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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

528 firms manage $29.4 trillionJ.P. Morgan

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. 1889
    Complus Asset Management LimitedHong Kong, Hong Kong · 6 clientsPrivate fund adviser
    J.P. Morgan 100%
    $5.9B
  2. 1890
    Complus Asset Management (UK) LimitedLondon, United Kingdom · 6 clientsPrivate fund adviser
    J.P. Morgan 100%
    $5.9B
  3. 1891
    Complus Asset Management (singapore) PTE. LTD.Singapore, Singapore · 6 clientsPrivate fund adviser
    J.P. Morgan 100%
    $5.9B
  4. 1941
    Donald Smith & Co., Inc.New York, NY · 22 clientsAsset manager
    BNY 53%
    $5.6B
  5. 1942
    Geneva Capital Management LLCMilwaukee, WI · 4,049 clientsAsset managerHybrid
    Morgan Stanley 42%Northern Trust 30%J.P. Morgan 28%
    $5.6B
  6. 1973
    Vestal Point Capital, LPNew York, NY · 3 clientsPrivate fund adviser
    Goldman Sachs 43%Morgan Stanley 42%
    $5.5B
  7. 1975
    Polaris Capital Management, LLCBoston, MA · 24 clientsAsset manager
    State Street 31%BNY 26%Northern Trust 23%
    $5.5B
  8. 1997
    Silver Rock Financial LPLos Angeles, CA · 28 clientsPrivate fund adviser
    J.P. Morgan 69%Northern Trust 31%
    $5.4B
  9. 1999
    Ashoka Whiteoak Capital PTE. LTD.Samsung Hub, Singapore · 8 clientsPrivate fund adviser
    J.P. Morgan 81%
    $5.4B
  10. 2000
    Cohen & Steers UK LimitedLondon, United Kingdom · 69 clientsAsset managerAffiliated broker-dealerCohen & Steers Securities, LLC
    J.P. Morgan 54%State Street 31%
    $5.4B
  11. 2025
    Caledonia (private) Investments PTY LimitedSydney, Australia · 42 clientsPrivate fund adviser
    UBS 44%J.P. Morgan 23%
    $5.3B
  12. 2039
    GentrustMiami, FL · 277 clientsWealth managerPublic-company ownedHybrid
    Fidelity 66%J.P. Morgan 34%
    $5.2B
  13. 2047
    Leading Edge Investment Advisors,llcSan Francisco, CA · 12 clientsAsset manager
    State Street 71%
    $5.2B
  14. 2073
    Indus Capital Partners, LLCNew York, NY · 17 clientsPrivate fund adviser
    J.P. Morgan 35%Morgan Stanley 34%
    $5.1B
  15. 2092
    Luxor Capital Group, LPNew York, NY · 37 clientsPrivate fund adviser
    Goldman Sachs 37%J.P. Morgan 34%Schwab 29%
    $5.0B
  16. 2111
    Atalanta Sosnoff Capital, LLCNew York, NY · 186 clientsAsset managerAffiliated broker-dealerEvercore Group L.L.C.
    BNY 35%J.P. Morgan 22%
    $5.0B
  17. 2163
    Contrarian Capital Management LLCGreenwich, CT · 24 clientsPrivate fund adviser
    J.P. Morgan 79%
    $4.8B
  18. 2176
    Robeco Institutional Asset Management US IncNew York, NY · 17 clientsAsset managerHybridBoston Partners Securities, L.L.C.
    BNY 39%State Street 27%
    $4.8B
  19. 2216
    Templeton Investment Counsel, LLCFt. Lauderdale, FL · 507 clientsAsset managerHybridClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    BNY 63%J.P. Morgan 25%
    $4.6B
  20. 2218
    Haussmann 1864 Capital Management LLCNew York, NY · 12 clientsAsset managerAffiliated broker-dealerBernstein Institutional Services LLC, SG Americas Securities, LLC
    J.P. Morgan 100%
    $4.6B
  21. 2227
    Boston Trust Walden Inc.Boston, MA · 15 clientsAsset manager
    Northern Trust 37%State Street 30%
    $4.6B
  22. 2238
    Zevenbergen Capital Investments LLCEdmonds, WA · 334 clientsAsset managerHybridVP Distributors, LLC
    Schwab 23%J.P. Morgan 22%
    $4.6B
  23. 2242
    Brown Capital Management, LLCBaltimore, MD · 33 clientsAsset managerHybrid
    Northern Trust 43%BNY 28%
    $4.5B
  24. 2266
    Paradigm Biocapital Advisors LPNew York, NY · 4 clientsPrivate fund adviser
    Morgan Stanley 52%J.P. Morgan 27%
    $4.5B
  25. 2293
    RedwheelMiami, FL · 11 clientsAsset managerHybrid
    J.P. Morgan 59%State Street 41%
    $4.4B
  26. 2312
    360 One Asset Management LimitedMumbai,maharashtra, India · 4,773 clientsAsset managerAffiliated broker-dealer360 One Capital (canada) Limited, 360 One Capital Market Private Limited
    J.P. Morgan 25%Orbis Financial Corporation Limited 23%
    $4.3B
  27. 2314
    New Century Advisors, LLCChevy Chase, MD · 42 clientsAsset manager
    State Street 41%BNY 38%
    $4.3B
  28. 2322
    Vibrant Capital Partners, Inc.New York, NY · 28 clientsPrivate fund adviser
    J.P. Morgan 82%
    $4.3B
  29. 2328
    Marsico Capital Management, LLCDenver, CO · 29 clientsAsset managerHybrid
    J.P. Morgan 75%
    $4.3B
  30. 2329
    Sirenia Capital Management LPMiami Beach, FL · 2 clientsPrivate fund adviser
    J.P. Morgan 100%
    $4.3B
  31. 2334
    Channing Capital Management, LLCChicago, IL · 78 clientsAsset manager
    Northern Trust 38%BNY 32%J.P. Morgan 30%
    $4.2B
  32. 2336
    Tinicum IncorporatedNew York, NY · 15 clientsPrivate fund adviser
    J.P. Morgan 100%
    $4.2B
  33. 2342
    Scharf Investments, LLCLos Gatos, CA · 1,395 clientsAsset managerAffiliated broker-dealerIM Global US Distributors LLC
    Schwab 40%U.S. Bank 34%
    $4.2B
  34. 2361
    Martingale Asset ManagementBoston, MA · 12 clientsAsset manager
    J.P. Morgan 71%Northern Trust 29%
    $4.2B
  35. 2371
    Flaherty & Crumrine IncorporatedPasadena, CA · 16 clientsAsset manager
    BNY 54%J.P. Morgan 30%
    $4.1B
  36. 2377
    Archpoint InvestorsCoral Gables, FL · 38 clientsWealth manager
    J.P. Morgan 37%Fidelity 34%Schwab 28%
    $4.1B
  37. 2381
    Evolution Credit Partners Management, LLCBoston, MA · 35 clientsPrivate fund adviser
    J.P. Morgan 100%
    $4.1B
  38. 2386
    Finaccess Advisors LLCMiami, FL · 101 clientsPrivate fund adviser
    Banco Santander International 78%
    $4.1B
  39. 2395
    Keel Point, LLCHuntsville, AL · 1,613 clientsBroker-dealer firmHybridKeel Point Capital, LLC, clears through National Financial Services (Fidelity)
    Fidelity 89%
    $4.1B
  40. 2399
    Copeland Capital Management, LLCConshohocken, PA · 1,983 clientsAsset managerHybrid
    Northern Trust 33%J.P. Morgan 32%
    $4.1B

RIAs by state