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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. 3280
    One River Asset Management, LLCStamford, CT · 11 clientsPrivate fund adviser
    J.P. Morgan 100%
    $2.4B
  2. 3281
    McInroy & Wood LimitedHaddington, East Lothian, United Kingdom · 1,002 clientsWealth manager
    Pershing 100%
    $2.4B
  3. 3282
    Parsons Capital Management IncProvidence, RI · 746 clientsWealth manager
    Schwab 71%Fidelity 29%
    $2.4B
  4. 3283
    Mudita ManagementLondon, United Kingdom · 8 clientsPrivate fund adviser
    Morgan Stanley 100%
    $2.4B
  5. 3285
    New 2nd CapitalNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  6. 3286
    Yellow Wood PartnersBoston, MA · 10 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  7. 3287
    Simmons L E & Associates IncHouston, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  8. 3289
    Anchor Capital Advisors LLCBoston, MA · 524 clientsAsset manager
    Fidelity Distributors Company 100%
    $2.4B
  9. 3291
    Check Capital Management IncCosta Mesa, CA · 1,223 clientsWealth manager
    Fidelity 69%Schwab 31%
    $2.4B
  10. 3292
    Commodore CapitalNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  11. 3293
    Cendana CapitalSan Francisco, CA · 17 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  12. 3294
    EOC Partners Advisors L.P.Houston, TX · 13 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  13. 3295
    Whitman/peterson, LLCWestlake Village, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  14. 3296
    Granahan Investment Management LLCWaltham, MA · 74 clientsAsset manager
    HSBC Bank PLC 47%J.P. Morgan 33%
    $2.4B
  15. 3298
    Dundas Global InvestorsEdinburgh, United Kingdom · 14 clientsPrivate fund adviser
    State Street 100%
    $2.4B
  16. 3299
    Cartenna CapitalStamford, CT · 22 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  17. 3300
    Stairway Partners, LLCMinneapolis, MN · 58 clientsAsset manager
    Midwest Institutional Trust 70%Pershing 30%
    $2.4B
  18. 3301
    Gemmer Asset Management LLCWalnut Creek, CA · 1,285 clientsWealth manager
    Schwab 100%
    $2.4B
  19. 3302
    Claret Asset Management CorpMontreal Quebec, Canada · 2,124 clientsWealth manager
    CIBC Wood Gundy 100%
    $2.4B
  20. 3304
    Mission Prime LLCGuaynabo, PR · 3 clientsAsset manager
    J.P. Morgan 100%
    $2.3B
  21. 3305
    IFC Advisors LLCLos Angeles, CA · 393 clientsWealth managerWrap sponsor
    Wells Fargo 95%
    $2.3B
  22. 3307
    Spruceview Capital Partners LLCDenver, CO · 28 clientsPrivate fund adviser
    CIBC Mellon Trust 100%
    $2.3B
  23. 3308
    Afbi LPNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  24. 3309
    Broadriver Asset Management, L.P.New York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  25. 3310
    Atlas InfrastructureLondon, United Kingdom · 4 clientsPrivate fund adviser
    Northern Trust 100%
    $2.3B
  26. 3311
    Withum Wealth ManagementRed Bank, NJ · 798 clientsWealth manager
    Schwab 74%Fidelity 26%
    $2.3B
  27. 3312
    Actusraypartners LimitedHong Kong, Hong Kong · 17 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  28. 3316
    Everside Capital PartnersNew York, NY · 22 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  29. 3317
    Baldwin Wealth Partners, LLCMarion, MA · 809 clientsWealth manager
    Pershing 71%Schwab 29%
    $2.3B
  30. 3318
    Civc PartnersChicago, IL · 14 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  31. 3321
    Sentry, LLCMemphis, TN · 74 clientsAsset manager
    Regions Bank, Trust Department 59%Fidelity 41%
    $2.3B
  32. 3322
    AIP Management USNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  33. 3324
    Magnus Financial Group LLCNew York, NY · 1,158 clientsWealth manager
    Schwab 67%Fidelity 33%
    $2.3B
  34. 3325
    Capita Financial Network, LLCDraper, UT · 2,888 clientsWealth manager
    Schwab 99%
    $2.3B
  35. 3326
    Matrix Capital Management Company, LPPortsmouth, NH · 4 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  36. 3327
    PPC Enterprises LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  37. 3328
    Woodley FarraIndianapolis, IN · 1,652 clientsWealth manager
    Schwab 83%
    $2.3B
  38. 3329
    Revelation Capital Management, LLCSausalito, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  39. 3330
    Bronte CapitalBondi Junction, Australia · 4 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  40. 3334
    Arlington Partners LLCBirmingham, AL · 16 clientsPrivate fund adviser
    No custodian reported
    $2.3B

RIAs by state