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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. 4118
    Accolade Asset/liability Advisory ServicesColumbus, OH · 39 clientsAsset manager
    BNY 82%
    $1.6B
  2. 4198
    Robinson Capital Management, LLCGrosse Pointe Farms, MI · 80 clientsAsset manager
    Huntington Bank 64%
    $1.5B
  3. 4217
    Northwest Investment Management (hong Kong) LimitedHong Kong, Hong Kong · 4 clientsPrivate fund adviser
    BNY 100%
    $1.5B
  4. 4227
    Next Century Growth Investors LLCPlymouth, MN · 36 clientsAsset manager
    Northern Trust 45%J.P. Morgan 33%
    $1.5B
  5. 4241
    Goehring & Rozencwajg Associates, LLCNew York, NY · 4 clientsAsset managerHybrid
    Northern Trust 53%BNY 47%
    $1.5B
  6. 4265
    Fosun Asset Management LimitedHong Kong, Hong Kong · 8 clientsAsset managerAffiliated broker-dealerFosun International Securities Limited
    BNP Paribas S.A. 63%
    $1.5B
  7. 4273
    Kyobo Life Asset Management (america) Co., LTD.New York, NY · 1 clientsAsset managerAffiliated broker-dealer
    J.P. Morgan 100%
    $1.5B
  8. 4286
    Adelante Capital Management LLCAlameda, CA · 62 clientsAsset manager
    BNY 54%State Street 46%
    $1.5B
  9. 4302
    Acuitas Investments, LLCSeattle, WA · 3 clientsAsset managerHybrid
    BNY 39%Northern Trust 36%State Street 24%
    $1.5B
  10. 4308
    Kimelman & Baird, LLCNew York, NY · 249 clientsBroker-dealer firmHybrid
    Fidelity 57%BNY 43%
    $1.5B
  11. 4312
    GAM USA Inc.New York, NY · 11 clientsAsset managerHybrid
    Northern Trust 58%Merrill / Bank of America 26%
    $1.5B
  12. 4332
    Raven Credit Capital Management LLCNew York, NY · 10 clientsPrivate fund adviser
    PNC Bank 54%BNY 46%
    $1.5B
  13. 4357
    Haven Global Partners, LLCAtlanta, GA · 20 clientsAsset manager
    State Street 77%
    $1.4B
  14. 4359
    Dorsey Asset ManagementChicago, IL · 9 clientsPrivate fund adviser
    BNY 56%Northern Trust 44%
    $1.4B
  15. 4391
    Anderson Hoagland & CoSt Louis, MO · 150 clientsWealth manager
    Schwab 53%Merrill / Bank of America 29%
    $1.4B
  16. 4400
    The Edgar Lomax CompanyAlexandria, VA · 36 clientsAsset manager
    BNY 33%Principal Custody Solutions 33%
    $1.4B
  17. 4416
    V-Square Quantitative ManagementChicago, IL · 49 clientsWealth manager
    Northern Trust 37%BNY 26%
    $1.4B
  18. 4467
    ESM Management LLC5 clientsAsset manager
    BNY 76%U.S. Bank 24%
    $1.4B
  19. 4474
    Denali Advisors, LLCSan Diego, CA · 291 clientsAsset manager
    BNY 38%
    $1.4B
  20. 4490
    Meow Advisory, LLC604 clientsAsset manager
    Atomic Brokerage 99%
    $1.4B
  21. 4496
    Neumeier Poma Investment Counsel LLCCarmel, CA · 74 clientsAsset manager
    Northern Trust 41%State Street 33%BNY 26%
    $1.4B
  22. 4521
    Roosevelt Capital Management LLCDallas, TX · 69 clientsAsset manager
    BNY 76%
    $1.4B
  23. 4570
    Weatherbie Capital, LLCBoston, MA · 80 clientsAsset managerHybridAlger Management, (singapore) PTE. LTD., Alger Management, LTD
    Northern Trust 32%State Street 31%
    $1.3B
  24. 4637
    Mount Lucas Management LPNewtown, PA · 10 clientsAsset managerHybrid
    Northern Trust 66%BNY 34%
    $1.3B
  25. 4665
    Academy Asset ManagementNew York, NY · 10 clientsAsset managerHybridAcademy Securities, Inc., clears through Pershing
    BNY 68%U.S. Bank 32%
    $1.3B
  26. 4678
    Symphony Financial Partners (singapore) PTE. LTD.Singapore, Singapore · 6 clientsPrivate fund adviser
    J.P. Morgan 55%BNY 26%
    $1.3B
  27. 4690
    Rdst Capital LLCSeattle, WA · 3 clientsPrivate fund adviser
    BNY 100%
    $1.3B
  28. 4695
    Commonwealth Investment ManagementPittsburgh, PA · 63 clientsAsset manager
    PNC Bank 71%BNY 29%
    $1.3B
  29. 4730
    Professional Advisory Services IncVero Beach, FL · 622 clientsWealth manager
    BNY 100%
    $1.3B
  30. 4736
    Webs Creek Capital Management LPDallas, TX · 7 clientsPrivate fund adviser
    Morgan Stanley 70%
    $1.3B
  31. 5005
    The De Burlo Group, Inc.Boston, MA · 113 clientsAsset manager
    BNY 65%
    $1.1B
  32. 5062
    Channing Global Advisors, LLCFort Lauderdale, FL · 33 clientsAsset manager
    State Street 66%BNY 22%
    $1.1B
  33. 5095
    Asset Consulting Group, LLCClayton, MO · 161 clientsAsset managerAffiliated broker-dealer
    Northern Trust 24%
    $1.1B
  34. 5225
    Arohi Asset Management PTE LTD.Singapore, Singapore · 7 clientsPrivate fund adviser
    Kotak Mahindra Bank LTD. 53%Caceis Bank, Luxembourg Branch 26%
    $1.1B
  35. 5260
    LS BDC Adviser, LLCMiami, FL · 1 clientsAsset manager
    BNY 100%
    $1.0B
  36. 5325
    36 South Capital Advisors LLPLondon, United Kingdom · 10 clientsPrivate fund adviser
    BNY 100%
    $1.0B
  37. 5365
    East Coast Asset Management, LLCEssex, MA · 211 clientsAsset manager
    State Street 48%Fidelity 32%
    $1.0B
  38. 5434
    Nuance Investments, LLCKansas City, MO · 257 clientsAsset manager
    Northern Trust 32%Fidelity 27%BNY 23%
    $984M
  39. 5437
    Walter Keenan Wealth ManagementSouth Bend, IN · 158 clientsWealth manager
    Schwab 86%
    $983M
  40. 5512
    Foresight Global Investors, Inc.Purchase, NY · 17 clientsAsset manager
    State Street 52%J.P. Morgan 27%
    $955M

RIAs by state