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Est. 2026The front page of wealth managementNew York

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4K 55ip Expands Unified Managed Accounts with BlackRockRB 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 Expansion
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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. 2601
    AEA Enterprise Partners Management LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  2. 2603
    FCPChevy Chase, MD · 13 clientsPrivate fund adviser
    State Street 87%
    $3.5B
  3. 2604
    Arbor Investments Management, LLCPalm Beach, FL · 11 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  4. 2606
    Main Post PartnersSan Francisco, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  5. 2608
    Ardea Investment ManagementSydney, NSW, Australia · 10 clientsAsset manager
    State Street 38%Northern Trust 37%Brown Brothers Harriman & Co 25%
    $3.5B
  6. 2609
    Palistar Capital LPNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  7. 2610
    Biltmore Family Office, LLCCharlotte, NC · 86 clientsWealth manager
    Schwab 98%
    $3.5B
  8. 2611
    Morton WealthCalabasas, CA · 1,279 clientsWealth manager
    Schwab 56%Fidelity 44%
    $3.5B
  9. 2612
    Donaldson Capital Management LLCEvansville, IN · 1,838 clientsWealth managerWrap sponsor
    Schwab 100%
    $3.5B
  10. 2613
    Fundrise Advisors, LLCWashington, DC · 402,942 clientsAsset manager
    No custodian reported
    $3.5B
  11. 2614
    Carret Asset Management, LLCNew York, NY · 2,633 clientsAsset manager
    Schwab 45%Fidelity 33%Reliance Trust / FIS Global 23%
    $3.5B
  12. 2617
    Tangency Capital Investment Advisory LTD.Hamilton, Bermuda · 6 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  13. 2618
    Tandem Investment Advisors IncCharleston, SC · 10,432 clientsWealth managerWrap sponsor
    Raymond James 65%Truist Investment Services 35%
    $3.5B
  14. 2619
    Diameter Principal Finance LLCNew York, NY · 1 clientsAsset manager
    No custodian reported
    $3.4B
  15. 2620
    Wedmont Private CapitalWest Chester, PA · 498 clientsWealth manager
    Schwab 100%
    $3.4B
  16. 2621
    Tribe CapitalSan Mateo, CA · 90 clientsPrivate fund adviser
    No custodian reported
    $3.4B
  17. 2623
    Dragonfly Digital Management, LLCSan Francisco, CA · 14 clientsPrivate fund adviser
    No custodian reported
    $3.4B
  18. 2625
    Ecor1 Capital, LLCSan Francisco, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $3.4B
  19. 2626
    Van Berkom and Associates Inc.Montreal, Quebec, Canada · 36 clientsBroker-dealer firm
    No custodian reported
    $3.4B
  20. 2629
    Colter Lewis Investment Partners, LLCGreenwich, CT · 130 clientsWealth manager
    Fidelity 56%J.P. Morgan 23%
    $3.4B
  21. 2630
    Hill Path Capital LPNew York, NY · 25 clientsPrivate fund adviser
    No custodian reported
    $3.4B
  22. 2631
    Caption Management, LLCOklahoma City, OK · 5 clientsPrivate fund adviser
    No custodian reported
    $3.4B
  23. 2632
    Leavell Investment Management, Inc.Mobile, AL · 3,023 clientsWealth manager
    Schwab 100%
    $3.4B
  24. 2633
    Frank, Rimerman Advisors LLCPalo Alto, CA · 106 clientsWealth manager
    Fidelity 61%Schwab 39%
    $3.4B
  25. 2634
    Lakewood Capital Management, LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $3.4B
  26. 2635
    Sound Shore Management IncGreenwich, CT · 370 clientsAsset manager
    J.P. Morgan 45%Goldman Sachs 23%State Street 22%
    $3.4B
  27. 2636
    Fiera Comox Partners IncMontreal, Quebec, Canada · 23 clientsPrivate fund adviser
    No custodian reported
    $3.4B
  28. 2638
    Knox Lane LPSan Francisco, CA · 22 clientsPrivate fund adviser
    No custodian reported
    $3.4B
  29. 2639
    Gauge CapitalSouthlake, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $3.4B
  30. 2641
    Cohen Klingenstein, LLCNew York, NY · 112 clientsPrivate fund adviser
    Oppenheimer & Co. 100%
    $3.4B
  31. 2642
    Upfront VenturesLos Angeles, CA · 25 clientsPrivate fund adviser
    No custodian reported
    $3.4B
  32. 2644
    Sumeru Equity PartnersSan Mateo, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $3.4B
  33. 2645
    Diversis Capital Management, L.P.Los Angeles, CA · 15 clientsPrivate fund adviser
    No custodian reported
    $3.4B
  34. 2648
    Banneker Partners LLCSan Francisco, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $3.4B
  35. 2649
    Colony Family Offices, LLCCharlotte, NC · 656 clientsWealth manager
    Fidelity 100%
    $3.4B
  36. 2650
    Proprium Capital Partners, L.P.Stamford, CT · 10 clientsPrivate fund adviser
    No custodian reported
    $3.4B
  37. 2651
    North Star Asset Management IncNeenah, WI · 3,554 clientsWealth manager
    Schwab 100%
    $3.4B
  38. 2652
    Stokes Family Office LLCNew Orleans, LA · 795 clientsWealth manager
    Fidelity 100%
    $3.4B
  39. 2653
    Summitry, LLCFoster City, CA · 1,327 clientsWealth manager
    Schwab 100%
    $3.4B
  40. 2654
    Ducenta Squared Asset ManagementEl Segundo, CA · 457 clientsAsset manager
    State Street 48%
    $3.3B

RIAs by state