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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. 2303
    Stonehill Capital Management LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $4.3B
  2. 2304
    Voyager Global Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $4.3B
  3. 2305
    Waterton Investment Adviser, L.L.C.Chicago, IL · 17 clientsPrivate fund adviser
    No custodian reported
    $4.3B
  4. 2308
    PCA Investment Advisory Services, Inc.Cincinnati, OH · 1,175 clientsAsset manager
    Fidelity 51%Schwab 37%
    $4.3B
  5. 2310
    Prana Capital Management LPGreenwich, CT · 7 clientsPrivate fund adviser
    No custodian reported
    $4.3B
  6. 2313
    Coronation International LimitedLondon, United Kingdom · 6 clientsPrivate fund adviser
    JPM Chase Bank N.A. London 100%
    $4.3B
  7. 2314
    New Century Advisors, LLCChevy Chase, MD · 42 clientsAsset manager
    State Street 41%BNY 38%
    $4.3B
  8. 2315
    Trillium Asset ManagementBoston, MA · 2,043 clientsWealth manager
    Schwab 81%
    $4.3B
  9. 2316
    Think InvestmentsSan Francisco, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $4.3B
  10. 2317
    Karpus Investment ManagementPittsford, NY · 1,859 clientsWealth manager
    US Bancorp National Association 100%
    $4.3B
  11. 2319
    Sage Financial Group Inc.West Conshohocken, PA · 1,116 clientsWealth manager
    Schwab 100%
    $4.3B
  12. 2320
    Aaron Wealth AdvisorsChicago, IL · 176 clientsWealth manager
    Schwab 100%
    $4.3B
  13. 2321
    Sage Mountain Advisors, LLCAtlanta, GA · 193 clientsWealth manager
    Fidelity 100%
    $4.3B
  14. 2322
    Vibrant Capital Partners, Inc.New York, NY · 28 clientsPrivate fund adviser
    J.P. Morgan 82%
    $4.3B
  15. 2323
    Turtle Creek TrustDallas, TX · 101 clientsWealth manager
    Fidelity 100%
    $4.3B
  16. 2324
    East CapitalStockholm, Sweden · 12,062 clientsPrivate fund adviser
    Citi 100%
    $4.3B
  17. 2329
    Sirenia Capital Management LPMiami Beach, FL · 2 clientsPrivate fund adviser
    J.P. Morgan 100%
    $4.3B
  18. 2331
    Tetragon Financial Management LPNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $4.3B
  19. 2334
    Channing Capital Management, LLCChicago, IL · 78 clientsAsset manager
    Northern Trust 38%BNY 32%J.P. Morgan 30%
    $4.2B
  20. 2335
    Franklin BSP Capital Adviser LLCNew York, NY · 1 clientsAsset manager
    No custodian reported
    $4.2B
  21. 2336
    Tinicum IncorporatedNew York, NY · 15 clientsPrivate fund adviser
    J.P. Morgan 100%
    $4.2B
  22. 2337
    Reynders, McVeigh Capital Management, LLCBoston, MA · 749 clientsWealth manager
    Fidelity 75%Fifth Third Bank 25%
    $4.2B
  23. 2338
    ZWJ Investment Counsel IncAtlanta, GA · 1,058 clientsWealth manager
    Schwab 100%
    $4.2B
  24. 2339
    Willis Investment Counsel IncGainesville, GA · 241 clientsAsset manager
    Pershing 72%Ascensus Broker Dealer Services 28%
    $4.2B
  25. 2340
    Polaris Growth Management, LLCBoston, MA · 18 clientsPrivate fund adviser
    No custodian reported
    $4.2B
  26. 2344
    Halbert HargroveLong Beach, CA · 1,518 clientsWealth manager
    Fidelity 87%
    $4.2B
  27. 2345
    Electron Capital Partners, LLCNew York, NY · 18 clientsPrivate fund adviser
    No custodian reported
    $4.2B
  28. 2346
    Prophet Capital Asset ManagementAustin, TX · 17 clientsAsset manager
    Computershare 100%
    $4.2B
  29. 2348
    Southeast Asset Advisors, LLCThomasville, GA · 334 clientsWealth manager
    Schwab 69%
    $4.2B
  30. 2349
    Truelink Capital Management, LLCLos Angeles, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $4.2B
  31. 2351
    Baxter Capital Management IncIndianapolis, IN · 13 clientsAsset manager
    Keybank 86%
    $4.2B
  32. 2352
    Clear Investment Research, LLCAlpharetta, GA · 132 clientsAsset manager
    Fidelity Management Trust 75%State Street 25%
    $4.2B
  33. 2353
    Eaaa PTE. LimitedSingapore, Singapore · 17 clientsPrivate fund adviser
    No custodian reported
    $4.2B
  34. 2355
    Bonaccord Capital PartnersNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $4.2B
  35. 2356
    Salem Investment Counselors IncWinston Salem, NC · 1,361 clientsWealth manager
    Schwab 100%
    $4.2B
  36. 2357
    Garnett Station PartnersNew York, NY · 27 clientsPrivate fund adviser
    No custodian reported
    $4.2B
  37. 2358
    Whitehaven Asset Management, LPGreenwich, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $4.2B
  38. 2359
    Crossingbridge Advisors, LLCPleasantville, NY · 49 clientsAsset manager
    Northern Trust 60%U.S. Bank 40%
    $4.2B
  39. 2361
    Martingale Asset ManagementBoston, MA · 12 clientsAsset manager
    J.P. Morgan 71%Northern Trust 29%
    $4.2B
  40. 2365
    Tiger Iron Capital, LLCAndover, MA · 15 clientsPrivate fund adviser
    No custodian reported
    $4.2B

RIAs by state