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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. 3441
    Valuequest Investment Advisors Private LTDMumbai, India · 1,892 clientsAsset manager
    Citi 66%
    $2.2B
  2. 3442
    Kiley Juergens Wealth Management, LLCOlympia, WA · 3,070 clientsWealth managerHybrid
    Schwab 100%
    $2.2B
  3. 3443
    John Hancock Personal Financial Services, LLCBoston, MA · 35,589 clientsWealth managerBank-affiliatedHybridJohn Hancock Distributors LLC, John Hancock Investment Management Distributors LLC
    John Hancock Trust Company 58%Pershing 42%
    $2.2B
  4. 3444
    1834 Investment Advisors Co.Milwaukee, WI · 542 clientsAsset manager
    Schwab 70%Empower Financial Services 30%
    $2.2B
  5. 3445
    Raga Partners LPNew York, NY · 1 clientsWealth manager
    Nydig Trust Company 100%
    $2.2B
  6. 3446
    Independence Asset Advisors, LLCWynnewood, PA · 38 clientsAsset manager
    PNC Wealth Management 31%Schwab 26%U.S. Bancorp Investments 24%
    $2.2B
  7. 3447
    Lupa RIA Investment Management LLCNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  8. 3448
    Maxim Capital Group, LLCNew York, NY · 20 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  9. 3449
    Gtis PartnersNew York, NY · 25 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  10. 3450
    Wealthplan Investment Management LLCOmaha, NE · 2,145 clientsWealth manager
    Schwab 100%
    $2.2B
  11. 3451
    Nadler Financial Group, Inc.Deerfield, IL · 1,072 clientsWealth managerHybrid
    Schwab 100%
    $2.2B
  12. 3452
    DSC Meridian Capital LPNew York, NY · 12 clientsPrivate fund adviser
    BNY 58%State Street 42%
    $2.2B
  13. 3453
    Clear Haven Capital Management, LLCNew York, NY · 35 clientsAsset manager
    UMB Financial Services 100%
    $2.2B
  14. 3454
    Hite Hedge Asset Management LLCBraintree, MA · 7 clientsPrivate fund adviser
    Morgan Stanley 98%
    $2.2B
  15. 3455
    The Investment Counsel CompanyLas Vegas, NV · 410 clientsWealth manager
    Schwab 100%
    $2.2B
  16. 3456
    Orei Advisors LPAustin, TX · 16 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  17. 3457
    Euro Pacific Asset Management, LLCDorado, PR · 3,661 clientsAsset managerHybrid
    UMB Financial Services 65%Fidelity 23%
    $2.2B
  18. 3458
    Joel R. Mogy Investment Counsel Inc.Beverly Hills, CA · 278 clientsWealth manager
    Schwab 62%Citi 38%
    $2.2B
  19. 3459
    Pacific Lake Partners, L.L.C.Boston, MA · 12 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  20. 3460
    Condor Capital Wealth ManagementMartinsville, NJ · 879 clientsWealth manager
    Schwab 100%
    $2.2B
  21. 3461
    CAI Manager LPMill Valley, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  22. 3462
    Bell Asset Management LimitedMelbourne, Australia · 14 clientsBroker-dealer firmAffiliated broker-dealerBell Financial Group LTD, Bell Potter Securities (US) LLC
    Citi 45%State Street 22%
    $2.2B
  23. 3463
    Catalio Capital Management, LPNew York, NY · 33 clientsPrivate fund adviser
    Morgan Stanley 82%
    $2.2B
  24. 3464
    Ascend PartnersNew York, NY · 16 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  25. 3465
    Sagefield Investment Group LPDallas, TX · 15 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  26. 3466
    Mercer Investment Solutions LLCNew York, NY · 11 clientsAsset manager
    BNY 100%
    $2.2B
  27. 3467
    Sigma Investment CounselorsNorthville, MI · 775 clientsWealth manager
    Schwab 54%Fidelity 46%
    $2.2B
  28. 3468
    Samsara Biocapital, LLC3 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  29. 3469
    Pinnacle Pension Consultants LLCNeedham, MA · 65 clientsAsset manager
    No custodian reported
    $2.2B
  30. 3470
    Resurgens Technology Advisors, L.P.Atlanta, GA · 10 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  31. 3471
    PDS Planning IncDublin, OH · 614 clientsWealth manager
    Schwab 100%
    $2.2B
  32. 3472
    Zuckerman Investment GroupChicago, IL · 439 clientsWealth manager
    Schwab 54%Pershing 28%
    $2.2B
  33. 3473
    Capitol Securities Management, Inc.Glen Allen, VA · 3,970 clientsBroker-dealer firmHybrid
    Raymond James 100%
    $2.2B
  34. 3474
    Shanghai Fosun Chuangfu Equity Investment Management CompanyShanghai, China · 37 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  35. 3475
    Abacus Planning Group, Inc.Columbia, SC · 328 clientsWealth manager
    Schwab 100%
    $2.2B
  36. 3476
    Octavia Wealth Advisors LLCCincinnati, OH · 3,803 clientsWealth managerHybrid
    Schwab 100%
    $2.2B
  37. 3477
    Hartford FundsWayne, PA · 7 clientsAsset managerHybridHartford Funds Distributors, LLC
    No custodian reported
    $2.2B
  38. 3478
    HMI Capital Management, L.P.San Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  39. 3479
    Meridiem Capital Partners LPDallas, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  40. 3480
    Greenland Capital Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $2.2B

RIAs by state