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Est. 2026The front page of wealth managementNew York

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4K Social Security Database Cleanup Corrects 50 Million RecordsRB 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 Priorities
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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. 9535
    Scholtz & Company, LLCStamford, CT · 206 clientsWealth manager
    U.S. Bank 62%Schwab 24%
    $341M
  2. 9686
    Charles Fish Investments, Inc.Irvine, CA · 42 clientsWealth manager
    U.S. Bank 73%Schwab 27%
    $331M
  3. 9756
    Ardent Capital Management, Inc.Cincinnati, OH · 113 clientsWealth manager
    U.S. Bank 100%
    $327M
  4. 9835
    Meros Investment Management, LPDallas, TX · 4 clientsAsset manager
    BNY 50%Northern Trust 43%
    $321M
  5. 9915
    Marquette Associates, Inc.West Chester, PA · 5 clientsAsset manager
    Wilmington Trust Investment Management 87%
    $316M
  6. 10029
    Generations Wealth, LLCCincinnati, OH · 79 clientsWealth manager
    Schwab 89%
    $308M
  7. 10041
    Silverpeak Real Estate Partners L.P.New York, NY · 21 clientsPrivate fund adviser
    U.S. Bank 100%
    $307M
  8. 10274
    Newmile Capital LLC10 clientsPrivate fund adviser
    U.S. Bank 73%SEI 27%
    $294M
  9. 10302
    Hatch Cove Capital, LLC3 clientsAsset manager
    Northern Trust 70%U.S. Bank 30%
    $292M
  10. 10385
    Perini CapitalCarlsbad, NM · 71 clientsPrivate fund adviser
    U.S. Bank 100%
    $287M
  11. 10412
    Gridiron Partners, LLCWexford, PA · 68 clientsAsset manager
    PNC Bank 49%BNY 36%
    $286M
  12. 10497
    Palm Valley Capital ManagementJacksonville Beach, FL · 1 clientsAsset manager
    U.S. Bank 100%
    $282M
  13. 10533
    Goldstein Capital Corp.23 clientsPrivate fund adviser
    U.S. Bank 59%Schwab 41%
    $280M
  14. 10646
    Reckoner Capital Management LLCNew York, NY · 9 clientsAsset managerHybridRedbird BD, LLC
    BNY 92%
    $273M
  15. 10670
    Client First Investment Management LLCWest Bend, WI · 608 clientsAsset manager
    Schwab 55%U.S. Bank 45%
    $272M
  16. 10947
    CMG Capital Management Group, Inc.Malvern, PA · 538 clientsWealth managerHybrid
    Axos 81%
    $257M
  17. 11247
    Vanderbilt Avenue Asset Management LLCNew York, NY · 10 clientsAsset manager
    U.S. Bank 80%
    $242M
  18. 11501
    ACMWayzata, MN · 14 clientsAsset manager
    U.S. Bank 100%
    $231M
  19. 11704
    Innealta Capital117 clientsAsset manager
    U.S. Bank 83%
    $222M
  20. 12227
    Chapman Investment Management, LLC62 clientsWealth manager
    Schwab 60%U.S. Bank 40%
    $200M
  21. 12777
    2e Capital Partners LPNew York, NY · 4 clientsPrivate fund adviser
    U.S. Bank 100%
    $180M
  22. 13029
    Triangle Investment Management, LLCNew York, NY · 3 clientsPrivate fund adviser
    U.S. Bank 100%
    $172M
  23. 13325
    Eagle Harbor Asset Management, Inc.203 clientsWealth manager
    Schwab 89%
    $161M
  24. 13566
    R.H. Dinel Investment Counsel,inc.Los Angeles, CA · 25 clientsWealth manager
    U.S. Bank 100%
    $154M
  25. 13725
    Peerless WealthColumbus, OH · 220 clientsWealth managerHybrid
    Schwab 82%
    $149M
  26. 13831
    Somerset Group LLCWayzata, MN · 58 clientsWealth manager
    U.S. Bank 64%Schwab 36%
    $146M
  27. 14037
    Braeside Investments, LLCDallas, TX · 3 clientsPrivate fund adviser
    U.S. Bank 100%
    $139M
  28. 14285
    Ramsey Hill Asset Management LLC88 clientsWealth manager
    Schwab 88%
    $132M
  29. 14486
    IORClayton, MOAsset manager
    U.S. Bank 100%
    $127M
  30. 14643
    United Value Capital, LLC8 clientsWealth manager
    Interactive Brokers 57%U.S. Bank 43%
    $122M
  31. 14940
    Pope Asset Management, LLCMemphis, TN · 59 clientsWealth manager
    U.S. Bank 100%
    $115M
  32. 15261
    Changing Parameters, LLCLos Altos, CA · 115 clientsWealth manager
    U.S. Bank 100%
    $105M
  33. 15486
    Saxon Securities LLCSan Francisco, CA · 25 clientsAsset manager
    MID Atlantic Trust 85%
    $95M
  34. 15687
    Lyons Investment ManagementWinter Park, FL · 35 clientsWealth manager
    U.S. Bank 100%
    $73M
  35. 15790
    RCM Robinson Capital Management LLCSacramento, CA · 9 clientsAsset managerHybrid
    U.S. Bank 100%
    $62M
  36. 16122
    AJO Vista, AN Emerald CompanyLeola, PAAsset manager
    U.S. Bank 60%M&t Bank 40%
    $29M
  37. 16330
    Stonecastle Asset Management, LLCNew York, NY · 1 clientsAsset managerHybridStonecastle Securities, LLC
    U.S. Bank 100%
    $8M
  38. 16388
    Significance Capital Management LLCMilwaukee, WI · 1 clientsWealth manager
    U.S. Bank 100%
    $4M

RIAs by state