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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. 3335
    Tiptree Advisors, LLCNew York, NY · 19 clientsAsset manager
    5001 Kingsley Dr. MD 1mob2j 85%
    $2.3B
  2. 3336
    Louisbourg InvestmentsDieppe, New Brunswick, Canada · 248 clientsAsset manager
    National Bank Trust 56%CIBC Mellon 44%
    $2.3B
  3. 3337
    Sageview Capital LPGreenwich, CT · 8 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  4. 3338
    Summit Financial Strategies IncColumbus, OH · 1,026 clientsWealth manager
    Schwab 83%
    $2.3B
  5. 3339
    McKinley Carter Wealth Services, Inc.Wheeling, WV · 1,282 clientsWealth manager
    Fidelity Distributors Company 50%Schwab 50%
    $2.3B
  6. 3341
    Willow Creek Wealth Management, Inc.Sebastopol, CA · 1,068 clientsWealth manager
    Schwab 67%Pershing 33%
    $2.3B
  7. 3343
    Garnet Credit Management LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  8. 3344
    WIL, LLCPalo Alto, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  9. 3348
    Varadero Capital, L.P.New York, NY · 17 clientsPrivate fund adviser
    BNY 99%
    $2.3B
  10. 3351
    Securis Investment Partners LLPLondon, United Kingdom · 18 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  11. 3353
    Jana Partners Management, LPNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  12. 3354
    Cornerstone Management, Inc.Duluth, GA · 286 clientsAsset manager
    Schwab 100%
    $2.3B
  13. 3355
    Fidelis CapitalTampa, FL · 232 clientsWealth manager
    Fidelity 100%
    $2.3B
  14. 3356
    Beacon Coast Partners, LLCSan Francisco, CA · 33 clientsWealth managerWrap sponsor
    Fidelity 100%
    $2.3B
  15. 3357
    Clocktower Group, L.P.Santa Monica, CA · 50 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  16. 3359
    Sellwood Investment Partners LLCPortland, OR · 72 clientsAsset manager
    Schwab 71%
    $2.3B
  17. 3361
    Vanbarton Group LLCNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  18. 3362
    Asset Value Investors LimitedLondon, United Kingdom · 9 clientsPrivate fund adviser
    State Street 100%
    $2.3B
  19. 3367
    Traphagen Financial GroupOradell, NJ · 2,038 clientsWealth manager
    No custodian reported
    $2.3B
  20. 3368
    Arroyo Energy Investment Partners LLCSpring, TX · 12 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  21. 3371
    YHB Investment Advisors IncWest Hartford, CT · 1,182 clientsWealth manager
    Pershing 53%Schwab 47%
    $2.3B
  22. 3373
    DW Partners, LPNew York, NY · 21 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  23. 3374
    Beaird HarrisDallas, TX · 800 clientsWealth manager
    Schwab 63%Fidelity 37%
    $2.3B
  24. 3375
    Waratah Capital Advisors LTD.Toronto, Ontario, Canada · 29 clientsPrivate fund adviser
    Scusa 47%Goldman Sachs 40%
    $2.3B
  25. 3376
    Coliseum Capital Management, LLCRowayton, CT · 6 clientsPrivate fund adviser
    Goldman Sachs 100%
    $2.3B
  26. 3378
    Sandton Capital Partners, LPNew York, NY · 22 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  27. 3379
    Access Holdings Management Company LLCBaltimore, MD · 27 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  28. 3380
    Sather Financial Group, Inc.Victoria, TX · 482 clientsWealth manager
    Schwab 100%
    $2.3B
  29. 3382
    California Financial AdvisorsSan Ramon, CA · 1,525 clientsWealth manager
    Schwab 100%
    $2.3B
  30. 3383
    Emerald Investment Advisers, LLCLeola, PA · 185 clientsAsset manager
    Fidelity 69%FIS Brokerage & Securities Services 31%
    $2.3B
  31. 3385
    Rubicon Founders, LLCNashville, TN · 15 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  32. 3386
    Beirne.Darien, CT · 473 clientsAsset manager
    Fidelity 100%
    $2.3B
  33. 3387
    Excellere PartnersDenver, CO · 5 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  34. 3388
    Logos Global Management, L.P.San Francisco, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  35. 3389
    Rather & Kittrell, Inc.Knoxville, TN · 1,110 clientsWealth manager
    Fidelity 100%
    $2.3B
  36. 3390
    M Square Investimentos Ltda.Sao Paulo, Brazil · 34 clientsPrivate fund adviser
    Citco Bank and Trust Company Limited 61%
    $2.3B
  37. 3393
    Cornerstone AdvisoryHunt Valley, MD · 854 clientsWealth manager
    Schwab 100%
    $2.2B
  38. 3394
    Teng YUE Partners, L.P.New York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  39. 3395
    Hidden Harbor Capital Management, L.P.Boca Raton, FL · 9 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  40. 3396
    Avalor Investment AGZurich, Switzerland · 522 clientsWealth manager
    Bank Julius BAR 49%Credit Suisse 27%UBS 24%
    $2.2B

RIAs by state