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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. 3281
    McInroy & Wood LimitedHaddington, East Lothian, United Kingdom · 1,002 clientsWealth manager
    Pershing 100%
    $2.4B
  2. 3282
    Parsons Capital Management IncProvidence, RI · 746 clientsWealth manager
    Schwab 71%Fidelity 29%
    $2.4B
  3. 3283
    Mudita ManagementLondon, United Kingdom · 8 clientsPrivate fund adviser
    Morgan Stanley 100%
    $2.4B
  4. 3284
    Paradigm Capital Management, Inc.Albany, NY · 66 clientsAsset managerHybridC. L. King & Associates, Inc., clears through RBC Capital Markets
    J.P. Morgan 100%
    $2.4B
  5. 3285
    New 2nd CapitalNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  6. 3286
    Yellow Wood PartnersBoston, MA · 10 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  7. 3287
    Simmons L E & Associates IncHouston, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  8. 3288
    Strive Asset ManagementDallas, TX · 14 clientsAsset managerHybrid
    Schwab 100%
    $2.4B
  9. 3289
    Anchor Capital Advisors LLCBoston, MA · 524 clientsAsset manager
    Fidelity Distributors Company 100%
    $2.4B
  10. 3290
    Smith Moore & Co.Clayton, MO · 4,142 clientsBroker-dealer firmHybridSmith Moore & Co.
    No custodian reported
    $2.4B
  11. 3291
    Check Capital Management IncCosta Mesa, CA · 1,223 clientsWealth manager
    Fidelity 69%Schwab 31%
    $2.4B
  12. 3292
    Commodore CapitalNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  13. 3293
    Cendana CapitalSan Francisco, CA · 17 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  14. 3294
    EOC Partners Advisors L.P.Houston, TX · 13 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  15. 3295
    Whitman/peterson, LLCWestlake Village, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  16. 3296
    Granahan Investment Management LLCWaltham, MA · 74 clientsAsset manager
    HSBC Bank PLC 47%J.P. Morgan 33%
    $2.4B
  17. 3297
    Fidelity Management & Research (japan) LimitedMinato-Ku, Tokyo, Japan · 3 clientsAsset managerAffiliated broker-dealerDigital Brokerage Services LLC, Fidelity Brokerage Services LLC, clears through National Financial Services (Fidelity)
    No custodian reported
    $2.4B
  18. 3298
    Dundas Global InvestorsEdinburgh, United Kingdom · 14 clientsPrivate fund adviser
    State Street 100%
    $2.4B
  19. 3299
    Cartenna CapitalStamford, CT · 22 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  20. 3300
    Stairway Partners, LLCMinneapolis, MN · 58 clientsAsset manager
    Midwest Institutional Trust 70%Pershing 30%
    $2.4B
  21. 3301
    Gemmer Asset Management LLCWalnut Creek, CA · 1,285 clientsWealth manager
    Schwab 100%
    $2.4B
  22. 3302
    Claret Asset Management CorpMontreal Quebec, Canada · 2,124 clientsWealth manager
    CIBC Wood Gundy 100%
    $2.4B
  23. 3303
    Apollo Capital Credit Adviser, LLCNew York, NY · 1 clientsAsset managerHybridApollo Global Securities, LLC, Athene Securities, LLC, clears through Pershing
    No custodian reported
    $2.4B
  24. 3304
    Mission Prime LLCGuaynabo, PR · 3 clientsAsset manager
    J.P. Morgan 100%
    $2.3B
  25. 3305
    IFC Advisors LLCLos Angeles, CA · 393 clientsWealth managerWrap sponsor
    Wells Fargo 95%
    $2.3B
  26. 3306
    Corient SHC Wealth Management (US) LPPhiladelphia, PA · 74 clientsWealth managerAffiliated broker-dealer
    Fidelity 100%
    $2.3B
  27. 3307
    Spruceview Capital Partners LLCDenver, CO · 28 clientsPrivate fund adviser
    CIBC Mellon Trust 100%
    $2.3B
  28. 3308
    Afbi LPNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  29. 3309
    Broadriver Asset Management, L.P.New York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  30. 3310
    Atlas InfrastructureLondon, United Kingdom · 4 clientsPrivate fund adviser
    Northern Trust 100%
    $2.3B
  31. 3311
    Withum Wealth ManagementRed Bank, NJ · 798 clientsWealth manager
    Schwab 74%Fidelity 26%
    $2.3B
  32. 3312
    Actusraypartners LimitedHong Kong, Hong Kong · 17 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  33. 3313
    Empros Capital LLCSan Francisco, CA · 21 clientsPrivate fund adviserHybrid
    No custodian reported
    $2.3B
  34. 3314
    Keystone Financial Group, LLCLexington, KY · 6,628 clientsWealth managerHybrid
    LPL Financial 84%
    $2.3B
  35. 3315
    UBS Realty Investors LLCHartford, CT · 3 clientsPrivate fund adviserHybridUBS AG, UBS Asset Management (US) Inc.
    No custodian reported
    $2.3B
  36. 3316
    Everside Capital PartnersNew York, NY · 22 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  37. 3317
    Baldwin Wealth Partners, LLCMarion, MA · 809 clientsWealth manager
    Pershing 71%Schwab 29%
    $2.3B
  38. 3318
    Civc PartnersChicago, IL · 14 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  39. 3319
    CVC Credit Partners U.S. CLO Management LLCNew York, NY · 8 clientsPrivate fund adviserHybridCVC Capital Markets S.a R.L., CVC Funding, LLC
    No custodian reported
    $2.3B
  40. 3320
    American Century Investments Private Client Group, Inc.Kansas City, MO · 4,107 clientsWealth managerPublic-company ownedHybridAmerican Century Investment Services, Inc.
    No custodian reported
    $2.3B

RIAs by state