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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. 3174
    Azora Capital LPMiami, FL · 19 clientsPrivate fund adviser
    Morgan Stanley 100%
    $2.5B
  2. 3175
    Patient Capital Management, LLCBaltimore, MD · 7 clientsAsset manager
    State Street 77%Northern Trust 23%
    $2.5B
  3. 3177
    Serve Capital PartnersAustin, TX · 14 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  4. 3178
    Metalmark Management II LLCNew York, NY · 24 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  5. 3179
    Frontier Investment Management Partners LTD.Dubai, United Arab Emirates · 11 clientsAsset manager
    Northern Trust 42%J.P. Morgan 41%
    $2.5B
  6. 3181
    Crayhill Capital Management LPNew York, NY · 16 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  7. 3183
    Fairview Capital Partners, LLCWest Hartford, CT · 26 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  8. 3184
    Haun Ventures Management LPMenlo Park, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  9. 3186
    Whistler Capital Partners LLCNashville, TN · 5 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  10. 3187
    Silver Hill Energy Partners, LPDallas, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  11. 3190
    TZP Management Associates, LLCNew York, NY · 46 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  12. 3191
    Seizert Capital PartnersBirmingham, MI · 152 clientsAsset manager
    Northern Trust 53%Schwab 25%Prinicipal Custody Solution 22%
    $2.5B
  13. 3192
    The Investment House LLCRedondo Beach, CA · 253 clientsWealth manager
    Schwab 94%
    $2.5B
  14. 3193
    Warwick PartnersBryan, TX · 253 clientsWealth manager
    Schwab 100%
    $2.5B
  15. 3197
    Owl Creek Asset Management, L.P.New York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  16. 3198
    Kepos Capital LPNew York, NY · 17 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  17. 3200
    Omni Bridgeway Management (USA) LLCNew York, NY · 34 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  18. 3201
    Sverica Capital ManagementBoston, MA · 9 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  19. 3202
    Align Ventures91 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  20. 3204
    Incentive ASOslo, Norway · 9 clientsPrivate fund adviser
    BNY 100%
    $2.5B
  21. 3205
    Everhart AdvisorsDublin, OH · 2,912 clientsWealth manager
    SEI 75%Schwab 25%
    $2.5B
  22. 3206
    Shufro, Rose & Co., LLCNew York, NY · 1,331 clientsWealth manager
    Fidelity 100%
    $2.5B
  23. 3207
    Fiduciary FirstMaitland, FL · 27 clientsAsset manager
    No custodian reported
    $2.5B
  24. 3208
    Tiff Investment ManagementRadnor, PA · 1 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  25. 3209
    Martis Capital Management, LLCWashington, DC · 19 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  26. 3211
    S & Co., Inc.Boston, MA · 383 clientsWealth manager
    Fiduciary Trust 100%
    $2.5B
  27. 3213
    Urban Investment AdvisorsMill Valley, CAAsset manager
    No custodian reported
    $2.5B
  28. 3214
    Affinity Asset Advisors, LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  29. 3215
    Analog Century Management LPNew York, NY · 17 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  30. 3216
    RZH Advisors LLCStamford, CT · 451 clientsWealth manager
    Fidelity 100%
    $2.4B
  31. 3218
    CAS Investment Partners, LLCWestport, CT · 4 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  32. 3220
    Retirement Resources Investment CorporationAndover, MA · 152 clientsAsset manager
    Fidelity 60%Ascensus Financial Services, LLC. 40%
    $2.4B
  33. 3221
    Michaud Capital Management LLCDenver, CO · 32 clientsAsset manager
    Fidelity 45%J.P. Morgan 32%Schwab 24%
    $2.4B
  34. 3222
    Bluearc Capital ManagementAtlanta, GA · 51 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  35. 3223
    Medalist Partners LPNew York, NY · 29 clientsPrivate fund adviser
    Northern Trust 37%State Street 36%BNY 27%
    $2.4B
  36. 3225
    Balance Point Capital Advisors, LLCWestport, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  37. 3227
    Longitude Capital Management Co., LLCMenlo Park, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  38. 3229
    Guyasuta Investment Advisors, IncorporatedPittsburgh, PA · 478 clientsWealth manager
    Schwab 100%
    $2.4B
  39. 3230
    683 Capital Management, LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  40. 3231
    Long Focus Capital Management LLCSan Juan, PR · 3 clientsPrivate fund adviser
    J.P. Morgan 100%
    $2.4B

RIAs by state