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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

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. 841
    Park Square Capital USA LPNew York, NY · 36 clientsPrivate fund adviser
    No custodian reported
    $21B
  2. 842
    IQ EQ Fund Management (singapore) Private LimitedSingapore, Singapore · 103 clientsPrivate fund adviser
    J.P. Morgan 60%
    $21B
  3. 843
    Charlesbank Capital Partners, LLCBoston, MA · 50 clientsPrivate fund adviser
    No custodian reported
    $21B
  4. 844
    Arrowmark Colorado Holdings, LLCDenver, CO · 138 clientsPrivate fund adviserHybrid
    Pershing 100%
    $21B
  5. 845
    Armour Capital Management LPVero Beach, FL · 1 clientsPrivate fund adviserHybridBuckler Securities LLC
    No custodian reported
    $21B
  6. 846
    Highland Associates IncBirmingham, AL · 65 clientsAsset managerHybridRF M&a Services LLC, Regions Securities LLC, clears through StoneX
    Principal 29%
    $21B
  7. 847
    Bahl & Gaynor LLCCincinnati, OH · 889 clientsAsset managerHybrid
    UBS 34%Schwab 33%
    $21B
  8. 848
    Magellan Investment PartnersSydney, NSW, Australia · 36 clientsAsset managerAffiliated broker-dealerBarrenjoey Advisory PTY Limited, Barrenjoey Asia Limited
    J.P. Morgan 67%
    $21B
  9. 849
    Ribbit CapitalPalo Alto, CA · 67 clientsPrivate fund adviser
    No custodian reported
    $21B
  10. 850
    Baker Street Advisors, LLCSAN Francisco, CA · 538 clientsWealth managerPublic-company ownedAffiliated broker-dealer
    Schwab 54%Fidelity 46%
    $21B
  11. 851
    Thrivent Investment Management Inc.Minneapolis, MN · 125,754 clientsBroker-dealer firmHybridThrivent Distributors, LLC
    No custodian reported
    $21B
  12. 852
    Ellington Management Group, L.L.C.Old Greenwich, CT · 33 clientsPrivate fund adviserHybridArmstrong Securities LLC
    BNY 100%
    $21B
  13. 853
    Madison Dearborn PartnersChicago, IL · 57 clientsPrivate fund adviserAffiliated broker-dealerAnkura Capital Advisors, LLC
    No custodian reported
    $21B
  14. 854
    Pacific Asset ManagementLondon, United Kingdom · 128 clientsPrivate fund adviser
    No custodian reported
    $21B
  15. 855
    Centiva Capital, LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $21B
  16. 856
    Orbimed Advisors LLCNew York, NY · 32 clientsPrivate fund adviser
    No custodian reported
    $21B
  17. 857
    Offit CapitalNew York, NY · 378 clientsWealth manager
    Schwab 100%
    $21B
  18. 858
    Appaloosa LPShort Hills, NJ · 2 clientsPrivate fund adviser
    No custodian reported
    $20B
  19. 859
    Fiduciary Counselors Inc.Washington, DC · 13 clientsAsset manager
    J.P. Morgan 55%Fidelity Management Trust 27%
    $20B
  20. 860
    Vontobel Asset Management, Inc.New York, NY · 34 clientsAsset managerHybridVontobel (hong Kong) Limited, Vontobel Asset Management S.A.
    State Street 42%J.P. Morgan 27%
    $20B
  21. 861
    Harvest Partners, LPNew York, NY · 45 clientsPrivate fund adviser
    State Street 100%
    $20B
  22. 862
    Bessemer Venture PartnersLarchmont, NY · 36 clientsPrivate fund adviser
    No custodian reported
    $20B
  23. 863
    Rokos Capital Management (US) LPNew York City, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $20B
  24. 864
    Harrison Street Advisors, LLCChicago, IL · 12 clientsPrivate fund adviserAffiliated broker-dealerColliers Capital Holdings Limited
    No custodian reported
    $20B
  25. 865
    Hildene Capital ManagementStamford, CT · 82 clientsPrivate fund adviser
    State Street 81%
    $20B
  26. 866
    Meketa Fiduciary Management, LLCCarlsbad, CA · 44 clientsAsset manager
    U.S. Bank 68%
    $20B
  27. 867
    Regions Investment Management, Inc.Birmingham, ALAsset managerAffiliated broker-dealerRF M&a Services LLC, Regions Securities LLC, clears through StoneX
    No custodian reported
    $20B
  28. 868
    Mutual of America Capital Management LLCNew York, NY · 2 clientsAsset managerHybridMutual of America Securities LLC
    BNY 100%
    $20B
  29. 869
    Audax Private EquityBoston, MA · 36 clientsPrivate fund adviser
    No custodian reported
    $20B
  30. 870
    Pccp, LLCLOS Angeles, CA · 52 clientsPrivate fund adviser
    No custodian reported
    $20B
  31. 871
    Western Asset Management Company LimitedLondon, United Kingdom · 35 clientsAsset managerAffiliated broker-dealerFranklin Templeton International Services S.a R.L.
    BNY 71%
    $20B
  32. 872
    Blackstone Alternative Solutions L.L.C.New York, NY · 54 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    No custodian reported
    $20B
  33. 873
    Bxmt Advisors L.L.C.New York, NY · 2 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    No custodian reported
    $20B
  34. 874
    Summit Trail Advisors, LLCNew York, NY · 742 clientsWealth managerHybridSummit Trail Securities, LLC
    Pershing 55%Schwab 25%
    $20B
  35. 875
    New Edge WealthStamford, CT · 3,692 clientsWealth managerWrap sponsorHybridMID Atlantic Clearing & Settlement Corporation, Newedge Securities, LLC
    Fidelity 85%
    $20B
  36. 876
    Kare Manager Holdings, L.P.Boca Raton, FL · 29 clientsPrivate fund adviserHybridKA Associates, LLC
    No custodian reported
    $20B
  37. 877
    RWA Wealth PartnersBoston, MA · 6,027 clientsWealth manager
    Fidelity 81%
    $20B
  38. 878
    O'shaughnessy Asset Management, LLCStamford, CT · 11,156 clientsWealth managerPublic-company owned
    No custodian reported
    $20B
  39. 879
    Record Currency Management IncNew York, NY · 1 clientsAsset managerAffiliated broker-dealerInte Securities LLC
    No custodian reported
    $20B
  40. 880
    Townsend Holdings LLCCleveland, OH · 67 clientsAsset managerHybrid
    Northern Trust 35%BNY 25%J.P. Morgan 22%
    $20B

RIAs by state