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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. 3161
    Athyrium Capital Management LPNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  2. 3162
    Xcelsior Advisor Partners LLCScottsdale, AZ · 1,501 clientsWealth managerHybrid
    Fidelity 92%
    $2.5B
  3. 3163
    Steelhead Partners, LLCSeattle, WA · 6 clientsPrivate fund adviser
    BNY 100%
    $2.5B
  4. 3164
    New AGE AlphaRye, NY · 23 clientsAsset managerHybrid
    Schwab 100%
    $2.5B
  5. 3165
    NO Street GP LPSan Francisco, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  6. 3166
    Saratoga Research & Investment ManagementSaratoga, CA · 2,740 clientsWealth manager
    Schwab 64%Fidelity 24%
    $2.5B
  7. 3167
    Willowridge Partners, Inc.New York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  8. 3168
    RKL Private WealthLancaster, PA · 1,050 clientsWealth manager
    Schwab 100%
    $2.5B
  9. 3169
    Main Street Financial Solutions, LLCNewtown, PA · 2,111 clientsWealth managerHybrid
    Schwab 100%
    $2.5B
  10. 3170
    Hilltop Securities Inc.Dallas, TX · 3,407 clientsBroker-dealer firmHybridMomentum Independent Network Inc.
    No custodian reported
    $2.5B
  11. 3171
    The Electrum Group LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  12. 3172
    Owl VenturesSan Francisco, CA · 19 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  13. 3173
    Keystone National Group, LLCSalt Lake City, UT · 13 clientsAsset managerAffiliated broker-dealerVP Distributors, LLC
    No custodian reported
    $2.5B
  14. 3174
    Azora Capital LPMiami, FL · 19 clientsPrivate fund adviser
    Morgan Stanley 100%
    $2.5B
  15. 3175
    Patient Capital Management, LLCBaltimore, MD · 7 clientsAsset manager
    State Street 77%Northern Trust 23%
    $2.5B
  16. 3176
    North Star Investment Management CorporationChicago, IL · 2,643 clientsWealth managerHybrid
    Fidelity 54%Schwab 31%
    $2.5B
  17. 3177
    Serve Capital PartnersAustin, TX · 14 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  18. 3178
    Metalmark Management II LLCNew York, NY · 24 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  19. 3179
    Frontier Investment Management Partners LTD.Dubai, United Arab Emirates · 11 clientsAsset manager
    Northern Trust 42%J.P. Morgan 41%
    $2.5B
  20. 3180
    Perennial Financial ServicesLos Angeles, CA · 3,229 clientsWealth managerWrap sponsorHybrid
    LPL Financial 94%
    $2.5B
  21. 3181
    Crayhill Capital Management LPNew York, NY · 16 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  22. 3182
    Alphastar Capital ManagementCornelius, NC · 8,525 clientsWealth managerHybridBarnabas Capital, LLC
    Schwab 100%
    $2.5B
  23. 3183
    Fairview Capital Partners, LLCWest Hartford, CT · 26 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  24. 3184
    Haun Ventures Management LPMenlo Park, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  25. 3185
    Bankers Life Advisory Services, Inc.Chicago, IL · 14,314 clientsWealth managerPublic-company ownedHybridBankers Life Securities, Inc.
    No custodian reported
    $2.5B
  26. 3186
    Whistler Capital Partners LLCNashville, TN · 5 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  27. 3187
    Silver Hill Energy Partners, LPDallas, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  28. 3188
    Cornerstone WealthHuntersville, NC · 2,506 clientsWealth managerHybrid
    Fidelity 73%Schwab 27%
    $2.5B
  29. 3189
    Concurrent Asset Management, LLCTampa, FL · 3 clientsAsset managerHybrid
    Fidelity 82%
    $2.5B
  30. 3190
    TZP Management Associates, LLCNew York, NY · 46 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  31. 3191
    Seizert Capital PartnersBirmingham, MI · 152 clientsAsset manager
    Northern Trust 53%Schwab 25%Prinicipal Custody Solution 22%
    $2.5B
  32. 3192
    The Investment House LLCRedondo Beach, CA · 253 clientsWealth manager
    Schwab 94%
    $2.5B
  33. 3193
    Warwick PartnersBryan, TX · 253 clientsWealth manager
    Schwab 100%
    $2.5B
  34. 3194
    Redwood Investment Management, LLC.Scottsdale, AZ · 152 clientsAsset managerHybrid
    Fidelity 99%
    $2.5B
  35. 3195
    LVW Advisors, LLCPittsford, NY · 519 clientsWealth managerAffiliated broker-dealer
    Schwab 100%
    $2.5B
  36. 3196
    Reinhart Partners, LLCMequon, WI · 217 clientsAsset managerAffiliated broker-dealerRobert W. Baird & Co. Incorporated, Strategas Securities, LLC
    J.P. Morgan 28%
    $2.5B
  37. 3197
    Owl Creek Asset Management, L.P.New York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  38. 3198
    Kepos Capital LPNew York, NY · 17 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  39. 3199
    C-Iii Investment Management LLCNew York, NY · 9 clientsPrivate fund adviserHybridAnubis Securities LLC
    Citi 100%
    $2.5B
  40. 3200
    Omni Bridgeway Management (USA) LLCNew York, NY · 34 clientsPrivate fund adviser
    No custodian reported
    $2.5B

RIAs by state