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Est. 2026The front page of wealth managementNew York

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KC The 16 Best Financial Advisor Conferences To Attend In 2027IN Digital asset custody reshapes how banks compete in tokenized financeIN Fidelity's $100M custody minimum forces small RIAs to pick a pathIN Wealth firms report organic growth rebound, but process gaps persistIN Shareholder support rebounds even as proxy proposals hit new lowIN AI governance gaps leave RIAs exposed to a new wave of cyber threatsIN Home affordability crisis deepens as mortgage rates and hidden costs riseFP 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 2026
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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. 3947
    Perry Creek Capital LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  2. 3949
    Catalyst Financial PartnersBoston, MA · 355 clientsWealth managerWrap sponsor
    Schwab 100%
    $1.7B
  3. 3951
    Guidepost Growth Equity Management Company, L.P.Boston, MA · 5 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  4. 3952
    Wexford Capital LPWest Palm Beach, FL · 16 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  5. 3953
    RK Capital Management, LLCWeston, FL · 3 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  6. 3955
    Princeton Equity GroupPrinceton, NJ · 8 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  7. 3957
    GCW Partners LLPLondon, United Kingdom · 11 clientsPrivate fund adviser
    Interactive Brokers 100%
    $1.7B
  8. 3959
    Omega Fund Management, LLCBoston, MA · 5 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  9. 3962
    Colbeck Capital Management, LLCNew York, NY · 18 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  10. 3963
    Broadwood Capital, IncNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  11. 3966
    Housatonic PartnersSan Francisco, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  12. 3967
    Quest Investment Management, LLCLake Oswego, OR · 125 clientsAsset manager
    No custodian reported
    $1.7B
  13. 3968
    Linse Capital LLCSan Juan, PR · 18 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  14. 3971
    The Praedium Group LLCBoca Raton, FL · 17 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  15. 3972
    Oak Ridge Investments, LLCChicago, IL · 3,920 clientsWealth managerWrap sponsor
    Ameriprise 60%UBS 40%
    $1.7B
  16. 3974
    American InfrastructureFoster City, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  17. 3975
    Stephens Group Asset Management, LLCLittle Rock, AR · 225 clientsWealth manager
    Schwab 100%
    $1.7B
  18. 3976
    North Peak Capital Management, LLCNew York, NY · 9 clientsPrivate fund adviser
    Morgan Stanley 100%
    $1.7B
  19. 3977
    Oldfield Partners LLPLondon, United Kingdom · 7 clientsAsset manager
    Northern Trust 100%
    $1.7B
  20. 3980
    Citrin Cooperman Wealth Management, LLCNew York, NY · 63 clientsWealth managerPublic-company owned
    Schwab 74%J.P. Morgan 26%
    $1.7B
  21. 3981
    Gilbert & Cook, Inc.West Des Moines, IA · 901 clientsWealth managerWrap sponsor
    Schwab 100%
    $1.7B
  22. 3982
    Raffa Investment Advisers252 clientsAsset manager
    Schwab 100%
    $1.7B
  23. 3984
    Prescott General Partners LLCBoca Raton, FL · 1 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  24. 3985
    Parsifal Capital Management, LPGreenwich, CT · 5 clientsPrivate fund adviser
    Morgan Stanley 47%UBS 35%
    $1.7B
  25. 3986
    Corundum Group, Inc.Colorado Springs, CO · 157 clientsPrivate fund adviser
    RBC 100%
    $1.7B
  26. 3987
    CRA Financial Services, L.L.C.Northfield, NJ · 1,433 clientsWealth manager
    Fidelity Distributors Company 75%Schwab 25%
    $1.7B
  27. 3990
    Wellington Consulting Services IncChantilly, VA · 9,324 clientsWealth manager
    Schwab 100%
    $1.7B
  28. 3992
    Petredis Investment AdvisorsWarrendale, PA · 535 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $1.7B
  29. 3993
    Nevastar Finance LTDLondon, United Kingdom · 120 clientsWealth manager
    Lombard Odier 29%UBS 28%Rothschild & Co Bank AG 27%
    $1.7B
  30. 3994
    LEE Financial Company, LLCDallas, TX · 443 clientsWealth manager
    Schwab 54%Fidelity 46%
    $1.7B
  31. 3995
    Smith Affiliated Capital Corp.New York, NY · 195 clientsAsset manager
    Northern Trust 80%
    $1.7B
  32. 3996
    Clearwater Capital PartnersHoffman Estates, IL · 1,041 clientsWealth managerWrap sponsor
    Schwab 100%
    $1.7B
  33. 3997
    Argonne Capital Group, LLCAtlanta, GA · 19 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  34. 3998
    Ember InfrastructureNew York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  35. 3999
    Trace Capital Management LPHouston, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  36. 4000
    Transom Capital GroupEl Segundo, CA · 11 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  37. 4001
    Weatherly Asset ManagementDel Mar, CA · 381 clientsWealth manager
    Fidelity 100%
    $1.7B
  38. 4003
    Renwave Kore, LLCGreenwich, CT · 12 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  39. 4004
    Advyzon Investment Management, LLCLisle, IL · 61 clientsAsset manager
    Schwab 68%
    $1.7B
  40. 4006
    Adar1 Capital Management, LLCAustin, TX · 8 clientsPrivate fund adviser
    No custodian reported
    $1.7B

RIAs by state