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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. 1321
    Blackstone Growth Advisors L.L.C.New York, NY · 8 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    No custodian reported
    $10B
  2. 1322
    Schwartz & Co.Bloomfield Hills, MI · 1,737 clientsBroker-dealer firmHybrid
    Fidelity Management Trust 48%RBC 31%
    $10B
  3. 1323
    Saturna Capital CorporationBellingham, WA · 104 clientsAsset managerHybridSaturna Brokerage Services, Inc
    Pershing 100%
    $10B
  4. 1324
    ABS Global InvestmentsStamford, CT · 20 clientsPrivate fund adviserHybrid
    State Street 63%Northern Trust 37%
    $10B
  5. 1325
    Sapphire Ventures, LPAustin, TX · 18 clientsPrivate fund adviser
    No custodian reported
    $10B
  6. 1326
    Carlyle Aviation PDP Management LLCMiami, FL · 14 clientsPrivate fund adviserHybridTCG Capital Markets L.L.C.
    No custodian reported
    $10B
  7. 1327
    Sequoia Global EquitiesMenlo Park, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $10B
  8. 1328
    Trian Fund Management, L.P.New York, NY · 29 clientsPrivate fund adviser
    Merrill / Bank of America 88%
    $10B
  9. 1329
    Pinnacle Associates, LTD.New York, NY · 2,325 clientsAsset manager
    Schwab 75%Fidelity 25%
    $10B
  10. 1330
    Steadfast Capital Management LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $10B
  11. 1331
    Johnson Wealth Inc.Milwaukee, WI · 2,412 clientsAsset manager
    Pershing 51%Johnson Bank 49%
    $10B
  12. 1332
    Shuster Advisory Group, LLCPasadena, CA · 435 clientsAsset managerHybrid
    Schwab 40%Missionsquare Retirement 24%Retirement Plan Record-Keeping 22%
    $10B
  13. 1333
    Webster Equity Partners, L.P.Waltham, MA · 25 clientsPrivate fund adviser
    No custodian reported
    $10B
  14. 1334
    Parallel Advisors, LLCSan Francisco, CA · 4,240 clientsWealth manager
    Fidelity 61%Schwab 39%
    $10B
  15. 1335
    Catalyst Capital Advisors LLCSan Juan, PR · 19 clientsAsset managerHybridALT Fund Distributors LLC
    No custodian reported
    $10B
  16. 1336
    Lansdowne Partners (UK) LLPLondon, United Kingdom · 35 clientsPrivate fund adviser
    BNY 70%Northern Trust 30%
    $10B
  17. 1337
    Ridgemont Partners Management, LLCCharlotte, NC · 32 clientsPrivate fund adviser
    No custodian reported
    $10B
  18. 1338
    Readystate Asset ManagementChicago, IL · 5 clientsPrivate fund adviser
    No custodian reported
    $10B
  19. 1339
    Bartlett & Co. Wealth Management LLCCincinnati, OH · 2,263 clientsWealth managerAffiliated broker-dealer
    Schwab 86%
    $10B
  20. 1340
    Cary Street PartnersRichmond, VA · 6,988 clientsWealth managerHybridCary Street Partners LLC
    Schwab 56%Wells Fargo 44%
    $10B
  21. 1341
    Capvest Partners, Inc.New York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $10B
  22. 1342
    Tocqueville Asset Management LPNew York, NY · 1,270 clientsWealth managerHybridTocqueville Securities L.P.
    Pershing 100%
    $10B
  23. 1343
    Sound Point Luna LLCNew York, NY · 29 clientsPrivate fund adviser
    BNY 100%
    $10B
  24. 1344
    Meridiam Infrastructure North America CorporationWashington, DC · 34 clientsPrivate fund adviser
    No custodian reported
    $10B
  25. 1345
    Franklin ParkBala Cynwyd, PA · 52 clientsPrivate fund adviser
    Northern Trust 79%
    $10B
  26. 1346
    Callan Family Office, LLCRadnor, PA · 190 clientsWealth manager
    Schwab 100%
    $10B
  27. 1347
    Algert Global LLCSan Francisco, CA · 22 clientsAsset manager
    BNY 67%State Street 33%
    $10B
  28. 1348
    Silver Creek Advisory Partners LLCSeattle, WA · 19 clientsPrivate fund adviser
    No custodian reported
    $10B
  29. 1349
    IDR Investment Management, LLCIndependence, OH · 9 clientsPrivate fund adviserHybrid
    Fifth Third Bank 65%BNY 35%
    $10B
  30. 1350
    Arin Risk Advisors LLCConshohocken, PA · 21 clientsAsset manager
    Interactive Brokers 88%
    $10B
  31. 1351
    Kopernik Global Investors, LLCTampa, FL · 13 clientsAsset managerHybrid
    BNY 63%Northern Trust 23%
    $10B
  32. 1352
    Champlain Investment Partners, LLCBurlington, VT · 84 clientsAsset managerHybrid
    BNY 52%J.P. Morgan 27%
    $10B
  33. 1353
    Tenor Capital Management Company, L.P.New York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $10B
  34. 1354
    Valmark Advisers, Inc.Akron, OH · 14,890 clientsWealth managerWrap sponsorHybridValmark Securities, Inc., clears through Pershing
    Schwab 89%
    $10B
  35. 1355
    Shepherd Kaplan LLCBoston, MAAsset managerAffiliated broker-dealerPCF Capital Markets LLC
    Northern Trust 100%
    $10B
  36. 1356
    Planmember Securities CorporationCarpinteria, CA · 69,645 clientsBroker-dealer firmHybrid
    No custodian reported
    $10B
  37. 1357
    EthicNew York, NY · 189 clientsAsset manager
    Schwab 47%Fidelity 31%
    $10B
  38. 1358
    Sprott Asset Management USA Inc.Darien, CT · 3,362 clientsAsset managerHybridSprott Global Resource Investments LTD
    State Street 44%
    $10B
  39. 1359
    Jericho Capital Asset Management L.P.Los Angeles, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $10B
  40. 1360
    Court Square CapitalNew York, NY · 33 clientsPrivate fund adviser
    No custodian reported
    $10B

RIAs by state