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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. 3232
    SR One Capital Management, LPRedwood City, CA · 19 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  2. 3233
    Prodigy Asset Management LLCOmaha, NE · 93 clientsAsset manager
    Schwab 82%
    $2.4B
  3. 3234
    Howe and Rusling, Inc.Rochester, NY · 1,397 clientsWealth manager
    Schwab 56%Fidelity 44%
    $2.4B
  4. 3236
    PermianDallas, TX · 8 clientsPrivate fund adviser
    State Street 100%
    $2.4B
  5. 3237
    3650 Reit Investment Management LLCMiami, FL · 12 clientsPrivate fund adviser
    Bank 97%
    $2.4B
  6. 3238
    Bleichroeder LPNew York, NY · 57 clientsAsset manager
    Merrill / Bank of America 100%
    $2.4B
  7. 3239
    Nichols & Pratt Advisers LLPBoston, MA · 106 clientsWealth manager
    SEI 100%
    $2.4B
  8. 3241
    The Milestone Real Estate Group, LPDallas, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  9. 3242
    Paceline Equity Partners, LLCDallas, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  10. 3243
    Rock Springs CapitalBaltimore, MD · 6 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  11. 3244
    Requisite Capital Management LLCDallas, TX · 231 clientsWealth manager
    Fidelity 100%
    $2.4B
  12. 3245
    Valeas Capital PartnersSan Francisco, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  13. 3246
    Manitou Investment Management LTD.Toronto, Ontario, Canada · 463 clientsWealth manager
    RBC 100%
    $2.4B
  14. 3247
    Traynor Capital ManagementMalvern, PA · 1,590 clientsWealth manager
    Fidelity 100%
    $2.4B
  15. 3248
    Future CapitalChattanooga, TN · 17,093 clientsWealth manager
    No custodian reported
    $2.4B
  16. 3249
    Dark Forest Capital Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  17. 3250
    Wealth Architects, LLCMountain View, CA · 437 clientsWealth manager
    Schwab 100%
    $2.4B
  18. 3252
    Sterling Investment ManagementWest Palm Beach, FL · 13 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  19. 3253
    Sarofim International Management CoHouston, TX · 14 clientsAsset manager
    Papamarkou Wellner & Co. 73%Credit Suisse Securities (USA) 27%
    $2.4B
  20. 3254
    Moody, Lynn, Lieberson & Walker, LLCBoston, MA · 550 clientsWealth manager
    Schwab 81%
    $2.4B
  21. 3255
    Sentry Advisors, LLCSan Francisco, CA · 183 clientsWealth manager
    Schwab 91%
    $2.4B
  22. 3256
    Align Capital Partners, LPShaker Heights, OH · 8 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  23. 3257
    Oxford Finance Advisors, LLCAlexandria, VA · 4 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  24. 3258
    Forest Avenue Capital Management LPMiami, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  25. 3259
    Kynam Capital Management, LP3 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  26. 3260
    Sandhill Investment ManagementBuffalo, NY · 2,110 clientsWealth manager
    Schwab 97%
    $2.4B
  27. 3262
    Phoenix Asset Management Partners LimitedLondon, United Kingdom · 8 clientsPrivate fund adviser
    Northern Trust 62%J.P. Morgan 38%
    $2.4B
  28. 3263
    Irenic Capital Management LPNew York, NY · 19 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  29. 3264
    Alatus Capital LLCGeneva, Switzerland · 7 clientsPrivate fund adviser
    BNY 100%
    $2.4B
  30. 3265
    Stonebridge Financial Group, LLCSt. Louis, MO · 805 clientsAsset manager
    Empower Financial Services 73%Fidelity 27%
    $2.4B
  31. 3266
    Heard Capital LLCChicago, IL · 7 clientsPrivate fund adviser
    BNY 78%
    $2.4B
  32. 3267
    FBB Capital PartnersBethesda, MD · 1,012 clientsWealth manager
    Schwab 100%
    $2.4B
  33. 3270
    Washington Trust AdvisorsWellesley, MA · 845 clientsWealth managerBank-affiliated
    Schwab 100%
    $2.4B
  34. 3272
    Nordflint Capital PartnersCopenhagen, Denmark · 4 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  35. 3273
    Tschetter GroupBellevue, WA · 517 clientsWealth manager
    Schwab 100%
    $2.4B
  36. 3274
    Digital Alpha Advisors, LLCHenderson, NV · 13 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  37. 3275
    GF InternationalHong Kong, China · 231 clientsAsset manager
    No custodian reported
    $2.4B
  38. 3276
    Prelude Capital Management, LLCNew York, NY · 18 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  39. 3277
    Ratson Advisory LLCNew York, NY · 1 clientsAsset manager
    BNY 53%Citi 47%
    $2.4B
  40. 3279
    Swan Global ManagementHumacao, PR · 1,231 clientsAsset manager
    Schwab 69%Pershing 31%
    $2.4B

RIAs by state