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 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
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. 2673
    Emerald Advisers, LLCLeola, PA · 32 clientsAsset managerHybrid
    Northern Trust 45%State Street 28%BNY 27%
    $3.3B
  2. 2754
    Strategic Income Management, LLCSeattle, WA · 6 clientsAsset manager
    State Street 69%
    $3.1B
  3. 2779
    Alphasimplex Group, LLCBoston, MA · 12 clientsAsset managerHybridVP Distributors LLC
    State Street 77%Morgan Stanley 23%
    $3.1B
  4. 2815
    Strategic Global Advisors, LLCNewport Beach, CA · 11 clientsAsset manager
    State Street 43%Northern Trust 33%BNY 25%
    $3.0B
  5. 2855
    Cohen & Steers Asia LimitedCentral, Hong Kong · 42 clientsAsset managerAffiliated broker-dealerCohen & Steers Securities, LLC
    State Street 62%Northern Trust 23%
    $2.9B
  6. 2928
    Raith Capital PartnersNew York, NY · 24 clientsPrivate fund adviser
    State Street 85%
    $2.8B
  7. 2956
    Western Asset Management Company PTE LTDSingapore, Singapore · 10 clientsAsset managerAffiliated broker-dealer
    State Street 73%HSBC 27%
    $2.8B
  8. 3033
    Stadion Money Management, LLCWatkinsville, GA · 49,626 clientsWealth managerWrap sponsor
    Fifth Third Bancorp (lincoln) 37%State Street 28%
    $2.7B
  9. 3060
    Cornerstone Investment Partners, LLCAtlanta, GA · 268 clientsAsset manager
    State Street 86%
    $2.7B
  10. 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
  11. 3175
    Patient Capital Management, LLCBaltimore, MD · 7 clientsAsset manager
    State Street 77%Northern Trust 23%
    $2.5B
  12. 3179
    Frontier Investment Management Partners LTD.Dubai, United Arab Emirates · 11 clientsAsset manager
    Northern Trust 42%J.P. Morgan 41%
    $2.5B
  13. 3196
    Reinhart Partners, LLCMequon, WI · 217 clientsAsset managerAffiliated broker-dealerRobert W. Baird & Co. Incorporated, Strategas Securities, LLC
    J.P. Morgan 28%
    $2.5B
  14. 3223
    Medalist Partners LPNew York, NY · 29 clientsPrivate fund adviser
    Northern Trust 37%State Street 36%BNY 27%
    $2.4B
  15. 3236
    PermianDallas, TX · 8 clientsPrivate fund adviser
    State Street 100%
    $2.4B
  16. 3254
    Moody, Lynn, Lieberson & Walker, LLCBoston, MA · 550 clientsWealth manager
    Schwab 81%
    $2.4B
  17. 3298
    Dundas Global InvestorsEdinburgh, United Kingdom · 14 clientsPrivate fund adviser
    State Street 100%
    $2.4B
  18. 3348
    Varadero Capital, L.P.New York, NY · 17 clientsPrivate fund adviser
    BNY 99%
    $2.3B
  19. 3358
    Lazard Asset Management Canada IncNew York, NY · 12 clientsAsset managerAffiliated broker-dealerLazard Asset Management (canada) Securities, ULC, Lazard Asset Management Securities LLC, clears through Pershing
    RBC 35%State Street 34%BNY 31%
    $2.3B
  20. 3362
    Asset Value Investors LimitedLondon, United Kingdom · 9 clientsPrivate fund adviser
    State Street 100%
    $2.3B
  21. 3407
    Newsouth Capital Management IncMemphis, TN · 157 clientsAsset manager
    Northern Trust 37%State Street 23%
    $2.2B
  22. 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
  23. 3452
    DSC Meridian Capital LPNew York, NY · 12 clientsPrivate fund adviser
    BNY 58%State Street 42%
    $2.2B
  24. 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
  25. 3500
    GMO Singapore PTE. LimitedSingapore, Singapore · 40 clientsAsset manager
    State Street 69%BNY 23%
    $2.1B
  26. 3516
    Distillate Capital Partners LLCChicago, IL · 4 clientsAsset managerHybrid
    State Street 100%
    $2.1B
  27. 3555
    M.D. Sass, LLCNew York, NY · 83 clientsAsset managerHybridM.D. Sass Securities, L.L.C.
    State Street 51%Northern Trust 49%
    $2.1B
  28. 3605
    Nipun Capital, L.P.Foster City, CA · 13 clientsPrivate fund adviser
    J.P. Morgan 71%State Street 29%
    $2.0B
  29. 3653
    Mount Logan ManagementNew York, NY · 12 clientsAsset managerHybridBC Partners Securities LLC
    State Street 60%BNY 27%
    $2.0B
  30. 3672
    Zazove Associates LLCIncline Village, NV · 72 clientsAsset manager
    U.S. Bank 60%State Street 40%
    $2.0B
  31. 3743
    Pembroke Management LTD.Montreal, Quebec, Canada · 173 clientsPrivate fund adviserAffiliated broker-dealerPembroke Private Wealth Management LTD (formerly GBC Asset Management Inc.)
    State Street 100%
    $1.9B
  32. 3750
    DWS Investments Australia LimitedSydney, Australia · 52 clientsPrivate fund adviserAffiliated broker-dealerDeutsche Bank AG
    State Street 100%
    $1.9B
  33. 3802
    McDonald Capital Investors IncOrinda, CA · 90 clientsWealth manager
    RBC 61%
    $1.9B
  34. 3830
    Aristotle Capital Boston, LLCBoston, MA · 94 clientsAsset managerHybrid
    Northern Trust 70%State Street 30%
    $1.8B
  35. 3837
    Heitman Real Estate Securities LLCChicago, IL · 23 clientsAsset managerHybridHeitman International Real Estate Securities PTY Limited, Heitman Securities LLC
    State Street 49%Northern Trust 27%
    $1.8B
  36. 3909
    Petra Capital Management, Inc.Seoul, Korea, South · 5 clientsAsset manager
    BNY 67%
    $1.8B
  37. 3927
    Rice Hall James & Associates LLCSan Diego, CA · 249 clientsAsset manager
    Northern Trust 40%State Street 34%BNY 26%
    $1.7B
  38. 3939
    Long Path Partners, LPStamford, CT · 23 clientsPrivate fund adviser
    State Street 76%
    $1.7B
  39. 3964
    Clarkston Capital Partners, LLCRochester, MI · 142 clientsAsset managerHybrid
    Schwab 51%State Street 49%
    $1.7B
  40. 3969
    P/e Global LLCBoston, MA · 82 clientsAsset managerHybrid
    State Street 66%BNP Paribas 27%
    $1.7B

RIAs by state