Sunday, October 25, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
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
AtlasFinancial ADVSR
Open free

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. 1641
    Lyrical Asset Management LPNew York, NY · 391 clientsAsset managerHybrid
    The Bank of NY Mellon 64%Northern Trust 36%
    $7.4B
  2. 1642
    Retirement and Wealth at Alliant, LLCWayne, PA · 222 clientsBroker-dealer firmHybrid
    No custodian reported
    $7.4B
  3. 1643
    First National Advisers, LLCOmaha, NE · 1,145 clientsAsset managerAffiliated broker-dealerNorthland Securities, Inc.
    First National Bank of Omaha 72%Raymond James 25%
    $7.4B
  4. 1644
    Surgocap Partners LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $7.4B
  5. 1645
    Mariner IndependentOverland Park, KS · 4,307 clientsWealth managerHybridMsec, LLC, W G Securities, LLC, clears through National Financial Services (Fidelity)
    Schwab 52%Fidelity 48%
    $7.3B
  6. 1646
    Spectrum EquityBoston, MA · 32 clientsPrivate fund adviser
    No custodian reported
    $7.3B
  7. 1647
    Carval CLO Management LLCMinneapolis, MN · 17 clientsPrivate fund adviserAffiliated broker-dealerAlliancebernstein Investments, Inc., Bernstein Autonomous Research LLP
    No custodian reported
    $7.3B
  8. 1648
    Arbour Lane Capital Management LPStamford, CT · 15 clientsPrivate fund adviser
    State Street 100%
    $7.3B
  9. 1649
    Dimension Capital Management LLCCoral Gables, FL · 564 clientsAsset manager
    Pershing 58%Schwab 42%
    $7.3B
  10. 1650
    Cercano Management LLCBellevue, WA · 33 clientsPrivate fund adviser
    Goldman Sachs 48%Fidelity 41%
    $7.3B
  11. 1651
    Badgley Phelps Wealth ManagersSeattle, WA · 1,356 clientsWealth managerAffiliated broker-dealer
    Schwab 100%
    $7.3B
  12. 1652
    Peak Rock Capital LLCAustin, TX · 29 clientsPrivate fund adviser
    No custodian reported
    $7.3B
  13. 1653
    Pacific Heights Asset Management, LLCSan Francisco, CA · 5 clientsAsset managerHybrid
    No custodian reported
    $7.3B
  14. 1654
    Angeles Investment AdvisorsSanta Monica, CA · 61 clientsPrivate fund adviser
    Schwab 63%BNY 37%
    $7.3B
  15. 1655
    Midcap Financial Services Capital Management, LLCBethesda, MD · 12 clientsPrivate fund adviser
    No custodian reported
    $7.3B
  16. 1656
    Domain Capital Advisors, LLCAtlanta, GA · 33 clientsPrivate fund adviser
    No custodian reported
    $7.3B
  17. 1657
    Top Tier Capital Partners, LLCSan Francisco, CA · 43 clientsPrivate fund adviser
    No custodian reported
    $7.3B
  18. 1658
    HOF CapitalNew York, NY · 110 clientsPrivate fund adviserHybrid
    No custodian reported
    $7.3B
  19. 1659
    Riverstone Investment Group LLCNew York, NY · 21 clientsPrivate fund adviser
    No custodian reported
    $7.2B
  20. 1660
    Turim 21 Investimentos LtdaRio De Janeiro, RJ, Brazil · 539 clientsWealth manager
    Santander 100%
    $7.2B
  21. 1661
    BondbloxxLarkspur, CA · 27 clientsAsset managerHybrid
    No custodian reported
    $7.2B
  22. 1662
    BLS Capital Fondsmaeglerselskab A/sKlampenborg, Denmark · 6 clientsAsset manager
    BNY 53%State Street 47%
    $7.2B
  23. 1663
    PPCChicago, IL · 9 clientsPrivate fund adviser
    No custodian reported
    $7.2B
  24. 1664
    Flexstone Partners, LLCNew York, NY · 48 clientsPrivate fund adviserAffiliated broker-dealerNatixis Distribution, LLC
    No custodian reported
    $7.2B
  25. 1665
    A&m CapitalGreenwich, CT · 14 clientsPrivate fund adviserAffiliated broker-dealerAlvarez & Marsal Securities, LLC
    No custodian reported
    $7.2B
  26. 1666
    Invictus Capital PartnersWashington, DC · 29 clientsAsset manager
    Computershare Trust Company 100%
    $7.2B
  27. 1667
    Evergreen Capital Management LLCBellevue, WA · 1,157 clientsWealth manager
    Schwab 100%
    $7.2B
  28. 1668
    BDT & MSD BDC Management, LLCNew York, NY · 1 clientsAsset managerHybridBDT & MSD Europe S.a R.L., BDT & MSD Partners Europe Gmbh
    No custodian reported
    $7.2B
  29. 1669
    Springs Capital (hong Kong) LimitedHong Kong, Hong Kong · 16 clientsAsset manager
    Citi 67%
    $7.2B
  30. 1670
    Silversmith Capital PartnersBoston, MA · 24 clientsPrivate fund adviser
    No custodian reported
    $7.2B
  31. 1671
    Sachem Head Capital Management LPNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $7.2B
  32. 1672
    Brown Brothers Harriman Mutual Fund Advisory DepartmentNew York, NY · 7 clientsAsset managerHybridBrown Brothers Harriman Investments, LLC
    No custodian reported
    $7.2B
  33. 1673
    GrovestreetNewton, MA · 42 clientsPrivate fund adviser
    No custodian reported
    $7.1B
  34. 1674
    Cassaday & Company, Inc.McLean, VA · 3,267 clientsWealth managerHybrid
    Pershing 100%
    $7.1B
  35. 1675
    Tweedy, Browne Company LLCStamford, CT · 222 clientsAsset managerHybridAMG Distributors, Inc.
    RBC 45%Pershing 43%
    $7.1B
  36. 1676
    Prairie Capital Management Group, LLCKansas City, MO · 531 clientsAsset managerAffiliated broker-dealer
    No custodian reported
    $7.1B
  37. 1677
    Miller Investment Management, LPWest Conshohocken, PA · 183 clientsWealth managerHybrid
    J.P. Morgan 83%
    $7.1B
  38. 1678
    Daemon Investment and Asset Management, LLCMiami, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $7.1B
  39. 1679
    Black Creek Investment Management Inc.Toronto, Canada · 27 clientsPrivate fund adviser
    CIBC Mellon Trust 45%Fidelity Management Trust 29%RBC 26%
    $7.1B
  40. 1680
    Butterfly Equity LPBeverly Hills, CA · 23 clientsPrivate fund adviser
    No custodian reported
    $7.1B

RIAs by state