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Est. 2026The front page of wealth managementNew York

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FP Year-end tax planning: 5 moves advisors should review with clients4K 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 complex
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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. 3835
    Berman McAleerTimonium, MD · 649 clientsWealth manager
    Fidelity 100%
    $1.8B
  2. 3836
    Cacti Asset Management, LLC43 clientsAsset manager
    U.S. Bank 55%Pershing 36%
    $1.8B
  3. 3838
    Gordian Capital Japan LimitedTokyo, Japan · 7 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  4. 3839
    Ridgewood InfrastructureNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  5. 3840
    Parafi Capital LPNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  6. 3841
    C2 Private WealthNovi, MI · 2,066 clientsWealth manager
    Fidelity Distributors Company 100%
    $1.8B
  7. 3842
    View Capital RIA, LPDallas, TX · 141 clientsWealth manager
    Pershing 77%Schwab 23%
    $1.8B
  8. 3845
    Nova Infrastructure Management, LLCNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  9. 3846
    Financial SynergiesHouston, TX · 928 clientsWealth manager
    Schwab 85%
    $1.8B
  10. 3847
    ArgenticNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  11. 3849
    Versant Capital Management, Inc.Phoenix, AZ · 521 clientsWealth manager
    Schwab 74%Pershing 26%
    $1.8B
  12. 3850
    GDS Wealth ManagementFlower Mound, TX · 1,082 clientsWealth manager
    Raymond James 100%
    $1.8B
  13. 3851
    O2 Investment Partners, L.P.Bloomfield Hills, MI · 13 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  14. 3852
    Kainos (TX) Capital LPDallas, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  15. 3854
    Core Industrial Partners, LLCChicago, IL · 8 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  16. 3855
    Sloy, Dahl & Holst, LLCVancouver, WA · 526 clientsAsset manager
    Schwab 100%
    $1.8B
  17. 3856
    Young Richard C & Co LTDNewport, RI · 813 clientsWealth manager
    Fidelity 100%
    $1.8B
  18. 3860
    Altfest Personal Wealth ManagementNew York, NY · 695 clientsWealth manager
    Schwab 85%
    $1.8B
  19. 3862
    Tensile Capital Management LPLarkspur, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  20. 3863
    Safford Nicholas H & Co IncRockport, MA · 155 clientsWealth manager
    Northern Trust 36%Fidelity 33%Fiduciary Trust 31%
    $1.8B
  21. 3864
    Hoisington Investment Management CoAustin, TX · 8 clientsAsset manager
    BNY 59%
    $1.8B
  22. 3865
    EOS Real Estate Investors LLCNew York, NY · 39 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  23. 3867
    Blueprint Capital Advisors LLCShort Hills, NJ · 9 clientsAsset manager
    No custodian reported
    $1.8B
  24. 3868
    Mitchell Sinkler & StarrPhiladelphia, PA · 247 clientsWealth manager
    Schwab 100%
    $1.8B
  25. 3869
    Metropolitan Partners Group Management, LLCNew York, NY · 23 clientsPrivate fund adviser
    Northern Trust 100%
    $1.8B
  26. 3870
    Monogram Capital Management, L.P.Beverly Hills, CA · 29 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  27. 3871
    QVT Financial LPNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  28. 3872
    Governors Lane LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  29. 3873
    Parkwoods Wealth Partners, LLCClayton, MO · 1,395 clientsWealth manager
    Schwab 100%
    $1.8B
  30. 3875
    Stafford Capital Partners Inc.Austin, TX · 20 clientsPrivate fund adviser
    Perpetual Trustee Company Limited 100%
    $1.8B
  31. 3876
    Aquarian Holdings Management LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  32. 3877
    TFC Financial Management IncBoston, MA · 415 clientsWealth manager
    Schwab 100%
    $1.8B
  33. 3878
    Nonantum Capital PartnersBoston, MA · 12 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  34. 3880
    Alta Park Capital, LPSan Francisco, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  35. 3882
    Healthquest Capital Management, L.P.Austin, TX · 11 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  36. 3885
    Auxano AdvisorsBellevue, WA · 724 clientsWealth manager
    Schwab 100%
    $1.8B
  37. 3886
    Oak Associates LTDAkron, OH · 42 clientsAsset manager
    UBS 34%PNC Bank National Association 27%BNY 26%
    $1.8B
  38. 3887
    Andalusian Private Capital, LPNew York, NY · 40 clientsAsset manager
    No custodian reported
    $1.8B
  39. 3889
    Regent PropertiesLos Angeles, CA · 16 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  40. 3892
    Aligned Climate Capital LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $1.8B

RIAs by state