Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
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
AtlasFinancial ADVSR
Open free

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. 1408
    Basalt Infrastructure Partners LLCNew York, NY · 33 clientsPrivate fund adviser
    No custodian reported
    $9.6B
  2. 1410
    Seven Post Investment Office LPSan Francisco, CA · 53 clientsAsset manager
    Pershing 86%
    $9.6B
  3. 1414
    Rubric Capital Management LPNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $9.6B
  4. 1417
    Orgel Wealth Management, LLCAltoona, WI · 3,976 clientsWealth managerWrap sponsor
    Pershing 100%
    $9.5B
  5. 1419
    Gridiron Capital, LLCNew Canaan, CT · 31 clientsPrivate fund adviser
    No custodian reported
    $9.5B
  6. 1420
    Fisher Lynch Capital, LLCBurlingame, CA · 12 clientsPrivate fund adviser
    No custodian reported
    $9.5B
  7. 1421
    SDC Capital Partners, LLCNew York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $9.5B
  8. 1422
    Composition Wealth, LLCLos Angeles, CA · 3,986 clientsWealth manager
    Schwab 58%Fidelity 42%
    $9.5B
  9. 1423
    Westwood Global InvestmentsPark City, UT · 9 clientsPrivate fund adviser
    State Street 100%
    $9.5B
  10. 1426
    Gardner Russo & Quinn LLCLancaster, PA · 1,346 clientsAsset manager
    Pershing 100%
    $9.4B
  11. 1427
    Ritholtz Wealth ManagementNew York, NY · 4,221 clientsWealth manager
    Schwab 72%Fidelity 28%
    $9.4B
  12. 1428
    SLR Capital Partners, LLCNew York, NY · 19 clientsPrivate fund adviser
    Citi 99%
    $9.4B
  13. 1430
    GAM London LimitedLondon, United Kingdom · 278 clientsPrivate fund adviser
    Multrees Investor Services Limited 52%Rothschild & Co Bank AG 32%
    $9.4B
  14. 1432
    Interval Partners, L.P.New York, NY · 32 clientsPrivate fund adviser
    No custodian reported
    $9.4B
  15. 1434
    Altaris, LLCNew York, NY · 19 clientsPrivate fund adviser
    No custodian reported
    $9.3B
  16. 1435
    Accolade PartnersWashington, DC · 66 clientsPrivate fund adviser
    No custodian reported
    $9.3B
  17. 1437
    Gryphon Advisors, LLCSan Francisco, CA · 24 clientsPrivate fund adviser
    No custodian reported
    $9.3B
  18. 1438
    Situational Awareness LPSan Francisco, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $9.3B
  19. 1439
    Axium Infrastructure Inc.Montreal, Quebec, Canada · 23 clientsPrivate fund adviser
    No custodian reported
    $9.3B
  20. 1441
    Tolleson Private Wealth ManagementDallas, TX · 224 clientsPrivate fund adviser
    Pershing 88%
    $9.3B
  21. 1442
    Shore Capital PartnersChicago, IL · 47 clientsPrivate fund adviser
    No custodian reported
    $9.3B
  22. 1445
    Olympus Advisors, LLCStamford, CT · 12 clientsPrivate fund adviser
    No custodian reported
    $9.2B
  23. 1452
    Aviva Investors Canada Inc.Toronto, Ontario, Canada · 18 clientsAsset manager
    RBC 92%
    $9.2B
  24. 1453
    Value Aligned Research Advisors, LLC4 clientsPrivate fund adviser
    Citi 76%Fidelity 24%
    $9.1B
  25. 1454
    Crawford Investment Counsel IncAtlanta, GA · 2,039 clientsWealth manager
    Fidelity 63%Schwab 37%
    $9.1B
  26. 1455
    Wynnchurch Capital, L.P.Rosemont, IL · 5 clientsPrivate fund adviser
    No custodian reported
    $9.1B
  27. 1456
    Cabot Properties L.P.Boston, MA · 12 clientsPrivate fund adviser
    No custodian reported
    $9.1B
  28. 1458
    Highvista Strategies LLCBoston, MA · 41 clientsPrivate fund adviser
    Northern Trust 100%
    $9.1B
  29. 1460
    H.M. PaysonPortland, ME · 4,308 clientsWealth manager
    No custodian reported
    $9.1B
  30. 1461
    Bradley Foster & Sargent IncHartford, CT · 1,944 clientsWealth manager
    No custodian reported
    $9.1B
  31. 1464
    400 Capital Management LLCNew York, NY · 23 clientsPrivate fund adviser
    J.P. Morgan 71%BNY 29%
    $9.0B
  32. 1465
    Deerpath Capital Management, LPFort Lauderdale, FL · 42 clientsPrivate fund adviser
    J.P. Morgan 97%
    $9.0B
  33. 1466
    Marlin Equity PartnersHermosa Beach, CA · 31 clientsPrivate fund adviser
    No custodian reported
    $9.0B
  34. 1468
    The Sterling Group, L.P.Houston, TX · 20 clientsPrivate fund adviser
    No custodian reported
    $9.0B
  35. 1469
    J.F. Lehman and Company LLCNew York, NY · 26 clientsPrivate fund adviser
    No custodian reported
    $9.0B
  36. 1470
    Simon Quick Advisors, LLCMorristown, NJ · 1,042 clientsWealth manager
    Fidelity 74%Schwab 26%
    $9.0B
  37. 1471
    Partners Group US Management CLO LLCNew York, NY · 23 clientsPrivate fund adviser
    No custodian reported
    $9.0B
  38. 1473
    Northwood Investors LLCDenver, CO · 33 clientsPrivate fund adviser
    No custodian reported
    $9.0B
  39. 1474
    Littlejohn & Co., LLCGreenwich, CT · 27 clientsPrivate fund adviser
    No custodian reported
    $9.0B
  40. 1476
    Sentinel Capital Partners, L.L.C.New York, NY · 14 clientsPrivate fund adviser
    No custodian reported
    $9.0B

RIAs by state