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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. 1521
    Empirical Wealth ManagementSeattle, WA · 2,400 clientsWealth managerWrap sponsor
    Schwab 100%
    $8.4B
  2. 1522
    Vista Credit Partners, L.P.New York, NY · 27 clientsPrivate fund adviserHybridVista Equity Partners Capital Markets, LLC
    No custodian reported
    $8.4B
  3. 1523
    Resolution Capital LimitedSydney, NSW, Australia · 24 clientsPrivate fund adviser
    J.P. Morgan 39%BNP Paribas Securities Services 26%
    $8.4B
  4. 1524
    Aureus Asset Management, LLCBoston, MA · 362 clientsAsset manager
    Fidelity 100%
    $8.4B
  5. 1525
    Battery Global Advisors, LLCBoston, MA · 142 clientsWealth manager
    Fidelity 100%
    $8.4B
  6. 1526
    Deep Track Capital, LPGreenwich, CT · 5 clientsPrivate fund adviser
    No custodian reported
    $8.4B
  7. 1527
    Zhang FinancialPortage, MI · 2,331 clientsWealth managerWrap sponsor
    LPL Financial 60%State Street 25%
    $8.4B
  8. 1528
    SK Capital PartnersNew York, NY · 28 clientsPrivate fund adviser
    No custodian reported
    $8.4B
  9. 1529
    Asana Partners, LPCharlotte, NC · 9 clientsPrivate fund adviser
    No custodian reported
    $8.4B
  10. 1530
    Skyview Investment Advisors, LLCShrewsbury, NJ · 21 clientsAsset manager
    No custodian reported
    $8.3B
  11. 1531
    Elevation Point Wealth Partners, LLCDenver, CO · 4,936 clientsWealth managerHybrid
    Fidelity 39%
    $8.3B
  12. 1532
    Wealthcare Advisory Partners LLCWest Chester, PA · 10,948 clientsWealth managerHybridSammons Financial Network, LLC
    LPL Financial 56%Schwab 44%
    $8.3B
  13. 1533
    Bolton Global Asset ManagementBolton, MA · 7,365 clientsBroker-dealer firmHybrid
    Pershing 100%
    $8.3B
  14. 1534
    Chatham Asset Management, LLCChatham, NJ · 18 clientsPrivate fund adviser
    No custodian reported
    $8.3B
  15. 1535
    Nicholas Hoffman & Company, LLCAtlanta, GA · 409 clientsWealth manager
    Schwab 100%
    $8.3B
  16. 1536
    Advantage Capital ManagementNew York, NY · 13 clientsAsset managerAffiliated broker-dealerKopentech Capital Markets LLC
    State Street 100%
    $8.3B
  17. 1537
    Aequim Alternative Investments LPMill Valley, CA · 5 clientsPrivate fund adviser
    BNP Paribas Securities 40%J.P. Morgan 34%Barclays Capital 26%
    $8.2B
  18. 1538
    J. W. Cole Advisors, Inc.Tampa, FL · 31,247 clientsBroker-dealer firmHybridJ.W. Cole Financial, Inc.
    Fidelity 100%
    $8.2B
  19. 1539
    Ironwood Capital Management CorpSan Francisco, CA · 8 clientsAsset managerHybrid
    No custodian reported
    $8.2B
  20. 1540
    Capital Investment Advisors, LLCAtlanta, GA · 6,014 clientsWealth manager
    Schwab 60%Fidelity 40%
    $8.2B
  21. 1541
    Cambridge Associates Limited, LLCBoston, MA · 32 clientsWealth manager
    Pictet Bank of Switzerland 100%
    $8.2B
  22. 1542
    Wincoram Asset Management LLCHouston, TX · 15 clientsPrivate fund adviserAffiliated broker-dealerOne Vanderbilt Securities LLC
    No custodian reported
    $8.2B
  23. 1543
    Proficio Capital Partners LLCNewton, MA · 160 clientsWealth manager
    Fidelity 100%
    $8.2B
  24. 1544
    Samsung Asset Management (new York), Inc.New York, NY · 4 clientsAsset managerAffiliated broker-dealerSamsung Securities (america), Inc., Samsung Securities Co., LTD
    J.P. Morgan 100%
    $8.2B
  25. 1545
    R M Davis IncPortland, ME · 2,437 clientsWealth manager
    Schwab 80%
    $8.2B
  26. 1546
    Starboard Value LPNew York, NY · 11 clientsPrivate fund adviser
    State Street 49%Goldman Sachs 23%
    $8.2B
  27. 1547
    Rhone Group L.L.C.New York, NY · 12 clientsPrivate fund adviserHybridRhone Group Advisors LLC
    No custodian reported
    $8.2B
  28. 1548
    Chilton Investment Services, LLCStamford, CT · 1,905 clientsWealth manager
    BNY 80%
    $8.2B
  29. 1549
    Bramshill Investments, LLCNaples, FL · 2,538 clientsAsset managerHybrid
    UBS 86%
    $8.1B
  30. 1550
    Stripes, LLCNew York, NY · 27 clientsPrivate fund adviser
    No custodian reported
    $8.1B
  31. 1551
    Wedge Capital Management LLPCharlotte, NC · 184 clientsAsset manager
    Northern Trust 30%U.S. Bank 25%PNC Bank 25%
    $8.1B
  32. 1552
    Harvest Fund Advisors LLCWayne, PA · 198 clientsAsset managerHybridBlackstone Securities Partners L.P., Everlake Distributors, LLC
    J.P. Morgan 54%
    $8.1B
  33. 1553
    Marshfield AssociatesWashington, DC · 3,996 clientsWealth manager
    RBC 59%State Street 29%
    $8.1B
  34. 1554
    Spider Management Company, LLCRichmond, VA · 1 clientsAsset manager
    Northern Trust 100%
    $8.1B
  35. 1555
    Human Interest Advisors LLCSan Francisco, CA · 831,446 clientsWealth manager
    Matrix Trust 100%
    $8.1B
  36. 1556
    Overlook Investments LimitedHong Kong, Hong Kong · 2 clientsPrivate fund adviser
    No custodian reported
    $8.1B
  37. 1557
    Overlook Investments L.P.Georgetown, Cayman Islands · 2 clientsPrivate fund adviser
    No custodian reported
    $8.1B
  38. 1558
    Lightyear Capital LLCNew York, NY · 31 clientsPrivate fund adviser
    No custodian reported
    $8.1B
  39. 1559
    Weitz Investment Management, Inc.Omaha, NE · 18 clientsAsset managerHybridWeitz Securities, Inc.
    Schwab 100%
    $8.1B
  40. 1560
    Grain Management, LLCWashington, DC · 25 clientsPrivate fund adviser
    No custodian reported
    $8.1B

RIAs by state