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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. 5921
    Rosemawr Management LLCMiami Beach, FL · 13 clientsPrivate fund adviserHybrid
    No custodian reported
    $844M
  2. 5922
    Inlight WealthAtlanta, GA · 229 clientsWealth managerWrap sponsor
    Schwab 100%
    $843M
  3. 5923
    Bridge Net Lease Fund Manager LLCSandy, UT · 1 clientsPrivate fund adviserHybridApollo Global Securities, LLC, Athene Securities, LLC, clears through Pershing
    No custodian reported
    $843M
  4. 5924
    Loomis Capital Management8 clientsWealth manager
    Pershing 87%
    $842M
  5. 5925
    Purkiss Capital Advisors, LLC409 clientsWealth manager
    Fidelity 100%
    $842M
  6. 5926
    FAI Capital ManagementTampa, FL · 7 clientsAsset manager
    No custodian reported
    $842M
  7. 5927
    AUA Private Equity Partners, LLCWest Palm Beach, FL · 13 clientsPrivate fund adviser
    No custodian reported
    $842M
  8. 5928
    Stone House Investment Management, LLCTunkhannock, PA · 1,171 clientsWealth manager
    Fidelity 100%
    $842M
  9. 5929
    Akkadian Ventures, Inc.San Francisco, CA · 19 clientsPrivate fund adviser
    No custodian reported
    $841M
  10. 5930
    Guggenheim Investment Advisors, LLCNew York, NY · 25 clientsAsset managerHybridGuggenheim Funds Distributors, LLC, Guggenheim Investor Services, LLC, clears through Pershing
    Bank J. Safra Sarasin (bahamas) LTD. 100%
    $841M
  11. 5931
    Eagle Merchant PartnersAtlanta, GA · 17 clientsPrivate fund adviser
    No custodian reported
    $841M
  12. 5932
    HPE Capital Management II, LLCCincinnati, OH · 5 clientsPrivate fund adviser
    No custodian reported
    $840M
  13. 5933
    Coinbase Asset Management, LLCStamford, CT · 6 clientsAsset managerAffiliated broker-dealerCoinbase Capital Markets Corp, clears through Apex Clearing
    Coinbase Custody Trust Company 100%
    $840M
  14. 5934
    Chicory Wealth549 clientsWealth manager
    Fidelity 100%
    $840M
  15. 5935
    TFB Advisors, LLCOverland Park, KS · 1,355 clientsWealth managerHybrid
    Schwab 59%Assetmark 41%
    $840M
  16. 5936
    Adams Asset Advisors LLCDallas, TX · 118 clientsWealth manager
    Fidelity 100%
    $839M
  17. 5937
    Openview Advisors, LLCBoston, MA · 9 clientsPrivate fund adviser
    No custodian reported
    $839M
  18. 5938
    American Ventures IM LLCPalm Beach Gardens, FL · 27 clientsPrivate fund adviserHybridDominari Securities LLC
    No custodian reported
    $839M
  19. 5939
    Ancient Management LP D/b/a AncientNew York, NY · 3 clientsPrivate fund adviser
    Citi 100%
    $839M
  20. 5940
    Concise Capital Management, L.P.Miami, FL · 4 clientsAsset manager
    State Street 100%
    $839M
  21. 5941
    Net Worth Advisory Group, LLCSandy, UT · 862 clientsWealth manager
    Goldman Sachs 65%Fidelity 35%
    $838M
  22. 5942
    Acansa Investment Management Group, LLCTysons Corner, VAAsset manager
    BNY 100%
    $838M
  23. 5943
    Twin Capital Management IncMcMurray, PA · 62 clientsAsset manager
    BNY 32%PNC Bank 29%U.S. Bank 24%
    $838M
  24. 5944
    BFI Infinity LTD.Zurich, Switzerland · 262 clientsWealth manager
    Rahn+bodmer 28%
    $838M
  25. 5945
    Torreyana CapitalLa Jolla, CA · 7 clientsAsset manager
    Morgan Stanley 100%
    $837M
  26. 5946
    Pinion Wealth Management, LLCWichita, KS · 615 clientsWealth managerHybridKcoe Capital LLC
    Schwab 92%
    $837M
  27. 5947
    Market Street Wealth ManagementWest Chester, PA · 1,052 clientsWealth managerHybrid
    Fidelity 100%
    $837M
  28. 5948
    Redwood Wealth Management, LLCSanta Monica, CA · 243 clientsWealth managerHybrid
    Schwab 100%
    $837M
  29. 5949
    Freegulliver, LLCNew Orleans, LA · 221 clientsWealth manager
    Schwab 100%
    $837M
  30. 5950
    Emerging Capital PartnersWashington, DC · 12 clientsPrivate fund adviser
    No custodian reported
    $837M
  31. 5951
    Peddock Capital Advisors, LLCBraintree, MA · 173 clientsWealth manager
    Fidelity 100%
    $836M
  32. 5952
    Riverpark Advisors, LLCNew York, NY · 7 clientsAsset managerHybrid
    No custodian reported
    $836M
  33. 5953
    Carr Financial GroupWorcester, MA · 625 clientsWealth manager
    Schwab 100%
    $836M
  34. 5954
    Financial Sense Advisors, Inc.San Diego, CA · 597 clientsWealth managerHybridFinancial Sense Securities, Inc., clears through National Financial Services (Fidelity)
    Fidelity 100%
    $836M
  35. 5955
    Setpoint CapitalNew York, NY · 4 clientsPrivate fund adviser
    U.S. Bank 100%
    $835M
  36. 5956
    Novacap Management Financial Services Inc.Brossard, Quebec, Canada · 13 clientsPrivate fund adviser
    No custodian reported
    $835M
  37. 5957
    Ironarc Management, LLCAustin, TX · 23 clientsPrivate fund adviser
    No custodian reported
    $834M
  38. 5958
    Strategic Wealth Management GroupNew York, NY · 351 clientsWealth managerHybridMAY Capital Group, L.L.C.
    Schwab 100%
    $833M
  39. 5959
    FDX Advisors, Inc.Berwyn, PA · 1 clientsAsset managerAffiliated broker-dealerEnvestnet Securities, Inc., Fidx Markets LLC
    Pershing 85%
    $833M
  40. 5960
    Private Wealth Management, Inc.Memphis, TN · 131 clientsWealth manager
    Schwab 100%
    $832M

RIAs by state