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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. 3121
    Howard Capital Management Group, LLCLos Angeles, CA · 561 clientsWealth managerAffiliated broker-dealer
    Fidelity 79%
    $2.6B
  2. 3122
    Dunes Point Capital, L.P.Rye, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  3. 3123
    Rational Advisors, Inc.San Juan, PR · 13 clientsAsset managerHybridALT Fund Distributors LLC
    No custodian reported
    $2.6B
  4. 3124
    Broad Reach Investment Management LLPLondon, United Kingdom · 7 clientsPrivate fund adviser
    BNY 51%J.P. Morgan 34%
    $2.6B
  5. 3125
    Basso Capital Management, L.P.Stamford, CT · 115 clientsWealth manager
    Pershing 52%Schwab 34%
    $2.6B
  6. 3126
    Kensington Asset Management, LLCAustin, TX · 21 clientsAsset managerHybrid
    No custodian reported
    $2.6B
  7. 3127
    Compass Capital Management IncMinneapolis, MN · 443 clientsWealth manager
    Schwab 100%
    $2.6B
  8. 3128
    Glassman Wealth Services, LLCVienna, VA · 399 clientsWealth manager
    Schwab 100%
    $2.6B
  9. 3129
    MAS Advisors LLCCoral Gables, FL · 21 clientsAsset managerHybrid
    No custodian reported
    $2.6B
  10. 3130
    Grand Alliance Asset Management LTD.Hong Kong, Hong Kong · 6 clientsPrivate fund adviser
    BNY 100%
    $2.6B
  11. 3131
    Aspect Capital LimitedLondon, United Kingdom · 28 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  12. 3132
    Cookson Peirce Wealth ManagementPittsburgh, PA · 1,648 clientsWealth managerHybrid
    Schwab 97%
    $2.6B
  13. 3133
    SSI Investment Management LLCLos Angeles, CA · 79 clientsAsset managerHybridResolute Investment Distributors, Inc.
    Northern Trust 45%BNY 40%
    $2.6B
  14. 3134
    Aventail Capital Group, LPNew York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  15. 3135
    Row Asset Management, LLCNewport Beach, CA · 14 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  16. 3136
    Chickasaw Capital Management, LLCMemphis, TN · 386 clientsAsset managerHybridChickasaw Securities, LLC, clears through National Financial Services (Fidelity)
    Fidelity 31%Comerica Bank 29%BNY 25%
    $2.5B
  17. 3137
    RV Capital Management Private LTDSingapore, Singapore · 12 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  18. 3138
    Unifi Asset Management LPNew York, NY · 3 clientsPrivate fund adviser
    Goldman Sachs 100%
    $2.5B
  19. 3139
    Creativeone Securities, LLCOverland Park, KS · 12,485 clientsBroker-dealer firmHybrid
    Pershing 65%Schwab 35%
    $2.5B
  20. 3140
    Phase 3 Capital Management LLCBoca Raton, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  21. 3141
    Blackstone Ireland Fund Management LimitedDublin 2, Ireland · 3 clientsPrivate fund adviserHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.
    No custodian reported
    $2.5B
  22. 3142
    Merk Investments LLCPalo Alto, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  23. 3143
    Validus Capital LLCEl Segundo, CA · 190 clientsWealth manager
    Schwab 100%
    $2.5B
  24. 3144
    Commerce Investment Advisors, Inc.Kansas City, MO · 9 clientsAsset managerHybridCommerce Bank, Commerce Brokerage Services, Inc., clears through National Financial Services (Fidelity)
    No custodian reported
    $2.5B
  25. 3145
    Strategic Blueprint, LLCAtlanta, GA · 3,506 clientsWealth managerHybridThe Strategic Financial Alliance, Inc., Timbrel Capital, LLC
    Schwab 75%Fidelity 25%
    $2.5B
  26. 3146
    Mackenzie Investments Asia LimitedHong Kong, Hong Kong · 6 clientsPrivate fund adviserAffiliated broker-dealerIG Wealth Management Inc., Mackenzie Financial Corporation
    State Street 93%
    $2.5B
  27. 3147
    Discerene Group LPStamford, CT · 10 clientsPrivate fund adviser
    BNP Paribas Securities Services 62%Goldman Sachs 38%
    $2.5B
  28. 3148
    Cincinnati Asset Management IncCincinnati, OH · 6,033 clientsWealth managerWrap sponsor
    Morgan Stanley 55%Schwab 45%
    $2.5B
  29. 3149
    Revisor Wealth Management LLCAkron, OH · 3,132 clientsWealth managerHybrid
    Schwab 64%Fidelity 35%
    $2.5B
  30. 3150
    Locorr Fund Management, LLCExcelsior, MN · 1 clientsAsset managerHybridLocorr Distributors, LLC
    No custodian reported
    $2.5B
  31. 3151
    CKW Financial Group, LLCHonolulu, HI · 651 clientsAsset manager
    First Hawaiian Bank 53%Fidelity 47%
    $2.5B
  32. 3152
    The Fiduciary AllianceGreenville, SC · 8,964 clientsWealth managerHybrid
    Schwab 88%
    $2.5B
  33. 3153
    Icon Infrastructure North America Inc.New York, NYAsset manager
    No custodian reported
    $2.5B
  34. 3154
    Constellation Wealth CapitalChicago, IL · 10 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  35. 3155
    Private Wealth Asset ManagementOmaha, NE · 559 clientsWealth manager
    Fidelity Distributors Company 100%
    $2.5B
  36. 3156
    Stonebridge Capital Advisors LLCSt. Paul, MN · 1,674 clientsWealth manager
    Schwab 50%Pershing 35%
    $2.5B
  37. 3157
    Aerie Advisory Group LLCGig Harbor, WA · 44 clientsWealth manager
    Schwab 100%
    $2.5B
  38. 3158
    Twinbeech Capital LPPurchase, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  39. 3159
    Amulet Capital Partners, L.P.Greenwich, CT · 8 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  40. 3160
    Arcus Capital Partners, LLCAtlanta, GA · 467 clientsWealth manager
    Schwab 73%Fidelity 27%
    $2.5B

RIAs by state