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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. 2366
    Acon Equity Management L.L.C.Washington, DC · 23 clientsPrivate fund adviser
    No custodian reported
    $4.2B
  2. 2368
    Revelar Capital LLCNew York, NY · 16 clientsPrivate fund adviser
    No custodian reported
    $4.2B
  3. 2369
    Wescott Financial Advisory Group LLCPhiladelphia, PA · 787 clientsWealth manager
    Schwab 61%Fidelity Distributors Company 39%
    $4.2B
  4. 2370
    Aprio Wealth Management, LLCAtlanta, GA · 1,699 clientsWealth manager
    Schwab 82%
    $4.2B
  5. 2371
    Flaherty & Crumrine IncorporatedPasadena, CA · 16 clientsAsset manager
    BNY 54%J.P. Morgan 30%
    $4.1B
  6. 2372
    Steelpeak Wealth, LLCLos Angeles, CA · 2,428 clientsWealth manager
    Schwab 100%
    $4.1B
  7. 2373
    North Reef Capital Management LPLaguna Beach, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $4.1B
  8. 2377
    Archpoint InvestorsCoral Gables, FL · 38 clientsWealth manager
    J.P. Morgan 37%Fidelity 34%Schwab 28%
    $4.1B
  9. 2378
    Northwest Asset ManagementMercer Island, WA · 2,776 clientsWealth manager
    Fidelity 63%Schwab 37%
    $4.1B
  10. 2380
    Parkway Advisors, L.P.Abilene, TX · 58 clientsAsset manager
    Raymond James 87%
    $4.1B
  11. 2381
    Evolution Credit Partners Management, LLCBoston, MA · 35 clientsPrivate fund adviser
    J.P. Morgan 100%
    $4.1B
  12. 2382
    Blue Wolf Capital Partners LLCNew York, NY · 16 clientsPrivate fund adviser
    No custodian reported
    $4.1B
  13. 2383
    Capital Generation Partners LLPLondon, United Kingdom · 30 clientsAsset manager
    Edmond De Rothschild (europe) 100%
    $4.1B
  14. 2385
    Senvest Management, LLCNew York, NY · 8 clientsPrivate fund adviser
    Goldman Sachs 100%
    $4.1B
  15. 2386
    Finaccess Advisors LLCMiami, FL · 101 clientsPrivate fund adviser
    Banco Santander International 78%
    $4.1B
  16. 2387
    Gerber Kawasaki Wealth & Investment ManagementSanta Monica, CA · 9,624 clientsWealth manager
    LPL Financial 100%
    $4.1B
  17. 2389
    FFLSan Francisco, CA · 30 clientsPrivate fund adviser
    No custodian reported
    $4.1B
  18. 2390
    Castleknight Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $4.1B
  19. 2391
    Performance WealthHinsdale, IL · 953 clientsWealth managerWrap sponsor
    Schwab 100%
    $4.1B
  20. 2392
    Fundamental Advisors LPNew York, NY · 14 clientsPrivate fund adviser
    No custodian reported
    $4.1B
  21. 2393
    Wildcat Capital Management, LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $4.1B
  22. 2396
    Peregrine Capital Management, LLCMinneapolis, MN · 30 clientsAsset manager
    BNY 50%State Street 25%Northern Trust 25%
    $4.1B
  23. 2398
    AQS Asset Management, L.L.C.Austin, TX · 11 clientsAsset manager
    Northwest Bank 81%
    $4.1B
  24. 2400
    Promanage, LLCChicago, IL · 3 clientsAsset manager
    Fidelity 100%
    $4.1B
  25. 2401
    NZS Capital LLCDenver, CO · 6 clientsPrivate fund adviser
    Citi 76%BNY 24%
    $4.1B
  26. 2404
    Hudson Structured Capital Management LTD.Stamford, CT · 33 clientsPrivate fund adviser
    No custodian reported
    $4.0B
  27. 2405
    Cardinal Capital Management, Inc.Winnipeg, Canada · 3,444 clientsWealth manager
    Nbin 77%State Street 23%
    $4.0B
  28. 2406
    Altamont Capital PartnersPalo Alto, CA · 31 clientsPrivate fund adviser
    No custodian reported
    $4.0B
  29. 2407
    Permcap Investment OfficeCharleston, SC · 65 clientsWealth manager
    Schwab 63%Pershing 37%
    $4.0B
  30. 2408
    Waterous Energy Fund Management (US), LLCHouston, TX · 12 clientsPrivate fund adviser
    No custodian reported
    $4.0B
  31. 2409
    Valor Advisors LLCMiami, FL · 66 clientsWealth manager
    J.P. Morgan 80%
    $4.0B
  32. 2410
    BT Family Office, LLCAtlanta, GA · 10 clientsWealth manager
    BNY 63%J.P. Morgan 37%
    $4.0B
  33. 2411
    Mainsail PartnersAustin, TX · 14 clientsPrivate fund adviser
    No custodian reported
    $4.0B
  34. 2413
    Intermede Investment Partners LimitedLondon, United Kingdom · 15 clientsAsset manager
    BNP Paribas 37%Northern Trust 36%J.P. Morgan 27%
    $4.0B
  35. 2415
    New Frontier Advisors, LLCBoston, MA · 122 clientsAsset manager
    Schwab 84%
    $4.0B
  36. 2416
    Argent Capital Management LLCClayton, MO · 1,160 clientsWealth manager
    Schwab 50%Commerce Bancshares 50%
    $4.0B
  37. 2418
    Truarc Partners, LPNew York, NY · 23 clientsPrivate fund adviser
    No custodian reported
    $4.0B
  38. 2419
    Tailwater CapitalDallas, TX · 21 clientsPrivate fund adviser
    No custodian reported
    $4.0B
  39. 2420
    Winthrop Capital ManagementCarmel, IN · 529 clientsAsset manager
    State Street 84%
    $4.0B
  40. 2421
    Brentwood Private Equity, LLCLos Angeles, CA · 23 clientsPrivate fund adviser
    No custodian reported
    $4.0B

RIAs by state