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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. 5481
    Hexagon Capital Partners, LLCRogers, AR · 445 clientsWealth manager
    Schwab 100%
    $965M
  2. 5482
    Curiam Capital LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $965M
  3. 5483
    Brookwood Advisors, LLCBeverly, MA · 6 clientsPrivate fund adviserHybridBrookwood Securities Partners, LLC
    No custodian reported
    $964M
  4. 5484
    Revival Healthcare Capital LLCAustin, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $964M
  5. 5485
    Grace & White, IncNew York, NY · 187 clientsWealth manager
    Tocqueville Securities L.P. 63%Butterfield Trust (bermuda) Limited 23%
    $964M
  6. 5486
    Zenith AMParis, France · 53 clientsPrivate fund adviser
    No custodian reported
    $964M
  7. 5487
    AMI Investment Management IncKendallville, IN · 315 clientsAsset manager
    Schwab 100%
    $964M
  8. 5488
    Boone Capital Management LLCAtlanta, GA · 3 clientsPrivate fund adviser
    No custodian reported
    $963M
  9. 5489
    Bison Capital Asset Management, LLCSanta Monica, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $962M
  10. 5490
    Partners for GrowthTiburon, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $962M
  11. 5491
    Cache Advisors LLCSan Francisco, CA · 7 clientsPrivate fund adviserHybridCache Securities LLC
    No custodian reported
    $962M
  12. 5492
    Intelligent Wealth Solutions LLCAustin, TX · 3,156 clientsWealth manager
    Fidelity Distributors Company 65%Schwab 35%
    $961M
  13. 5493
    White DeerHouston, TX · 15 clientsPrivate fund adviser
    No custodian reported
    $961M
  14. 5494
    Folium Capital LPBurlington, MA · 8 clientsPrivate fund adviser
    No custodian reported
    $960M
  15. 5495
    Tranquility Partners, LLCBrentwood, TN · 259 clientsWealth manager
    Fidelity 89%
    $960M
  16. 5496
    Clearlist Capital LLCNew York, NY · 4 clientsPrivate fund adviserHybridClearlist LLC, Clearlist Securities LLC
    No custodian reported
    $960M
  17. 5497
    Kingdon Capital Management, L.L.C.New York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $960M
  18. 5498
    Swander Pace CapitalBedminster, NJ · 5 clientsPrivate fund adviser
    No custodian reported
    $960M
  19. 5499
    Roehl & YI Investment Advisors, LLCEugene, OR · 500 clientsWealth managerWrap sponsor
    Schwab 55%Pershing 45%
    $959M
  20. 5500
    Militia Capital Management, LLCAustin, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $959M
  21. 5501
    Leonard Rickey Investment Advisors, P.L.L.C.Yakima, WA · 1,102 clientsWealth manager
    Schwab 100%
    $958M
  22. 5502
    Cortland Associates IncSt. Louis, MO · 387 clientsWealth manager
    Schwab 86%
    $958M
  23. 5503
    EOS Management, L.P.New York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $957M
  24. 5504
    Corsair Capital Management, L.P.New York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $957M
  25. 5505
    Comvest Credit Managers, LLCWest Palm Beach, FL · 3 clientsPrivate fund adviserHybrid
    No custodian reported
    $957M
  26. 5506
    VCC Advisors, LLCNew York, NY · 1 clientsAsset managerAffiliated broker-dealerMAN Investments Inc.
    No custodian reported
    $957M
  27. 5507
    Pioneer Family Office, LLCNorth Miami Beach, FL · 170 clientsAsset manager
    Morgan Stanley 68%Bank Julius BAR & Co.ag 32%
    $957M
  28. 5508
    MBR FinancialHouston, TX · 480 clientsWealth manager
    Fidelity 100%
    $956M
  29. 5509
    Focus Investment Advisors, IncSolana Beach, CA · 36 clientsAsset managerHybrid
    LPL Financial 100%
    $956M
  30. 5510
    Rudius Management, L.P.New York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $956M
  31. 5511
    Thorntree Capital Partners LPBoston, MA · 6 clientsPrivate fund adviser
    No custodian reported
    $955M
  32. 5512
    Foresight Global Investors, Inc.Purchase, NY · 17 clientsAsset manager
    State Street 52%J.P. Morgan 27%
    $955M
  33. 5513
    Buoyant Capital Private LimitedMumbai, India · 7,182 clientsWealth manager
    Hdfc Bank 100%
    $955M
  34. 5514
    Cdam (UK) LTDLondon, United Kingdom · 1 clientsAsset manager
    Northern Trust 56%BNY 44%
    $954M
  35. 5515
    Tarbox Family Office, Inc.Newport Beach, CA · 230 clientsWealth manager
    Schwab 100%
    $954M
  36. 5516
    Arvin Capital Management LPAustin, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $953M
  37. 5517
    Slow Capital, Inc.Greenbrae, CA · 100 clientsAsset manager
    Fidelity 64%Schwab 22%
    $953M
  38. 5518
    Builder Investment GroupAtlanta, GA · 185 clientsWealth manager
    Schwab 84%
    $953M
  39. 5519
    Ondo Capital Management LLCGreenwich, CT · 1 clientsPrivate fund adviserHybridOasis Pro Markets LLC
    No custodian reported
    $953M
  40. 5520
    D.B. Root & Company, LLCPittsburgh, PA · 777 clientsWealth manager
    Schwab 100%
    $952M

RIAs by state