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Est. 2026The front page of wealth managementNew York

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IN RIA moves: Kintra Wealth adds $355M Great Scott Financial practice4K Retirement Confidence Surges Despite Financial Pressures: MFSWM Private Credit Group Says Market Fears Are Divorced From RealityWSR The Most Important Year-End Review Is Your OwnWSR AmeriFlex Recruits 17 Advisors Representing Over $1.4 Billion In Client AssetsWSR Cerulli: Many Investors Still Struggle To Understand Advisors’ FeesWSR Dear Ryan: Transformed On Paper, Uncertain In PracticeIN Meta deal shields Zuckerberg from California wealth tax billRB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicWM The Diamond Podcast for Financial Advisors: How Smart Money Evaluates Wealth Management Firms
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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

198 firms manage $4.4 trillionU.S. Bank

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. 705
    Aristotle Pacific Capital, LLCNewport Beach, CA · 15 clientsAsset managerHybrid
    BNY 82%
    $27B
  2. 706
    Aquarian Holdings Investment Management LLCNew York, NY · 16 clientsAsset manager
    BNY 43%U.S. Bank 25%
    $27B
  3. 723
    Blue Owl Insurance SolutionsNew York, NY · 11 clientsAsset managerAffiliated broker-dealerBlue Owl Securities LLC
    J.P. Morgan 68%U.S. Bank 32%
    $26B
  4. 735
    Hirtle & Co., LLCWest Conshohocken, PA · 1,791 clientsAsset manager
    BNY 36%U.S. Bank 34%Deutsche Bank Trust Company Americas 30%
    $25B
  5. 799
    Capital Advisors Group, IncBoston, MA · 236 clientsAsset manager
    U.S. Bank 100%
    $23B
  6. 800
    Johnson Investment Counsel, Inc.Cincinnati, OH · 5,470 clientsWealth managerHybrid
    Schwab 80%
    $23B
  7. 865
    Hildene Capital ManagementStamford, CT · 82 clientsPrivate fund adviser
    State Street 81%
    $20B
  8. 866
    Meketa Fiduciary Management, LLCCarlsbad, CA · 44 clientsAsset manager
    U.S. Bank 68%
    $20B
  9. 915
    1823 Partners (US) LLCMiami, FL · 5 clientsAsset manager
    U.S. Bank 48%Citi 37%
    $19B
  10. 929
    Deep Blue Investment AdvisorsTampa, FL · 33 clientsPrivate fund adviser
    BNY 86%
    $18B
  11. 950
    Merganser Capital Management, LLCBoston, MA · 124 clientsAsset manager
    Northern Trust 33%BNY 28%State Street 22%
    $18B
  12. 997
    National Investment Services of America, LLCMilwaukee, WI · 360 clientsAsset managerAffiliated broker-dealerResolute Investment Distributors, Inc.
    Mellon Trust 34%U.S. Bank 32%
    $16B
  13. 1044
    SIT Fixed Income Advisors II, LLCMinneapolis, MN · 115 clientsAsset manager
    Northern Trust 56%BNY 27%
    $15B
  14. 1086
    Prime Buchholz LLCPortsmouth, NH · 243 clientsAsset manager
    U.S. Bank 70%
    $14B
  15. 1098
    Ullico Investment Advisors, Inc.Bethesda, MD · 25 clientsPrivate fund adviserHybridUllico Investment Company, LLC
    U.S. Bank 57%BNY 28%
    $14B
  16. 1137
    Eagle Point Credit Management LLCGreenwich, CT · 91 clientsAsset managerHybridEagle Point Securities LLC, SPC Capital Markets LLC
    BNY 52%Northern Trust 23%
    $13B
  17. 1187
    Ramirez Asset Management, Inc.New York, NY · 677 clientsAsset managerHybridSamuel A. Ramirez & Company, Inc.
    BNY 36%Northern Trust 26%U.S. Bank 25%
    $12B
  18. 1250
    Angel Oak Capital Advisors, LLCAtlanta, GA · 34 clientsAsset managerHybrid
    U.S. Bank 68%BNY 32%
    $11B
  19. 1258
    Fiduciary Management, Inc.Milwaukee, WI · 570 clientsAsset manager
    Northern Trust 54%Schwab 25%
    $11B
  20. 1261
    PT Asset Management, LLCChicago, IL · 4 clientsAsset managerHybridPT Capital Partners Limited, Performance Trust Capital Partners, LLC, clears through Pershing
    U.S. Bank 100%
    $11B
  21. 1267
    Guggenheim Corporate Funding, LLCNew York, NY · 32 clientsPrivate fund adviserHybridGuggenheim Funds Distributors, LLC, Guggenheim Investor Services, LLC, clears through Pershing
    BNY 83%
    $11B
  22. 1358
    Sprott Asset Management USA Inc.Darien, CT · 3,362 clientsAsset managerHybridSprott Global Resource Investments LTD
    State Street 44%
    $10B
  23. 1376
    Agincourt Capital Management, LLCRichmond, VA · 193 clientsAsset managerAffiliated broker-dealer
    U.S. Bank 81%
    $10.0B
  24. 1451
    Ellington Global Asset Management, LLCOld Greenwich, CT · 44 clientsAsset managerHybridArmstrong Securities LLC
    U.S. Bank 69%BNY 31%
    $9.2B
  25. 1472
    Crossmark Global Investments, Inc.Houston, TX · 7,902 clientsAsset managerHybridCrossmark Distributors, Inc.
    U.S. Bank 31%Wells Fargo 29%State Street 22%
    $9.0B
  26. 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
  27. 1551
    Wedge Capital Management LLPCharlotte, NC · 184 clientsAsset manager
    Northern Trust 30%U.S. Bank 25%PNC Bank 25%
    $8.1B
  28. 1612
    McMorgan & Company LLCSAN Francisco, CA · 223 clientsAsset managerHybridMcMorgan & Company Capital Advisors LLC
    U.S. Bank 46%Fidelity 27%Amalgamated Bank 27%
    $7.6B
  29. 1628
    Osterweis Capital ManagementSAN Francisco, CA · 358 clientsAsset managerHybrid
    Citi 73%
    $7.5B
  30. 1639
    Washington Capital Management IncSeattle, WA · 75 clientsPrivate fund adviser
    U.S. Bank 87%
    $7.4B
  31. 1640
    Eventide Asset Management, LLCBoston, MA · 38 clientsAsset managerHybrid
    U.S. Bank 86%
    $7.4B
  32. 1879
    CE Investment Management, LLCOklahoma City, OKAsset managerAffiliated broker-dealerAmerican Fidelity Securities, Inc.
    U.S. Bank 87%
    $5.9B
  33. 1921
    Becker Capital Management, Inc.Portland, OR · 841 clientsWealth manager
    Schwab 80%
    $5.7B
  34. 1959
    Sierra Investment Partners, Inc.Walnut Creek, CA · 120 clientsAsset manager
    U.S. Bank 34%Northern Trust 23%Midwest Institutional 23%
    $5.5B
  35. 1961
    Stacey Braun Associates IncNew York, NY · 1,091 clientsAsset manager
    PNC Bank 50%Amalgamated Bank 29%
    $5.5B
  36. 1968
    Disciplined Growth Investors IncMinneapolis, MN · 137 clientsAsset managerHybrid
    Fidelity 44%U.S. Bank 24%
    $5.5B
  37. 1994
    Bain Capital Insurance Solutions, LPBoston, MA · 13 clientsPrivate fund adviserHybridBain Capital Markets, LLC
    U.S. Bank 100%
    $5.4B
  38. 2201
    Shelter Growth Capital Partners LLCStamford, CT · 40 clientsAsset manager
    Wilmington Trust 86%
    $4.7B
  39. 2241
    Dwight Investment Management LLCSunny Isles Beach, FL · 11 clientsPrivate fund adviser
    Computershare Trust Company 72%U.S. Bank 28%
    $4.6B
  40. 2259
    Performa Limited (US), LLCCharleston, SC · 47 clientsAsset manager
    Comerica Bank 38%State Street 31%
    $4.5B

RIAs by state