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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

684 firms manage $7.8 trillionIllinois

Open in the Atlas screener

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  1. 16968
    CMK Partners, LLCChicago, ILAsset managerAffiliated broker-dealerStoneliving Securities, LLC
    No custodian reported
    $0
  2. 17076
    POP Venture Advisers LLCChicago, IL · 1 clientsAsset manager
    No custodian reported
    $0
  3. 17092
    Strategic Capital Investment Advisors IncLombard, IL · 146 clientsAsset manager
    No custodian reported
    $0
  4. 17201
    Mesirow Institutional Investment Management, Inc.Chicago, ILAsset managerAffiliated broker-dealerMesirow Financial, Inc., clears through National Financial Services (Fidelity), Pershing
    No custodian reported
    $0

RIAs by state