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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. 1113
    Abrams Capital Management, L.P.Boston, MA · 8 clientsPrivate fund adviser
    No custodian reported
    $14B
  2. 1114
    Aristeia Capital, LLCGreenwich, CT · 3 clientsPrivate fund adviser
    J.P. Morgan 38%Goldman Sachs 34%
    $14B
  3. 1118
    Comgest Asset Management International LimitedDublin 2, Ireland · 19 clientsPrivate fund adviser
    BNP Paribas 38%RBC 32%BNY 31%
    $14B
  4. 1120
    JMI Management, L.P.Baltimore, MD · 20 clientsPrivate fund adviser
    No custodian reported
    $14B
  5. 1121
    Avoro Capital Advisors LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $14B
  6. 1122
    Arclight Capital Partners, LLCBoston, MA · 22 clientsPrivate fund adviser
    No custodian reported
    $14B
  7. 1123
    The Riverside CompanyNew York, NY · 125 clientsPrivate fund adviser
    J.P. Morgan 100%
    $14B
  8. 1124
    Alpha ArchitectNewtown Square, PA · 135 clientsAsset manager
    Interactive Brokers 100%
    $14B
  9. 1125
    Trexquant Investment LPStamford, CT · 9 clientsAsset manager
    Morgan Stanley 100%
    $13B
  10. 1126
    Partners Enterprise Capital LLCChicago, IL · 2 clientsPrivate fund adviser
    No custodian reported
    $13B
  11. 1128
    The Mather Group, LLCChicago, IL · 4,773 clientsWealth manager
    Fidelity 56%Schwab 44%
    $13B
  12. 1129
    STG Partners, LLCMenlo Park, CA · 25 clientsPrivate fund adviser
    No custodian reported
    $13B
  13. 1130
    Haidar Capital Management LLCPearl River, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $13B
  14. 1132
    Capital Fund Management S.A.Paris, France · 15 clientsPrivate fund adviser
    No custodian reported
    $13B
  15. 1133
    Eight Partners VC, LLCAustin, TX · 65 clientsPrivate fund adviser
    No custodian reported
    $13B
  16. 1134
    Parthenon Capital PartnersSan Francisco, CA · 14 clientsPrivate fund adviser
    No custodian reported
    $13B
  17. 1135
    Gaoteng Global Asset Management LimitedHong Kong, Hong Kong, Hong Kong · 22 clientsPrivate fund adviser
    China Merchants Bank Co., LTD. 100%
    $13B
  18. 1138
    Asia Alternatives Management LLCSan Francisco, CA · 158 clientsPrivate fund adviser
    No custodian reported
    $13B
  19. 1141
    Novacap Management Inc.Brossard, Quebec, Canada · 68 clientsPrivate fund adviser
    No custodian reported
    $13B
  20. 1142
    G10 Capital LimitedLondon, United Kingdom · 40 clientsPrivate fund adviser
    No custodian reported
    $13B
  21. 1144
    RockpointBoston, MA · 39 clientsPrivate fund adviser
    No custodian reported
    $13B
  22. 1146
    Post Advisory Group, LLCLos Angeles, CA · 40 clientsAsset manager
    Brown Brothers Harriman Investments 31%Northern Trust 25%J.P. Morgan 23%
    $13B
  23. 1147
    James Hambro & Partners LLPLondon, United Kingdom · 6,993 clientsWealth manager
    Caceis Bank 51%Allfunds Bank S.a.u 49%
    $13B
  24. 1148
    Devenir Investment Advisors, LLCBloomington, MN · 44 clientsAsset manager
    No custodian reported
    $13B
  25. 1149
    Whale Rock Capital ManagementBoston, MA · 19 clientsPrivate fund adviser
    No custodian reported
    $13B
  26. 1152
    Sarofim Trust CoHouston, TX · 96 clientsWealth manager
    SEI 46%J.P. Morgan 44%
    $13B
  27. 1153
    Alphacore Capital LLCLa Jolla, CA · 4,065 clientsWealth manager
    Schwab 71%Fidelity 29%
    $13B
  28. 1154
    Valeo Financial Advisors, LLCCarmel, IN · 3,042 clientsWealth manager
    Fidelity 100%
    $13B
  29. 1157
    Montrusco Bolton Investments Inc.Montreal, Quebec, Canada · 343 clientsAsset manager
    National Bank Trust 85%
    $13B
  30. 1159
    Global Endowment Management, LPCharlotte, NC · 46 clientsPrivate fund adviser
    BNY 100%
    $13B
  31. 1160
    Nephila Advisors LLCNashville, TN · 39 clientsPrivate fund adviser
    No custodian reported
    $13B
  32. 1161
    Nephila Capital LTD.Hamilton, Bermuda · 39 clientsPrivate fund adviser
    No custodian reported
    $13B
  33. 1163
    MKP Capital Management, L.L.C.New York, NY · 8 clientsAsset manager
    No custodian reported
    $13B
  34. 1164
    Loring, Wolcott & Coolidge Fiduciary Advisors, LLPBoston, MA · 3,290 clientsWealth manager
    Loring, Wolcott & Coolidge Trust 97%
    $13B
  35. 1165
    Pugh Capital Management, Inc.Seattle, WA · 52 clientsAsset manager
    State Street 41%BNY 40%
    $13B
  36. 1172
    Lingotto Investment Management LLPLondon, United Kingdom · 16 clientsPrivate fund adviser
    Northern Trust 100%
    $13B
  37. 1175
    LS Power Equity Advisors, LLCNew York, NY · 22 clientsPrivate fund adviser
    No custodian reported
    $13B
  38. 1177
    Appleton Partners, Inc.Boston, MA · 6,112 clientsAsset manager
    Schwab 48%Fidelity 29%J.P. Morgan 24%
    $13B
  39. 1178
    The Caprock Group, LLCBoise, ID · 436 clientsWealth manager
    Fidelity 58%Schwab 42%
    $12B
  40. 1181
    MFN Partners Management, LPBoston, MA · 1 clientsPrivate fund adviser
    No custodian reported
    $12B

RIAs by state