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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. 3657
    Graycliff Partners LPNew York, NY · 15 clientsPrivate fund adviser
    HSBC Bank 100%
    $2.0B
  2. 3658
    Timberland Investment Resources, LLCAtlanta, GA · 13 clientsAsset manager
    No custodian reported
    $2.0B
  3. 3659
    LEE Danner & Bass IncNashville, TN · 1,020 clientsWealth manager
    Schwab 63%Fidelity 37%
    $2.0B
  4. 3660
    Centeroak Adviser, L.P.Dallas, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  5. 3661
    Long Pond Capital, LPNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  6. 3663
    Greenwood Gearhart, LLCFayetteville, AR · 1,101 clientsWealth manager
    Schwab 100%
    $2.0B
  7. 3664
    Boldhaven ManagementLondon, United Kingdom · 3 clientsPrivate fund adviser
    Morgan Stanley 100%
    $2.0B
  8. 3665
    Lingotto US LLCNew York, NY · 9 clientsPrivate fund adviser
    Northern Trust 100%
    $2.0B
  9. 3671
    FIC Partners Management, LPHouston, TX · 20 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  10. 3672
    Zazove Associates LLCIncline Village, NV · 72 clientsAsset manager
    U.S. Bank 60%State Street 40%
    $2.0B
  11. 3673
    Brynwood PartnersGreenwich, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  12. 3674
    Ocean Avenue Capital Partners, L.P.Santa Monica, CA · 18 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  13. 3675
    C.M. Capital Advisors, LLCPalo Alto, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  14. 3676
    Bellecapital InternationalZurich, Switzerland · 291 clientsAsset manager
    Rahn + Bodmer 36%Banque Pictet ET CIE. S.A. 25%Bank Julius Baer & Co. AG 24%
    $2.0B
  15. 3678
    Kora Management LPBrooklyn, NY · 14 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  16. 3680
    Evolution Wealth Advisors, LLCAventura, FL · 380 clientsAsset manager
    Schwab 58%J.P. Morgan 42%
    $2.0B
  17. 3682
    Falcon Wealth Planning, LLCOntario, CA · 1,611 clientsWealth manager
    Fidelity 59%Schwab 41%
    $2.0B
  18. 3684
    Qsemble Capital Management, LPNew York City, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  19. 3686
    Quantix Commodities LPGreenwich, CT · 2 clientsAsset manager
    No custodian reported
    $2.0B
  20. 3687
    New State Capital PartnersNew Rochelle, NY · 19 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  21. 3688
    Abound Wealth Management, LLCFranklin, TN · 936 clientsWealth manager
    Fidelity 90%
    $1.9B
  22. 3689
    Behrman Brothers Management Company L.P.New York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  23. 3690
    Ascendant Capital Partners LPLos Angeles, CA · 22 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  24. 3692
    Soma Equity Partners, LPSan Francisco, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  25. 3694
    Capital Z Partners Management, LLCNaples, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  26. 3695
    Lorient Capital Management, LLCMiami, FL · 17 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  27. 3696
    Alliance Partners LLCChevy Chase, MD · 104 clientsAsset manager
    Merrill / Bank of America 100%
    $1.9B
  28. 3698
    Brooke Private Equity Associates Management LLCBoston, MA · 14 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  29. 3701
    Voss Capital, LPHouston, TX · 10 clientsAsset manager
    Goldman Sachs 63%
    $1.9B
  30. 3702
    Radian Capital LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  31. 3703
    Elda River Capital Management, LLCHouston, TX · 16 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  32. 3704
    Parabellum Capital LLCNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  33. 3707
    Rose Grove Capital Management, LLCWellesley, MA · 9 clientsPrivate fund adviser
    Merrill / Bank of America 41%Goldman Sachs 40%
    $1.9B
  34. 3709
    Diversified Portfolios, Inc.Bloomfield Hills, MI · 665 clientsWealth manager
    Schwab 100%
    $1.9B
  35. 3712
    E2pChicago, IL · 8 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  36. 3714
    Hein Park Capital Management LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  37. 3715
    Rebalance LLCPalo Alto, CA · 656 clientsWealth manager
    Schwab 59%Fidelity 41%
    $1.9B
  38. 3717
    Meyers Wealth Management, LLCColumbus, OH · 860 clientsWealth managerWrap sponsor
    Schwab 100%
    $1.9B
  39. 3719
    First Pacific Financial, Inc.Vancouver, WA · 1,312 clientsWealth manager
    Schwab 100%
    $1.9B
  40. 3720
    AMI Asset Management CorpLos Angeles, CA · 1,221 clientsWealth manager
    Schwab 100%
    $1.9B

RIAs by state