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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. 2932
    Ardmore Road Asset Management LPWestport, CT · 14 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  2. 2935
    Pamplona Capital Management LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  3. 2936
    Basswood Capital Management, L.L.C.New York, NY · 11 clientsPrivate fund adviser
    Morgan Stanley 72%J.P. Morgan 25%
    $2.8B
  4. 2937
    Trek FinancialScottsdale, AZ · 4,688 clientsWealth manager
    Schwab 100%
    $2.8B
  5. 2939
    Two Seas Capital LPRye, NY · 14 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  6. 2940
    Newmarket Investment Management, LPPhiladelphia, PA · 28 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  7. 2941
    Pearl Diver Capital LLPLondon, United Kingdom · 18 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  8. 2942
    Kaufman Hall Investment ManagementBrentwood, TN · 28 clientsAsset manager
    Computershare Corporate Trust 42%U.S. Bancorp Investments 40%
    $2.8B
  9. 2943
    Cloud Capital Advisors LLCWashington, DC · 9 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  10. 2944
    Kawa Capital Management, Inc.Hallandale Beach, FL · 56 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  11. 2945
    Main Management ETF Advisors, LLCSan Francisco, CA · 3 clientsAsset manager
    No custodian reported
    $2.8B
  12. 2946
    Lubert-Adler Management Company, L.P.Philadelphia, PA · 27 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  13. 2947
    Cordoba Advisory Partners LLCNew York, NY · 62 clientsWealth manager
    J.P. Morgan 63%
    $2.8B
  14. 2948
    Angeles Wealth Management, LLCSanta Monica, CA · 212 clientsWealth manager
    Schwab 100%
    $2.8B
  15. 2951
    Bowie Capital Management, LLCRichardson, TX · 10 clientsPrivate fund adviser
    Schwab 36%BNY 24%Northern Trust 23%
    $2.8B
  16. 2952
    Strategic Financial ServicesUtica, NY · 1,336 clientsWealth manager
    Schwab 100%
    $2.8B
  17. 2953
    Toms Capital Investment Management LPNew York, NY · 10 clientsPrivate fund adviser
    Morgan Stanley 100%
    $2.8B
  18. 2954
    MLC Asset Management US LLCNew York, NY · 17 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  19. 2955
    Peakline Partners, LLCChicago, IL · 57 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  20. 2957
    Paul Comstock PartnersHouston, TX · 120 clientsWealth manager
    Schwab 80%
    $2.8B
  21. 2958
    Willow Tree Credit Partners LPNew York, NY · 14 clientsPrivate fund adviser
    U.S. Bank 31%UMB Bank 31%
    $2.8B
  22. 2959
    CapitalspringNashville, TN · 15 clientsPrivate fund adviser
    UBS 100%
    $2.8B
  23. 2960
    Avenir Management Company, LLCNew York, NY · 40 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  24. 2964
    Pointer Management, LLCChattanooga, TN · 6 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  25. 2968
    Stone Hill Fiduciary Management, LLCGreat Neck, NY · 94 clientsAsset manager
    Fidelity Management Trust 100%
    $2.8B
  26. 2971
    Ohana AdvisorsSan Rafael, CA · 22 clientsWealth manager
    No custodian reported
    $2.8B
  27. 2974
    Expand Financial, LLC1,858 clientsAsset manager
    MID Atlantic Trust 44%Matrix Trust 44%
    $2.8B
  28. 2976
    Barwick & Partners, Inc.360 clientsAsset manager
    Schwab 82%
    $2.8B
  29. 2977
    Stegner Investment Associates IncLouisville, KY · 235 clientsAsset manager
    Lincoln Financial Group Trust 45%Schwab 34%
    $2.8B
  30. 2978
    Cordiant Capital Inc.Montreal, Canada · 8 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  31. 2980
    Singerman Real Estate Management Company, L.P.Chicago, IL · 13 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  32. 2983
    GHK Capital Partners LPGreenwich, CT · 10 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  33. 2984
    Consonance Capital Partners, LPNew York, NY · 16 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  34. 2985
    Turtle Creek Wealth Advisors, LLCDallas, TX · 140 clientsWealth managerPublic-company owned
    Schwab 100%
    $2.8B
  35. 2986
    Holdco Asset Management, LPFort Lauderdale, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  36. 2988
    Ryan ALM Advisers, LLC9 clientsAsset manager
    Northern Trust 100%
    $2.8B
  37. 2989
    A16z Perennial Management, L.P.Menlo Park, CA · 73 clientsWealth manager
    Fidelity 100%
    $2.8B
  38. 2990
    CDH Investment Advisory Private LimitedSingapore, Singapore · 5 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  39. 2991
    Falcons I, LLCAtlanta, GA · 1 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  40. 2992
    Peconic Partners LLCNew York, NY · 8 clientsPrivate fund adviser
    J.P. Morgan 100%
    $2.7B

RIAs by state