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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.

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. 1001
    Fs/kkr Advisor, LLCPhiladelphia, PA · 3 clientsAsset managerHybridFS Investment Solutions, LLC, Global Atlantic Distributors, LLC
    No custodian reported
    $16B
  2. 1002
    First Sentier Investors International IM LimitedEdinburgh, United Kingdom · 16 clientsPrivate fund adviserAffiliated broker-dealer
    No custodian reported
    $16B
  3. 1003
    Wilmington Funds Management CorporationWilmington, DE · 10 clientsAsset managerAffiliated broker-dealerM&t Securities, Inc., Manufacturers and Traders Trust Company
    No custodian reported
    $16B
  4. 1004
    50 South Capital Advisors, LLCChicago, IL · 139 clientsPrivate fund adviserHybridNorthern Trust Securities, Inc.
    No custodian reported
    $16B
  5. 1005
    Silverbay Capital Management LLCNew York, NY · 2 clientsAsset managerHybridBreakwater Group Distribution Services, LLC
    No custodian reported
    $16B
  6. 1006
    FartherSan Francisco, CA · 14,965 clientsWealth managerWrap sponsorAffiliated broker-dealerFarther Securities, LLC
    Schwab 61%Fidelity 39%
    $16B
  7. 1007
    Ark InvestSt. Petersburg, FL · 61 clientsAsset managerHybrid
    State Street 100%
    $16B
  8. 1008
    Morgan Stanley Infrastructure Inc.New York, NY · 21 clientsPrivate fund adviserHybridEaton Vance Distributors, Inc., Morgan Stanley & Co. LLC
    No custodian reported
    $16B
  9. 1009
    One Queen Capital Inc.Toronto, Ontario, Canada · 5 clientsPrivate fund adviser
    No custodian reported
    $16B
  10. 1010
    Maverick Capital LTDDallas, TX · 19 clientsPrivate fund adviser
    Morgan Stanley 100%
    $16B
  11. 1011
    Mycio Wealth Partners, LLCPhiladelphia, PA · 943 clientsWealth managerPublic-company ownedAffiliated broker-dealer
    Schwab 100%
    $16B
  12. 1012
    Msref Real Estate Advisor, Inc.New York, NY · 26 clientsPrivate fund adviserHybridEaton Vance Distributors, Inc., Morgan Stanley & Co. LLC
    No custodian reported
    $16B
  13. 1013
    Whitebox Advisors LLCMinneapolis, MN · 16 clientsPrivate fund adviser
    No custodian reported
    $16B
  14. 1014
    OEP Capital Advisors, L.P.New York, NY · 35 clientsPrivate fund adviser
    J.P. Morgan 100%
    $16B
  15. 1015
    Concurrent Investment Advisors, LLCTampa, FL · 13,277 clientsWealth managerWrap sponsorHybrid
    Fidelity 74%
    $16B
  16. 1016
    E Fund Management (hong Kong) Co., LimitedHong Kong, Hong Kong · 67 clientsPrivate fund adviserAffiliated broker-dealerGF Securities Co., Limited
    Icbc (asia) Trustee Company Limited 49%J.P. Morgan 35%
    $16B
  17. 1017
    Stanhope Capital, LLPLondon, United Kingdom · 182 clientsAsset managerAffiliated broker-dealerCorient Dealing and Treasury Serivices (UK) Limited, Stonehage Fleming Dealing and Treasury Services (jersey) Limited
    No custodian reported
    $16B
  18. 1018
    Soroban Capital Partners LPNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $16B
  19. 1019
    Mason Investment Advisory Services IncReston, VA · 1,147 clientsAsset manager
    Pershing 100%
    $16B
  20. 1020
    Greenbriar Equity GroupGreenwich, CT · 21 clientsPrivate fund adviser
    No custodian reported
    $16B
  21. 1021
    Battery Management Corp.Boston, MA · 60 clientsPrivate fund adviser
    No custodian reported
    $16B
  22. 1022
    Blackstone Strategic Capital Advisors, L.L.C.New York, NY · 21 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    No custodian reported
    $16B
  23. 1023
    Weiss Asset ManagementBoston, MA · 2 clientsPrivate fund adviser
    No custodian reported
    $16B
  24. 1024
    Abbott Capital Management LLCNew York, NY · 61 clientsPrivate fund adviser
    State Street 65%Northern Trust 35%
    $16B
  25. 1025
    Primerica AdvisorsDuluth, GA · 67,816 clientsBroker-dealer firmHybridPfsl Investments Canada LTD., Primerica Brokerage Services, Inc., clears through Pershing
    Pershing 100%
    $16B
  26. 1026
    Evercore Wealth Management, LLCNew York, NY · 791 clientsWealth managerBank-affiliatedAffiliated broker-dealerEvercore Group L.L.C.
    Evercore Trust Company 89%
    $16B
  27. 1027
    Osaic Advisory Services, LLCAtlanta, GA · 29,898 clientsWealth managerHybridLadenburg Thalmann & Co. Inc., Osaic Institutions, Inc.
    Schwab 70%Fidelity 30%
    $15B
  28. 1028
    IntechWest Palm Beach, FL · 26 clientsAsset managerHybrid
    BNY 51%BNP Paribas Securities Services Australia 49%
    $15B
  29. 1029
    Allianz Global Investors Asia Pacific LimitedHong Kong, Hong Kong · 69 clientsPrivate fund adviserAffiliated broker-dealerAllianz Global Investors (schweiz) AG, Allianz Global Investors Middle East Limited
    BNY 79%
    $15B
  30. 1030
    AEA QP Advisers LLCNew York, NY · 18 clientsPrivate fund adviser
    No custodian reported
    $15B
  31. 1031
    Tishman Speyer Properties, L.P.New York, NY · 78 clientsPrivate fund adviser
    No custodian reported
    $15B
  32. 1032
    IRA Group, Inc.Atlanta, GA · 302 clientsAsset manager
    Fidelity Distributors Company 100%
    $15B
  33. 1033
    Banner Ridge PartnersNew York, NY · 35 clientsPrivate fund adviser
    No custodian reported
    $15B
  34. 1034
    Ballentine PartnersWaltham, MA · 353 clientsWealth manager
    Fidelity 100%
    $15B
  35. 1035
    Peak XV Partners Operations LLCTrianon, Mauritius · 30 clientsPrivate fund adviser
    No custodian reported
    $15B
  36. 1036
    C Worldwide Asset Management Fondsmaeglerselskab A/sCopenhagen, Denmark · 50 clientsPrivate fund adviser
    J.P. Morgan 55%BNY 25%
    $15B
  37. 1037
    Cavanal Hill Investment Management, Inc.Tulsa, OK · 3 clientsAsset managerHybridBOK Financial Securities, Inc., Bokf, NA
    Bokf 100%
    $15B
  38. 1038
    CW Advisors, LLCBoston, MA · 6,542 clientsWealth managerAffiliated broker-dealerLadenburg Thalmann & Co. Inc., Osaic Services, Inc.
    Fidelity 54%Schwab 46%
    $15B
  39. 1039
    Nationwide Asset Management, LLCColumbus, OH · 3 clientsAsset managerHybridNationwide Fund Distributors LLC, Nationwide Investment Services Corporation
    BNY 87%
    $15B
  40. 1040
    Blackstone Ireland LimitedDublin 2, Ireland · 50 clientsPrivate fund adviserHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.
    Credit Suisse Services AG 100%
    $15B

RIAs by state