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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. 3481
    Evolve Private Wealth, LLCLos Angeles, CA · 679 clientsWealth manager
    Fidelity 100%
    $2.1B
  2. 3482
    Root Financial PartnersAustin, TX · 858 clientsWealth manager
    Schwab 80%
    $2.1B
  3. 3483
    Private AdvisoryRedmond, WA · 929 clientsWealth manager
    Schwab 100%
    $2.1B
  4. 3484
    Merricks Capital PTY LTDMelbourne, Australia · 8 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  5. 3485
    Ethos Financial Group, LLCKing of Prussia, PA · 1,808 clientsWealth managerHybrid
    Schwab 88%
    $2.1B
  6. 3486
    Financial Management Network IncMission Viejo, CA · 1,528 clientsWealth managerHybridFMN Capital Corporation, clears through National Financial Services (Fidelity)
    Fidelity 100%
    $2.1B
  7. 3487
    Tiverton Advisors, LLCRaleigh, NC · 9 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  8. 3488
    RAM Realty Advisors LLCPalm Beach Gardens, FL · 8 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  9. 3489
    Van Hulzen Financial AdvisorsEl Dorado Hills, CA · 1,499 clientsWealth managerAffiliated broker-dealerWedbush Securities Inc.
    Schwab 68%
    $2.1B
  10. 3490
    Coastedge Partners, LLCSan Diego, CA · 183 clientsWealth manager
    Schwab 100%
    $2.1B
  11. 3491
    Fairholme Capital Management, L.L.C.South Miami, FL · 81 clientsAsset manager
    Fidelity 86%
    $2.1B
  12. 3492
    Nexphase Capital, LPNew York, NY · 16 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  13. 3493
    RP Management, LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  14. 3494
    Kintegral Advisory, LLCNew York, NY · 15 clientsPrivate fund adviser
    Citi 100%
    $2.1B
  15. 3495
    NFC Investments, LLCMemphis, TN · 157 clientsAsset manager
    M&t Bank 62%Raymond James 38%
    $2.1B
  16. 3496
    Pinnacle AdvisorsMansfield, OH · 1,088 clientsWealth manager
    Schwab 100%
    $2.1B
  17. 3497
    Intermede Global Partners IncSan Francisco, CAAsset manager
    J.P. Morgan 60%BNP Paribas 35%
    $2.1B
  18. 3498
    Next Capital Management LLCNew York, NY · 320 clientsWealth managerHybrid
    Schwab 100%
    $2.1B
  19. 3499
    Fernbridge Capital Management LPLos Angeles, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  20. 3500
    GMO Singapore PTE. LimitedSingapore, Singapore · 40 clientsAsset manager
    State Street 69%BNY 23%
    $2.1B
  21. 3501
    Lawley Retirement AdvisorsBuffalo, NY · 161 clientsAsset managerHybrid
    Principal Financial Group 43%Fidelity 34%Empower 23%
    $2.1B
  22. 3502
    Orleans Capital Management CorpMandeville, LA · 105 clientsAsset manager
    Argent Trust 41%BNY 25%
    $2.1B
  23. 3503
    Roundview Capital, LLCPrinceton, NJ · 565 clientsWealth manager
    Schwab 83%
    $2.1B
  24. 3504
    SIR Capital Management L.P.New York, NY · 10 clientsPrivate fund adviser
    Goldman Sachs 100%
    $2.1B
  25. 3505
    Sparx Asset Management Korea Co., LTD.Seoul, Korea, South · 6 clientsAsset manager
    Citi 100%
    $2.1B
  26. 3506
    Doubleline ETF Adviser LPTampa, FL · 9 clientsAsset managerHybrid
    No custodian reported
    $2.1B
  27. 3507
    Okabena Investment Services IncMinneapolis, MN · 148 clientsPrivate fund adviser
    Schwab 100%
    $2.1B
  28. 3508
    Tower Arch CapitalDraper, UT · 7 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  29. 3509
    Enlightenment CapitalChevy Chase, MD · 16 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  30. 3510
    Westview Capital Management LLCBoston, MA · 3 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  31. 3511
    Velocity Capital Advisors LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  32. 3512
    Suncoast Equity Management, LLCTampa, FL · 870 clientsWealth manager
    Schwab 100%
    $2.1B
  33. 3513
    Blue Swell Asset Management Private LimitedSingapore, Singapore · 7 clientsPrivate fund adviser
    Goldman Sachs 100%
    $2.1B
  34. 3514
    New England Retirement Consultants, LLCBoston, MA · 14 clientsAsset manager
    No custodian reported
    $2.1B
  35. 3515
    Vanderbilt Advisory ServicesWoodbury, NY · 6,470 clientsWealth managerHybridArk Global, LLC, Impactu.investments, LLC, clears through National Financial Services (Fidelity)
    No custodian reported
    $2.1B
  36. 3516
    Distillate Capital Partners LLCChicago, IL · 4 clientsAsset managerHybrid
    State Street 100%
    $2.1B
  37. 3517
    Greylion Partners LPNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  38. 3518
    American Capital Management IncNew York, NY · 333 clientsAsset managerHybrid
    Merrill / Bank of America 100%
    $2.1B
  39. 3519
    Gerchen Capital PartnersChicago, IL · 17 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  40. 3520
    Elser Financial Planning, Inc.Indianapolis, IN · 584 clientsWealth manager
    Schwab 100%
    $2.1B

RIAs by state