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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 2026FP 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 PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says
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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.

Filters

17,210 firms manage $177.9 trillion

Open in the Atlas screener

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  1. 801
    Exchange Traded Concepts, LLCOklahoma City, OK · 130 clientsAsset managerHybrid
    No custodian reported
    $23B
  2. 802
    OA Private CapitalGrand Rapids, MI · 94 clientsPrivate fund adviser
    No custodian reported
    $23B
  3. 803
    Cbre Investment ManagementNew York, NY · 31 clientsPrivate fund adviserHybridCbre Capital Advisors, Inc.
    No custodian reported
    $23B
  4. 804
    Prudential Select Strategies LLCNewark, NJ · 34 clientsAsset managerAffiliated broker-dealerPruco Securities, LLC
    No custodian reported
    $23B
  5. 805
    Thrivent Private InvestmentsMinneapolis, MN · 47 clientsPrivate fund adviserHybridThrivent Distributors, LLC, Thrivent Investment Management Inc.
    No custodian reported
    $23B
  6. 806
    Segall Bryant & HamillChicago, IL · 5,743 clientsAsset managerHybrid
    Brown Brothers & Harriman & 34%J.P. Morgan 24%
    $23B
  7. 807
    Benefit Street Partners LimitedLondon, United Kingdom · 42 clientsPrivate fund adviserAffiliated broker-dealerFranklin Distributors, LLC
    State Street 43%J.P. Morgan 42%
    $23B
  8. 808
    MPC Capital Advisors, LLCRockville Centre, NY · 33 clientsAsset manager
    No custodian reported
    $23B
  9. 809
    Baring International Investment LTDLondon, United Kingdom · 47 clientsAsset managerAffiliated broker-dealerBarings Securities LLC
    Citi 100%
    $23B
  10. 810
    SeiaLOS Angeles, CA · 9,833 clientsWealth managerHybridSignature Estate Securities, LLC
    Schwab 73%Fidelity 27%
    $23B
  11. 811
    Crestline Management, L.P.Fort Worth, TX · 131 clientsPrivate fund adviser
    No custodian reported
    $23B
  12. 812
    TCVMenlo Park, CA · 34 clientsPrivate fund adviser
    No custodian reported
    $23B
  13. 813
    Onex Partners Manager LPToronto, Canada · 35 clientsPrivate fund adviser
    No custodian reported
    $22B
  14. 814
    J O Hambro Capital Management LimitedLondon, United Kingdom · 55 clientsPrivate fund adviser
    BNY 60%J.P. Morgan 40%
    $22B
  15. 815
    Prime Finance Advisor, L.P.SAN Francisco, CA · 73 clientsPrivate fund adviser
    No custodian reported
    $22B
  16. 816
    EIG Management Company, LLCWashington, DC · 66 clientsPrivate fund adviserHybridEIG Global Energy Partners Capital Markets, LLC
    State Street 53%HSBC Trinkaus & Burkhardt AG 47%
    $22B
  17. 817
    CVC Secondary Partners (u.s.), LLCNew York, NY · 31 clientsPrivate fund adviser
    No custodian reported
    $22B
  18. 818
    Dawson PartnersToronto, Canada · 16 clientsPrivate fund adviser
    No custodian reported
    $22B
  19. 819
    Waterfall Asset Management, LLCNew York, NY · 64 clientsPrivate fund adviser
    Northern Trust 45%BNY 37%
    $22B
  20. 820
    Vident Asset ManagementAlpharetta, GA · 1,492 clientsAsset managerHybrid
    Fidelity 100%
    $22B
  21. 821
    Lincoln InvestmentFort Washington, PA · 138,369 clientsBroker-dealer firmHybrid
    Pershing 100%
    $22B
  22. 822
    Davis Selected Advisers - NY, Inc.New York, NY · 37 clientsAsset managerHybridDavis Distributors, LLC
    No custodian reported
    $22B
  23. 823
    Highland Consulting Associates Inc.Cleveland, OH · 167 clientsAsset manager
    Fidelity 78%Vanguard 22%
    $22B
  24. 824
    Rialto Capital Management, LLCMiami, FL · 66 clientsPrivate fund adviser
    No custodian reported
    $22B
  25. 825
    Neos InvestmentsWestport, CT · 19 clientsAsset managerHybrid
    No custodian reported
    $22B
  26. 826
    Lone Pine Capital LLCGreenwich, CT · 17 clientsPrivate fund adviser
    No custodian reported
    $22B
  27. 827
    Stockbridge Capital Group, LLCSAN Francisco, CA · 22 clientsPrivate fund adviserHybrid
    No custodian reported
    $22B
  28. 828
    Ehrenkranz Partners L.P.New York, NY · 204 clientsWealth manager
    Pershing 93%
    $22B
  29. 829
    Edgewood Management LLCGreenwich, CT · 1,070 clientsAsset manager
    BNY 55%J.P. Morgan 45%
    $22B
  30. 830
    THL Managers VII, LLCBoston, MA · 26 clientsPrivate fund adviser
    No custodian reported
    $21B
  31. 831
    Himalaya CapitalSeattle, WA · 2 clientsPrivate fund adviser
    No custodian reported
    $21B
  32. 832
    Universa Investments L.P.Miami, FL · 45 clientsPrivate fund adviser
    No custodian reported
    $21B
  33. 833
    Pnmac Capital Management, LLCWestlake Village, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $21B
  34. 834
    Oppenheimer Asset ManagementNew York, NY · 43,537 clientsWealth managerPublic-company ownedHybridOppenheimer & Co. Inc., Oppenheimer Europe LTD
    Oppenheimer & Co. 100%
    $21B
  35. 835
    American Money Management Corporation ("ammc")Cincinnati, OH · 45 clientsAsset manager
    BNY 100%
    $21B
  36. 836
    MSD Partners, L.P.New York, NY · 77 clientsPrivate fund adviserHybridBDT & MSD Europe S.a R.L., BDT & MSD Partners Europe Gmbh
    No custodian reported
    $21B
  37. 837
    Goldman Sachs Asset Management (hong Kong) LimitedCentral, Hong Kong, China · 81 clientsAsset managerHybridFolio Investments, Inc., Goldman Sachs & Co. LLC
    BNP Paribas Trust Services Singapore Limited 37%Citi 35%State Street 28%
    $21B
  38. 838
    Core and Value Advisors, LLCSAN Francisco, CA · 14 clientsPrivate fund adviserHybrid
    No custodian reported
    $21B
  39. 839
    Thompson Siegel & Walmsley LLCRichmond, VA · 302 clientsAsset managerHybrid
    BNY 62%
    $21B
  40. 840
    Cerity Partners Ocio LLCNew York, NY · 42 clientsAsset managerHybridCP Client Solutions LLC
    BNY 65%
    $21B

RIAs by state