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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. 3321
    Sentry, LLCMemphis, TN · 74 clientsAsset manager
    Regions Bank, Trust Department 59%Fidelity 41%
    $2.3B
  2. 3322
    AIP Management USNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  3. 3323
    Belzberg & Co.New York, NY · 117 clientsPrivate fund adviserHybridBelzberg Capital LLC
    J.P. Morgan 62%Goldman Sachs 38%
    $2.3B
  4. 3324
    Magnus Financial Group LLCNew York, NY · 1,158 clientsWealth manager
    Schwab 67%Fidelity 33%
    $2.3B
  5. 3325
    Capita Financial Network, LLCDraper, UT · 2,888 clientsWealth manager
    Schwab 99%
    $2.3B
  6. 3326
    Matrix Capital Management Company, LPPortsmouth, NH · 4 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  7. 3327
    PPC Enterprises LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  8. 3328
    Woodley FarraIndianapolis, IN · 1,652 clientsWealth manager
    Schwab 83%
    $2.3B
  9. 3329
    Revelation Capital Management, LLCSausalito, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  10. 3330
    Bronte CapitalBondi Junction, Australia · 4 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  11. 3331
    Milliman Advisors, LLCSeattle, WA · 39 clientsAsset managerAffiliated broker-dealerMilliman Investment Management Services LLC, clears through Wedbush
    No custodian reported
    $2.3B
  12. 3332
    Greensledge Advisors LLCNew York, NY · 1 clientsPrivate fund adviserAffiliated broker-dealerGreensledge Asia Limited, Greensledge Capital Markets Europe LLP
    No custodian reported
    $2.3B
  13. 3333
    Oxford Lane Management, LLCGreenwich, CT · 1 clientsAsset managerHybrid
    No custodian reported
    $2.3B
  14. 3334
    Arlington Partners LLCBirmingham, AL · 16 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  15. 3335
    Tiptree Advisors, LLCNew York, NY · 19 clientsAsset manager
    5001 Kingsley Dr. MD 1mob2j 85%
    $2.3B
  16. 3336
    Louisbourg InvestmentsDieppe, New Brunswick, Canada · 248 clientsAsset manager
    National Bank Trust 56%CIBC Mellon 44%
    $2.3B
  17. 3337
    Sageview Capital LPGreenwich, CT · 8 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  18. 3338
    Summit Financial Strategies IncColumbus, OH · 1,026 clientsWealth manager
    Schwab 83%
    $2.3B
  19. 3339
    McKinley Carter Wealth Services, Inc.Wheeling, WV · 1,282 clientsWealth manager
    Fidelity Distributors Company 50%Schwab 50%
    $2.3B
  20. 3340
    Summit Wealth GroupColorado Springs, CO · 3,117 clientsWealth managerWrap sponsorHybrid
    SEI 100%
    $2.3B
  21. 3341
    Willow Creek Wealth Management, Inc.Sebastopol, CA · 1,068 clientsWealth manager
    Schwab 67%Pershing 33%
    $2.3B
  22. 3342
    EFG Private Wealth Management (americas) Corp.Miami, FL · 479 clientsAsset managerHybridEFG Capital International Corp.
    EFG Bank AG 44%Pershing 42%
    $2.3B
  23. 3343
    Garnet Credit Management LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  24. 3344
    WIL, LLCPalo Alto, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  25. 3345
    RSW InvestmentsSummit, NJ · 1,412 clientsWealth managerWrap sponsorAffiliated broker-dealerResolute Investment Distributors, Inc.
    Morgan Stanley 41%UBS 31%
    $2.3B
  26. 3346
    T. Rowe Price Singapore Private LTDSingapore, Singapore · 12 clientsAsset managerAffiliated broker-dealerT. Rowe Price Investment Services, Inc.
    HSBC Bank PLC 60%
    $2.3B
  27. 3347
    TLG Advisors, Inc.Summit, NJ · 5,161 clientsWealth managerHybridThe Leaders Group, Inc.
    SEI 49%
    $2.3B
  28. 3348
    Varadero Capital, L.P.New York, NY · 17 clientsPrivate fund adviser
    BNY 99%
    $2.3B
  29. 3349
    Summit Global Investments, LLCBountiful, UT · 7,475 clientsAsset managerHybrid
    Interactive Brokers 98%
    $2.3B
  30. 3350
    Verus Capital Partners, LLCScottsdale, AZ · 5,642 clientsWealth managerHybrid
    Schwab 78%
    $2.3B
  31. 3351
    Securis Investment Partners LLPLondon, United Kingdom · 18 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  32. 3352
    KA Credit Advisors, LLCHouston, TX · 1 clientsAsset managerHybridKA Associates, LLC, clears through National Financial Services (Fidelity)
    No custodian reported
    $2.3B
  33. 3353
    Jana Partners Management, LPNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  34. 3354
    Cornerstone Management, Inc.Duluth, GA · 286 clientsAsset manager
    Schwab 100%
    $2.3B
  35. 3355
    Fidelis CapitalTampa, FL · 232 clientsWealth manager
    Fidelity 100%
    $2.3B
  36. 3356
    Beacon Coast Partners, LLCSan Francisco, CA · 33 clientsWealth managerWrap sponsor
    Fidelity 100%
    $2.3B
  37. 3357
    Clocktower Group, L.P.Santa Monica, CA · 50 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  38. 3358
    Lazard Asset Management Canada IncNew York, NY · 12 clientsAsset managerAffiliated broker-dealerLazard Asset Management (canada) Securities, ULC, Lazard Asset Management Securities LLC, clears through Pershing
    RBC 35%State Street 34%BNY 31%
    $2.3B
  39. 3359
    Sellwood Investment Partners LLCPortland, OR · 72 clientsAsset manager
    Schwab 71%
    $2.3B
  40. 3360
    Gamma Investing LLC1,975 clientsAsset managerAffiliated broker-dealerRobert W Baird Gmbh, Robert W. Baird & Co. Incorporated
    Robert W. Baird & Co. Incorporated 100%
    $2.3B

RIAs by state