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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. 1361
    MAN Solutions LLCNew York, NY · 12 clientsPrivate fund adviserHybridMAN Investments Inc.
    No custodian reported
    $10B
  2. 1362
    Foundations Investment Advisors LLCPhoenix, AZ · 29,663 clientsWealth manager
    Schwab 80%
    $10B
  3. 1363
    Summittx Capital, L.P.Fort Worth, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $10B
  4. 1364
    Openarc Corporate Advisory, LLCAtlanta, GA · 3,841 clientsWealth manager
    Schwab 100%
    $10B
  5. 1365
    McQueen Financial Advisors II, Inc.Clawson, MI · 123 clientsAsset managerHybrid
    No custodian reported
    $10B
  6. 1366
    Dupont Capital ManagementWilmington, DE · 3 clientsAsset manager
    State Street 100%
    $10B
  7. 1367
    One Investment Management US LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $10B
  8. 1368
    Foresight Group LLPLondon, United Kingdom · 42 clientsPrivate fund adviser
    No custodian reported
    $10B
  9. 1369
    Fiduciary Counselling IncSt Paul, MN · 1,761 clientsWealth manager
    Fidelity 100%
    $10B
  10. 1370
    Choate Investment AdvisorsBoston, MA · 653 clientsWealth manager
    SEI 100%
    $10B
  11. 1371
    Hantz Financial Services, Inc.Southfield, MI · 24,070 clientsBroker-dealer firmHybrid
    Schwab 100%
    $10B
  12. 1372
    Bain Capital Real Estate, LPBoston, MA · 24 clientsPrivate fund adviserHybridBain Capital Markets, LLC
    No custodian reported
    $10.0B
  13. 1373
    Meketa Investment Group IncWestwood, MA · 316 clientsAsset manager
    State Street 65%Northern Trust 35%
    $10.0B
  14. 1374
    BMO Family Office, LLCChicago, IL · 73 clientsWealth managerBank-affiliatedAffiliated broker-dealerBMO Capital Markets Corp., BMO Nesbitt Burns Inc.
    Schwab 63%Northern Trust 37%
    $10.0B
  15. 1375
    Axonic Capital LLCNew York, NY · 31 clientsPrivate fund adviser
    No custodian reported
    $10.0B
  16. 1376
    Agincourt Capital Management, LLCRichmond, VA · 193 clientsAsset managerAffiliated broker-dealer
    U.S. Bank 81%
    $10.0B
  17. 1377
    Intellicents Investment Solutions IncAlbert Lea, MN · 8,280 clientsAsset managerHybrid
    Schwab 39%Empower Retirement 34%
    $9.9B
  18. 1378
    Welch & Forbes LLCBoston, MA · 699 clientsWealth managerPublic-company ownedAffiliated broker-dealer
    Reliance Trust 100%
    $9.9B
  19. 1379
    Ares Systematic Credit LimitedLondon, United Kingdom · 9 clientsAsset managerAffiliated broker-dealerAres Management Capital Markets LLC, Ares Management Luxembourg
    J.P. Morgan 84%
    $9.9B
  20. 1380
    Clearbridge Investment Management LimitedEdinburgh, United Kingdom · 5,183 clientsAsset managerAffiliated broker-dealerClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    Citi 34%State Street 25%
    $9.9B
  21. 1381
    Coronation Global Fund Managers (ireland) LimitedDublin, Ireland · 4 clientsPrivate fund adviser
    No custodian reported
    $9.9B
  22. 1382
    Glacier Peak Capital Management, LLCChatham, NJ · 5 clientsAsset managerHybridCurvature Securities LLC
    Curvature Securities 100%
    $9.9B
  23. 1383
    River Road Asset Management, LLCLouisville, KY · 112 clientsAsset managerHybridAMG Distributors, Inc.
    BNY 59%Fidelity Management Trust 28%
    $9.9B
  24. 1384
    Cynosure Group, LLCSalt Lake City, UT · 148 clientsAsset manager
    Northern Trust 55%Fidelity 42%
    $9.8B
  25. 1385
    Brown Advisory Investment Solutions Group LLCBaltimore, MD · 393 clientsPrivate fund adviser
    Northern Trust 100%
    $9.8B
  26. 1386
    Bain Capital Ventures, LPBoston, MA · 20 clientsPrivate fund adviserHybridBain Capital Markets, LLC
    No custodian reported
    $9.8B
  27. 1387
    Spiderrock Advisors, LLCChicago, IL · 4,480 clientsWealth managerBank-affiliatedHybrid
    Schwab 35%Fidelity 34%
    $9.8B
  28. 1388
    Consulting Group Advisory Services LLCPurchase, NY · 12 clientsAsset managerHybridMorgan Stanley Smith Barney LLC
    No custodian reported
    $9.8B
  29. 1389
    Eminence Capital, LP16 clientsPrivate fund adviser
    No custodian reported
    $9.8B
  30. 1390
    IHT Wealth Management LLCChicago, IL · 25,536 clientsBroker-dealer firmHybridIHT Securities, LLC
    LPL Financial 100%
    $9.8B
  31. 1391
    VR Advisory Services LTD.New York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $9.8B
  32. 1392
    Walton Street Capital, L.L.C.Chicago, IL · 55 clientsPrivate fund adviser
    No custodian reported
    $9.8B
  33. 1393
    Altair Advisers, LLCChicago, IL · 1,016 clientsWealth manager
    Pershing 100%
    $9.8B
  34. 1394
    Centaurus Financial, Inc.Anaheim, CA · 45,336 clientsBroker-dealer firmHybridPacific Point Securities, LLC
    Schwab 69%
    $9.7B
  35. 1395
    Arsenal Capital Management LPNew York, NY · 27 clientsPrivate fund adviser
    No custodian reported
    $9.7B
  36. 1396
    F L Putnam Investment Management Co.Lynnfield, MA · 3,054 clientsWealth manager
    Schwab 50%Fidelity 38%
    $9.7B
  37. 1397
    One Rock CapitalNew York, NY · 18 clientsPrivate fund adviser
    No custodian reported
    $9.7B
  38. 1398
    Samlyn Capital, LLCNew York, NY · 10 clientsPrivate fund adviser
    J.P. Morgan 100%
    $9.7B
  39. 1399
    MJX Asset Management LLCNew York, NY · 31 clientsPrivate fund adviser
    No custodian reported
    $9.7B
  40. 1400
    Redtree Investment GroupCincinnati, OH · 373 clientsAsset manager
    U.S. Bancorp Investments 87%
    $9.7B

RIAs by state