Monday, October 26, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN RIA annuity adoption tops insurers’ 3-year outlook, Goldman findsWM Views From 6,230: What Advisors Need from Asset ManagersIN Meta plots $95B stock offering as AI spending drains cash flowWM Major Changes Coming to 401(k) Plans Driven by Employers, ParticipantsWSR Stop Asking For Referrals. Start Creating Introductions.IN Caregiving costs emerge as a midterm issue for older votersWSR Advisors Are Driving Meaningful Change Beyond Their Firms With Charitable WorkKC The 16 Best Financial Advisor Conferences To Attend In 2027IN Digital asset custody reshapes how banks compete in tokenized financeIN Fidelity's $100M custody minimum forces small RIAs to pick a path
AtlasFinancial ADVSR
Open free

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. 3201
    Sverica Capital ManagementBoston, MA · 9 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  2. 3202
    Align Ventures91 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  3. 3203
    Oxbow Advisors, LLCAustin, TX · 744 clientsWealth managerHybridHerndon Plant Oakley LTD
    Schwab 72%RBC 28%
    $2.5B
  4. 3204
    Incentive ASOslo, Norway · 9 clientsPrivate fund adviser
    BNY 100%
    $2.5B
  5. 3205
    Everhart AdvisorsDublin, OH · 2,912 clientsWealth manager
    SEI 75%Schwab 25%
    $2.5B
  6. 3206
    Shufro, Rose & Co., LLCNew York, NY · 1,331 clientsWealth manager
    Fidelity 100%
    $2.5B
  7. 3207
    Fiduciary FirstMaitland, FL · 27 clientsAsset manager
    No custodian reported
    $2.5B
  8. 3208
    Tiff Investment ManagementRadnor, PA · 1 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  9. 3209
    Martis Capital Management, LLCWashington, DC · 19 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  10. 3210
    Forge Global Advisors LLCSan Francisco, CA · 122 clientsPrivate fund adviserHybridCharles Schwab & Co., Inc., Charles Schwab SG PTE. LTD.
    No custodian reported
    $2.5B
  11. 3211
    S & Co., Inc.Boston, MA · 383 clientsWealth manager
    Fiduciary Trust 100%
    $2.5B
  12. 3212
    Unigestion (US) LTDNew York, NY · 27 clientsPrivate fund adviserHybrid
    No custodian reported
    $2.5B
  13. 3213
    Urban Investment AdvisorsMill Valley, CAAsset manager
    No custodian reported
    $2.5B
  14. 3214
    Affinity Asset Advisors, LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  15. 3215
    Analog Century Management LPNew York, NY · 17 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  16. 3216
    RZH Advisors LLCStamford, CT · 451 clientsWealth manager
    Fidelity 100%
    $2.4B
  17. 3217
    Silver Oak Securities, Inc.Jackson, TN · 8,746 clientsBroker-dealer firmHybrid
    Schwab 100%
    $2.4B
  18. 3218
    CAS Investment Partners, LLCWestport, CT · 4 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  19. 3219
    Jaffe Tilchin Investment Partners, LLCTampa, FL · 1,892 clientsWealth managerHybrid
    Fidelity 84%
    $2.4B
  20. 3220
    Retirement Resources Investment CorporationAndover, MA · 152 clientsAsset manager
    Fidelity 60%Ascensus Financial Services, LLC. 40%
    $2.4B
  21. 3221
    Michaud Capital Management LLCDenver, CO · 32 clientsAsset manager
    Fidelity 45%J.P. Morgan 32%Schwab 24%
    $2.4B
  22. 3222
    Bluearc Capital ManagementAtlanta, GA · 51 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  23. 3223
    Medalist Partners LPNew York, NY · 29 clientsPrivate fund adviser
    Northern Trust 37%State Street 36%BNY 27%
    $2.4B
  24. 3224
    Domini Impact Investments LLCNew York, NY · 4 clientsAsset managerHybridDsil Investment Services LLC
    No custodian reported
    $2.4B
  25. 3225
    Balance Point Capital Advisors, LLCWestport, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  26. 3226
    Infrared Capital Partners (US) LLCNew York, NY · 1 clientsAsset managerHybridAdvisors Asset Management, Inc., BGO Capital (canada) Inc.
    No custodian reported
    $2.4B
  27. 3227
    Longitude Capital Management Co., LLCMenlo Park, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  28. 3228
    Gryphon Financial PartnersColumbus, OH · 661 clientsWealth managerPublic-company ownedHybrid
    Fidelity 86%
    $2.4B
  29. 3229
    Guyasuta Investment Advisors, IncorporatedPittsburgh, PA · 478 clientsWealth manager
    Schwab 100%
    $2.4B
  30. 3230
    683 Capital Management, LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  31. 3231
    Long Focus Capital Management LLCSan Juan, PR · 3 clientsPrivate fund adviser
    J.P. Morgan 100%
    $2.4B
  32. 3232
    SR One Capital Management, LPRedwood City, CA · 19 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  33. 3233
    Prodigy Asset Management LLCOmaha, NE · 93 clientsAsset manager
    Schwab 82%
    $2.4B
  34. 3234
    Howe and Rusling, Inc.Rochester, NY · 1,397 clientsWealth manager
    Schwab 56%Fidelity 44%
    $2.4B
  35. 3235
    Blackrock Asset Management Schweiz AGZurich, Switzerland · 4 clientsPrivate fund adviserAffiliated broker-dealerBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    J.P. Morgan 63%UBS 37%
    $2.4B
  36. 3236
    PermianDallas, TX · 8 clientsPrivate fund adviser
    State Street 100%
    $2.4B
  37. 3237
    3650 Reit Investment Management LLCMiami, FL · 12 clientsPrivate fund adviser
    Bank 97%
    $2.4B
  38. 3238
    Bleichroeder LPNew York, NY · 57 clientsAsset manager
    Merrill / Bank of America 100%
    $2.4B
  39. 3239
    Nichols & Pratt Advisers LLPBoston, MA · 106 clientsWealth manager
    SEI 100%
    $2.4B
  40. 3240
    Comvest Advisors LLCWest Palm Beach, FL · 8 clientsPrivate fund adviserHybrid
    No custodian reported
    $2.4B

RIAs by state