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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. 1987
    Tailwind CapitalNew York, NY · 22 clientsPrivate fund adviser
    No custodian reported
    $5.4B
  2. 1990
    Sands Capital Alternatives, LLCArlington, VA · 34 clientsPrivate fund adviser
    BNY 66%CIBC Mellon Trust 34%
    $5.4B
  3. 1991
    Constellation Wealth AdvisorsCincinnati, OH · 417 clientsWealth manager
    Schwab 100%
    $5.4B
  4. 1992
    HQ Capital Private Equity LLCMiami, FL · 50 clientsPrivate fund adviser
    No custodian reported
    $5.4B
  5. 1995
    Quiet Capital Management, LLCSan Francisco, CA · 62 clientsPrivate fund adviser
    No custodian reported
    $5.4B
  6. 1997
    Silver Rock Financial LPLos Angeles, CA · 28 clientsPrivate fund adviser
    J.P. Morgan 69%Northern Trust 31%
    $5.4B
  7. 1998
    Cornell CapitalNew York, NY · 20 clientsPrivate fund adviser
    No custodian reported
    $5.4B
  8. 1999
    Ashoka Whiteoak Capital PTE. LTD.Samsung Hub, Singapore · 8 clientsPrivate fund adviser
    J.P. Morgan 81%
    $5.4B
  9. 2001
    Sofinnova Investments, Inc.Menlo Park, CA · 20 clientsPrivate fund adviser
    Goldman Sachs 54%Merrill / Bank of America 29%
    $5.4B
  10. 2002
    TCI Wealth Advisors, Inc.Tucson, AZ · 3,268 clientsWealth manager
    Schwab 100%
    $5.4B
  11. 2005
    Cove Hill Partners, L.P.Boston, MA · 11 clientsPrivate fund adviser
    No custodian reported
    $5.4B
  12. 2006
    Mantle Ridge LPNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $5.3B
  13. 2009
    David Vaughan Investments, LLCPeoria, IL · 1,240 clientsWealth managerBank-affiliated
    Schwab 100%
    $5.3B
  14. 2010
    Arena Capital AdvisorsLos Angeles, CA · 40 clientsPrivate fund adviser
    No custodian reported
    $5.3B
  15. 2012
    Family Manage LLCNew York, NY · 761 clientsAsset manager
    Pershing 97%
    $5.3B
  16. 2013
    Mainstay Capital Management, LLCGrand Blanc, MI · 3,454 clientsWealth manager
    Schwab 99%
    $5.3B
  17. 2015
    Pamlico CapitalCharlotte, NC · 7 clientsPrivate fund adviser
    No custodian reported
    $5.3B
  18. 2020
    Denham Capital Management LPBoston, MA · 12 clientsPrivate fund adviser
    No custodian reported
    $5.3B
  19. 2021
    Alumina Investment ManagementCharlotte, NCAsset manager
    BNY 100%
    $5.3B
  20. 2022
    MHR Fund Management LLCNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $5.3B
  21. 2023
    Zais GroupHolmdel, NJ · 30 clientsPrivate fund adviser
    State Street 59%The Bank of NY Mellon 41%
    $5.3B
  22. 2024
    Dextra PartnersNew York, NY · 14 clientsPrivate fund adviser
    No custodian reported
    $5.3B
  23. 2025
    Caledonia (private) Investments PTY LimitedSydney, Australia · 42 clientsPrivate fund adviser
    UBS 44%J.P. Morgan 23%
    $5.3B
  24. 2026
    Value Partners Hong Kong LimitedHong Kong, Hong Kong · 28 clientsPrivate fund adviser
    No custodian reported
    $5.2B
  25. 2028
    Glendon Capital Management L.P.Santa Monica, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $5.2B
  26. 2029
    Zimmer Partners, LPNew York, NY · 16 clientsPrivate fund adviser
    Barclays Capital 100%
    $5.2B
  27. 2030
    Investment Management GroupBillings, MT · 1,532 clientsAsset manager
    Schwab 100%
    $5.2B
  28. 2031
    Spruce House Investment Management LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $5.2B
  29. 2032
    Forest Investment AssociatesAtlanta, GA · 16 clientsAsset manager
    No custodian reported
    $5.2B
  30. 2033
    Standard Investments LLCNew York, NY · 14 clientsPrivate fund adviser
    Merrill / Bank of America 100%
    $5.2B
  31. 2034
    HC Capital Partners, LLCWest Conshohocken, PA · 29 clientsPrivate fund adviser
    No custodian reported
    $5.2B
  32. 2037
    Skye Global Management LPWest Palm Beach, FL · 3 clientsPrivate fund adviser
    Goldman Sachs 100%
    $5.2B
  33. 2038
    Twin Bridge Capital Partners, LLCChicago, IL · 13 clientsPrivate fund adviser
    No custodian reported
    $5.2B
  34. 2043
    Paine Schwartz Partners, LLCNew York, NY · 18 clientsPrivate fund adviser
    No custodian reported
    $5.2B
  35. 2047
    Leading Edge Investment Advisors,llcSan Francisco, CA · 12 clientsAsset manager
    State Street 71%
    $5.2B
  36. 2050
    Asset Strategy Consultants LLCHunt Valley, MD · 48 clientsAsset manager
    No custodian reported
    $5.2B
  37. 2054
    Radcliffe Capital Management, L.P.Bala Cynwyd, PA · 24 clientsPrivate fund adviser
    State Street 38%TD Prime Services 32%BNY 31%
    $5.1B
  38. 2056
    Gemspring Capital Management, LPWestport, CT · 15 clientsPrivate fund adviser
    No custodian reported
    $5.1B
  39. 2057
    Nexus Capital Management LPLos Angeles, CA · 15 clientsPrivate fund adviser
    No custodian reported
    $5.1B
  40. 2058
    NUT Tree Capital Management, LPNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $5.1B

RIAs by state