Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
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
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.

Filters1

3,733 firms manage $117.7 trillionhybrid

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. 800
    Johnson Investment Counsel, Inc.Cincinnati, OH · 5,470 clientsWealth managerHybrid
    Schwab 80%
    $23B
  2. 801
    Exchange Traded Concepts, LLCOklahoma City, OK · 130 clientsAsset managerHybrid
    No custodian reported
    $23B
  3. 803
    Cbre Investment ManagementNew York, NY · 31 clientsPrivate fund adviserHybridCbre Capital Advisors, Inc.
    No custodian reported
    $23B
  4. 805
    Thrivent Private InvestmentsMinneapolis, MN · 47 clientsPrivate fund adviserHybridThrivent Distributors, LLC, Thrivent Investment Management Inc.
    No custodian reported
    $23B
  5. 806
    Segall Bryant & HamillChicago, IL · 5,743 clientsAsset managerHybrid
    Brown Brothers & Harriman & 34%J.P. Morgan 24%
    $23B
  6. 810
    SeiaLos Angeles, CA · 9,833 clientsWealth managerHybridSignature Estate Securities, LLC
    Schwab 73%Fidelity 27%
    $23B
  7. 816
    EIG Management Company, LLCWashington, DC · 66 clientsPrivate fund adviserHybridEIG Global Energy Partners Capital Markets, LLC
    State Street 53%HSBC Trinkaus & Burkhardt AG 47%
    $22B
  8. 820
    Vident Asset ManagementAlpharetta, GA · 1,492 clientsAsset managerHybrid
    Fidelity 100%
    $22B
  9. 821
    Lincoln InvestmentFort Washington, PA · 138,369 clientsBroker-dealer firmHybrid
    Pershing 100%
    $22B
  10. 822
    Davis Selected Advisers - NY, Inc.New York, NY · 37 clientsAsset managerHybridDavis Distributors, LLC
    No custodian reported
    $22B
  11. 825
    Neos InvestmentsWestport, CT · 19 clientsAsset managerHybrid
    No custodian reported
    $22B
  12. 827
    Stockbridge Capital Group, LLCSan Francisco, CA · 22 clientsPrivate fund adviserHybrid
    No custodian reported
    $22B
  13. 834
    Oppenheimer Asset ManagementNew York, NY · 43,537 clientsWealth managerPublic-company ownedHybridOppenheimer & Co. Inc., Oppenheimer Europe LTD
    Oppenheimer & Co. 100%
    $21B
  14. 836
    MSD Partners, L.P.New York, NY · 77 clientsPrivate fund adviserHybridBDT & MSD Europe S.a R.L., BDT & MSD Partners Europe Gmbh
    No custodian reported
    $21B
  15. 837
    Goldman Sachs Asset Management (hong Kong) LimitedCentral, Hong Kong, China · 81 clientsAsset managerHybridFolio Investments, Inc., Goldman Sachs & Co. LLC
    BNP Paribas Trust Services Singapore Limited 37%Citi 35%State Street 28%
    $21B
  16. 838
    Core and Value Advisors, LLCSan Francisco, CA · 14 clientsPrivate fund adviserHybrid
    No custodian reported
    $21B
  17. 839
    Thompson Siegel & Walmsley LLCRichmond, VA · 302 clientsAsset managerHybrid
    BNY 62%
    $21B
  18. 840
    Cerity Partners Ocio LLCNew York, NY · 42 clientsAsset managerHybridCP Client Solutions LLC
    BNY 65%
    $21B
  19. 844
    Arrowmark Colorado Holdings, LLCDenver, CO · 138 clientsPrivate fund adviserHybrid
    Pershing 100%
    $21B
  20. 845
    Armour Capital Management LPVero Beach, FL · 1 clientsPrivate fund adviserHybridBuckler Securities LLC
    No custodian reported
    $21B
  21. 846
    Highland Associates IncBirmingham, AL · 65 clientsAsset managerHybridRF M&a Services LLC, Regions Securities LLC, clears through StoneX
    Principal 29%
    $21B
  22. 847
    Bahl & Gaynor LLCCincinnati, OH · 889 clientsAsset managerHybrid
    UBS 34%Schwab 33%
    $21B
  23. 851
    Thrivent Investment Management Inc.Minneapolis, MN · 125,754 clientsBroker-dealer firmHybridThrivent Distributors, LLC
    No custodian reported
    $21B
  24. 852
    Ellington Management Group, L.L.C.Old Greenwich, CT · 33 clientsPrivate fund adviserHybridArmstrong Securities LLC
    BNY 100%
    $21B
  25. 860
    Vontobel Asset Management, Inc.New York, NY · 34 clientsAsset managerHybridVontobel (hong Kong) Limited, Vontobel Asset Management S.A.
    State Street 42%J.P. Morgan 27%
    $20B
  26. 868
    Mutual of America Capital Management LLCNew York, NY · 2 clientsAsset managerHybridMutual of America Securities LLC
    BNY 100%
    $20B
  27. 872
    Blackstone Alternative Solutions L.L.C.New York, NY · 54 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    No custodian reported
    $20B
  28. 873
    Bxmt Advisors L.L.C.New York, NY · 2 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    No custodian reported
    $20B
  29. 874
    Summit Trail Advisors, LLCNew York, NY · 742 clientsWealth managerHybridSummit Trail Securities, LLC
    Pershing 55%Schwab 25%
    $20B
  30. 875
    New Edge WealthStamford, CT · 3,692 clientsWealth managerWrap sponsorHybridMID Atlantic Clearing & Settlement Corporation, Newedge Securities, LLC
    Fidelity 85%
    $20B
  31. 876
    Kare Manager Holdings, L.P.Boca Raton, FL · 29 clientsPrivate fund adviserHybridKA Associates, LLC
    No custodian reported
    $20B
  32. 880
    Townsend Holdings LLCCleveland, OH · 67 clientsAsset managerHybrid
    Northern Trust 35%BNY 25%J.P. Morgan 22%
    $20B
  33. 882
    Ares Capital Management II LLCLos Angeles, CA · 28 clientsAsset managerHybridAres Management Capital Markets LLC, Aspida Financial Distributors, LLC
    Caceis 100%
    $20B
  34. 883
    Park Avenue Securities LLCNew York, NY · 82,118 clientsBroker-dealer firmHybrid
    No custodian reported
    $20B
  35. 886
    Ellington Financial Management LLCOld Greenwich, CT · 1 clientsPrivate fund adviserHybridArmstrong Securities LLC
    No custodian reported
    $19B
  36. 891
    Choreo, LLCRockford, IL · 6,891 clientsWealth managerHybrid
    Schwab 86%
    $19B
  37. 895
    Allianz Investment Management LLCMinneapolis, MN · 74 clientsAsset managerHybridAllianz Life Financial Services, LLC
    No custodian reported
    $19B
  38. 900
    Benjamin F. Edwards & Company, IncorporatedSt. Louis, MO · 33,057 clientsBroker-dealer firmHybridBenjamin F. Edwards & Company, Incorporated
    Pershing 100%
    $19B
  39. 907
    Transamerica Retirement Advisors, LLCCedar Rapids, IA · 212,722 clientsWealth managerPublic-company ownedHybridTransamerica Capital, LLC, Transamerica Financial Advisors, LLC
    State Street 48%American Trust Custody 26%Pershing 26%
    $19B
  40. 908
    Boyd Watterson Asset Management, LLCCleveland, OH · 1,102 clientsPrivate fund adviserHybridBrean Capital, LLC, S2k Financial LLC
    PNC Bank 100%
    $19B

RIAs by state