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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. 1801
    First ReserveStamford, CT · 25 clientsPrivate fund adviser
    No custodian reported
    $6.3B
  2. 1802
    Winshore Capital Partners LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $6.3B
  3. 1803
    Grimes & CompanyWestborough, MA · 3,764 clientsWealth managerHybrid
    Fidelity 59%Schwab 41%
    $6.3B
  4. 1804
    Landmark Management, LLCNew York, NY · 11 clientsAsset manager
    Merrill / Bank of America 100%
    $6.3B
  5. 1805
    Brinley Partners, LPNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $6.3B
  6. 1806
    Advisor Logistics, LLCBoerne, TX · 16 clientsAsset manager
    Schwab 84%
    $6.3B
  7. 1807
    Stelac Advisory Services LLCNew York, NY · 101 clientsWealth manager
    Citi 56%J.P. Morgan 44%
    $6.3B
  8. 1808
    Gem Realty CapitalChicago, IL · 25 clientsPrivate fund adviser
    Northern Trust 100%
    $6.3B
  9. 1809
    Kovack Advisors, Inc.Ft. Lauderdale, FL · 13,293 clientsWealth managerHybridKovack Securities Inc.
    Fidelity 70%Pershing 30%
    $6.3B
  10. 1810
    The Wealth Consulting GroupLas Vegas, NV · 12,940 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $6.3B
  11. 1811
    Nppg Plan Professionals, LLCShrewsbury, NJ · 64 clientsAsset manager
    Principal Securities 49%Transamerica Capital 40%
    $6.3B
  12. 1812
    Kimmeridge Energy Management Company, LLCNew York, NY · 24 clientsPrivate fund adviser
    No custodian reported
    $6.3B
  13. 1813
    J. Safra Asset Management CorporationNew York City, NY · 3,443 clientsWealth managerBank-affiliatedHybridSafra Securities LLC
    BNY 79%
    $6.3B
  14. 1814
    Creativeone Wealth, LLCOverland Park, KS · 22,291 clientsWealth managerHybridCreativeone Securities, LLC
    Schwab 81%
    $6.3B
  15. 1815
    Pinnacle Asset Management, L.P.New York, NY · 27 clientsPrivate fund adviser
    No custodian reported
    $6.2B
  16. 1816
    Glenmede Investment Management, LPPhiladelphia, PA · 1,025 clientsAsset managerHybrid
    No custodian reported
    $6.2B
  17. 1817
    Aurora Capital Partners Management VI L.P.Los Angeles, CA · 15 clientsPrivate fund adviser
    No custodian reported
    $6.2B
  18. 1818
    Fairfield Realty Advisors LLCSan Diego, CA · 15 clientsPrivate fund adviser
    No custodian reported
    $6.2B
  19. 1819
    Brightwood Capital Advisors, LLCNew York, NY · 40 clientsPrivate fund adviser
    No custodian reported
    $6.2B
  20. 1820
    Investcorp Investment Advisers LLCNew York, NY · 54 clientsPrivate fund adviserHybridInvestcorp Asia Financial Services Private Limited, Investcorp Asset Advisory Services Limited
    No custodian reported
    $6.2B
  21. 1821
    Beck, Mack & Oliver LLCNew York, NY · 1,628 clientsWealth manager
    Schwab 49%Fidelity 33%
    $6.2B
  22. 1822
    Shepherd Financial Investment Advisory LLCCarmel, IN · 1,244 clientsAsset managerHybrid
    SEI 100%
    $6.2B
  23. 1823
    BMO Asset Management Corp.Chicago, IL · 16 clientsPrivate fund adviserHybridBMO Capital Markets Corp., BMO Nesbitt Burns Securities LTD.
    SEI 47%Brown Brothers Harriman Investments 27%
    $6.2B
  24. 1824
    Todd Asset Management LLCLouisville, KY · 71 clientsAsset manager
    BNY 100%
    $6.2B
  25. 1825
    Antares Capital Credit Advisers LLCChicago, IL · 3 clientsAsset managerHybrid
    No custodian reported
    $6.2B
  26. 1826
    Rivernorth Capital Management, LLCWest Palm Beach, FL · 32 clientsAsset managerHybrid
    Fidelity 45%BNY 22%
    $6.2B
  27. 1827
    Riverwood Capital Management L.P.Menlo Park, CA · 14 clientsPrivate fund adviser
    No custodian reported
    $6.2B
  28. 1828
    Tikehau Capital North America LLCNew York, NY · 34 clientsPrivate fund adviserHybrid
    No custodian reported
    $6.2B
  29. 1829
    A Fin Management LLCSunny Isles Beach, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $6.2B
  30. 1830
    Freeman SpogliLos Angeles, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $6.2B
  31. 1831
    Pennantpark Investment Advisers, LLCMiami Beach, FL · 15 clientsAsset manager
    No custodian reported
    $6.2B
  32. 1832
    Lotus Infrastructure Partners, LPGreenwich, CT · 28 clientsPrivate fund adviser
    No custodian reported
    $6.2B
  33. 1833
    Primary Wave IP Investment Management LLCNew York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $6.1B
  34. 1834
    Polen Capital Credit, LLCWaltham, MA · 44 clientsAsset managerHybrid
    Northern Trust 62%
    $6.1B
  35. 1835
    Bell PartnersGreensboro, NC · 30 clientsPrivate fund adviserAffiliated broker-dealerAdvisors Asset Management, Inc., BGO Capital (canada) Inc.
    No custodian reported
    $6.1B
  36. 1836
    Vision Ridge Partners, LLCBoulder, CO · 9 clientsPrivate fund adviser
    No custodian reported
    $6.1B
  37. 1837
    BVF Partners L.P.San Francisco, CA · 5 clientsPrivate fund adviser
    BNP Paribas Securities 91%
    $6.1B
  38. 1838
    SPCAnn Arbor, MI · 30,916 clientsWealth managerHybridParkland Securities, LLC, Sigma Financial Corporation, clears through National Financial Services (Fidelity)
    Fidelity 100%
    $6.1B
  39. 1839
    EJF Capital LPArlington, VA · 140 clientsPrivate fund adviser
    No custodian reported
    $6.1B
  40. 1840
    LM Capital Group, LLCSan Diego, CA · 36 clientsAsset manager
    Northern Trust 53%State Street 28%
    $6.1B

RIAs by state