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Est. 2026The front page of wealth managementNew York

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RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities
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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.

Filters1

2,436 firms manage $136.7 trillionaffiliated broker-dealer

Open in the Atlas screener

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  1. 1516
    Eldridge Credit Advisers, LLCNew York, NY · 36 clientsPrivate fund adviserAffiliated broker-dealerJohnstone Brokerage Services LLC, Security Distributors, LLC
    UMB Bank 55%State Street 23%
    $8.5B
  2. 1518
    BNY Mellon Securities CorporationNew York, NY · 3,734 clientsBroker-dealer firmHybridBNY Mellon Asset Management Canada LTD., BNY Mellon Capital Markets, LLC, clears through Pershing
    Pershing 75%Morgan Stanley 25%
    $8.4B
  3. 1519
    Synovus Securities, Inc.Columbus, GA · 12,411 clientsBroker-dealer firmHybridPnfp Capital Markets, Inc., clears through Hilltop Securities
    Fidelity 100%
    $8.4B
  4. 1520
    Douglas C. Lane & AssociatesNew York, NY · 1,144 clientsWealth managerAffiliated broker-dealer
    Schwab 52%Fidelity Distributors Company 48%
    $8.4B
  5. 1522
    Vista Credit Partners, L.P.New York, NY · 27 clientsPrivate fund adviserHybridVista Equity Partners Capital Markets, LLC
    No custodian reported
    $8.4B
  6. 1532
    Wealthcare Advisory Partners LLCWest Chester, PA · 10,948 clientsWealth managerHybridSammons Financial Network, LLC
    LPL Financial 56%Schwab 44%
    $8.3B
  7. 1533
    Bolton Global Asset ManagementBolton, MA · 7,365 clientsBroker-dealer firmHybrid
    Pershing 100%
    $8.3B
  8. 1536
    Advantage Capital ManagementNew York, NY · 13 clientsAsset managerAffiliated broker-dealerKopentech Capital Markets LLC
    State Street 100%
    $8.3B
  9. 1538
    J. W. Cole Advisors, Inc.Tampa, FL · 31,247 clientsBroker-dealer firmHybridJ.W. Cole Financial, Inc.
    Fidelity 100%
    $8.2B
  10. 1542
    Wincoram Asset Management LLCHouston, TX · 15 clientsPrivate fund adviserAffiliated broker-dealerOne Vanderbilt Securities LLC
    No custodian reported
    $8.2B
  11. 1544
    Samsung Asset Management (new York), Inc.New York, NY · 4 clientsAsset managerAffiliated broker-dealerSamsung Securities (america), Inc., Samsung Securities Co., LTD
    J.P. Morgan 100%
    $8.2B
  12. 1547
    Rhone Group L.L.C.New York, NY · 12 clientsPrivate fund adviserHybridRhone Group Advisors LLC
    No custodian reported
    $8.2B
  13. 1552
    Harvest Fund Advisors LLCWayne, PA · 198 clientsAsset managerHybridBlackstone Securities Partners L.P., Everlake Distributors, LLC
    J.P. Morgan 54%
    $8.1B
  14. 1559
    Weitz Investment Management, Inc.Omaha, NE · 18 clientsAsset managerHybridWeitz Securities, Inc.
    Schwab 100%
    $8.1B
  15. 1563
    Crestwood AdvisorsBoston, MA · 1,128 clientsWealth managerAffiliated broker-dealer
    Fidelity 83%
    $8.0B
  16. 1565
    Blackstone Isg-Ii Advisors L.L.C.New York, NY · 8 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD.
    No custodian reported
    $8.0B
  17. 1567
    Patria Private Equity (europe) LimitedEdinburgh, United Kingdom · 46 clientsPrivate fund adviserAffiliated broker-dealer
    Societe Generale - Luxembourg 100%
    $8.0B
  18. 1569
    Cion Ares Management, LLCNew York, NY · 1 clientsAsset managerAffiliated broker-dealerAres Management Capital Markets LLC, Aspida Financial Distributors, LLC
    No custodian reported
    $8.0B
  19. 1572
    Guggenheim InvestmentsNew York, NY · 107 clientsAsset managerHybridGuggenheim Funds Distributors, LLC, Guggenheim Investor Services, LLC, clears through Pershing
    No custodian reported
    $8.0B
  20. 1580
    Timessquare Capital Management, LLCNew York, NY · 51 clientsAsset managerHybridAMG Distributors, Inc.
    No custodian reported
    $7.9B
  21. 1582
    PCM Management Advisor, LLCChagrin Falls, OH · 24 clientsPrivate fund adviserHybridAngelo, Gordon Hong Kong Limited, TPG Angelo, Gordon International LLC
    No custodian reported
    $7.9B
  22. 1583
    Huntington Financial AdvisorsColumbus, OH · 42,398 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $7.9B
  23. 1584
    RBC Private Counsel (USA) Inc.Toronto, On, Canada · 5,967 clientsWealth managerBank-affiliatedHybridPhillips, Hager & North Investment Funds LTD., RBC Capital Markets, LLC
    RBC 91%
    $7.9B
  24. 1587
    Mirae Asset Global Investments (hong Kong) LimitedHong Kong, Hong Kong · 88 clientsPrivate fund adviserAffiliated broker-dealerMirae Asset Securities (HK) Limited, Mirae Asset Securities Co., LTD.
    No custodian reported
    $7.9B
  25. 1591
    Ingalls Investment Management, LLCNew York, NY · 4,453 clientsWealth managerHybridIngalls & Snyder, LLC
    Ingalls & Snyder 69%Schwab 24%
    $7.8B
  26. 1595
    Guggenheim Funds Distributors, LLCChicago, IL · 1 clientsBroker-dealer firmHybridGuggenheim Investor Services, LLC, Guggenheim Partners Japan, LTD., clears through Pershing
    No custodian reported
    $7.8B
  27. 1596
    Fifth Third Wealth Advisors LLCCincinnati, OH · 1,498 clientsAsset managerAffiliated broker-dealerComerica Securities,inc., Fifth Third Securities, Inc.
    Fidelity 53%Fifth Third Bank 47%
    $7.8B
  28. 1597
    Amova Asset Management Americas, Inc.New York, NY · 8 clientsPrivate fund adviserHybridAmova Securities Co., LTD.
    Northern Trust 100%
    $7.8B
  29. 1600
    Elmtree Funds, LLCSt. Louis, MO · 16 clientsPrivate fund adviserHybridHPS Securities, LLC
    No custodian reported
    $7.8B
  30. 1605
    OnesevenBeachwood, OH · 16,335 clientsWealth managerHybridMGO Securities Corp.
    Raymond James 47%Schwab 39%
    $7.7B
  31. 1606
    Disruptive Technology Advisers LLCDallas, TX · 28 clientsPrivate fund adviserHybridDisruptive Securities, LLC
    No custodian reported
    $7.7B
  32. 1607
    Corsair Capital LLCNew York, NY · 64 clientsPrivate fund adviserHybridCorsair Advisors LLC
    No custodian reported
    $7.7B
  33. 1608
    Fiduciary Trust International, LLCLincoln, MA · 76 clientsWealth managerPublic-company ownedHybridClarion Partners, LLC, Franklin Distributors, LLC
    Fidelity 100%
    $7.7B
  34. 1609
    Hbks Wealth AdvisorsErie, PA · 7,824 clientsWealth managerHybridHBK Sorce Brokerage LLC
    Schwab 87%
    $7.7B
  35. 1611
    Aldrich Wealth LPLake Oswego, OR · 782 clientsWealth managerHybridPacific Coast Capital, LLC
    Schwab 79%
    $7.6B
  36. 1612
    McMorgan & Company LLCSan Francisco, CA · 223 clientsAsset managerHybridMcMorgan & Company Capital Advisors LLC
    U.S. Bank 46%Fidelity 27%Amalgamated Bank 27%
    $7.6B
  37. 1618
    Avantax Planning Partners, Inc.Dubuque, IA · 8,370 clientsWealth managerHybridCetera Advisors LLC, Cetera Financial Specialists LLC, clears through Pershing
    Schwab 72%Fidelity Personal Trust 28%
    $7.6B
  38. 1623
    Highbridge Capital Management, LLCNew York, NY · 16 clientsPrivate fund adviserHybridJ.P. Morgan Institutional Investments Inc., J.P. Morgan Securities LLC
    No custodian reported
    $7.6B
  39. 1630
    Lombard Odier Asset Management (USA) CorpNew York, NY · 27 clientsPrivate fund adviserAffiliated broker-dealer
    Ss&c Technologies 40%State Street 33%
    $7.5B
  40. 1633
    Homestead Advisers Corp.Arlington, VA · 8 clientsAsset managerHybridHomestead Financial Services Corp.
    State Street 100%
    $7.5B

RIAs by state