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Est. 2026The front page of wealth managementNew York

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4K Social Security Database Cleanup Corrects 50 Million RecordsRB 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 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

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. 3196
    Reinhart Partners, LLCMequon, WI · 217 clientsAsset managerAffiliated broker-dealerRobert W. Baird & Co. Incorporated, Strategas Securities, LLC
    J.P. Morgan 28%
    $2.5B
  2. 3221
    Michaud Capital Management LLCDenver, CO · 32 clientsAsset manager
    Fidelity 45%J.P. Morgan 32%Schwab 24%
    $2.4B
  3. 3231
    Long Focus Capital Management LLCSan Juan, PR · 3 clientsPrivate fund adviser
    J.P. Morgan 100%
    $2.4B
  4. 3235
    Blackrock Asset Management Schweiz AGZurich, Switzerland · 4 clientsPrivate fund adviserAffiliated broker-dealerBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    J.P. Morgan 63%UBS 37%
    $2.4B
  5. 3262
    Phoenix Asset Management Partners LimitedLondon, United Kingdom · 8 clientsPrivate fund adviser
    Northern Trust 62%J.P. Morgan 38%
    $2.4B
  6. 3280
    One River Asset Management, LLCStamford, CT · 11 clientsPrivate fund adviser
    J.P. Morgan 100%
    $2.4B
  7. 3284
    Paradigm Capital Management, Inc.Albany, NY · 66 clientsAsset managerHybridC. L. King & Associates, Inc., clears through RBC Capital Markets
    J.P. Morgan 100%
    $2.4B
  8. 3296
    Granahan Investment Management LLCWaltham, MA · 74 clientsAsset manager
    HSBC Bank PLC 47%J.P. Morgan 33%
    $2.4B
  9. 3304
    Mission Prime LLCGuaynabo, PR · 3 clientsAsset manager
    J.P. Morgan 100%
    $2.3B
  10. 3323
    Belzberg & Co.New York, NY · 117 clientsPrivate fund adviserHybridBelzberg Capital LLC
    J.P. Morgan 62%Goldman Sachs 38%
    $2.3B
  11. 3346
    T. Rowe Price Singapore Private LTDSingapore, Singapore · 12 clientsAsset managerAffiliated broker-dealerT. Rowe Price Investment Services, Inc.
    HSBC Bank PLC 60%
    $2.3B
  12. 3390
    M Square Investimentos Ltda.Sao Paulo, Brazil · 34 clientsPrivate fund adviser
    Citco Bank and Trust Company Limited 61%
    $2.3B
  13. 3415
    Clearbridge Investments (north America) PTY LimitedSydney, Australia · 19 clientsPrivate fund adviserAffiliated broker-dealerFranklin Distributors, LLC, Franklin Templeton Investments Corp.
    J.P. Morgan 50%Northern Trust 36%
    $2.2B
  14. 3420
    Foster Dykema Cabot & Partners, LLCWaltham, MA · 851 clientsWealth managerAffiliated broker-dealer
    Fidelity 82%
    $2.2B
  15. 3454
    Hite Hedge Asset Management LLCBraintree, MA · 7 clientsPrivate fund adviser
    Morgan Stanley 98%
    $2.2B
  16. 3497
    Intermede Global Partners IncSan Francisco, CAAsset manager
    J.P. Morgan 60%BNP Paribas 35%
    $2.1B
  17. 3529
    Alpine Associates Management Inc.Palm Beach, FL · 11 clientsPrivate fund adviser
    J.P. Morgan 83%
    $2.1B
  18. 3599
    Althum Advisors LLCMiami, FL · 84 clientsAsset manager
    J.P. Morgan 73%UBS 27%
    $2.0B
  19. 3605
    Nipun Capital, L.P.Foster City, CA · 13 clientsPrivate fund adviser
    J.P. Morgan 71%State Street 29%
    $2.0B
  20. 3680
    Evolution Wealth Advisors, LLCAventura, FL · 380 clientsAsset manager
    Schwab 58%J.P. Morgan 42%
    $2.0B
  21. 3691
    Bulltick Wealth Management, LLCMiami, FL · 315 clientsWealth managerHybridBulltick, LLC, clears through Pershing
    Pershing 78%J.P. Morgan 22%
    $1.9B
  22. 3705
    Penn Capital Management Company, LLCPhiladelphia, PA · 631 clientsAsset managerAffiliated broker-dealerLiquidity Apac PTE LTD, Liquidity Finance (difc) Limited
    J.P. Morgan 65%BNY 35%
    $1.9B
  23. 3707
    Rose Grove Capital Management, LLCWellesley, MA · 9 clientsPrivate fund adviser
    Merrill / Bank of America 41%Goldman Sachs 40%
    $1.9B
  24. 3734
    Artemis Wealth Advisors, LLCPort Washington, NY · 34 clientsAsset manager
    Schwab 46%Morgan Stanley 44%
    $1.9B
  25. 3803
    Monashee Investment Management, LLCBoston, MA · 5 clientsAsset manager
    Goldman Sachs 45%J.P. Morgan 30%Morgan Stanley 25%
    $1.9B
  26. 3864
    Hoisington Investment Management CoAustin, TX · 8 clientsAsset manager
    BNY 59%
    $1.8B
  27. 3903
    Opti Capital Management LPNew York, NY · 5 clientsPrivate fund adviser
    J.P. Morgan 88%
    $1.8B
  28. 3908
    Talos Eurisko Asset Management LPNew York, NY · 4 clientsPrivate fund adviser
    Morgan Stanley 76%J.P. Morgan 24%
    $1.8B
  29. 3939
    Long Path Partners, LPStamford, CT · 23 clientsPrivate fund adviser
    State Street 76%
    $1.7B
  30. 3980
    Citrin Cooperman Wealth Management, LLCNew York, NY · 63 clientsWealth managerPublic-company owned
    Schwab 74%J.P. Morgan 26%
    $1.7B
  31. 4008
    Tailwind AdvisorsFort Worth, TX · 21 clientsWealth manager
    Fidelity 58%J.P. Morgan 42%
    $1.7B
  32. 4025
    Fora Capital, LLCMiami, FL · 4 clientsPrivate fund adviser
    Merrill / Bank of America 35%J.P. Morgan 33%Goldman Sachs 31%
    $1.7B
  33. 4027
    KBI Global Investors (north America) LTDDublin 1, Ireland · 14 clientsAsset managerHybrid
    Northern Trust 62%RBC 23%
    $1.7B
  34. 4038
    Quattro Financial AdvisorsMontgomery, TX · 81 clientsPrivate fund adviser
    J.P. Morgan 50%UBS 36%
    $1.7B
  35. 4094
    Sierra Capital LLCMiami, FL · 76 clientsWealth manager
    Morgan Stanley 30%J.P. Morgan 28%Schwab 25%
    $1.6B
  36. 4112
    Linden Global Strategies LLCNew York, NY · 175 clientsWealth manager
    BNY 63%
    $1.6B
  37. 4130
    Summa Corp.The Woodlands, TX · 88 clientsWealth managerHybrid
    J.P. Morgan 34%Goldman Sachs 28%Banque Pictet & CIE SA 22%
    $1.6B
  38. 4136
    Duration Asset Management, LLCDallas, TX · 8 clientsPrivate fund adviserHybridSmith Capital Markets, LLC.
    Cantor Fitzgerald Securities 92%
    $1.6B
  39. 4173
    Gladstone ManagementLondon, United Kingdom · 4 clientsPrivate fund adviser
    Goldman Sachs 53%Morgan Stanley 26%
    $1.6B
  40. 4197
    Altravue Capital, LLCBellevue, WA · 9 clientsPrivate fund adviser
    Northern Trust 44%State Street 33%J.P. Morgan 23%
    $1.5B

RIAs by state