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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. 1478
    Atreides Management, LPBoston, MA · 47 clientsPrivate fund adviser
    No custodian reported
    $8.9B
  2. 1480
    Tortoise Capital Advisors, L.L.C.Overland Park, KS · 344 clientsAsset manager
    Northern Trust 51%BNY 34%
    $8.9B
  3. 1481
    Westport Capital Partners LLCDarien, CT · 37 clientsPrivate fund adviser
    BNY 100%
    $8.9B
  4. 1488
    Advent Capital Management, LLCNew York, NY · 421 clientsAsset manager
    State Street 49%BNY 26%Northern Trust 25%
    $8.8B
  5. 1491
    Hardman Johnston Global Advisors LLCStamford, CT · 263 clientsPrivate fund adviser
    J.P. Morgan 42%Schwab 34%BNY 25%
    $8.8B
  6. 1494
    Hamlin Capital Management, LLCNew York, NY · 1,924 clientsAsset manager
    National Financial Services 32%Schwab 27%Deutsche Bank 23%
    $8.7B
  7. 1496
    Crosspoint Capital Partners, LPMenlo Park, CA · 14 clientsPrivate fund adviser
    No custodian reported
    $8.7B
  8. 1499
    Ogam, LPHouston, TX · 27 clientsPrivate fund adviser
    State Street 100%
    $8.7B
  9. 1501
    Marcuard Family Office LTDZurich, Switzerland · 139 clientsWealth manager
    Zurcher Kantonalbank 74%Bank Julius Baer & Co. AG, Zurich 26%
    $8.7B
  10. 1502
    FIL Investment AdvisorsPembroke, Bermuda · 11 clientsAsset manager
    No custodian reported
    $8.6B
  11. 1505
    Wind Point PartnersChicago, IL · 15 clientsPrivate fund adviser
    No custodian reported
    $8.6B
  12. 1507
    Blue Torch Capital LPNew York, NY · 30 clientsPrivate fund adviser
    No custodian reported
    $8.6B
  13. 1508
    Gresham Investment Management LLCNew York, NY · 23 clientsAsset manager
    SG Americas Securities 100%
    $8.6B
  14. 1509
    Guided Choice Asset Management, Inc.Reno, NV · 84,744 clientsAsset manager
    No custodian reported
    $8.5B
  15. 1511
    Vise AI AdvisorsNew York City, NY · 16,405 clientsWealth manager
    Schwab 54%Fidelity 35%
    $8.5B
  16. 1512
    One Capital Management, LLCWestlake Village, CA · 3,535 clientsWealth manager
    Schwab 66%National Bank Independent Network (nbin) 34%
    $8.5B
  17. 1517
    Midocean Credit PartnersNew York, NY · 40 clientsPrivate fund adviser
    Northern Trust 100%
    $8.5B
  18. 1521
    Empirical Wealth ManagementSeattle, WA · 2,400 clientsWealth managerWrap sponsor
    Schwab 100%
    $8.4B
  19. 1523
    Resolution Capital LimitedSydney, NSW, Australia · 24 clientsPrivate fund adviser
    J.P. Morgan 39%BNP Paribas Securities Services 26%
    $8.4B
  20. 1524
    Aureus Asset Management, LLCBoston, MA · 362 clientsAsset manager
    Fidelity 100%
    $8.4B
  21. 1525
    Battery Global Advisors, LLCBoston, MA · 142 clientsWealth manager
    Fidelity 100%
    $8.4B
  22. 1526
    Deep Track Capital, LPGreenwich, CT · 5 clientsPrivate fund adviser
    No custodian reported
    $8.4B
  23. 1527
    Zhang FinancialPortage, MI · 2,331 clientsWealth managerWrap sponsor
    LPL Financial 60%State Street 25%
    $8.4B
  24. 1528
    SK Capital PartnersNew York, NY · 28 clientsPrivate fund adviser
    No custodian reported
    $8.4B
  25. 1529
    Asana Partners, LPCharlotte, NC · 9 clientsPrivate fund adviser
    No custodian reported
    $8.4B
  26. 1530
    Skyview Investment Advisors, LLCShrewsbury, NJ · 21 clientsAsset manager
    No custodian reported
    $8.3B
  27. 1534
    Chatham Asset Management, LLCChatham, NJ · 18 clientsPrivate fund adviser
    No custodian reported
    $8.3B
  28. 1535
    Nicholas Hoffman & Company, LLCAtlanta, GA · 409 clientsWealth manager
    Schwab 100%
    $8.3B
  29. 1537
    Aequim Alternative Investments LPMill Valley, CA · 5 clientsPrivate fund adviser
    BNP Paribas Securities 40%J.P. Morgan 34%Barclays Capital 26%
    $8.2B
  30. 1540
    Capital Investment Advisors, LLCAtlanta, GA · 6,014 clientsWealth manager
    Schwab 60%Fidelity 40%
    $8.2B
  31. 1541
    Cambridge Associates Limited, LLCBoston, MA · 32 clientsWealth manager
    Pictet Bank of Switzerland 100%
    $8.2B
  32. 1543
    Proficio Capital Partners LLCNewton, MA · 160 clientsWealth manager
    Fidelity 100%
    $8.2B
  33. 1545
    R M Davis IncPortland, ME · 2,437 clientsWealth manager
    Schwab 80%
    $8.2B
  34. 1546
    Starboard Value LPNew York, NY · 11 clientsPrivate fund adviser
    State Street 49%Goldman Sachs 23%
    $8.2B
  35. 1548
    Chilton Investment Services, LLCStamford, CT · 1,905 clientsWealth manager
    BNY 80%
    $8.2B
  36. 1550
    Stripes, LLCNew York, NY · 27 clientsPrivate fund adviser
    No custodian reported
    $8.1B
  37. 1551
    Wedge Capital Management LLPCharlotte, NC · 184 clientsAsset manager
    Northern Trust 30%U.S. Bank 25%PNC Bank 25%
    $8.1B
  38. 1553
    Marshfield AssociatesWashington, DC · 3,996 clientsWealth manager
    RBC 59%State Street 29%
    $8.1B
  39. 1554
    Spider Management Company, LLCRichmond, VA · 1 clientsAsset manager
    Northern Trust 100%
    $8.1B
  40. 1555
    Human Interest Advisors LLCSan Francisco, CA · 831,446 clientsWealth manager
    Matrix Trust 100%
    $8.1B

RIAs by state