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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

466 firms manage $38.6 trillionState Street

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. 8762
    Palo Duro Investment Partners, LPChicago, IL · 7 clientsPrivate fund adviser
    BNY 78%
    $403M
  2. 8766
    Henry James International Management, Inc.New York, NY · 59 clientsAsset manager
    State Street 100%
    $402M
  3. 8817
    Bayard Asset Management LLCPrinceton, NJ · 5 clientsAsset manager
    J.P. Morgan 47%State Street 33%
    $397M
  4. 9034
    Philosmith Capital CorporationStamford, CT · 3 clientsBroker-dealer firmHybridPhilosmith Securities LLC
    State Street 82%
    $380M
  5. 9066
    Manulife Investment Management (north America) LimitedToronto, On, Canada · 2 clientsAsset managerAffiliated broker-dealer
    State Street 80%
    $378M
  6. 9336
    Crawford Fund Management, LLCBoston, MA · 3 clientsPrivate fund adviser
    State Street 100%
    $356M
  7. 9353
    Bridge City Capital, LLCLake Oswego, OR · 40 clientsAsset manager
    State Street 47%J.P. Morgan 41%
    $355M
  8. 9420
    Jackson Creek Investment Advisors LLCCastle Rock, CO · 21 clientsAsset manager
    State Street 50%Schwab 50%
    $349M
  9. 9938
    Templeton & Phillips Capital Management, LLCLookout Mountain, TN · 47 clientsAsset manager
    Fidelity 54%State Street 46%
    $314M
  10. 9941
    Tieton Capital ManagementYakima, WA · 47 clientsAsset manager
    Schwab 34%BNY 29%
    $314M
  11. 10598
    Hazelview Securities (US) LLCNew York, NY · 4 clientsAsset manager
    BNY 80%
    $276M
  12. 10691
    Palisades Investment Partners, LLCEl Segundo, CA · 92 clientsAsset managerHybrid
    J.P. Morgan 51%State Street 49%
    $271M
  13. 11367
    North American Wealth Advisors Inc.Jordan, MN · 67 clientsAsset managerHybrid
    State Street 52%Newport Trust Co 25%Schwab 23%
    $237M
  14. 11447
    Windmark Investment Partners, Inc.Wilmington, DEAsset manager
    State Street 63%Wells Fargo 37%
    $233M
  15. 11459
    Lizard Investors LLCChicago, IL · 6 clientsPrivate fund adviser
    State Street 100%
    $233M
  16. 11621
    Change Global Investment, LLCNew York, NY · 3 clientsPrivate fund adviser
    State Street 100%
    $226M
  17. 11708
    Kerusso Capital Management, LLCWinston-Salem, NC · 22 clientsAsset manager
    State Street 49%First Horizon Advisors 26%J.P. Morgan 25%
    $222M
  18. 12778
    Kestrel Investment Management CorpSan Mateo, CA · 9 clientsAsset manager
    State Street 62%FNZ Trust 27%
    $180M
  19. 13470
    DWV Advisors, LLCEssex Junction, VT · 15 clientsWealth manager
    State Street 52%Fiduciary Trust 23%
    $157M
  20. 13655
    Karani Asset Management LLCNew York, NY · 43 clientsAsset manager
    State Street 57%Fiduciary Trust 30%
    $151M
  21. 13893
    Villanova Investment Management Company, LLCWayne, PA · 1 clientsAsset managerHybridPennhaven Brokerage Partners, LLC, clears through Axos Clearing
    BNY 38%State Street 31%
    $144M
  22. 14287
    Tripletail Wealth ManagementOrlando, FL · 74 clientsWealth managerWrap sponsor
    Schwab 99%
    $132M
  23. 14471
    Kingsford Capital Management, LLCPoint Richmond, CA · 4 clientsAsset manager
    State Street 100%
    $127M
  24. 15172
    Peapod Lane Capital LLCBedford Hills, NY · 32 clientsAsset manager
    Northern Trust 48%Schwab 32%
    $108M
  25. 15630
    2xideasNew York, NY · 1 clientsAsset manager
    State Street 100%
    $80M
  26. 15906
    Toccata CapitalAsset manager
    State Street 100%
    $50M

RIAs by state