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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. 3841
    C2 Private WealthNovi, MI · 2,066 clientsWealth manager
    Fidelity Distributors Company 100%
    $1.8B
  2. 3842
    View Capital RIA, LPDallas, TX · 141 clientsWealth manager
    Pershing 77%Schwab 23%
    $1.8B
  3. 3843
    Cion Investment Management, LLCNew York, NY · 1 clientsAsset managerAffiliated broker-dealerCion Securities, LLC
    No custodian reported
    $1.8B
  4. 3844
    Crescent Cap Advisors, LLCLos Angeles, CA · 1 clientsAsset managerAffiliated broker-dealerAdvisors Asset Management, Inc., BGO Capital (canada) Inc.
    No custodian reported
    $1.8B
  5. 3845
    Nova Infrastructure Management, LLCNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  6. 3846
    Financial SynergiesHouston, TX · 928 clientsWealth manager
    Schwab 85%
    $1.8B
  7. 3847
    ArgenticNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  8. 3848
    Baillie Gifford International LLCNew York, NY · 7 clientsPrivate fund adviserHybridBaillie Gifford Asia (hong Kong) Limited, Baillie Gifford Funds Services LLC
    No custodian reported
    $1.8B
  9. 3849
    Versant Capital Management, Inc.Phoenix, AZ · 521 clientsWealth manager
    Schwab 74%Pershing 26%
    $1.8B
  10. 3850
    GDS Wealth ManagementFlower Mound, TX · 1,082 clientsWealth manager
    Raymond James 100%
    $1.8B
  11. 3851
    O2 Investment Partners, L.P.Bloomfield Hills, MI · 13 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  12. 3852
    Kainos (TX) Capital LPDallas, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  13. 3853
    Select Money Management, Inc.Los Angeles, CA · 1,031 clientsWealth managerWrap sponsorHybridSignature Estate Securities, LLC
    Assetmark Trust 88%
    $1.8B
  14. 3854
    Core Industrial Partners, LLCChicago, IL · 8 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  15. 3855
    Sloy, Dahl & Holst, LLCVancouver, WA · 526 clientsAsset manager
    Schwab 100%
    $1.8B
  16. 3856
    Young Richard C & Co LTDNewport, RI · 813 clientsWealth manager
    Fidelity 100%
    $1.8B
  17. 3857
    Needham Investment Management, LLCNew York, NY · 5 clientsAsset managerHybridNeedham & Company, LLC
    No custodian reported
    $1.8B
  18. 3858
    LGT Wealth Management US LimitedLondon, United Kingdom · 1,334 clientsWealth managerBank-affiliatedAffiliated broker-dealerLGT Bank (singapore) LTD, LGT Bank (switzerland) LTD
    Morningstar Wealth Platform 100%
    $1.8B
  19. 3859
    Summit Financial Wealth AdvisorsLafayette, LA · 1,265 clientsWealth managerHybrid
    Schwab 100%
    $1.8B
  20. 3860
    Altfest Personal Wealth ManagementNew York, NY · 695 clientsWealth manager
    Schwab 85%
    $1.8B
  21. 3861
    U.S. Bancorp Advisors, LLCSaint Paul, MN · 3,343 clientsBroker-dealer firmHybridBtig, LLC, U.S. Bancorp Investments, Inc.
    Fidelity 100%
    $1.8B
  22. 3862
    Tensile Capital Management LPLarkspur, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  23. 3863
    Safford Nicholas H & Co IncRockport, MA · 155 clientsWealth manager
    Northern Trust 36%Fidelity 33%Fiduciary Trust 31%
    $1.8B
  24. 3864
    Hoisington Investment Management CoAustin, TX · 8 clientsAsset manager
    BNY 59%
    $1.8B
  25. 3865
    EOS Real Estate Investors LLCNew York, NY · 39 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  26. 3866
    Morgan Creek Capital Management, LLCChapel Hill, NC · 55 clientsPrivate fund adviserHybrid
    Schwab 100%
    $1.8B
  27. 3867
    Blueprint Capital Advisors LLCShort Hills, NJ · 9 clientsAsset manager
    No custodian reported
    $1.8B
  28. 3868
    Mitchell Sinkler & StarrPhiladelphia, PA · 247 clientsWealth manager
    Schwab 100%
    $1.8B
  29. 3869
    Metropolitan Partners Group Management, LLCNew York, NY · 23 clientsPrivate fund adviser
    Northern Trust 100%
    $1.8B
  30. 3870
    Monogram Capital Management, L.P.Beverly Hills, CA · 29 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  31. 3871
    QVT Financial LPNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  32. 3872
    Governors Lane LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  33. 3873
    Parkwoods Wealth Partners, LLCClayton, MO · 1,395 clientsWealth manager
    Schwab 100%
    $1.8B
  34. 3874
    Lanark Financial, Inc.Birmingham, AL · 3,576 clientsBroker-dealer firmHybrid
    RBC 100%
    $1.8B
  35. 3875
    Stafford Capital Partners Inc.Austin, TX · 20 clientsPrivate fund adviser
    Perpetual Trustee Company Limited 100%
    $1.8B
  36. 3876
    Aquarian Holdings Management LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  37. 3877
    TFC Financial Management IncBoston, MA · 415 clientsWealth manager
    Schwab 100%
    $1.8B
  38. 3878
    Nonantum Capital PartnersBoston, MA · 12 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  39. 3879
    Bitterroot Capital Advisors LLCBozeman, MT · 20 clientsWealth managerHybrid
    No custodian reported
    $1.8B
  40. 3880
    Alta Park Capital, LPSan Francisco, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $1.8B

RIAs by state