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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. 1884
    Trilantic North AmericaNew York, NY · 25 clientsPrivate fund adviser
    No custodian reported
    $5.9B
  2. 1885
    Anomaly Capital Management, LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $5.9B
  3. 1886
    HG Vora Capital Management, LLCNew York, NY · 30 clientsPrivate fund adviser
    No custodian reported
    $5.9B
  4. 1887
    PitcairnConshohocken, PA · 330 clientsWealth manager
    Fidelity 94%
    $5.9B
  5. 1888
    American Assets Investment Management, LLCSan Diego, CA · 12 clientsAsset manager
    J.P. Morgan 100%
    $5.9B
  6. 1889
    Complus Asset Management LimitedHong Kong, Hong Kong · 6 clientsPrivate fund adviser
    J.P. Morgan 100%
    $5.9B
  7. 1890
    Complus Asset Management (UK) LimitedLondon, United Kingdom · 6 clientsPrivate fund adviser
    J.P. Morgan 100%
    $5.9B
  8. 1891
    Complus Asset Management (singapore) PTE. LTD.Singapore, Singapore · 6 clientsPrivate fund adviser
    J.P. Morgan 100%
    $5.9B
  9. 1893
    Mainstreet AdvisorsChicago, IL · 58 clientsAsset manager
    No custodian reported
    $5.9B
  10. 1894
    K5 Global Advisor LLC90 clientsPrivate fund adviser
    No custodian reported
    $5.8B
  11. 1895
    Evanson Financial, LLC DBA Evanson Asset Management980 clientsWealth manager
    Schwab 87%
    $5.8B
  12. 1896
    Torchlight Investors, LLCNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $5.8B
  13. 1897
    Sun Capital Advisors, L.P.Boca Raton, FL · 16 clientsPrivate fund adviser
    No custodian reported
    $5.8B
  14. 1898
    LEE Equity Partners, LLCNew York, NY · 30 clientsPrivate fund adviser
    No custodian reported
    $5.8B
  15. 1899
    The Linonia Partnership LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $5.8B
  16. 1900
    GC Wealth Management RIA, LLCCambridge, MA · 247 clientsWealth manager
    Fidelity 100%
    $5.8B
  17. 1901
    Sabal Investment Advisors, LLCIrvine, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $5.8B
  18. 1902
    Axium Infrastructure US Inc.New York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $5.8B
  19. 1903
    Saluda Grade Asset Management LLCNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $5.8B
  20. 1905
    Millstreet Capital Management LLCBoston, MA · 2 clientsPrivate fund adviser
    State Street 100%
    $5.8B
  21. 1907
    SYM Financial AdvisorsWinona Lake, IN · 1,959 clientsWealth manager
    Schwab 79%
    $5.8B
  22. 1908
    Prospect RidgeNew York, NY · 30 clientsPrivate fund adviser
    No custodian reported
    $5.8B
  23. 1909
    Fairmount Funds Management LLCWest Conshohocken, PA · 4 clientsPrivate fund adviser
    No custodian reported
    $5.8B
  24. 1910
    Aetos Alternatives ManagementNew York, NY · 104 clientsAsset manager
    State Street 100%
    $5.8B
  25. 1911
    Stepstone Group Private Debt LLCLa Jolla, CA · 9 clientsAsset manager
    No custodian reported
    $5.8B
  26. 1913
    Chenavari Investment ManagersLondon, United Kingdom · 28 clientsPrivate fund adviser
    No custodian reported
    $5.8B
  27. 1914
    Threadline WealthBellevue, WA · 1,246 clientsWealth manager
    Schwab 97%
    $5.8B
  28. 1915
    Aquamarine Financial (cayman) LTDGrand Cayman, Cayman Islands · 7 clientsPrivate fund adviser
    CBH Compagnie Bancaire Helvetique SA 100%
    $5.8B
  29. 1916
    Buckhead Capital Management, LLCAtlanta, GA · 203 clientsAsset manager
    Principal Securities 27%US Bancorp National Association 22%Northern Trust 22%BNY 22%
    $5.8B
  30. 1917
    Obra Capital Management, LLC.New York, NY · 64 clientsPrivate fund adviser
    Citi 53%Bank of NY Mellon 47%
    $5.7B
  31. 1918
    Solamere Capital, LLCBoston, MA · 29 clientsPrivate fund adviser
    No custodian reported
    $5.7B
  32. 1921
    Becker Capital Management, Inc.Portland, OR · 841 clientsWealth manager
    Schwab 80%
    $5.7B
  33. 1922
    Dalton Investments, Inc.El Segundo, CA · 40 clientsPrivate fund adviser
    BNY 41%State Street 36%Northern Trust 22%
    $5.7B
  34. 1923
    Leadenhall Capital PartnersLondon, United Kingdom · 20 clientsPrivate fund adviser
    BNY 64%Northern Trust 36%
    $5.7B
  35. 1924
    Longpoint Partners LPBoston, MA · 11 clientsPrivate fund adviser
    No custodian reported
    $5.7B
  36. 1925
    Acadian Asset ManagementSydney , NSW, Australia · 13 clientsAsset manager
    No custodian reported
    $5.7B
  37. 1927
    Dynamic Beta Investments LLCGreenwich, CT · 7 clientsAsset manager
    No custodian reported
    $5.7B
  38. 1928
    Cortland Investment Management, LLCAtlanta, GA · 8 clientsPrivate fund adviser
    No custodian reported
    $5.7B
  39. 1929
    Metis Global Partners, LLCSan Diego, CA · 18 clientsPrivate fund adviser
    State Street 63%Northern Trust 37%
    $5.7B
  40. 1930
    Klingman and Associates, LLCNew York, NY · 709 clientsWealth manager
    Raymond James 76%Principal Securities 24%
    $5.7B

RIAs by state