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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

517 firms manage $33.3 trillionNorthern Trust

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. 3610
    UnisonProvidence, RI · 95 clientsWealth manager
    Northern Trust 86%
    $2.0B
  2. 3617
    Spyglass Capital Management, LLCGreenbrae, CA · 71 clientsAsset managerHybrid
    Schwab 56%Northern Trust 30%
    $2.0B
  3. 3665
    Lingotto US LLCNew York, NY · 9 clientsPrivate fund adviser
    Northern Trust 100%
    $2.0B
  4. 3676
    Bellecapital InternationalZurich, Switzerland · 291 clientsAsset manager
    Rahn + Bodmer 36%Banque Pictet ET CIE. S.A. 25%Bank Julius Baer & Co. AG 24%
    $2.0B
  5. 3701
    Voss Capital, LPHouston, TX · 10 clientsAsset manager
    Goldman Sachs 63%
    $1.9B
  6. 3727
    Heartland Advisors, Inc.Milwaukee, WI · 90 clientsAsset managerHybrid
    Schwab 68%
    $1.9B
  7. 3802
    McDonald Capital Investors IncOrinda, CA · 90 clientsWealth manager
    RBC 61%
    $1.9B
  8. 3813
    Granite Investment Partners, LLCEl Segundo, CA · 489 clientsWealth manager
    Schwab 42%Northern Trust 41%
    $1.8B
  9. 3830
    Aristotle Capital Boston, LLCBoston, MA · 94 clientsAsset managerHybrid
    Northern Trust 70%State Street 30%
    $1.8B
  10. 3837
    Heitman Real Estate Securities LLCChicago, IL · 23 clientsAsset managerHybridHeitman International Real Estate Securities PTY Limited, Heitman Securities LLC
    State Street 49%Northern Trust 27%
    $1.8B
  11. 3863
    Safford Nicholas H & Co IncRockport, MA · 155 clientsWealth manager
    Northern Trust 36%Fidelity 33%Fiduciary Trust 31%
    $1.8B
  12. 3864
    Hoisington Investment Management CoAustin, TX · 8 clientsAsset manager
    BNY 59%
    $1.8B
  13. 3869
    Metropolitan Partners Group Management, LLCNew York, NY · 23 clientsPrivate fund adviser
    Northern Trust 100%
    $1.8B
  14. 3927
    Rice Hall James & Associates LLCSan Diego, CA · 249 clientsAsset manager
    Northern Trust 40%State Street 34%BNY 26%
    $1.7B
  15. 3931
    Latash Investments, LLCAnchorage, AK · 7 clientsAsset manager
    Northern Trust 74%Fhlb DES Moines 26%
    $1.7B
  16. 3939
    Long Path Partners, LPStamford, CT · 23 clientsPrivate fund adviser
    State Street 76%
    $1.7B
  17. 3977
    Oldfield Partners LLPLondon, United Kingdom · 7 clientsAsset manager
    Northern Trust 100%
    $1.7B
  18. 3995
    Smith Affiliated Capital Corp.New York, NY · 195 clientsAsset manager
    Northern Trust 80%
    $1.7B
  19. 4020
    Orange Investment Advisors, Inc.Goshen, NY · 1,391 clientsWealth managerBank-affiliated
    Pershing 65%Northern Trust 35%
    $1.7B
  20. 4027
    KBI Global Investors (north America) LTDDublin 1, Ireland · 14 clientsAsset managerHybrid
    Northern Trust 62%RBC 23%
    $1.7B
  21. 4047
    Martin & Company Investment CounselKnoxville, TN · 119 clientsAsset managerAffiliated broker-dealerFirst Horizon Advisors, Inc., First Horizon Bank, clears through National Financial Services (Fidelity)
    Northern Trust 52%First Horizon Bank 31%
    $1.7B
  22. 4095
    Teewinot Capital Advisers, L.L.C.Norwalk, CT · 8 clientsAsset manager
    Northern Trust 76%State Street 24%
    $1.6B
  23. 4114
    Fountaincap Research & Investment (hong Kong) Co., LimitedWan Chai, Hong Kong · 3 clientsAsset manager
    Northern Trust 43%Caceis Ireland Limited 38%
    $1.6B
  24. 4142
    Metaurus Advisors LLCWestport, CT · 5 clientsAsset managerHybrid
    Northern Trust 100%
    $1.6B
  25. 4197
    Altravue Capital, LLCBellevue, WA · 9 clientsPrivate fund adviser
    Northern Trust 44%State Street 33%J.P. Morgan 23%
    $1.5B
  26. 4227
    Next Century Growth Investors LLCPlymouth, MN · 36 clientsAsset manager
    Northern Trust 45%J.P. Morgan 33%
    $1.5B
  27. 4241
    Goehring & Rozencwajg Associates, LLCNew York, NY · 4 clientsAsset managerHybrid
    Northern Trust 53%BNY 47%
    $1.5B
  28. 4268
    The Informed Momentum Company LLCSolana Beach, CA · 7 clientsAsset managerAffiliated broker-dealerRoth Capital Partners, LLC
    State Street 66%Northern Trust 22%
    $1.5B
  29. 4272
    Virtus Capital Advisers, LLCHartford, CT · 213 clientsAsset managerAffiliated broker-dealerVP Distributors, LLC
    UBS 46%Northern Trust 27%Truist Bank 26%
    $1.5B
  30. 4294
    Ranger Investment Management,l.p.Dallas, TX · 7 clientsAsset manager
    Northern Trust 63%State Street 37%
    $1.5B
  31. 4302
    Acuitas Investments, LLCSeattle, WA · 3 clientsAsset managerHybrid
    BNY 39%Northern Trust 36%State Street 24%
    $1.5B
  32. 4312
    GAM USA Inc.New York, NY · 11 clientsAsset managerHybrid
    Northern Trust 58%Merrill / Bank of America 26%
    $1.5B
  33. 4325
    FCI AdvisorsOverland Park, KS · 514 clientsAsset manager
    5901 College Boulevard Suite 100 44%Northern Trust 29%UBS 28%
    $1.5B
  34. 4359
    Dorsey Asset ManagementChicago, IL · 9 clientsPrivate fund adviser
    BNY 56%Northern Trust 44%
    $1.4B
  35. 4400
    The Edgar Lomax CompanyAlexandria, VA · 36 clientsAsset manager
    BNY 33%Principal Custody Solutions 33%
    $1.4B
  36. 4416
    V-Square Quantitative ManagementChicago, IL · 49 clientsWealth manager
    Northern Trust 37%BNY 26%
    $1.4B
  37. 4470
    Elyxium Wealth LLCBeverly Hills, CA · 56 clientsWealth manager
    Northern Trust 40%Fidelity 39%
    $1.4B
  38. 4474
    Denali Advisors, LLCSan Diego, CA · 291 clientsAsset manager
    BNY 38%
    $1.4B
  39. 4482
    Recurrent Investment Advisors LLCHouston, TX · 16 clientsAsset managerHybrid
    Northern Trust 64%
    $1.4B
  40. 4496
    Neumeier Poma Investment Counsel LLCCarmel, CA · 74 clientsAsset manager
    Northern Trust 41%State Street 33%BNY 26%
    $1.4B

RIAs by state