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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. 3521
    Transamerica Financial Advisors, LLCPhiladelphia, PA · 42,735 clientsBroker-dealer firmHybridTransamerica Capital, LLC, Transamerica Investors Securities, LLC
    No custodian reported
    $2.1B
  2. 3522
    Fiduciary Advisors, Inc.St. Louis, MO · 143 clientsAsset manager
    Vanguard 79%
    $2.1B
  3. 3523
    The Wealth Alliance, LLCMelville, NY · 1,232 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $2.1B
  4. 3524
    Navy Federal Investment Services, LLCVienna, VA · 7,424 clientsBroker-dealer firmHybrid
    Pershing 100%
    $2.1B
  5. 3525
    Blue Grotto Capital, LLCAtlanta, GA · 7 clientsAsset manager
    Morgan Stanley 52%UBS 48%
    $2.1B
  6. 3526
    Ameraudi Asset Management, Inc.New York, NY · 968 clientsWealth managerBank-affiliatedHybridAmeraudi Investment Services LLC, clears through Pershing
    Pershing 65%Stonex Financial 26%
    $2.1B
  7. 3527
    Long Ridge Equity PartnersNew York, NY · 14 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  8. 3528
    Quadrant Private Wealth Management, LLCCenter Valley, PA · 883 clientsBroker-dealer firmHybrid
    Fidelity 78%Schwab 22%
    $2.1B
  9. 3529
    Alpine Associates Management Inc.Palm Beach, FL · 11 clientsPrivate fund adviser
    J.P. Morgan 83%
    $2.1B
  10. 3530
    Ascentis Independent Advisors, LLCDallas, TX · 2,815 clientsWealth managerHybrid
    Raymond James 55%Schwab 45%
    $2.1B
  11. 3531
    Sundance BaySalt Lake City, UT · 8 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  12. 3532
    Emerald Mutual Fund Advisers TrustLeola, PA · 3 clientsAsset managerHybrid
    No custodian reported
    $2.1B
  13. 3533
    Adell Harriman & CarpenterHouston, TX · 819 clientsWealth manager
    Fidelity 100%
    $2.1B
  14. 3534
    Columbia Capital Management, LLCMerriam, KS · 30 clientsAsset manager
    Schwab 100%
    $2.1B
  15. 3535
    First Heartland Consultants, Inc.Lake St. Louis, MO · 6,461 clientsWealth managerWrap sponsorHybridFirst Heartland Capital, Inc.
    Pershing 100%
    $2.1B
  16. 3536
    Goldfinch PartnersBellevue, WA · 7 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  17. 3537
    Narwhal Capital ManagementMarietta, GA · 365 clientsAsset manager
    Schwab 100%
    $2.1B
  18. 3538
    Squadra Investments - Gestao De Recursos Ltda.Rio De Janeiro, Brazil · 9 clientsPrivate fund adviser
    Citi 74%BNY 26%
    $2.1B
  19. 3539
    Carrick Capital PartnersSan Francisco, CA · 31 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  20. 3540
    Aris Management, LLCNew York, NY · 2 clientsPrivate fund adviserHybridApollo Global Securities, LLC, Athene Securities, LLC, clears through Pershing
    No custodian reported
    $2.1B
  21. 3541
    Zanbato Advisors LLCMountain View, CA · 58 clientsPrivate fund adviserHybridZanbato Securities LLC, Zanbato UK LTD
    No custodian reported
    $2.1B
  22. 3542
    Maren CapitalChicago, IL · 9 clientsAsset manager
    BNY 41%Northern Trust 36%Schwab 22%
    $2.1B
  23. 3543
    Indivisible PartnersClearwater, FL · 676 clientsWealth manager
    Fidelity 90%
    $2.1B
  24. 3544
    True Wind Capital Management, L.P.San Francisco, CA · 12 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  25. 3545
    River Canyon Fund Management LLCDallas, TX · 3 clientsAsset managerHybridCP Investments, LLC
    No custodian reported
    $2.1B
  26. 3546
    Gillson CapitalChicago, IL · 7 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  27. 3547
    Basis Management Group LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  28. 3548
    Eubel Brady & SuttmanMiamisburg, OH · 816 clientsWealth manager
    Schwab 100%
    $2.1B
  29. 3549
    Newtyn Management, LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  30. 3550
    Segment Wealth Management, LLCHouston, TX · 236 clientsWealth manager
    Schwab 100%
    $2.1B
  31. 3551
    Tortoise Investment Management, LLCWhite Plains, NY · 504 clientsWealth manager
    Fidelity 100%
    $2.1B
  32. 3552
    Avestar Capital, LLCNew York, NY · 187 clientsWealth manager
    Schwab 60%Pershing 40%
    $2.1B
  33. 3553
    Elequin Capital, LPNew York, NY · 4 clientsPrivate fund adviserHybridElequin Execution Services, LLC, Elequin Securities LLC
    No custodian reported
    $2.1B
  34. 3554
    Phoenix Merchant Partners, LPRye, NY · 7 clientsAsset manager
    U.S. Bancorp Investments 50%Pinnacle Bank 50%
    $2.1B
  35. 3555
    M.D. Sass, LLCNew York, NY · 83 clientsAsset managerHybridM.D. Sass Securities, L.L.C.
    State Street 51%Northern Trust 49%
    $2.1B
  36. 3556
    Ellenbecker Investment GroupWaukesha, WI · 2,283 clientsWealth manager
    Schwab 100%
    $2.1B
  37. 3557
    Lancaster Investment Management LLPLondon, United Kingdom · 4 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  38. 3558
    Albion RiverRockville, MD · 2 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  39. 3559
    Cahaba Wealth Management, Inc.Atlanta, GA · 892 clientsWealth manager
    Fidelity Distributors Company 100%
    $2.1B
  40. 3560
    EW Healthcare PartnersThe Woodlands, TX · 19 clientsPrivate fund adviser
    No custodian reported
    $2.1B

RIAs by state