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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. 1041
    Pomona CapitalNew York, NY · 23 clientsPrivate fund adviserAffiliated broker-dealerVoya Financial Advisors, Inc., Voya Financial Partners, LLC
    No custodian reported
    $15B
  2. 1042
    Onepoint BFG Wealth PartnersParsippany, NJ · 8,647 clientsWealth managerWrap sponsorHybrid
    Schwab 72%LPL Financial 28%
    $15B
  3. 1043
    CV Advisors LLCAventura, FL · 159 clientsWealth manager
    J.P. Morgan 63%Morgan Stanley 37%
    $15B
  4. 1044
    SIT Fixed Income Advisors II, LLCMinneapolis, MN · 115 clientsAsset manager
    Northern Trust 56%BNY 27%
    $15B
  5. 1045
    Gigafund22 clientsPrivate fund adviser
    No custodian reported
    $15B
  6. 1046
    Abry Partners II, LLCBoston, MA · 30 clientsPrivate fund adviser
    No custodian reported
    $15B
  7. 1047
    Wcas Management CorporationNew York, NY · 20 clientsPrivate fund adviser
    No custodian reported
    $15B
  8. 1048
    The London Company of VirginiaRichmond, VA · 6,122 clientsAsset manager
    UBS 72%Schwab 28%
    $15B
  9. 1049
    Wolverine Asset Management, LLCChicago, IL · 3 clientsPrivate fund adviserHybridWolverine Execution Services, LLC, Wolverine Trading UK, Limited, clears through RBC Capital Markets, Goldman Sachs, BofA Securities
    No custodian reported
    $15B
  10. 1050
    CI Global Investments Inc.Oakland, CA · 27 clientsPrivate fund adviserAffiliated broker-dealerCI Investments Inc.
    RBC 100%
    $15B
  11. 1051
    Fiduciary Consulting GroupGreenwood Village, CO · 70 clientsAsset managerAffiliated broker-dealerMorgan Stanley Smith Barney LLC
    No custodian reported
    $15B
  12. 1052
    Yousif Capital Management, LLCBloomfield Hills, MI · 444 clientsAsset manager
    Comerica Bank 100%
    $15B
  13. 1053
    Atlanta Consulting Group Advisors, LLCAtlanta, GA · 364 clientsAsset managerHybrid
    Raymond James 53%US Bancorp 29%
    $15B
  14. 1054
    Troy Asset Management LTDLondon, United Kingdom · 26 clientsPrivate fund adviser
    Northern Trust 48%State Street 24%
    $15B
  15. 1055
    Antipodes Partners LimitedSydney, Australia · 53 clientsAsset manager
    No custodian reported
    $15B
  16. 1056
    Pharo Management, Inc.New York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $15B
  17. 1057
    Digital Bridge Advisors, LLCBoca Raton, FL · 48 clientsPrivate fund adviser
    No custodian reported
    $15B
  18. 1058
    Zacks Investment Management, Inc.Chicago, IL · 3,741 clientsAsset managerHybridLbmz Securities, Inc., clears through Interactive Brokers
    Schwab 38%Fidelity 30%
    $15B
  19. 1059
    Napier Park Global Capital (US) LPNew York, NY · 59 clientsPrivate fund adviserHybridFEF Distributors, LLC
    J.P. Morgan 100%
    $15B
  20. 1060
    Freestone Capital Management, LLCSeattle, WA · 2,994 clientsWealth manager
    Schwab 100%
    $15B
  21. 1061
    Paamco Prisma, LLCNewport Beach, CA · 47 clientsPrivate fund adviser
    BNY 100%
    $14B
  22. 1062
    Crow Holdings CapitalDallas, TX · 17 clientsPrivate fund adviserHybridCrow Holdings Securities, L.L.C.
    No custodian reported
    $14B
  23. 1063
    Cliftonlarsonallen Wealth Advisors, LLCMinneapolis, MN · 7,354 clientsBroker-dealer firmHybrid
    No custodian reported
    $14B
  24. 1064
    DRA Advisors LLCNew York, NY · 24 clientsPrivate fund adviser
    No custodian reported
    $14B
  25. 1065
    Pine Ridge Advisers LLCNew York, NY · 44 clientsAsset manager
    Merrill / Bank of America 100%
    $14B
  26. 1066
    Prospera Financial Services, Inc.Dallas, TX · 18,584 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $14B
  27. 1067
    Principal Asset Management (asia)Wanchai, Hong Kong · 35 clientsPrivate fund adviserAffiliated broker-dealerEquity FC, LTD., Principal Funds Distributor, Inc., clears through National Financial Services (Fidelity)
    Citi 100%
    $14B
  28. 1068
    Ausbil Investment Management LimitedSydney, Australia · 43 clientsAsset managerAffiliated broker-dealer
    No custodian reported
    $14B
  29. 1069
    M&g Investments (USA) Inc.Chicago, ILAsset manager
    HSBC Bank PLC 97%
    $14B
  30. 1070
    Kelso & Company, L.P.New York, NY · 54 clientsPrivate fund adviser
    No custodian reported
    $14B
  31. 1071
    Infrared Capital Partners LimitedLondon, United Kingdom · 40 clientsPrivate fund adviserAffiliated broker-dealerAdvisors Asset Management, Inc., Bentallgreenoak Real Estate US LLC
    HSBC Bank PLC 100%
    $14B
  32. 1072
    Sycamore PartnersNew York, NY · 33 clientsPrivate fund adviser
    No custodian reported
    $14B
  33. 1073
    TSG Consumer Partners LPLarkspur, CA · 18 clientsPrivate fund adviser
    No custodian reported
    $14B
  34. 1074
    Federated Equity Management Company of PennsylvaniaPittsburgh, PA · 14 clientsAsset managerAffiliated broker-dealerFederated Securities Corp.
    No custodian reported
    $14B
  35. 1075
    BSP NY LLCNew York, NY · 37 clientsPrivate fund adviserHybridFranklin Distributors, LLC
    State Street 30%J.P. Morgan 30%Bnym (luxembourg) S.A. 29%
    $14B
  36. 1076
    Amova Asset Management Asia LimitedSingapore, Singapore · 80 clientsPrivate fund adviserAffiliated broker-dealerAmova Securities Co., LTD.
    State Street 39%Northern Trust 34%BNP Paribas 27%
    $14B
  37. 1077
    Congress Asset Management Company, LLPBoston, MA · 8,312 clientsAsset managerHybrid
    Fidelity 100%
    $14B
  38. 1078
    Wellington Management Hong Kong LimitedCentral, Hong Kong, Hong Kong · 49 clientsBroker-dealer firmAffiliated broker-dealerWellington Funds Distributors Inc.
    State Street 34%J.P. Morgan 34%
    $14B
  39. 1079
    Aptus Capital Advisors, LLCFairhope, AL · 12,707 clientsWealth manager
    Schwab 73%Fidelity 27%
    $14B
  40. 1080
    RTW Investments LPNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $14B

RIAs by state