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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. 2996
    DW Healthcare PartnersPark City, UT · 12 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  2. 2997
    Abner Herrman & Brock, LLCJersey City, NJ · 2,403 clientsWealth managerWrap sponsor
    UBS 29%LPL Financial 28%Fidelity Distributors Company 27%
    $2.7B
  3. 2999
    Black Chamber Partners, LLCWashington, DC · 9 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  4. 3000
    Serone Capital Management LLPLondon, United Kingdom · 14 clientsPrivate fund adviser
    BNY 69%Morgan Stanley 31%
    $2.7B
  5. 3001
    CFS Investment Advisory Services LLCTotowa, NJ · 1,238 clientsWealth manager
    Schwab 66%
    $2.7B
  6. 3002
    DC Global VenturesMenlo Park, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  7. 3003
    Rembert Pendleton JacksonVienna, VA · 1,458 clientsWealth managerBank-affiliated
    Schwab 100%
    $2.7B
  8. 3006
    RTD Financial Advisors IncPhiladelphia, PA · 837 clientsWealth manager
    Schwab 78%
    $2.7B
  9. 3007
    Sound Point Commercial Real Estate Finance LLCNew York, NY · 8 clientsAsset manager
    BNY 100%
    $2.7B
  10. 3009
    Bill FEW Associates, Inc.Sewickley, PA · 2,972 clientsWealth managerWrap sponsor
    Pershing 100%
    $2.7B
  11. 3010
    EIR Partners Capital, LPMiami, FL · 14 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  12. 3013
    Mangrove PartnersGreenwich, CT · 3 clientsPrivate fund adviser
    HSBC Private Banking 100%
    $2.7B
  13. 3017
    Giverny CapitalMontreal, Canada · 5,042 clientsPrivate fund adviser
    National Bank Independent Network (nbin) 100%
    $2.7B
  14. 3018
    Sagewood Asset Management LPNew York, NY · 255 clientsWealth manager
    Stifel, Nicolaus & Company, Incorporated 43%Morgan Stanley 41%
    $2.7B
  15. 3019
    1sharpe Capital LLCSan Francisco, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  16. 3020
    MCP Management, LPAustin, TX · 13 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  17. 3022
    Hook Mill Capital Partners, LPNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  18. 3023
    3i CorporationNew York, NY · 9 clientsAsset manager
    No custodian reported
    $2.7B
  19. 3024
    Advanced Portfolio Management, LLCNew York, NY · 8 clientsAsset manager
    Interactive Brokers 100%
    $2.7B
  20. 3027
    Inatai Investment Management Co. LLCSeattle, WA · 3 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  21. 3028
    Breakthrough PropertiesLos Angeles, CA · 12 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  22. 3029
    NPF Investment AdvisorsGrand Rapids, MI · 993 clientsWealth manager
    Fidelity 85%
    $2.7B
  23. 3030
    RXR Asset Management LLCUniondale, NY · 78 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  24. 3031
    Gobi Capital LLCBeverly Hills, CA · 8 clientsPrivate fund adviser
    BNY 100%
    $2.7B
  25. 3032
    Gennx360 Management Company, LLCNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  26. 3033
    Stadion Money Management, LLCWatkinsville, GA · 49,626 clientsWealth managerWrap sponsor
    Fifth Third Bancorp (lincoln) 37%State Street 28%
    $2.7B
  27. 3035
    Multicoin Capital Management, LLCAustin, TX · 18 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  28. 3037
    Analyst Portfolio Management LTD.Tel Aviv, Israel · 2,192 clientsAsset manager
    No custodian reported
    $2.7B
  29. 3040
    Main Street Research LLCLakeville, CT · 1,031 clientsWealth manager
    Schwab 100%
    $2.7B
  30. 3042
    Cadian Capital Management, LPNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  31. 3043
    Marcus Partners, LLCBoston, MA · 4 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  32. 3045
    Intandem Capital Partners, LPNew York, NY · 24 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  33. 3046
    Heron View Partners LLCNew York, NY · 23 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  34. 3049
    36 North Capital Management, LLCBentonville, AR · 5 clientsAsset manager
    Northern Trust 100%
    $2.7B
  35. 3050
    Windrose Advisors LLCWaltham, MA · 153 clientsPrivate fund adviser
    BNY 100%
    $2.7B
  36. 3051
    Multnomah Group, Inc.Portland, OR · 188 clientsAsset manager
    Schwab 45%Fidelity 26%
    $2.7B
  37. 3052
    Rock Harbor Partners LLCLarchmont, NY · 63 clientsWealth manager
    Schwab 100%
    $2.7B
  38. 3053
    Phillips and Company Advisors LLCPortland, OR · 1,273 clientsWealth manager
    Schwab 100%
    $2.7B
  39. 3054
    Mitchell, McLeod, Pugh & Williams, Inc.Mobile, AL · 1,046 clientsWealth manager
    Schwab 89%
    $2.7B
  40. 3055
    Legacy Wealth Management, LLCMemphis, TN · 1,475 clientsWealth manager
    Schwab 60%Fidelity 40%
    $2.7B

RIAs by state