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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. 5361
    Aire Advisors, LLCBeverly Hills, CA · 369 clientsWealth manager
    Fidelity 100%
    $1.0B
  2. 5362
    West Paces Advisors, Inc.Atlanta, GA · 255 clientsWealth manager
    Schwab 100%
    $1.0B
  3. 5363
    M Financial Investment Advisers IncPortland, OR · 1 clientsAsset managerHybridM Financial Securities Marketing, Inc., M Holdings Securities, Inc.
    No custodian reported
    $1.0B
  4. 5364
    Great Hill Capital, LLC76 clientsWealth manager
    Interactive Brokers 100%
    $1.0B
  5. 5365
    East Coast Asset Management, LLCEssex, MA · 211 clientsAsset manager
    State Street 48%Fidelity 32%
    $1.0B
  6. 5366
    Volofin Capital ManagementDaniel Island, SC · 2 clientsAsset manager
    No custodian reported
    $1.0B
  7. 5367
    PYA Waltman Capital, LLCKnoxville, TN · 424 clientsWealth manager
    Fidelity 100%
    $1.0B
  8. 5368
    McGlone Suttner Wealth Management, Inc.Appleton, WI · 708 clientsWealth manager
    Fidelity 100%
    $1.0B
  9. 5369
    Bhms Investments, LPWestport, CT · 7 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  10. 5370
    Corbyn Investment Management IncLutherville, MD · 444 clientsAsset managerHybrid
    Schwab 55%Fidelity 32%
    $1.0B
  11. 5371
    Longuevue Management Company LLCMetairie, LA · 4 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  12. 5372
    The Quarry LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  13. 5373
    Longford CapitalChicago, IL · 4 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  14. 5374
    Burling Wealth PartnersChicago, IL · 253 clientsWealth manager
    Schwab 100%
    $1.0B
  15. 5375
    Bluesky Wealth Advisors, LLCNew Bern, NC · 351 clientsWealth manager
    Schwab 100%
    $1.0B
  16. 5376
    Msouth Equity Partners, LLCAtlanta, GA · 2 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  17. 5377
    Lateral Investment Management, LLCBurlingame, CA · 23 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  18. 5378
    Fincadia Advisors LLCMelville, NY · 2 clientsPrivate fund adviserHybrid
    No custodian reported
    $1.0B
  19. 5379
    Quantum Capital Management, LLCNorthfield, NJ · 133 clientsAsset manager
    Schwab 51%UMB Financial Services 49%
    $1.0B
  20. 5380
    Hudock Capital GroupWilliamsport, PA · 921 clientsWealth managerWrap sponsorHybrid
    Pershing 88%
    $1.0B
  21. 5381
    Azimut Investment Advisors LLCMiami, FL · 384 clientsAsset managerHybridSanctuary Securities, Inc.
    Pershing 40%EFG Bank 35%Pictet 26%
    $1.0B
  22. 5382
    Everest Financial GroupMinneapolis, MN · 1,940 clientsWealth managerHybrid
    Schwab 100%
    $1.0B
  23. 5383
    Oliver Luxxe Assets LLCGladstone, NJ · 471 clientsWealth managerHybrid
    Pershing 73%Schwab 27%
    $1.0B
  24. 5384
    World Equity Group, Inc.Schaumburg, IL · 3,151 clientsBroker-dealer firmHybrid
    No custodian reported
    $1.0B
  25. 5385
    Capsouth Wealth ManagementDothan, AL · 373 clientsAsset manager
    Schwab 51%Principal Trust 28%
    $1.0B
  26. 5386
    SeedsNew York, NY · 950 clientsWealth manager
    Fidelity 58%Schwab 42%
    $1.0B
  27. 5387
    Fivespan Partners, LPSan Francisco, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  28. 5388
    Cohen Capital Management IncCorte Madera, CA · 110 clientsWealth manager
    Schwab 95%
    $1.0B
  29. 5389
    Verbena Value LPWestport, CT · 1 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  30. 5390
    Sava Capital LLCDorado, PR · 1 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  31. 5391
    Dawson PartnersNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $999M
  32. 5392
    Palm Beach Capital Management III, LLCWest Palm Beach, FL · 14 clientsPrivate fund adviser
    No custodian reported
    $999M
  33. 5393
    Henrickson Nauta Wealth Advisors, Inc.Belmont, MI · 554 clientsWealth managerHybrid
    Fidelity 100%
    $998M
  34. 5394
    Tishman Capital PartnersNew York, NY · 23 clientsPrivate fund adviser
    Fidelity 100%
    $998M
  35. 5395
    Daybright Advisory Services, Inc.Miami, FL · 696 clientsAsset managerAffiliated broker-dealerDaybright Securities, LLC
    Empower 54%Schwab 39%
    $997M
  36. 5396
    Passive Capital Management, LLCSyracuse, NY · 424 clientsWealth manager
    Schwab 100%
    $997M
  37. 5397
    Huizenga Capital Management, LLCOak Brook, IL · 21 clientsPrivate fund adviser
    No custodian reported
    $997M
  38. 5398
    Galilei Investment Office LLPLondon, United Kingdom · 38 clientsAsset manager
    Bank Julius Baer & Co. LTD, Guernsey Branch 55%
    $996M
  39. 5399
    Commonwealth Financial ServicesVienna, WV · 2,271 clientsWealth managerWrap sponsor
    Schwab 75%Fidelity 25%
    $995M
  40. 5400
    Omnia Family Wealth, LLCAventura, FL · 164 clientsWealth manager
    Pershing 100%
    $995M

RIAs by state