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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

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. 2839
    Ccaventus Asset Management LPNew York, NY · 31 clientsPrivate fund adviserHybridArena Financial Services, LLC
    J.P. Morgan 100%
    $3.0B
  2. 2845
    NFJ Investment Group, LLCDallas, TX · 468 clientsAsset managerHybridVP Distributors LLC
    UBS 100%
    $3.0B
  3. 2848
    Impact Partnership Wealth, LLCMarietta, GA · 8,017 clientsWealth managerWrap sponsorHybridAE Financial Services, LLC, clears through National Financial Services (Fidelity)
    Schwab 56%Fidelity 44%
    $3.0B
  4. 2857
    Hudson Edge Investment Partners, Inc.Jersey City, NJ · 70 clientsPrivate fund adviserHybrid
    BNY 43%PNC Bank 34%Northern Trust 23%
    $2.9B
  5. 2861
    A.g.p / Alliance Global PartnersWestport, CT · 7,490 clientsBroker-dealer firmHybrid
    Fidelity 90%
    $2.9B
  6. 2862
    Creative Financial Designs, Inc.Kokomo, IN · 10,566 clientsWealth managerHybridCFD Investments, Inc.
    Fidelity 65%Schwab 35%
    $2.9B
  7. 2873
    Cambiar Investors, LLCDenver, CO · 5,622 clientsWealth managerHybrid
    Morgan Stanley 79%
    $2.9B
  8. 2875
    Transcend Capital Advisors, LLCMadison, NJ · 1,094 clientsWealth managerWrap sponsorHybrid
    Schwab 75%Fidelity 25%
    $2.9B
  9. 2876
    FNY Investment Advisers, LLCNew York, NY · 1 clientsPrivate fund adviserHybrid
    No custodian reported
    $2.9B
  10. 2879
    Canyon Partners Real Estate LLCDallas, TX · 23 clientsPrivate fund adviserHybridCP Investments LLC
    No custodian reported
    $2.9B
  11. 2887
    Fort Point Capital Partners LLCSan Francisco, CA · 441 clientsWealth managerHybrid
    Schwab 60%Fidelity 40%
    $2.9B
  12. 2901
    Regal Investment Advisors LLCKentwood, MI · 8,302 clientsWealth managerHybridRegulus Financial Group, LLC, clears through Pershing
    Fidelity Distributors Company 71%Schwab 29%
    $2.9B
  13. 2911
    Meeder Advisory Services, Inc.Dublin, OH · 3,636 clientsWealth managerWrap sponsorHybridMeeder Distribution Services, Inc.
    Pershing 45%Schwab 43%
    $2.9B
  14. 2912
    Timothy Partners, LTD.Maitland, FL · 1 clientsBroker-dealer firmHybrid
    No custodian reported
    $2.9B
  15. 2915
    Kellogg Asset Management, LLCGreen Bay, WI · 1 clientsAsset managerHybridAssociated Investment Services, Inc.
    Associated Trust Company 68%
    $2.9B
  16. 2919
    Cooper McManusIrvine, CA · 3,482 clientsWealth managerHybrid
    Schwab 83%
    $2.9B
  17. 2923
    Key Financial, Inc.West Chester, PA · 1,418 clientsWealth managerHybrid
    Pershing 100%
    $2.8B
  18. 2933
    Fragasso Financial AdvisorsSewickley, PA · 2,205 clientsWealth managerHybrid
    Schwab 100%
    $2.8B
  19. 2934
    Easterly Investment Partners LLCBeverly, MA · 211 clientsAsset managerHybridEasterly Securities LLC
    Northern Trust 100%
    $2.8B
  20. 2949
    L 1 Global Wealth LLCCoconut Grove, FL · 17 clientsWealth managerHybrid
    No custodian reported
    $2.8B
  21. 2950
    MVP Manager LLCNew York, NY · 82 clientsPrivate fund adviserHybridVntr Securities LLC
    No custodian reported
    $2.8B
  22. 2961
    Rothschild InvestmentChicago, IL · 1,246 clientsBroker-dealer firmHybrid
    Pershing 88%
    $2.8B
  23. 2962
    Titleist Asset Management, LLCSan Antonio, TX · 2,151 clientsWealth managerHybridTitleist Capital, LLC
    Schwab 39%Raymond James 31%Fidelity 30%
    $2.8B
  24. 2963
    Diversified, LLCWilmington, DE · 2,002 clientsWealth managerHybrid
    SEI 82%
    $2.8B
  25. 2965
    Berkshire Asset Management, LLCWilkes-Barre, PA · 2,479 clientsWealth managerHybridIM Global US Distributors LLC
    Schwab 57%Wells Fargo 43%
    $2.8B
  26. 2967
    Blackstone Real Estate Advisors Europe L.P.New York, NY · 7 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    No custodian reported
    $2.8B
  27. 2970
    LRI InvestmentsPalm Beach Gardens, FL · 582 clientsWealth managerHybrid
    Pershing 0%
    $2.8B
  28. 2972
    ESI Financial AdvisorsMontpelier, VT · 12,379 clientsBroker-dealer firmHybrid
    Fidelity 90%
    $2.8B
  29. 2979
    ArdianNew York, NY · 10 clientsPrivate fund adviserHybrid
    No custodian reported
    $2.8B
  30. 2987
    Raine Capital LLCNew York, NY · 40 clientsPrivate fund adviserHybridRaine Advisors India Private Limited, Raine Advisors Limited
    No custodian reported
    $2.8B
  31. 2993
    Arete Wealth Advisors, LLCChicago, IL · 5,426 clientsBroker-dealer firmHybridArete Wealth Management, LLC, clears through Pershing
    No custodian reported
    $2.7B
  32. 2994
    Guardian Wealth Advisors, LLCRaleigh, NC · 2,262 clientsWealth managerHybrid
    Schwab 100%
    $2.7B
  33. 2995
    Dearborn Partners L.L.C.Chicago, IL · 285 clientsAsset managerHybrid
    Schwab 68%J.P. Morgan 32%
    $2.7B
  34. 2998
    Bison Wealth, LLCAtlanta, GA · 9,003 clientsWealth managerHybrid
    Fidelity 65%Schwab 35%
    $2.7B
  35. 3004
    1789 Capital ManagementPalm Beach, FL · 26 clientsPrivate fund adviserHybridFarvahar Capital LLC
    No custodian reported
    $2.7B
  36. 3005
    KBS Realty Advisors, LLCNewport Beach, CA · 3 clientsPrivate fund adviserHybridKBS Capital Markets Group LLC
    No custodian reported
    $2.7B
  37. 3011
    PNC Steel City Advisors, LLCPittsburgh, PA · 4 clientsPrivate fund adviserHybridPNC Capital Markets LLC, PNC Wealth Management
    No custodian reported
    $2.7B
  38. 3012
    Innocap Investment Advisers, LLC.New York, NY · 13 clientsAsset managerHybridHedgemark Securities LLC
    No custodian reported
    $2.7B
  39. 3015
    1988 Asset Management, LLCNew York, NY · 8 clientsPrivate fund adviserHybridMuzinich & Co. (ireland) Limited, Muzinich & Co. (singapore) PTE. Limited
    No custodian reported
    $2.7B
  40. 3016
    Walker & Dunlop Investment Partners, Inc.Denver, CO · 32 clientsPrivate fund adviserHybridZelman Partners, LLC
    J.P. Morgan 51%
    $2.7B

RIAs by state