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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 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP 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 Priorities
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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

528 firms manage $29.4 trillionJ.P. Morgan

Open in the Atlas screener

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  1. 15854
    Westmore Asset ManagementPearl River, NY · 7 clientsWealth manager
    J.P. Morgan 72%
    $54M
  2. 15865
    Visdom Investment Group LLCRye Brook, NY · 10 clientsWealth manager
    Schwab 47%J.P. Morgan 37%
    $53M
  3. 15871
    Lowell Road Asset Management, Inc.Manhasset, NY · 124 clientsWealth manager
    Schwab 99%
    $53M
  4. 15911
    Bancreek Capital Management, LPSanta Monica, CA · 1 clientsAsset manager
    J.P. Morgan 100%
    $49M
  5. 15922
    Brandon Hill Wealth Management, LLC19 clientsWealth manager
    Schwab 72%J.P. Morgan 28%
    $48M
  6. 15987
    Pricap Advisors LLCNew York, NY · 19 clientsWealth manager
    Schwab 65%J.P. Morgan 35%
    $42M
  7. 16222
    Ryan Heritage, LLPSaddle Brook, NJ · 1 clientsAsset manager
    J.P. Morgan 100%
    $19M
  8. 16311
    J.p.morgan Wealth Management Solutions Inc.New York, NY · 33 clientsWealth managerBank-affiliatedHybridJ.P. Morgan Securities LLC
    J.P. Morgan 100%
    $9M

RIAs by state