Sunday, October 25, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
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
AtlasFinancial ADVSR
Open free

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. 3056
    Lexington Advisors LLCNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  2. 3059
    Garde Capital, Inc.Seattle, WA · 512 clientsWealth manager
    Schwab 100%
    $2.7B
  3. 3060
    Cornerstone Investment Partners, LLCAtlanta, GA · 268 clientsAsset manager
    State Street 86%
    $2.7B
  4. 3061
    Ipex, Inc.Plymouth, MI · 44 clientsAsset manager
    No custodian reported
    $2.7B
  5. 3062
    Osborne PartnersSan Francisco, CA · 734 clientsWealth manager
    Schwab 100%
    $2.7B
  6. 3063
    Eversept Partners, L.P.New York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  7. 3064
    26north Direct LendingNew York, NY · 1 clientsAsset manager
    No custodian reported
    $2.6B
  8. 3065
    Transpose Platform Management, LLCHouston, TX · 54 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  9. 3066
    TCG Capital ManagementPlaya Vista, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  10. 3067
    Embree Financial GroupChicago, IL · 936 clientsAsset manager
    Schwab 100%
    $2.6B
  11. 3068
    Foster VictorGreenville, SC · 1,728 clientsWealth manager
    Schwab 100%
    $2.6B
  12. 3075
    Steadview Capital Management LLCSan Francisco, CA · 12 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  13. 3076
    AJ Capital Management LLCNashville, TN · 41 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  14. 3077
    Phillips FinancialFort Wayne, IN · 991 clientsWealth manager
    Fidelity 100%
    $2.6B
  15. 3078
    Peterson PartnersSalt Lake City, UT · 29 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  16. 3079
    Zemenick & Walker IncSt Louis, MO · 271 clientsWealth manager
    Schwab 100%
    $2.6B
  17. 3081
    Steeprock CapitalGreenwich, CT · 11 clientsAsset manager
    No custodian reported
    $2.6B
  18. 3082
    Quad Investment Management Corp.Seoul, Yeongdeungpo-Gu, Korea, South · 67 clientsAsset manager
    Citi 100%
    $2.6B
  19. 3084
    Cozad Asset Management IncChampaign, IL · 2,178 clientsWealth manager
    Pershing 100%
    $2.6B
  20. 3087
    Avance Investment Management, LLCNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  21. 3089
    Quinn Opportunity PartnersCharlottesville, VA · 4 clientsPrivate fund adviser
    Interactive Brokers 100%
    $2.6B
  22. 3090
    Argos Capital Partners, LLCSt. Louis, MO · 65 clientsWealth manager
    Fidelity 99%
    $2.6B
  23. 3091
    Acropolis Investment ManagementChesterfield, MO · 1,045 clientsWealth manager
    Schwab 100%
    $2.6B
  24. 3092
    Divisadero Street Capital Management, LPMiami, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  25. 3093
    LCG Associates, Inc.Atlanta, GA · 108 clientsAsset manager
    Northern Trust 32%Schwab 29%
    $2.6B
  26. 3094
    LL FundsPhiladelphia, PA · 25 clientsPrivate fund adviser
    BNY 100%
    $2.6B
  27. 3097
    Sora InvestorsBryn Mawr, PA · 4 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  28. 3098
    Trajan Wealth, L.L.C.Scottsdale, AZ · 10,633 clientsWealth manager
    Schwab 83%
    $2.6B
  29. 3099
    Checchi Capital Advisers, LLCBeverly Hills, CA · 241 clientsWealth manager
    Schwab 79%
    $2.6B
  30. 3100
    WFM Asia (BVI) LimitedHong Kong, Hong Kong · 2 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  31. 3101
    WFM Asia (HK) LimitedHong Kong, Hong Kong · 2 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  32. 3102
    S2g Investments, LLCChicago, IL · 9 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  33. 3104
    Edison Partners Management, LLCNashville, TN · 20 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  34. 3105
    Tyree & D'angelo Partners Management LPChicago, IL · 16 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  35. 3106
    Pegasus Tech Ventures, Inc.San Jose, CA · 43 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  36. 3107
    The Catalyst Capital Group Inc.Toronto, Canada · 6 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  37. 3108
    Deroy & Devereaux Private Investment Counsel, Inc.Bloomfield Hills, MI · 158 clientsWealth manager
    Fidelity 81%
    $2.6B
  38. 3109
    Maple Capital Management, Inc.Montpelier, VT · 1,597 clientsWealth manager
    Schwab 100%
    $2.6B
  39. 3110
    North Hudson Resource Partners LPHouston, TX · 9 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  40. 3112
    ZMC Advisors, L.P.New York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $2.6B

RIAs by state