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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 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
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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

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. 5354
    Vectors Asset ManagementNew York, NY · 859 clientsAsset manager
    Schwab 60%U.S. Bank 40%
    $1.0B
  2. 5415
    Terril & CompanySaint Louis, MO · 488 clientsWealth manager
    U.S. Bank 65%Central Trust 35%
    $988M
  3. 5439
    Semper Augustus Investments Group LLCHighlands Ranch, CO · 269 clientsWealth manager
    Schwab 75%U.S. Bank 25%
    $982M
  4. 5451
    Patton Wealth Advisors143 clientsPrivate fund adviser
    Interactive Brokers 88%
    $977M
  5. 5485
    Grace & White, IncNew York, NY · 187 clientsWealth manager
    Tocqueville Securities L.P. 63%Butterfield Trust (bermuda) Limited 23%
    $964M
  6. 5597
    Oppenheimer Investment Management LLCNew York, NY · 61 clientsAsset managerHybridOppenheimer & Co. Inc., Oppenheimer Europe LTD.
    U.S. Bank 100%
    $929M
  7. 5943
    Twin Capital Management IncMcMurray, PA · 62 clientsAsset manager
    BNY 32%PNC Bank 29%U.S. Bank 24%
    $838M
  8. 5955
    Setpoint CapitalNew York, NY · 4 clientsPrivate fund adviser
    U.S. Bank 100%
    $835M
  9. 5980
    RVK, Inc.Portland, OR · 205 clientsAsset manager
    U.S. Bank 61%
    $828M
  10. 5991
    Tannin Capital, LLCCharlotte, NC · 90 clientsAsset manager
    U.S. Bank 64%
    $825M
  11. 6087
    Poetic Group LLCHackensack, NJ · 6 clientsPrivate fund adviser
    U.S. Bank 70%J.P. Morgan 30%
    $803M
  12. 6135
    X-Square CapitalGuaynabo, PR · 326 clientsAsset manager
    Schwab 49%Jefferies 30%
    $791M
  13. 6316
    Westwood Wealth ManagementDallas, TX · 452 clientsPrivate fund adviserHybridSalient Capital L.P.
    Schwab 56%U.S. Bank 39%
    $750M
  14. 6337
    Skylands Capital, LLCMilwaukee, WI · 14 clientsPrivate fund adviser
    U.S. Bank 76%Midwest Institutional Trust 24%
    $747M
  15. 6666
    Carderock Capital Management, Inc.Chevy Chase, MD · 221 clientsWealth manager
    Schwab 98%
    $677M
  16. 6778
    Old Glory Asset Management LLCMalvern, PA · 21 clientsAsset manager
    First Hawaiian Bank 32%U.S. Bank 29%Amalgamated Bank 26%
    $656M
  17. 6800
    Advanced Asset Management Advisors, Inc.Dublin, OH · 309 clientsAsset manager
    U.S. Bank 75%Fidelity 25%
    $651M
  18. 6819
    Pier Capital, LLCStamford, CT · 8 clientsAsset manager
    SEB 41%U.S. Bank 39%
    $648M
  19. 7137
    Capital Resource Management,inc.Deerfield, IL · 42 clientsWealth manager
    U.S. Bank 100%
    $593M
  20. 7186
    ARX Management, LLCEl Segundo, CA · 29 clientsAsset manager
    Huntington National Bank 70%U.S. Bank 30%
    $586M
  21. 7274
    The Ithaka Group, LLCArlington, VA · 126 clientsAsset manager
    U.S. Bank 57%Schwab 43%
    $572M
  22. 7409
    Indago Capital LLCNew York, NY · 5 clientsAsset manager
    U.S. Bank 100%
    $556M
  23. 7516
    Lk&a Investment CounselPasadena, CA · 83 clientsWealth manager
    U.S. Bank 41%Schwab 40%
    $540M
  24. 7674
    Summit House Capital Management, LLCDallas, TX · 4 clientsAsset manager
    U.S. Bank 100%
    $519M
  25. 7731
    Venator Management LLCPittsburgh, PA · 82 clientsWealth manager
    Schwab 59%BNY 23%
    $512M
  26. 7742
    Chase Investment Counsel CorporationCharlottesville, VA · 132 clientsWealth manager
    U.S. Bank 56%Schwab 44%
    $510M
  27. 7757
    IBN Asset Management, LLCThousand Oaks, CA · 12 clientsAsset managerHybridInstitutional Bond Network, LLC, clears through Wedbush
    BNY 73%U.S. Bank 27%
    $508M
  28. 7798
    Capitala Private Advisors, LLCCharlotte, NC · 12 clientsPrivate fund adviserHybrid
    U.S. Bank 100%
    $505M
  29. 7821
    First Washington CorporationSeattle, WA · 29 clientsWealth manager
    U.S. Bank 88%
    $501M
  30. 7941
    DB FitzpatrickBoise, ID · 93 clientsAsset manager
    BNY 41%Schwab 31%
    $487M
  31. 7949
    1505 Capital LLCNew York, NY · 8 clientsAsset manager
    U.S. Bank 100%
    $486M
  32. 7976
    Van Strum & Towne IncSan Francisco, CA · 101 clientsWealth manager
    Schwab 68%U.S. Bank 32%
    $483M
  33. 8089
    Speece Thorson Capital Group IncMinnetonka, MN · 30 clientsAsset manager
    Trustmark National Bank 35%Northern Trust 34%U.S. Bank 31%
    $469M
  34. 8193
    Birch RUN Investments, LLCExton, PA · 55 clientsAsset managerHybrid
    Principal Financial Group 64%
    $457M
  35. 8328
    Lumbard & Kellner, LLCHollis, NH · 321 clientsWealth manager
    U.S. Bank 75%Schwab 25%
    $444M
  36. 8480
    Lawson Kroeker Investment Management IncOmaha, NE · 142 clientsWealth manager
    U.S. Bank 60%
    $429M
  37. 8643
    SWS Capital Management, LLCNew York, NY · 7 clientsPrivate fund adviserHybridSiebert Williams Shank & Co., LLC
    BNY 34%U.S. Bank 34%UMB Bank 32%
    $413M
  38. 8866
    Aegon Real Assets USCedar Rapids, IA · 14 clientsAsset managerHybrid
    HSBC 63%M&t Bank 26%
    $394M
  39. 9089
    Concorde Investment ManagementDallas, TX · 132 clientsWealth manager
    Fidelity 86%
    $376M
  40. 9292
    Lynk Capital Management Company, LLCJacksonville, FL · 5 clientsPrivate fund adviserHybrid
    U.S. Bank 90%
    $360M

RIAs by state