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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. 7561
    Morse Asset Management, Inc.Darien, CT · 198 clientsWealth manager
    Schwab 48%Citi 31%
    $534M
  2. 7562
    Peirce Capital Management, LLCThe Woodlands, TX · 165 clientsWealth manager
    Schwab 63%Fidelity 37%
    $534M
  3. 7563
    Robertson Investment ManagementHouston, TX · 1,143 clientsWealth managerHybrid
    Pershing 64%Schwab 36%
    $534M
  4. 7564
    Affiliated Private Investors LLCWest Palm Beach, FL · 27 clientsWealth manager
    No custodian reported
    $534M
  5. 7565
    Jacksonville Wealth ManagementJacksonville, FL · 1,034 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $534M
  6. 7566
    New Capital Management, LPHouston, TX · 130 clientsWealth manager
    No custodian reported
    $534M
  7. 7567
    Sky Island CapitalDallas, TX · 9 clientsPrivate fund adviser
    No custodian reported
    $533M
  8. 7568
    Bayberry Capital Partners LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $533M
  9. 7569
    Collective Family Office, LLCYork, PA · 146 clientsWealth manager
    Schwab 100%
    $533M
  10. 7570
    Trigran Investments, Inc.Northbrook, IL · 2 clientsPrivate fund adviser
    Comerica Bank 66%
    $533M
  11. 7571
    Wealth Intelligently Navigated, LLCGreer, SC · 408 clientsWealth manager
    Schwab 100%
    $533M
  12. 7572
    Argonautica Private Wealth Management, IncWellesley, MA · 121 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $533M
  13. 7573
    Cimarron Healthcare Capital, LLCSalt Lake City, UT · 7 clientsPrivate fund adviser
    No custodian reported
    $533M
  14. 7574
    Consultiva Wealth Management, Corp.San Juan, PR · 137 clientsBroker-dealer firmHybridSavile Capital Markets LLC, clears through RBC Capital Markets, StoneX
    Banco Popular De Puerto Rico 71%Huntleigh Securities 29%
    $533M
  15. 7575
    CMT Asset Management LLCChicago, IL · 14 clientsPrivate fund adviser
    No custodian reported
    $533M
  16. 7576
    Brophy Wealth Management, LLCBedford, NH · 391 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $533M
  17. 7577
    Passport Capital, LLCSan Francisco, CA · 17 clientsPrivate fund adviser
    No custodian reported
    $532M
  18. 7578
    Eight 31 Financial, LLCMidland, TX · 74 clientsWealth managerWrap sponsor
    Pershing 100%
    $532M
  19. 7579
    Founders Grove Wealth Partners, LLCRichmond, VA · 169 clientsWealth manager
    Schwab 100%
    $532M
  20. 7580
    White Pine Investment CoLivonia, MI · 355 clientsWealth manager
    Schwab 100%
    $532M
  21. 7581
    P. Schoenfeld Asset Management LPNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $532M
  22. 7582
    DST Wealth Management LLCIndian Wells, CA · 197 clientsWealth managerHybrid
    Schwab 100%
    $532M
  23. 7583
    Elevated Financial GroupIndianapolis, IN · 716 clientsWealth managerHybrid
    Schwab 59%Transamerica Capital 25%
    $532M
  24. 7584
    MH Advisory Services LLC1 clientsPrivate fund adviser
    No custodian reported
    $532M
  25. 7585
    Cerro Pacific Wealth Advisors, LLCSan Luis Obispo, CA · 254 clientsWealth manager
    Fidelity 100%
    $532M
  26. 7586
    XXI Wealth, LLCChicago, IL · 87 clientsWealth manager
    Schwab 100%
    $532M
  27. 7587
    New Silk RouteNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $532M
  28. 7588
    Ceeto Capital Group, LLCCoral Gables, FL · 18 clientsWealth manager
    Fidelity 69%Salem Trust 31%
    $531M
  29. 7589
    Sardis Group, LLCAtlanta, GA · 10 clientsAsset manager
    Federal Home Loan Bank of Atlanta 85%
    $531M
  30. 7590
    Cap91 Partners Management LLCRichmond, VA · 2 clientsPrivate fund adviser
    No custodian reported
    $531M
  31. 7591
    Titan Retirement Advisors LLCFulshear, TX · 383 clientsAsset managerHybrid
    Interactive Brokers 89%
    $531M
  32. 7592
    RAI WealthNaperville, IL · 450 clientsWealth managerHybrid
    Schwab 100%
    $531M
  33. 7593
    Trinity Portfolio Advisors, LLCSouthlake, TX · 622 clientsWealth manager
    Fidelity 100%
    $531M
  34. 7594
    Securitize Capital LLCMiami, FL · 7 clientsPrivate fund adviserHybridSecuritize Markets, LLC
    No custodian reported
    $530M
  35. 7595
    Santa Barbara ManagementChicago, IL · 9 clientsWealth manager
    Schwab 100%
    $530M
  36. 7596
    Matheson & Rock Wealth Management, LLCDavenport, IA · 428 clientsWealth manager
    Schwab 100%
    $530M
  37. 7597
    A-Street Management LP4 clientsPrivate fund adviser
    No custodian reported
    $530M
  38. 7598
    Carlson Capital, L.P.Dallas, TX · 14 clientsPrivate fund adviser
    No custodian reported
    $530M
  39. 7599
    Pension & Wealth Management AdvisorsWaltham, MA · 523 clientsWealth manager
    Fidelity 100%
    $530M
  40. 7600
    Denver Wealth Management, Inc.Denver, CO · 986 clientsWealth managerHybrid
    LPL Financial 100%
    $530M

RIAs by state