Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
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
AtlasFinancial ADVSR
Open free

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

601 firms manage $51.4 trillionBNY

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. 2396
    Peregrine Capital Management, LLCMinneapolis, MN · 30 clientsAsset manager
    BNY 50%State Street 25%Northern Trust 25%
    $4.1B
  2. 2399
    Copeland Capital Management, LLCConshohocken, PA · 1,983 clientsAsset managerHybrid
    Northern Trust 33%J.P. Morgan 32%
    $4.1B
  3. 2401
    NZS Capital LLCDenver, CO · 6 clientsPrivate fund adviser
    Citi 76%BNY 24%
    $4.1B
  4. 2410
    BT Family Office, LLCAtlanta, GA · 10 clientsWealth manager
    BNY 63%J.P. Morgan 37%
    $4.0B
  5. 2414
    Azimuth Capital ManagementBloomfield Hills, MI · 404 clientsWealth managerAffiliated broker-dealer
    Schwab 55%RBC 33%
    $4.0B
  6. 2426
    Financial Integrity Advisors, LLCPhiladelphia, PA · 7 clientsAsset manager
    BNY 100%
    $4.0B
  7. 2485
    Grandeur Peak Global AdvisorsSalt Lake City, UT · 17 clientsAsset managerHybrid
    BNY 51%State Street 43%
    $3.8B
  8. 2512
    TRB Wealth Management, LLCHouston, TX · 934 clientsAsset managerHybridTRB Securities, LLC
    U.S. Bank 47%Schwab 33%
    $3.7B
  9. 2551
    Axar Capital Management LPNew York, NY · 25 clientsPrivate fund adviser
    BNY 48%Fifth Third Bank 31%
    $3.6B
  10. 2552
    CM Wealth Advisors LLCBeachwood, OH · 244 clientsWealth manager
    BNY 94%
    $3.6B
  11. 2578
    SIT Investment Associates, IncMinneapolis, MN · 44 clientsAsset managerHybridSIA Securities Corp.
    Northern Trust 70%
    $3.5B
  12. 2605
    Doubleline Alternatives LPTampa, FL · 7 clientsAsset managerHybrid
    BNY 100%
    $3.5B
  13. 2635
    Sound Shore Management IncGreenwich, CT · 370 clientsAsset manager
    J.P. Morgan 45%Goldman Sachs 23%State Street 22%
    $3.4B
  14. 2668
    Security Capital Research & Management IncorporatedChicago, IL · 61 clientsAsset managerHybridJ.P. Morgan Institutional Investments Inc.
    State Street 43%Northern Trust 30%BNY 27%
    $3.3B
  15. 2673
    Emerald Advisers, LLCLeola, PA · 32 clientsAsset managerHybrid
    Northern Trust 45%State Street 28%BNY 27%
    $3.3B
  16. 2690
    Northeast Investment Management IncBoston, MA · 1,651 clientsWealth manager
    BNY 100%
    $3.3B
  17. 2707
    Meyer Handelman Company LLCRYE Brook, NY · 487 clientsWealth manager
    Citi 79%
    $3.2B
  18. 2740
    LCP Institutional, LLCAtlanta, GA · 133 clientsWealth managerHybrid
    U.S. Bank 42%BNY 34%Schwab 25%
    $3.2B
  19. 2746
    Tennenbaum Capital Partners, LLCSanta Monica, CA · 30 clientsAsset managerAffiliated broker-dealerBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    BNY 100%
    $3.2B
  20. 2815
    Strategic Global Advisors, LLCNewport Beach, CA · 11 clientsAsset manager
    State Street 43%Northern Trust 33%BNY 25%
    $3.0B
  21. 2816
    AEW Capital Management LPBoston, MA · 15 clientsAsset managerHybridNatixis Distribution, LLC, Natixis Investment Managers International
    BNY 73%Northern Trust 27%
    $3.0B
  22. 2829
    Barksdale Investment ManagementNashville, TN · 54 clientsAsset manager
    Morgan Stanley 47%
    $3.0B
  23. 2850
    Acorn Advisory Capital, L.P.New York, NY · 7 clientsAsset manager
    BNY 100%
    $3.0B
  24. 2855
    Cohen & Steers Asia LimitedCentral, Hong Kong · 42 clientsAsset managerAffiliated broker-dealerCohen & Steers Securities, LLC
    State Street 62%Northern Trust 23%
    $2.9B
  25. 2857
    Hudson Edge Investment Partners, Inc.Jersey City, NJ · 70 clientsPrivate fund adviserHybrid
    BNY 43%PNC Bank 34%Northern Trust 23%
    $2.9B
  26. 2903
    Capital Counsel LLCNew York, NY · 224 clientsWealth manager
    BNY 100%
    $2.9B
  27. 2906
    Leeward InvestmentsBoston, MA · 2,700 clientsAsset manager
    BNY 55%Northern Trust 45%
    $2.9B
  28. 2942
    Kaufman Hall Investment ManagementBrentwood, TN · 28 clientsAsset manager
    Computershare Corporate Trust 42%U.S. Bancorp Investments 40%
    $2.8B
  29. 2951
    Bowie Capital Management, LLCRichardson, TX · 10 clientsPrivate fund adviser
    Schwab 36%BNY 24%Northern Trust 23%
    $2.8B
  30. 3000
    Serone Capital Management LLPLondon, United Kingdom · 14 clientsPrivate fund adviser
    BNY 69%Morgan Stanley 31%
    $2.7B
  31. 3007
    Sound Point Commercial Real Estate Finance LLCNew York, NY · 8 clientsAsset manager
    BNY 100%
    $2.7B
  32. 3031
    Gobi Capital LLCBeverly Hills, CA · 8 clientsPrivate fund adviser
    BNY 100%
    $2.7B
  33. 3050
    Windrose Advisors LLCWaltham, MA · 153 clientsPrivate fund adviser
    BNY 100%
    $2.7B
  34. 3094
    LL FundsPhiladelphia, PA · 25 clientsPrivate fund adviser
    BNY 100%
    $2.6B
  35. 3124
    Broad Reach Investment Management LLPLondon, United Kingdom · 7 clientsPrivate fund adviser
    BNY 51%J.P. Morgan 34%
    $2.6B
  36. 3130
    Grand Alliance Asset Management LTD.Hong Kong, Hong Kong · 6 clientsPrivate fund adviser
    BNY 100%
    $2.6B
  37. 3133
    SSI Investment Management LLCLOS Angeles, CA · 79 clientsAsset managerHybridResolute Investment Distributors, Inc.
    Northern Trust 45%BNY 40%
    $2.6B
  38. 3136
    Chickasaw Capital Management, LLCMemphis, TN · 386 clientsAsset managerHybridChickasaw Securities, LLC, clears through National Financial Services (Fidelity)
    Fidelity 31%Comerica Bank 29%BNY 25%
    $2.5B
  39. 3163
    Steelhead Partners, LLCSeattle, WA · 6 clientsPrivate fund adviser
    BNY 100%
    $2.5B
  40. 3196
    Reinhart Partners, LLCMequon, WI · 217 clientsAsset managerAffiliated broker-dealerRobert W. Baird & Co. Incorporated, Strategas Securities, LLC
    J.P. Morgan 28%
    $2.5B

RIAs by state