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 Fed likely to hold this week, but December hike odds top 70%WM Wealth Management Invest: Fixed Income Opportunities in a Higher-Rate Market with Sean BanaiIN 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 2027
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. 3241
    The Milestone Real Estate Group, LPDallas, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  2. 3242
    Paceline Equity Partners, LLCDallas, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  3. 3243
    Rock Springs CapitalBaltimore, MD · 6 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  4. 3244
    Requisite Capital Management LLCDallas, TX · 231 clientsWealth manager
    Fidelity 100%
    $2.4B
  5. 3245
    Valeas Capital PartnersSan Francisco, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  6. 3246
    Manitou Investment Management LTD.Toronto, Ontario, Canada · 463 clientsWealth manager
    RBC 100%
    $2.4B
  7. 3247
    Traynor Capital ManagementMalvern, PA · 1,590 clientsWealth manager
    Fidelity 100%
    $2.4B
  8. 3248
    Future CapitalChattanooga, TN · 17,093 clientsWealth manager
    No custodian reported
    $2.4B
  9. 3249
    Dark Forest Capital Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  10. 3250
    Wealth Architects, LLCMountain View, CA · 437 clientsWealth manager
    Schwab 100%
    $2.4B
  11. 3251
    Corecommodity Management, LLCStamford, CT · 16 clientsAsset managerHybrid
    Citi 100%
    $2.4B
  12. 3252
    Sterling Investment ManagementWest Palm Beach, FL · 13 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  13. 3253
    Sarofim International Management CoHouston, TX · 14 clientsAsset manager
    Papamarkou Wellner & Co. 73%Credit Suisse Securities (USA) 27%
    $2.4B
  14. 3254
    Moody, Lynn, Lieberson & Walker, LLCBoston, MA · 550 clientsWealth manager
    Schwab 81%
    $2.4B
  15. 3255
    Sentry Advisors, LLCSan Francisco, CA · 183 clientsWealth manager
    Schwab 91%
    $2.4B
  16. 3256
    Align Capital Partners, LPShaker Heights, OH · 8 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  17. 3257
    Oxford Finance Advisors, LLCAlexandria, VA · 4 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  18. 3258
    Forest Avenue Capital Management LPMiami, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  19. 3259
    Kynam Capital Management, LP3 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  20. 3260
    Sandhill Investment ManagementBuffalo, NY · 2,110 clientsWealth manager
    Schwab 97%
    $2.4B
  21. 3261
    EFS AdvisorsCambridge, MN · 21,701 clientsWealth managerHybridAdvanced Advisor Group, LLC
    Schwab 100%
    $2.4B
  22. 3262
    Phoenix Asset Management Partners LimitedLondon, United Kingdom · 8 clientsPrivate fund adviser
    Northern Trust 62%J.P. Morgan 38%
    $2.4B
  23. 3263
    Irenic Capital Management LPNew York, NY · 19 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  24. 3264
    Alatus Capital LLCGeneva, Switzerland · 7 clientsPrivate fund adviser
    BNY 100%
    $2.4B
  25. 3265
    Stonebridge Financial Group, LLCSt. Louis, MO · 805 clientsAsset manager
    Empower Financial Services 73%Fidelity 27%
    $2.4B
  26. 3266
    Heard Capital LLCChicago, IL · 7 clientsPrivate fund adviser
    BNY 78%
    $2.4B
  27. 3267
    FBB Capital PartnersBethesda, MD · 1,012 clientsWealth manager
    Schwab 100%
    $2.4B
  28. 3268
    Capital Investment Advisory Services, LLCRaleigh, NC · 6,276 clientsWealth managerHybridCapital Investment Brokerage, Inc., Capital Investment Group, Inc.
    Schwab 50%Pershing 50%
    $2.4B
  29. 3269
    RAM Active Investments S.A.Geneva, Switzerland · 13 clientsPrivate fund adviserAffiliated broker-dealerBanca Monte DEI Paschi DI Siena S.P.A., Mediobanca - Banca DI Credito Finanziario S.P.A.
    No custodian reported
    $2.4B
  30. 3270
    Washington Trust AdvisorsWellesley, MA · 845 clientsWealth managerBank-affiliated
    Schwab 100%
    $2.4B
  31. 3271
    Newsquare Capital, LLCNewtown Square, PA · 2,196 clientsWealth managerWrap sponsorHybrid
    No custodian reported
    $2.4B
  32. 3272
    Nordflint Capital PartnersCopenhagen, Denmark · 4 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  33. 3273
    Tschetter GroupBellevue, WA · 517 clientsWealth manager
    Schwab 100%
    $2.4B
  34. 3274
    Digital Alpha Advisors, LLCHenderson, NV · 13 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  35. 3275
    GF InternationalHong Kong, China · 231 clientsAsset manager
    No custodian reported
    $2.4B
  36. 3276
    Prelude Capital Management, LLCNew York, NY · 18 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  37. 3277
    Ratson Advisory LLCNew York, NY · 1 clientsAsset manager
    BNY 53%Citi 47%
    $2.4B
  38. 3278
    Swan Global Investments, LLCDurango, CO · 1,231 clientsAsset managerHybrid
    Schwab 69%Pershing 31%
    $2.4B
  39. 3279
    Swan Global ManagementHumacao, PR · 1,231 clientsAsset manager
    Schwab 69%Pershing 31%
    $2.4B
  40. 3280
    One River Asset Management, LLCStamford, CT · 11 clientsPrivate fund adviser
    J.P. Morgan 100%
    $2.4B

RIAs by state