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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. 3561
    APC Asset Development II, LPNewport Beach, CA · 6 clientsPrivate fund adviserHybrid
    No custodian reported
    $2.1B
  2. 3562
    Flat Footed LLCWilson, WY · 9 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  3. 3563
    Madison Avenue Solutions, LLCChicago, IL · 29 clientsAsset managerHybridHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan
    No custodian reported
    $2.1B
  4. 3564
    Beese Fulmer Private Wealth ManagementCanton, OH · 843 clientsWealth manager
    Schwab 88%
    $2.1B
  5. 3565
    Southfield Capital LPGreenwich, CT · 8 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  6. 3566
    Pleasant Lake Partners LLCRincon, PR · 11 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  7. 3567
    Quent Capital, LLCNew York, NY · 384 clientsWealth manager
    Pershing 54%Fidelity 40%
    $2.1B
  8. 3568
    Churchill DLC Advisor LLCNew York, NY · 1 clientsAsset managerHybridNuveen Securities, LLC
    No custodian reported
    $2.1B
  9. 3569
    Clear Harbor Asset Management, LLCStamford, CT · 820 clientsWealth manager
    Pershing 73%Schwab 27%
    $2.1B
  10. 3570
    Applied Finance Advisors, LLCSan Antonio, TX · 2 clientsAsset manager
    No custodian reported
    $2.1B
  11. 3571
    Warwick Investment Group, LLCOklahoma City, OK · 5 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  12. 3572
    D/b/a the Davis Companies OR DavisBoston, MA · 21 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  13. 3573
    Natural Investments1,277 clientsWealth manager
    Schwab 100%
    $2.0B
  14. 3574
    Sawgrass Asset Management LLCPonte Vedra Beach, FL · 116 clientsAsset manager
    BNY 28%Schwab 27%Salem Trust A DIV of Argent Inst. Trust 23%Northern Trust 22%
    $2.0B
  15. 3575
    Carson Group InvestingOmaha, NEAsset managerHybridCarson Group Brokerage, LLC, Northwest Capital Management Inc
    Schwab 69%Fidelity 31%
    $2.0B
  16. 3576
    Inscription Capital, LLCHouston, TX · 456 clientsWealth managerHybrid
    Fidelity 65%
    $2.0B
  17. 3577
    Sofi Wealth LLCSan Francisco, CA · 254,020 clientsWealth managerBank-affiliatedHybridSofi Securities (hong Kong) Limited, Sofi Securities LLC, clears through Apex Clearing
    Apex Fintech 100%
    $2.0B
  18. 3578
    Adviceone Advisory Services, LLCGlastonbury, CT · 1,449 clientsWealth manager
    Schwab 86%
    $2.0B
  19. 3579
    PCM Encore, LLCAspen, CO · 176 clientsWealth manager
    Morgan Stanley 100%
    $2.0B
  20. 3580
    Cresta Fund Management LLCDallas, TX · 22 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  21. 3581
    Doyenne Wealth AdvisorsChicago, IL · 132 clientsWealth manager
    Schwab 100%
    $2.0B
  22. 3582
    Volatility Shares LLCPalm Beach Gardens, FL · 9 clientsAsset manager
    No custodian reported
    $2.0B
  23. 3583
    Minot Deblois Advisors LLCBoston, MA · 203 clientsWealth manager
    Fifth Third Bank 93%
    $2.0B
  24. 3584
    Blue Road Management, L.P.New York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  25. 3585
    Mosaic WealthSt. Louis, MO · 807 clientsWealth managerHybrid
    Fidelity 88%
    $2.0B
  26. 3586
    Clearview Capital, L.P.Stamford, CT · 9 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  27. 3587
    L Squared Capital PartnersNewport Beach, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  28. 3588
    JLC InfrastructureNew York, NY · 6 clientsPrivate fund adviserHybridLoop Capital Markets LLC
    No custodian reported
    $2.0B
  29. 3589
    Point Break Capital Management LLCMiami, FL · 1 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  30. 3590
    Operose Advisors LLCMilwaukee, WI · 511 clientsWealth manager
    Schwab 100%
    $2.0B
  31. 3591
    Atwood & Palmer, Inc.Kansas City, MO · 525 clientsWealth manager
    Fidelity 100%
    $2.0B
  32. 3592
    Bristol Group IncSan Francisco, CA · 20 clientsAsset manager
    No custodian reported
    $2.0B
  33. 3593
    Callodine Capital ManagementBoston, MA · 15 clientsPrivate fund adviserHybridManning & Napier Investor Services, Inc.
    Jefferies 85%
    $2.0B
  34. 3594
    Resmark Equity Partners, LLCLos Angeles, CA · 18 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  35. 3595
    Provise Management Group, LLCClearwater, FL · 1,190 clientsWealth managerHybridKestra Investment Services, LLC
    Schwab 100%
    $2.0B
  36. 3596
    Capwealth Advisors, LLCFranklin, TN · 1,429 clientsWealth manager
    Schwab 100%
    $2.0B
  37. 3597
    Alpen Partners International AGFreienbach, Switzerland · 738 clientsWealth manager
    Bank Julius Baer & Co LTD 50%Banque Pictet & CIE S.A. 36%
    $2.0B
  38. 3598
    Washington Crossing Advisors LLCMorristown, NJ · 3,257 clientsWealth managerBank-affiliatedHybridKeefe, Bruyette & Woods, Inc., Stifel Europe AG, clears through Stifel
    Stifel, Nicolaus & Company, Incorporated 100%
    $2.0B
  39. 3599
    Althum Advisors LLCMiami, FL · 84 clientsAsset manager
    J.P. Morgan 73%UBS 27%
    $2.0B
  40. 3600
    Keebeck Wealth ManagementChicago, IL · 150 clientsWealth manager
    Pershing 53%Schwab 47%
    $2.0B

RIAs by state