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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

290 firms manage $10.3 trillionMorgan Stanley

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. 15947
    Quantessence Capital1 clientsAsset manager
    Morgan Stanley 100%
    $45M
  2. 15954
    Bryden-Abrams Investment Management LLCNew York, NY · 10 clientsWealth manager
    Morgan Stanley 100%
    $45M
  3. 15960
    Ebco Trustee Services LTD Liab. Co.Chiasso, Ticino, Switzerland · 18 clientsWealth manager
    EFG International 41%Morgan Stanley 39%
    $45M
  4. 15968
    Esoterica Capital LLC2 clientsAsset manager
    Morgan Stanley 86%
    $43M
  5. 16056
    TAG Associates Florida LLCNew York, NYWealth manager
    Schwab 67%Morgan Stanley 33%
    $35M
  6. 16156
    Alton Road Capital, LPVero Beach, FL · 1 clientsWealth manager
    Morgan Stanley 100%
    $27M
  7. 16163
    Investall, Inc.New York, NY · 6,999 clientsWealth manager
    Morgan Stanley 82%
    $26M
  8. 16195
    Moma InternationalPorto Alegre, Rio Grande Do Sul, Brazil · 48 clientsAsset manager
    Merrill / Bank of America 49%Morgan Stanley 27%Schwab 25%
    $22M
  9. 16202
    K.J. Harrison & Partners (USA) Inc.Toronto, On, Canada · 5 clientsAsset managerHybridHarbourfront Wealth Management Inc., K.J. Harrison & Partners Inc.
    Morgan Stanley 100%
    $22M
  10. 16551
    Atlas Square Partners(hk) LimitedHong Kong, Hong Kong · 1 clientsAsset manager
    Morgan Stanley 100%
    $0K

RIAs by state