Thursday, October 22, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM Estate Planning Valuations in a High-Rate EnvironmentFP As smaller rivals keep quiet, Axos opens up on custody feesIN 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 PracticeWM As AI Expands, the Standard for Human Advice Must Rise
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

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. 2342
    Scharf Investments, LLCLOS Gatos, CA · 1,395 clientsAsset managerAffiliated broker-dealerIM Global US Distributors LLC
    Schwab 40%U.S. Bank 34%
    $4.2B
  2. 2359
    Crossingbridge Advisors, LLCPleasantville, NY · 49 clientsAsset manager
    Northern Trust 60%U.S. Bank 40%
    $4.2B
  3. 2363
    Boston Common Asset Management, LLCBoston, MA · 343 clientsAsset managerAffiliated broker-dealerAMG Distributors, Inc.
    U.S. Bank 55%Schwab 45%
    $4.2B
  4. 2380
    Parkway Advisors, L.P.Abilene, TX · 58 clientsAsset manager
    Raymond James 87%
    $4.1B
  5. 2399
    Copeland Capital Management, LLCConshohocken, PA · 1,983 clientsAsset managerHybrid
    Northern Trust 33%J.P. Morgan 32%
    $4.1B
  6. 2425
    Team Hewins, LLCFoster City, CA · 576 clientsWealth manager
    Schwab 85%
    $4.0B
  7. 2512
    TRB Wealth Management, LLCHouston, TX · 934 clientsAsset managerHybridTRB Securities, LLC
    U.S. Bank 47%Schwab 33%
    $3.7B
  8. 2518
    Proterra Investment Partners LPMinneapolis, MN · 28 clientsPrivate fund adviser
    U.S. Bank 100%
    $3.7B
  9. 2555
    Regan CapitalDallas, TX · 53 clientsAsset managerHybrid
    Northern Trust 53%U.S. Bank 30%
    $3.6B
  10. 2740
    LCP Institutional, LLCAtlanta, GA · 133 clientsWealth managerHybrid
    U.S. Bank 42%BNY 34%Schwab 25%
    $3.2B
  11. 2744
    Hilton Capital Management, LLCGarden City, NY · 1,647 clientsAsset managerHybrid
    Northern Trust 44%U.S. Bank 39%
    $3.2B
  12. 2754
    Strategic Income Management, LLCSeattle, WA · 6 clientsAsset manager
    State Street 69%
    $3.1B
  13. 2778
    Oakmont Capital Management, LLCOakmont, PA · 324 clientsAsset manager
    PNC Wealth Management 49%
    $3.1B
  14. 2789
    Disciplina Capital Management, LLCNashville, TN · 21 clientsAsset manager
    U.S. Bank 58%UBS 23%
    $3.1B
  15. 2795
    Clarivest Asset Management LLCSAN Diego, CA · 29 clientsAsset managerHybridCarillon Fund Distributors, Inc., Cebile Capital LLP
    U.S. Bank 100%
    $3.0B
  16. 2802
    Silvant Capital Management LLCAtlanta, GA · 32 clientsAsset managerHybridVP Distributors LLC
    U.S. Bank 35%Truist Bank 30%
    $3.0B
  17. 2836
    Northwall Capital LLPLondon, United Kingdom · 25 clientsPrivate fund adviser
    U.S. Bank 100%
    $3.0B
  18. 2958
    Willow Tree Credit Partners LPNew York, NY · 14 clientsPrivate fund adviser
    U.S. Bank 31%UMB Bank 31%
    $2.8B
  19. 2966
    Veta Investment Partners, LLCLawrence, KSAsset managerAffiliated broker-dealerAE Financial Services, LLC, Madison Avenue Securities, LLC, clears through National Financial Services (Fidelity)
    U.S. Bank 100%
    $2.8B
  20. 3093
    LCG Associates, Inc.Atlanta, GA · 108 clientsAsset manager
    Northern Trust 32%Schwab 29%
    $2.6B
  21. 3359
    Sellwood Investment Partners LLCPortland, OR · 72 clientsAsset manager
    Schwab 71%
    $2.3B
  22. 3672
    Zazove Associates LLCIncline Village, NV · 72 clientsAsset manager
    U.S. Bank 60%State Street 40%
    $2.0B
  23. 3762
    Treville Capital Management LLCNew York, NY · 14 clientsPrivate fund adviser
    U.S. Bank 59%Stifel Bank 41%
    $1.9B
  24. 3785
    Wolf Hill Capital Management, LPGreenwich, CT · 7 clientsPrivate fund adviser
    Goldman Sachs 63%U.S. Bank 37%
    $1.9B
  25. 3826
    Old Orchard Capital Management LPNew York, NY · 5 clientsPrivate fund adviser
    BNY 68%U.S. Bank 32%
    $1.8B
  26. 3836
    Cacti Asset Management, LLC43 clientsAsset manager
    U.S. Bank 55%Pershing 36%
    $1.8B
  27. 3904
    OFS Capital Management, LLCChicago, IL · 6 clientsAsset managerHybridCCO Capital, LLC, CIM Group (australia) PTY LTD
    U.S. Bank 100%
    $1.8B
  28. 4080
    Intrepid Capital Management IncJacksonville Beach, FL · 671 clientsAsset managerHybrid
    U.S. Bank 82%
    $1.6B
  29. 4319
    Reliant Investment Management, LLCMemphis, TN · 282 clientsAsset manager
    U.S. Bank 50%Schwab 33%
    $1.5B
  30. 4395
    Nottingham Advisors Inc.Amherst, NY · 795 clientsAsset managerAffiliated broker-dealerHand Securities, Inc
    Nottingham Trust 72%U.S. Bank 28%
    $1.4B
  31. 4427
    Sagard Holdings Manager (US) LLCNew York City, NY · 11 clientsPrivate fund adviserAffiliated broker-dealer
    U.S. Bank 100%
    $1.4B
  32. 4467
    ESM Management LLC5 clientsAsset manager
    BNY 76%U.S. Bank 24%
    $1.4B
  33. 4665
    Academy Asset ManagementNew York, NY · 10 clientsAsset managerHybridAcademy Securities, Inc., clears through Pershing
    BNY 68%U.S. Bank 32%
    $1.3B
  34. 4746
    Arbiter PartnersNew York, NY · 20 clientsPrivate fund adviser
    State Street 54%U.S. Bank 28%
    $1.3B
  35. 4958
    Generation Capital Management LLCPittsford, NY · 280 clientsAsset manager
    Matrix Trust 89%
    $1.2B
  36. 4969
    Dean Capital ManagementOverland Park, KS · 3 clientsAsset manager
    Fidelity 58%U.S. Bank 22%
    $1.1B
  37. 5008
    Amundi USBoston, MA · 3 clientsAsset managerHybridAmundi Intermediation, Amundi Singapore Limited
    U.S. Bank 68%State Street 32%
    $1.1B
  38. 5095
    Asset Consulting Group, LLCClayton, MO · 161 clientsAsset managerAffiliated broker-dealer
    Northern Trust 24%
    $1.1B
  39. 5263
    Violich Capital ManagementMill Valley, CA · 116 clientsWealth manager
    Schwab 54%U.S. Bank 24%Merrill / Bank of America 23%
    $1.0B
  40. 5319
    Zevin Asset Management, LLCBoston, MA · 768 clientsWealth manager
    Schwab 85%
    $1.0B

RIAs by state