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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. 1761
    Matthews International Capital Management, LLCSan Francisco, CA · 38 clientsAsset managerHybridMatthews Global Investors (hong Kong) Limited
    No custodian reported
    $6.6B
  2. 1762
    Cortec Group Management Services, LLCNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $6.6B
  3. 1763
    Southpoint Capital Advisors LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $6.6B
  4. 1764
    Qcam Currency Asset Management AGZUG, Switzerland · 9 clientsAsset manager
    No custodian reported
    $6.6B
  5. 1765
    Greycourt & Co., Inc.Pittsburgh, PA · 44 clientsWealth manager
    Northern Trust 69%
    $6.6B
  6. 1766
    G Squared Equity Management LPChicago, IL · 16 clientsPrivate fund adviser
    No custodian reported
    $6.6B
  7. 1767
    Turn/river Management, L.P.San Francisco, CA · 20 clientsPrivate fund adviser
    No custodian reported
    $6.6B
  8. 1768
    Coronation Investment Management International (PTY) LTDClaremont, Cape Town, South Africa · 9 clientsPrivate fund adviser
    JPM Chase Bank N.A. London 81%
    $6.6B
  9. 1769
    Bernhard Capital Partners Management, LPBaton Rouge, LA · 23 clientsPrivate fund adviser
    No custodian reported
    $6.6B
  10. 1770
    T. Rowe Price (canada), Inc.Baltimore, MD · 27 clientsPrivate fund adviserHybridT. Rowe Price Investment Services, Inc.
    BNY 100%
    $6.6B
  11. 1771
    Level Four Advisory ServicesDallas, TX · 15,720 clientsWealth managerBank-affiliatedHybridCRI M&a Advisors, LLC, Level Four Financial, LLC
    Raymond James 89%
    $6.5B
  12. 1772
    K2/d&s Management Co., L.L.C.Stamford, CT · 72 clientsPrivate fund adviserHybridClarion Partners Emea Limited, Clarion Partners Securities, LLC
    The Master Trust Bank of Japan, LTD 100%
    $6.5B
  13. 1773
    Shelton Capital ManagementDenver, CO · 1,500 clientsAsset managerHybridRFS Partners
    Raymond James 43%Schwab 42%
    $6.5B
  14. 1774
    Sendero Wealth Management, LLCSan Antonio, TX · 369 clientsWealth managerHybridSendero Securities, LLC, clears through Pershing
    Pershing 86%
    $6.5B
  15. 1775
    Omnicap Group LLCEl Segundo, CA · 6 clientsAsset manager
    No custodian reported
    $6.5B
  16. 1776
    Foxhaven Asset Management, LPCharlottesville, VA · 5 clientsPrivate fund adviser
    No custodian reported
    $6.5B
  17. 1777
    Osaic Institutions, Inc.Meriden, CT · 16,312 clientsBroker-dealer firmHybridLadenburg Thalmann & Co. Inc., Osaic Services, Inc.
    Pershing 100%
    $6.5B
  18. 1778
    Kornitzer Capital Management, Inc.Mission, KS · 2,008 clientsAsset managerHybrid
    Great Plains Trust 100%
    $6.5B
  19. 1779
    Highvista Private Capital Management LLCBoston, MA · 63 clientsPrivate fund adviser
    Silicon Valley Bank 100%
    $6.5B
  20. 1780
    Jensen Investment Management Inc.Lake Oswego, OR · 411 clientsAsset managerHybrid
    Pershing 100%
    $6.5B
  21. 1781
    Greenspring Advisors, LLCTowson, MD · 1,837 clientsWealth manager
    Fidelity 52%Schwab 34%
    $6.5B
  22. 1782
    Avior Wealth Management, LLCOmaha, NE · 4,894 clientsWealth managerHybrid
    Schwab 71%Fidelity 29%
    $6.5B
  23. 1783
    Level EquityNew York, NY · 18 clientsPrivate fund adviser
    No custodian reported
    $6.5B
  24. 1784
    Douglass Winthrop Advisors LLCNew York, NY · 1,327 clientsWealth managerPublic-company owned
    Schwab 50%Pershing 50%
    $6.5B
  25. 1785
    Arnhold LLCNew York, NY · 91 clientsAsset manager
    Merrill / Bank of America 100%
    $6.4B
  26. 1786
    Nassau Global Credit LLCNew York, NY · 26 clientsPrivate fund adviserAffiliated broker-dealer1851 Securities, Inc
    Computershare Corporate Trust 90%
    $6.4B
  27. 1787
    NWF Advisory Services IncLos Angeles, CA · 11,433 clientsWealth managerHybrid
    Pershing 100%
    $6.4B
  28. 1788
    Certares Management LLCNew York, NY · 21 clientsPrivate fund adviser
    No custodian reported
    $6.4B
  29. 1789
    Tetragon Partners L.P.New York, NY · 47 clientsPrivate fund adviser
    UBS 72%Merrill / Bank of America 28%
    $6.4B
  30. 1790
    Truepoint, Inc.Cincinnati, OH · 1,934 clientsWealth manager
    Fidelity 100%
    $6.4B
  31. 1791
    ORG Portfolio Management LLCBeachwood, OH · 10 clientsAsset manager
    Northern Trust 89%
    $6.4B
  32. 1792
    Glenview Capital Management, LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $6.4B
  33. 1793
    Txre Advisers, LLCDallas, TX · 21 clientsPrivate fund adviser
    No custodian reported
    $6.4B
  34. 1794
    Allianz Capital Partners of America LLCNew York, NY · 11 clientsAsset manager
    No custodian reported
    $6.4B
  35. 1795
    AndersenMcLean, VA · 612 clientsWealth managerPublic-company owned
    Schwab 82%
    $6.3B
  36. 1796
    Global Alpha Capital Management LTD.Montreal, QC, Canada · 137 clientsAsset managerHybrid
    Desjardins 24%
    $6.3B
  37. 1797
    Maple Rock Capital Partners Inc.Toronto, Canada · 3 clientsPrivate fund adviser
    No custodian reported
    $6.3B
  38. 1798
    Ethos Capital LPBoston, MA · 12 clientsPrivate fund adviser
    No custodian reported
    $6.3B
  39. 1799
    Missionsquare RetirementWashington, DC · 40,527 clientsWealth managerHybridIcma-Rc Services, LLC
    Vantagetrust 100%
    $6.3B
  40. 1800
    Madison International Realty Holdings, LLCNew York, NY · 26 clientsPrivate fund adviser
    No custodian reported
    $6.3B

RIAs by state