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IN RIA moves: Kintra Wealth adds $355M Great Scott Financial practice4K Retirement Confidence Surges Despite Financial Pressures: MFSWM Private Credit Group Says Market Fears Are Divorced From RealityWSR The Most Important Year-End Review Is Your OwnWSR AmeriFlex Recruits 17 Advisors Representing Over $1.4 Billion In Client AssetsWSR Cerulli: Many Investors Still Struggle To Understand Advisors’ FeesWSR Dear Ryan: Transformed On Paper, Uncertain In PracticeWM As AI Expands, the Standard for Human Advice Must RiseIN Meta deal shields Zuckerberg from California wealth tax billRB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and Anthropic
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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. 594
    Wealthspire AdvisorsNew York, NY · 9,973 clientsWealth manager
    Schwab 75%
    $34B
  2. 595
    Roark Capital Management, LLCAtlanta, GA · 14 clientsPrivate fund adviser
    No custodian reported
    $34B
  3. 599
    Clearstead; Clearstead Advisory SolutionsCleveland, OH · 4,819 clientsWealth manager
    Fidelity 50%Schwab 50%
    $34B
  4. 600
    Edgepoint Investment GroupToronto, Ontario, Canada · 22 clientsPrivate fund adviser
    CIBC Mellon Trust 52%
    $34B
  5. 601
    Pacific Way Capital Management, LLCNew York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $34B
  6. 603
    Sona Asset Management (US) LLCNew York, NY · 20 clientsPrivate fund adviser
    Goldman Sachs 39%Barclays Bank PLC 32%BNP Paribas, London Branch 27%
    $33B
  7. 605
    ECPSummit, NJ · 64 clientsPrivate fund adviser
    No custodian reported
    $33B
  8. 609
    Brigade Capital Management, LPNew York, NY · 111 clientsPrivate fund adviser
    BNY 41%State Street 33%Goldman Sachs 26%
    $33B
  9. 612
    26northNew York, NY · 62 clientsPrivate fund adviser
    J.P. Morgan 51%BNY 30%
    $33B
  10. 617
    Jain Global LLCNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $32B
  11. 620
    Research AffiliatesNewport Beach, CA · 32 clientsAsset manager
    No custodian reported
    $32B
  12. 624
    Magnetar Financial LLCEvanston, IL · 67 clientsPrivate fund adviser
    No custodian reported
    $32B
  13. 625
    Twentyfour Asset Management LLPLondon, United Kingdom · 35 clientsPrivate fund adviser
    State Street 100%
    $32B
  14. 629
    Brigade Capital UK LLPLondon, United Kingdom · 1 clientsPrivate fund adviser
    No custodian reported
    $31B
  15. 635
    L CattertonGreenwich, CT · 88 clientsPrivate fund adviser
    No custodian reported
    $31B
  16. 637
    TJC LPNew York, NY · 48 clientsPrivate fund adviser
    No custodian reported
    $31B
  17. 643
    Marathon Asset Management, L.P.New York, NY · 137 clientsPrivate fund adviser
    BNY 37%
    $30B
  18. 644
    Affinius Capital LLCSAN Antonio, TX · 111 clientsPrivate fund adviser
    No custodian reported
    $30B
  19. 645
    Paloma Partners Management CompanyGreenwich, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $30B
  20. 648
    Fuller & Thaler Asset Management IncSAN Mateo, CA · 6,124 clientsAsset manager
    Morgan Stanley 48%UBS 26%Northern Trust 26%
    $30B
  21. 651
    HB WealthAtlanta, GA · 5,459 clientsWealth manager
    Schwab 88%
    $30B
  22. 652
    Onex Credit Partners, LLCEnglewood Cliffs, NJ · 81 clientsPrivate fund adviser
    CIBC Mellon 98%
    $30B
  23. 658
    Waverly Advisors, LLCBirmingham, AL · 13,689 clientsWealth managerBank-affiliated
    Schwab 77%Fidelity 23%
    $30B
  24. 659
    Westfield Capital Management Company, L.P.Boston, MA · 9,391 clientsAsset manager
    Northern Trust 41%State Street 29%BNY 29%
    $30B
  25. 660
    Beach Point Capital Management LPSanta Monica, CA · 75 clientsPrivate fund adviser
    State Street 67%BNY 33%
    $30B
  26. 661
    ETF ArchitectNewtown Square, PA · 222 clientsAsset manager
    Interactive Brokers 100%
    $30B
  27. 666
    Life Cycle Investment Partners LimitedLondon, United Kingdom · 27 clientsAsset manager
    State Street 100%
    $29B
  28. 673
    Wafra Inc.New York, NY · 106 clientsPrivate fund adviser
    Royal Bank of Canada (CI) LTD 100%
    $29B
  29. 676
    Berkshire Partners LLCBoston, MA · 37 clientsPrivate fund adviser
    No custodian reported
    $29B
  30. 678
    Quantum Capital GroupHouston, TX · 71 clientsPrivate fund adviser
    No custodian reported
    $29B
  31. 679
    Diameter Capital Partners LPNew York, NY · 44 clientsPrivate fund adviser
    No custodian reported
    $29B
  32. 680
    Third Point LLCNew York, NY · 65 clientsPrivate fund adviser
    BNY 100%
    $29B
  33. 685
    Rothschild and Co Wealth Management UK LimitedLondon, United Kingdom · 4,430 clientsPrivate fund adviser
    Rothschild & Co Bank International Limited 100%
    $28B
  34. 686
    Sage Advisory Services LTD CoAustin, TX · 14,363 clientsAsset manager
    Morgan Stanley 65%Northern Trust 35%
    $28B
  35. 687
    Silvercrest Asset Management Group LLCNew York, NY · 1,205 clientsWealth managerPublic-company owned
    Schwab 52%Pershing 48%
    $28B
  36. 690
    Baker Brothers InvestmentsNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $28B
  37. 691
    Axiom InvestorsGreenwich, CT · 70 clientsPrivate fund adviser
    State Street 66%
    $28B
  38. 692
    Jacobs Levy Equity ManagementFlorham Park, NJ · 75 clientsAsset manager
    State Street 78%Northern Trust 22%
    $28B
  39. 693
    Arini Capital Management US LLCNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $28B
  40. 694
    Anchorage Capital Advisors, L.P.New York, NY · 116 clientsPrivate fund adviser
    BNY 69%Goldman Sachs 31%
    $28B

RIAs by state