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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. 10625
    1492 Capital Management, LLCMilwaukee, WI · 98 clientsWealth managerHybrid
    U.S. Bancorp 69%BNY 31%
    $275M
  2. 10646
    Reckoner Capital Management LLCNew York, NY · 9 clientsAsset managerHybridRedbird BD, LLC
    BNY 92%
    $273M
  3. 10689
    Hutner Capital Management Inc.Manchester, VT · 120 clientsWealth manager
    Pershing 74%BNY 26%
    $271M
  4. 10723
    AjovistaBoston, MA · 4 clientsAsset manager
    BNY 100%
    $269M
  5. 10811
    Millbank Dartmoor Portsmouth LLCAsheville, NCAsset manager
    BNY 100%
    $263M
  6. 11194
    Metronome Capital LLPLondon, London, United Kingdom · 1 clientsPrivate fund adviser
    BNY 100%
    $245M
  7. 11441
    Geneva Financial GroupLakewood, NJ · 49 clientsWealth manager
    Pershing 54%BNY 46%
    $234M
  8. 11616
    Align Private CapitalSarasota, FL · 2 clientsPrivate fund adviser
    BNY 100%
    $226M
  9. 11661
    REB Capital Management, LLCDallas, TX · 2 clientsPrivate fund adviser
    BNY 100%
    $224M
  10. 11711
    Colrain Capital LLCBoston, MA · 87 clientsWealth manager
    Pershing 46%Schwab 37%
    $222M
  11. 11749
    Ballast Asset ManagementDallas, TX · 1 clientsAsset manager
    BNY 100%
    $221M
  12. 11979
    WMK Investment Partners21 clientsWealth manager
    BNY 42%Schwab 32%
    $211M
  13. 12194
    Saul Wealth Advisors, LLCMiami, FL · 106 clientsWealth manager
    Schwab 61%BNY 39%
    $201M
  14. 12434
    DT Investment Management Ifsc LLPGift City, Gandhi Nagar, Gujarat, India · 2 clientsPrivate fund adviser
    BNY 100%
    $192M
  15. 12518
    Argosy-Lionbridge Management, LLCWayne, PA · 5 clientsAsset manager
    BNY 84%
    $189M
  16. 12526
    Azarias Capital Management, L.P.Westchester, PA · 2 clientsAsset manager
    BNY 54%Wells Fargo 31%
    $189M
  17. 12709
    GSI Capital Advisors LLCNewport Beach, CA · 3 clientsAsset manager
    BNY 72%Principal Trust 28%
    $182M
  18. 12921
    Newport Global Advisors L.P.The Woodlands, TX · 6 clientsPrivate fund adviser
    BNY 100%
    $175M
  19. 12999
    Walnut Private Equity Partners, LLCOmaha, NE · 2 clientsWealth manager
    BNY 93%
    $173M
  20. 13308
    Pincus Capital Management, LPNew York, NY · 17 clientsWealth manager
    J.P. Morgan 84%
    $162M
  21. 13423
    The Eideard Group, LLCBedford, NH · 27 clientsWealth manager
    Schwab 62%BNY 38%
    $158M
  22. 13893
    Villanova Investment Management Company, LLCWayne, PA · 1 clientsAsset managerHybridPennhaven Brokerage Partners, LLC, clears through Axos Clearing
    BNY 38%State Street 31%
    $144M
  23. 13926
    Applied Fundamental Research, LLCCambridge, MA · 9 clientsPrivate fund adviser
    BNY 55%Fidelity 32%
    $143M
  24. 14150
    Fithian LLCNew York, NY · 74 clientsAsset manager
    Schwab 52%BNY 27%
    $136M
  25. 14258
    Blackgold Capital Management LPHouston, TX · 7 clientsPrivate fund adviser
    BNY 100%
    $133M
  26. 14381
    Trust Beyond Corp22 clientsWealth manager
    J.P. Morgan 53%Pershing 42%
    $129M
  27. 14446
    Tempered Investment Management LTD.North Vancouver, British Columbia, Canada · 8 clientsPrivate fund adviser
    BNY 60%Nbin 40%
    $128M
  28. 14591
    Candide GroupOakland, CA · 11 clientsWealth manager
    BNY 100%
    $124M
  29. 14690
    Montchanin Asset Management, LLCMontchanin, DE · 60 clientsWealth manager
    Schwab 86%
    $121M
  30. 14713
    Weber Capital Management LLC3 clientsPrivate fund adviser
    Pershing 62%BNY 38%
    $120M
  31. 14930
    Gritstone Asset Management LLCBethesda, MD · 1 clientsAsset manager
    BNY 73%
    $115M
  32. 15070
    Scotia Partners, LLCAsset manager
    BNY 100%
    $111M
  33. 15101
    Poplar Point Capital Management LLCBurlingame, CA · 2 clientsPrivate fund adviser
    BNY 100%
    $110M
  34. 15537
    K R Financial LLC25 clientsWealth managerHybridKR Securities, LLC, clears through RBC Capital Markets
    RBC 82%
    $91M
  35. 15550
    Seven Canyons Advisors, LLCSalt Lake City, UT · 4 clientsPrivate fund adviser
    BNY 75%Fidelity 25%
    $90M
  36. 15788
    Torma Capital LLPLondon, United Kingdom · 3 clientsAsset manager
    BNY 100%
    $62M
  37. 15791
    Capsigma Investment Partners LtdaSao Paulo, SP, Brazil · 3 clientsAsset manager
    BNY 100%
    $62M
  38. 15798
    Rail Splitter Capital Advisers, LLCChicago, IL · 3 clientsAsset manager
    BNY 100%
    $61M
  39. 16107
    Unfcu Advisors LLCLong Island City, NYAsset managerHybrid
    BNY 100%
    $30M
  40. 16146
    Dorian Eason Asset Management, LLCMemphis, TN · 40 clientsWealth manager
    Schwab 92%
    $27M

RIAs by state