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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. 2482
    Matter Family OfficeSt Louis, MO · 229 clientsWealth manager
    Schwab 100%
    $3.8B
  2. 2484
    Timucuan Asset Management IncJacksonville, FL · 621 clientsWealth manager
    Fidelity 89%
    $3.8B
  3. 2487
    Alken Asset Management LTDLondon, United Kingdom · 10 clientsPrivate fund adviser
    Pictet & CIE (europe) S.A. 90%
    $3.8B
  4. 2489
    St. Germain Investment ManagementSpringfield, MA · 6,722 clientsWealth manager
    Capital Client Group 100%
    $3.8B
  5. 2490
    Harbor Group International, LLCNorfolk, VA · 96 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  6. 2491
    Seniors Housing Fund Manager LLCToledo, OH · 8 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  7. 2492
    Integral ILS LTD.Hamilton, Bermuda · 10 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  8. 2494
    Sentinel Fund Advisors, Inc.New York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  9. 2495
    Cape ANN Asset ManagementLondon, United Kingdom · 4 clientsPrivate fund adviser
    Northern Trust 100%
    $3.8B
  10. 2498
    M-One CapitalOmaha, NE · 11 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  11. 2499
    Neos Partners, LPSan Diego, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  12. 2500
    Plexus CapitalRaleigh, NC · 17 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  13. 2502
    Bedford Ridge CapitalNew York, NY · 14 clientsPrivate fund adviser
    J.P. Morgan 100%
    $3.8B
  14. 2504
    10th Lane Partners, LPNew York, NY · 26 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  15. 2505
    Vector Capital Management, L.P.San Francisco, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  16. 2506
    Forest Capital Management, LLCChicago, IL · 118 clientsAsset manager
    No custodian reported
    $3.8B
  17. 2507
    Kingswood Capital Management, L.P.Los Angeles, CA · 16 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  18. 2508
    Avanath Capital Management, LLCIrvine, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $3.7B
  19. 2509
    Transwestern InvestmentsDallas, TX · 7 clientsAsset manager
    No custodian reported
    $3.7B
  20. 2510
    CFT Capital Management, LLCLos Angeles, CA · 3 clientsAsset manager
    No custodian reported
    $3.7B
  21. 2511
    Howland Capital Management LLCBoston, MA · 1,310 clientsWealth manager
    National Advisors Trust 66%Schwab 34%
    $3.7B
  22. 2516
    Argosy CapitalWayne, PA · 51 clientsPrivate fund adviser
    No custodian reported
    $3.7B
  23. 2518
    Proterra Investment Partners LPMinneapolis, MN · 28 clientsPrivate fund adviser
    U.S. Bank 100%
    $3.7B
  24. 2519
    Falfurrias Management Partners LPCharlotte, NC · 7 clientsPrivate fund adviser
    No custodian reported
    $3.7B
  25. 2521
    Oncap Management Partners L.P.Toronto, Canada · 17 clientsPrivate fund adviser
    No custodian reported
    $3.7B
  26. 2522
    Wealth ManagementNorfolk, NE · 4,751 clientsAsset manager
    Schwab 100%
    $3.7B
  27. 2523
    Anchorage Capital Group, L.L.C.New York, NY · 38 clientsPrivate fund adviser
    Goldman Sachs 100%
    $3.7B
  28. 2526
    Midocean US Advisor, L.P.New York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $3.7B
  29. 2528
    57 Stars LLCArlington, VA · 15 clientsPrivate fund adviser
    No custodian reported
    $3.7B
  30. 2529
    Greenvale Capital LP4 clientsPrivate fund adviser
    No custodian reported
    $3.7B
  31. 2530
    Merit Energy CompanyDallas, TX · 12 clientsPrivate fund adviser
    No custodian reported
    $3.7B
  32. 2531
    The Welch Group, LLCBirmingham, AL · 1,450 clientsWealth manager
    Schwab 100%
    $3.7B
  33. 2532
    Stevens Capital Management LPRadnor, PA · 4 clientsPrivate fund adviser
    No custodian reported
    $3.7B
  34. 2533
    Fourth Sail Capital US LPBoca Raton, FL · 7 clientsPrivate fund adviser
    No custodian reported
    $3.7B
  35. 2536
    Lumint CorporationBoston, MAAsset manager
    No custodian reported
    $3.7B
  36. 2537
    Soleus Capital Management, L.P.Greenwich, CT · 14 clientsPrivate fund adviser
    No custodian reported
    $3.7B
  37. 2538
    TGM Associates L.P.New York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $3.7B
  38. 2539
    Caledonia US, LPNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $3.7B
  39. 2543
    Mozaic, LLCBeverly Hills, CA · 93 clientsWealth manager
    J.P. Morgan 68%Fiduciary Trust Company, International 32%
    $3.6B
  40. 2544
    Infrastructure Capital Advisors, LLCNew York, NY · 10 clientsAsset manager
    Interactive Brokers 100%
    $3.6B

RIAs by state