Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
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
AtlasFinancial ADVSR
Open free

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. 4570
    Weatherbie Capital, LLCBoston, MA · 80 clientsAsset managerHybridAlger Management, (singapore) PTE. LTD., Alger Management, LTD
    Northern Trust 32%State Street 31%
    $1.3B
  2. 4601
    Chadds Ford Wealth Partners, LLCChadds Ford, PA · 66 clientsWealth manager
    Eleuthrian Trust 88%
    $1.3B
  3. 4608
    Chilton Investment Company, Inc.Stamford, CT · 9 clientsAsset manager
    Northern Trust 66%Morgan Stanley 34%
    $1.3B
  4. 4637
    Mount Lucas Management LPNewtown, PA · 10 clientsAsset managerHybrid
    Northern Trust 66%BNY 34%
    $1.3B
  5. 4683
    Newport Capital Group, LLCRed Bank, NJ · 252 clientsAsset managerHybridNCG Securities LLC
    Northern Trust 66%Schwab 34%
    $1.3B
  6. 4696
    Promethos Capital, LLCBoston, MA · 26 clientsAsset manager
    State Street 86%
    $1.3B
  7. 4702
    L2 Asset Management, LLC86 clientsAsset manager
    Schwab 90%
    $1.3B
  8. 4801
    Harvey Partners, LLCTarrytown, NY · 16 clientsAsset manager
    Northern Trust 100%
    $1.2B
  9. 4887
    Waycross Partners, LLCLouisville, KY · 50 clientsAsset manager
    Northern Trust 100%
    $1.2B
  10. 4891
    Verdad Advisers, L.P.Boston, MA · 33 clientsPrivate fund adviser
    Northern Trust 100%
    $1.2B
  11. 4902
    Kearns and Associates, LLC46 clientsWealth manager
    Schwab 51%Northern Trust 49%
    $1.2B
  12. 4982
    Mark Asset Management LPNew York, NY · 25 clientsAsset manager
    Goldman Sachs 42%J.P. Morgan 37%
    $1.1B
  13. 5034
    MAR Vista Investment Partners, LLCLos Angeles, CA · 165 clientsAsset manager
    Northern Trust 65%
    $1.1B
  14. 5062
    Channing Global Advisors, LLCFort Lauderdale, FL · 33 clientsAsset manager
    State Street 66%BNY 22%
    $1.1B
  15. 5095
    Asset Consulting Group, LLCClayton, MO · 161 clientsAsset managerAffiliated broker-dealer
    Northern Trust 24%
    $1.1B
  16. 5178
    Pivotal Advisors LLCNew York, NY · 15 clientsAsset manager
    Northern Trust 75%Wilmington Trust 25%
    $1.1B
  17. 5197
    Evelyn Partners Asset Management LimitedLondon, United Kingdom · 466 clientsWealth managerBank-affiliatedAffiliated broker-dealerEvelyn Partners Investment Management Services Limited, Evelyn Partners Investment Services Limited
    Pershing 68%Northern Trust 24%
    $1.1B
  18. 5434
    Nuance Investments, LLCKansas City, MO · 257 clientsAsset manager
    Northern Trust 32%Fidelity 27%BNY 23%
    $984M
  19. 5461
    Intertide PartnersChicago, IL · 2 clientsWealth manager
    Northern Trust 52%Schwab 48%
    $971M
  20. 5512
    Foresight Global Investors, Inc.Purchase, NY · 17 clientsAsset manager
    State Street 52%J.P. Morgan 27%
    $955M
  21. 5514
    Cdam (UK) LTDLondon, United Kingdom · 1 clientsAsset manager
    Northern Trust 56%BNY 44%
    $954M
  22. 5539
    DGV Solutions LPMinnetonka, MN · 2 clientsPrivate fund adviser
    Northern Trust 100%
    $944M
  23. 5543
    Ashford Advisors, LLCPittsford, NY · 79 clientsWealth manager
    Schwab 76%Northern Trust 24%
    $943M
  24. 5552
    Develop Capital Partners, LP.Pittsford, NY · 1 clientsAsset manager
    Northern Trust 100%
    $940M
  25. 5557
    Cedar Street Asset Management LLCChicago, IL · 4 clientsAsset manager
    J.P. Morgan 73%
    $938M
  26. 5623
    Integrity Fixed Income ManagementOrlando, FL · 44 clientsAsset manager
    State Street 23%
    $921M
  27. 5733
    Moerus Capital Management LLCNew York, NY · 10 clientsAsset managerHybrid
    State Street 51%Northern Trust 49%
    $893M
  28. 5839
    Moody Aldrich Partners, LLCMarblehead, MA · 376 clientsAsset manager
    Goldman Sachs 25%
    $864M
  29. 5844
    Ativo Capital Management, LLCChicago, IL · 17 clientsAsset manager
    Northern Trust 52%State Street 48%
    $863M
  30. 5851
    Meridian Investment AdvisorsLittle Rock, AR · 233 clientsAsset manager
    Schwab 65%
    $862M
  31. 5913
    Integrated Quantitative Investments LLCBellevue, WA · 16 clientsAsset manager
    State Street 48%J.P. Morgan 31%
    $845M
  32. 5998
    Longtail Alpha, LLCNewport Beach, CA · 9 clientsPrivate fund adviser
    Merrill / Bank of America 96%
    $822M
  33. 6089
    Solstein Capital, LLCMenlo Park, CA · 30 clientsAsset manager
    Schwab 30%State Street 27%UBS 24%
    $802M
  34. 6139
    Global IMC LLCSolana Beach, CA · 9 clientsPrivate fund adviserAffiliated broker-dealerNlcg Distributors, LLC, Roth Capital Partners, LLC
    Northern Trust 100%
    $790M
  35. 6224
    4612 Group, LLCAtlanta, GA · 9 clientsAsset manager
    Merrill / Bank of America 74%Northern Trust 26%
    $773M
  36. 6347
    Tremblant Capital GroupWest Palm Beach, FL · 3 clientsAsset managerHybrid
    J.P. Morgan 54%Northern Trust 35%
    $745M
  37. 6396
    Skba Capital Management, LLCSan Francisco, CA · 23 clientsAsset managerHybrid
    BNY 85%
    $732M
  38. 6414
    Huber Capital Management LLCEl Segundo, CA · 9 clientsAsset manager
    Northern Trust 75%J.P. Morgan 25%
    $729M
  39. 6486
    RV CapitalSchindellegi, Switzerland · 3 clientsPrivate fund adviser
    BNY 49%Morgan Stanley 28%
    $713M
  40. 6498
    Redwood Investments, LLCBoston, MA · 85 clientsAsset managerAffiliated broker-dealerAlger Management, (singapore) PTE. LTD., Alger Management, LTD
    State Street 54%
    $710M

RIAs by state