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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. 2744
    Hilton Capital Management, LLCGarden City, NY · 1,647 clientsAsset managerHybrid
    Northern Trust 44%U.S. Bank 39%
    $3.2B
  2. 2754
    Strategic Income Management, LLCSeattle, WA · 6 clientsAsset manager
    State Street 69%
    $3.1B
  3. 2762
    Nantahala Capital Management, LLCNew Canaan, CT · 11 clientsPrivate fund adviser
    Northern Trust 100%
    $3.1B
  4. 2777
    Cooper Creek Partners Management LLCNew York, NY · 7 clientsPrivate fund adviser
    Northern Trust 82%
    $3.1B
  5. 2815
    Strategic Global Advisors, LLCNewport Beach, CA · 11 clientsAsset manager
    State Street 43%Northern Trust 33%BNY 25%
    $3.0B
  6. 2816
    AEW Capital Management LPBoston, MA · 15 clientsAsset managerHybridNatixis Distribution, LLC, Natixis Investment Managers International
    BNY 73%Northern Trust 27%
    $3.0B
  7. 2855
    Cohen & Steers Asia LimitedCentral, Hong Kong · 42 clientsAsset managerAffiliated broker-dealerCohen & Steers Securities, LLC
    State Street 62%Northern Trust 23%
    $2.9B
  8. 2857
    Hudson Edge Investment Partners, Inc.Jersey City, NJ · 70 clientsPrivate fund adviserHybrid
    BNY 43%PNC Bank 34%Northern Trust 23%
    $2.9B
  9. 2906
    Leeward InvestmentsBoston, MA · 2,700 clientsAsset manager
    BNY 55%Northern Trust 45%
    $2.9B
  10. 2918
    Port Capital LLCChicago, IL · 482 clientsAsset manager
    Pershing 85%
    $2.9B
  11. 2928
    Raith Capital PartnersNew York, NY · 24 clientsPrivate fund adviser
    State Street 85%
    $2.8B
  12. 2934
    Easterly Investment Partners LLCBeverly, MA · 211 clientsAsset managerHybridEasterly Securities LLC
    Northern Trust 100%
    $2.8B
  13. 2951
    Bowie Capital Management, LLCRichardson, TX · 10 clientsPrivate fund adviser
    Schwab 36%BNY 24%Northern Trust 23%
    $2.8B
  14. 2957
    Paul Comstock PartnersHouston, TX · 120 clientsWealth manager
    Schwab 80%
    $2.8B
  15. 2988
    Ryan ALM Advisers, LLC9 clientsAsset manager
    Northern Trust 100%
    $2.8B
  16. 3038
    Valley Wealth Managers, Inc.Paramus, NJ · 969 clientsWealth managerBank-affiliatedHybridValley Financial Management, Inc.
    Schwab 65%Pershing 24%
    $2.7B
  17. 3049
    36 North Capital Management, LLCBentonville, AR · 5 clientsAsset manager
    Northern Trust 100%
    $2.7B
  18. 3093
    LCG Associates, Inc.Atlanta, GA · 108 clientsAsset manager
    Northern Trust 32%Schwab 29%
    $2.6B
  19. 3133
    SSI Investment Management LLCLos Angeles, CA · 79 clientsAsset managerHybridResolute Investment Distributors, Inc.
    Northern Trust 45%BNY 40%
    $2.6B
  20. 3146
    Mackenzie Investments Asia LimitedHong Kong, Hong Kong · 6 clientsPrivate fund adviserAffiliated broker-dealerIG Wealth Management Inc., Mackenzie Financial Corporation
    State Street 93%
    $2.5B
  21. 3175
    Patient Capital Management, LLCBaltimore, MD · 7 clientsAsset manager
    State Street 77%Northern Trust 23%
    $2.5B
  22. 3179
    Frontier Investment Management Partners LTD.Dubai, United Arab Emirates · 11 clientsAsset manager
    Northern Trust 42%J.P. Morgan 41%
    $2.5B
  23. 3191
    Seizert Capital PartnersBirmingham, MI · 152 clientsAsset manager
    Northern Trust 53%Schwab 25%Prinicipal Custody Solution 22%
    $2.5B
  24. 3196
    Reinhart Partners, LLCMequon, WI · 217 clientsAsset managerAffiliated broker-dealerRobert W. Baird & Co. Incorporated, Strategas Securities, LLC
    J.P. Morgan 28%
    $2.5B
  25. 3223
    Medalist Partners LPNew York, NY · 29 clientsPrivate fund adviser
    Northern Trust 37%State Street 36%BNY 27%
    $2.4B
  26. 3262
    Phoenix Asset Management Partners LimitedLondon, United Kingdom · 8 clientsPrivate fund adviser
    Northern Trust 62%J.P. Morgan 38%
    $2.4B
  27. 3266
    Heard Capital LLCChicago, IL · 7 clientsPrivate fund adviser
    BNY 78%
    $2.4B
  28. 3310
    Atlas InfrastructureLondon, United Kingdom · 4 clientsPrivate fund adviser
    Northern Trust 100%
    $2.3B
  29. 3348
    Varadero Capital, L.P.New York, NY · 17 clientsPrivate fund adviser
    BNY 99%
    $2.3B
  30. 3381
    Cramer Rosenthal McGlynn LLCStamford, CT · 282 clientsAsset managerHybrid
    Northern Trust 100%
    $2.3B
  31. 3402
    Passaic Partners LLCNewark, NJ · 15 clientsAsset manager
    Northern Trust 57%Morgan Stanley 43%
    $2.2B
  32. 3407
    Newsouth Capital Management IncMemphis, TN · 157 clientsAsset manager
    Northern Trust 37%State Street 23%
    $2.2B
  33. 3415
    Clearbridge Investments (north America) PTY LimitedSydney, Australia · 19 clientsPrivate fund adviserAffiliated broker-dealerFranklin Distributors, LLC, Franklin Templeton Investments Corp.
    J.P. Morgan 50%Northern Trust 36%
    $2.2B
  34. 3462
    Bell Asset Management LimitedMelbourne, Australia · 14 clientsBroker-dealer firmAffiliated broker-dealerBell Financial Group LTD, Bell Potter Securities (US) LLC
    Citi 45%State Street 22%
    $2.2B
  35. 3489
    Van Hulzen Financial AdvisorsEl Dorado Hills, CA · 1,499 clientsWealth managerAffiliated broker-dealerWedbush Securities Inc.
    Schwab 68%
    $2.1B
  36. 3497
    Intermede Global Partners IncSan Francisco, CAAsset manager
    J.P. Morgan 60%BNP Paribas 35%
    $2.1B
  37. 3542
    Maren CapitalChicago, IL · 9 clientsAsset manager
    BNY 41%Northern Trust 36%Schwab 22%
    $2.1B
  38. 3555
    M.D. Sass, LLCNew York, NY · 83 clientsAsset managerHybridM.D. Sass Securities, L.L.C.
    State Street 51%Northern Trust 49%
    $2.1B
  39. 3574
    Sawgrass Asset Management LLCPonte Vedra Beach, FL · 116 clientsAsset manager
    BNY 28%Schwab 27%Salem Trust A DIV of Argent Inst. Trust 23%Northern Trust 22%
    $2.0B
  40. 3604
    Fairview CapitalGreenbrae, CA · 241 clientsWealth manager
    Schwab 85%
    $2.0B

RIAs by state