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Est. 2026The front page of wealth managementNew York

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4K 55ip Expands Unified Managed Accounts with BlackRockRB 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 Expansion
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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. 4636
    Beacon Financial GroupDallas, TX · 1,052 clientsWealth managerHybridGrove Point Advisors, LLC, Grove Point Investments, LLC
    Schwab 89%
    $1.3B
  2. 4637
    Mount Lucas Management LPNewtown, PA · 10 clientsAsset managerHybrid
    Northern Trust 66%BNY 34%
    $1.3B
  3. 4638
    Madison PartnersMadison, WI · 2,077 clientsWealth manager
    Fidelity 89%
    $1.3B
  4. 4639
    Prudent Investor Advisors, LLCFolsom, CA · 230 clientsAsset manager
    Lincoln Financial Distributors 35%Tiaa-Cref Individual & Institutional Services 27%Ameritas Investment Company 26%
    $1.3B
  5. 4642
    Snowwater Investment Partners, LLC55 clientsWealth managerHybrid
    J.P. Morgan 38%Citi 28%
    $1.3B
  6. 4654
    Pinnacle Investments, LLCEast Syracuse, NY · 3,143 clientsBroker-dealer firmHybrid
    Wells Fargo 77%Schwab 23%
    $1.3B
  7. 4655
    SIO Capital Management, LLCNew York, NY · 6 clientsPrivate fund adviser
    Morgan Stanley 90%
    $1.3B
  8. 4662
    Zentific Investment Management LimitedHong Kong, Hong Kong · 6 clientsAsset manager
    J.P. Morgan 35%UBS 22%
    $1.3B
  9. 4665
    Academy Asset ManagementNew York, NY · 10 clientsAsset managerHybridAcademy Securities, Inc., clears through Pershing
    BNY 68%U.S. Bank 32%
    $1.3B
  10. 4669
    Nishkama Capital LLC11 clientsPrivate fund adviser
    Morgan Stanley 77%Merrill / Bank of America 23%
    $1.3B
  11. 4678
    Symphony Financial Partners (singapore) PTE. LTD.Singapore, Singapore · 6 clientsPrivate fund adviser
    J.P. Morgan 55%BNY 26%
    $1.3B
  12. 4679
    Bigsur Partners, LLCMiami, FL · 80 clientsWealth manager
    J.P. Morgan 66%Schwab 34%
    $1.3B
  13. 4680
    Private Capital Advisors, Inc.Darien, CT · 270 clientsWealth manager
    Pershing 97%
    $1.3B
  14. 4681
    Connors Investor Services IncWyomissing, PA · 662 clientsWealth manager
    Schwab 71%Morgan Stanley 29%
    $1.3B
  15. 4683
    Newport Capital Group, LLCRed Bank, NJ · 252 clientsAsset managerHybridNCG Securities LLC
    Northern Trust 66%Schwab 34%
    $1.3B
  16. 4690
    Rdst Capital LLCSeattle, WA · 3 clientsPrivate fund adviser
    BNY 100%
    $1.3B
  17. 4691
    Capital Advantage, Inc.Walnut Creek, CA · 667 clientsWealth manager
    Schwab 86%
    $1.3B
  18. 4692
    North Pier Fiduciary Management, LLCMarina Del Rey, CA · 39 clientsAsset manager
    Fidelity 48%Principal Custody Solutions 30%
    $1.3B
  19. 4693
    Pettinga Financial Advisors, LLCEvansville, IN · 712 clientsWealth managerAffiliated broker-dealer
    Schwab 87%
    $1.3B
  20. 4694
    Paul Winkler, Inc.Goodlettsville, TN · 2,459 clientsWealth manager
    Schwab 59%Axos 41%
    $1.3B
  21. 4695
    Commonwealth Investment ManagementPittsburgh, PA · 63 clientsAsset manager
    PNC Bank 71%BNY 29%
    $1.3B
  22. 4696
    Promethos Capital, LLCBoston, MA · 26 clientsAsset manager
    State Street 86%
    $1.3B
  23. 4697
    Northstar Fiduciary Partners, LLC185 clientsAsset manager
    John Hancock Distributors 93%
    $1.3B
  24. 4698
    KEB Wealth AdvisorsSpringfield, IL · 696 clientsWealth manager
    Schwab 70%Fidelity 30%
    $1.3B
  25. 4702
    L2 Asset Management, LLC86 clientsAsset manager
    Schwab 90%
    $1.3B
  26. 4704
    Arca Wealth, LLCPortsmouth, NH · 1,121 clientsWealth manager
    Schwab 55%Fidelity 45%
    $1.3B
  27. 4713
    Lexaurum AdvisorsOverland Park, KS · 2,230 clientsWealth managerHybrid
    Schwab 92%
    $1.3B
  28. 4719
    Metzler-Payden, LLCLos Angeles, CAAsset managerHybridPayden & Rygel Distributors
    Dekabank Deutsche Girozentrale 39%State Street 38%HSBC Trinkaus & Burkhardt Gmbh 22%
    $1.3B
  29. 4724
    Canal Road Capital, LLCMiami, FL · 1 clientsPrivate fund adviser
    Bank of Montreal 83%
    $1.3B
  30. 4727
    Legato Capital Management, LLCSan Francisco, CA · 8 clientsAsset manager
    State Street 60%J.P. Morgan 40%
    $1.3B
  31. 4729
    Montis Financial, LLCWaltham, MA · 580 clientsWealth manager
    Schwab 59%Fidelity 41%
    $1.3B
  32. 4731
    Hohimer Wealth Management, LLCSeattle, WA · 579 clientsWealth managerWrap sponsor
    Wells Fargo 78%
    $1.3B
  33. 4736
    Webs Creek Capital Management LPDallas, TX · 7 clientsPrivate fund adviser
    Morgan Stanley 70%
    $1.3B
  34. 4738
    Xypn SapphireBozeman, MT · 796 clientsWealth manager
    Schwab 100%
    $1.3B
  35. 4746
    Arbiter PartnersNew York, NY · 20 clientsPrivate fund adviser
    State Street 54%U.S. Bank 28%
    $1.3B
  36. 4751
    Vergent Asset ManagementLondon, United Kingdom · 2 clientsAsset managerHybrid
    HSBC Saudi Arabia 41%Citi 39%
    $1.2B
  37. 4753
    NEO Ivy Capital Management, LLCNew York, NY · 3 clientsAsset manager
    J.P. Morgan 66%UBS 34%
    $1.2B
  38. 4755
    Gilman Hill Asset Management, LLCNew Canaan, CT · 299 clientsWealth manager
    Fidelity 46%State Street 28%Schwab 25%
    $1.2B
  39. 4759
    Prometheus Wealth Management SAMMonaco, Monaco · 149 clientsWealth manager
    UBS 39%Edmond De Rothschild 33%Julius Baer 28%
    $1.2B
  40. 4764
    Lear Investment ManagementDallas, TX · 294 clientsAsset manager
    Schwab 71%Fidelity 29%
    $1.2B

RIAs by state