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FinancialADVSR

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. 2655
    Marble Capital LPHouston, TX · 17 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  2. 2656
    Warwick Capital Partners (US) LPStamford, CT · 9 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  3. 2657
    Newspring CapitalRadnor, PA · 27 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  4. 2658
    Recognize Partners LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  5. 2659
    Red Cedar Investment ManagementGrand Rapids, MI · 26 clientsAsset manager
    US Bancorp 58%Schwab 26%
    $3.3B
  6. 2662
    VWH Capital Management, LPDallas, TX · 11 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  7. 2664
    Aris InvestingGlenview, IL · 9 clientsAsset manager
    Schwab 100%
    $3.3B
  8. 2665
    Sovereign Investment Advisors LLCPhoenix, AZ · 41 clientsAsset manager
    Schwab 100%
    $3.3B
  9. 2669
    Certuity, LLCNorth Palm Beach, FL · 520 clientsWealth manager
    Schwab 100%
    $3.3B
  10. 2672
    Smash Ventures Management Company LPWest Hollywood, CA · 21 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  11. 2676
    Atalan Capital Partners, LPNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  12. 2677
    Innovia Wealth, LLCGrand Rapids, MI · 804 clientsWealth manager
    Fidelity 74%Schwab 26%
    $3.3B
  13. 2678
    Knightsbridge Advisers LLCBartlesville, OK · 25 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  14. 2679
    Focused Investors LLCLos Angeles, CA · 3 clientsAsset manager
    Northern Trust 53%UBS 47%
    $3.3B
  15. 2680
    Formentera Partners LPAustin, TX · 15 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  16. 2682
    Mudrick CapitalNew York, NY · 49 clientsPrivate fund adviser
    Goldman Sachs 100%
    $3.3B
  17. 2683
    Ridgewood Energy CorporationHouston, TX · 20 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  18. 2684
    Greenvale Capital LLPLondon, United Kingdom · 5 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  19. 2685
    Whitetail Rock Capital Management, LLCLincoln, NE · 4 clientsAsset manager
    Union Bank & Trust 100%
    $3.3B
  20. 2687
    Cinven, Inc.New York, NY · 1 clientsAsset manager
    No custodian reported
    $3.3B
  21. 2688
    Darlington Partners Capital Management, LPGreenbrae, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  22. 2690
    Northeast Investment Management IncBoston, MA · 1,651 clientsWealth manager
    BNY 100%
    $3.3B
  23. 2692
    Basepoint Advisors LLCNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  24. 2693
    Falcon Investment Advisors, LLCBoston, MA · 14 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  25. 2694
    Avantyr Capital Partners, LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  26. 2695
    York Capital ManagementNew York, NY · 17 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  27. 2697
    SBB Research Group LLCNorthbrook, IL · 10 clientsPrivate fund adviser
    J.P. Morgan 39%E*Trade 35%Mesirow Financial 26%
    $3.3B
  28. 2698
    Gates Capital Management, Inc.New York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  29. 2699
    Blbb AdvisorsMontgomeryville, PA · 1,632 clientsWealth manager
    Pershing 73%
    $3.3B
  30. 2700
    Monograph Wealth Advisors, LLCManhattan Beach, CA · 213 clientsWealth manager
    Fidelity 56%Schwab 44%
    $3.2B
  31. 2701
    Advocacy Wealth Management, LLCAtlanta, GA · 1,720 clientsWealth manager
    Reliance Trust 47%Fidelity 41%
    $3.2B
  32. 2702
    Gryphon WealthJacksonville, FL · 695 clientsWealth managerWrap sponsor
    TradePMR / Robinhood 100%
    $3.2B
  33. 2703
    Bharcap Partners, LLCGreenwich, CT · 8 clientsAsset manager
    No custodian reported
    $3.2B
  34. 2705
    Growthcurve Capital LPNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $3.2B
  35. 2707
    Meyer Handelman Company LLCRye Brook, NY · 487 clientsWealth manager
    Citi 79%
    $3.2B
  36. 2708
    Foresite CapitalWest Hollywood, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $3.2B
  37. 2709
    American Realty AdvisorsLos Angeles, CA · 14 clientsPrivate fund adviser
    No custodian reported
    $3.2B
  38. 2710
    LBC Credit PartnersRadnor, PA · 16 clientsPrivate fund adviser
    Computershare Trust Company 100%
    $3.2B
  39. 2712
    Lincoln Advisory Group, LLCChicago, ILAsset manager
    No custodian reported
    $3.2B
  40. 2713
    GCP Investment Advisor, LLCChicago, IL · 11 clientsPrivate fund adviser
    No custodian reported
    $3.2B

RIAs by state