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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. 1081
    Great Mountain PartnersNew Haven, CT · 11 clientsPrivate fund adviser
    No custodian reported
    $14B
  2. 1082
    Oaktree Fund Advisors, LLCLos Angeles, CA · 16 clientsAsset managerHybridOCM Investments, LLC
    No custodian reported
    $14B
  3. 1083
    Meritage Group LPSan Francisco, CA · 12 clientsPrivate fund adviserHybrid
    No custodian reported
    $14B
  4. 1084
    Federated Global Investment Management Corp.New York, NY · 83 clientsAsset managerAffiliated broker-dealerFederated Securities Corp.
    BNY 100%
    $14B
  5. 1085
    Franklin Advisory Services, LLCSan Mateo, FL · 66 clientsAsset managerHybridClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    No custodian reported
    $14B
  6. 1086
    Prime Buchholz LLCPortsmouth, NH · 243 clientsAsset manager
    U.S. Bank 70%
    $14B
  7. 1087
    Circle Wealth Management, LLCSummit, NJ · 380 clientsWealth manager
    Schwab 79%
    $14B
  8. 1088
    Simplify Asset Management Inc.Las Vegas, NV · 44 clientsAsset manager
    No custodian reported
    $14B
  9. 1089
    Related Fund Management, LLCNew York, NY · 41 clientsPrivate fund adviserHybridSand Capital LLC
    Merrill / Bank of America 100%
    $14B
  10. 1090
    Redbird Capital Partners Management LLCNew York, NY · 48 clientsPrivate fund adviserHybridRedbird BD, LLC
    No custodian reported
    $14B
  11. 1091
    Varagon Capital Partners, L.P.New York, NY · 26 clientsPrivate fund adviserAffiliated broker-dealerMAN Investments Inc.
    No custodian reported
    $14B
  12. 1092
    The Vistria Group, LPChicago, IL · 23 clientsPrivate fund adviser
    No custodian reported
    $14B
  13. 1093
    Nautic Partners, LLCProvidence, RI · 18 clientsPrivate fund adviser
    No custodian reported
    $14B
  14. 1094
    Brandywine Managers, LLCHockessin, DE · 43 clientsPrivate fund adviser
    No custodian reported
    $14B
  15. 1095
    Linden Capital PartnersChicago, IL · 28 clientsPrivate fund adviser
    No custodian reported
    $14B
  16. 1096
    Oak Hill Capital Management, LLCNew York, NY · 35 clientsPrivate fund adviser
    No custodian reported
    $14B
  17. 1097
    Coldstream Wealth ManagementBellevue, WA · 4,386 clientsWealth managerHybridColdstream Securities, Inc.
    Fidelity 57%Schwab 43%
    $14B
  18. 1098
    Ullico Investment Advisors, Inc.Bethesda, MD · 25 clientsPrivate fund adviserHybridUllico Investment Company, LLC
    U.S. Bank 57%BNY 28%
    $14B
  19. 1099
    Coolabah Capital Institutional Investments PTY LimitedSydney, Australia · 13,392 clientsAsset manager
    BNP Paribas 36%Citi 31%
    $14B
  20. 1100
    SRS Investment Management, LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $14B
  21. 1101
    ConcentricWalnut Creek, CA · 5,371 clientsWealth manager
    Schwab 51%PNC Bank 26%Fidelity 23%
    $14B
  22. 1102
    Dynasty Wealth Management, LLCSt. Petersburg, FL · 17 clientsAsset managerHybridDynasty Securities, LLC
    Fidelity 67%Schwab 33%
    $14B
  23. 1103
    Libremax Capital, LLCNew York, NY · 57 clientsPrivate fund adviser
    J.P. Morgan 100%
    $14B
  24. 1104
    Capacuity LLCLake Mary, FL · 130 clientsAsset managerHybridCapacuity Securities, Inc.
    No custodian reported
    $14B
  25. 1105
    Madison Investment Advisors, LLCMadison, WI · 16,164 clientsAsset managerHybridMFD Distributor, LLC
    Schwab 40%UBS 30%Morgan Stanley 30%
    $14B
  26. 1106
    Columbia CapitalAlexandria, VA · 31 clientsPrivate fund adviser
    No custodian reported
    $14B
  27. 1107
    Gresham Partners, LLCChicago, IL · 251 clientsPrivate fund adviser
    Fidelity 100%
    $14B
  28. 1108
    Goldman Sachs Asset Management (singapore) PTE. LTD.Singapore, Singapore · 14 clientsPrivate fund adviserHybridFolio Investments, Inc., Goldman Sachs & Co. LLC
    Northern Trust 100%
    $14B
  29. 1109
    Dolan McEniry Capital Management LLCChicago, IL · 6,403 clientsAsset managerAffiliated broker-dealer
    Morgan Stanley 52%UBS 48%
    $14B
  30. 1110
    Sapient Capital LLCIndianapolis, IN · 1,017 clientsWealth manager
    Pershing 100%
    $14B
  31. 1111
    Truston Asset ManagementSeoul, Korea, South · 185 clientsAsset manager
    Woori Bank 89%
    $14B
  32. 1112
    Ameritas Advisory Services, LLCLincoln, NE · 29,718 clientsWealth managerHybridAmeritas Investment Company, LLC, clears through National Financial Services (Fidelity)
    Fidelity 67%Schwab 33%
    $14B
  33. 1113
    Abrams Capital Management, L.P.Boston, MA · 8 clientsPrivate fund adviser
    No custodian reported
    $14B
  34. 1114
    Aristeia Capital, LLCGreenwich, CT · 3 clientsPrivate fund adviser
    J.P. Morgan 38%Goldman Sachs 34%
    $14B
  35. 1115
    Clearbrook Investment Consulting LLCNew York, NY · 1 clientsAsset managerHybrid
    J.P. Morgan 70%BNY 30%
    $14B
  36. 1116
    Pinegrove Venture Partners, LLCMenlo Park, CA · 69 clientsPrivate fund adviserAffiliated broker-dealerBrookfield Advisors (hong Kong) Limited, Brookfield Oaktree Wealth Solutions LLC
    No custodian reported
    $14B
  37. 1117
    Centersquare Investment Management LLCConshohocken, PA · 101 clientsAsset managerHybrid
    Northern Trust 30%BNY 28%Citi 25%
    $14B
  38. 1118
    Comgest Asset Management International LimitedDublin 2, Ireland · 19 clientsPrivate fund adviser
    BNP Paribas 38%RBC 32%BNY 31%
    $14B
  39. 1119
    Mirova USBoston, MA · 24 clientsPrivate fund adviserAffiliated broker-dealerNatixis Investment Managers International, Natixis Tradex Solutions (ntex)
    No custodian reported
    $14B
  40. 1120
    JMI Management, L.P.Baltimore, MD · 20 clientsPrivate fund adviser
    No custodian reported
    $14B

RIAs by state