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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. 3721
    Conservest Capital Advisors IncWynnewood, PA · 303 clientsWealth manager
    Schwab 81%
    $1.9B
  2. 3722
    Tspi, LPNew York, NY · 4 clientsPrivate fund adviserAffiliated broker-dealerTwo Sigma Execution Services, LLC, Two Sigma Securities UK Limited
    No custodian reported
    $1.9B
  3. 3723
    Rossmore Private Capital, LLCGlastonbury, CT · 275 clientsWealth manager
    Pershing 100%
    $1.9B
  4. 3724
    Magnetar Asset Management LLCEvanston, IL · 1 clientsAsset manager
    Morgan Stanley 100%
    $1.9B
  5. 3725
    Private Wealth Partners, LLCMill Valley, CA · 258 clientsWealth manager
    Schwab 100%
    $1.9B
  6. 3726
    Terry McDaniel & CompanyAustin, TX · 378 clientsWealth manager
    Schwab 79%
    $1.9B
  7. 3727
    Heartland Advisors, Inc.Milwaukee, WI · 90 clientsAsset managerHybrid
    Schwab 68%
    $1.9B
  8. 3728
    CIP PE Advisors, LLCWest Palm Beach, FL · 10 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  9. 3729
    SHP Wealth Management, LLCPlymouth, MA · 2,364 clientsWealth managerAffiliated broker-dealerKestra Investment Services, LLC
    Fidelity 100%
    $1.9B
  10. 3730
    Skybridge Capital II, LLCNew York, NY · 18 clientsAsset managerHybridHastings Capital Group, LLC
    No custodian reported
    $1.9B
  11. 3731
    Novare Capital ManagementCharlotte, NC · 757 clientsWealth manager
    Schwab 100%
    $1.9B
  12. 3732
    LegalistSan Francisco, CA · 17 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  13. 3733
    Laramar Multi-Family Value Manager, LLCChicago, IL · 33 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  14. 3734
    Artemis Wealth Advisors, LLCPort Washington, NY · 34 clientsAsset manager
    Schwab 46%Morgan Stanley 44%
    $1.9B
  15. 3735
    Brickwood Asset ManagementLondon, United Kingdom · 9 clientsAsset manager
    No custodian reported
    $1.9B
  16. 3736
    DT Investment Partners, LLCChadds Ford, PA · 1,316 clientsWealth manager
    Schwab 47%Wilmington Trust Investment Management 31%
    $1.9B
  17. 3737
    Carousel Capital Management Company, L.P.Charlotte, NC · 10 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  18. 3738
    Kildare Partners US, LLCWestlake, TX · 16 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  19. 3739
    Prep Investment Advisers, L.L.C.Chicago, IL · 5 clientsPrivate fund adviserHybridConning Asia Pacific Limited (hong Kong), Conning Asset Management LTD. (UK)
    No custodian reported
    $1.9B
  20. 3740
    Resolute Partners GroupSan Francisco, CA · 35 clientsWealth manager
    Pershing 51%Schwab 35%
    $1.9B
  21. 3741
    Continuum Advisory, LLCEagle, ID · 3,461 clientsWealth managerHybrid
    Schwab 100%
    $1.9B
  22. 3742
    Patriot Investment Management Group IncKnoxville, TN · 1,559 clientsWealth manager
    Schwab 100%
    $1.9B
  23. 3743
    Pembroke Management LTD.Montreal, Quebec, Canada · 173 clientsPrivate fund adviserAffiliated broker-dealerPembroke Private Wealth Management LTD (formerly GBC Asset Management Inc.)
    State Street 100%
    $1.9B
  24. 3744
    Mora Capital Management, LLCMiami, FL · 685 clientsWealth managerBank-affiliatedHybridMora Capital Securities LLC, Tressis Sociedad De Valores, S.A., clears through Pershing
    Pershing 64%UBS 36%
    $1.9B
  25. 3745
    Freedom Funds Management CoDenver, CO · 1 clientsAsset managerHybrid
    No custodian reported
    $1.9B
  26. 3746
    Main Management, LLCSan Francisco, CA · 253 clientsWealth manager
    Schwab 100%
    $1.9B
  27. 3747
    NumeraiSan Francisco, CA · 11 clientsPrivate fund adviser
    UBS 100%
    $1.9B
  28. 3748
    JAG Capital Management LLCSt. Louis, MO · 1,068 clientsAsset managerHybrid
    Pershing 81%
    $1.9B
  29. 3749
    Tributary Capital Management, LLCOmaha, NE · 271 clientsAsset managerHybridNorthland Securities, Inc.
    First National Bank of Omaha 73%Schwab 27%
    $1.9B
  30. 3750
    DWS Investments Australia LimitedSydney, Australia · 52 clientsPrivate fund adviserAffiliated broker-dealerDeutsche Bank AG
    State Street 100%
    $1.9B
  31. 3751
    Saratoga Management Company LLCNew York, NY · 2 clientsAsset manager
    No custodian reported
    $1.9B
  32. 3752
    Saratoga Investment Advisors, LLCNew York, NY · 2 clientsAsset manager
    No custodian reported
    $1.9B
  33. 3753
    Halifax Investment Management, L.L.C.Raleigh, NC · 8 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  34. 3754
    Glouston Capital Partners, LLCBoston, MA · 22 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  35. 3755
    BpocChicago, IL · 11 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  36. 3756
    SP Asset Management LLCCupertino, CA · 211 clientsWealth manager
    Fidelity 85%
    $1.9B
  37. 3757
    Avenue Asia Capital Management, L.P.New York City, NY · 13 clientsPrivate fund adviserAffiliated broker-dealerAmroc Investments, LLC
    No custodian reported
    $1.9B
  38. 3758
    Whittier Advisors, LLCNewport Beach, CA · 30 clientsAsset managerHybrid
    Fidelity 50%Schwab 50%
    $1.9B
  39. 3759
    RHO TreasuryNew York, NY · 1,078 clientsAsset managerHybrid
    Apex Fintech 82%
    $1.9B
  40. 3760
    BOW Wave Capital Management, LPNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $1.9B

RIAs by state