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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
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.

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601 firms manage $51.4 trillionBNY

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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. 5514
    Cdam (UK) LTDLondon, United Kingdom · 1 clientsAsset manager
    Northern Trust 56%BNY 44%
    $954M
  2. 5889
    Harbor AdvisorsWest Palm Beach, FL · 10 clientsAsset manager
    Morgan Stanley 59%Interactive Brokers 32%
    $852M
  3. 5913
    Integrated Quantitative Investments LLCBellevue, WA · 16 clientsAsset manager
    State Street 48%J.P. Morgan 31%
    $845M
  4. 5942
    Acansa Investment Management Group, LLCTysons Corner, VAAsset manager
    BNY 100%
    $838M
  5. 5943
    Twin Capital Management IncMcMurray, PA · 62 clientsAsset manager
    BNY 32%PNC Bank 29%U.S. Bank 24%
    $838M
  6. 6012
    Teleios Capital Partners LLCZUG, Switzerland · 4 clientsPrivate fund adviser
    BNY 100%
    $820M
  7. 6024
    Quadra Gestao De Recursos S.A.Sao Paulo, Brazil · 46 clientsPrivate fund adviser
    BNY 100%
    $816M
  8. 6113
    337 Frontier Capital, LPNew York, NY · 6 clientsPrivate fund adviser
    BNY 53%State Street 47%
    $795M
  9. 6143
    Hale Partnership Capital Management, LLCCharlotte, NC · 11 clientsAsset manager
    Goldman Sachs 43%Wells Fargo 30%
    $788M
  10. 6215
    Ampfield ManagementNew York, NY · 10 clientsPrivate fund adviser
    BNY 84%
    $774M
  11. 6319
    Southernsun Asset Management LLCMemphis, TN · 84 clientsAsset manager
    BNY 45%State Street 31%J.P. Morgan 24%
    $749M
  12. 6333
    Dudley & Shanley, Inc.Palm Beach, FL · 51 clientsWealth manager
    BNY 66%J.P. Morgan 34%
    $747M
  13. 6385
    Fractal Investments LLC3 clientsAsset manager
    BNY 62%Citi 38%
    $735M
  14. 6396
    Skba Capital Management, LLCSan Francisco, CA · 23 clientsAsset managerHybrid
    BNY 85%
    $732M
  15. 6486
    RV CapitalSchindellegi, Switzerland · 3 clientsPrivate fund adviser
    BNY 49%Morgan Stanley 28%
    $713M
  16. 6487
    Frontier Global Partners LLCLa Jolla, CA · 47 clientsAsset manager
    State Street 47%J.P. Morgan 32%
    $713M
  17. 6488
    Essex Investment Management Company, LLCBoston, MA · 117 clientsAsset manager
    State Street 44%
    $713M
  18. 6498
    Redwood Investments, LLCBoston, MA · 85 clientsAsset managerAffiliated broker-dealerAlger Management, (singapore) PTE. LTD., Alger Management, LTD
    State Street 54%
    $710M
  19. 6505
    TB Alternative Assets LTD.Grand Cayman, Cayman Islands · 3 clientsPrivate fund adviser
    BNY 100%
    $708M
  20. 6516
    Morangie Management LLCVero Beach, FL · 98 clientsWealth manager
    Fidelity 90%
    $706M
  21. 6588
    Unio Capital LLCPrinceton, NJ · 115 clientsAsset manager
    Schwab 45%Northern Trust 28%BNY 27%
    $691M
  22. 6801
    Summit Creek AdvisorsMinneapolis, MN · 27 clientsAsset manager
    BNY 100%
    $651M
  23. 6886
    503 Capital Partners, LLCLeawood, KS · 13 clientsPrivate fund adviser
    Schwab 78%BNY 22%
    $636M
  24. 7183
    Harpswell Capital Advisors, LLCYarmouth, ME · 79 clientsAsset manager
    Pershing 81%
    $587M
  25. 7208
    Praesidium Investment ManagementNew York, NY · 8 clientsAsset manager
    BNY 88%
    $583M
  26. 7277
    Conning Investment Products, Inc.Hartford, CTBroker-dealer firmHybridConning Asia Pacific Limited (hong Kong), Conning Asset Management (UK) LTD.
    Royal Bank of Canada Dexia 59%BNY 41%
    $572M
  27. 7279
    Independent Investors IncNesconset, NY · 100 clientsWealth manager
    Pershing 57%BNY 43%
    $572M
  28. 7324
    Rhino Investment Partners, Inc.West Conshohocken, PA · 2 clientsAsset manager
    Goldman Sachs 68%BNY 32%
    $566M
  29. 7419
    Sarasin Asset Management LimitedLondon, United Kingdom · 140 clientsWealth managerBank-affiliated
    Bank J Safra Sarasin 44%RBC 34%BNY 22%
    $555M
  30. 7511
    Consilium Investment Management LLCFort Lauderdale, FL · 5 clientsPrivate fund adviser
    BNY 100%
    $541M
  31. 7561
    Morse Asset Management, Inc.Darien, CT · 198 clientsWealth manager
    Schwab 48%Citi 31%
    $534M
  32. 7726
    Systima Capital ManagementChicago, IL · 7 clientsPrivate fund adviser
    BNY 100%
    $513M
  33. 7731
    Venator Management LLCPittsburgh, PA · 82 clientsWealth manager
    Schwab 59%BNY 23%
    $512M
  34. 7757
    IBN Asset Management, LLCThousand Oaks, CA · 12 clientsAsset managerHybridInstitutional Bond Network, LLC, clears through Wedbush
    BNY 73%U.S. Bank 27%
    $508M
  35. 7783
    Welch Capital Partners LLCHarrison, NY · 42 clientsAsset manager
    BNY 100%
    $506M
  36. 7847
    Socorro Asset ManagementDallas, TX · 8 clientsPrivate fund adviser
    Northern Trust 54%
    $498M
  37. 7853
    RR Advisors, LLCDallas, TX · 10 clientsPrivate fund adviser
    BNY 71%J.P. Morgan 29%
    $497M
  38. 7873
    Pacific Ridge Capital Partners, LLCLake Oswego, OR · 50 clientsAsset manager
    BNY 73%
    $495M
  39. 7910
    Synergy Fund Management Group LimitedCentral, Hong Kong · 10 clientsPrivate fund adviser
    BNY 70%Pictet & CIE (europe) S.A. 30%
    $490M
  40. 7941
    DB FitzpatrickBoise, ID · 93 clientsAsset manager
    BNY 41%Schwab 31%
    $487M

RIAs by state