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Est. 2026The front page of wealth managementNew York

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FP 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 PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO saysWM Raymond James Recruits $700M Advisor Team from Truist
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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

149 firms manage $1.1 trillionRBC

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. 12958
    Infinity Financial Services AdvisoryOakland, CA · 657 clientsWealth managerHybridInfinity Securities, Inc.
    Schwab 67%RBC 33%
    $174M
  2. 13000
    Alluvial Capital Management, LLC51 clientsPrivate fund adviser
    Interactive Brokers 70%
    $173M
  3. 13439
    Outfitter FinancialBrunswick, ME · 64 clientsWealth manager
    RBC 100%
    $158M
  4. 13440
    J.V.B. Investment CompanyJackson, MI · 208 clientsBroker-dealer firmHybrid
    RBC 100%
    $158M
  5. 13508
    Herndon Plant Oakley LTDCorpus Christi, TX · 141 clientsBroker-dealer firmHybrid
    RBC 100%
    $155M
  6. 13683
    Union Capital CompanyTucson, AZ · 414 clientsBroker-dealer firmHybrid
    RBC 82%
    $150M
  7. 13750
    Perkins Capital Management IncWayzata, MN · 133 clientsWealth manager
    RBC 100%
    $148M
  8. 13760
    Renaissance AdvisorsRidgeland, MS · 343 clientsWealth manager
    RBC 100%
    $147M
  9. 13802
    Wellington-Altus USA Inc.Winnipeg, Manitoba, Canada · 233 clientsWealth managerWrap sponsorAffiliated broker-dealerWellington-Altus Private Wealth, Inc.
    RBC 100%
    $146M
  10. 13880
    Burgess Investment Management and Research Inc.Toronto, Ontario, Canada · 98 clientsWealth manager
    Fidelity Clearing Canada ULC 83%
    $144M
  11. 13886
    Private Lane Capital, LLC11 clientsWealth manager
    Schwab 84%
    $144M
  12. 14070
    Constantine Barry Asset Management (cbam)New York, NY · 59 clientsWealth manager
    RBC 52%Bergos AG 48%
    $139M
  13. 14095
    Landolt Securities, Inc.Lake Bluff, IL · 198 clientsBroker-dealer firmHybrid
    RBC 100%
    $138M
  14. 14183
    Chicago Capital Management Advisors, LLCLisle, IL · 620 clientsWealth managerHybridAmerican Trust Investment Services, Inc.
    Fidelity 39%Schwab 33%
    $135M
  15. 14339
    Mench Financial IncCincinnati, OH · 183 clientsWealth manager
    Schwab 80%
    $131M
  16. 14664
    Regal Advisory Services, Inc.Glenview, IL · 274 clientsWealth managerHybridRegal Securities, Inc., clears through RBC Capital Markets, Hilltop Securities
    RBC 84%
    $121M
  17. 14686
    Doucet Asset Management, LLCNew Orleans, LA · 48 clientsAsset managerHybrid
    RBC 100%
    $121M
  18. 15142
    Partners Capital Services, Inc.Hauppauge, NY · 238 clientsWealth managerWrap sponsorHybridAmerican Capital Partners, LLC
    RBC 100%
    $109M
  19. 15154
    Five Mile River Investment Management, LLC110 clientsWealth manager
    RBC 100%
    $109M
  20. 15250
    Maseco Asia LimitedHong Kong, Hong Kong · 72 clientsWealth manager
    Schwab 70%
    $106M
  21. 15537
    K R Financial LLC25 clientsWealth managerHybridKR Securities, LLC, clears through RBC Capital Markets
    RBC 82%
    $91M
  22. 15738
    Vanquour LLCNew York, NY · 27 clientsWealth manager
    RBC 100%
    $67M
  23. 15778
    Corinthian Partners Asset Management LLCNew York, NY · 299 clientsWealth managerHybridCorinthian Partners, L.L.C.
    RBC 100%
    $63M
  24. 16134
    Dominari Securities LLCNew York, NY · 63 clientsBroker-dealer firmHybrid
    Schwab 100%
    $28M
  25. 16235
    Highgate Group USA Inc.Montreal, Quebec, Canada · 20 clientsWealth managerHybridHighgate Group Inc.
    RBC 55%Interactive Brokers 45%
    $17M
  26. 16281
    Northfront Financial USA IncCalgary, Alberta, Canada · 33 clientsWealth managerWrap sponsor
    RBC 100%
    $11M
  27. 16308
    Benjamins MoneyMcLean, VA · 5 clientsWealth manager
    RBC 100%
    $9M
  28. 16403
    American Expats in Europe LTD.19 clientsWealth managerHybrid
    RBC 100%
    $3M
  29. 16474
    Ventum Advisors Corp.Toronto, CanadaWealth managerHybridVentum Financial (US) Corp., Ventum Financial Corp.
    RBC 100%
    $355K

RIAs by state