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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. 1441
    Tolleson Private Wealth ManagementDallas, TX · 224 clientsPrivate fund adviser
    Pershing 88%
    $9.3B
  2. 1442
    Shore Capital PartnersChicago, IL · 47 clientsPrivate fund adviser
    No custodian reported
    $9.3B
  3. 1443
    Lindsell Train LimitedLondon, United Kingdom · 16 clientsPrivate fund adviserHybrid
    State Street 100%
    $9.3B
  4. 1444
    Comvest Credit Advisors, LLCWest Palm Beach, FL · 12 clientsPrivate fund adviserHybrid
    No custodian reported
    $9.3B
  5. 1445
    Olympus Advisors, LLCStamford, CT · 12 clientsPrivate fund adviser
    No custodian reported
    $9.2B
  6. 1446
    Palmer Square Europe Capital Management LLCMission Woods, KS · 27 clientsPrivate fund adviserHybrid
    No custodian reported
    $9.2B
  7. 1447
    Geneos Wealth Management, Inc.Englewood, CO · 21,668 clientsBroker-dealer firmHybrid
    Pershing 88%
    $9.2B
  8. 1448
    Napier Park Global Capital LTDLondon, United Kingdom · 21 clientsPrivate fund adviserAffiliated broker-dealerFEF Distributors, LLC
    No custodian reported
    $9.2B
  9. 1449
    ProcyonShelton, CT · 3,048 clientsAsset managerHybrid
    Fidelity 41%Schwab 39%
    $9.2B
  10. 1450
    Graniteshares Advisors LLCNew York, NY · 67 clientsAsset managerHybrid
    No custodian reported
    $9.2B
  11. 1451
    Ellington Global Asset Management, LLCOld Greenwich, CT · 44 clientsAsset managerHybridArmstrong Securities LLC
    U.S. Bank 69%BNY 31%
    $9.2B
  12. 1452
    Aviva Investors Canada Inc.Toronto, Ontario, Canada · 18 clientsAsset manager
    RBC 92%
    $9.2B
  13. 1453
    Value Aligned Research Advisors, LLC4 clientsPrivate fund adviser
    Citi 76%Fidelity 24%
    $9.1B
  14. 1454
    Crawford Investment Counsel IncAtlanta, GA · 2,039 clientsWealth manager
    Fidelity 63%Schwab 37%
    $9.1B
  15. 1455
    Wynnchurch Capital, L.P.Rosemont, IL · 5 clientsPrivate fund adviser
    No custodian reported
    $9.1B
  16. 1456
    Cabot Properties L.P.Boston, MA · 12 clientsPrivate fund adviser
    No custodian reported
    $9.1B
  17. 1457
    FS Reit Advisor, LLCPhiladelphia, PA · 1 clientsPrivate fund adviserHybridFS Investment Solutions, LLC
    No custodian reported
    $9.1B
  18. 1458
    Highvista Strategies LLCBoston, MA · 41 clientsPrivate fund adviser
    Northern Trust 100%
    $9.1B
  19. 1459
    Americana Partners, LLCHouston, TX · 1,818 clientsWealth managerHybrid
    Schwab 100%
    $9.1B
  20. 1460
    H.M. PaysonPortland, ME · 4,308 clientsWealth manager
    No custodian reported
    $9.1B
  21. 1461
    Bradley Foster & Sargent IncHartford, CT · 1,944 clientsWealth manager
    No custodian reported
    $9.1B
  22. 1462
    Industry VenturesSan Francisco, CA · 40 clientsPrivate fund adviserHybridFolio Investments, Inc., Goldman Sachs & Co. LLC
    No custodian reported
    $9.1B
  23. 1463
    Neuberger Berman Loan Advisers II LLCChicago, IL · 18 clientsPrivate fund adviserHybridNeuberger Berman BD LLC
    No custodian reported
    $9.0B
  24. 1464
    400 Capital Management LLCNew York, NY · 23 clientsPrivate fund adviser
    J.P. Morgan 71%BNY 29%
    $9.0B
  25. 1465
    Deerpath Capital Management, LPFort Lauderdale, FL · 42 clientsPrivate fund adviser
    J.P. Morgan 97%
    $9.0B
  26. 1466
    Marlin Equity PartnersHermosa Beach, CA · 31 clientsPrivate fund adviser
    No custodian reported
    $9.0B
  27. 1467
    Hornor, Townsend & Kent, LLCConshohocken, PA · 28,369 clientsBroker-dealer firmHybrid
    Pershing 66%
    $9.0B
  28. 1468
    The Sterling Group, L.P.Houston, TX · 20 clientsPrivate fund adviser
    No custodian reported
    $9.0B
  29. 1469
    J.F. Lehman and Company LLCNew York, NY · 26 clientsPrivate fund adviser
    No custodian reported
    $9.0B
  30. 1470
    Simon Quick Advisors, LLCMorristown, NJ · 1,042 clientsWealth manager
    Fidelity 74%Schwab 26%
    $9.0B
  31. 1471
    Partners Group US Management CLO LLCNew York, NY · 23 clientsPrivate fund adviser
    No custodian reported
    $9.0B
  32. 1472
    Crossmark Global Investments, Inc.Houston, TX · 7,902 clientsAsset managerHybridCrossmark Distributors, Inc.
    U.S. Bank 31%Wells Fargo 29%State Street 22%
    $9.0B
  33. 1473
    Northwood Investors LLCDenver, CO · 33 clientsPrivate fund adviser
    No custodian reported
    $9.0B
  34. 1474
    Littlejohn & Co., LLCGreenwich, CT · 27 clientsPrivate fund adviser
    No custodian reported
    $9.0B
  35. 1475
    Kingsview Wealth Management, LLCGrants Pass, OR · 12,309 clientsWealth managerHybrid
    Raymond James 73%Schwab 27%
    $9.0B
  36. 1476
    Sentinel Capital Partners, L.L.C.New York, NY · 14 clientsPrivate fund adviser
    No custodian reported
    $9.0B
  37. 1477
    Quinbrook Infrastructure Partners LLCNew York, NY · 19 clientsPrivate fund adviserAffiliated broker-dealerQuinbrook Capital Partners LLC
    Merrill / Bank of America 100%
    $9.0B
  38. 1478
    Atreides Management, LPBoston, MA · 47 clientsPrivate fund adviser
    No custodian reported
    $8.9B
  39. 1479
    Impax Asset Management LLCPortsmouth, NH · 27 clientsAsset managerHybrid
    State Street 77%
    $8.9B
  40. 1480
    Tortoise Capital Advisors, L.L.C.Overland Park, KS · 344 clientsAsset manager
    Northern Trust 51%BNY 34%
    $8.9B

RIAs by state