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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. 2124
    Hamilton CapitalColumbus, OH · 2,963 clientsWealth manager
    Schwab 100%
    $4.9B
  2. 2126
    Fiduciaryvest, LLCAtlanta, GA · 37 clientsAsset manager
    State Street 41%Merrill / Bank of America 38%
    $4.9B
  3. 2128
    Senator Investment Group LPNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $4.9B
  4. 2131
    Granger Management LLCNew York, NY · 15 clientsAsset manager
    Northern Trust 98%
    $4.9B
  5. 2132
    GSA Capital Partners LLPLondon, United Kingdom · 9 clientsPrivate fund adviser
    No custodian reported
    $4.9B
  6. 2133
    Quotient Wealth Partners, LLCDallas, TX · 2,355 clientsWealth manager
    Fidelity 100%
    $4.9B
  7. 2136
    G10 LLCHunt Valley, MD · 138 clientsPrivate fund adviser
    Northern Trust 76%Fidelity 24%
    $4.9B
  8. 2137
    Private Management Group IncIrvine, CA · 3,594 clientsWealth manager
    Schwab 100%
    $4.9B
  9. 2138
    Edgestream Partners, L.P.Princeton, NJ · 3 clientsPrivate fund adviser
    No custodian reported
    $4.9B
  10. 2139
    Ghisallo Capital Management LLCBoston, MA · 6 clientsPrivate fund adviser
    No custodian reported
    $4.9B
  11. 2140
    J. Goldman & Co., L.P.New York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $4.9B
  12. 2141
    Lucid Management and Capital Partners LPNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $4.9B
  13. 2142
    Taconic Capital Advisors LPNew York, NY · 32 clientsPrivate fund adviser
    Barclays Bank PLC 100%
    $4.9B
  14. 2143
    Hill City Capital LPBoston, MA · 6 clientsPrivate fund adviser
    No custodian reported
    $4.9B
  15. 2145
    Pennybacker Capital Management, LLCAustin, TX · 33 clientsPrivate fund adviser
    No custodian reported
    $4.9B
  16. 2146
    Energy Impact Partners LPNew York, NY · 16 clientsPrivate fund adviser
    No custodian reported
    $4.9B
  17. 2147
    Heritage Wealth AdvisorsRichmond, VA · 451 clientsWealth manager
    Fidelity 78%
    $4.9B
  18. 2148
    Brightstar Capital PartnersNew York, NY · 18 clientsPrivate fund adviser
    No custodian reported
    $4.8B
  19. 2150
    Rubicon Technology Management L.L.C.Boulder, CO · 15 clientsPrivate fund adviser
    No custodian reported
    $4.8B
  20. 2151
    Encompass Capital Advisors LLCNew York, NY · 10 clientsPrivate fund adviser
    Morgan Stanley 79%
    $4.8B
  21. 2152
    Chicago Capital, LLCChicago, IL · 838 clientsWealth manager
    Fidelity 86%
    $4.8B
  22. 2153
    Carronade Capital Management, LPDarien, CT · 7 clientsPrivate fund adviser
    No custodian reported
    $4.8B
  23. 2155
    SRB CorporationBoston, MA · 20 clientsAsset manager
    Northern Trust 100%
    $4.8B
  24. 2156
    Siris Capital Group, LLCWest Palm Beach, FL · 10 clientsPrivate fund adviser
    No custodian reported
    $4.8B
  25. 2157
    Star Asia ManagementMount Laurel, NJ · 8 clientsPrivate fund adviser
    No custodian reported
    $4.8B
  26. 2160
    Cidel Asset Management IncToronto, Ontario, Canada · 1,547 clientsAsset manager
    Cidel Trust Company Canada 70%
    $4.8B
  27. 2161
    DME Capital Management, LPNew York, NY · 7 clientsPrivate fund adviser
    Jefferies 100%
    $4.8B
  28. 2162
    Covalis Capital LLPLondon, United Kingdom · 16 clientsPrivate fund adviser
    No custodian reported
    $4.8B
  29. 2163
    Contrarian Capital Management LLCGreenwich, CT · 24 clientsPrivate fund adviser
    J.P. Morgan 79%
    $4.8B
  30. 2164
    Brownson, Rehmus & Foxworth, Inc.Chicago, IL · 263 clientsWealth manager
    Schwab 100%
    $4.8B
  31. 2166
    Foster Group, Inc.West Des Moines, IA · 2,101 clientsWealth manager
    Schwab 92%
    $4.8B
  32. 2169
    Pertento Advisors LLC5 clientsPrivate fund adviser
    No custodian reported
    $4.8B
  33. 2171
    Claros Reit Management LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $4.8B
  34. 2173
    Covalis (gibraltar) LimitedMidtown, Queensway, Gibraltar · 15 clientsPrivate fund adviser
    No custodian reported
    $4.8B
  35. 2175
    East Rock Capital, LLCNew York, NY · 25 clientsPrivate fund adviser
    No custodian reported
    $4.8B
  36. 2178
    Bbam US LPDallas, TX · 28 clientsPrivate fund adviser
    No custodian reported
    $4.8B
  37. 2180
    Mesarete Capital LLPLondon, United Kingdom · 8 clientsPrivate fund adviser
    No custodian reported
    $4.7B
  38. 2182
    Axiom Alternative InvestmentsParis, France · 20 clientsPrivate fund adviser
    No custodian reported
    $4.7B
  39. 2185
    Kinetic Partners Management, LPMiami, FL · 10 clientsPrivate fund adviser
    No custodian reported
    $4.7B
  40. 2186
    Washington Harbour Partners LPArlington, VA · 76 clientsPrivate fund adviser
    No custodian reported
    $4.7B

RIAs by state