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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

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. 3204
    Incentive ASOslo, Norway · 9 clientsPrivate fund adviser
    BNY 100%
    $2.5B
  2. 3223
    Medalist Partners LPNew York, NY · 29 clientsPrivate fund adviser
    Northern Trust 37%State Street 36%BNY 27%
    $2.4B
  3. 3233
    Prodigy Asset Management LLCOmaha, NE · 93 clientsAsset manager
    Schwab 82%
    $2.4B
  4. 3264
    Alatus Capital LLCGeneva, Switzerland · 7 clientsPrivate fund adviser
    BNY 100%
    $2.4B
  5. 3266
    Heard Capital LLCChicago, IL · 7 clientsPrivate fund adviser
    BNY 78%
    $2.4B
  6. 3277
    Ratson Advisory LLCNew York, NY · 1 clientsAsset manager
    BNY 53%Citi 47%
    $2.4B
  7. 3335
    Tiptree Advisors, LLCNew York, NY · 19 clientsAsset manager
    5001 Kingsley Dr. MD 1mob2j 85%
    $2.3B
  8. 3348
    Varadero Capital, L.P.New York, NY · 17 clientsPrivate fund adviser
    BNY 99%
    $2.3B
  9. 3358
    Lazard Asset Management Canada IncNew York, NY · 12 clientsAsset managerAffiliated broker-dealerLazard Asset Management (canada) Securities, ULC, Lazard Asset Management Securities LLC, clears through Pershing
    RBC 35%State Street 34%BNY 31%
    $2.3B
  10. 3407
    Newsouth Capital Management IncMemphis, TN · 157 clientsAsset manager
    Northern Trust 37%State Street 23%
    $2.2B
  11. 3452
    DSC Meridian Capital LPNew York, NY · 12 clientsPrivate fund adviser
    BNY 58%State Street 42%
    $2.2B
  12. 3462
    Bell Asset Management LimitedMelbourne, Australia · 14 clientsBroker-dealer firmAffiliated broker-dealerBell Financial Group LTD, Bell Potter Securities (US) LLC
    Citi 45%State Street 22%
    $2.2B
  13. 3466
    Mercer Investment Solutions LLCNew York, NY · 11 clientsAsset manager
    BNY 100%
    $2.2B
  14. 3500
    GMO Singapore PTE. LimitedSingapore, Singapore · 40 clientsAsset manager
    State Street 69%BNY 23%
    $2.1B
  15. 3502
    Orleans Capital Management CorpMandeville, LA · 105 clientsAsset manager
    Argent Trust 41%BNY 25%
    $2.1B
  16. 3538
    Squadra Investments - Gestao De Recursos Ltda.Rio De Janeiro, Brazil · 9 clientsPrivate fund adviser
    Citi 74%BNY 26%
    $2.1B
  17. 3542
    Maren CapitalChicago, IL · 9 clientsAsset manager
    BNY 41%Northern Trust 36%Schwab 22%
    $2.1B
  18. 3574
    Sawgrass Asset Management LLCPonte Vedra Beach, FL · 116 clientsAsset manager
    BNY 28%Schwab 27%Salem Trust A DIV of Argent Inst. Trust 23%Northern Trust 22%
    $2.0B
  19. 3609
    Portolan Capital Management, LLCBoston, MA · 19 clientsAsset manager
    BNY 88%
    $2.0B
  20. 3613
    Boston Family Office LLCBoston, MA · 342 clientsWealth manager
    BNY 80%
    $2.0B
  21. 3631
    Neville, Rodie & Shaw IncNew York, NY · 355 clientsWealth manager
    Fidelity Distributors Company 65%
    $2.0B
  22. 3653
    Mount Logan ManagementNew York, NY · 12 clientsAsset managerHybridBC Partners Securities LLC
    State Street 60%BNY 27%
    $2.0B
  23. 3670
    Shapiro Capital Management LLCAtlanta, GA · 393 clientsAsset managerAffiliated broker-dealerResolute Investment Distributors, Inc.
    Goldman Sachs 51%Schwab 28%
    $2.0B
  24. 3681
    Guidestone AdvisorsDallas, TX · 2,089 clientsWealth managerHybridGuidestone Financial Services
    Guidestone 80%
    $2.0B
  25. 3701
    Voss Capital, LPHouston, TX · 10 clientsAsset manager
    Goldman Sachs 63%
    $1.9B
  26. 3705
    Penn Capital Management Company, LLCPhiladelphia, PA · 631 clientsAsset managerAffiliated broker-dealerLiquidity Apac PTE LTD, Liquidity Finance (difc) Limited
    J.P. Morgan 65%BNY 35%
    $1.9B
  27. 3736
    DT Investment Partners, LLCChadds Ford, PA · 1,316 clientsWealth manager
    Schwab 47%Wilmington Trust Investment Management 31%
    $1.9B
  28. 3768
    Eton AdvisorsChapel Hill, NC · 143 clientsAsset managerAffiliated broker-dealer
    Schwab 54%BNY 46%
    $1.9B
  29. 3780
    Wilkinson Global Asset Management LLCNew York, NY · 575 clientsWealth manager
    BNY 54%Schwab 46%
    $1.9B
  30. 3826
    Old Orchard Capital Management LPNew York, NY · 5 clientsPrivate fund adviser
    BNY 68%U.S. Bank 32%
    $1.8B
  31. 3837
    Heitman Real Estate Securities LLCChicago, IL · 23 clientsAsset managerHybridHeitman International Real Estate Securities PTY Limited, Heitman Securities LLC
    State Street 49%Northern Trust 27%
    $1.8B
  32. 3864
    Hoisington Investment Management CoAustin, TX · 8 clientsAsset manager
    BNY 59%
    $1.8B
  33. 3886
    Oak Associates LTDAkron, OH · 42 clientsAsset manager
    UBS 34%PNC Bank National Association 27%BNY 26%
    $1.8B
  34. 3909
    Petra Capital Management, Inc.Seoul, Korea, South · 5 clientsAsset manager
    BNY 67%
    $1.8B
  35. 3927
    Rice Hall James & Associates LLCSan Diego, CA · 249 clientsAsset manager
    Northern Trust 40%State Street 34%BNY 26%
    $1.7B
  36. 3939
    Long Path Partners, LPStamford, CT · 23 clientsPrivate fund adviser
    State Street 76%
    $1.7B
  37. 3973
    Seelaus Asset Management, LLCChatham, NJ · 273 clientsAsset managerHybridR. Seelaus & Co., LLC
    U.S. Bancorp Investments 39%BNY 37%
    $1.7B
  38. 3976
    North Peak Capital Management, LLCNew York, NY · 9 clientsPrivate fund adviser
    Morgan Stanley 100%
    $1.7B
  39. 4076
    Trivium Point Advisory, LLCWilton, CT · 850 clientsWealth managerHybrid
    Schwab 60%LPL Financial 25%
    $1.6B
  40. 4112
    Linden Global Strategies LLCNew York, NY · 175 clientsWealth manager
    BNY 63%
    $1.6B

RIAs by state