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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas 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.

Filters1

49 firms manage $56 billionPR

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. 1335
    Catalyst Capital Advisors LLCSAN Juan, PR · 19 clientsAsset managerHybridALT Fund Distributors LLC
    No custodian reported
    $10B
  2. 2273
    Applied Finance Capital Management, LLCSAN Juan, PR · 19 clientsAsset manager
    No custodian reported
    $4.4B
  3. 2520
    Popular Asset ManagementSAN Juan, PR · 5 clientsAsset managerAffiliated broker-dealerPopular Securities, LLC
    J.P. Morgan 64%Northern Trust 26%
    $3.7B
  4. 3086
    Popular Securities, LLCHato REY, PR · 2,403 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $2.6B
  5. 3123
    Rational Advisors, Inc.SAN Juan, PR · 13 clientsAsset managerHybridALT Fund Distributors LLC
    No custodian reported
    $2.6B
  6. 3231
    Long Focus Capital Management LLCSAN Juan, PR · 3 clientsPrivate fund adviser
    J.P. Morgan 100%
    $2.4B
  7. 3279
    Swan Global ManagementHumacao, PR · 1,231 clientsAsset manager
    Schwab 69%Pershing 31%
    $2.4B
  8. 3304
    Mission Prime LLCGuaynabo, PR · 3 clientsAsset manager
    J.P. Morgan 100%
    $2.3B
  9. 3399
    Troluce Capital Advisors LLCDorado, PR · 7 clientsPrivate fund adviser
    Jefferies 100%
    $2.2B
  10. 3457
    Euro Pacific Asset Management, LLCDorado, PR · 3,661 clientsAsset managerHybrid
    UMB Financial Services 65%Fidelity 23%
    $2.2B
  11. 3566
    Pleasant Lake Partners LLCRincon, PR · 11 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  12. 3968
    Linse Capital LLCSAN Juan, PR · 18 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  13. 4489
    UBS Asset Managers of Puerto RicoSAN Juan, PR · 19 clientsAsset managerAffiliated broker-dealerUBS AG, UBS Asset Management (US) Inc.
    No custodian reported
    $1.4B
  14. 4964
    Parliament Capital Management, LLCSAN Juan, PR · 23 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  15. 5196
    Talon LLCSAN Juan, PR · 1,921 clientsWealth manager
    Fidelity Distributors Company 67%Schwab 29%
    $1.1B
  16. 5217
    Connelly Capital Management LLCGuaynabo, PR · 3 clientsPrivate fund adviserAffiliated broker-dealer
    No custodian reported
    $1.1B
  17. 5390
    Sava Capital LLCDorado, PR · 1 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  18. 5784
    Freedom AdvisoryGuaynabo, PR · 528 clientsWealth manager
    Schwab 88%
    $881M
  19. 6135
    X-Square CapitalGuaynabo, PR · 326 clientsAsset manager
    Schwab 49%Jefferies 30%
    $791M
  20. 6542
    Atlas Asset Management LLCGuaynabo, PR · 19 clientsAsset manager
    Schwab 100%
    $701M
  21. 6942
    Lynx1 Capital Management LPDorado, PR · 5 clientsPrivate fund adviser
    No custodian reported
    $627M
  22. 7103
    Aton Financial LLCSAN Juan, PR · 274 clientsWealth manager
    Schwab 88%
    $601M
  23. 7125
    The Phoenix Fund Advisor LLCGuaynabo, PR · 2 clientsPrivate fund adviserHybridPariter Securities, LLC, clears through Axos Clearing
    No custodian reported
    $596M
  24. 7557
    Celeres Capital Advisors, LLCSAN Juan, PR · 2 clientsAsset manager
    No custodian reported
    $535M
  25. 7574
    Consultiva Wealth Management, Corp.SAN Juan, PR · 137 clientsBroker-dealer firmHybridSavile Capital Markets LLC, clears through RBC Capital Markets, StoneX
    Banco Popular De Puerto Rico 71%Huntleigh Securities 29%
    $533M
  26. 7602
    TC Latin America Partners LLCSAN Juan, PR · 9 clientsPrivate fund adviser
    No custodian reported
    $530M
  27. 8071
    Praetorian PR LLCRincon, PR · 2 clientsPrivate fund adviser
    No custodian reported
    $471M
  28. 8443
    Alphacentric Advisors LLCSAN Juan, PR · 6 clientsAsset managerHybridALT Fund Distributors LLC
    No custodian reported
    $433M
  29. 8528
    Gamma Asset Management LLCSAN Juan, PR · 103 clientsAsset managerHybridGamma Securities, LLC
    AV Securities 29%Pershing 28%Interactive Brokers 23%
    $425M
  30. 8571
    Oriental Financial Services LLCSAN Juan, PR · 468 clientsBroker-dealer firmHybrid
    Pershing 82%
    $420M
  31. 9521
    Thomas Wright Asset Management, Inc.SAN Juan, PR · 30 clientsWealth manager
    Fidelity 100%
    $341M
  32. 9786
    Universal Financial Services Inc.Guaynabo, PR · 1 clientsBroker-dealer firmHybrid
    No custodian reported
    $325M
  33. 9805
    Oriental TrustSAN Juan, PR · 2 clientsAsset managerHybridOriental Financial Services LLC
    No custodian reported
    $323M
  34. 10643
    Chapel Bridge Wealth AdvisorsSAN Juan, PR · 25 clientsWealth manager
    Schwab 100%
    $274M
  35. 10719
    VRM Penzini Capital L.L.C.SAN Juan, PR · 12 clientsPrivate fund adviser
    No custodian reported
    $269M
  36. 10862
    Arco Global Management, LLCGuaynabo, PR · 1 clientsPrivate fund adviser
    No custodian reported
    $260M
  37. 10960
    Fairview Asset Management LLCSAN Juan, PR · 10 clientsPrivate fund adviser
    No custodian reported
    $256M
  38. 11388
    Sygnus Capital PR LLCGuaynabo, PR · 15 clientsPrivate fund adviser
    No custodian reported
    $236M
  39. 11510
    Bluhaus Capital Management LLCGuaynabo, PR · 14 clientsPrivate fund adviser
    No custodian reported
    $231M
  40. 11723
    Adrian DAY Asset ManagementDorado, PR · 147 clientsWealth manager
    RBC 100%
    $222M

RIAs by state