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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. 1815
    Pinnacle Asset Management, L.P.New York, NY · 27 clientsPrivate fund adviser
    No custodian reported
    $6.2B
  2. 1817
    Aurora Capital Partners Management VI L.P.Los Angeles, CA · 15 clientsPrivate fund adviser
    No custodian reported
    $6.2B
  3. 1818
    Fairfield Realty Advisors LLCSan Diego, CA · 15 clientsPrivate fund adviser
    No custodian reported
    $6.2B
  4. 1819
    Brightwood Capital Advisors, LLCNew York, NY · 40 clientsPrivate fund adviser
    No custodian reported
    $6.2B
  5. 1821
    Beck, Mack & Oliver LLCNew York, NY · 1,628 clientsWealth manager
    Schwab 49%Fidelity 33%
    $6.2B
  6. 1824
    Todd Asset Management LLCLouisville, KY · 71 clientsAsset manager
    BNY 100%
    $6.2B
  7. 1827
    Riverwood Capital Management L.P.Menlo Park, CA · 14 clientsPrivate fund adviser
    No custodian reported
    $6.2B
  8. 1829
    A Fin Management LLCSunny Isles Beach, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $6.2B
  9. 1830
    Freeman SpogliLos Angeles, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $6.2B
  10. 1831
    Pennantpark Investment Advisers, LLCMiami Beach, FL · 15 clientsAsset manager
    No custodian reported
    $6.2B
  11. 1832
    Lotus Infrastructure Partners, LPGreenwich, CT · 28 clientsPrivate fund adviser
    No custodian reported
    $6.2B
  12. 1833
    Primary Wave IP Investment Management LLCNew York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $6.1B
  13. 1836
    Vision Ridge Partners, LLCBoulder, CO · 9 clientsPrivate fund adviser
    No custodian reported
    $6.1B
  14. 1837
    BVF Partners L.P.San Francisco, CA · 5 clientsPrivate fund adviser
    BNP Paribas Securities 91%
    $6.1B
  15. 1839
    EJF Capital LPArlington, VA · 140 clientsPrivate fund adviser
    No custodian reported
    $6.1B
  16. 1840
    LM Capital Group, LLCSan Diego, CA · 36 clientsAsset manager
    Northern Trust 53%State Street 28%
    $6.1B
  17. 1841
    Vivo Capital, LLCPalo Alto, CA · 16 clientsPrivate fund adviser
    No custodian reported
    $6.1B
  18. 1842
    Snyder Capital Management LPSan Francisco, CA · 73 clientsAsset manager
    Northern Trust 48%
    $6.1B
  19. 1843
    Warren Equity Partners Manager, L.P.Jacksonville Beach, FL · 38 clientsPrivate fund adviser
    No custodian reported
    $6.1B
  20. 1845
    Carrhae CapitalLondon, United Kingdom · 12 clientsPrivate fund adviser
    Goldman Sachs 100%
    $6.1B
  21. 1847
    Carrhae Capital (difc) LimitedDubai, United Arab Emirates · 11 clientsPrivate fund adviser
    No custodian reported
    $6.1B
  22. 1849
    Dana Investment Advisors IncWaukesha, WI · 2,290 clientsAsset manager
    Schwab 100%
    $6.1B
  23. 1851
    Aperture Investors, LLCNew York, NY · 20 clientsPrivate fund adviser
    No custodian reported
    $6.1B
  24. 1855
    KCM Investment AdvisorsGreenbrae, CA · 1,598 clientsWealth manager
    Schwab 100%
    $6.0B
  25. 1856
    Trivest Investment Advisors, LLCCoral Gables, FL · 19 clientsPrivate fund adviser
    No custodian reported
    $6.0B
  26. 1860
    Veratis Advisors, Inc.Cary, NC · 105 clientsAsset manager
    Schwab 100%
    $6.0B
  27. 1862
    Parallax Volatility Advisers, L.P.San Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $6.0B
  28. 1864
    Meadow Capital Management LLCNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $6.0B
  29. 1866
    Foyston, Gordon & Payne Inc.Toronto, Canada · 7,721 clientsAsset manager
    BNY 81%
    $6.0B
  30. 1867
    Incline Equity PartnersPittsburgh, PA · 32 clientsPrivate fund adviser
    No custodian reported
    $6.0B
  31. 1870
    Seidler Equity PartnersMarina Del Rey, CA · 32 clientsPrivate fund adviser
    No custodian reported
    $5.9B
  32. 1872
    Westmount Partners, LLCLos Angeles, CA · 1,463 clientsWealth manager
    Schwab 100%
    $5.9B
  33. 1874
    Richmond Capital Management IncRichmond, VA · 166 clientsAsset manager
    Northern Trust 75%Truist Securities 25%
    $5.9B
  34. 1875
    Index Fund Advisors, Inc.Irvine, CA · 2,159 clientsWealth manager
    Schwab 100%
    $5.9B
  35. 1876
    Contour Asset Management LLCNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $5.9B
  36. 1877
    Resource Management Service, LLCBirmingham, AL · 5 clientsAsset manager
    No custodian reported
    $5.9B
  37. 1878
    1888 Investments, LLCDenver, CO · 34 clientsPrivate fund adviser
    No custodian reported
    $5.9B
  38. 1880
    LCN Capital Management, L.P.New York, NY · 36 clientsPrivate fund adviser
    No custodian reported
    $5.9B
  39. 1882
    Deprince, Race & Zollo, Inc.Winter Park, FL · 80 clientsAsset manager
    Northern Trust 49%State Street 31%
    $5.9B
  40. 1883
    GID Multifamily Investment Management LLCAtlanta, GA · 8 clientsPrivate fund adviser
    No custodian reported
    $5.9B

RIAs by state