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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. 9655
    Highbury Pacific Capital Corp.Bellevue, WA · 1 clientsAsset manager
    Northern Trust 100%
    $333M
  2. 9835
    Meros Investment Management, LPDallas, TX · 4 clientsAsset manager
    BNY 50%Northern Trust 43%
    $321M
  3. 9917
    Garrison Point Capital, LLCSan Francisco, CA · 16 clientsAsset manager
    RBC 49%
    $316M
  4. 10044
    Spectra Investment Management, LLCStuart, FL · 49 clientsWealth manager
    Fidelity 66%Northern Trust 34%
    $307M
  5. 10115
    Mission Value Partners, LLCNashville, TN · 3 clientsPrivate fund adviser
    Northern Trust 100%
    $303M
  6. 10243
    Union Heritage CapitalDetroit, MIAsset manager
    Northern Trust 100%
    $295M
  7. 10247
    Trace Wealth Advisors66 clientsWealth managerWrap sponsor
    LPL Financial 87%
    $295M
  8. 10302
    Hatch Cove Capital, LLC3 clientsAsset manager
    Northern Trust 70%U.S. Bank 30%
    $292M
  9. 10308
    Kestrel Partners LLPLondon, United Kingdom · 11 clientsPrivate fund adviser
    BNY 73%Northern Trust 27%
    $291M
  10. 10519
    Iridian Asset Management LLC14 clientsPrivate fund adviser
    CIBC Private Wealth 58%BNY 23%
    $280M
  11. 11001
    Venor Capital Management LPNew York, NY · 10 clientsPrivate fund adviser
    Northern Trust 100%
    $254M
  12. 11007
    Green Alpha InvestmentsNiwot, CO · 164 clientsWealth manager
    Northern Trust 39%
    $254M
  13. 11168
    Vantage Consulting Group IncVirginia Beach, VA · 7 clientsPrivate fund adviser
    Northern Trust 100%
    $246M
  14. 11656
    Bantamac Capital, LLCChicago, IL · 14 clientsAsset manager
    Northern Trust 64%Schwab 36%
    $225M
  15. 12405
    Terra Alpha Investments LLCWashington, DC · 5 clientsPrivate fund adviser
    Northern Trust 100%
    $193M
  16. 12623
    Doheny Asset Management, L.L.C.Los Angeles, CA · 48 clientsWealth manager
    Schwab 66%Citi 24%
    $186M
  17. 12646
    Vision One Management Partners, LPMiami, FL · 5 clientsPrivate fund adviser
    Northern Trust 100%
    $185M
  18. 12674
    Bullseye Asset Management LLCDenver, CO · 1 clientsAsset manager
    Northern Trust 100%
    $184M
  19. 12779
    Daventry Group LPNew York, NY · 3 clientsAsset manager
    Northern Trust 100%
    $180M
  20. 12876
    Summerhaven Investment Management, LLCStamford, CT · 1 clientsAsset manager
    Northern Trust 100%
    $176M
  21. 12913
    Power Asset Management LLCLos Angeles, CA · 35 clientsWealth manager
    Schwab 50%Northern Trust 39%
    $175M
  22. 13733
    Dellora Investments LPGreenwich, CT · 5 clientsPrivate fund adviser
    Northern Trust 100%
    $148M
  23. 13937
    Castleton Partners, LLC16 clientsWealth manager
    Fidelity 63%Northern Trust 37%
    $142M
  24. 13989
    Wilmington Trust Investment ManagementWilmington, DE · 74 clientsWealth managerBank-affiliatedAffiliated broker-dealerM&t Securities, Inc., Wilmington Trust Investment Advisors, Inc.
    Fidelity 54%
    $141M
  25. 14150
    Fithian LLCNew York, NY · 74 clientsAsset manager
    Schwab 52%BNY 27%
    $136M
  26. 14184
    Heights Point Management, LPNew York, NY · 3 clientsPrivate fund adviser
    Northern Trust 100%
    $135M
  27. 14785
    1 Main Capital Management, LLCAventura, FL · 3 clientsPrivate fund adviser
    Northern Trust 100%
    $119M
  28. 15129
    Signia Capital ManagementSpokane, WA · 13 clientsAsset manager
    Northern Trust 78%Citi 22%
    $109M
  29. 15138
    NK Capital LLC4 clientsWealth manager
    Northern Trust 79%
    $109M
  30. 15172
    Peapod Lane Capital LLCBedford Hills, NY · 32 clientsAsset manager
    Northern Trust 48%Schwab 32%
    $108M
  31. 15465
    RVX Asset Management LLCAventura, FL · 2 clientsAsset manager
    Northern Trust 100%
    $97M
  32. 15493
    Gravity Capital Management LLCNew York, NY · 28 clientsAsset manager
    Schwab 64%Northern Trust 36%
    $94M
  33. 15513
    Vault Fiduciary LLCAsset manager
    Northern Trust 62%Merrill / Bank of America 38%
    $92M
  34. 15653
    Dryden Capital, LLCNew York, NY · 4 clientsAsset manager
    Northern Trust 52%WCI 38%
    $77M
  35. 16132
    Mount Murray Investment Inc.Montreal, Quebec, Canada · 5 clientsAsset manager
    Northern Trust 72%Interactive Brokers 28%
    $28M
  36. 16191
    Greenwood Pine PartnersMemphis, TN · 2 clientsAsset managerHybrid
    Northern Trust 100%
    $23M
  37. 16248
    Caterer Goodman Partners LTD68 clientsWealth manager
    Interactive Brokers 62%Citi 26%
    $15M

RIAs by state