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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. 3449
    Gtis PartnersNew York, NY · 25 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  2. 3450
    Wealthplan Investment Management LLCOmaha, NE · 2,145 clientsWealth manager
    Schwab 100%
    $2.2B
  3. 3452
    DSC Meridian Capital LPNew York, NY · 12 clientsPrivate fund adviser
    BNY 58%State Street 42%
    $2.2B
  4. 3453
    Clear Haven Capital Management, LLCNew York, NY · 35 clientsAsset manager
    UMB Financial Services 100%
    $2.2B
  5. 3454
    Hite Hedge Asset Management LLCBraintree, MA · 7 clientsPrivate fund adviser
    Morgan Stanley 98%
    $2.2B
  6. 3455
    The Investment Counsel CompanyLas Vegas, NV · 410 clientsWealth manager
    Schwab 100%
    $2.2B
  7. 3456
    Orei Advisors LPAustin, TX · 16 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  8. 3458
    Joel R. Mogy Investment Counsel Inc.Beverly Hills, CA · 278 clientsWealth manager
    Schwab 62%Citi 38%
    $2.2B
  9. 3459
    Pacific Lake Partners, L.L.C.Boston, MA · 12 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  10. 3460
    Condor Capital Wealth ManagementMartinsville, NJ · 879 clientsWealth manager
    Schwab 100%
    $2.2B
  11. 3461
    CAI Manager LPMill Valley, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  12. 3463
    Catalio Capital Management, LPNew York, NY · 33 clientsPrivate fund adviser
    Morgan Stanley 82%
    $2.2B
  13. 3464
    Ascend PartnersNew York, NY · 16 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  14. 3465
    Sagefield Investment Group LPDallas, TX · 15 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  15. 3466
    Mercer Investment Solutions LLCNew York, NY · 11 clientsAsset manager
    BNY 100%
    $2.2B
  16. 3467
    Sigma Investment CounselorsNorthville, MI · 775 clientsWealth manager
    Schwab 54%Fidelity 46%
    $2.2B
  17. 3468
    Samsara Biocapital, LLC3 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  18. 3469
    Pinnacle Pension Consultants LLCNeedham, MA · 65 clientsAsset manager
    No custodian reported
    $2.2B
  19. 3470
    Resurgens Technology Advisors, L.P.Atlanta, GA · 10 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  20. 3471
    PDS Planning IncDublin, OH · 614 clientsWealth manager
    Schwab 100%
    $2.2B
  21. 3472
    Zuckerman Investment GroupChicago, IL · 439 clientsWealth manager
    Schwab 54%Pershing 28%
    $2.2B
  22. 3474
    Shanghai Fosun Chuangfu Equity Investment Management CompanyShanghai, China · 37 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  23. 3475
    Abacus Planning Group, Inc.Columbia, SC · 328 clientsWealth manager
    Schwab 100%
    $2.2B
  24. 3478
    HMI Capital Management, L.P.San Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  25. 3479
    Meridiem Capital Partners LPDallas, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  26. 3480
    Greenland Capital Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  27. 3481
    Evolve Private Wealth, LLCLos Angeles, CA · 679 clientsWealth manager
    Fidelity 100%
    $2.1B
  28. 3482
    Root Financial PartnersAustin, TX · 858 clientsWealth manager
    Schwab 80%
    $2.1B
  29. 3483
    Private AdvisoryRedmond, WA · 929 clientsWealth manager
    Schwab 100%
    $2.1B
  30. 3484
    Merricks Capital PTY LTDMelbourne, Australia · 8 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  31. 3487
    Tiverton Advisors, LLCRaleigh, NC · 9 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  32. 3488
    RAM Realty Advisors LLCPalm Beach Gardens, FL · 8 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  33. 3490
    Coastedge Partners, LLCSan Diego, CA · 183 clientsWealth manager
    Schwab 100%
    $2.1B
  34. 3491
    Fairholme Capital Management, L.L.C.South Miami, FL · 81 clientsAsset manager
    Fidelity 86%
    $2.1B
  35. 3492
    Nexphase Capital, LPNew York, NY · 16 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  36. 3493
    RP Management, LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  37. 3494
    Kintegral Advisory, LLCNew York, NY · 15 clientsPrivate fund adviser
    Citi 100%
    $2.1B
  38. 3495
    NFC Investments, LLCMemphis, TN · 157 clientsAsset manager
    M&t Bank 62%Raymond James 38%
    $2.1B
  39. 3496
    Pinnacle AdvisorsMansfield, OH · 1,088 clientsWealth manager
    Schwab 100%
    $2.1B
  40. 3497
    Intermede Global Partners IncSan Francisco, CAAsset manager
    J.P. Morgan 60%BNP Paribas 35%
    $2.1B

RIAs by state