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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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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. 2409
    Valor Advisors LLCMiami, FL · 66 clientsWealth manager
    J.P. Morgan 80%
    $4.0B
  2. 2410
    BT Family Office, LLCAtlanta, GA · 10 clientsWealth manager
    BNY 63%J.P. Morgan 37%
    $4.0B
  3. 2412
    Hanwha Asset Management (USA) LTD.San Francisco, CA · 4 clientsAsset managerAffiliated broker-dealer
    J.P. Morgan 100%
    $4.0B
  4. 2413
    Intermede Investment Partners LimitedLondon, United Kingdom · 15 clientsAsset manager
    BNP Paribas 37%Northern Trust 36%J.P. Morgan 27%
    $4.0B
  5. 2429
    Stenham Asset Management LimitedSt. Peter Port, Guernsey · 158 clientsPrivate fund adviser
    Northern Trust 69%J.P. Morgan 31%
    $4.0B
  6. 2433
    Vernal Point Advisors, LLCSan Francisco, CA · 20 clientsWealth managerHybrid
    J.P. Morgan 44%Fidelity 23%
    $3.9B
  7. 2438
    Pictet Asset Management (singapore) PTE LTDSingapore, Singapore · 24 clientsPrivate fund adviserAffiliated broker-dealerBanque Pictet & CIE (europe) AG, Banque Pictet & CIE SA
    J.P. Morgan 77%Northern Trust 23%
    $3.9B
  8. 2461
    Palisade Capital Management, LPFort Lee, NJ · 1,754 clientsAsset manager
    Fidelity 53%J.P. Morgan 24%Goldman Sachs 23%
    $3.9B
  9. 2463
    Attucks Asset Management, LLCChicago, IL · 16 clientsAsset manager
    State Street 52%Northern Trust 34%
    $3.9B
  10. 2502
    Bedford Ridge CapitalNew York, NY · 14 clientsPrivate fund adviser
    J.P. Morgan 100%
    $3.8B
  11. 2520
    Popular Asset ManagementSan Juan, PR · 5 clientsAsset managerAffiliated broker-dealerPopular Securities, LLC
    J.P. Morgan 64%Northern Trust 26%
    $3.7B
  12. 2543
    Mozaic, LLCBeverly Hills, CA · 93 clientsWealth manager
    J.P. Morgan 68%Fiduciary Trust Company, International 32%
    $3.6B
  13. 2569
    Apollo Manager, LLCNew York, NY · 2 clientsAsset managerHybridApollo Global Securities, LLC, Athene Securities, LLC, clears through Pershing
    J.P. Morgan 50%State Street 50%
    $3.6B
  14. 2603
    FCPChevy Chase, MD · 13 clientsPrivate fund adviser
    State Street 87%
    $3.5B
  15. 2629
    Colter Lewis Investment Partners, LLCGreenwich, CT · 130 clientsWealth manager
    Fidelity 56%J.P. Morgan 23%
    $3.4B
  16. 2635
    Sound Shore Management IncGreenwich, CT · 370 clientsAsset manager
    J.P. Morgan 45%Goldman Sachs 23%State Street 22%
    $3.4B
  17. 2660
    Lasalle Investment Management SecuritiesBaltimore, MD · 12 clientsPrivate fund adviserAffiliated broker-dealer
    Sumitome Mitsui Trust Bank (u.s.a.) Limited 38%J.P. Morgan 36%State Street 26%
    $3.3B
  18. 2697
    SBB Research Group LLCNorthbrook, IL · 10 clientsPrivate fund adviser
    J.P. Morgan 39%E*Trade 35%Mesirow Financial 26%
    $3.3B
  19. 2715
    Nassau Coramerica LLCEl Segundo, CA · 11 clientsAsset managerAffiliated broker-dealer1851 Securities, Inc
    J.P. Morgan 100%
    $3.2B
  20. 2717
    Oberland Capital Management LLCNew York, NY · 26 clientsPrivate fund adviser
    J.P. Morgan 100%
    $3.2B
  21. 2757
    S.W. Mitchell Capital LLPLondon, United Kingdom · 10 clientsPrivate fund adviser
    J.P. Morgan 54%Royal Bank of Canada (channel Islands) Limited 46%
    $3.1B
  22. 2813
    Landscape Capital Management LLCEnglewood, NJ · 7 clientsPrivate fund adviser
    UBS 58%J.P. Morgan 42%
    $3.0B
  23. 2820
    Elm WealthPhiladelphia, PA · 655 clientsWealth manager
    Fidelity 54%Schwab 35%
    $3.0B
  24. 2839
    Ccaventus Asset Management LPNew York, NY · 31 clientsPrivate fund adviserHybridArena Financial Services, LLC
    J.P. Morgan 100%
    $3.0B
  25. 2841
    Mmbg Investment Advisors Co.Miami, FL · 139 clientsWealth manager
    Morgan Stanley 33%J.P. Morgan 32%
    $3.0B
  26. 2863
    Mane Global Capital Management LPNew York, NY · 5 clientsAsset manager
    Goldman Sachs 34%Morgan Stanley 28%
    $2.9B
  27. 2870
    Greenhouse Funds LllpBaltimore, MD · 11 clientsPrivate fund adviserAffiliated broker-dealerBaird Strategas LLC, Robert W. Baird & Co. Incorporated
    J.P. Morgan 100%
    $2.9B
  28. 2898
    Gladius Capital Management LPPark City, UT · 8 clientsPrivate fund adviser
    Lloyds Bank PLC 39%J.P. Morgan 39%HSBC Bank USA 22%
    $2.9B
  29. 2907
    Melqart Asset Management (UK) LTDLondon, United Kingdom · 6 clientsPrivate fund adviser
    J.P. Morgan 61%
    $2.9B
  30. 2936
    Basswood Capital Management, L.L.C.New York, NY · 11 clientsPrivate fund adviser
    Morgan Stanley 72%J.P. Morgan 25%
    $2.8B
  31. 2947
    Cordoba Advisory Partners LLCNew York, NY · 62 clientsWealth manager
    J.P. Morgan 63%
    $2.8B
  32. 2951
    Bowie Capital Management, LLCRichardson, TX · 10 clientsPrivate fund adviser
    Schwab 36%BNY 24%Northern Trust 23%
    $2.8B
  33. 2958
    Willow Tree Credit Partners LPNew York, NY · 14 clientsPrivate fund adviser
    U.S. Bank 31%UMB Bank 31%
    $2.8B
  34. 2992
    Peconic Partners LLCNew York, NY · 8 clientsPrivate fund adviser
    J.P. Morgan 100%
    $2.7B
  35. 2995
    Dearborn Partners L.L.C.Chicago, IL · 285 clientsAsset managerHybrid
    Schwab 68%J.P. Morgan 32%
    $2.7B
  36. 3016
    Walker & Dunlop Investment Partners, Inc.Denver, CO · 32 clientsPrivate fund adviserHybridZelman Partners, LLC
    J.P. Morgan 51%
    $2.7B
  37. 3124
    Broad Reach Investment Management LLPLondon, United Kingdom · 7 clientsPrivate fund adviser
    BNY 51%J.P. Morgan 34%
    $2.6B
  38. 3133
    SSI Investment Management LLCLos Angeles, CA · 79 clientsAsset managerHybridResolute Investment Distributors, Inc.
    Northern Trust 45%BNY 40%
    $2.6B
  39. 3136
    Chickasaw Capital Management, LLCMemphis, TN · 386 clientsAsset managerHybridChickasaw Securities, LLC, clears through National Financial Services (Fidelity)
    Fidelity 31%Comerica Bank 29%BNY 25%
    $2.5B
  40. 3179
    Frontier Investment Management Partners LTD.Dubai, United Arab Emirates · 11 clientsAsset manager
    Northern Trust 42%J.P. Morgan 41%
    $2.5B

RIAs by state