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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. 1693
    One Madison Group LLCNew York, NY · 5 clientsAsset manager
    Morgan Stanley 100%
    $7.0B
  2. 1698
    Galvanize Climate Solutions LLCSan Francisco, CA · 18 clientsPrivate fund adviser
    No custodian reported
    $7.0B
  3. 1699
    Frazier Life Sciences Management, LPPalo Alto, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $7.0B
  4. 1700
    Trust Advisors, Inc.Houston, TX · 12 clientsPrivate fund adviser
    Truist 84%
    $7.0B
  5. 1701
    Medley Partners Management LLCSan Francisco, CA · 18 clientsPrivate fund adviser
    No custodian reported
    $7.0B
  6. 1702
    Hosking Partners LLPLondon, United Kingdom · 8 clientsAsset manager
    Citi 54%State Street 46%
    $7.0B
  7. 1703
    Oceansound Partners, LPNew York, NY · 27 clientsPrivate fund adviser
    No custodian reported
    $6.9B
  8. 1705
    Algebris Investments (US) Inc.Boston, MA · 5 clientsPrivate fund adviser
    No custodian reported
    $6.9B
  9. 1707
    Northside Capital Management LLCHood River, OR · 60 clientsWealth managerPublic-company owned
    Schwab 59%Fidelity 41%
    $6.9B
  10. 1708
    Dakota Wealth, LLCPalm Beach Gardens, FL · 3,764 clientsWealth manager
    Schwab 54%Fidelity 28%
    $6.9B
  11. 1711
    Stellex CapitalNew York, NY · 20 clientsPrivate fund adviser
    No custodian reported
    $6.9B
  12. 1712
    Merewether Investment Management, LPDallas, TX · 9 clientsPrivate fund adviser
    No custodian reported
    $6.9B
  13. 1715
    GMT Capital Corp.Atlanta, GA · 6 clientsPrivate fund adviser
    Fidelity 48%Goldman Sachs 31%
    $6.9B
  14. 1716
    Naya Capital Management UK LimitedLondon, United Arab Emirates · 8 clientsPrivate fund adviser
    Goldman Sachs 100%
    $6.9B
  15. 1717
    Abacus Capital Group LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $6.9B
  16. 1719
    Prowell Financial Management, LLCExton, PA · 74 clientsWealth manager
    Schwab 100%
    $6.9B
  17. 1720
    Provident Trust CompanyWaukesha, WI · 1,037 clientsWealth manager
    Northern Trust 100%
    $6.9B
  18. 1721
    Prysm Capital, L.P.Princeton, NJ · 21 clientsPrivate fund adviser
    No custodian reported
    $6.9B
  19. 1722
    Smartleaf Asset Management LLCBoston, MA · 26 clientsAsset manager
    U.S. Bancorp Investments 85%
    $6.9B
  20. 1723
    Fisher\smbCarrollton, TX · 1,848 clientsAsset manager
    Ascensus 64%Empower 36%
    $6.8B
  21. 1725
    Tilden Park Capital Management LPNew York, NY · 9 clientsPrivate fund adviser
    Computershare Trust Company, National Association 65%Principal Financial Group 25%
    $6.8B
  22. 1727
    Lmcg Investments, LLCBoston, MA · 968 clientsAsset manager
    SEI 29%Schwab 24%BNY 24%Fidelity 22%
    $6.8B
  23. 1728
    Silver Rock Capital PartnersNew York, NY · 20 clientsPrivate fund adviser
    J.P. Morgan 100%
    $6.8B
  24. 1729
    Atom Investors LPAustin, TX · 7 clientsPrivate fund adviser
    J.P. Morgan 100%
    $6.8B
  25. 1732
    Glazer Capital, LLC.New York, NY · 4 clientsPrivate fund adviser
    UBS 25%
    $6.8B
  26. 1733
    Atairos Management, L.P.Bryn Mawr, PA · 2 clientsPrivate fund adviser
    No custodian reported
    $6.8B
  27. 1734
    ARA PartnersHouston, TX · 41 clientsPrivate fund adviser
    No custodian reported
    $6.8B
  28. 1735
    Lead Edge Capital Management, LLCNew York, NY · 14 clientsPrivate fund adviser
    No custodian reported
    $6.8B
  29. 1736
    Laurion Capital Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $6.8B
  30. 1738
    Stafford Capital Partners LimitedLondon, United Kingdom · 29 clientsPrivate fund adviser
    No custodian reported
    $6.7B
  31. 1739
    Discovery Capital Management, LLCSouth Norwalk, CT · 15 clientsPrivate fund adviser
    No custodian reported
    $6.7B
  32. 1742
    Bivium Capital Partners, LLCSan Francisco, CA · 33 clientsAsset manager
    State Street 48%Pershing 29%Northern Trust 23%
    $6.7B
  33. 1743
    Shamrock Capital Advisors, LLCLos Angeles, CA · 25 clientsPrivate fund adviser
    No custodian reported
    $6.7B
  34. 1744
    The Bollard Group LLCBoston, MA · 24 clientsWealth manager
    Fidelity 41%Morgan Stanley 33%J.P. Morgan 26%
    $6.7B
  35. 1745
    Confluence Investment Management LLCSaint Louis, MO · 14,862 clientsWealth managerWrap sponsor
    Stifel, Nicolaus & Company, Incorporated 40%Wells Fargo 25%
    $6.7B
  36. 1746
    TRG Management LPNew York, NY · 43 clientsPrivate fund adviser
    Citi 100%
    $6.7B
  37. 1747
    Trutino Capital Management, LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $6.7B
  38. 1748
    Leeds Equity PartnersNew York, NY · 40 clientsPrivate fund adviser
    No custodian reported
    $6.7B
  39. 1749
    Monroe Capital BDC Advisors, LLCChicago, IL · 3 clientsAsset manager
    No custodian reported
    $6.7B
  40. 1750
    Revelstoke Capital PartnersDenver, CO · 27 clientsPrivate fund adviser
    No custodian reported
    $6.7B

RIAs by state