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Est. 2026The front page of wealth managementNew York

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RB 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 2026FP 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 Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says
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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. 865
    Hildene Capital ManagementStamford, CT · 82 clientsPrivate fund adviser
    State Street 81%
    $20B
  2. 866
    Meketa Fiduciary Management, LLCCarlsbad, CA · 44 clientsAsset manager
    U.S. Bank 68%
    $20B
  3. 869
    Audax Private EquityBoston, MA · 36 clientsPrivate fund adviser
    No custodian reported
    $20B
  4. 870
    Pccp, LLCLOS Angeles, CA · 52 clientsPrivate fund adviser
    No custodian reported
    $20B
  5. 877
    RWA Wealth PartnersBoston, MA · 6,027 clientsWealth manager
    Fidelity 81%
    $20B
  6. 878
    O'shaughnessy Asset Management, LLCStamford, CT · 11,156 clientsWealth managerPublic-company owned
    No custodian reported
    $20B
  7. 881
    Royalty Pharma Sub-Manager, LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $20B
  8. 884
    Trinitas Capital ManagementDallas, TX · 45 clientsPrivate fund adviser
    No custodian reported
    $20B
  9. 885
    Egerton Capital (US), LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $20B
  10. 887
    Pentwater Capital Management LPNaples, FL · 23 clientsPrivate fund adviser
    UBS 51%Citi 29%
    $19B
  11. 888
    Berkshire Property Advisors, LLCBoston, MA · 8 clientsPrivate fund adviser
    No custodian reported
    $19B
  12. 890
    PDT Partners, LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $19B
  13. 893
    Egerton Capital (UK) LLPLondon, United Kingdom · 5 clientsPrivate fund adviser
    No custodian reported
    $19B
  14. 896
    Deerfield Management CompanyNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $19B
  15. 897
    KPS Capital Partners, LPNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $19B
  16. 898
    Great Hill PartnersBoston, MA · 50 clientsPrivate fund adviser
    No custodian reported
    $19B
  17. 899
    Knighthead Capital Management, LLCNew York, NY · 50 clientsPrivate fund adviser
    Northern Trust 60%State Street 40%
    $19B
  18. 901
    Alpine InvestorsSAN Francisco, CA · 16 clientsPrivate fund adviser
    No custodian reported
    $19B
  19. 902
    American Securities LLCNew York, NY · 23 clientsPrivate fund adviser
    No custodian reported
    $19B
  20. 903
    Brighton Jones LLCSeattle, WA · 3,661 clientsWealth manager
    Fidelity 100%
    $19B
  21. 905
    Capricorn Investment Group LLCNew York, NY · 34 clientsPrivate fund adviser
    Goldman Sachs 57%J.P. Morgan 43%
    $19B
  22. 906
    Letko, Brosseau & Associates Inc.Montreal, Quebec, Canada · 2,186 clientsAsset manager
    RBC 73%CIBC Mellon 27%
    $19B
  23. 910
    Altimeter Capital Management, LPMenlo Park, CA · 36 clientsPrivate fund adviser
    Citi 61%Morgan Stanley 39%
    $19B
  24. 913
    Monroe Capital Management Advisors LLCChicago, IL · 90 clientsPrivate fund adviser
    No custodian reported
    $19B
  25. 914
    Royalty Pharma Manager, LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $19B
  26. 915
    1823 Partners (US) LLCMiami, FL · 5 clientsAsset manager
    U.S. Bank 48%Citi 37%
    $19B
  27. 916
    Comprehensive Financial Management LLCLOS Gatos, CA · 30 clientsWealth manager
    Northern Trust 100%
    $19B
  28. 918
    Fundsmith, LLPLondon, United Kingdom · 5 clientsPrivate fund adviser
    No custodian reported
    $19B
  29. 920
    Rock Creek Group LLCWashington, DC · 41 clientsAsset manager
    Northern Trust 100%
    $18B
  30. 923
    GreenoaksSAN Francisco, CA · 59 clientsPrivate fund adviser
    No custodian reported
    $18B
  31. 924
    Acore Capital, LPNew York, NY · 29 clientsAsset manager
    No custodian reported
    $18B
  32. 927
    RCP Advisors 2, LLCDallas, TX · 109 clientsPrivate fund adviser
    No custodian reported
    $18B
  33. 928
    Arlington Capital PartnersBethesda, MD · 5 clientsPrivate fund adviser
    No custodian reported
    $18B
  34. 929
    Deep Blue Investment AdvisorsTampa, FL · 33 clientsPrivate fund adviser
    BNY 86%
    $18B
  35. 930
    Atlas Holdings LLCGreenwich, CT · 17 clientsPrivate fund adviser
    No custodian reported
    $18B
  36. 934
    Aspiriant, LLCLOS Angeles, CA · 2,357 clientsWealth manager
    Schwab 100%
    $18B
  37. 941
    Cevian Capital II GP LimitedSt. Helier, Jersey · 7 clientsPrivate fund adviser
    No custodian reported
    $18B
  38. 943
    Omers Infrastructure and Omers Infrastructure USNew York, NY · 12 clientsAsset manager
    No custodian reported
    $18B
  39. 944
    WE Family OfficesCoral Gables, FL · 112 clientsWealth manager
    No custodian reported
    $18B
  40. 949
    Modera Wealth Management, LLCWestwood, NJ · 6,308 clientsWealth manager
    Schwab 77%Fidelity 23%
    $18B

RIAs by state