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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. 1601
    Hillsdale Investment Management Inc.Toronto, Canada · 227 clientsPrivate fund adviser
    State Street 52%RBC 48%
    $7.8B
  2. 1602
    Quid Capital Group Holdings, LLCSanta Monica, CA · 40 clientsPrivate fund adviser
    No custodian reported
    $7.8B
  3. 1603
    AE Industrial Partners, LPBoca Raton, FL · 36 clientsPrivate fund adviser
    No custodian reported
    $7.7B
  4. 1604
    Frazier Healthcare PartnersSeattle, WA · 25 clientsPrivate fund adviser
    No custodian reported
    $7.7B
  5. 1605
    OnesevenBeachwood, OH · 16,335 clientsWealth managerHybridMGO Securities Corp.
    Raymond James 47%Schwab 39%
    $7.7B
  6. 1606
    Disruptive Technology Advisers LLCDallas, TX · 28 clientsPrivate fund adviserHybridDisruptive Securities, LLC
    No custodian reported
    $7.7B
  7. 1607
    Corsair Capital LLCNew York, NY · 64 clientsPrivate fund adviserHybridCorsair Advisors LLC
    No custodian reported
    $7.7B
  8. 1608
    Fiduciary Trust International, LLCLincoln, MA · 76 clientsWealth managerPublic-company ownedHybridClarion Partners, LLC, Franklin Distributors, LLC
    Fidelity 100%
    $7.7B
  9. 1609
    Hbks Wealth AdvisorsErie, PA · 7,824 clientsWealth managerHybridHBK Sorce Brokerage LLC
    Schwab 87%
    $7.7B
  10. 1610
    Stamos Capital Partners, L.P.Menlo Park, CA · 39 clientsAsset manager
    Merrill / Bank of America 100%
    $7.6B
  11. 1611
    Aldrich Wealth LPLake Oswego, OR · 782 clientsWealth managerHybridPacific Coast Capital, LLC
    Schwab 79%
    $7.6B
  12. 1612
    McMorgan & Company LLCSan Francisco, CA · 223 clientsAsset managerHybridMcMorgan & Company Capital Advisors LLC
    U.S. Bank 46%Fidelity 27%Amalgamated Bank 27%
    $7.6B
  13. 1613
    FacetWest Palm Beach, FL · 14,741 clientsWealth manager
    Apex Fintech 77%Fidelity 23%
    $7.6B
  14. 1614
    MGG Investment Group LPNew York, NY · 47 clientsPrivate fund adviser
    No custodian reported
    $7.6B
  15. 1615
    Abbey Capital LimitedDublin 2, Ireland · 17 clientsPrivate fund adviser
    No custodian reported
    $7.6B
  16. 1616
    Belpointe Asset Management LLCReno, NV · 7,604 clientsWealth managerHybrid
    Schwab 85%
    $7.6B
  17. 1617
    Brown AdvisoryNorfolk, VA · 229 clientsWealth manager
    BNY 67%
    $7.6B
  18. 1618
    Avantax Planning Partners, Inc.Dubuque, IA · 8,370 clientsWealth managerHybridCetera Advisors LLC, Cetera Financial Specialists LLC, clears through Pershing
    Schwab 72%Fidelity Personal Trust 28%
    $7.6B
  19. 1619
    LLR Management Holdco, L.P.Philadelphia, PA · 19 clientsPrivate fund adviser
    No custodian reported
    $7.6B
  20. 1620
    DSM Capital PartnersPalm Beach Gardens, FL · 2,465 clientsAsset manager
    Goldman Sachs 40%State Street 35%BNY 25%
    $7.6B
  21. 1621
    Bailard, Inc.Foster City, CA · 1,137 clientsWealth manager
    Schwab 83%
    $7.6B
  22. 1622
    ITE Management L.P.New York, NY · 13 clientsPrivate fund adviser
    Citi 100%
    $7.6B
  23. 1623
    Highbridge Capital Management, LLCNew York, NY · 16 clientsPrivate fund adviserHybridJ.P. Morgan Institutional Investments Inc., J.P. Morgan Securities LLC
    No custodian reported
    $7.6B
  24. 1624
    Sessa CapitalNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $7.5B
  25. 1625
    Carnegie Investment CounselPepper Pike, OH · 3,281 clientsWealth manager
    Schwab 80%
    $7.5B
  26. 1626
    59 North Capital Management, LPHouston, TX · 3 clientsPrivate fund adviser
    Morgan Stanley 51%Goldman Sachs 41%
    $7.5B
  27. 1627
    JMG Financial Group LTDDowners Grove, IL · 1,789 clientsWealth manager
    Schwab 100%
    $7.5B
  28. 1628
    Osterweis Capital ManagementSan Francisco, CA · 358 clientsAsset managerHybrid
    Citi 73%
    $7.5B
  29. 1629
    Water Street Healthcare Partners, LLCChicago, IL · 16 clientsPrivate fund adviser
    No custodian reported
    $7.5B
  30. 1630
    Lombard Odier Asset Management (USA) CorpNew York, NY · 27 clientsPrivate fund adviserAffiliated broker-dealer
    Ss&c Technologies 40%State Street 33%
    $7.5B
  31. 1631
    Chicago Partners Investment Group LLCChicago, IL · 2,764 clientsWealth manager
    Schwab 82%
    $7.5B
  32. 1632
    Hays Financial Group, LLCMinneapolis, MN · 572 clientsAsset managerHybrid
    Fidelity 82%
    $7.5B
  33. 1633
    Homestead Advisers Corp.Arlington, VA · 8 clientsAsset managerHybridHomestead Financial Services Corp.
    State Street 100%
    $7.5B
  34. 1634
    Hudson Housing Capital LLCNew York, NY · 105 clientsPrivate fund adviserHybridHudson Housing Securities LLC
    No custodian reported
    $7.4B
  35. 1635
    Westcap Management, LLCSan Francisco, CA · 48 clientsPrivate fund adviserHybridWestcap Markets, LLC
    No custodian reported
    $7.4B
  36. 1636
    Gramercy Funds Management LLCWest Palm Beach, FL · 41 clientsPrivate fund adviser
    State Street 55%BNY 32%
    $7.4B
  37. 1637
    XN LPNew York, NY · 19 clientsPrivate fund adviser
    No custodian reported
    $7.4B
  38. 1638
    JLL Partners, LLCNew York, NY · 35 clientsPrivate fund adviser
    No custodian reported
    $7.4B
  39. 1639
    Washington Capital Management IncSeattle, WA · 75 clientsPrivate fund adviser
    U.S. Bank 87%
    $7.4B
  40. 1640
    Eventide Asset Management, LLCBoston, MA · 38 clientsAsset managerHybrid
    U.S. Bank 86%
    $7.4B

RIAs by state