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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. 2771
    Windjammer Capital InvestorsNewport Beach, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $3.1B
  2. 2772
    Eagle Global Advisors LLCHouston, TX · 366 clientsWealth manager
    Fidelity Distributors Company 70%SEI 30%
    $3.1B
  3. 2773
    Logan Capital Management, Inc.Newtown Square, PA · 1,897 clientsAsset manager
    Schwab 50%Truist 50%
    $3.1B
  4. 2775
    Ampersand Capital PartnersBoston, MA · 4 clientsPrivate fund adviser
    No custodian reported
    $3.1B
  5. 2776
    Calera Capital Advisors, LPSan Francisco, CA · 15 clientsPrivate fund adviser
    No custodian reported
    $3.1B
  6. 2777
    Cooper Creek Partners Management LLCNew York, NY · 7 clientsPrivate fund adviser
    Northern Trust 82%
    $3.1B
  7. 2778
    Oakmont Capital Management, LLCOakmont, PA · 324 clientsAsset manager
    PNC Wealth Management 49%
    $3.1B
  8. 2780
    Red Door Wealth Management, LLCMemphis, TN · 955 clientsWealth manager
    Schwab 100%
    $3.1B
  9. 2781
    Greywolf Capital Management LPPurchase, NY · 48 clientsPrivate fund adviser
    No custodian reported
    $3.1B
  10. 2782
    Thompson Investment Management, Inc.Madison, WI · 485 clientsAsset manager
    Schwab 73%Fidelity 27%
    $3.1B
  11. 2783
    Gleneagles Investment Advisors, LLCAtlanta, GA · 51 clientsWealth manager
    No custodian reported
    $3.1B
  12. 2784
    PAN Capital Management LPHouston, TX · 11 clientsPrivate fund adviser
    No custodian reported
    $3.1B
  13. 2785
    1900 WealthSan Antonio, TX · 496 clientsWealth managerBank-affiliated
    Schwab 72%Fifth Third Securities 28%
    $3.1B
  14. 2786
    Cinctive Capital Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $3.1B
  15. 2787
    Emerald Lake Capital Management, L.P.Santa Monica, CA · 15 clientsPrivate fund adviser
    No custodian reported
    $3.1B
  16. 2788
    GHP Investment Advisors IncDenver, CO · 1,234 clientsWealth manager
    Schwab 100%
    $3.1B
  17. 2789
    Disciplina Capital Management, LLCNashville, TN · 21 clientsAsset manager
    U.S. Bank 58%UBS 23%
    $3.1B
  18. 2791
    Berkeley Partners Management, LLCOakland, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $3.1B
  19. 2792
    Z Capital Group, L.L.C.New York, NY · 25 clientsPrivate fund adviser
    No custodian reported
    $3.1B
  20. 2794
    Gamut Capital Management, L.P.New York, NY · 17 clientsPrivate fund adviser
    No custodian reported
    $3.0B
  21. 2796
    Anson Funds Management LPDallas, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $3.0B
  22. 2798
    Anthos CapitalSanta Monica, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $3.0B
  23. 2799
    PRP Real Assets Advisors, LLCWashington, DC · 23 clientsPrivate fund adviser
    No custodian reported
    $3.0B
  24. 2800
    Abrams Bison Investments, L.L.C.Bethesda, MD · 3 clientsPrivate fund adviser
    No custodian reported
    $3.0B
  25. 2801
    Cornerstone Advisors, LLCAsheville, NC · 2 clientsAsset manager
    No custodian reported
    $3.0B
  26. 2803
    Compass Group Management LLCWestport, CTAsset manager
    No custodian reported
    $3.0B
  27. 2804
    Pharmakon Advisors, LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $3.0B
  28. 2805
    Jadian Capital, LPStamford, CT · 43 clientsPrivate fund adviser
    No custodian reported
    $3.0B
  29. 2806
    Overland Advisors, LLCNew York, NY · 2 clientsAsset manager
    No custodian reported
    $3.0B
  30. 2807
    Obermeyer Wealth PartnersAspen, CO · 1,157 clientsWealth manager
    Schwab 89%
    $3.0B
  31. 2808
    Pittenger & Anderson IncLincoln, NE · 920 clientsWealth manager
    Schwab 100%
    $3.0B
  32. 2809
    Gibson Capital, LLCWexford, PA · 247 clientsWealth manager
    Fidelity 100%
    $3.0B
  33. 2810
    Paradigm Global InvestorsDallas, TXAsset manager
    No custodian reported
    $3.0B
  34. 2811
    Carrick Lane LLCNew York, NY · 656 clientsWealth manager
    Fidelity 70%Schwab 30%
    $3.0B
  35. 2812
    New Republic PartnersCharlotte, NC · 108 clientsAsset manager
    Schwab 100%
    $3.0B
  36. 2813
    Landscape Capital Management LLCEnglewood, NJ · 7 clientsPrivate fund adviser
    UBS 58%J.P. Morgan 42%
    $3.0B
  37. 2814
    Adams Diversified Equity Fund, Inc.Baltimore, MD · 1 clientsAsset manager
    No custodian reported
    $3.0B
  38. 2815
    Strategic Global Advisors, LLCNewport Beach, CA · 11 clientsAsset manager
    State Street 43%Northern Trust 33%BNY 25%
    $3.0B
  39. 2817
    Globalt InvestmentsAtlanta, GA · 3,248 clientsWealth managerWrap sponsor
    Fidelity 100%
    $3.0B
  40. 2820
    Elm WealthPhiladelphia, PA · 655 clientsWealth manager
    Fidelity 54%Schwab 35%
    $3.0B

RIAs by state