%
    $1.1B
  11. 5211
    Griffin Asset Management, LLCNew York, NY · 689 clientsWealth manager
    Fidelity 47%Pershing 30%UBS 24%
    $1.1B
  12. 5212
    Freedom 3 Capital LLCNew York, NY · 23 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  13. 5213
    Preston CapitalAliso Viejo, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  14. 5214
    Revolvercap Management, L.P.Teaneck, NJ · 3 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  15. 5215
    Nordea Investment Management North America, Inc.New York, NY · 1 clientsAsset managerAffiliated broker-dealerNordea Investment Management AB, Nordea Securities LLC
    State Street 100%
    $1.1B
  16. 5216
    DGS Capital ManagementJersey City, NJ · 400 clientsWealth manager
    Schwab 100%
    $1.1B
  17. 5217
    Connelly Capital Management LLCGuaynabo, PR · 3 clientsPrivate fund adviserAffiliated broker-dealer
    No custodian reported
    $1.1B
  18. 5218
    Goldstone Financial Group, LLCOakbrook Terrace, IL · 1,675 clientsWealth manager
    Schwab 100%
    $1.1B
  19. 5219
    Virtus Alternative Investment Advisers, LLCHartford, CT · 4 clientsAsset managerAffiliated broker-dealerVP Distributors, LLC
    No custodian reported
    $1.1B
  20. 5220
    Sator Grove Management Company, LLC2 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  21. 5221
    Wndrco Capital Management LLCSan Francisco, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  22. 5222
    GR Financial Group, LLCTucson, AZ · 1,553 clientsWealth managerHybrid
    Fidelity 100%
    $1.1B
  23. 5223
    Jamison Private Wealth Management, Inc.Milton, GA · 534 clientsWealth manager
    Schwab 100%
    $1.1B
  24. 5224
    Faithward Advisors, LLCLancaster, PA · 3,114 clientsWealth managerHybrid
    Schwab 100%
    $1.1B
  25. 5225
    Arohi Asset Management PTE LTD.Singapore, Singapore · 7 clientsPrivate fund adviser
    Kotak Mahindra Bank LTD. 53%Caceis Bank, Luxembourg Branch 26%
    $1.1B
  26. 5226
    Liberty One Investment ManagementLibertyville, IL · 10 clientsAsset managerHybrid
    Pershing 88%
    $1.1B
  27. 5227
    Timber Bay Partners, LLCCincinnati, OH · 4 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  28. 5228
    Whitefort Capital Management, LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  29. 5229
    Post Road Group LLCStamford, CT · 26 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  30. 5230
    Petiole USA LimitedNew York, NY · 1 clientsAsset manager
    No custodian reported
    $1.1B
  31. 5231
    Panoramika Advisors Inc.Miami, FL · 26 clientsAsset manager
    State Street 42%
    $1.1B
  32. 5232
    Southern Financial Group, LLCBirmingham, AL · 1,146 clientsWealth managerHybrid
    Fidelity 100%
    $1.1B
  33. 5233
    CoyleGlenview, IL · 439 clientsWealth manager
    Schwab 100%
    $1.0B
  34. 5234
    Dtcp USA LLCLas Vegas, NV · 6 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  35. 5235
    Mack Real Estate Credit Strategies, L.P.New York, NY · 14 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  36. 5236
    Sittner & Nelson, LLCEugene, OR · 475 clientsWealth manager
    Schwab 100%
    $1.0B
  37. 5237
    QP Global Family Offices, LLCGreenwich, CT · 15 clientsWealth managerHybrid
    No custodian reported
    $1.0B
  38. 5238
    Counterpointe Investment Management LLCStamford, CTAsset manager
    Massachusetts Mutual Life Insurance 100%
    $1.0B
  39. 5239
    Matauro, LLCNew York, NY · 876 clientsWealth managerHybrid
    Fidelity 100%
    $1.0B
  40. 5240
    Bayou City EnergyHouston, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $1.0B

RIAs by state