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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. 3601
    Halyard Asset Management LLCWhite Plains, NY · 23 clientsPrivate fund adviser
    Principal Securities 69%Pershing 31%
    $2.0B
  2. 3602
    Avity Investment Management Inc.Greenwich, CT · 303 clientsWealth manager
    Schwab 100%
    $2.0B
  3. 3603
    Punch & Associates Investment Management, Inc.Edina, MN · 562 clientsWealth manager
    Fidelity 100%
    $2.0B
  4. 3604
    Fairview CapitalGreenbrae, CA · 241 clientsWealth manager
    Schwab 85%
    $2.0B
  5. 3605
    Nipun Capital, L.P.Foster City, CA · 13 clientsPrivate fund adviser
    J.P. Morgan 71%State Street 29%
    $2.0B
  6. 3606
    FrontenacChicago, IL · 10 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  7. 3607
    Cherry Creek Family OfficesDenver, CO · 26 clientsWealth manager
    Schwab 100%
    $2.0B
  8. 3608
    NCH Capital Inc.New York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  9. 3609
    Portolan Capital Management, LLCBoston, MA · 19 clientsAsset manager
    BNY 88%
    $2.0B
  10. 3610
    UnisonProvidence, RI · 95 clientsWealth manager
    Northern Trust 86%
    $2.0B
  11. 3611
    Hammes Realty Advisors, LLCMilwaukee, WI · 5 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  12. 3612
    Madison Avenue Securities, LLCSan Diego, CA · 14,099 clientsBroker-dealer firmHybridAE Financial Services, LLC, clears through National Financial Services (Fidelity)
    Pershing 100%
    $2.0B
  13. 3613
    Boston Family Office LLCBoston, MA · 342 clientsWealth manager
    BNY 80%
    $2.0B
  14. 3614
    Rush Island Management, LPNew York, NY · 4 clientsPrivate fund adviser
    Morgan Stanley 60%Goldman Sachs 40%
    $2.0B
  15. 3615
    Western Technology Investment (WTI)Portola Valley, CA · 12 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  16. 3616
    Marks Group Wealth Management, Inc.Minnetonka, MN · 809 clientsWealth managerWrap sponsor
    Fidelity 89%
    $2.0B
  17. 3617
    Spyglass Capital Management, LLCGreenbrae, CA · 71 clientsAsset managerHybrid
    Schwab 56%Northern Trust 30%
    $2.0B
  18. 3618
    Advent Global Opportunities Management LLCBoston, MA · 5 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  19. 3619
    Albion Financial GroupSalt Lake City, UT · 737 clientsWealth manager
    Schwab 87%
    $2.0B
  20. 3620
    Infinity Q Capital Management, LLCNew York, NY · 3 clientsAsset manager
    No custodian reported
    $2.0B
  21. 3621
    Declaration Partners LPNew York, NY · 64 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  22. 3622
    Woodmont Investment Counsel, LLCNashville, TN · 468 clientsWealth manager
    Schwab 100%
    $2.0B
  23. 3623
    AFF Fund Manager, LLCAtlanta, GA · 14 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  24. 3624
    Jackson Thornton Wealth Management, LLCMontgomery, AL · 988 clientsWealth manager
    Schwab 87%
    $2.0B
  25. 3625
    Corry Capital Advisors, LLCVero Beach, FL · 19 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  26. 3626
    Physician Wealth Advisors, Inc.Salt Lake City, UT · 1,124 clientsWealth manager
    Fidelity 97%
    $2.0B
  27. 3627
    Lane42Santa Monica, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  28. 3628
    Jnba Financial Advisors, LLCBloomington, MN · 1,115 clientsWealth manager
    Schwab 100%
    $2.0B
  29. 3629
    Impax Asset ManagementLondon, United Kingdom · 4 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  30. 3630
    CAPTRUST Wealth AdvisorsHolland, MI · 926 clientsWealth managerWrap sponsor
    Pershing 100%
    $2.0B
  31. 3631
    Neville, Rodie & Shaw IncNew York, NY · 355 clientsWealth manager
    Fidelity Distributors Company 65%
    $2.0B
  32. 3632
    Blackhill Capital, IncMorristown, NJ · 81 clientsWealth manager
    Pershing 100%
    $2.0B
  33. 3633
    Rose Smart Growth Investment Advisors, LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  34. 3634
    Corda Investment Management, LLCHouston, TX · 1,363 clientsWealth manager
    Schwab 100%
    $2.0B
  35. 3635
    Silveroak Wealth Management LLCEdina, MN · 446 clientsWealth manager
    Schwab 100%
    $2.0B
  36. 3636
    Viola Credit Partners Management Limited PartnershipTel Aviv, Israel · 27 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  37. 3637
    Naples Global AdvisorsNaples, FL · 306 clientsWealth manager
    Schwab 79%
    $2.0B
  38. 3638
    Trez Capital Fund Management Limited PartnershipVancouver, BC, Canada · 29 clientsBroker-dealer firm
    No custodian reported
    $2.0B
  39. 3639
    Arc70 Advisers LPBurlingame, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  40. 3640
    The Harbor Group, Inc.Bedford, NH · 700 clientsWealth manager
    Schwab 100%
    $2.0B

RIAs by state