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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. 2821
    Alua Capital Management LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $3.0B
  2. 2822
    Chesley, Taft & Associates, LLCChicago, IL · 635 clientsWealth manager
    Schwab 86%
    $3.0B
  3. 2825
    WP Global Partners LLCChicago, IL · 53 clientsPrivate fund adviser
    No custodian reported
    $3.0B
  4. 2826
    Shariaportfolio, Inc.Lake Mary, FL · 935 clientsAsset manager
    Schwab 99%
    $3.0B
  5. 2828
    Argonaut Private Capital, LPTulsa, OK · 8 clientsPrivate fund adviser
    No custodian reported
    $3.0B
  6. 2829
    Barksdale Investment ManagementNashville, TN · 54 clientsAsset manager
    Morgan Stanley 47%
    $3.0B
  7. 2830
    Crownstone Advisory & Investment CorpNew York, NY · 1 clientsAsset manager
    No custodian reported
    $3.0B
  8. 2831
    Allocate Management Company, LLCPalo Alto, CA · 167 clientsPrivate fund adviser
    No custodian reported
    $3.0B
  9. 2832
    Larch Capital Partners LLCMiami, FL · 355 clientsAsset manager
    Banco Santander International 59%Morgan Stanley 41%
    $3.0B
  10. 2834
    Trinity Hunt Management, L.P.Dallas, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $3.0B
  11. 2836
    Northwall Capital LLPLondon, United Kingdom · 25 clientsPrivate fund adviser
    U.S. Bank 100%
    $3.0B
  12. 2837
    DLD Asset Management, LPNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $3.0B
  13. 2838
    Delta GlobalNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $3.0B
  14. 2840
    Baltimore-Washington Financial AdvisorsColumbia, MD · 5,301 clientsWealth manager
    Schwab 100%
    $3.0B
  15. 2841
    Mmbg Investment Advisors Co.Miami, FL · 139 clientsWealth manager
    Morgan Stanley 33%J.P. Morgan 32%
    $3.0B
  16. 2842
    Intellectus Partners, LLCSan Francisco, CA · 206 clientsWealth manager
    Fidelity 100%
    $3.0B
  17. 2843
    Pacific Avenue Capital Partners Management Company LLCManhattan Beach, CA · 16 clientsPrivate fund adviser
    No custodian reported
    $3.0B
  18. 2846
    MontagAtlanta, GA · 503 clientsWealth manager
    Schwab 63%Fidelity 37%
    $3.0B
  19. 2847
    Retirement Income Solutions, Inc.Ann Arbor, MI · 1,274 clientsWealth manager
    Pershing 52%Tiaa-Cref Individual & Institutional Services 48%
    $3.0B
  20. 2849
    Nutter Investment AdvisorsBoston, MA · 26 clientsAsset manager
    Fifth Third Bank 100%
    $3.0B
  21. 2850
    Acorn Advisory Capital, L.P.New York, NY · 7 clientsAsset manager
    BNY 100%
    $3.0B
  22. 2851
    Cardiff Park Advisors363 clientsWealth manager
    Schwab 79%
    $3.0B
  23. 2852
    Sfmg Wealth AdvisorsPlano, TX · 982 clientsWealth manager
    Schwab 79%
    $3.0B
  24. 2853
    Resonant Capital Advisors, LLCMadison, WI · 619 clientsWealth manager
    Schwab 65%Fidelity 35%
    $3.0B
  25. 2854
    Parcion Private Wealth LLCBellevue, WA · 165 clientsWealth manager
    Fidelity 100%
    $3.0B
  26. 2856
    Berger Financial GroupPlymouth, MN · 3,800 clientsWealth manager
    Schwab 100%
    $2.9B
  27. 2858
    IWC Investment Partners A/sCopenhagen, Denmark · 1 clientsAsset manager
    No custodian reported
    $2.9B
  28. 2859
    Point Olema Capital Partners, L.P.San Francisco, CA · 27 clientsWealth manager
    Fidelity 70%Schwab 30%
    $2.9B
  29. 2860
    Birch Hill Investment Advisors LLCBoston, MA · 195 clientsWealth manager
    Schwab 85%
    $2.9B
  30. 2863
    Mane Global Capital Management LPNew York, NY · 5 clientsAsset manager
    Goldman Sachs 34%Morgan Stanley 28%
    $2.9B
  31. 2864
    SJS Investment ServicesSylvania, OH · 1,055 clientsWealth manager
    Schwab 100%
    $2.9B
  32. 2865
    Foster & Motley IncCincinnati, OH · 926 clientsWealth manager
    Schwab 100%
    $2.9B
  33. 2866
    Asset Dedication, LLCSan Francisco, CA · 1,998 clientsWealth manager
    Schwab 75%Fidelity 25%
    $2.9B
  34. 2867
    Northgate Capital, L.P.Danville, CA · 67 clientsPrivate fund adviser
    No custodian reported
    $2.9B
  35. 2869
    Raub Brock Capital Management, LPLarkspur, CA · 141 clientsAsset manager
    Schwab 100%
    $2.9B
  36. 2871
    Windsor Advisory Group, LLCColumbus, OH · 543 clientsWealth manager
    Schwab 100%
    $2.9B
  37. 2872
    Marblegate Asset Management, LLCGreenwich, CT · 31 clientsPrivate fund adviser
    No custodian reported
    $2.9B
  38. 2874
    Bedel Financial Consulting IncIndianapolis, IN · 1,162 clientsWealth manager
    Schwab 81%
    $2.9B
  39. 2877
    Flexpath StrategiesAliso Viejo, CA · 741 clientsAsset manager
    No custodian reported
    $2.9B
  40. 2878
    Radcliff Management LLCNew York, NY · 47 clientsPrivate fund adviser
    No custodian reported
    $2.9B

RIAs by state