Wednesday, October 28, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Leading RIAs – EastIN Schwab IMPACT 2026 full conference coverageIN The pace of advisors going RIA is quickening, says Advisory Services Network’s Trey PrescottIN Schwab launches National RIA Day to recruit students into advisor industryIN Schwab IMPACT 2026 kicks off in BostonFP Plenty of red flags, few restrictions: Is FINRA's Rule 4111 working?IN Anthropic extends reach into advisory industry with slew of new partnersWM Wallace Finance Builds Tool to Capture Advisor KnowledgeFP Clients may value certifications more than they understand themIN Advisor optimism on organic growth clashes with reality: SEI
AtlasFinancial ADVSR
Open free

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. 3881
    Blueprint Investment Partners LLCGreensboro, NC · 13 clientsAsset managerHybridMaplewood Investments, Inc.
    Schwab 66%U.S. Bancorp Investments 34%
    $1.8B
  2. 3882
    Healthquest Capital Management, L.P.Austin, TX · 11 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  3. 3883
    Aegis Capital Corp.New York, NY · 3,083 clientsBroker-dealer firmHybrid
    No custodian reported
    $1.8B
  4. 3884
    Great Point Partners, LLCGreenwich, CT · 17 clientsPrivate fund adviserHybridGPP Securities, LLC
    No custodian reported
    $1.8B
  5. 3885
    Auxano AdvisorsBellevue, WA · 724 clientsWealth manager
    Schwab 100%
    $1.8B
  6. 3886
    Oak Associates LTDAkron, OH · 42 clientsAsset manager
    UBS 34%PNC Bank National Association 27%BNY 26%
    $1.8B
  7. 3887
    Andalusian Private Capital, LPNew York, NY · 40 clientsAsset manager
    No custodian reported
    $1.8B
  8. 3888
    Vista Credit BDC Management, L.P.New York, NY · 1 clientsAsset managerAffiliated broker-dealerVista Equity Partners Capital Markets, LLC
    No custodian reported
    $1.8B
  9. 3889
    Regent PropertiesLos Angeles, CA · 16 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  10. 3890
    Mainline West Fund Manager LLCDenver, CO · 116 clientsPrivate fund adviserHybridMainline West Municipal Securities LLC
    Wilmington Trust 91%
    $1.8B
  11. 3891
    Linden Thomas Advisory Services, LLCCharlotte, NC · 1,366 clientsWealth managerWrap sponsorHybridLinden Thomas and Company Securities, LLC, clears through Wells Fargo Clearing Services
    Wells Fargo 100%
    $1.8B
  12. 3892
    Aligned Climate Capital LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  13. 3893
    Cahill Financial Advisors, Inc.Edina, MN · 1,115 clientsWealth manager
    Fidelity 51%Schwab 49%
    $1.8B
  14. 3894
    West RIM II UGP, LLCLehi, UT · 23 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  15. 3895
    Marco Investment Management LLCAtlanta, GA · 266 clientsWealth manager
    Schwab 100%
    $1.8B
  16. 3896
    Styrax Capital LPNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  17. 3897
    Greenwood Capital Associates, LLCGreenwood, SC · 731 clientsWealth managerBank-affiliatedAffiliated broker-dealerCountybanc Investments Services, Inc.
    Commercial Bank - Trust Dept 54%Schwab 46%
    $1.8B
  18. 3898
    Kaiser Partner Financial Advisors LTD.Zürich, Switzerland · 215 clientsAsset manager
    Kaiser Partner Privatbank AG 72%EFG Bank AG 28%
    $1.8B
  19. 3899
    Caliber Wealth Management, LLCOverland Park, KS · 1,668 clientsWealth manager
    Raymond James 76%Schwab 24%
    $1.8B
  20. 3900
    Slatestone Wealth LLCJupiter, FL · 563 clientsWealth manager
    Schwab 87%
    $1.8B
  21. 3901
    Curated Wealth Partners, LLCEl Segundo, CA · 74 clientsWealth manager
    Schwab 100%
    $1.8B
  22. 3902
    Schaper Benz & Wise Investment Counsel IncNeenah, WI · 403 clientsWealth manager
    Schwab 100%
    $1.8B
  23. 3903
    Opti Capital Management LPNew York, NY · 5 clientsPrivate fund adviser
    J.P. Morgan 88%
    $1.8B
  24. 3904
    OFS Capital Management, LLCChicago, IL · 6 clientsAsset managerHybridCCO Capital, LLC, CIM Group (australia) PTY LTD
    U.S. Bank 100%
    $1.8B
  25. 3905
    Alternative Investment Management, LLCNew York, NY · 24 clientsPrivate fund adviser
    Morgan Stanley 65%UBS 35%
    $1.8B
  26. 3906
    Ironwood Investment Counsel, LLCScottsdale, AZ · 554 clientsWealth manager
    Schwab 76%Fidelity 24%
    $1.8B
  27. 3907
    Resource Capital FundsDenver, CO · 15 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  28. 3908
    Talos Eurisko Asset Management LPNew York, NY · 4 clientsPrivate fund adviser
    Morgan Stanley 76%J.P. Morgan 24%
    $1.8B
  29. 3909
    Petra Capital Management, Inc.Seoul, Korea, South · 5 clientsAsset manager
    BNY 67%
    $1.8B
  30. 3910
    Quantum Advisors Private LimitedMumbai, India · 3 clientsAsset manager
    Citi 100%
    $1.8B
  31. 3911
    GFI Investment CounselToronto, Ontario, Canada · 1,059 clientsAsset managerAffiliated broker-dealerNational Bank Independent Network
    National Bank Independent Network 100%
    $1.8B
  32. 3912
    GEF Capital PartnersArlington, VA · 26 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  33. 3913
    Yukon Partners Management, L.L.C.Minneapolis, MN · 18 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  34. 3914
    Mycor Capital Management, LLCStamford, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  35. 3915
    Caius Capital LLPLondon, United Kingdom · 7 clientsPrivate fund adviser
    Goldman Sachs 100%
    $1.8B
  36. 3916
    NXG Investment ManagementDallas, TX · 6 clientsAsset managerHybrid
    Principal Financial Group 100%
    $1.8B
  37. 3917
    Caius Capital US LPNew York, NY · 7 clientsPrivate fund adviser
    Goldman Sachs 100%
    $1.7B
  38. 3918
    HBW Advisory Services LLCSimi Valley, CA · 13,864 clientsWealth managerHybrid
    Schwab 68%Axos 32%
    $1.7B
  39. 3919
    Intrua FinancialHouston, TX · 3,380 clientsWealth managerWrap sponsorHybridLarson Financial Securities, LLC
    LPL Financial 80%
    $1.7B
  40. 3920
    Solum PartnersBoston, MA · 5 clientsPrivate fund adviser
    No custodian reported
    $1.7B

RIAs by state