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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. 3761
    Clarion Capital Partners, LLCNew York, NY · 24 clientsPrivate fund adviser
    Wells Fargo 100%
    $1.9B
  2. 3762
    Treville Capital Management LLCNew York, NY · 14 clientsPrivate fund adviser
    U.S. Bank 59%Stifel Bank 41%
    $1.9B
  3. 3763
    Blue Vista Capital, LLCChicago, IL · 21 clientsBroker-dealer firmHybrid
    No custodian reported
    $1.9B
  4. 3764
    Endeavour CapitalPortland, OR · 6 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  5. 3765
    Broad Bay Capital Management LPNew York, NY · 4 clientsAsset manager
    Morgan Stanley 38%Merrill / Bank of America 34%Goldman Sachs 28%
    $1.9B
  6. 3766
    True Link Financial AdvisorsSan Francisco, CA · 1,461 clientsAsset manager
    Schwab 100%
    $1.9B
  7. 3767
    Retirement Management SystemsLeonardtown, MD · 3,032 clientsWealth manager
    Schwab 100%
    $1.9B
  8. 3768
    Eton AdvisorsChapel Hill, NC · 143 clientsAsset managerAffiliated broker-dealer
    Schwab 54%BNY 46%
    $1.9B
  9. 3769
    Granite PartnersSt. Cloud, MN · 3 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  10. 3770
    Liberty Street Advisors, Inc.New York, NY · 6 clientsAsset managerHybridHRC Fund Associates, LLC
    No custodian reported
    $1.9B
  11. 3771
    Modell Capital Management LLCBloomfield Hills, MI · 394 clientsWealth manager
    Schwab 81%
    $1.9B
  12. 3772
    Nilsine Partners, LLCGreenwood Village, CO · 559 clientsWealth managerHybrid
    Schwab 100%
    $1.9B
  13. 3773
    Valence8Cambridge, MA · 8 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  14. 3774
    Triguard Management LLCNewport Beach, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  15. 3775
    Capital Management Associates IncMinneapolis, MN · 932 clientsBroker-dealer firmHybridCapital Management Securities, Inc.
    Schwab 100%
    $1.9B
  16. 3776
    Access VenturesNew York, NY · 32 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  17. 3777
    Axia AdvisoryIndianapolis, IN · 123 clientsAsset manager
    Fidelity 43%Schwab 30%Broadridge Trust 27%
    $1.9B
  18. 3778
    Blue Chip Partners, LLCFarmington Hills, MI · 1,007 clientsWealth manager
    Raymond James 82%
    $1.9B
  19. 3779
    Klcm Advisors, Inc.Milwaukee, WI · 637 clientsWealth manager
    Schwab 100%
    $1.9B
  20. 3780
    Wilkinson Global Asset Management LLCNew York, NY · 575 clientsWealth manager
    BNY 54%Schwab 46%
    $1.9B
  21. 3781
    Sovran Advisors, LLCSan Diego, CA · 4,018 clientsWealth managerHybrid
    Cetera Investment Services 100%
    $1.9B
  22. 3782
    Integral Health Asset Management, LLCNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  23. 3783
    Naviter Wealth, LLCLittle Rock, AR · 361 clientsWealth manager
    Schwab 100%
    $1.9B
  24. 3784
    DG Partners LLPLondon, United Kingdom · 9 clientsPrivate fund adviser
    Deutsche Bank AG London Branch 100%
    $1.9B
  25. 3785
    Wolf Hill Capital Management, LPGreenwich, CT · 7 clientsPrivate fund adviser
    Goldman Sachs 63%U.S. Bank 37%
    $1.9B
  26. 3786
    Austin AssetAustin, TX · 458 clientsWealth manager
    Schwab 83%
    $1.9B
  27. 3787
    Fifth Down Cap LLCBoston, MA · 60 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  28. 3788
    IAG Wealth Partners, LLCWaukesha, WI · 2,356 clientsWealth managerHybrid
    LPL Financial 100%
    $1.9B
  29. 3789
    UX Wealth Partners LLCCentennial, CO · 56 clientsAsset manager
    Schwab 99%
    $1.9B
  30. 3790
    Diversified Management IncMilwaukee, WI · 340 clientsWealth manager
    Schwab 100%
    $1.9B
  31. 3791
    NMS Capital Services, LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  32. 3792
    Morgan Stanley Private Equity Asia, Inc.New York, NY · 10 clientsPrivate fund adviserHybridEaton Vance Distributors, Inc., Morgan Stanley & Co. LLC
    No custodian reported
    $1.9B
  33. 3793
    Scout Energy Management LLCDallas, TX · 20 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  34. 3794
    Tritium PartnersAustin, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  35. 3795
    First Long Island Investors, LLCJericho, NY · 546 clientsWealth managerPublic-company ownedHybridFLI Investors, LLC
    UBS 100%
    $1.9B
  36. 3796
    Windward Capital Management CoLos Angeles, CA · 169 clientsWealth managerHybridS.L. Reed & Company, clears through National Financial Services (Fidelity)
    Fidelity 70%Schwab 30%
    $1.9B
  37. 3797
    Condire Management, LPDallas, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  38. 3798
    Varsity Healthcare PartnersLos Angeles, CA · 11 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  39. 3799
    Ashton Thomas Securities, LLCRochester, NY · 2,282 clientsBroker-dealer firmHybrid
    Pershing 100%
    $1.9B
  40. 3800
    Clear Creek Financial Management, LLCSilverdale, WA · 4,003 clientsWealth manager
    Schwab 82%
    $1.9B

RIAs by state