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Est. 2026The front page of wealth managementNew York

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RB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund MarketIN Advisor moves: RBC lands $1B UBS team in PittsburghTA Advisors Have a Big Impact on Long-Term Care Planning: Northwestern MutualIN NFL taps General Atlantic, PE backer of Creative Planning and FartherWM Mariner Wealth Advisors Seeks $150M in Additional Debt for AcquisitionsTA Workers Think They're Financially Healthier Than They Are: Voya
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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. 695
    The Palisades Group, LLCAustin, TX · 5 clientsAsset manager
    Computershare Trust Company 100%
    $28B
  2. 700
    Kirkoswald Asset Management LLCNew York, NY · 33 clientsPrivate fund adviser
    No custodian reported
    $27B
  3. 701
    Hrtg GPE, LLCWilson, WY · 22 clientsPrivate fund adviser
    No custodian reported
    $27B
  4. 703
    Colchester Global InvestorsLondon, United Kingdom · 78 clientsPrivate fund adviser
    State Street 31%HSBC Bank PLC 31%Northern Trust 23%
    $27B
  5. 706
    Aquarian Holdings Investment Management LLCNew York, NY · 16 clientsAsset manager
    BNY 43%U.S. Bank 25%
    $27B
  6. 708
    Alpha Wave Global, LPMiami, FL · 23 clientsPrivate fund adviser
    No custodian reported
    $27B
  7. 709
    Brown Advisory LTD.London, United Kingdom · 986 clientsAsset manager
    SEI 58%BNY 42%
    $27B
  8. 711
    Arcline Investment Management LPNashville, TN · 15 clientsPrivate fund adviser
    No custodian reported
    $26B
  9. 712
    Allstate Investment Management CompanyChicago, IL · 97 clientsAsset manager
    BNY 100%
    $26B
  10. 714
    CFI PartnersChicago, IL · 6 clientsAsset manager
    BNY 100%
    $26B
  11. 716
    Summit Rock Advisors, LPNew York, NY · 72 clientsPrivate fund adviser
    Sanford C. Bernstein & Co. 51%Schwab 49%
    $26B
  12. 721
    Csop Asset Management LimitedCentral, Hong Kong · 77 clientsAsset manager
    No custodian reported
    $26B
  13. 724
    Impax Asset Management, LTD.London, United Kingdom · 686 clientsPrivate fund adviser
    BNP Paribas S.A. 29%HSBC 22%
    $26B
  14. 726
    AGL Credit Management LLCNew York, NY · 58 clientsPrivate fund adviser
    No custodian reported
    $26B
  15. 729
    Audax Private DebtNew York, NY · 74 clientsPrivate fund adviser
    No custodian reported
    $26B
  16. 730
    Strategic Value Partners, LLCGreenwich, CT · 62 clientsPrivate fund adviser
    No custodian reported
    $26B
  17. 731
    KSL Capital PartnersDenver, CO · 60 clientsPrivate fund adviser
    No custodian reported
    $26B
  18. 734
    H&h International Investment, LLCPalo Alto, CA · 2 clientsWealth manager
    Interactive Brokers 59%Schwab 41%
    $25B
  19. 735
    Hirtle & Co., LLCWest Conshohocken, PA · 1,791 clientsAsset manager
    BNY 36%U.S. Bank 34%Deutsche Bank Trust Company Americas 30%
    $25B
  20. 736
    Sompo Asset Management Co., LTD.Tokyo, Japan · 541 clientsAsset manager
    Custody Bank of Japan, LTD. 56%State Street 33%
    $25B
  21. 738
    Pemberton Capital Advisors LLPLondon, United Kingdom · 83 clientsPrivate fund adviser
    No custodian reported
    $25B
  22. 739
    Pershing Square Capital Management, L.P.New York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $25B
  23. 743
    Garcia Hamilton & Associates LPHouston, TX · 312 clientsAsset manager
    Northern Trust 47%State Street 31%
    $25B
  24. 744
    W1m Wealth Management LimitedLondon, United Kingdom · 6,712 clientsPrivate fund adviser
    SEI 100%
    $25B
  25. 751
    Fundsmith Investment Services LimitedBeaux Songes, Mauritius · 13 clientsPrivate fund adviser
    No custodian reported
    $25B
  26. 762
    GE Investment ManagementNorwalk, CT · 1 clientsPrivate fund adviser
    No custodian reported
    $24B
  27. 763
    Matson Money, Inc.Mason, OH · 29,985 clientsAsset manager
    Axos 62%Schwab 38%
    $24B
  28. 765
    Elmwood Asset Management LLCNew York, NY · 52 clientsPrivate fund adviser
    No custodian reported
    $24B
  29. 766
    Makena Capital Management, LLCMenlo Park, CA · 48 clientsPrivate fund adviser
    Schwab 44%BNY 42%
    $24B
  30. 767
    Xponance LLCPhiladelphia, PA · 131 clientsAsset manager
    Northern Trust 36%State Street 35%
    $24B
  31. 768
    Bridgepoint LLCNew York, NY · 60 clientsPrivate fund adviser
    No custodian reported
    $24B
  32. 779
    FEGCincinnati, OH · 214 clientsAsset manager
    Schwab 68%Northern Trust 32%
    $24B
  33. 780
    Independent Franchise Partners LLPLondon, United Kingdom · 30 clientsPrivate fund adviser
    Northern Trust 56%State Street 25%
    $24B
  34. 782
    Accel-KkrMenlo Park, CA · 32 clientsPrivate fund adviser
    No custodian reported
    $24B
  35. 783
    Systematica Investments Singapore PTE. LTDSingapore, Singapore · 38 clientsPrivate fund adviser
    No custodian reported
    $24B
  36. 784
    Systematica Investments GP LimitedSt Helier, Jersey · 38 clientsPrivate fund adviser
    No custodian reported
    $24B
  37. 785
    Systematica Investments LimitedSt Helier, Jersey · 38 clientsPrivate fund adviser
    No custodian reported
    $24B
  38. 786
    Systematica Investments UK LLPLondon, United Kingdom · 38 clientsPrivate fund adviser
    No custodian reported
    $24B
  39. 788
    Horsley Bridge Partners LLCSAN Francisco, CA · 46 clientsPrivate fund adviser
    No custodian reported
    $24B
  40. 789
    K1 Investment Management LLCManhattan Beach, CA · 26 clientsPrivate fund adviser
    No custodian reported
    $24B

RIAs by state