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FinancialADVSR

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. 3782
    Integral Health Asset Management, LLCNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  2. 3783
    Naviter Wealth, LLCLittle Rock, AR · 361 clientsWealth manager
    Schwab 100%
    $1.9B
  3. 3784
    DG Partners LLPLondon, United Kingdom · 9 clientsPrivate fund adviser
    Deutsche Bank AG London Branch 100%
    $1.9B
  4. 3785
    Wolf Hill Capital Management, LPGreenwich, CT · 7 clientsPrivate fund adviser
    Goldman Sachs 63%U.S. Bank 37%
    $1.9B
  5. 3786
    Austin AssetAustin, TX · 458 clientsWealth manager
    Schwab 83%
    $1.9B
  6. 3787
    Fifth Down Cap LLCBoston, MA · 60 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  7. 3789
    UX Wealth Partners LLCCentennial, CO · 56 clientsAsset manager
    Schwab 99%
    $1.9B
  8. 3790
    Diversified Management IncMilwaukee, WI · 340 clientsWealth manager
    Schwab 100%
    $1.9B
  9. 3791
    NMS Capital Services, LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  10. 3793
    Scout Energy Management LLCDallas, TX · 20 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  11. 3794
    Tritium PartnersAustin, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  12. 3797
    Condire Management, LPDallas, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  13. 3798
    Varsity Healthcare PartnersLos Angeles, CA · 11 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  14. 3800
    Clear Creek Financial Management, LLCSilverdale, WA · 4,003 clientsWealth manager
    Schwab 82%
    $1.9B
  15. 3801
    Goanna Capital Management LLC57 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  16. 3802
    McDonald Capital Investors IncOrinda, CA · 90 clientsWealth manager
    RBC 61%
    $1.9B
  17. 3803
    Monashee Investment Management, LLCBoston, MA · 5 clientsAsset manager
    Goldman Sachs 45%J.P. Morgan 30%Morgan Stanley 25%
    $1.9B
  18. 3804
    Tiger Pacific Capital LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  19. 3805
    Griffis Residential Investment AdvisorGreenwood Village, CO · 20 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  20. 3806
    IGP Industries, LLCSan Francisco, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  21. 3807
    Colonial Trust Advisors, Inc.Spartanburg, SC · 958 clientsWealth manager
    Fidelity 100%
    $1.9B
  22. 3808
    Willis Johnson WealthHouston, TX · 578 clientsWealth manager
    Fidelity 100%
    $1.9B
  23. 3809
    Tide Cycle Resources LLCPortsmouth, NH · 1 clientsWealth manager
    Vanguard 100%
    $1.9B
  24. 3811
    CSM Capital CorporationNew York, NY · 55 clientsAsset manager
    Pershing 100%
    $1.8B
  25. 3813
    Granite Investment Partners, LLCEl Segundo, CA · 489 clientsWealth manager
    Schwab 42%Northern Trust 41%
    $1.8B
  26. 3814
    Collaborative Fund Management LLCNew York, NY · 30 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  27. 3815
    Rockbridge Growth Equity Management, L.P.Detroit, MI · 10 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  28. 3816
    RIA AdvisorsHouston, TX · 1,367 clientsWealth manager
    Fidelity 100%
    $1.8B
  29. 3819
    Palisades Hudson Asset Management, L.P.Fort Lauderdale, FL · 151 clientsWealth manager
    Schwab 46%Goldman Sachs 30%Fidelity 24%
    $1.8B
  30. 3820
    Lightbay CapitalLos Angeles, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  31. 3821
    Rockbridge Investment Management, LLCSyracuse, NY · 1,587 clientsWealth manager
    Schwab 100%
    $1.8B
  32. 3822
    Azzad Asset Management, Inc.Falls Church, VA · 1,543 clientsWealth manager
    Goldman Sachs 85%
    $1.8B
  33. 3823
    Silver Oak Services Partners,llcEvanston, IL · 8 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  34. 3824
    Impactive Capital LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  35. 3825
    Coalesce Capital Management LLCNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  36. 3826
    Old Orchard Capital Management LPNew York, NY · 5 clientsPrivate fund adviser
    BNY 68%U.S. Bank 32%
    $1.8B
  37. 3829
    The Molpus Woodlands Group, LLCRidgeland, MS · 9 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  38. 3831
    Cloverlay Investment Management, LLCConshohocken, PA · 13 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  39. 3833
    D2 Asset ManagementDallas, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  40. 3834
    Helix Partners Management LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $1.8B

RIAs by state