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Est. 2026The front page of wealth managementNew York

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4K 55ip Expands Unified Managed Accounts with BlackRockRB 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 Expansion
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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. 12486
    Lord Abbett FIF Advisor LLCJersey City, NJ · 2 clientsAsset managerHybridLord Abbett Distributor LLC
    No custodian reported
    $190M
  2. 12499
    Altruist Advisors LLCCulver City, CA · 244 clientsWealth managerHybridAltruist Financial LLC
    Altruist 100%
    $190M
  3. 12516
    Bluerock Credit Fund Advisor, LLCNew York, NY · 1 clientsAsset managerHybridBluerock Capital Markets LLC
    No custodian reported
    $189M
  4. 12528
    Union Square Capital Partners, LLCKennett Square, PA · 1 clientsAsset managerAffiliated broker-dealerChatham Financial Securities LLC
    No custodian reported
    $189M
  5. 12537
    Amicorp Wealth ServicesMiami, FL · 13 clientsAsset managerAffiliated broker-dealerAmergeris Global Markets (UK) LTD, Amicorp Asset Management Singapore PTE. LTD
    NPB 87%
    $189M
  6. 12557
    PactolusVienna, VA · 307 clientsBroker-dealer firmHybridPactolus Securities, LLC
    Fidelity 100%
    $188M
  7. 12564
    SFG Wealth Advisors, LLCTampa, FL · 251 clientsWealth managerHybridThe Strategic Financial Alliance, Inc.
    Fidelity Distributors Company 53%Schwab 47%
    $188M
  8. 12568
    Quantitative Asset Management, LLCMinnetonka, MN · 155 clientsBroker-dealer firmAffiliated broker-dealer
    Schwab 100%
    $187M
  9. 12571
    Gagnon AdvisorsNew York, NY · 3 clientsPrivate fund adviserHybridGagnon Securities, LLC
    No custodian reported
    $187M
  10. 12603
    Amber Infrastructure Investment Advisor LLCNew York, NY · 1 clientsPrivate fund adviserAffiliated broker-dealerBrean Capital, LLC, S2k Financial LLC
    No custodian reported
    $186M
  11. 12605
    First Analysis Capital Management LLCChicago, IL · 8 clientsPrivate fund adviserHybridFirst Analysis Securities Corporation
    No custodian reported
    $186M
  12. 12663
    Cooper Financial Services, Inc.Shelton, CT · 1,335 clientsWealth managerHybridCFS Securities, Inc.
    Fidelity 100%
    $184M
  13. 12679
    Eagle Point Defensive Income Management LLCGreenwich, CT · 1 clientsAsset managerHybridEagle Point Securities LLC, SPC Capital Markets LLC
    No custodian reported
    $184M
  14. 12711
    Righthand Capital, LLCWest Newton, MA · 118 clientsWealth managerAffiliated broker-dealerPurshe Kaplan Sterling Investments, Inc., clears through National Financial Services (Fidelity)
    Schwab 100%
    $182M
  15. 12729
    Bradesco Global AdvisorsCoral Gables, FL · 1,196 clientsPrivate fund adviserHybridBradesco Investments Inc., clears through Pershing, Apex Clearing
    Interactive Brokers 100%
    $182M
  16. 12742
    Murphy Clarke Williams & Stone LLCMiami Beach, FL · 1 clientsAsset managerAffiliated broker-dealerIwpf Securities LLC, Murphy Clarke Financial LTD.
    No custodian reported
    $181M
  17. 12743
    Crews & Associates, Inc.Little Rock, AR · 336 clientsBroker-dealer firmHybridCrews & Associates, Inc.
    Pershing 100%
    $181M
  18. 12747
    Carry Advisors LLCBrooklyn, NY · 3,375 clientsWealth managerHybridGlobal Carry LLC
    Drivewealth 100%
    $181M
  19. 12751
    Richard Bernstein Advisors LLCNew York, NY · 2 clientsPrivate fund adviserHybrid
    No custodian reported
    $181M
  20. 12755
    Richard Brothers, Financial AdvisorsSouth Portland, ME · 173 clientsWealth managerHybridAllegiance Capital, L.L.C.
    Pershing 100%
    $181M
  21. 12789
    Allaria Asset Management, LLCMiami, FL · 15 clientsAsset managerHybridAllaria S.A., Allaria Securities, LLC, clears through Pershing
    Interactive Brokers 36%J.P. Morgan 29%Pershing 23%
    $180M
  22. 12834
    Oppenheimer Alternative Investment Management, LLCNew York, NY · 7 clientsPrivate fund adviserHybridOppenheimer & Co. Inc., Oppenheimer Europe LTD
    No custodian reported
    $178M
  23. 12874
    Corbett Road Capital Management, LLCMcLean, VA · 3 clientsAsset managerHybridSpire Securities, LLC, clears through National Financial Services (Fidelity), Pershing
    Schwab 50%Fidelity 50%
    $176M
  24. 12911
    Cicc Alpha Investment Management (USA), LLCNew York, NY · 1 clientsPrivate fund adviserAffiliated broker-dealerCicc US Securities, Inc.
    No custodian reported
    $175M
  25. 12933
    Odlum Brown USA Investment Management LimitedVancouver, British Columbia, Canada · 255 clientsWealth managerAffiliated broker-dealerOdlum Brown Limited
    No custodian reported
    $175M
  26. 12958
    Infinity Financial Services AdvisoryOakland, CA · 657 clientsWealth managerHybridInfinity Securities, Inc.
    Schwab 67%RBC 33%
    $174M
  27. 12977
    Tilden Loucks & Woodnorth LLCElmhurst, IL · 47 clientsBroker-dealer firmHybridLasalle St Securities, L.L.C.
    Fidelity 100%
    $173M
  28. 12979
    Asco Financial Group, Inc.Kingston, PA · 61 clientsAsset managerHybrid
    Schwab 41%
    $173M
  29. 13079
    Hoplon Asset Management, L.P.Greenwich, CT · 3 clientsPrivate fund adviserHybridVistina Advisory LLC, Vistina Structured Credit Advisory LLC
    No custodian reported
    $170M
  30. 13138
    Dragon Capital Management (HK) LimitedCentral, Hong Kong · 2 clientsPrivate fund adviserAffiliated broker-dealerHO CHI Minh City Securities Corporation
    No custodian reported
    $168M
  31. 13142
    Frontline Healthcare PartnersCharleston, SC · 3 clientsPrivate fund adviserHybridAllen, Mooney & Barnes Brokerage Services, LLC
    No custodian reported
    $168M
  32. 13186
    Bishop Street Capital ManagementHonolulu, HI · 1 clientsAsset managerHybrid
    No custodian reported
    $166M
  33. 13207
    Feltl AdvisorsPlymouth, MN · 397 clientsWealth managerHybridFeltl & Company
    No custodian reported
    $166M
  34. 13218
    Red Swan Private ClientHouston, TX · 7 clientsAsset managerHybridRedswan Markets, LLC
    No custodian reported
    $165M
  35. 13219
    Peak Capital Management, LLCGreenwood Village, CO · 110 clientsWealth managerAffiliated broker-dealerPCF Capital Markets LLC
    Schwab 100%
    $165M
  36. 13243
    Bice Wealth Management LLCMiami, FL · 65 clientsWealth managerBank-affiliatedAffiliated broker-dealerBice Agente De Valores Limitada, Bice Inversiones Corredores De Bolsa S.A.
    Pershing 34%
    $164M
  37. 13252
    TLS Advisors LLCMiami, FL · 2 clientsPrivate fund adviserHybridTradelink Securities, LLC
    No custodian reported
    $164M
  38. 13270
    Global Brokerage Services, Inc.Hunt Valley, MD · 370 clientsBroker-dealer firmHybridGlobal Brokerage Services, Inc.
    Hilltop Securities 100%
    $163M
  39. 13278
    Four Financial ManagementAnn Arbor, MI · 353 clientsWealth managerWrap sponsorHybridAlan Brilliant, David Fransko
    LPL Financial 100%
    $163M
  40. 13302
    Confidential Management Advisors, Inc.Troy, MI · 69 clientsWealth managerHybridConfidential Management Financial Services, Inc.
    Schwab 87%
    $162M

RIAs by state