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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. 2422
    Advus Financial Partners, LLCWinter Park, FL · 528 clientsAsset manager
    Fidelity Management Trust 37%Fidelity 32%Empower Trust Co 30%
    $4.0B
  2. 2424
    Nordwand AdvisorsRadnor, PA · 67 clientsWealth manager
    Fidelity 83%
    $4.0B
  3. 2425
    Team Hewins, LLCFoster City, CA · 576 clientsWealth manager
    Schwab 85%
    $4.0B
  4. 2426
    Financial Integrity Advisors, LLCPhiladelphia, PA · 7 clientsAsset manager
    BNY 100%
    $4.0B
  5. 2428
    Pantera CapitalSan Francisco, CA · 35 clientsPrivate fund adviser
    No custodian reported
    $4.0B
  6. 2429
    Stenham Asset Management LimitedSt. Peter Port, Guernsey · 158 clientsPrivate fund adviser
    Northern Trust 69%J.P. Morgan 31%
    $4.0B
  7. 2430
    Glade Brook Capital Partners LLCGreenwich, CT · 40 clientsPrivate fund adviser
    No custodian reported
    $4.0B
  8. 2431
    NWI Management LPNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $4.0B
  9. 2432
    Sterling Investment Partners Advisers, LLCGreenwich, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $3.9B
  10. 2435
    Madison Avenue Partners LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $3.9B
  11. 2436
    Tiger Infrastructure Partners LPNew York, NY · 30 clientsPrivate fund adviser
    No custodian reported
    $3.9B
  12. 2439
    Hildred Capital Management, LLCNew York, NY · 17 clientsPrivate fund adviser
    No custodian reported
    $3.9B
  13. 2441
    Crosslink Capital, Inc.Menlo Park, CA · 33 clientsPrivate fund adviser
    No custodian reported
    $3.9B
  14. 2444
    Clinton Investment Management, LLCStamford, CT · 2,146 clientsWealth managerWrap sponsor
    Merrill / Bank of America 59%Morgan Stanley 41%
    $3.9B
  15. 2445
    IMA Advisory Services, Inc.Denver, CO · 579 clientsAsset manager
    Pershing 74%Schwab 26%
    $3.9B
  16. 2446
    Johnson Sterling, Inc.Birmingham, AL · 365 clientsAsset manager
    No custodian reported
    $3.9B
  17. 2448
    Shaolin Capital Management LLCMiami, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $3.9B
  18. 2449
    S.B. Value Partners, L.P.San Antonio, TX · 56 clientsAsset manager
    Pershing 100%
    $3.9B
  19. 2450
    Two West Capital Advisors LLCOverland Park, KS · 650 clientsAsset manager
    Schwab 65%Fidelity 35%
    $3.9B
  20. 2451
    Middleground CapitalLexington, KY · 24 clientsPrivate fund adviser
    No custodian reported
    $3.9B
  21. 2452
    Highland Capital Management, LLCMemphis, TN · 957 clientsAsset manager
    Argent Trust 33%Salem Trust 26%Schwab 23%
    $3.9B
  22. 2454
    Harbourview Equity Partners, LLCNewark, NJ · 7 clientsPrivate fund adviser
    No custodian reported
    $3.9B
  23. 2455
    140 Summer Partners LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $3.9B
  24. 2457
    Alamo Advisors, LPSan Antonio, TX · 242 clientsWealth manager
    RBC 83%
    $3.9B
  25. 2458
    Cyrus Capital Partners, L.P.New York, NY · 36 clientsPrivate fund adviser
    State Street 98%
    $3.9B
  26. 2459
    Ionic Capital Management LLCNew York, NY · 21 clientsPrivate fund adviser
    No custodian reported
    $3.9B
  27. 2461
    Palisade Capital Management, LPFort Lee, NJ · 1,754 clientsAsset manager
    Fidelity 53%J.P. Morgan 24%Goldman Sachs 23%
    $3.9B
  28. 2463
    Attucks Asset Management, LLCChicago, IL · 16 clientsAsset manager
    State Street 52%Northern Trust 34%
    $3.9B
  29. 2464
    Newview Capital Management, LLCBurlingame, CA · 27 clientsPrivate fund adviser
    No custodian reported
    $3.9B
  30. 2465
    Castle Rock Advisors LLCBoston, MA · 46 clientsWealth manager
    Fidelity 100%
    $3.9B
  31. 2466
    Tages Capital LLPLondon, United Kingdom · 28 clientsPrivate fund adviser
    No custodian reported
    $3.9B
  32. 2470
    Left Lane CapitalBrooklyn, NY · 16 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  33. 2471
    Cormorant Asset Management, LPBoston, MA · 16 clientsPrivate fund adviser
    Morgan Stanley 100%
    $3.8B
  34. 2473
    Norwest Capital Advisors, LLCMinneapolis, MN · 12 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  35. 2475
    Valiant Capital Management, L.P.San Francisco, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  36. 2476
    Avala Global LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  37. 2477
    Watermark Group, Inc.Princeton, NJ · 6 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  38. 2478
    Luminate Capital PartnersSan Francisco, CA · 12 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  39. 2479
    Scopus Asset Management, L.P.New York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  40. 2481
    Henssler FinancialKennesaw, GA · 1,746 clientsWealth manager
    Schwab 100%
    $3.8B

RIAs by state