Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
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 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 PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says
AtlasFinancial ADVSR
Open free

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. 1516
    Eldridge Credit Advisers, LLCNew York, NY · 36 clientsPrivate fund adviserAffiliated broker-dealerJohnstone Brokerage Services LLC, Security Distributors, LLC
    UMB Bank 55%State Street 23%
    $8.5B
  2. 1527
    Zhang FinancialPortage, MI · 2,331 clientsWealth managerWrap sponsor
    LPL Financial 60%State Street 25%
    $8.4B
  3. 1536
    Advantage Capital ManagementNew York, NY · 13 clientsAsset managerAffiliated broker-dealerKopentech Capital Markets LLC
    State Street 100%
    $8.3B
  4. 1546
    Starboard Value LPNew York, NY · 11 clientsPrivate fund adviser
    State Street 49%Goldman Sachs 23%
    $8.2B
  5. 1552
    Harvest Fund Advisors LLCWayne, PA · 198 clientsAsset managerHybridBlackstone Securities Partners L.P., Everlake Distributors, LLC
    J.P. Morgan 54%
    $8.1B
  6. 1553
    Marshfield AssociatesWashington, DC · 3,996 clientsWealth manager
    RBC 59%State Street 29%
    $8.1B
  7. 1561
    City of London Investment Management Company LimitedLondon, United Kingdom · 33 clientsPrivate fund adviser
    State Street 53%Northern Trust 25%
    $8.1B
  8. 1575
    Polunin Capital Partners LimitedLondon, United Kingdom · 7 clientsPrivate fund adviser
    State Street 94%
    $8.0B
  9. 1599
    WGI DM, LLCBoston, MA · 24 clientsAsset manager
    BNY 41%Northern Trust 30%State Street 30%
    $7.8B
  10. 1601
    Hillsdale Investment Management Inc.Toronto, Canada · 227 clientsPrivate fund adviser
    State Street 52%RBC 48%
    $7.8B
  11. 1620
    DSM Capital PartnersPalm Beach Gardens, FL · 2,465 clientsAsset manager
    Goldman Sachs 40%State Street 35%BNY 25%
    $7.6B
  12. 1630
    Lombard Odier Asset Management (USA) CorpNew York, NY · 27 clientsPrivate fund adviserAffiliated broker-dealer
    Ss&c Technologies 40%State Street 33%
    $7.5B
  13. 1633
    Homestead Advisers Corp.Arlington, VA · 8 clientsAsset managerHybridHomestead Financial Services Corp.
    State Street 100%
    $7.5B
  14. 1636
    Gramercy Funds Management LLCWest Palm Beach, FL · 41 clientsPrivate fund adviser
    State Street 55%BNY 32%
    $7.4B
  15. 1648
    Arbour Lane Capital Management LPStamford, CT · 15 clientsPrivate fund adviser
    State Street 100%
    $7.3B
  16. 1662
    BLS Capital Fondsmaeglerselskab A/sKlampenborg, Denmark · 6 clientsAsset manager
    BNY 53%State Street 47%
    $7.2B
  17. 1669
    Springs Capital (hong Kong) LimitedHong Kong, Hong Kong · 16 clientsAsset manager
    Citi 67%
    $7.2B
  18. 1684
    Pyrford International LTDLondon, United Kingdom · 31 clientsAsset managerAffiliated broker-dealerThreadneedle Investment Services Limited
    CIBC Mellon 53%
    $7.1B
  19. 1690
    GLG LLCNew York, NY · 23 clientsPrivate fund adviserAffiliated broker-dealerMAN Investments Inc.
    State Street 53%Northern Trust 47%
    $7.0B
  20. 1702
    Hosking Partners LLPLondon, United Kingdom · 8 clientsAsset manager
    Citi 54%State Street 46%
    $7.0B
  21. 1742
    Bivium Capital Partners, LLCSan Francisco, CA · 33 clientsAsset manager
    State Street 48%Pershing 29%Northern Trust 23%
    $6.7B
  22. 1751
    North of South Capital LLPLondon, United Kingdom · 18 clientsPrivate fund adviser
    State Street 87%
    $6.7B
  23. 1758
    NXT Capital Investment Advisers, LLCChicago, IL · 22 clientsPrivate fund adviserHybridHilco Corporate Finance, LLC, Lument Securities, LLC, clears through Pershing
    Computershare Trust Company 72%State Street 28%
    $6.6B
  24. 1768
    Coronation Investment Management International (PTY) LTDClaremont, Cape Town, South Africa · 9 clientsPrivate fund adviser
    JPM Chase Bank N.A. London 81%
    $6.6B
  25. 1834
    Polen Capital Credit, LLCWaltham, MA · 44 clientsAsset managerHybrid
    Northern Trust 62%
    $6.1B
  26. 1840
    LM Capital Group, LLCSan Diego, CA · 36 clientsAsset manager
    Northern Trust 53%State Street 28%
    $6.1B
  27. 1842
    Snyder Capital Management LPSan Francisco, CA · 73 clientsAsset manager
    Northern Trust 48%
    $6.1B
  28. 1846
    Vulcan Value Partners LLCBirmingham, AL · 157 clientsAsset managerHybrid
    Northern Trust 48%BNY 33%
    $6.1B
  29. 1866
    Foyston, Gordon & Payne Inc.Toronto, Canada · 7,721 clientsAsset manager
    BNY 81%
    $6.0B
  30. 1882
    Deprince, Race & Zollo, Inc.Winter Park, FL · 80 clientsAsset manager
    Northern Trust 49%State Street 31%
    $5.9B
  31. 1892
    NS Partners LTDLondon, United Kingdom · 20 clientsAsset managerHybrid
    RBC 80%
    $5.9B
  32. 1905
    Millstreet Capital Management LLCBoston, MA · 2 clientsPrivate fund adviser
    State Street 100%
    $5.8B
  33. 1910
    Aetos Alternatives ManagementNew York, NY · 104 clientsAsset manager
    State Street 100%
    $5.8B
  34. 1922
    Dalton Investments, Inc.El Segundo, CA · 40 clientsPrivate fund adviser
    BNY 41%State Street 36%Northern Trust 22%
    $5.7B
  35. 1929
    Metis Global Partners, LLCSan Diego, CA · 18 clientsPrivate fund adviser
    State Street 63%Northern Trust 37%
    $5.7B
  36. 1948
    Antarctica Investment Advisors, LLCNew York, NY · 36 clientsAsset managerHybridPalmer Capital Advisors, LLC
    U.S. Bancorp 62%
    $5.6B
  37. 1951
    Green Court Capital Management LimitedCentral, Hong Kong, Hong Kong · 12 clientsAsset manager
    Citi 57%State Street 43%
    $5.5B
  38. 1975
    Polaris Capital Management, LLCBoston, MA · 24 clientsAsset manager
    State Street 31%BNY 26%Northern Trust 23%
    $5.5B
  39. 2000
    Cohen & Steers UK LimitedLondon, United Kingdom · 69 clientsAsset managerAffiliated broker-dealerCohen & Steers Securities, LLC
    J.P. Morgan 54%State Street 31%
    $5.4B
  40. 2023
    Zais GroupHolmdel, NJ · 30 clientsPrivate fund adviser
    State Street 59%The Bank of NY Mellon 41%
    $5.3B

RIAs by state