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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. 3681
    Guidestone AdvisorsDallas, TX · 2,089 clientsWealth managerHybridGuidestone Financial Services
    Guidestone 80%
    $2.0B
  2. 3682
    Falcon Wealth Planning, LLCOntario, CA · 1,611 clientsWealth manager
    Fidelity 59%Schwab 41%
    $2.0B
  3. 3683
    Ceres Partners, LLCSouth Bend, IN · 5 clientsPrivate fund adviserHybridCeres Securities, LLC, Wisdomtree Securities, Inc.
    No custodian reported
    $2.0B
  4. 3684
    Qsemble Capital Management, LPNew York City, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  5. 3685
    3edge Asset Management, LPNaples, FL · 1,528 clientsWealth managerHybrid
    Fidelity 82%
    $2.0B
  6. 3686
    Quantix Commodities LPGreenwich, CT · 2 clientsAsset manager
    No custodian reported
    $2.0B
  7. 3687
    New State Capital PartnersNew Rochelle, NY · 19 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  8. 3688
    Abound Wealth Management, LLCFranklin, TN · 936 clientsWealth manager
    Fidelity 90%
    $1.9B
  9. 3689
    Behrman Brothers Management Company L.P.New York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  10. 3690
    Ascendant Capital Partners LPLos Angeles, CA · 22 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  11. 3691
    Bulltick Wealth Management, LLCMiami, FL · 315 clientsWealth managerHybridBulltick, LLC, clears through Pershing
    Pershing 78%J.P. Morgan 22%
    $1.9B
  12. 3692
    Soma Equity Partners, LPSan Francisco, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  13. 3693
    Financial Security Advisory IncVirginia Beach, VA · 3,393 clientsWealth managerHybridFinancial Security Management, Incorporated
    No custodian reported
    $1.9B
  14. 3694
    Capital Z Partners Management, LLCNaples, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  15. 3695
    Lorient Capital Management, LLCMiami, FL · 17 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  16. 3696
    Alliance Partners LLCChevy Chase, MD · 104 clientsAsset manager
    Merrill / Bank of America 100%
    $1.9B
  17. 3697
    Sisung Investment Management Services LLCMetairie, LA · 13 clientsAsset managerHybridSisung Securities Corporation, clears through Pershing
    No custodian reported
    $1.9B
  18. 3698
    Brooke Private Equity Associates Management LLCBoston, MA · 14 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  19. 3699
    Clarity Investment Management Inc.Vancouver, Canada · 140 clientsPrivate fund adviserHybridHiive Markets Limited
    No custodian reported
    $1.9B
  20. 3700
    SCSBellevue, WA · 2,493 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $1.9B
  21. 3701
    Voss Capital, LPHouston, TX · 10 clientsAsset manager
    Goldman Sachs 63%
    $1.9B
  22. 3702
    Radian Capital LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  23. 3703
    Elda River Capital Management, LLCHouston, TX · 16 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  24. 3704
    Parabellum Capital LLCNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  25. 3705
    Penn Capital Management Company, LLCPhiladelphia, PA · 631 clientsAsset managerAffiliated broker-dealerLiquidity Apac PTE LTD, Liquidity Finance (difc) Limited
    J.P. Morgan 65%BNY 35%
    $1.9B
  26. 3706
    RVW Wealth LLCLos Angeles, CA · 1,378 clientsWealth managerHybrid
    Schwab 95%
    $1.9B
  27. 3707
    Rose Grove Capital Management, LLCWellesley, MA · 9 clientsPrivate fund adviser
    Merrill / Bank of America 41%Goldman Sachs 40%
    $1.9B
  28. 3708
    Lument Investment Management, LLCNew York, NY · 1 clientsPrivate fund adviserHybridHilco Corporate Finance, LLC, Lument Securities, LLC, clears through Pershing
    No custodian reported
    $1.9B
  29. 3709
    Diversified Portfolios, Inc.Bloomfield Hills, MI · 665 clientsWealth manager
    Schwab 100%
    $1.9B
  30. 3710
    Cfo4lifeCoppell, TX · 1,015 clientsWealth managerHybrid
    Schwab 77%Fidelity 23%
    $1.9B
  31. 3711
    FS Specialty Lending Advisor, LLCPhiladelphia, PA · 1 clientsAsset managerHybridFS Investment Solutions, LLC
    No custodian reported
    $1.9B
  32. 3712
    E2pChicago, IL · 8 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  33. 3713
    Nexpoint Real Estate Advisors VII, L.P.Dallas, TX · 2 clientsPrivate fund adviserAffiliated broker-dealerNexadvisors, LLC, Nexpoint Securities, Inc.
    No custodian reported
    $1.9B
  34. 3714
    Hein Park Capital Management LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  35. 3715
    Rebalance LLCPalo Alto, CA · 656 clientsWealth manager
    Schwab 59%Fidelity 41%
    $1.9B
  36. 3716
    Fourthought Financial Partners, LLC.Venice, FL · 1,002 clientsWealth managerAffiliated broker-dealer
    Fidelity 100%
    $1.9B
  37. 3717
    Meyers Wealth Management, LLCColumbus, OH · 860 clientsWealth managerWrap sponsor
    Schwab 100%
    $1.9B
  38. 3718
    Landaas & CompanyMilwaukee, WI · 1,804 clientsBroker-dealer firmHybrid
    Pershing 99%
    $1.9B
  39. 3719
    First Pacific Financial, Inc.Vancouver, WA · 1,312 clientsWealth manager
    Schwab 100%
    $1.9B
  40. 3720
    AMI Asset Management CorpLos Angeles, CA · 1,221 clientsWealth manager
    Schwab 100%
    $1.9B

RIAs by state