Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
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
AtlasFinancial ADVSR
Open free

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. 1241
    Cullen Capital Management, LLCNew York, NY · 8,417 clientsWealth managerHybrid
    J.P. Morgan 44%UBS 30%Schwab 26%
    $12B
  2. 1242
    Krane Funds Advisors, LLCNew York, NY · 52 clientsAsset managerHybrid
    Schwab 100%
    $12B
  3. 1243
    Apollon Wealth Management, LLCMount Pleasant, SC · 8,389 clientsWealth managerHybrid
    Schwab 49%Fidelity 24%
    $12B
  4. 1244
    Cbre Investment Management Infrastructure Inc.Toronto, Ontario, Canada · 51 clientsPrivate fund adviserAffiliated broker-dealerCbre Capital Advisors, Inc.
    No custodian reported
    $12B
  5. 1245
    Kennedy Lewis Management LPNew York, NY · 25 clientsPrivate fund adviserAffiliated broker-dealerKennedy Lewis Capital Markets LLC
    No custodian reported
    $12B
  6. 1246
    Sprucegrove Investment Management LTDToronto, Ontario, Canada · 48 clientsAsset managerHybrid
    State Street 46%J.P. Morgan 46%
    $12B
  7. 1247
    Everett Harris & CoLos Angeles, CA · 743 clientsWealth manager
    Merrill / Bank of America 73%Schwab 27%
    $12B
  8. 1248
    Longview Partners LLPLondon, United Kingdom · 8 clientsPrivate fund adviserAffiliated broker-dealer
    BNY 50%Northern Trust 22%
    $12B
  9. 1249
    Longview Partners (guernsey) LimitedSt. Peter Port, Guernsey · 8 clientsPrivate fund adviserAffiliated broker-dealer
    BNY 50%Northern Trust 22%
    $12B
  10. 1250
    Angel Oak Capital Advisors, LLCAtlanta, GA · 34 clientsAsset managerHybrid
    U.S. Bank 68%BNY 32%
    $11B
  11. 1251
    Kinderhook Industries, LLCNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $11B
  12. 1252
    Lasalle Investment ManagementChicago, IL · 25 clientsPrivate fund adviserHybridJones Lang Lasalle Securities, LLC, Lasalle Investment Management Distributors, LLC
    No custodian reported
    $11B
  13. 1253
    Guinness Global InvestorsLondon, United Kingdom · 38 clientsPrivate fund adviser
    No custodian reported
    $11B
  14. 1254
    The Windacre Partnership LLCHouston, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $11B
  15. 1255
    Artemis Real Estate PartnersChevy Chase, MD · 30 clientsPrivate fund adviserHybridBarings Securities LLC
    No custodian reported
    $11B
  16. 1256
    Gerber/taylor Management LLCMemphis, TN · 95 clientsPrivate fund adviser
    Schwab 100%
    $11B
  17. 1257
    QRG Capital Management, Inc.Berwyn, PA · 27,393 clientsWealth managerAffiliated broker-dealerEnvestnet Securities, Inc., Fidx Markets LLC
    Fidelity 72%Pershing 28%
    $11B
  18. 1258
    Fiduciary Management, Inc.Milwaukee, WI · 570 clientsAsset manager
    Northern Trust 54%Schwab 25%
    $11B
  19. 1259
    AB Private Credit Investors LLCAustin, TX · 30 clientsPrivate fund adviserAffiliated broker-dealerAlliancebernstein Investments, Inc., Bernstein Autonomous LLP
    Sanford C. Bernstein & Co. 100%
    $11B
  20. 1260
    Vanguard Personalized Indexing ManagementOakland, CA · 205 clientsAsset managerHybridVanguard Marketing Corporation
    Schwab 64%Fidelity 36%
    $11B
  21. 1261
    PT Asset Management, LLCChicago, IL · 4 clientsAsset managerHybridPT Capital Partners Limited, Performance Trust Capital Partners, LLC, clears through Pershing
    U.S. Bank 100%
    $11B
  22. 1262
    Heck Capital Advisors, LLCRhinelander, WI · 1,133 clientsAsset manager
    Fidelity 69%
    $11B
  23. 1263
    Parvus Asset Management Jersey Limited16 clientsPrivate fund adviser
    HSBC Bank PLC 84%
    $11B
  24. 1264
    Bridges Investment Management IncOmaha, NE · 1,875 clientsAsset manager
    Bridges Trust 70%Schwab 30%
    $11B
  25. 1265
    One William Street Capital Management, LP.New York, NY · 21 clientsPrivate fund adviser
    J.P. Morgan 100%
    $11B
  26. 1266
    Perigon Wealth Management, LLCSan Francisco, CA · 5,664 clientsWealth managerHybrid
    Schwab 69%Fidelity 31%
    $11B
  27. 1267
    Guggenheim Corporate Funding, LLCNew York, NY · 32 clientsPrivate fund adviserHybridGuggenheim Funds Distributors, LLC, Guggenheim Investor Services, LLC, clears through Pershing
    BNY 83%
    $11B
  28. 1268
    Orchard Global Asset Management LLPLondon, United Kingdom · 38 clientsPrivate fund adviser
    State Street 100%
    $11B
  29. 1269
    Valueact Capital Management, L.P.San Francisco, CA · 18 clientsPrivate fund adviser
    No custodian reported
    $11B
  30. 1270
    Christofferson, Robb & CompanyNew York, NY · 26 clientsPrivate fund adviser
    Northern Trust 27%Butterfield 26%J.P. Morgan 25%
    $11B
  31. 1271
    Truebridge Capital PartnersChapel Hill, NC · 250 clientsPrivate fund adviser
    No custodian reported
    $11B
  32. 1272
    New Mountain Finance Advisers, L.L.C.New York, NY · 13 clientsAsset managerHybrid
    No custodian reported
    $11B
  33. 1273
    Corbin Capital Partners, L.P.New York, NY · 27 clientsPrivate fund adviser
    Northern Trust 49%Citco Global Custody NV 40%
    $11B
  34. 1274
    Camden Asset ManagementLos Angeles, CA · 17 clientsPrivate fund adviser
    State Street 45%BNY 28%
    $11B
  35. 1275
    Golden Gate CapitalSan Francisco, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $11B
  36. 1276
    Fermat Capital Management, LLCWestport, CT · 12 clientsAsset manager
    J.P. Morgan 45%Citi 39%
    $11B
  37. 1277
    Stone Point Credit Adviser LLCGreenwich, CT · 31 clientsPrivate fund adviserHybridSPC Capital Markets LLC
    BNY 100%
    $11B
  38. 1278
    Fondsmaeglerselskabet MAJ Invest A/sCopenhagen K, Denmark · 84 clientsBroker-dealer firm
    Danske Bank 52%CIBC Mellon 48%
    $11B
  39. 1279
    BNY Mellon ETF Investment Adviser, LLCBoston, MA · 13 clientsAsset managerHybridBNY Mellon Asset Management Canada LTD, BNY Mellon Capital Markets, LLC, clears through Pershing
    No custodian reported
    $11B
  40. 1280
    Apella WealthWest Hartford, CT · 8,503 clientsWealth manager
    Schwab 80%
    $11B

RIAs by state