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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. 3499
    Fernbridge Capital Management LPLos Angeles, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  2. 3500
    GMO Singapore PTE. LimitedSingapore, Singapore · 40 clientsAsset manager
    State Street 69%BNY 23%
    $2.1B
  3. 3502
    Orleans Capital Management CorpMandeville, LA · 105 clientsAsset manager
    Argent Trust 41%BNY 25%
    $2.1B
  4. 3503
    Roundview Capital, LLCPrinceton, NJ · 565 clientsWealth manager
    Schwab 83%
    $2.1B
  5. 3504
    SIR Capital Management L.P.New York, NY · 10 clientsPrivate fund adviser
    Goldman Sachs 100%
    $2.1B
  6. 3505
    Sparx Asset Management Korea Co., LTD.Seoul, Korea, South · 6 clientsAsset manager
    Citi 100%
    $2.1B
  7. 3507
    Okabena Investment Services IncMinneapolis, MN · 148 clientsPrivate fund adviser
    Schwab 100%
    $2.1B
  8. 3508
    Tower Arch CapitalDraper, UT · 7 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  9. 3509
    Enlightenment CapitalChevy Chase, MD · 16 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  10. 3510
    Westview Capital Management LLCBoston, MA · 3 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  11. 3511
    Velocity Capital Advisors LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  12. 3512
    Suncoast Equity Management, LLCTampa, FL · 870 clientsWealth manager
    Schwab 100%
    $2.1B
  13. 3513
    Blue Swell Asset Management Private LimitedSingapore, Singapore · 7 clientsPrivate fund adviser
    Goldman Sachs 100%
    $2.1B
  14. 3514
    New England Retirement Consultants, LLCBoston, MA · 14 clientsAsset manager
    No custodian reported
    $2.1B
  15. 3517
    Greylion Partners LPNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  16. 3519
    Gerchen Capital PartnersChicago, IL · 17 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  17. 3520
    Elser Financial Planning, Inc.Indianapolis, IN · 584 clientsWealth manager
    Schwab 100%
    $2.1B
  18. 3522
    Fiduciary Advisors, Inc.St. Louis, MO · 143 clientsAsset manager
    Vanguard 79%
    $2.1B
  19. 3525
    Blue Grotto Capital, LLCAtlanta, GA · 7 clientsAsset manager
    Morgan Stanley 52%UBS 48%
    $2.1B
  20. 3527
    Long Ridge Equity PartnersNew York, NY · 14 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  21. 3529
    Alpine Associates Management Inc.Palm Beach, FL · 11 clientsPrivate fund adviser
    J.P. Morgan 83%
    $2.1B
  22. 3531
    Sundance BaySalt Lake City, UT · 8 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  23. 3533
    Adell Harriman & CarpenterHouston, TX · 819 clientsWealth manager
    Fidelity 100%
    $2.1B
  24. 3534
    Columbia Capital Management, LLCMerriam, KS · 30 clientsAsset manager
    Schwab 100%
    $2.1B
  25. 3536
    Goldfinch PartnersBellevue, WA · 7 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  26. 3537
    Narwhal Capital ManagementMarietta, GA · 365 clientsAsset manager
    Schwab 100%
    $2.1B
  27. 3538
    Squadra Investments - Gestao De Recursos Ltda.Rio De Janeiro, Brazil · 9 clientsPrivate fund adviser
    Citi 74%BNY 26%
    $2.1B
  28. 3539
    Carrick Capital PartnersSan Francisco, CA · 31 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  29. 3542
    Maren CapitalChicago, IL · 9 clientsAsset manager
    BNY 41%Northern Trust 36%Schwab 22%
    $2.1B
  30. 3543
    Indivisible PartnersClearwater, FL · 676 clientsWealth manager
    Fidelity 90%
    $2.1B
  31. 3544
    True Wind Capital Management, L.P.San Francisco, CA · 12 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  32. 3546
    Gillson CapitalChicago, IL · 7 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  33. 3547
    Basis Management Group LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  34. 3548
    Eubel Brady & SuttmanMiamisburg, OH · 816 clientsWealth manager
    Schwab 100%
    $2.1B
  35. 3549
    Newtyn Management, LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  36. 3550
    Segment Wealth Management, LLCHouston, TX · 236 clientsWealth manager
    Schwab 100%
    $2.1B
  37. 3551
    Tortoise Investment Management, LLCWhite Plains, NY · 504 clientsWealth manager
    Fidelity 100%
    $2.1B
  38. 3552
    Avestar Capital, LLCNew York, NY · 187 clientsWealth manager
    Schwab 60%Pershing 40%
    $2.1B
  39. 3554
    Phoenix Merchant Partners, LPRye, NY · 7 clientsAsset manager
    U.S. Bancorp Investments 50%Pinnacle Bank 50%
    $2.1B
  40. 3556
    Ellenbecker Investment GroupWaukesha, WI · 2,283 clientsWealth manager
    Schwab 100%
    $2.1B

RIAs by state