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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. 1681
    Crestview PartnersNew York, NY · 37 clientsPrivate fund adviser
    No custodian reported
    $7.1B
  2. 1682
    TAG Associates LLCNew York, NY · 90 clientsWealth manager
    Schwab 100%
    $7.1B
  3. 1683
    Chicago Pacific FoundersChicago, IL · 33 clientsPrivate fund adviser
    No custodian reported
    $7.1B
  4. 1684
    Pyrford International LTDLondon, United Kingdom · 31 clientsAsset managerAffiliated broker-dealerThreadneedle Investment Services Limited
    CIBC Mellon 53%
    $7.1B
  5. 1685
    John W. Bristol & Co., Inc.New York, NY · 157 clientsWealth manager
    Wilmington Trust 50%Fiduciary Trust Company International 50%
    $7.1B
  6. 1686
    Argo Infrastructure Partners LPNew York, NY · 26 clientsPrivate fund adviser
    No custodian reported
    $7.1B
  7. 1687
    Jamestown, L.P.Atlanta, GA · 23 clientsPrivate fund adviser
    No custodian reported
    $7.1B
  8. 1688
    Five Point Infrastructure LLCHouston, TX · 12 clientsPrivate fund adviser
    No custodian reported
    $7.1B
  9. 1689
    Cross Ocean Partners Management LPGreenwich, CT · 40 clientsPrivate fund adviser
    No custodian reported
    $7.0B
  10. 1690
    GLG LLCNew York, NY · 23 clientsPrivate fund adviserAffiliated broker-dealerMAN Investments Inc.
    State Street 53%Northern Trust 47%
    $7.0B
  11. 1691
    US Innovative Technology Capital Management, LLCCoraopolis, PA · 7 clientsPrivate fund adviser
    No custodian reported
    $7.0B
  12. 1692
    Caspian Capital, LPNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $7.0B
  13. 1693
    One Madison Group LLCNew York, NY · 5 clientsAsset manager
    Morgan Stanley 100%
    $7.0B
  14. 1694
    J.P. Morgan Natural CapitalPortland, OR · 15 clientsAsset managerHybridJ.P. Morgan Institutional Investments Inc., J.P. Morgan Securities LLC
    No custodian reported
    $7.0B
  15. 1695
    Windrose Health Investors, LLCNew York, NY · 12 clientsPrivate fund adviserAffiliated broker-dealerMTS Securities, LLC
    No custodian reported
    $7.0B
  16. 1696
    Community Capital Management, LLCFort Lauderdale, FL · 83 clientsAsset managerHybrid
    UBS 54%Northern Trust 46%
    $7.0B
  17. 1697
    Cannell & Spears LLCNew York, NY · 2,549 clientsWealth managerHybrid
    Fiduciary Trust 42%Schwab 40%
    $7.0B
  18. 1698
    Galvanize Climate Solutions LLCSan Francisco, CA · 18 clientsPrivate fund adviser
    No custodian reported
    $7.0B
  19. 1699
    Frazier Life Sciences Management, LPPalo Alto, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $7.0B
  20. 1700
    Trust Advisors, Inc.Houston, TX · 12 clientsPrivate fund adviser
    Truist 84%
    $7.0B
  21. 1701
    Medley Partners Management LLCSan Francisco, CA · 18 clientsPrivate fund adviser
    No custodian reported
    $7.0B
  22. 1702
    Hosking Partners LLPLondon, United Kingdom · 8 clientsAsset manager
    Citi 54%State Street 46%
    $7.0B
  23. 1703
    Oceansound Partners, LPNew York, NY · 27 clientsPrivate fund adviser
    No custodian reported
    $6.9B
  24. 1704
    Blue Owl Technology Credit Advisors II LLCNew York, NY · 2 clientsAsset managerHybridBlue Owl Securities LLC
    No custodian reported
    $6.9B
  25. 1705
    Algebris Investments (US) Inc.Boston, MA · 5 clientsPrivate fund adviser
    No custodian reported
    $6.9B
  26. 1706
    Mesirow Financial Private Equity Advisors, Inc.Chicago, IL · 17 clientsPrivate fund adviserHybridMesirow Financial, Inc., clears through National Financial Services (Fidelity), Pershing
    BNY 100%
    $6.9B
  27. 1707
    Northside Capital Management LLCHood River, OR · 60 clientsWealth managerPublic-company owned
    Schwab 59%Fidelity 41%
    $6.9B
  28. 1708
    Dakota Wealth, LLCPalm Beach Gardens, FL · 3,764 clientsWealth manager
    Schwab 54%Fidelity 28%
    $6.9B
  29. 1709
    Conestoga Capital Advisors, LLCWayne, PA · 233 clientsAsset managerHybrid
    BNY 56%Northern Trust 44%
    $6.9B
  30. 1710
    Smith Shellnut WilsonRidgeland, MS · 380 clientsAsset managerHybridB1capital Inc
    Fnbb Capital Markets 45%Fidelity 31%First Horizon Bank 24%
    $6.9B
  31. 1711
    Stellex CapitalNew York, NY · 20 clientsPrivate fund adviser
    No custodian reported
    $6.9B
  32. 1712
    Merewether Investment Management, LPDallas, TX · 9 clientsPrivate fund adviser
    No custodian reported
    $6.9B
  33. 1713
    Pgim Custom Harvest LLCNewark, NJ · 8,702 clientsWealth managerPublic-company ownedHybridPruco Securities, LLC, Prudential Annuities Distributors, Inc
    UBS 54%Merrill / Bank of America 24%Morgan Stanley 22%
    $6.9B
  34. 1714
    Pgim DC SolutionsNewark, NJ · 4 clientsPrivate fund adviserHybridPrudential Investment Management Services LLC
    No custodian reported
    $6.9B
  35. 1715
    GMT Capital Corp.Atlanta, GA · 6 clientsPrivate fund adviser
    Fidelity 48%Goldman Sachs 31%
    $6.9B
  36. 1716
    Naya Capital Management UK LimitedLondon, United Arab Emirates · 8 clientsPrivate fund adviser
    Goldman Sachs 100%
    $6.9B
  37. 1717
    Abacus Capital Group LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $6.9B
  38. 1718
    Harbor Investment Advisory, LLCLutherville, MD · 3,540 clientsBroker-dealer firmHybrid
    Pershing 100%
    $6.9B
  39. 1719
    Prowell Financial Management, LLCExton, PA · 74 clientsWealth manager
    Schwab 100%
    $6.9B
  40. 1720
    Provident Trust CompanyWaukesha, WI · 1,037 clientsWealth manager
    Northern Trust 100%
    $6.9B

RIAs by state