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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. 2213
    Summit Partners Public Asset Management, LLCBoston, MA · 13 clientsPrivate fund adviser
    Merrill / Bank of America 52%Morgan Stanley 48%
    $4.6B
  2. 2215
    Ancora Advisors LLCMayfield Heights, OH · 307 clientsAsset managerHybridInverness Securities, LLC
    Fifth Third Bank 60%Fidelity 26%
    $4.6B
  3. 2216
    Templeton Investment Counsel, LLCFt. Lauderdale, FL · 507 clientsAsset managerHybridClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    BNY 63%J.P. Morgan 25%
    $4.6B
  4. 2220
    Stable Asset Management LPNew York, NY · 15 clientsAsset manager
    State Street 76%
    $4.6B
  5. 2221
    BTC Capital ManagementDes Moines, IA · 80 clientsAsset manager
    Bankers Trust 93%
    $4.6B
  6. 2223
    Globeflex Capital LPSan Diego, CA · 23 clientsAsset manager
    Northern Trust 67%
    $4.6B
  7. 2224
    Castleark Management LLCChicago, IL · 66 clientsAsset manager
    BNY 41%Northern Trust 34%
    $4.6B
  8. 2226
    Twin Focus Capital Partners, LLCBoston, MA · 83 clientsWealth manager
    Schwab 53%Fidelity 37%
    $4.6B
  9. 2227
    Boston Trust Walden Inc.Boston, MA · 15 clientsAsset manager
    Northern Trust 37%State Street 30%
    $4.6B
  10. 2235
    Corvex Management LPNew York, NY · 10 clientsPrivate fund adviser
    Goldman Sachs 68%Merrill / Bank of America 32%
    $4.6B
  11. 2238
    Zevenbergen Capital Investments LLCEdmonds, WA · 334 clientsAsset managerHybridVP Distributors, LLC
    Schwab 23%J.P. Morgan 22%
    $4.6B
  12. 2241
    Dwight Investment Management LLCSunny Isles Beach, FL · 11 clientsPrivate fund adviser
    Computershare Trust Company 72%U.S. Bank 28%
    $4.6B
  13. 2242
    Brown Capital Management, LLCBaltimore, MD · 33 clientsAsset managerHybrid
    Northern Trust 43%BNY 28%
    $4.5B
  14. 2244
    Franklin Street Advisors Inc.Chapel Hill, NC · 413 clientsWealth managerBank-affiliatedAffiliated broker-dealerComerica Securities,inc., Fifth Third Securities, Inc.
    SEI 56%Fidelity 44%
    $4.5B
  15. 2251
    Spire Wealth Management, LLCMcLean, VA · 6,379 clientsWealth managerHybridSpire Securities, LLC, clears through National Financial Services (Fidelity), Pershing
    Fidelity 79%
    $4.5B
  16. 2257
    Capitolis Advisors LLCNew York, NYAsset managerHybridCapitolis Global Broker Dealer LLC, Capitolis Liquid Global Markets LLC
    Deutsche Bank 59%BNY 41%
    $4.5B
  17. 2259
    Performa Limited (US), LLCCharleston, SC · 47 clientsAsset manager
    Comerica Bank 38%State Street 31%
    $4.5B
  18. 2266
    Paradigm Biocapital Advisors LPNew York, NY · 4 clientsPrivate fund adviser
    Morgan Stanley 52%J.P. Morgan 27%
    $4.5B
  19. 2283
    Alaska Permanent Capital Management, LLCAnchorage, AK · 90 clientsAsset manager
    Northern Trust 35%Principal Financial Group 33%
    $4.4B
  20. 2288
    Sand Hill Global Advisors, LLCPalo Alto, CA · 572 clientsWealth manager
    Fidelity 60%Schwab 40%
    $4.4B
  21. 2290
    Prosperity Capital AdvisorsWestlake, OH · 7,548 clientsWealth managerHybrid
    Schwab 59%
    $4.4B
  22. 2293
    RedwheelMiami, FL · 11 clientsAsset managerHybrid
    J.P. Morgan 59%State Street 41%
    $4.4B
  23. 2296
    Advisory Alpha, LLCHolland, MI · 13,831 clientsWealth managerHybrid
    Schwab 86%
    $4.4B
  24. 2306
    Northcrest Asset ManagementPlymouth, MNAsset managerHybridWealth Enhancement Brokerage Services, LLC, clears through National Financial Services (Fidelity)
    Schwab 57%Fidelity 43%
    $4.3B
  25. 2308
    PCA Investment Advisory Services, Inc.Cincinnati, OH · 1,175 clientsAsset manager
    Fidelity 51%Schwab 37%
    $4.3B
  26. 2312
    360 One Asset Management LimitedMumbai,maharashtra, India · 4,773 clientsAsset managerAffiliated broker-dealer360 One Capital (canada) Limited, 360 One Capital Market Private Limited
    J.P. Morgan 25%Orbis Financial Corporation Limited 23%
    $4.3B
  27. 2314
    New Century Advisors, LLCChevy Chase, MD · 42 clientsAsset manager
    State Street 41%BNY 38%
    $4.3B
  28. 2315
    Trillium Asset ManagementBoston, MA · 2,043 clientsWealth manager
    Schwab 81%
    $4.3B
  29. 2318
    Nicolet Wealth ManagementGreen Bay, WI · 3,849 clientsWealth managerBank-affiliatedHybrid
    Schwab 67%Fifth Third Bank 33%
    $4.3B
  30. 2322
    Vibrant Capital Partners, Inc.New York, NY · 28 clientsPrivate fund adviser
    J.P. Morgan 82%
    $4.3B
  31. 2326
    Simplicity WealthSummit, NJ · 8,494 clientsAsset managerHybridCorecap Investments, LLC, Retireone Investment Services, LLC
    Schwab 70%
    $4.3B
  32. 2328
    Marsico Capital Management, LLCDenver, CO · 29 clientsAsset managerHybrid
    J.P. Morgan 75%
    $4.3B
  33. 2334
    Channing Capital Management, LLCChicago, IL · 78 clientsAsset manager
    Northern Trust 38%BNY 32%J.P. Morgan 30%
    $4.2B
  34. 2337
    Reynders, McVeigh Capital Management, LLCBoston, MA · 749 clientsWealth manager
    Fidelity 75%Fifth Third Bank 25%
    $4.2B
  35. 2339
    Willis Investment Counsel IncGainesville, GA · 241 clientsAsset manager
    Pershing 72%Ascensus Broker Dealer Services 28%
    $4.2B
  36. 2341
    B. Riley Wealth Advisors, Inc.Memphis, TN · 10,573 clientsWealth managerPublic-company ownedHybridB. Riley Securities, Inc., B. Riley Wealth Management, Inc., clears through National Financial Services (Fidelity)
    Fidelity 60%Wells Fargo 40%
    $4.2B
  37. 2342
    Scharf Investments, LLCLos Gatos, CA · 1,395 clientsAsset managerAffiliated broker-dealerIM Global US Distributors LLC
    Schwab 40%U.S. Bank 34%
    $4.2B
  38. 2343
    Systematic Financial Management LPTeaneck, NJ · 177 clientsAsset managerAffiliated broker-dealer
    State Street 38%BNY 35%Northern Trust 27%
    $4.2B
  39. 2344
    Halbert HargroveLong Beach, CA · 1,518 clientsWealth manager
    Fidelity 87%
    $4.2B
  40. 2348
    Southeast Asset Advisors, LLCThomasville, GA · 334 clientsWealth manager
    Schwab 69%
    $4.2B

RIAs by state