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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

12,831 firms manage $34.5 trillionno broker-dealer ties

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. 1035
    Peak XV Partners Operations LLCTrianon, Mauritius · 30 clientsPrivate fund adviser
    No custodian reported
    $15B
  2. 1036
    C Worldwide Asset Management Fondsmaeglerselskab A/sCopenhagen, Denmark · 50 clientsPrivate fund adviser
    J.P. Morgan 55%BNY 25%
    $15B
  3. 1043
    CV Advisors LLCAventura, FL · 159 clientsWealth manager
    J.P. Morgan 63%Morgan Stanley 37%
    $15B
  4. 1044
    SIT Fixed Income Advisors II, LLCMinneapolis, MN · 115 clientsAsset manager
    Northern Trust 56%BNY 27%
    $15B
  5. 1045
    Gigafund22 clientsPrivate fund adviser
    No custodian reported
    $15B
  6. 1046
    Abry Partners II, LLCBoston, MA · 30 clientsPrivate fund adviser
    No custodian reported
    $15B
  7. 1047
    Wcas Management CorporationNew York, NY · 20 clientsPrivate fund adviser
    No custodian reported
    $15B
  8. 1048
    The London Company of VirginiaRichmond, VA · 6,122 clientsAsset manager
    UBS 72%Schwab 28%
    $15B
  9. 1052
    Yousif Capital Management, LLCBloomfield Hills, MI · 444 clientsAsset manager
    Comerica Bank 100%
    $15B
  10. 1054
    Troy Asset Management LTDLondon, United Kingdom · 26 clientsPrivate fund adviser
    Northern Trust 48%State Street 24%
    $15B
  11. 1055
    Antipodes Partners LimitedSydney, Australia · 53 clientsAsset manager
    No custodian reported
    $15B
  12. 1056
    Pharo Management, Inc.New York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $15B
  13. 1057
    Digital Bridge Advisors, LLCBoca Raton, FL · 48 clientsPrivate fund adviser
    No custodian reported
    $15B
  14. 1060
    Freestone Capital Management, LLCSeattle, WA · 2,994 clientsWealth manager
    Schwab 100%
    $15B
  15. 1061
    Paamco Prisma, LLCNewport Beach, CA · 47 clientsPrivate fund adviser
    BNY 100%
    $14B
  16. 1064
    DRA Advisors LLCNew York, NY · 24 clientsPrivate fund adviser
    No custodian reported
    $14B
  17. 1065
    Pine Ridge Advisers LLCNew York, NY · 44 clientsAsset manager
    Merrill / Bank of America 100%
    $14B
  18. 1069
    M&g Investments (USA) Inc.Chicago, ILAsset manager
    HSBC Bank PLC 97%
    $14B
  19. 1070
    Kelso & Company, L.P.New York, NY · 54 clientsPrivate fund adviser
    No custodian reported
    $14B
  20. 1072
    Sycamore PartnersNew York, NY · 33 clientsPrivate fund adviser
    No custodian reported
    $14B
  21. 1073
    TSG Consumer Partners LPLarkspur, CA · 18 clientsPrivate fund adviser
    No custodian reported
    $14B
  22. 1079
    Aptus Capital Advisors, LLCFairhope, AL · 12,707 clientsWealth manager
    Schwab 73%Fidelity 27%
    $14B
  23. 1080
    RTW Investments LPNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $14B
  24. 1081
    Great Mountain PartnersNew Haven, CT · 11 clientsPrivate fund adviser
    No custodian reported
    $14B
  25. 1086
    Prime Buchholz LLCPortsmouth, NH · 243 clientsAsset manager
    U.S. Bank 70%
    $14B
  26. 1087
    Circle Wealth Management, LLCSummit, NJ · 380 clientsWealth manager
    Schwab 79%
    $14B
  27. 1088
    Simplify Asset Management Inc.Las Vegas, NV · 44 clientsAsset manager
    No custodian reported
    $14B
  28. 1092
    The Vistria Group, LPChicago, IL · 23 clientsPrivate fund adviser
    No custodian reported
    $14B
  29. 1093
    Nautic Partners, LLCProvidence, RI · 18 clientsPrivate fund adviser
    No custodian reported
    $14B
  30. 1094
    Brandywine Managers, LLCHockessin, DE · 43 clientsPrivate fund adviser
    No custodian reported
    $14B
  31. 1095
    Linden Capital PartnersChicago, IL · 28 clientsPrivate fund adviser
    No custodian reported
    $14B
  32. 1096
    Oak Hill Capital Management, LLCNew York, NY · 35 clientsPrivate fund adviser
    No custodian reported
    $14B
  33. 1099
    Coolabah Capital Institutional Investments PTY LimitedSydney, Australia · 13,392 clientsAsset manager
    BNP Paribas 36%Citi 31%
    $14B
  34. 1100
    SRS Investment Management, LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $14B
  35. 1101
    ConcentricWalnut Creek, CA · 5,371 clientsWealth manager
    Schwab 51%PNC Bank 26%Fidelity 23%
    $14B
  36. 1103
    Libremax Capital, LLCNew York, NY · 57 clientsPrivate fund adviser
    J.P. Morgan 100%
    $14B
  37. 1106
    Columbia CapitalAlexandria, VA · 31 clientsPrivate fund adviser
    No custodian reported
    $14B
  38. 1107
    Gresham Partners, LLCChicago, IL · 251 clientsPrivate fund adviser
    Fidelity 100%
    $14B
  39. 1110
    Sapient Capital LLCIndianapolis, IN · 1,017 clientsWealth manager
    Pershing 100%
    $14B
  40. 1111
    Truston Asset ManagementSeoul, Korea, South · 185 clientsAsset manager
    Woori Bank 89%
    $14B

RIAs by state