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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. 3113
    Renovus Associates, LLCWayne, PA · 18 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  2. 3115
    Bracket CapitalWest Hollywood, CA · 51 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  3. 3116
    Atlantic Capital Strategies, Inc.15 clientsAsset manager
    No custodian reported
    $2.6B
  4. 3117
    Bridgewater Advisors Inc.New York, NY · 606 clientsWealth manager
    Schwab 88%
    $2.6B
  5. 3118
    Vestar Capital Partners, LLCNew York, NY · 20 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  6. 3119
    Brevet Capital Management, LLCNew York, NY · 22 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  7. 3120
    Arthur VenturesMinneapolis, MN · 17 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  8. 3122
    Dunes Point Capital, L.P.Rye, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  9. 3124
    Broad Reach Investment Management LLPLondon, United Kingdom · 7 clientsPrivate fund adviser
    BNY 51%J.P. Morgan 34%
    $2.6B
  10. 3125
    Basso Capital Management, L.P.Stamford, CT · 115 clientsWealth manager
    Pershing 52%Schwab 34%
    $2.6B
  11. 3127
    Compass Capital Management IncMinneapolis, MN · 443 clientsWealth manager
    Schwab 100%
    $2.6B
  12. 3128
    Glassman Wealth Services, LLCVienna, VA · 399 clientsWealth manager
    Schwab 100%
    $2.6B
  13. 3130
    Grand Alliance Asset Management LTD.Hong Kong, Hong Kong · 6 clientsPrivate fund adviser
    BNY 100%
    $2.6B
  14. 3131
    Aspect Capital LimitedLondon, United Kingdom · 28 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  15. 3134
    Aventail Capital Group, LPNew York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  16. 3135
    Row Asset Management, LLCNewport Beach, CA · 14 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  17. 3137
    RV Capital Management Private LTDSingapore, Singapore · 12 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  18. 3138
    Unifi Asset Management LPNew York, NY · 3 clientsPrivate fund adviser
    Goldman Sachs 100%
    $2.5B
  19. 3140
    Phase 3 Capital Management LLCBoca Raton, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  20. 3142
    Merk Investments LLCPalo Alto, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  21. 3143
    Validus Capital LLCEl Segundo, CA · 190 clientsWealth manager
    Schwab 100%
    $2.5B
  22. 3147
    Discerene Group LPStamford, CT · 10 clientsPrivate fund adviser
    BNP Paribas Securities Services 62%Goldman Sachs 38%
    $2.5B
  23. 3148
    Cincinnati Asset Management IncCincinnati, OH · 6,033 clientsWealth managerWrap sponsor
    Morgan Stanley 55%Schwab 45%
    $2.5B
  24. 3151
    CKW Financial Group, LLCHonolulu, HI · 651 clientsAsset manager
    First Hawaiian Bank 53%Fidelity 47%
    $2.5B
  25. 3153
    Icon Infrastructure North America Inc.New York, NYAsset manager
    No custodian reported
    $2.5B
  26. 3154
    Constellation Wealth CapitalChicago, IL · 10 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  27. 3155
    Private Wealth Asset ManagementOmaha, NE · 559 clientsWealth manager
    Fidelity Distributors Company 100%
    $2.5B
  28. 3156
    Stonebridge Capital Advisors LLCSt. Paul, MN · 1,674 clientsWealth manager
    Schwab 50%Pershing 35%
    $2.5B
  29. 3157
    Aerie Advisory Group LLCGig Harbor, WA · 44 clientsWealth manager
    Schwab 100%
    $2.5B
  30. 3158
    Twinbeech Capital LPPurchase, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  31. 3159
    Amulet Capital Partners, L.P.Greenwich, CT · 8 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  32. 3160
    Arcus Capital Partners, LLCAtlanta, GA · 467 clientsWealth manager
    Schwab 73%Fidelity 27%
    $2.5B
  33. 3161
    Athyrium Capital Management LPNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  34. 3163
    Steelhead Partners, LLCSeattle, WA · 6 clientsPrivate fund adviser
    BNY 100%
    $2.5B
  35. 3165
    NO Street GP LPSan Francisco, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  36. 3166
    Saratoga Research & Investment ManagementSaratoga, CA · 2,740 clientsWealth manager
    Schwab 64%Fidelity 24%
    $2.5B
  37. 3167
    Willowridge Partners, Inc.New York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  38. 3168
    RKL Private WealthLancaster, PA · 1,050 clientsWealth manager
    Schwab 100%
    $2.5B
  39. 3171
    The Electrum Group LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  40. 3172
    Owl VenturesSan Francisco, CA · 19 clientsPrivate fund adviser
    No custodian reported
    $2.5B

RIAs by state