Sunday, October 25, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
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
AtlasFinancial ADVSR
Open free

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. 3398
    Browning West LPLos Angeles, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  2. 3399
    Troluce Capital Advisors LLCDorado, PR · 7 clientsPrivate fund adviser
    Jefferies 100%
    $2.2B
  3. 3400
    BSW Wealth PartnersBoulder, CO · 501 clientsWealth manager
    Schwab 81%
    $2.2B
  4. 3401
    Entropy Technologies, LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  5. 3402
    Passaic Partners LLCNewark, NJ · 15 clientsAsset manager
    Northern Trust 57%Morgan Stanley 43%
    $2.2B
  6. 3403
    Mason Capital Management LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  7. 3404
    J. Stern & Co. LLPLondon, United Kingdom · 72 clientsAsset manager
    Julius Baer Zurich 37%UBS 24%Multrees Investor Services 23%
    $2.2B
  8. 3406
    Rethink Capital Partners, LLCWhite Plains, NY · 27 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  9. 3407
    Newsouth Capital Management IncMemphis, TN · 157 clientsAsset manager
    Northern Trust 37%State Street 23%
    $2.2B
  10. 3408
    EIV Capital, LLCHouston, TX · 12 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  11. 3409
    Arbion LimitedLondon, United Kingdom · 151 clientsWealth manager
    HSBC 69%Credit Suisse 31%
    $2.2B
  12. 3410
    FEG Investment Services, LLCCincinnati, OH · 1 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  13. 3412
    Ccmp CapitalNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  14. 3414
    Heritage Investment Group, Inc.Pompano Beach, FL · 906 clientsWealth manager
    Schwab 100%
    $2.2B
  15. 3416
    Lbmc Investment Advisors, LLCBrentwood, TN · 513 clientsWealth manager
    Schwab 73%Fidelity 27%
    $2.2B
  16. 3417
    APS Asset Management PTE LTDSingapore, Singapore · 6 clientsAsset manager
    Citi 100%
    $2.2B
  17. 3418
    Human InvestingLake Oswego, OR · 1,348 clientsAsset manager
    Fidelity 43%Schwab 40%
    $2.2B
  18. 3419
    Wealthquest CorporationCincinnati, OH · 1,593 clientsWealth manager
    Schwab 100%
    $2.2B
  19. 3421
    Aristotle Atlantic Partners, LLCSarasota, FL · 359 clientsAsset manager
    Schwab 84%
    $2.2B
  20. 3423
    E. S. Barr & CompanyLexington, KY · 432 clientsWealth manager
    Raymond James 65%Schwab 35%
    $2.2B
  21. 3424
    Detalus Advisors, LLCSt. Louis, MO · 707 clientsAsset manager
    Central Bank 57%Pershing 43%
    $2.2B
  22. 3425
    Longrange Capital, L.P.Stamford, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  23. 3426
    United Asset Strategies Inc.Garden City, NY · 1,673 clientsWealth manager
    Schwab 100%
    $2.2B
  24. 3427
    TPG Financial Advisors, LLCPortland, OR · 637 clientsAsset manager
    Assetmark Brokerage 32%Schwab 24%Fidelity 22%
    $2.2B
  25. 3428
    Oakmont CorporationLos Angeles, CA · 81 clientsWealth manager
    Merrill / Bank of America 100%
    $2.2B
  26. 3429
    Occudo Quantitative Strategies LPFort Lauderdale, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  27. 3431
    Further Global Capital Management, L.P.New York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  28. 3432
    Grandfield & Dodd, LLCNew York, NY · 769 clientsWealth manager
    Schwab 100%
    $2.2B
  29. 3433
    Patten and Patten, Inc.Chattanooga, TN · 879 clientsWealth manager
    Schwab 100%
    $2.2B
  30. 3435
    Forum FinanceGeneva, Switzerland · 680 clientsWealth manager
    Banque Lombard Odier & CIE SA 78%UBS 22%
    $2.2B
  31. 3436
    CRGHouston, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  32. 3437
    Kosmos Management LLCSeattle, WA · 12 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  33. 3439
    Willow RUN AdvisorsNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  34. 3440
    JD Euroway Capital Partners LLCMontreal, Quebec, Canada · 2 clientsAsset manager
    No custodian reported
    $2.2B
  35. 3441
    Valuequest Investment Advisors Private LTDMumbai, India · 1,892 clientsAsset manager
    Citi 66%
    $2.2B
  36. 3444
    1834 Investment Advisors Co.Milwaukee, WI · 542 clientsAsset manager
    Schwab 70%Empower Financial Services 30%
    $2.2B
  37. 3445
    Raga Partners LPNew York, NY · 1 clientsWealth manager
    Nydig Trust Company 100%
    $2.2B
  38. 3446
    Independence Asset Advisors, LLCWynnewood, PA · 38 clientsAsset manager
    PNC Wealth Management 31%Schwab 26%U.S. Bancorp Investments 24%
    $2.2B
  39. 3447
    Lupa RIA Investment Management LLCNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  40. 3448
    Maxim Capital Group, LLCNew York, NY · 20 clientsPrivate fund adviser
    No custodian reported
    $2.2B

RIAs by state