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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. 3081
    Steeprock CapitalGreenwich, CT · 11 clientsAsset manager
    No custodian reported
    $2.6B
  2. 3082
    Quad Investment Management Corp.Seoul, Yeongdeungpo-Gu, Korea, South · 67 clientsAsset manager
    Citi 100%
    $2.6B
  3. 3083
    AB Broadly Syndicated Loan Manager LLCNashville, TN · 6 clientsPrivate fund adviserAffiliated broker-dealerAlliancebernstein Investments, Inc., Bernstein Autonomous LLP
    No custodian reported
    $2.6B
  4. 3084
    Cozad Asset Management IncChampaign, IL · 2,178 clientsWealth manager
    Pershing 100%
    $2.6B
  5. 3085
    The Portfolio Strategy Group, LLCWhite Plains, NY · 480 clientsWealth managerAffiliated broker-dealer
    Schwab 100%
    $2.6B
  6. 3086
    Popular Securities, LLCHato Rey, PR · 2,403 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $2.6B
  7. 3087
    Avance Investment Management, LLCNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  8. 3088
    Ingham Retirement GroupMiami, FL · 1,056 clientsAsset managerAffiliated broker-dealerDaybright Securities, LLC
    Fidelity 68%Schwab 32%
    $2.6B
  9. 3089
    Quinn Opportunity PartnersCharlottesville, VA · 4 clientsPrivate fund adviser
    Interactive Brokers 100%
    $2.6B
  10. 3090
    Argos Capital Partners, LLCSt. Louis, MO · 65 clientsWealth manager
    Fidelity 99%
    $2.6B
  11. 3091
    Acropolis Investment ManagementChesterfield, MO · 1,045 clientsWealth manager
    Schwab 100%
    $2.6B
  12. 3092
    Divisadero Street Capital Management, LPMiami, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  13. 3093
    LCG Associates, Inc.Atlanta, GA · 108 clientsAsset manager
    Northern Trust 32%Schwab 29%
    $2.6B
  14. 3094
    LL FundsPhiladelphia, PA · 25 clientsPrivate fund adviser
    BNY 100%
    $2.6B
  15. 3095
    Motley Fool Asset ManagementAlexandria, VA · 6 clientsAsset managerHybrid
    No custodian reported
    $2.6B
  16. 3096
    Tradition Wealth Management LLCEdina, MN · 2,244 clientsWealth managerHybrid
    Schwab 100%
    $2.6B
  17. 3097
    Sora InvestorsBryn Mawr, PA · 4 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  18. 3098
    Trajan Wealth, L.L.C.Scottsdale, AZ · 10,633 clientsWealth manager
    Schwab 83%
    $2.6B
  19. 3099
    Checchi Capital Advisers, LLCBeverly Hills, CA · 241 clientsWealth manager
    Schwab 79%
    $2.6B
  20. 3100
    WFM Asia (BVI) LimitedHong Kong, Hong Kong · 2 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  21. 3101
    WFM Asia (HK) LimitedHong Kong, Hong Kong · 2 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  22. 3102
    S2g Investments, LLCChicago, IL · 9 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  23. 3103
    Pear Tree Advisors, Inc.Lincoln, MA · 1 clientsAsset managerHybridU. S. Boston Capital Corporation
    No custodian reported
    $2.6B
  24. 3104
    Edison Partners Management, LLCNashville, TN · 20 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  25. 3105
    Tyree & D'angelo Partners Management LPChicago, IL · 16 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  26. 3106
    Pegasus Tech Ventures, Inc.San Jose, CA · 43 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  27. 3107
    The Catalyst Capital Group Inc.Toronto, Canada · 6 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  28. 3108
    Deroy & Devereaux Private Investment Counsel, Inc.Bloomfield Hills, MI · 158 clientsWealth manager
    Fidelity 81%
    $2.6B
  29. 3109
    Maple Capital Management, Inc.Montpelier, VT · 1,597 clientsWealth manager
    Schwab 100%
    $2.6B
  30. 3110
    North Hudson Resource Partners LPHouston, TX · 9 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  31. 3111
    Icon Wealth PartnersHouston, TX · 629 clientsWealth managerHybrid
    Fidelity 100%
    $2.6B
  32. 3112
    ZMC Advisors, L.P.New York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  33. 3113
    Renovus Associates, LLCWayne, PA · 18 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  34. 3114
    International Assets Investment Management, LLCOrlando, FL · 5,961 clientsWealth managerHybridBHS Financial, LLC, ETC Brokerage Services, LLC, clears through Charles Schwab
    RBC 100%
    $2.6B
  35. 3115
    Bracket CapitalWest Hollywood, CA · 51 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  36. 3116
    Atlantic Capital Strategies, Inc.15 clientsAsset manager
    No custodian reported
    $2.6B
  37. 3117
    Bridgewater Advisors Inc.New York, NY · 606 clientsWealth manager
    Schwab 88%
    $2.6B
  38. 3118
    Vestar Capital Partners, LLCNew York, NY · 20 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  39. 3119
    Brevet Capital Management, LLCNew York, NY · 22 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  40. 3120
    Arthur VenturesMinneapolis, MN · 17 clientsPrivate fund adviser
    No custodian reported
    $2.6B

RIAs by state