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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. 3041
    CIM Capital, LLCLos Angeles, CA · 15 clientsPrivate fund adviserHybridCCO Capital, LLC, CIM Group (australia) PTY LTD
    No custodian reported
    $2.7B
  2. 3042
    Cadian Capital Management, LPNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  3. 3043
    Marcus Partners, LLCBoston, MA · 4 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  4. 3044
    McAdam LLCRadnor, PA · 5,551 clientsWealth managerHybrid
    Schwab 100%
    $2.7B
  5. 3045
    Intandem Capital Partners, LPNew York, NY · 24 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  6. 3046
    Heron View Partners LLCNew York, NY · 23 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  7. 3047
    Pine Valley InvestmentsMarlton, NJ · 2,113 clientsWealth managerHybrid
    Schwab 100%
    $2.7B
  8. 3048
    Paralel Advisors LLCDenver, CO · 3 clientsAsset managerHybridParalel Distributors LLC
    No custodian reported
    $2.7B
  9. 3049
    36 North Capital Management, LLCBentonville, AR · 5 clientsAsset manager
    Northern Trust 100%
    $2.7B
  10. 3050
    Windrose Advisors LLCWaltham, MA · 153 clientsPrivate fund adviser
    BNY 100%
    $2.7B
  11. 3051
    Multnomah Group, Inc.Portland, OR · 188 clientsAsset manager
    Schwab 45%Fidelity 26%
    $2.7B
  12. 3052
    Rock Harbor Partners LLCLarchmont, NY · 63 clientsWealth manager
    Schwab 100%
    $2.7B
  13. 3053
    Phillips and Company Advisors LLCPortland, OR · 1,273 clientsWealth manager
    Schwab 100%
    $2.7B
  14. 3054
    Mitchell, McLeod, Pugh & Williams, Inc.Mobile, AL · 1,046 clientsWealth manager
    Schwab 89%
    $2.7B
  15. 3055
    Legacy Wealth Management, LLCMemphis, TN · 1,475 clientsWealth manager
    Schwab 60%Fidelity 40%
    $2.7B
  16. 3056
    Lexington Advisors LLCNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  17. 3057
    Berkadia Capital Advisors LLCAmbler, PA · 2 clientsPrivate fund adviserAffiliated broker-dealer
    No custodian reported
    $2.7B
  18. 3058
    IPI Wealth Management, Inc.Decatur, IL · 13,260 clientsWealth managerHybridInvestment Planners, Inc., clears through RBC Capital Markets
    Schwab 100%
    $2.7B
  19. 3059
    Garde Capital, Inc.Seattle, WA · 512 clientsWealth manager
    Schwab 100%
    $2.7B
  20. 3060
    Cornerstone Investment Partners, LLCAtlanta, GA · 268 clientsAsset manager
    State Street 86%
    $2.7B
  21. 3061
    Ipex, Inc.Plymouth, MI · 44 clientsAsset manager
    No custodian reported
    $2.7B
  22. 3062
    Osborne PartnersSan Francisco, CA · 734 clientsWealth manager
    Schwab 100%
    $2.7B
  23. 3063
    Eversept Partners, L.P.New York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  24. 3064
    26north Direct LendingNew York, NY · 1 clientsAsset manager
    No custodian reported
    $2.6B
  25. 3065
    Transpose Platform Management, LLCHouston, TX · 54 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  26. 3066
    TCG Capital ManagementPlaya Vista, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  27. 3067
    Embree Financial GroupChicago, IL · 936 clientsAsset manager
    Schwab 100%
    $2.6B
  28. 3068
    Foster VictorGreenville, SC · 1,728 clientsWealth manager
    Schwab 100%
    $2.6B
  29. 3069
    Mesirow Re-Ia, Inc.Chicago, IL · 2 clientsPrivate fund adviserHybridMesirow Financial, Inc., clears through National Financial Services (Fidelity), Pershing
    No custodian reported
    $2.6B
  30. 3070
    Jacobi Capital Management, LLCPittston, PA · 3,024 clientsWealth managerHybrid
    LPL Financial 100%
    $2.6B
  31. 3071
    Sunbelt SecuritiesHouston, TX · 6,241 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $2.6B
  32. 3072
    The Patriot Financial Group, LLCWalpole, MA · 2,545 clientsWealth managerHybrid
    Schwab 100%
    $2.6B
  33. 3073
    Variant InvestmentsPortland, OR · 4 clientsAsset managerHybrid
    No custodian reported
    $2.6B
  34. 3074
    Capital Four US Inc.New York, NY · 9 clientsPrivate fund adviserAffiliated broker-dealer
    No custodian reported
    $2.6B
  35. 3075
    Steadview Capital Management LLCSan Francisco, CA · 12 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  36. 3076
    AJ Capital Management LLCNashville, TN · 41 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  37. 3077
    Phillips FinancialFort Wayne, IN · 991 clientsWealth manager
    Fidelity 100%
    $2.6B
  38. 3078
    Peterson PartnersSalt Lake City, UT · 29 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  39. 3079
    Zemenick & Walker IncSt Louis, MO · 271 clientsWealth manager
    Schwab 100%
    $2.6B
  40. 3080
    First Citizens Investor Services, Inc.Raleigh, NC · 7,645 clientsBroker-dealer firmHybridFirst Citizens Capital Securities, LLC, First Citizens Investor Services, Inc.
    Pershing 100%
    $2.6B

RIAs by state