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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

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. 921
    Saba Capital Management, L.P.New York, NY · 41 clientsPrivate fund adviserHybrid
    TD Prime Services 40%Morgan Stanley 36%
    $18B
  2. 922
    Spectrum Asset Management, Inc.Stamford, CT · 74 clientsAsset managerHybridPrincipal Funds Distributor, Inc., Principal Securities, Inc., clears through National Financial Services (Fidelity)
    Merrill / Bank of America 47%Morgan Stanley 33%
    $18B
  3. 923
    GreenoaksSan Francisco, CA · 59 clientsPrivate fund adviser
    No custodian reported
    $18B
  4. 924
    Acore Capital, LPNew York, NY · 29 clientsAsset manager
    No custodian reported
    $18B
  5. 925
    Siguler Guff Advisers LLCNew York, NY · 146 clientsPrivate fund adviserHybridSiguler Guff Global Markets, LLC
    Citi 100%
    $18B
  6. 926
    AMG Funds LLCStamford, CT · 5 clientsAsset managerHybridAMG Distributors, Inc.
    No custodian reported
    $18B
  7. 927
    RCP Advisors 2, LLCDallas, TX · 109 clientsPrivate fund adviser
    No custodian reported
    $18B
  8. 928
    Arlington Capital PartnersBethesda, MD · 5 clientsPrivate fund adviser
    No custodian reported
    $18B
  9. 929
    Deep Blue Investment AdvisorsTampa, FL · 33 clientsPrivate fund adviser
    BNY 86%
    $18B
  10. 930
    Atlas Holdings LLCGreenwich, CT · 17 clientsPrivate fund adviser
    No custodian reported
    $18B
  11. 931
    Reverence Capital PartnersNew York, NY · 53 clientsPrivate fund adviserHybridMPA BD Services LLC
    No custodian reported
    $18B
  12. 932
    Townsquare Capital, LLCLehi, UT · 96 clientsAsset managerHybridBrinker Capital Securities, LLC, clears through National Financial Services (Fidelity)
    Schwab 88%
    $18B
  13. 933
    Mackenzie InvestmentsBoston, MA · 53 clientsPrivate fund adviserHybridIG Wealth Management Inc., Mackenzie Financial Corporation
    CIBC Mellon 38%State Street 29%Master Trust Company of Japan 29%
    $18B
  14. 934
    Aspiriant, LLCLos Angeles, CA · 2,357 clientsWealth manager
    Schwab 100%
    $18B
  15. 935
    StephensLittle Rock, AR · 21,991 clientsBroker-dealer firmHybridStephens Europe Limited
    Pershing 100%
    $18B
  16. 936
    Blackrock Alternatives Management, LLCNew York, NY · 30 clientsPrivate fund adviserHybridBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    No custodian reported
    $18B
  17. 937
    Boothbay Fund ManagementNew York, NY · 11 clientsPrivate fund adviserHybrid
    No custodian reported
    $18B
  18. 938
    Mercury Advisory, LLCSan Francisco, CA · 10,487 clientsAsset managerHybridMercury Investment Services LLC
    Apex Fintech 100%
    $18B
  19. 939
    Stepstone Private WealthCharlotte, NC · 14 clientsAsset managerHybrid
    No custodian reported
    $18B
  20. 940
    Blackstone Private Investments Advisors L.L.C.New York, NY · 4 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    No custodian reported
    $18B
  21. 941
    Cevian Capital II GP LimitedSt. Helier, Jersey · 7 clientsPrivate fund adviser
    No custodian reported
    $18B
  22. 942
    Wilmington Trust Investment Advisors, Inc.Wilmington, DE · 155 clientsAsset managerAffiliated broker-dealerM&t Securities, Inc., Manufacturers and Traders Trust Company
    No custodian reported
    $18B
  23. 943
    Omers Infrastructure and Omers Infrastructure USNew York, NY · 12 clientsAsset manager
    No custodian reported
    $18B
  24. 944
    WE Family OfficesCoral Gables, FL · 112 clientsWealth manager
    No custodian reported
    $18B
  25. 945
    Wellington Management Japan PTE LTDTokyo, Japan · 49 clientsBroker-dealer firmAffiliated broker-dealerWellington Funds Distributors Inc.
    Brown Brothers Harriman 73%
    $18B
  26. 946
    F/m Investments LLCWashington, DC · 5,780 clientsAsset managerHybrid
    U.S. Bancorp Investments 100%
    $18B
  27. 947
    Amplify EtfsLisle, IL · 42 clientsAsset managerHybrid
    No custodian reported
    $18B
  28. 948
    Invesco Loan Manager, LLCNew York, NY · 44 clientsPrivate fund adviserHybridInvesco Capital Markets, Inc., Invesco Distributors, Inc.
    No custodian reported
    $18B
  29. 949
    Modera Wealth Management, LLCWestwood, NJ · 6,308 clientsWealth manager
    Schwab 77%Fidelity 23%
    $18B
  30. 950
    Merganser Capital Management, LLCBoston, MA · 124 clientsAsset manager
    Northern Trust 33%BNY 28%State Street 22%
    $18B
  31. 951
    Durable Capital Partners LPBethesda, MD · 5 clientsPrivate fund adviser
    No custodian reported
    $18B
  32. 952
    Geowealth Management LLCChicago, IL · 51,018 clientsWealth manager
    Schwab 73%Fidelity 27%
    $18B
  33. 953
    CF Private Equity, Inc.Norwalk, CT · 88 clientsPrivate fund adviserHybridCommonfund Securities, Inc.
    No custodian reported
    $18B
  34. 954
    Searchlight Capital PartnersNew York, NY · 73 clientsPrivate fund adviser
    No custodian reported
    $18B
  35. 955
    Patient Square Capital, LPMenlo Park, CA · 30 clientsPrivate fund adviserHybridPatient Square Capital Markets, LLC
    No custodian reported
    $18B
  36. 956
    Penserra Capital Management LLCOrinda, CA · 49 clientsAsset managerHybridPenserra Securities, LLC
    No custodian reported
    $18B
  37. 957
    Limekiln Real Estate Investment Management, LPNew York, NY · 1 clientsAsset manager
    No custodian reported
    $17B
  38. 958
    American Industrial PartnersNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $17B
  39. 959
    Envestnet Portfolio Solutions, Inc.Berwyn, PA · 60,663 clientsWealth managerWrap sponsorHybridEnvestnet Securities, Inc., Fidx Markets LLC
    U.S. Bancorp Investments 89%
    $17B
  40. 960
    RedwheelLondon, United Kingdom · 39 clientsPrivate fund adviser
    Northern Trust 51%Citi 34%
    $17B

RIAs by state