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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. 3721
    Conservest Capital Advisors IncWynnewood, PA · 303 clientsWealth manager
    Schwab 81%
    $1.9B
  2. 3723
    Rossmore Private Capital, LLCGlastonbury, CT · 275 clientsWealth manager
    Pershing 100%
    $1.9B
  3. 3724
    Magnetar Asset Management LLCEvanston, IL · 1 clientsAsset manager
    Morgan Stanley 100%
    $1.9B
  4. 3725
    Private Wealth Partners, LLCMill Valley, CA · 258 clientsWealth manager
    Schwab 100%
    $1.9B
  5. 3726
    Terry McDaniel & CompanyAustin, TX · 378 clientsWealth manager
    Schwab 79%
    $1.9B
  6. 3728
    CIP PE Advisors, LLCWest Palm Beach, FL · 10 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  7. 3731
    Novare Capital ManagementCharlotte, NC · 757 clientsWealth manager
    Schwab 100%
    $1.9B
  8. 3732
    LegalistSan Francisco, CA · 17 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  9. 3733
    Laramar Multi-Family Value Manager, LLCChicago, IL · 33 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  10. 3734
    Artemis Wealth Advisors, LLCPort Washington, NY · 34 clientsAsset manager
    Schwab 46%Morgan Stanley 44%
    $1.9B
  11. 3735
    Brickwood Asset ManagementLondon, United Kingdom · 9 clientsAsset manager
    No custodian reported
    $1.9B
  12. 3736
    DT Investment Partners, LLCChadds Ford, PA · 1,316 clientsWealth manager
    Schwab 47%Wilmington Trust Investment Management 31%
    $1.9B
  13. 3737
    Carousel Capital Management Company, L.P.Charlotte, NC · 10 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  14. 3738
    Kildare Partners US, LLCWestlake, TX · 16 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  15. 3740
    Resolute Partners GroupSan Francisco, CA · 35 clientsWealth manager
    Pershing 51%Schwab 35%
    $1.9B
  16. 3742
    Patriot Investment Management Group IncKnoxville, TN · 1,559 clientsWealth manager
    Schwab 100%
    $1.9B
  17. 3746
    Main Management, LLCSan Francisco, CA · 253 clientsWealth manager
    Schwab 100%
    $1.9B
  18. 3747
    NumeraiSan Francisco, CA · 11 clientsPrivate fund adviser
    UBS 100%
    $1.9B
  19. 3751
    Saratoga Management Company LLCNew York, NY · 2 clientsAsset manager
    No custodian reported
    $1.9B
  20. 3752
    Saratoga Investment Advisors, LLCNew York, NY · 2 clientsAsset manager
    No custodian reported
    $1.9B
  21. 3753
    Halifax Investment Management, L.L.C.Raleigh, NC · 8 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  22. 3754
    Glouston Capital Partners, LLCBoston, MA · 22 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  23. 3755
    BpocChicago, IL · 11 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  24. 3756
    SP Asset Management LLCCupertino, CA · 211 clientsWealth manager
    Fidelity 85%
    $1.9B
  25. 3760
    BOW Wave Capital Management, LPNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  26. 3761
    Clarion Capital Partners, LLCNew York, NY · 24 clientsPrivate fund adviser
    Wells Fargo 100%
    $1.9B
  27. 3762
    Treville Capital Management LLCNew York, NY · 14 clientsPrivate fund adviser
    U.S. Bank 59%Stifel Bank 41%
    $1.9B
  28. 3764
    Endeavour CapitalPortland, OR · 6 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  29. 3765
    Broad Bay Capital Management LPNew York, NY · 4 clientsAsset manager
    Morgan Stanley 38%Merrill / Bank of America 34%Goldman Sachs 28%
    $1.9B
  30. 3766
    True Link Financial AdvisorsSan Francisco, CA · 1,461 clientsAsset manager
    Schwab 100%
    $1.9B
  31. 3767
    Retirement Management SystemsLeonardtown, MD · 3,032 clientsWealth manager
    Schwab 100%
    $1.9B
  32. 3769
    Granite PartnersSt. Cloud, MN · 3 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  33. 3771
    Modell Capital Management LLCBloomfield Hills, MI · 394 clientsWealth manager
    Schwab 81%
    $1.9B
  34. 3773
    Valence8Cambridge, MA · 8 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  35. 3774
    Triguard Management LLCNewport Beach, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  36. 3776
    Access VenturesNew York, NY · 32 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  37. 3777
    Axia AdvisoryIndianapolis, IN · 123 clientsAsset manager
    Fidelity 43%Schwab 30%Broadridge Trust 27%
    $1.9B
  38. 3778
    Blue Chip Partners, LLCFarmington Hills, MI · 1,007 clientsWealth manager
    Raymond James 82%
    $1.9B
  39. 3779
    Klcm Advisors, Inc.Milwaukee, WI · 637 clientsWealth manager
    Schwab 100%
    $1.9B
  40. 3780
    Wilkinson Global Asset Management LLCNew York, NY · 575 clientsWealth manager
    BNY 54%Schwab 46%
    $1.9B

RIAs by state