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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. 2059
    Starr Private Equity Partners, LLCNew York, NY · 25 clientsPrivate fund adviser
    No custodian reported
    $5.1B
  2. 2060
    Crescent Real Estate LLCFort Worth, TX · 43 clientsPrivate fund adviser
    No custodian reported
    $5.1B
  3. 2061
    Tomales Bay Capital43 clientsPrivate fund adviser
    No custodian reported
    $5.1B
  4. 2063
    Serent Capital Management Company, L.L.C.San Francisco, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $5.1B
  5. 2064
    Duration Capital Partners LLCNew York, NY · 22 clientsPrivate fund adviser
    No custodian reported
    $5.1B
  6. 2068
    Baypine Holdings LPBoston, MA · 9 clientsPrivate fund adviser
    No custodian reported
    $5.1B
  7. 2069
    Eversource Wealth Advisors, LLCBirmingham, AL · 4,338 clientsWealth manager
    Schwab 65%Fidelity 35%
    $5.1B
  8. 2070
    Moran Wealth Management, LLCNaples, FL · 1,694 clientsWealth manager
    Pershing 100%
    $5.1B
  9. 2071
    TaikoChicago, IL · 12 clientsAsset manager
    Schwab 100%
    $5.1B
  10. 2073
    Indus Capital Partners, LLCNew York, NY · 17 clientsPrivate fund adviser
    J.P. Morgan 35%Morgan Stanley 34%
    $5.1B
  11. 2074
    New England Private Wealth Advisors, LLCWellesley, MA · 434 clientsWealth manager
    Fidelity 53%Schwab 47%
    $5.1B
  12. 2075
    Pennington Partners & Co., LLCBethesda, MD · 112 clientsWealth manager
    Fidelity 60%Schwab 40%
    $5.1B
  13. 2076
    BakeravenueSan Francisco, CA · 1,024 clientsWealth manager
    Fidelity 74%Schwab 26%
    $5.1B
  14. 2077
    Carrington Capital Management, LLCOld Greenwich, CT · 14 clientsAsset manager
    No custodian reported
    $5.1B
  15. 2080
    Metropolis Capital LimitedAmersham, Buckinghamshire, United Kingdom · 11 clientsPrivate fund adviser
    State Street 54%Northern Trust 24%
    $5.1B
  16. 2081
    First Foundation AdvisorsIrvine, CA · 1,316 clientsWealth managerBank-affiliated
    Schwab 100%
    $5.1B
  17. 2084
    Percheron CapitalSan Francisco, CA · 14 clientsPrivate fund adviser
    No custodian reported
    $5.1B
  18. 2085
    TCG Crossover Management, LLCPalo Alto, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $5.1B
  19. 2086
    Wellspring Family OfficeCleveland, OH · 148 clientsWealth manager
    Fidelity 100%
    $5.1B
  20. 2087
    Three Bell Capital LLCDallas, TX · 628 clientsAsset manager
    Schwab 100%
    $5.1B
  21. 2089
    Maplelane Capital, LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $5.0B
  22. 2090
    Daymark Wealth Partners, LLCCincinnati, OH · 2,107 clientsWealth manager
    Fidelity 57%Schwab 43%
    $5.0B
  23. 2092
    Luxor Capital Group, LPNew York, NY · 37 clientsPrivate fund adviser
    Goldman Sachs 37%J.P. Morgan 34%Schwab 29%
    $5.0B
  24. 2093
    TFO Family Office PartnersPhoenix, AZ · 306 clientsWealth manager
    Schwab 100%
    $5.0B
  25. 2095
    MSR Capital Partners, LLCNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $5.0B
  26. 2096
    Wellspring Capital Advisors, LLC14 clientsAsset manager
    No custodian reported
    $5.0B
  27. 2100
    Kirkoswald Capital Management LimitedLondon, United Kingdom · 17 clientsPrivate fund adviser
    No custodian reported
    $5.0B
  28. 2101
    Finepoint Capital LPBoston, MA · 2 clientsPrivate fund adviser
    No custodian reported
    $5.0B
  29. 2105
    Graham Partners, LLCNewtown Square, PA · 31 clientsPrivate fund adviser
    No custodian reported
    $5.0B
  30. 2106
    Fiera Capital (UK) LimitedLondon, United Kingdom · 6 clientsPrivate fund adviser
    No custodian reported
    $5.0B
  31. 2107
    Meridian Wealth Management, LLCLexington, KY · 5,533 clientsWealth manager
    Schwab 54%Pershing 42%
    $5.0B
  32. 2109
    Advance Capital Management IncSouthfield, MI · 7,365 clientsWealth manager
    Schwab 100%
    $5.0B
  33. 2110
    JVP ManagementNew York, NY · 49 clientsPrivate fund adviser
    TD Bank 49%Flagstar Bank 28%Valley National Bank 23%
    $5.0B
  34. 2112
    Hound PartnersNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $5.0B
  35. 2113
    Slavic Mutual Funds Management Corp.Boca Raton, FL · 655 clientsAsset manager
    Fidelity 76%American Trust Custody 24%
    $5.0B
  36. 2115
    Empyrean Capital Partners, LPLos Angeles, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $5.0B
  37. 2117
    Maseco Private WealthLondon, United Kingdom · 3,510 clientsWealth managerPublic-company owned
    Pershing 82%
    $5.0B
  38. 2119
    Destination Wealth ManagementWalnut Creek, CA · 2,299 clientsWealth manager
    Schwab 100%
    $4.9B
  39. 2120
    Vittoria and Partners LLPLondon, United Kingdom · 16 clientsPrivate fund adviser
    No custodian reported
    $4.9B
  40. 2121
    Impactassets Capital Partners PB LLCBethesda, MD · 1 clientsAsset manager
    Schwab 55%Northern Trust 36%
    $4.9B

RIAs by state