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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
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

466 firms manage $38.6 trillionState Street

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  1. 5441
    Prytania Investment Advisors LLPLondon, United Kingdom · 5 clientsAsset manager
    State Street 100%
    $982M
  2. 5512
    Foresight Global Investors, Inc.Purchase, NY · 17 clientsAsset manager
    State Street 52%J.P. Morgan 27%
    $955M
  3. 5540
    Edgbaston Investment PartnersLondon, United Kingdom · 3 clientsPrivate fund adviser
    State Street 100%
    $944M
  4. 5557
    Cedar Street Asset Management LLCChicago, IL · 4 clientsAsset manager
    J.P. Morgan 73%
    $938M
  5. 5558
    MAC Alpha Capital Management, LPTampa, FL · 9 clientsAsset manager
    State Street 78%
    $938M
  6. 5616
    PCJ Investment Counsel LTD.Toronto, Ontario, Canada · 2 clientsAsset managerHybrid
    RBC 77%State Street 23%
    $924M
  7. 5623
    Integrity Fixed Income ManagementOrlando, FL · 44 clientsAsset manager
    State Street 23%
    $921M
  8. 5638
    Charles Pratt & Company, L.L.C.New York, NY · 315 clientsWealth manager
    FNZ Trust 97%
    $916M
  9. 5691
    Holowesko Partners LTD.Nassau, Bahamas, The · 7 clientsPrivate fund adviser
    State Street 100%
    $904M
  10. 5728
    Allspring Global Investments (singapore) PTE. LTD.Singapore, Singapore · 3 clientsAsset manager
    State Street 100%
    $894M
  11. 5733
    Moerus Capital Management LLCNew York, NY · 10 clientsAsset managerHybrid
    State Street 51%Northern Trust 49%
    $893M
  12. 5761
    Martin Investment Management, LLCPalm Beach Gardens, FL · 281 clientsAsset manager
    State Street 70%J.P. Morgan 30%
    $888M
  13. 5839
    Moody Aldrich Partners, LLCMarblehead, MA · 376 clientsAsset manager
    Goldman Sachs 25%
    $864M
  14. 5844
    Ativo Capital Management, LLCChicago, IL · 17 clientsAsset manager
    Northern Trust 52%State Street 48%
    $863M
  15. 5913
    Integrated Quantitative Investments LLCBellevue, WA · 16 clientsAsset manager
    State Street 48%J.P. Morgan 31%
    $845M
  16. 5940
    Concise Capital Management, L.P.Miami, FL · 4 clientsAsset manager
    State Street 100%
    $839M
  17. 5943
    Twin Capital Management IncMcMurray, PA · 62 clientsAsset manager
    BNY 32%PNC Bank 29%U.S. Bank 24%
    $838M
  18. 6007
    J.P. Marvel Wealth Management, Inc.Boston, MA · 69 clientsWealth manager
    State Street 100%
    $821M
  19. 6089
    Solstein Capital, LLCMenlo Park, CA · 30 clientsAsset manager
    Schwab 30%State Street 27%UBS 24%
    $802M
  20. 6113
    337 Frontier Capital, LPNew York, NY · 6 clientsPrivate fund adviser
    BNY 53%State Street 47%
    $795M
  21. 6135
    X-Square CapitalGuaynabo, PR · 326 clientsAsset manager
    Schwab 49%Jefferies 30%
    $791M
  22. 6211
    Habrok Capital Management LLPLondon, United Kingdom · 4 clientsPrivate fund adviser
    State Street 100%
    $774M
  23. 6319
    Southernsun Asset Management LLCMemphis, TN · 84 clientsAsset manager
    BNY 45%State Street 31%J.P. Morgan 24%
    $749M
  24. 6470
    Lygh Capital PTE. LTD.Singapore, Singapore · 2 clientsPrivate fund adviser
    State Street 100%
    $717M
  25. 6486
    RV CapitalSchindellegi, Switzerland · 3 clientsPrivate fund adviser
    BNY 49%Morgan Stanley 28%
    $713M
  26. 6487
    Frontier Global Partners LLCLa Jolla, CA · 47 clientsAsset manager
    State Street 47%J.P. Morgan 32%
    $713M
  27. 6488
    Essex Investment Management Company, LLCBoston, MA · 117 clientsAsset manager
    State Street 44%
    $713M
  28. 6498
    Redwood Investments, LLCBoston, MA · 85 clientsAsset managerAffiliated broker-dealerAlger Management, (singapore) PTE. LTD., Alger Management, LTD
    State Street 54%
    $710M
  29. 6837
    Eldred Rock Partners, LLCSan Antonio, TX · 80 clientsAsset manager
    Schwab 51%Northern Trust 31%
    $644M
  30. 6990
    Sancus Capital Management LPLos Angeles, CA · 5 clientsAsset manager
    State Street 100%
    $619M
  31. 7010
    Kettle Hill Capital Management, LLCNew York, NY · 7 clientsAsset manager
    State Street 100%
    $616M
  32. 7116
    Lone Peak Global Investors, LLCAlpine, UT · 152 clientsAsset managerHybrid
    Northern Trust 29%Schwab 29%Fifth Third Securities 24%
    $598M
  33. 7295
    Inca Investments, LLCMiami, FL · 2 clientsAsset manager
    State Street 100%
    $570M
  34. 7809
    SMH Capital Advisors LLCWeatherford, TX · 171 clientsAsset managerHybridSMH Capital Investments LLC
    State Street 100%
    $503M
  35. 7945
    Ballina Capital, LLC11 clientsAsset manager
    State Street 59%J.P. Morgan 28%
    $486M
  36. 8155
    Greenlea Lane Capital Management LLC2 clientsPrivate fund adviser
    State Street 100%
    $462M
  37. 8355
    Paradigm Asset ManagementWhite Plains, NY · 7 clientsAsset manager
    State Street 42%BNY 27%
    $442M
  38. 8417
    Ravenswood Partners LPMcLean, VA · 10 clientsAsset manager
    State Street 100%
    $436M
  39. 8447
    Lisanti Capital Growth LLCNew York, NY · 18 clientsAsset managerAffiliated broker-dealerDinosaur Financial Group, L.l.c
    Northern Trust 39%State Street 35%BNY 26%
    $432M
  40. 8677
    Sustainable Insight Capital Management, LLCNew York, NY · 2 clientsAsset manager
    State Street 51%BNY 49%
    $410M

RIAs by state