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Est. 2026The front page of wealth managementNew York

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4K Social Security Database Cleanup Corrects 50 Million RecordsRB 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 Priorities
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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. 950
    Merganser Capital Management, LLCBoston, MA · 124 clientsAsset manager
    Northern Trust 33%BNY 28%State Street 22%
    $18B
  2. 951
    Durable Capital Partners LPBethesda, MD · 5 clientsPrivate fund adviser
    No custodian reported
    $18B
  3. 952
    Geowealth Management LLCChicago, IL · 51,018 clientsWealth manager
    Schwab 73%Fidelity 27%
    $18B
  4. 954
    Searchlight Capital PartnersNew York, NY · 73 clientsPrivate fund adviser
    No custodian reported
    $18B
  5. 957
    Limekiln Real Estate Investment Management, LPNew York, NY · 1 clientsAsset manager
    No custodian reported
    $17B
  6. 958
    American Industrial PartnersNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $17B
  7. 960
    RedwheelLondon, United Kingdom · 39 clientsPrivate fund adviser
    Northern Trust 51%Citi 34%
    $17B
  8. 963
    Capital Wealth Planning, LLCNaples, FL · 12,580 clientsWealth managerWrap sponsor
    Raymond James 100%
    $17B
  9. 965
    Stepstone Group Real Estate LPLa Jolla, CA · 88 clientsPrivate fund adviser
    No custodian reported
    $17B
  10. 966
    Kohlberg & CompanyMount Kisco, NY · 40 clientsPrivate fund adviser
    No custodian reported
    $17B
  11. 967
    Bernard L. Madoff Investment Securities LLCNew York, NYBroker-dealer firm
    No custodian reported
    $17B
  12. 968
    Niobrara Capital PartnersNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $17B
  13. 971
    Mission Wealth Management, LPSanta Barbara, CA · 5,341 clientsWealth manager
    Fidelity 62%Schwab 38%
    $17B
  14. 976
    Symmetry Investments US LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $17B
  15. 979
    MonarchNew York, NY · 62 clientsPrivate fund adviser
    No custodian reported
    $17B
  16. 980
    Darsana Capital Partners LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $17B
  17. 983
    Keystate Advisory, LLCLas Vegas, NV · 80 clientsAsset manager
    Principal Financial Group 58%Bankers' Bank 42%
    $17B
  18. 985
    Compass Rose Asset ManagementNew York, NY · 3 clientsPrivate fund adviser
    Goldman Sachs 43%J.P. Morgan 28%Barclays Bank PLC 27%
    $17B
  19. 986
    Invus Financial Advisors, LLCNew York, NY · 37 clientsPrivate fund adviser
    Goldman Sachs 100%
    $16B
  20. 987
    Freestone Grove Partners LPSan Francisco, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $16B
  21. 988
    RA Capital Management, LPBoston, MA · 13 clientsPrivate fund adviser
    Fidelity 100%
    $16B
  22. 989
    Valley View Consulting LLC76 clientsAsset manager
    No custodian reported
    $16B
  23. 991
    3g Capital Partners LPNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $16B
  24. 993
    Divco West Real Estate Services, LLCSan Francisco, CA · 31 clientsPrivate fund adviser
    No custodian reported
    $16B
  25. 999
    Varde Management, L.P.New York, NY · 121 clientsPrivate fund adviser
    No custodian reported
    $16B
  26. 1009
    One Queen Capital Inc.Toronto, Ontario, Canada · 5 clientsPrivate fund adviser
    No custodian reported
    $16B
  27. 1010
    Maverick Capital LTDDallas, TX · 19 clientsPrivate fund adviser
    Morgan Stanley 100%
    $16B
  28. 1013
    Whitebox Advisors LLCMinneapolis, MN · 16 clientsPrivate fund adviser
    No custodian reported
    $16B
  29. 1014
    OEP Capital Advisors, L.P.New York, NY · 35 clientsPrivate fund adviser
    J.P. Morgan 100%
    $16B
  30. 1018
    Soroban Capital Partners LPNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $16B
  31. 1019
    Mason Investment Advisory Services IncReston, VA · 1,147 clientsAsset manager
    Pershing 100%
    $16B
  32. 1020
    Greenbriar Equity GroupGreenwich, CT · 21 clientsPrivate fund adviser
    No custodian reported
    $16B
  33. 1021
    Battery Management Corp.Boston, MA · 60 clientsPrivate fund adviser
    No custodian reported
    $16B
  34. 1023
    Weiss Asset ManagementBoston, MA · 2 clientsPrivate fund adviser
    No custodian reported
    $16B
  35. 1024
    Abbott Capital Management LLCNew York, NY · 61 clientsPrivate fund adviser
    State Street 65%Northern Trust 35%
    $16B
  36. 1030
    AEA QP Advisers LLCNew York, NY · 18 clientsPrivate fund adviser
    No custodian reported
    $15B
  37. 1031
    Tishman Speyer Properties, L.P.New York, NY · 78 clientsPrivate fund adviser
    No custodian reported
    $15B
  38. 1032
    IRA Group, Inc.Atlanta, GA · 302 clientsAsset manager
    Fidelity Distributors Company 100%
    $15B
  39. 1033
    Banner Ridge PartnersNew York, NY · 35 clientsPrivate fund adviser
    No custodian reported
    $15B
  40. 1034
    Ballentine PartnersWaltham, MA · 353 clientsWealth manager
    Fidelity 100%
    $15B

RIAs by state