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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. 3361
    Vanbarton Group LLCNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  2. 3362
    Asset Value Investors LimitedLondon, United Kingdom · 9 clientsPrivate fund adviser
    State Street 100%
    $2.3B
  3. 3363
    Grant Tani Barash & Altman, LLCBeverly Hills, CA · 226 clientsWealth managerAffiliated broker-dealerHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan
    No custodian reported
    $2.3B
  4. 3364
    Moneco AdvisorsFairfield, CT · 2,812 clientsWealth managerHybrid
    LPL Financial 76%
    $2.3B
  5. 3365
    Sound View Wealth Advisors Group, LLCSavannah, GA · 950 clientsWealth managerHybrid
    Schwab 87%
    $2.3B
  6. 3366
    Gateway Wealth Partners, LLCAppleton, WI · 7,382 clientsWealth managerWrap sponsorHybrid
    LPL Financial 75%Assetmark 25%
    $2.3B
  7. 3367
    Traphagen Financial GroupOradell, NJ · 2,038 clientsWealth manager
    No custodian reported
    $2.3B
  8. 3368
    Arroyo Energy Investment Partners LLCSpring, TX · 12 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  9. 3369
    Stonebridge Financial Group, LLCWormleysburg, PA · 1,457 clientsWealth managerHybrid
    Schwab 100%
    $2.3B
  10. 3370
    JDL AdvisersNewport Beach, CA · 7,943 clientsWealth managerHybridJDL Securities Corporation
    Capital Client Group 61%Schwab 39%
    $2.3B
  11. 3371
    YHB Investment Advisors IncWest Hartford, CT · 1,182 clientsWealth manager
    Pershing 53%Schwab 47%
    $2.3B
  12. 3372
    Vestor Capital, LLCChicago, IL · 1,288 clientsWealth managerAffiliated broker-dealer
    Schwab 77%Fidelity 23%
    $2.3B
  13. 3373
    DW Partners, LPNew York, NY · 21 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  14. 3374
    Beaird HarrisDallas, TX · 800 clientsWealth manager
    Schwab 63%Fidelity 37%
    $2.3B
  15. 3375
    Waratah Capital Advisors LTD.Toronto, Ontario, Canada · 29 clientsPrivate fund adviser
    Scusa 47%Goldman Sachs 40%
    $2.3B
  16. 3376
    Coliseum Capital Management, LLCRowayton, CT · 6 clientsPrivate fund adviser
    Goldman Sachs 100%
    $2.3B
  17. 3377
    Focused Wealth Management, Inc.Newburgh, NY · 2,333 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $2.3B
  18. 3378
    Sandton Capital Partners, LPNew York, NY · 22 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  19. 3379
    Access Holdings Management Company LLCBaltimore, MD · 27 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  20. 3380
    Sather Financial Group, Inc.Victoria, TX · 482 clientsWealth manager
    Schwab 100%
    $2.3B
  21. 3381
    Cramer Rosenthal McGlynn LLCStamford, CT · 282 clientsAsset managerHybrid
    Northern Trust 100%
    $2.3B
  22. 3382
    California Financial AdvisorsSan Ramon, CA · 1,525 clientsWealth manager
    Schwab 100%
    $2.3B
  23. 3383
    Emerald Investment Advisers, LLCLeola, PA · 185 clientsAsset manager
    Fidelity 69%FIS Brokerage & Securities Services 31%
    $2.3B
  24. 3384
    Waterloo CapitalAustin, TX · 2,797 clientsBroker-dealer firmHybrid
    Schwab 58%Fidelity Distributors Company 42%
    $2.3B
  25. 3385
    Rubicon Founders, LLCNashville, TN · 15 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  26. 3386
    Beirne.Darien, CT · 473 clientsAsset manager
    Fidelity 100%
    $2.3B
  27. 3387
    Excellere PartnersDenver, CO · 5 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  28. 3388
    Logos Global Management, L.P.San Francisco, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  29. 3389
    Rather & Kittrell, Inc.Knoxville, TN · 1,110 clientsWealth manager
    Fidelity 100%
    $2.3B
  30. 3390
    M Square Investimentos Ltda.Sao Paulo, Brazil · 34 clientsPrivate fund adviser
    Citco Bank and Trust Company Limited 61%
    $2.3B
  31. 3391
    APC Asset Development I, LPNewport Beach, CA · 6 clientsPrivate fund adviserHybrid
    No custodian reported
    $2.3B
  32. 3392
    Pacific Income Advisers IncEl Segundo, CA · 2,673 clientsAsset managerHybridSyndicated Capital, Inc.
    Morgan Stanley 59%Wells Fargo 41%
    $2.2B
  33. 3393
    Cornerstone AdvisoryHunt Valley, MD · 854 clientsWealth manager
    Schwab 100%
    $2.2B
  34. 3394
    Teng YUE Partners, L.P.New York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  35. 3395
    Hidden Harbor Capital Management, L.P.Boca Raton, FL · 9 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  36. 3396
    Avalor Investment AGZurich, Switzerland · 522 clientsWealth manager
    Bank Julius BAR 49%Credit Suisse 27%UBS 24%
    $2.2B
  37. 3397
    Twelve Points Wealth ManagementConcord, MA · 821 clientsAsset managerAffiliated broker-dealerTwelve Points Capital LLC
    Schwab 70%Fidelity 30%
    $2.2B
  38. 3398
    Browning West LPLos Angeles, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  39. 3399
    Troluce Capital Advisors LLCDorado, PR · 7 clientsPrivate fund adviser
    Jefferies 100%
    $2.2B
  40. 3400
    BSW Wealth PartnersBoulder, CO · 501 clientsWealth manager
    Schwab 81%
    $2.2B

RIAs by state