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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. 3608
    NCH Capital Inc.New York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  2. 3609
    Portolan Capital Management, LLCBoston, MA · 19 clientsAsset manager
    BNY 88%
    $2.0B
  3. 3610
    UnisonProvidence, RI · 95 clientsWealth manager
    Northern Trust 86%
    $2.0B
  4. 3611
    Hammes Realty Advisors, LLCMilwaukee, WI · 5 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  5. 3613
    Boston Family Office LLCBoston, MA · 342 clientsWealth manager
    BNY 80%
    $2.0B
  6. 3614
    Rush Island Management, LPNew York, NY · 4 clientsPrivate fund adviser
    Morgan Stanley 60%Goldman Sachs 40%
    $2.0B
  7. 3615
    Western Technology Investment (WTI)Portola Valley, CA · 12 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  8. 3616
    Marks Group Wealth Management, Inc.Minnetonka, MN · 809 clientsWealth managerWrap sponsor
    Fidelity 89%
    $2.0B
  9. 3618
    Advent Global Opportunities Management LLCBoston, MA · 5 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  10. 3619
    Albion Financial GroupSalt Lake City, UT · 737 clientsWealth manager
    Schwab 87%
    $2.0B
  11. 3620
    Infinity Q Capital Management, LLCNew York, NY · 3 clientsAsset manager
    No custodian reported
    $2.0B
  12. 3621
    Declaration Partners LPNew York, NY · 64 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  13. 3622
    Woodmont Investment Counsel, LLCNashville, TN · 468 clientsWealth manager
    Schwab 100%
    $2.0B
  14. 3623
    AFF Fund Manager, LLCAtlanta, GA · 14 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  15. 3624
    Jackson Thornton Wealth Management, LLCMontgomery, AL · 988 clientsWealth manager
    Schwab 87%
    $2.0B
  16. 3625
    Corry Capital Advisors, LLCVero Beach, FL · 19 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  17. 3626
    Physician Wealth Advisors, Inc.Salt Lake City, UT · 1,124 clientsWealth manager
    Fidelity 97%
    $2.0B
  18. 3627
    Lane42Santa Monica, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  19. 3628
    Jnba Financial Advisors, LLCBloomington, MN · 1,115 clientsWealth manager
    Schwab 100%
    $2.0B
  20. 3629
    Impax Asset ManagementLondon, United Kingdom · 4 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  21. 3630
    CAPTRUST Wealth AdvisorsHolland, MI · 926 clientsWealth managerWrap sponsor
    Pershing 100%
    $2.0B
  22. 3631
    Neville, Rodie & Shaw IncNew York, NY · 355 clientsWealth manager
    Fidelity Distributors Company 65%
    $2.0B
  23. 3632
    Blackhill Capital, IncMorristown, NJ · 81 clientsWealth manager
    Pershing 100%
    $2.0B
  24. 3633
    Rose Smart Growth Investment Advisors, LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  25. 3634
    Corda Investment Management, LLCHouston, TX · 1,363 clientsWealth manager
    Schwab 100%
    $2.0B
  26. 3635
    Silveroak Wealth Management LLCEdina, MN · 446 clientsWealth manager
    Schwab 100%
    $2.0B
  27. 3636
    Viola Credit Partners Management Limited PartnershipTel Aviv, Israel · 27 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  28. 3637
    Naples Global AdvisorsNaples, FL · 306 clientsWealth manager
    Schwab 79%
    $2.0B
  29. 3638
    Trez Capital Fund Management Limited PartnershipVancouver, BC, Canada · 29 clientsBroker-dealer firm
    No custodian reported
    $2.0B
  30. 3639
    Arc70 Advisers LPBurlingame, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  31. 3640
    The Harbor Group, Inc.Bedford, NH · 700 clientsWealth manager
    Schwab 100%
    $2.0B
  32. 3642
    Healthequity AdvisorsDraper, UT · 178,476 clientsWealth managerPublic-company owned
    Healthequity Trust 100%
    $2.0B
  33. 3644
    Stack Financial Management IncWhitefish, MT · 833 clientsWealth manager
    Schwab 100%
    $2.0B
  34. 3645
    Feldman, Ingardona & CoDowners Grove, IL · 184 clientsWealth manager
    Fidelity 100%
    $2.0B
  35. 3649
    MAK CapitalNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  36. 3650
    Comperio Retirement Consulting, Inc.Cary, NC · 27 clientsAsset manager
    No custodian reported
    $2.0B
  37. 3652
    Trumbower Financial Advisors LLCBethesda, MD · 246 clientsWealth manager
    Fidelity 100%
    $2.0B
  38. 3654
    Resolution Capital (US) LimitedRye Brook, NY · 18 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  39. 3655
    Sole Source Capital LLCDallas, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  40. 3656
    Woodbourne Capital Management International LPBoulder, CO · 15 clientsPrivate fund adviser
    No custodian reported
    $2.0B

RIAs by state