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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

627 firms manage $19.3 trillionMassachusetts

Open in the Atlas screener

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  1. 15940
    Seaport Global Advisors, LLCBoston, MA · 1 clientsAsset manager
    No custodian reported
    $46M
  2. 15959
    Savvi Financial LLCWaltham, MA · 136 clientsWealth managerPublic-company ownedHybrid
    Schwab 100%
    $45M
  3. 16041
    Disciplined Alpha LLCBoston, MA · 4 clientsAsset manager
    Schwab 100%
    $37M
  4. 16174
    MAP Funds Management, LLCMarblehead, MA · 1 clientsPrivate fund adviser
    No custodian reported
    $26M
  5. 16410
    StackwellBoston, MA · 3,924 clientsWealth manager
    Apex Fintech 100%
    $2M
  6. 16467
    Adaptive Advisers, LLCBoston, MA · 2 clientsWealth manager
    No custodian reported
    $450K
  7. 16470
    Xdus Fund AdvisorEast Longmeadow, MA · 1 clientsAsset manager
    No custodian reported
    $415K
  8. 16505
    Borabond, LLCFramingham, MA · 207 clientsWealth manager
    Standard Bank 100%
    $83K
  9. 16525
    TE Advisors LLCQuincy, MA · 13 clientsWealth managerHybridTapp Engine Securities, LLC
    No custodian reported
    $11K
  10. 16580
    IFR, Municipal Market DataBoston, MA · 462 clientsAsset managerAffiliated broker-dealerTradeweb LLC
    No custodian reported
    $0
  11. 16597
    Harvest Capital Partners LLCBoston, MAAsset manager
    No custodian reported
    $0
  12. 16630
    Gosselin Consulting Group LLCBraintree, MA · 14 clientsAsset manager
    No custodian reported
    $0
  13. 16639
    Spring Lake Equity Management LLCBurlington, MA · 4 clientsAsset manager
    No custodian reported
    $0
  14. 16644
    Dividex Management LLCWestwood, MAAsset manager
    No custodian reported
    $0
  15. 16711
    DatalignCambridge, MAAsset manager
    No custodian reported
    $0
  16. 16765
    Willow Partner Advisors, LLCPrides Crossing, MA · 977 clientsAsset manager
    No custodian reported
    $0
  17. 16821
    EggzCharlemont, MAAsset manager
    No custodian reported
    $0
  18. 16854
    Eshel BOTBurlington, MAAsset manager
    No custodian reported
    $0
  19. 16874
    Harbourvest Registered Advisers IIBoston, MAAsset managerHybrid
    No custodian reported
    $0
  20. 16892
    Clearview Family Wealth, LLCPeabody, MAAsset manager
    No custodian reported
    $0
  21. 16910
    Callodine BDC Advisor, LLCBoston, MA · 1 clientsAsset managerHybridManning & Napier Investor Services, Inc.
    No custodian reported
    $0
  22. 16928
    Bartholomew & Company Wealth Management, LLCWorcester, MAAsset managerHybrid
    No custodian reported
    $0
  23. 16949
    Hirst Financial Independence Planning, Inc.Fall River, MAAsset manager
    No custodian reported
    $0
  24. 16987
    Wright FinancialRockland, MAAsset manager
    No custodian reported
    $0
  25. 17057
    Brookstone Wealth Management, Inc.Oxford, MAAsset managerHybrid
    No custodian reported
    $0
  26. 17063
    MAN Advisers LLCBoston, MAAsset managerAffiliated broker-dealerMAN Investments Inc.
    No custodian reported
    $0
  27. 17082
    Constitution Capital Horizon Advisor, LPAndover, MAAsset managerHybrid
    No custodian reported
    $0

RIAs by state