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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. 3401
    Entropy Technologies, LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  2. 3402
    Passaic Partners LLCNewark, NJ · 15 clientsAsset manager
    Northern Trust 57%Morgan Stanley 43%
    $2.2B
  3. 3403
    Mason Capital Management LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  4. 3404
    J. Stern & Co. LLPLondon, United Kingdom · 72 clientsAsset manager
    Julius Baer Zurich 37%UBS 24%Multrees Investor Services 23%
    $2.2B
  5. 3405
    Absolute Investment Advisers, LLCRosemary Beach, FL · 7 clientsAsset managerHybrid
    Fidelity 100%
    $2.2B
  6. 3406
    Rethink Capital Partners, LLCWhite Plains, NY · 27 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  7. 3407
    Newsouth Capital Management IncMemphis, TN · 157 clientsAsset manager
    Northern Trust 37%State Street 23%
    $2.2B
  8. 3408
    EIV Capital, LLCHouston, TX · 12 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  9. 3409
    Arbion LimitedLondon, United Kingdom · 151 clientsWealth manager
    HSBC 69%Credit Suisse 31%
    $2.2B
  10. 3410
    FEG Investment Services, LLCCincinnati, OH · 1 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  11. 3411
    Churchill Pcif Advisor LLCNew York, NY · 1 clientsAsset managerHybridNuveen Securities, LLC
    No custodian reported
    $2.2B
  12. 3412
    Ccmp CapitalNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  13. 3413
    Koss-Olinger Consulting, LLC.Gainesville, FL · 679 clientsWealth managerHybrid
    Schwab 100%
    $2.2B
  14. 3414
    Heritage Investment Group, Inc.Pompano Beach, FL · 906 clientsWealth manager
    Schwab 100%
    $2.2B
  15. 3415
    Clearbridge Investments (north America) PTY LimitedSydney, Australia · 19 clientsPrivate fund adviserAffiliated broker-dealerFranklin Distributors, LLC, Franklin Templeton Investments Corp.
    J.P. Morgan 50%Northern Trust 36%
    $2.2B
  16. 3416
    Lbmc Investment Advisors, LLCBrentwood, TN · 513 clientsWealth manager
    Schwab 73%Fidelity 27%
    $2.2B
  17. 3417
    APS Asset Management PTE LTDSingapore, Singapore · 6 clientsAsset manager
    Citi 100%
    $2.2B
  18. 3418
    Human InvestingLake Oswego, OR · 1,348 clientsAsset manager
    Fidelity 43%Schwab 40%
    $2.2B
  19. 3419
    Wealthquest CorporationCincinnati, OH · 1,593 clientsWealth manager
    Schwab 100%
    $2.2B
  20. 3420
    Foster Dykema Cabot & Partners, LLCWaltham, MA · 851 clientsWealth managerAffiliated broker-dealer
    Fidelity 82%
    $2.2B
  21. 3421
    Aristotle Atlantic Partners, LLCSarasota, FL · 359 clientsAsset manager
    Schwab 84%
    $2.2B
  22. 3422
    Riverfront Investment Group, LLCRichmond, VA · 1,534 clientsAsset managerHybridBaird Strategas LLC, Robert W. Baird & Co. Incorporated
    Robert W. Baird & Co. Incorporated 65%
    $2.2B
  23. 3423
    E. S. Barr & CompanyLexington, KY · 432 clientsWealth manager
    Raymond James 65%Schwab 35%
    $2.2B
  24. 3424
    Detalus Advisors, LLCSt. Louis, MO · 707 clientsAsset manager
    Central Bank 57%Pershing 43%
    $2.2B
  25. 3425
    Longrange Capital, L.P.Stamford, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  26. 3426
    United Asset Strategies Inc.Garden City, NY · 1,673 clientsWealth manager
    Schwab 100%
    $2.2B
  27. 3427
    TPG Financial Advisors, LLCPortland, OR · 637 clientsAsset manager
    Assetmark Brokerage 32%Schwab 24%Fidelity 22%
    $2.2B
  28. 3428
    Oakmont CorporationLos Angeles, CA · 81 clientsWealth manager
    Merrill / Bank of America 100%
    $2.2B
  29. 3429
    Occudo Quantitative Strategies LPFort Lauderdale, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  30. 3430
    Golden State Wealth Management, LLCPowell, WY · 4,192 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $2.2B
  31. 3431
    Further Global Capital Management, L.P.New York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  32. 3432
    Grandfield & Dodd, LLCNew York, NY · 769 clientsWealth manager
    Schwab 100%
    $2.2B
  33. 3433
    Patten and Patten, Inc.Chattanooga, TN · 879 clientsWealth manager
    Schwab 100%
    $2.2B
  34. 3434
    Advisors Asset Management, Inc.Monument, CO · 1,505 clientsBroker-dealer firmHybridBentallgreenoak Real Estate US LLC, MFS Fund Distributors, Inc.
    Fidelity 61%Schwab 25%
    $2.2B
  35. 3435
    Forum FinanceGeneva, Switzerland · 680 clientsWealth manager
    Banque Lombard Odier & CIE SA 78%UBS 22%
    $2.2B
  36. 3436
    CRGHouston, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  37. 3437
    Kosmos Management LLCSeattle, WA · 12 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  38. 3438
    FS Structured Products Advisor, LLCPhiladelphia, PA · 6 clientsPrivate fund adviserHybridFS Investment Solutions, LLC
    No custodian reported
    $2.2B
  39. 3439
    Willow RUN AdvisorsNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  40. 3440
    JD Euroway Capital Partners LLCMontreal, Quebec, Canada · 2 clientsAsset manager
    No custodian reported
    $2.2B

RIAs by state