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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. 7881
    Sellaronda Global Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $493M
  2. 7882
    HFM Investment Advisors, Inc.220 clientsWealth manager
    Schwab 100%
    $493M
  3. 7883
    UAS Asset ManagementNew York, NY · 361 clientsWealth manager
    Pershing 100%
    $493M
  4. 7884
    Manteio Capital LLCJersey City, NJ · 9 clientsPrivate fund adviser
    No custodian reported
    $493M
  5. 7885
    Graham PartnersAsheville, NC · 3 clientsPrivate fund adviser
    No custodian reported
    $493M
  6. 7886
    Symmetry Capital Advisors LLCDallas, TX · 72 clientsWealth manager
    Schwab 100%
    $493M
  7. 7887
    Basin OIL and GAS Management, LPFort Worth, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $493M
  8. 7888
    Carr's Hill PartnersNew Orleans, LA · 8 clientsPrivate fund adviser
    No custodian reported
    $493M
  9. 7889
    True North Management Group, LLCStamford, CT · 5 clientsPrivate fund adviser
    No custodian reported
    $493M
  10. 7890
    Mastodon Advisory GroupAsset managerHybrid
    Fidelity 100%
    $492M
  11. 7891
    Engle Capital Management, L.P.Greenwich, CT · 4 clientsPrivate fund adviser
    No custodian reported
    $492M
  12. 7892
    Fusion Capital, LLCMt. Pleasant, SC · 700 clientsWealth manager
    Schwab 100%
    $492M
  13. 7893
    Hungerford Financial LLCGrand Rapids, MI · 349 clientsWealth managerHybridThomas Price
    Schwab 100%
    $492M
  14. 7894
    RPD Fund Management LLC9 clientsPrivate fund adviser
    No custodian reported
    $492M
  15. 7895
    Lifewise Wealth AdvisorsChampaign, IL · 433 clientsWealth manager
    No custodian reported
    $492M
  16. 7896
    Brick & Kyle Associates IncNewtown, PA · 427 clientsWealth manager
    No custodian reported
    $492M
  17. 7897
    Tyler Street CapitalPlymouth, MA · 13 clientsWealth manager
    Schwab 100%
    $492M
  18. 7898
    Atwater Capital, LLCLos Angeles, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $491M
  19. 7899
    Inflection Financial92 clientsAsset manager
    Schwab 49%Fidelity 36%
    $491M
  20. 7900
    Paces Ferry Wealth Advisors, LLCAtlanta, GA · 219 clientsWealth manager
    Schwab 100%
    $491M
  21. 7901
    Permit Capital, LLCWest Conshohocken, PA · 3 clientsPrivate fund adviser
    No custodian reported
    $491M
  22. 7902
    Victor Capital PartnersNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $491M
  23. 7903
    Maryland Capital Advisors, Inc.Chester, MD · 190 clientsWealth manager
    Schwab 74%Fidelity 26%
    $491M
  24. 7904
    Whitcomb & Hess, Inc.Ashland, OH · 1,368 clientsWealth manager
    Schwab 100%
    $491M
  25. 7905
    Quantum Capital GroupHouston, TX · 9 clientsPrivate fund adviser
    No custodian reported
    $491M
  26. 7906
    Redstone Advisors IncWichita, KS · 109 clientsWealth manager
    Schwab 100%
    $491M
  27. 7907
    The Life Wealth GroupWinter Garden, FL · 544 clientsWealth managerHybrid
    Fidelity 99%
    $491M
  28. 7908
    Samalin WealthChappaqua, NY · 544 clientsWealth manager
    Fidelity 100%
    $491M
  29. 7909
    Cypress Financial PlanningHaddon Heights, NJ · 432 clientsWealth manager
    Schwab 100%
    $490M
  30. 7910
    Synergy Fund Management Group LimitedCentral, Hong Kong · 10 clientsPrivate fund adviser
    BNY 70%Pictet & CIE (europe) S.A. 30%
    $490M
  31. 7911
    Cook Pine Capital LLCGreenwich, CT · 5 clientsPrivate fund adviserHybridCook Pine Securities LLC
    US Bancorp 100%
    $490M
  32. 7912
    TIM Looney Investments, LLCLongwood, FL · 505 clientsWealth manager
    Schwab 100%
    $490M
  33. 7913
    Fourpoints Investment Managers S.a.sParis, France · 467 clientsPrivate fund adviser
    No custodian reported
    $490M
  34. 7914
    Daher Capital Group, LLCJupiter, FL · 23 clientsAsset manager
    No custodian reported
    $490M
  35. 7915
    Hillcrest Credit and Income Fund II Manager, LLCNew York, NY · 3 clientsAsset manager
    No custodian reported
    $490M
  36. 7916
    Montgomery Investment Management IncRockville, MD · 108 clientsWealth managerHybrid
    Schwab 71%Merrill / Bank of America 29%
    $490M
  37. 7917
    Marquis Wealth Management GroupFort Myers, FL · 321 clientsWealth manager
    Schwab 83%
    $489M
  38. 7918
    Iron Financial LLCNorthbrook, IL · 246 clientsWealth manager
    Schwab 100%
    $489M
  39. 7919
    Ifrah Financial Services, Inc.Little Rock, AR · 598 clientsWealth manager
    No custodian reported
    $489M
  40. 7920
    Postrock Partners LLCOverland Park, KS · 34 clientsAsset manager
    Fidelity 100%
    $489M

RIAs by state