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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. 1264
    Bridges Investment Management IncOmaha, NE · 1,875 clientsAsset manager
    Bridges Trust 70%Schwab 30%
    $11B
  2. 1265
    One William Street Capital Management, LP.New York, NY · 21 clientsPrivate fund adviser
    J.P. Morgan 100%
    $11B
  3. 1268
    Orchard Global Asset Management LLPLondon, United Kingdom · 38 clientsPrivate fund adviser
    State Street 100%
    $11B
  4. 1269
    Valueact Capital Management, L.P.San Francisco, CA · 18 clientsPrivate fund adviser
    No custodian reported
    $11B
  5. 1270
    Christofferson, Robb & CompanyNew York, NY · 26 clientsPrivate fund adviser
    Northern Trust 27%Butterfield 26%J.P. Morgan 25%
    $11B
  6. 1271
    Truebridge Capital PartnersChapel Hill, NC · 250 clientsPrivate fund adviser
    No custodian reported
    $11B
  7. 1273
    Corbin Capital Partners, L.P.New York, NY · 27 clientsPrivate fund adviser
    Northern Trust 49%Citco Global Custody NV 40%
    $11B
  8. 1274
    Camden Asset ManagementLos Angeles, CA · 17 clientsPrivate fund adviser
    State Street 45%BNY 28%
    $11B
  9. 1275
    Golden Gate CapitalSan Francisco, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $11B
  10. 1276
    Fermat Capital Management, LLCWestport, CT · 12 clientsAsset manager
    J.P. Morgan 45%Citi 39%
    $11B
  11. 1278
    Fondsmaeglerselskabet MAJ Invest A/sCopenhagen K, Denmark · 84 clientsBroker-dealer firm
    Danske Bank 52%CIBC Mellon 48%
    $11B
  12. 1280
    Apella WealthWest Hartford, CT · 8,503 clientsWealth manager
    Schwab 80%
    $11B
  13. 1281
    Pure Financial Advisors, LLCSan Diego, CA · 7,509 clientsWealth manager
    Schwab 53%Fidelity 47%
    $11B
  14. 1285
    Nicola Wealth Management LTD.Vancouver, Canada · 6,718 clientsWealth manager
    National Bank Independent Network (nbin) 99%
    $11B
  15. 1289
    Morant Wright Management LimitedLondon, United Kingdom · 11 clientsPrivate fund adviser
    No custodian reported
    $11B
  16. 1290
    Castle Hook Partners LPNew York, NY · 6 clientsPrivate fund adviser
    Merrill / Bank of America 40%Goldman Sachs 34%Morgan Stanley 26%
    $11B
  17. 1291
    Redwood Capital Management, LLCNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $11B
  18. 1297
    NGPDallas, TX · 17 clientsPrivate fund adviser
    No custodian reported
    $11B
  19. 1298
    RealtermAnnapolis, MD · 16 clientsPrivate fund adviser
    No custodian reported
    $11B
  20. 1300
    Hggc, LLCPalo Alto, CA · 26 clientsPrivate fund adviser
    No custodian reported
    $11B
  21. 1301
    CAZ Investments L.P.Houston, TX · 103 clientsPrivate fund adviser
    No custodian reported
    $11B
  22. 1306
    Black Diamond Capital ManagementSt. Thomas, VI · 38 clientsPrivate fund adviser
    No custodian reported
    $11B
  23. 1307
    Antin Infrastructure Partners US Services LLCNew York, NY · 20 clientsPrivate fund adviser
    No custodian reported
    $11B
  24. 1309
    Ferguson Wellman Capital Management, Inc.Portland, OR · 1,085 clientsWealth manager
    Schwab 100%
    $11B
  25. 1310
    Plancorp, LLCSaint Louis, MO · 2,383 clientsWealth manager
    Schwab 82%
    $11B
  26. 1311
    Rockwood Capital, LLCNew York, NY · 36 clientsPrivate fund adviser
    No custodian reported
    $11B
  27. 1314
    Trinity Street Asset Management LLPLondon, United Kingdom · 22 clientsPrivate fund adviser
    Brown Brothers Harriman & Co 35%BNY 31%
    $11B
  28. 1315
    Magnitude Capital, LLCNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $11B
  29. 1316
    Cooke & Bieler, L.P.Philadelphia, PA · 209 clientsAsset manager
    State Street 43%Northern Trust 33%HSBC Trinkaus 24%
    $11B
  30. 1317
    Generation Investment Management US LLPSan Francisco, CA · 4 clientsPrivate fund adviser
    BNY 51%State Street 24%
    $11B
  31. 1320
    Junto Capital Management LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $11B
  32. 1325
    Sapphire Ventures, LPAustin, TX · 18 clientsPrivate fund adviser
    No custodian reported
    $10B
  33. 1327
    Sequoia Global EquitiesMenlo Park, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $10B
  34. 1328
    Trian Fund Management, L.P.New York, NY · 29 clientsPrivate fund adviser
    Merrill / Bank of America 88%
    $10B
  35. 1329
    Pinnacle Associates, LTD.New York, NY · 2,325 clientsAsset manager
    Schwab 75%Fidelity 25%
    $10B
  36. 1330
    Steadfast Capital Management LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $10B
  37. 1331
    Johnson Wealth Inc.Milwaukee, WI · 2,412 clientsAsset manager
    Pershing 51%Johnson Bank 49%
    $10B
  38. 1333
    Webster Equity Partners, L.P.Waltham, MA · 25 clientsPrivate fund adviser
    No custodian reported
    $10B
  39. 1334
    Parallel Advisors, LLCSan Francisco, CA · 4,240 clientsWealth manager
    Fidelity 61%Schwab 39%
    $10B
  40. 1336
    Lansdowne Partners (UK) LLPLondon, United Kingdom · 35 clientsPrivate fund adviser
    BNY 70%Northern Trust 30%
    $10B

RIAs by state