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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. 2239
    Thompson Street Capital Manager LLCSt. Louis, MO · 10 clientsPrivate fund adviser
    No custodian reported
    $4.6B
  2. 2240
    Waud Capital PartnersChicago, IL · 24 clientsPrivate fund adviser
    No custodian reported
    $4.6B
  3. 2241
    Dwight Investment Management LLCSunny Isles Beach, FL · 11 clientsPrivate fund adviser
    Computershare Trust Company 72%U.S. Bank 28%
    $4.6B
  4. 2243
    Conifer Management, LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $4.5B
  5. 2245
    JFG Family OfficeDenver, CO · 164 clientsWealth manager
    Schwab 100%
    $4.5B
  6. 2246
    Hawk Ridge Capital Management LPLos Angeles, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $4.5B
  7. 2247
    SignalfireSan Francisco, CA · 52 clientsPrivate fund adviser
    No custodian reported
    $4.5B
  8. 2248
    H/2 Capital PartnersStamford, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $4.5B
  9. 2253
    Goelzer Investment ManagementCarmel, IN · 695 clientsAsset manager
    Fidelity 100%
    $4.5B
  10. 2254
    OICNew York, NY · 46 clientsPrivate fund adviser
    No custodian reported
    $4.5B
  11. 2255
    Greycroft LPNew York, NY · 26 clientsPrivate fund adviser
    No custodian reported
    $4.5B
  12. 2258
    Venrock Adviser, LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $4.5B
  13. 2259
    Performa Limited (US), LLCCharleston, SC · 47 clientsAsset manager
    Comerica Bank 38%State Street 31%
    $4.5B
  14. 2261
    Clifford Swan Investment CounselorsPasadena, CA · 970 clientsWealth manager
    Schwab 100%
    $4.5B
  15. 2262
    Brighton Park CapitalGreenwich, CT · 14 clientsPrivate fund adviser
    No custodian reported
    $4.5B
  16. 2264
    Elementum Advisors, LLCChicago, IL · 17 clientsPrivate fund adviser
    Northern Trust 100%
    $4.5B
  17. 2266
    Paradigm Biocapital Advisors LPNew York, NY · 4 clientsPrivate fund adviser
    Morgan Stanley 52%J.P. Morgan 27%
    $4.5B
  18. 2267
    CX Institutional, LLCAuburn, IN · 4,560 clientsWealth manager
    Schwab 100%
    $4.5B
  19. 2268
    Luminarx Capital Management LPNew York, NY · 35 clientsPrivate fund adviser
    No custodian reported
    $4.5B
  20. 2269
    Banner Oak Capital Partners, LPDallas, TX · 9 clientsPrivate fund adviser
    No custodian reported
    $4.5B
  21. 2270
    BluespruceChicago, IL · 2 clientsPrivate fund adviser
    No custodian reported
    $4.5B
  22. 2271
    Bienville Capital Management, LLCNew York, NY · 90 clientsAsset manager
    Schwab 100%
    $4.5B
  23. 2272
    Valley Forge Capital ManagementMiami, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $4.4B
  24. 2273
    Applied Finance Capital Management, LLCSan Juan, PR · 19 clientsAsset manager
    No custodian reported
    $4.4B
  25. 2274
    Beacon TrustMorristown, NJ · 2,939 clientsWealth managerBank-affiliated
    No custodian reported
    $4.4B
  26. 2275
    Skyknight Capital, L.P.Burlingame, CA · 21 clientsPrivate fund adviser
    No custodian reported
    $4.4B
  27. 2276
    Bertram Capital Management LLCFoster City, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $4.4B
  28. 2279
    Accredited Investors Wealth ManagementEdina, MN · 947 clientsWealth manager
    Schwab 100%
    $4.4B
  29. 2280
    Next Legacy Management, LLCPortola Valley, CA · 47 clientsPrivate fund adviser
    No custodian reported
    $4.4B
  30. 2282
    Greystone Bridge Lending Fund Manager LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $4.4B
  31. 2283
    Alaska Permanent Capital Management, LLCAnchorage, AK · 90 clientsAsset manager
    Northern Trust 35%Principal Financial Group 33%
    $4.4B
  32. 2285
    Rockland Capital, LPThe Woodlands, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $4.4B
  33. 2286
    LGK Advisors, LLCNew York, NY · 17 clientsPrivate fund adviser
    No custodian reported
    $4.4B
  34. 2287
    Eagletree Capital, LPNew York, NY · 30 clientsPrivate fund adviser
    No custodian reported
    $4.4B
  35. 2288
    Sand Hill Global Advisors, LLCPalo Alto, CA · 572 clientsWealth manager
    Fidelity 60%Schwab 40%
    $4.4B
  36. 2289
    AcresUniondale, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $4.4B
  37. 2292
    Drive Capital LLCColumbus, OH · 21 clientsPrivate fund adviser
    No custodian reported
    $4.4B
  38. 2294
    Syon Capital LLCSan Francisco, CA · 72 clientsWealth manager
    Schwab 100%
    $4.4B
  39. 2295
    Human CapitalSan Francisco, CA · 52 clientsPrivate fund adviser
    No custodian reported
    $4.4B
  40. 2297
    SCI Capital Partners LPLos Angeles, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $4.4B

RIAs by state