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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. 3641
    Avendus Wealth Management Private LimitedMumbai, India · 546 clientsBroker-dealer firmAffiliated broker-dealerAvendus Capital, Inc., Avendus PTE. LTD.
    Hdfc Bank LTD 100%
    $2.0B
  2. 3642
    Healthequity AdvisorsDraper, UT · 178,476 clientsWealth managerPublic-company owned
    Healthequity Trust 100%
    $2.0B
  3. 3643
    TIG Advisors LLCNew York, NY · 12 clientsPrivate fund adviserAffiliated broker-dealerAlti Strategic Advisory (UK) Limited
    No custodian reported
    $2.0B
  4. 3644
    Stack Financial Management IncWhitefish, MT · 833 clientsWealth manager
    Schwab 100%
    $2.0B
  5. 3645
    Feldman, Ingardona & CoDowners Grove, IL · 184 clientsWealth manager
    Fidelity 100%
    $2.0B
  6. 3646
    Raymond James (USA) LTDVancouver, Canada · 4,864 clientsBroker-dealer firmHybridCarillon Fund Distributors, Inc., Cebile Capital LLC
    No custodian reported
    $2.0B
  7. 3647
    Wellesley Asset Management, Inc.Portsmouth, NH · 1,296 clientsAsset managerHybrid
    Schwab 35%UBS 33%Fidelity 23%
    $2.0B
  8. 3648
    Balefire, LLCDallas, TX · 1,864 clientsWealth managerHybrid
    Schwab 100%
    $2.0B
  9. 3649
    MAK CapitalNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  10. 3650
    Comperio Retirement Consulting, Inc.Cary, NC · 27 clientsAsset manager
    No custodian reported
    $2.0B
  11. 3651
    Midwestern Securities Trading Co.,llcEast Peoria, IL · 11,847 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $2.0B
  12. 3652
    Trumbower Financial Advisors LLCBethesda, MD · 246 clientsWealth manager
    Fidelity 100%
    $2.0B
  13. 3653
    Mount Logan ManagementNew York, NY · 12 clientsAsset managerHybridBC Partners Securities LLC
    State Street 60%BNY 27%
    $2.0B
  14. 3654
    Resolution Capital (US) LimitedRye Brook, NY · 18 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  15. 3655
    Sole Source Capital LLCDallas, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  16. 3656
    Woodbourne Capital Management International LPBoulder, CO · 15 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  17. 3657
    Graycliff Partners LPNew York, NY · 15 clientsPrivate fund adviser
    HSBC Bank 100%
    $2.0B
  18. 3658
    Timberland Investment Resources, LLCAtlanta, GA · 13 clientsAsset manager
    No custodian reported
    $2.0B
  19. 3659
    LEE Danner & Bass IncNashville, TN · 1,020 clientsWealth manager
    Schwab 63%Fidelity 37%
    $2.0B
  20. 3660
    Centeroak Adviser, L.P.Dallas, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  21. 3661
    Long Pond Capital, LPNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  22. 3662
    JSF Financial, LLCLos Angeles, CA · 821 clientsWealth managerHybrid
    Fidelity 100%
    $2.0B
  23. 3663
    Greenwood Gearhart, LLCFayetteville, AR · 1,101 clientsWealth manager
    Schwab 100%
    $2.0B
  24. 3664
    Boldhaven ManagementLondon, United Kingdom · 3 clientsPrivate fund adviser
    Morgan Stanley 100%
    $2.0B
  25. 3665
    Lingotto US LLCNew York, NY · 9 clientsPrivate fund adviser
    Northern Trust 100%
    $2.0B
  26. 3666
    Maridea Wealth ManagementBrooklyn, NY · 2,100 clientsWealth managerHybrid
    Schwab 61%Fidelity 39%
    $2.0B
  27. 3667
    Center for Financial Planning IncSouthfield, MI · 1,496 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $2.0B
  28. 3668
    The Fiduciary GroupSavannah, GA · 702 clientsWealth managerAffiliated broker-dealer
    Schwab 84%
    $2.0B
  29. 3669
    The Norden Group LLCProvo, UT · 1,531 clientsWealth managerHybrid
    Schwab 100%
    $2.0B
  30. 3670
    Shapiro Capital Management LLCAtlanta, GA · 393 clientsAsset managerAffiliated broker-dealerResolute Investment Distributors, Inc.
    Goldman Sachs 51%Schwab 28%
    $2.0B
  31. 3671
    FIC Partners Management, LPHouston, TX · 20 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  32. 3672
    Zazove Associates LLCIncline Village, NV · 72 clientsAsset manager
    U.S. Bank 60%State Street 40%
    $2.0B
  33. 3673
    Brynwood PartnersGreenwich, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  34. 3674
    Ocean Avenue Capital Partners, L.P.Santa Monica, CA · 18 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  35. 3675
    C.M. Capital Advisors, LLCPalo Alto, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  36. 3676
    Bellecapital InternationalZurich, Switzerland · 291 clientsAsset manager
    Rahn + Bodmer 36%Banque Pictet ET CIE. S.A. 25%Bank Julius Baer & Co. AG 24%
    $2.0B
  37. 3677
    CS Planning CorpPortland, OR · 4,200 clientsWealth managerHybrid
    Fidelity 82%
    $2.0B
  38. 3678
    Kora Management LPBrooklyn, NY · 14 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  39. 3679
    HCR Wealth AdvisorsLos Angeles, CA · 938 clientsWealth managerHybrid
    Schwab 100%
    $2.0B
  40. 3680
    Evolution Wealth Advisors, LLCAventura, FL · 380 clientsAsset manager
    Schwab 58%J.P. Morgan 42%
    $2.0B

RIAs by state