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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. 5561
    Stonebrook Private LLCNorthville, MI · 596 clientsWealth managerWrap sponsor
    Raymond James 100%
    $937M
  2. 5562
    Pabrai Investment FundsWest Lake Hills, TX · 6 clientsPrivate fund adviser
    Fidelity 72%UBS 28%
    $936M
  3. 5563
    ARA GC Partners, LLCHouston, TX · 11 clientsPrivate fund adviser
    No custodian reported
    $936M
  4. 5564
    Hartline Investment CorporationWinnetka, IL · 266 clientsWealth manager
    Schwab 77%J.P. Morgan 23%
    $935M
  5. 5565
    HeronbridgeBath, United Kingdom · 4 clientsPrivate fund adviser
    J.P. Morgan 100%
    $935M
  6. 5566
    Financial Solutions Advisory GroupChicago, IL · 360 clientsWealth manager
    Schwab 100%
    $935M
  7. 5567
    Crane & Associates Wealth ManagementFullerton, CA · 468 clientsBroker-dealer firmHybrid
    Schwab 79%
    $935M
  8. 5568
    Uniting Wealth PartnersDenver, CO · 854 clientsWealth manager
    Raymond James 76%Schwab 24%
    $935M
  9. 5569
    Sandlot Partners, LLCOrem, UT · 49 clientsPrivate fund adviser
    No custodian reported
    $934M
  10. 5570
    Telescope Partners LLCSan Francisco, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $934M
  11. 5571
    Johnson BixbyVancouver, WA · 777 clientsWealth managerHybrid
    Schwab 100%
    $934M
  12. 5572
    Mountain Pacific Investment Advisers, LLCBoise, ID · 319 clientsWealth manager
    Schwab 100%
    $934M
  13. 5573
    SEM Wealth ManagementTucson, AZ · 1,990 clientsWealth manager
    Axos 100%
    $933M
  14. 5574
    Trails Edge Capital Partners, LPAtlanta, GA · 3 clientsPrivate fund adviser
    No custodian reported
    $933M
  15. 5575
    Estabrook Capital Management LLCNew York, NY · 767 clientsWealth manager
    Schwab 81%
    $933M
  16. 5576
    Toscafund Asset ManagementLondon, United Kingdom · 7 clientsPrivate fund adviser
    No custodian reported
    $933M
  17. 5577
    3l Capital Management, LLCLos Angeles, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $932M
  18. 5578
    LsiaBloomfield Hills, MI · 193 clientsWealth manager
    Schwab 100%
    $932M
  19. 5579
    J. Safra Sarasin Asset Management (north America) LTDGeneva, Switzerland · 225 clientsWealth managerBank-affiliatedAffiliated broker-dealerBank J. Safra Sarasin AG, Safra Securities LLC
    Bank J. Safra Sarasin LTD. 100%
    $932M
  20. 5580
    Prevail Innovative Wealth Advisors, LLCLeawood, KS · 822 clientsWealth managerWrap sponsor
    Schwab 100%
    $932M
  21. 5581
    Nw1 PartnersLondon, United Kingdom · 4 clientsPrivate fund adviser
    No custodian reported
    $932M
  22. 5582
    Frisch Financial Group, Inc.Melville, NY · 601 clientsWealth manager
    Schwab 100%
    $932M
  23. 5583
    Clearalpha Technologies LPGreenwich, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $932M
  24. 5584
    PCG Wealth ManagementOverland Park, KS · 1,959 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $931M
  25. 5585
    Sky Investment Group LLCHartford, CT · 396 clientsWealth manager
    Schwab 69%
    $931M
  26. 5586
    Brighton Securities Corp.Rochester, NY · 1,795 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $931M
  27. 5587
    PGI Wealth ManagementAlpharetta, GA · 497 clientsWealth manager
    Schwab 100%
    $931M
  28. 5588
    RB Capital Management, LLCReno, NV · 648 clientsWealth managerWrap sponsorHybrid
    Pershing 67%Schwab 33%
    $931M
  29. 5589
    Sandalwood Securities, Inc.Roseland, NJ · 8 clientsPrivate fund adviser
    No custodian reported
    $930M
  30. 5590
    Strategy Asset Managers L.L.C.Pasadena, CA · 633 clientsWealth managerHybrid
    Schwab 100%
    $930M
  31. 5591
    Trinity Fund Advisors LLCMiami, FL · 9 clientsPrivate fund adviser
    No custodian reported
    $930M
  32. 5592
    Stablepoint Partners, LLCBraintree, MA · 561 clientsWealth managerWrap sponsor
    Goldman Sachs 100%
    $930M
  33. 5593
    Wick Capital Partners, LLCWayne, PA · 367 clientsWealth manager
    Schwab 100%
    $930M
  34. 5594
    Miri Capital Management LLCBoston, MA · 4 clientsPrivate fund adviser
    No custodian reported
    $930M
  35. 5595
    Investmark Advisory Group LLCShelton, CT · 690 clientsWealth managerHybrid
    Fidelity 75%SEI 25%
    $930M
  36. 5596
    Galecki Financial Management IncFort Wayne, IN · 530 clientsWealth manager
    No custodian reported
    $929M
  37. 5597
    Oppenheimer Investment Management LLCNew York, NY · 61 clientsAsset managerHybridOppenheimer & Co. Inc., Oppenheimer Europe LTD.
    U.S. Bank 100%
    $929M
  38. 5598
    Canvas Wealth Advisors, LLCShawnee, KS · 553 clientsWealth manager
    Fidelity 100%
    $929M
  39. 5599
    Mountain Capital Investment Advisors IncWestminster, CO · 1,191 clientsWealth manager
    Schwab 89%
    $929M
  40. 5600
    Old Mission Investment Company, LLCTraverse City, MI · 1,055 clientsWealth manager
    Fidelity Distributors Company 100%
    $929M

RIAs by state