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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

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. 1808
    Gem Realty CapitalChicago, IL · 25 clientsPrivate fund adviser
    Northern Trust 100%
    $6.3B
  2. 1813
    J. Safra Asset Management CorporationNew York City, NY · 3,443 clientsWealth managerBank-affiliatedHybridSafra Securities LLC
    BNY 79%
    $6.3B
  3. 1823
    BMO Asset Management Corp.Chicago, IL · 16 clientsPrivate fund adviserHybridBMO Capital Markets Corp., BMO Nesbitt Burns Securities LTD.
    SEI 47%Brown Brothers Harriman Investments 27%
    $6.2B
  4. 1826
    Rivernorth Capital Management, LLCWest Palm Beach, FL · 32 clientsAsset managerHybrid
    Fidelity 45%BNY 22%
    $6.2B
  5. 1834
    Polen Capital Credit, LLCWaltham, MA · 44 clientsAsset managerHybrid
    Northern Trust 62%
    $6.1B
  6. 1840
    LM Capital Group, LLCSan Diego, CA · 36 clientsAsset manager
    Northern Trust 53%State Street 28%
    $6.1B
  7. 1842
    Snyder Capital Management LPSan Francisco, CA · 73 clientsAsset manager
    Northern Trust 48%
    $6.1B
  8. 1846
    Vulcan Value Partners LLCBirmingham, AL · 157 clientsAsset managerHybrid
    Northern Trust 48%BNY 33%
    $6.1B
  9. 1863
    Third Lake Partners, LLCTampa, FL · 54 clientsAsset managerHybrid
    Northern Trust 79%
    $6.0B
  10. 1874
    Richmond Capital Management IncRichmond, VA · 166 clientsAsset manager
    Northern Trust 75%Truist Securities 25%
    $5.9B
  11. 1882
    Deprince, Race & Zollo, Inc.Winter Park, FL · 80 clientsAsset manager
    Northern Trust 49%State Street 31%
    $5.9B
  12. 1916
    Buckhead Capital Management, LLCAtlanta, GA · 203 clientsAsset manager
    Principal Securities 27%US Bancorp National Association 22%Northern Trust 22%BNY 22%
    $5.8B
  13. 1922
    Dalton Investments, Inc.El Segundo, CA · 40 clientsPrivate fund adviser
    BNY 41%State Street 36%Northern Trust 22%
    $5.7B
  14. 1923
    Leadenhall Capital PartnersLondon, United Kingdom · 20 clientsPrivate fund adviser
    BNY 64%Northern Trust 36%
    $5.7B
  15. 1929
    Metis Global Partners, LLCSan Diego, CA · 18 clientsPrivate fund adviser
    State Street 63%Northern Trust 37%
    $5.7B
  16. 1939
    QIC Investments NO. 1 PTY LTDBrisbane Queensland, Australia · 16 clientsPrivate fund adviser
    Northern Trust 100%
    $5.6B
  17. 1941
    Donald Smith & Co., Inc.New York, NY · 22 clientsAsset manager
    BNY 53%
    $5.6B
  18. 1942
    Geneva Capital Management LLCMilwaukee, WI · 4,049 clientsAsset managerHybrid
    Morgan Stanley 42%Northern Trust 30%J.P. Morgan 28%
    $5.6B
  19. 1959
    Sierra Investment Partners, Inc.Walnut Creek, CA · 120 clientsAsset manager
    U.S. Bank 34%Northern Trust 23%Midwest Institutional 23%
    $5.5B
  20. 1968
    Disciplined Growth Investors IncMinneapolis, MN · 137 clientsAsset managerHybrid
    Fidelity 44%U.S. Bank 24%
    $5.5B
  21. 1975
    Polaris Capital Management, LLCBoston, MA · 24 clientsAsset manager
    State Street 31%BNY 26%Northern Trust 23%
    $5.5B
  22. 1997
    Silver Rock Financial LPLos Angeles, CA · 28 clientsPrivate fund adviser
    J.P. Morgan 69%Northern Trust 31%
    $5.4B
  23. 2008
    Mackenzie Investments Europe LimitedDublin 4, Ireland · 9 clientsPrivate fund adviserAffiliated broker-dealerIG Wealth Management Inc., Mackenzie Financial Corporation
    Northern Trust 100%
    $5.3B
  24. 2065
    White Oak Global Advisors, LLCSan Francisco, CA · 55 clientsPrivate fund adviserHybridWhite Oak Merchant Partners LLC
    Northern Trust 52%BNY 48%
    $5.1B
  25. 2073
    Indus Capital Partners, LLCNew York, NY · 17 clientsPrivate fund adviser
    J.P. Morgan 35%Morgan Stanley 34%
    $5.1B
  26. 2079
    TT InternationalLondon, United Kingdom · 26 clientsPrivate fund adviserAffiliated broker-dealerSmbc Nikko Capital Markets LTD
    Northern Trust 39%HSBC Securities Services 31%BNY 30%
    $5.1B
  27. 2080
    Metropolis Capital LimitedAmersham, Buckinghamshire, United Kingdom · 11 clientsPrivate fund adviser
    State Street 54%Northern Trust 24%
    $5.1B
  28. 2082
    Oberweis Asset Management IncLisle, IL · 108 clientsAsset managerHybridOberweis Securities, Inc.
    Northern Trust 50%BNY 50%
    $5.1B
  29. 2099
    Kennedy Capital ManagementSt Louis, MO · 213 clientsAsset managerHybridSanctuary Securities, Inc.
    Northern Trust 55%State Street 24%
    $5.0B
  30. 2121
    Impactassets Capital Partners PB LLCBethesda, MD · 1 clientsAsset manager
    Schwab 55%Northern Trust 36%
    $4.9B
  31. 2131
    Granger Management LLCNew York, NY · 15 clientsAsset manager
    Northern Trust 98%
    $4.9B
  32. 2136
    G10 LLCHunt Valley, MD · 138 clientsPrivate fund adviser
    Northern Trust 76%Fidelity 24%
    $4.9B
  33. 2155
    SRB CorporationBoston, MA · 20 clientsAsset manager
    Northern Trust 100%
    $4.8B
  34. 2160
    Cidel Asset Management IncToronto, Ontario, Canada · 1,547 clientsAsset manager
    Cidel Trust Company Canada 70%
    $4.8B
  35. 2176
    Robeco Institutional Asset Management US IncNew York, NY · 17 clientsAsset managerHybridBoston Partners Securities, L.L.C.
    BNY 39%State Street 27%
    $4.8B
  36. 2189
    Acasta Partners US LLCBoca Raton, FL · 3 clientsPrivate fund adviser
    Northern Trust 100%
    $4.7B
  37. 2193
    Kotak Mahindra Asset Management (singapore) PTE. LTD.Singapore, Singapore · 10 clientsPrivate fund adviserAffiliated broker-dealerKotak Mahindra (UK) Limited, Kotak Mahindra (international) Limited
    Northern Trust 66%
    $4.7B
  38. 2208
    Clean Energy Transition LLPLondon, United Kingdom · 9 clientsPrivate fund adviser
    Northern Trust 100%
    $4.6B
  39. 2220
    Stable Asset Management LPNew York, NY · 15 clientsAsset manager
    State Street 76%
    $4.6B
  40. 2223
    Globeflex Capital LPSan Diego, CA · 23 clientsAsset manager
    Northern Trust 67%
    $4.6B

RIAs by state