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Est. 2026The front page of wealth managementNew York

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4K Social Security Database Cleanup Corrects 50 Million RecordsRB 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 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.

Filters

17,210 firms manage $177.9 trillion

Open in the Atlas screener

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  1. 881
    Royalty Pharma Sub-Manager, LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $20B
  2. 882
    Ares Capital Management II LLCLos Angeles, CA · 28 clientsAsset managerHybridAres Management Capital Markets LLC, Aspida Financial Distributors, LLC
    Caceis 100%
    $20B
  3. 883
    Park Avenue Securities LLCNew York, NY · 82,118 clientsBroker-dealer firmHybrid
    No custodian reported
    $20B
  4. 884
    Trinitas Capital ManagementDallas, TX · 45 clientsPrivate fund adviser
    No custodian reported
    $20B
  5. 885
    Egerton Capital (US), LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $20B
  6. 886
    Ellington Financial Management LLCOld Greenwich, CT · 1 clientsPrivate fund adviserHybridArmstrong Securities LLC
    No custodian reported
    $19B
  7. 887
    Pentwater Capital Management LPNaples, FL · 23 clientsPrivate fund adviser
    UBS 51%Citi 29%
    $19B
  8. 888
    Berkshire Property Advisors, LLCBoston, MA · 8 clientsPrivate fund adviser
    No custodian reported
    $19B
  9. 889
    Amova Asset Management UK LimitedLondon, United Kingdom · 17 clientsAsset managerAffiliated broker-dealerAmova Securities Co., LTD.
    $19B
  10. 890
    PDT Partners, LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $19B
  11. 891
    Choreo, LLCRockford, IL · 6,891 clientsWealth managerHybrid
    Schwab 86%
    $19B
  12. 892
    Veritas Asset Management LLPLondon, United Kingdom · 40 clientsAsset managerAffiliated broker-dealerAMG Distributors, Inc.
    No custodian reported
    $19B
  13. 893
    Egerton Capital (UK) LLPLondon, United Kingdom · 5 clientsPrivate fund adviser
    No custodian reported
    $19B
  14. 894
    Burgundy Asset Management LTD.Toronto, Ontario, Canada · 3,334 clientsWealth managerBank-affiliatedAffiliated broker-dealerBMO Capital Markets Corp.
    RBC 77%Northern Trust 23%
    $19B
  15. 895
    Allianz Investment Management LLCMinneapolis, MN · 74 clientsAsset managerHybridAllianz Life Financial Services, LLC
    No custodian reported
    $19B
  16. 896
    Deerfield Management CompanyNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $19B
  17. 897
    KPS Capital Partners, LPNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $19B
  18. 898
    Great Hill PartnersBoston, MA · 50 clientsPrivate fund adviser
    No custodian reported
    $19B
  19. 899
    Knighthead Capital Management, LLCNew York, NY · 50 clientsPrivate fund adviser
    Northern Trust 60%State Street 40%
    $19B
  20. 900
    Benjamin F. Edwards & Company, IncorporatedSt. Louis, MO · 33,057 clientsBroker-dealer firmHybridBenjamin F. Edwards & Company, Incorporated
    Pershing 100%
    $19B
  21. 901
    Alpine InvestorsSan Francisco, CA · 16 clientsPrivate fund adviser
    No custodian reported
    $19B
  22. 902
    American Securities LLCNew York, NY · 23 clientsPrivate fund adviser
    No custodian reported
    $19B
  23. 903
    Brighton Jones LLCSeattle, WA · 3,661 clientsWealth manager
    Fidelity 100%
    $19B
  24. 904
    Fidelity Diversifying Solutions LLCBoston, MA · 35 clientsAsset managerAffiliated broker-dealerDigital Brokerage Services LLC, Fidelity Brokerage Services LLC, clears through National Financial Services (Fidelity)
    BNY 51%State Street 38%
    $19B
  25. 905
    Capricorn Investment Group LLCNew York, NY · 34 clientsPrivate fund adviser
    Goldman Sachs 57%J.P. Morgan 43%
    $19B
  26. 906
    Letko, Brosseau & Associates Inc.Montreal, Quebec, Canada · 2,186 clientsAsset manager
    RBC 73%CIBC Mellon 27%
    $19B
  27. 907
    Transamerica Retirement Advisors, LLCCedar Rapids, IA · 212,722 clientsWealth managerPublic-company ownedHybridTransamerica Capital, LLC, Transamerica Financial Advisors, LLC
    State Street 48%American Trust Custody 26%Pershing 26%
    $19B
  28. 908
    Boyd Watterson Asset Management, LLCCleveland, OH · 1,102 clientsPrivate fund adviserHybridBrean Capital, LLC, S2k Financial LLC
    PNC Bank 100%
    $19B
  29. 909
    Blackstone Liquid Credit Strategies LLCNew York, NY · 43 clientsAsset managerHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.
    BNY 100%
    $19B
  30. 910
    Altimeter Capital Management, LPMenlo Park, CA · 36 clientsPrivate fund adviser
    Citi 61%Morgan Stanley 39%
    $19B
  31. 911
    Stratos Wealth Partners, LTDBeachwood, OH · 25,391 clientsWealth managerBank-affiliatedHybridSEI Investments (south Africa) Limited, SEI Investments Distribution Co.
    LPL Financial 76%Fidelity 24%
    $19B
  32. 912
    Pgim Luxembourg S.A.Luxembourg, Luxembourg · 33 clientsPrivate fund adviserAffiliated broker-dealerPgim (hong Kong) LTD., Prudential Investment Management Services LLC
    No custodian reported
    $19B
  33. 913
    Monroe Capital Management Advisors LLCChicago, IL · 90 clientsPrivate fund adviser
    No custodian reported
    $19B
  34. 914
    Royalty Pharma Manager, LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $19B
  35. 915
    1823 Partners (US) LLCMiami, FL · 5 clientsAsset manager
    U.S. Bank 48%Citi 37%
    $19B
  36. 916
    Comprehensive Financial Management LLCLos Gatos, CA · 30 clientsWealth manager
    Northern Trust 100%
    $19B
  37. 917
    Kotak Alternate Asset Managers LimitedMumbai, India · 1,845 clientsAsset managerAffiliated broker-dealerKotak Mahindra (international) Limited, Kotak Mahindra Capital Company LTD.
    No custodian reported
    $19B
  38. 918
    Fundsmith, LLPLondon, United Kingdom · 5 clientsPrivate fund adviser
    No custodian reported
    $19B
  39. 919
    AB Carval Investors, LPMinneapolis, MN · 69 clientsPrivate fund adviserAffiliated broker-dealerAlliancebernstein Investments, Inc., Bernstein Autonomous Research LLP
    J.P. Morgan 51%Northern Trust 49%
    $18B
  40. 920
    Rock Creek Group LLCWashington, DC · 41 clientsAsset manager
    Northern Trust 100%
    $18B

RIAs by state