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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. 1337
    Ridgemont Partners Management, LLCCharlotte, NC · 32 clientsPrivate fund adviser
    No custodian reported
    $10B
  2. 1338
    Readystate Asset ManagementChicago, IL · 5 clientsPrivate fund adviser
    No custodian reported
    $10B
  3. 1341
    Capvest Partners, Inc.New York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $10B
  4. 1343
    Sound Point Luna LLCNew York, NY · 29 clientsPrivate fund adviser
    BNY 100%
    $10B
  5. 1344
    Meridiam Infrastructure North America CorporationWashington, DC · 34 clientsPrivate fund adviser
    No custodian reported
    $10B
  6. 1345
    Franklin ParkBala Cynwyd, PA · 52 clientsPrivate fund adviser
    Northern Trust 79%
    $10B
  7. 1346
    Callan Family Office, LLCRadnor, PA · 190 clientsWealth manager
    Schwab 100%
    $10B
  8. 1347
    Algert Global LLCSan Francisco, CA · 22 clientsAsset manager
    BNY 67%State Street 33%
    $10B
  9. 1348
    Silver Creek Advisory Partners LLCSeattle, WA · 19 clientsPrivate fund adviser
    No custodian reported
    $10B
  10. 1350
    Arin Risk Advisors LLCConshohocken, PA · 21 clientsAsset manager
    Interactive Brokers 88%
    $10B
  11. 1353
    Tenor Capital Management Company, L.P.New York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $10B
  12. 1357
    EthicNew York, NY · 189 clientsAsset manager
    Schwab 47%Fidelity 31%
    $10B
  13. 1359
    Jericho Capital Asset Management L.P.Los Angeles, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $10B
  14. 1360
    Court Square CapitalNew York, NY · 33 clientsPrivate fund adviser
    No custodian reported
    $10B
  15. 1362
    Foundations Investment Advisors LLCPhoenix, AZ · 29,663 clientsWealth manager
    Schwab 80%
    $10B
  16. 1363
    Summittx Capital, L.P.Fort Worth, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $10B
  17. 1364
    Openarc Corporate Advisory, LLCAtlanta, GA · 3,841 clientsWealth manager
    Schwab 100%
    $10B
  18. 1366
    Dupont Capital ManagementWilmington, DE · 3 clientsAsset manager
    State Street 100%
    $10B
  19. 1367
    One Investment Management US LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $10B
  20. 1368
    Foresight Group LLPLondon, United Kingdom · 42 clientsPrivate fund adviser
    No custodian reported
    $10B
  21. 1369
    Fiduciary Counselling IncSt Paul, MN · 1,761 clientsWealth manager
    Fidelity 100%
    $10B
  22. 1370
    Choate Investment AdvisorsBoston, MA · 653 clientsWealth manager
    SEI 100%
    $10B
  23. 1373
    Meketa Investment Group IncWestwood, MA · 316 clientsAsset manager
    State Street 65%Northern Trust 35%
    $10.0B
  24. 1375
    Axonic Capital LLCNew York, NY · 31 clientsPrivate fund adviser
    No custodian reported
    $10.0B
  25. 1381
    Coronation Global Fund Managers (ireland) LimitedDublin, Ireland · 4 clientsPrivate fund adviser
    No custodian reported
    $9.9B
  26. 1384
    Cynosure Group, LLCSalt Lake City, UT · 148 clientsAsset manager
    Northern Trust 55%Fidelity 42%
    $9.8B
  27. 1385
    Brown Advisory Investment Solutions Group LLCBaltimore, MD · 393 clientsPrivate fund adviser
    Northern Trust 100%
    $9.8B
  28. 1389
    Eminence Capital, LP16 clientsPrivate fund adviser
    No custodian reported
    $9.8B
  29. 1391
    VR Advisory Services LTD.New York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $9.8B
  30. 1392
    Walton Street Capital, L.L.C.Chicago, IL · 55 clientsPrivate fund adviser
    No custodian reported
    $9.8B
  31. 1393
    Altair Advisers, LLCChicago, IL · 1,016 clientsWealth manager
    Pershing 100%
    $9.8B
  32. 1395
    Arsenal Capital Management LPNew York, NY · 27 clientsPrivate fund adviser
    No custodian reported
    $9.7B
  33. 1396
    F L Putnam Investment Management Co.Lynnfield, MA · 3,054 clientsWealth manager
    Schwab 50%Fidelity 38%
    $9.7B
  34. 1397
    One Rock CapitalNew York, NY · 18 clientsPrivate fund adviser
    No custodian reported
    $9.7B
  35. 1398
    Samlyn Capital, LLCNew York, NY · 10 clientsPrivate fund adviser
    J.P. Morgan 100%
    $9.7B
  36. 1399
    MJX Asset Management LLCNew York, NY · 31 clientsPrivate fund adviser
    No custodian reported
    $9.7B
  37. 1400
    Redtree Investment GroupCincinnati, OH · 373 clientsAsset manager
    U.S. Bancorp Investments 87%
    $9.7B
  38. 1401
    Signaturefd, LLCAtlanta, GA · 1,913 clientsWealth manager
    Schwab 72%Fidelity 28%
    $9.7B
  39. 1402
    H.a.m.lBrisbane, QLD, Australia · 50 clientsAsset manager
    State Street 39%J.P. Morgan 39%
    $9.7B
  40. 1407
    Basalt Infrastructure Partners LLPLondon, United Kingdom · 33 clientsPrivate fund adviser
    No custodian reported
    $9.6B

RIAs by state