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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. 1627
    JMG Financial Group LTDDowners Grove, IL · 1,789 clientsWealth manager
    Schwab 100%
    $7.5B
  2. 1629
    Water Street Healthcare Partners, LLCChicago, IL · 16 clientsPrivate fund adviser
    No custodian reported
    $7.5B
  3. 1631
    Chicago Partners Investment Group LLCChicago, IL · 2,764 clientsWealth manager
    Schwab 82%
    $7.5B
  4. 1636
    Gramercy Funds Management LLCWest Palm Beach, FL · 41 clientsPrivate fund adviser
    State Street 55%BNY 32%
    $7.4B
  5. 1637
    XN LPNew York, NY · 19 clientsPrivate fund adviser
    No custodian reported
    $7.4B
  6. 1638
    JLL Partners, LLCNew York, NY · 35 clientsPrivate fund adviser
    No custodian reported
    $7.4B
  7. 1639
    Washington Capital Management IncSeattle, WA · 75 clientsPrivate fund adviser
    U.S. Bank 87%
    $7.4B
  8. 1644
    Surgocap Partners LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $7.4B
  9. 1646
    Spectrum EquityBoston, MA · 32 clientsPrivate fund adviser
    No custodian reported
    $7.3B
  10. 1648
    Arbour Lane Capital Management LPStamford, CT · 15 clientsPrivate fund adviser
    State Street 100%
    $7.3B
  11. 1649
    Dimension Capital Management LLCCoral Gables, FL · 564 clientsAsset manager
    Pershing 58%Schwab 42%
    $7.3B
  12. 1650
    Cercano Management LLCBellevue, WA · 33 clientsPrivate fund adviser
    Goldman Sachs 48%Fidelity 41%
    $7.3B
  13. 1652
    Peak Rock Capital LLCAustin, TX · 29 clientsPrivate fund adviser
    No custodian reported
    $7.3B
  14. 1654
    Angeles Investment AdvisorsSanta Monica, CA · 61 clientsPrivate fund adviser
    Schwab 63%BNY 37%
    $7.3B
  15. 1655
    Midcap Financial Services Capital Management, LLCBethesda, MD · 12 clientsPrivate fund adviser
    No custodian reported
    $7.3B
  16. 1656
    Domain Capital Advisors, LLCAtlanta, GA · 33 clientsPrivate fund adviser
    No custodian reported
    $7.3B
  17. 1657
    Top Tier Capital Partners, LLCSan Francisco, CA · 43 clientsPrivate fund adviser
    No custodian reported
    $7.3B
  18. 1659
    Riverstone Investment Group LLCNew York, NY · 21 clientsPrivate fund adviser
    No custodian reported
    $7.2B
  19. 1660
    Turim 21 Investimentos LtdaRio De Janeiro, RJ, Brazil · 539 clientsWealth manager
    Santander 100%
    $7.2B
  20. 1662
    BLS Capital Fondsmaeglerselskab A/sKlampenborg, Denmark · 6 clientsAsset manager
    BNY 53%State Street 47%
    $7.2B
  21. 1663
    PPCChicago, IL · 9 clientsPrivate fund adviser
    No custodian reported
    $7.2B
  22. 1666
    Invictus Capital PartnersWashington, DC · 29 clientsAsset manager
    Computershare Trust Company 100%
    $7.2B
  23. 1667
    Evergreen Capital Management LLCBellevue, WA · 1,157 clientsWealth manager
    Schwab 100%
    $7.2B
  24. 1669
    Springs Capital (hong Kong) LimitedHong Kong, Hong Kong · 16 clientsAsset manager
    Citi 67%
    $7.2B
  25. 1670
    Silversmith Capital PartnersBoston, MA · 24 clientsPrivate fund adviser
    No custodian reported
    $7.2B
  26. 1671
    Sachem Head Capital Management LPNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $7.2B
  27. 1673
    GrovestreetNewton, MA · 42 clientsPrivate fund adviser
    No custodian reported
    $7.1B
  28. 1678
    Daemon Investment and Asset Management, LLCMiami, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $7.1B
  29. 1679
    Black Creek Investment Management Inc.Toronto, Canada · 27 clientsPrivate fund adviser
    CIBC Mellon Trust 45%Fidelity Management Trust 29%RBC 26%
    $7.1B
  30. 1680
    Butterfly Equity LPBeverly Hills, CA · 23 clientsPrivate fund adviser
    No custodian reported
    $7.1B
  31. 1681
    Crestview PartnersNew York, NY · 37 clientsPrivate fund adviser
    No custodian reported
    $7.1B
  32. 1682
    TAG Associates LLCNew York, NY · 90 clientsWealth manager
    Schwab 100%
    $7.1B
  33. 1683
    Chicago Pacific FoundersChicago, IL · 33 clientsPrivate fund adviser
    No custodian reported
    $7.1B
  34. 1685
    John W. Bristol & Co., Inc.New York, NY · 157 clientsWealth manager
    Wilmington Trust 50%Fiduciary Trust Company International 50%
    $7.1B
  35. 1686
    Argo Infrastructure Partners LPNew York, NY · 26 clientsPrivate fund adviser
    No custodian reported
    $7.1B
  36. 1687
    Jamestown, L.P.Atlanta, GA · 23 clientsPrivate fund adviser
    No custodian reported
    $7.1B
  37. 1688
    Five Point Infrastructure LLCHouston, TX · 12 clientsPrivate fund adviser
    No custodian reported
    $7.1B
  38. 1689
    Cross Ocean Partners Management LPGreenwich, CT · 40 clientsPrivate fund adviser
    No custodian reported
    $7.0B
  39. 1691
    US Innovative Technology Capital Management, LLCCoraopolis, PA · 7 clientsPrivate fund adviser
    No custodian reported
    $7.0B
  40. 1692
    Caspian Capital, LPNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $7.0B

RIAs by state