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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 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
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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

4,024 firms manage $77.5 trillionmore than one custodian

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. 1969
    Larson Financial Group, LLCSaint Louis, MO · 4,961 clientsBroker-dealer firmHybridLarson Financial Securities, LLC
    Schwab 83%
    $5.5B
  2. 1973
    Vestal Point Capital, LPNew York, NY · 3 clientsPrivate fund adviser
    Goldman Sachs 43%Morgan Stanley 42%
    $5.5B
  3. 1975
    Polaris Capital Management, LLCBoston, MA · 24 clientsAsset manager
    State Street 31%BNY 26%Northern Trust 23%
    $5.5B
  4. 1978
    Sentry Management IncWichita Falls, TX · 88 clientsAsset manager
    Federal Home Loan Bank of Dallas 44%The Independent Bankerbank 36%
    $5.4B
  5. 1980
    Bluespring Wealth Management, LLCAustin, TX · 3,250 clientsWealth managerAffiliated broker-dealerKestra Investment Services, LLC
    Schwab 94%
    $5.4B
  6. 1983
    Pension Consultants IncSpringfield, MO · 88 clientsAsset manager
    Matrix Trust 52%Empower Trust Company 26%
    $5.4B
  7. 1984
    True North Advisors, LLCDallas, TX · 1,068 clientsWealth manager
    Schwab 81%
    $5.4B
  8. 1985
    Integrity Alliance, LLCUrbandale, IA · 10,885 clientsBroker-dealer firmHybridIntegrity Capital, LLC
    Schwab 56%Pershing 27%
    $5.4B
  9. 1990
    Sands Capital Alternatives, LLCArlington, VA · 34 clientsPrivate fund adviser
    BNY 66%CIBC Mellon Trust 34%
    $5.4B
  10. 1997
    Silver Rock Financial LPLos Angeles, CA · 28 clientsPrivate fund adviser
    J.P. Morgan 69%Northern Trust 31%
    $5.4B
  11. 1999
    Ashoka Whiteoak Capital PTE. LTD.Samsung Hub, Singapore · 8 clientsPrivate fund adviser
    J.P. Morgan 81%
    $5.4B
  12. 2000
    Cohen & Steers UK LimitedLondon, United Kingdom · 69 clientsAsset managerAffiliated broker-dealerCohen & Steers Securities, LLC
    J.P. Morgan 54%State Street 31%
    $5.4B
  13. 2001
    Sofinnova Investments, Inc.Menlo Park, CA · 20 clientsPrivate fund adviser
    Goldman Sachs 54%Merrill / Bank of America 29%
    $5.4B
  14. 2004
    Western Wealth Management LLCGolden, CO · 11,253 clientsWealth managerHybrid
    LPL Financial 87%
    $5.4B
  15. 2012
    Family Manage LLCNew York, NY · 761 clientsAsset manager
    Pershing 97%
    $5.3B
  16. 2013
    Mainstay Capital Management, LLCGrand Blanc, MI · 3,454 clientsWealth manager
    Schwab 99%
    $5.3B
  17. 2016
    BIP Wealth, LLCAtlanta, GA · 3,146 clientsWealth managerHybrid
    Schwab 61%Fidelity 39%
    $5.3B
  18. 2023
    Zais GroupHolmdel, NJ · 30 clientsPrivate fund adviser
    State Street 59%The Bank of NY Mellon 41%
    $5.3B
  19. 2025
    Caledonia (private) Investments PTY LimitedSydney, Australia · 42 clientsPrivate fund adviser
    UBS 44%J.P. Morgan 23%
    $5.3B
  20. 2035
    Linscomb Wealth, Inc.Houston, TX · 1,665 clientsWealth managerBank-affiliatedAffiliated broker-dealer
    Schwab 64%Fidelity 36%
    $5.2B
  21. 2039
    GentrustMiami, FL · 277 clientsWealth managerPublic-company ownedHybrid
    Fidelity 66%J.P. Morgan 34%
    $5.2B
  22. 2040
    Davidson Investment Advisors, Inc.Great Falls, MT · 4,407 clientsWealth managerWrap sponsorHybridD.A. Davidson & Co.
    D.A. Davidson & 64%
    $5.2B
  23. 2042
    KrilogySt. Louis, MO · 3,204 clientsWealth managerHybrid
    Schwab 86%
    $5.2B
  24. 2044
    Baker Tilly Wealth Management, LLCMadison, WI · 753 clientsAsset managerHybridBaker Tilly Capital, LLC
    Schwab 28%UMB Bank 23%
    $5.2B
  25. 2047
    Leading Edge Investment Advisors,llcSan Francisco, CA · 12 clientsAsset manager
    State Street 71%
    $5.2B
  26. 2048
    Legacy Advisors, LLCPlymouth Meeting, PA · 317 clientsWealth managerHybrid
    Pershing 83%
    $5.2B
  27. 2054
    Radcliffe Capital Management, L.P.Bala Cynwyd, PA · 24 clientsPrivate fund adviser
    State Street 38%TD Prime Services 32%BNY 31%
    $5.1B
  28. 2055
    Tectonic Advisors LLCFrisco, TX · 2,377 clientsWealth managerBank-affiliatedAffiliated broker-dealerSanders Morris LLC
    Schwab 56%Tbank 44%
    $5.1B
  29. 2065
    White Oak Global Advisors, LLCSan Francisco, CA · 55 clientsPrivate fund adviserHybridWhite Oak Merchant Partners LLC
    Northern Trust 52%BNY 48%
    $5.1B
  30. 2069
    Eversource Wealth Advisors, LLCBirmingham, AL · 4,338 clientsWealth manager
    Schwab 65%Fidelity 35%
    $5.1B
  31. 2072
    Stonex Advisors Inc.Birmingham, AL · 9,843 clientsWealth managerPublic-company ownedHybridStonex Financial Inc., Stonex International Securities Inc., clears through Pershing, BofA Securities
    Stonex Financial 86%
    $5.1B
  32. 2073
    Indus Capital Partners, LLCNew York, NY · 17 clientsPrivate fund adviser
    J.P. Morgan 35%Morgan Stanley 34%
    $5.1B
  33. 2074
    New England Private Wealth Advisors, LLCWellesley, MA · 434 clientsWealth manager
    Fidelity 53%Schwab 47%
    $5.1B
  34. 2075
    Pennington Partners & Co., LLCBethesda, MD · 112 clientsWealth manager
    Fidelity 60%Schwab 40%
    $5.1B
  35. 2076
    BakeravenueSan Francisco, CA · 1,024 clientsWealth manager
    Fidelity 74%Schwab 26%
    $5.1B
  36. 2078
    The Pacific Financial Group, Inc.Nashville, TN · 16,832 clientsWealth managerHybrid
    Fidelity Distributors Company 53%Schwab 28%
    $5.1B
  37. 2079
    TT InternationalLondon, United Kingdom · 26 clientsPrivate fund adviserAffiliated broker-dealerSmbc Nikko Capital Markets LTD
    Northern Trust 39%HSBC Securities Services 31%BNY 30%
    $5.1B
  38. 2080
    Metropolis Capital LimitedAmersham, Buckinghamshire, United Kingdom · 11 clientsPrivate fund adviser
    State Street 54%Northern Trust 24%
    $5.1B
  39. 2082
    Oberweis Asset Management IncLisle, IL · 108 clientsAsset managerHybridOberweis Securities, Inc.
    Northern Trust 50%BNY 50%
    $5.1B
  40. 2090
    Daymark Wealth Partners, LLCCincinnati, OH · 2,107 clientsWealth manager
    Fidelity 57%Schwab 43%
    $5.0B

RIAs by state