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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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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. 1881
    T. Rowe Price Advisory Services, Inc.Owings Mills, MD · 13,517 clientsWealth managerPublic-company ownedHybridT. Rowe Price Investment Services, Inc.
    Pershing 100%
    $5.9B
  2. 1882
    Deprince, Race & Zollo, Inc.Winter Park, FL · 80 clientsAsset manager
    Northern Trust 49%State Street 31%
    $5.9B
  3. 1883
    GID Multifamily Investment Management LLCAtlanta, GA · 8 clientsPrivate fund adviser
    No custodian reported
    $5.9B
  4. 1884
    Trilantic North AmericaNew York, NY · 25 clientsPrivate fund adviser
    No custodian reported
    $5.9B
  5. 1885
    Anomaly Capital Management, LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $5.9B
  6. 1886
    HG Vora Capital Management, LLCNew York, NY · 30 clientsPrivate fund adviser
    No custodian reported
    $5.9B
  7. 1887
    PitcairnConshohocken, PA · 330 clientsWealth manager
    Fidelity 94%
    $5.9B
  8. 1888
    American Assets Investment Management, LLCSan Diego, CA · 12 clientsAsset manager
    J.P. Morgan 100%
    $5.9B
  9. 1889
    Complus Asset Management LimitedHong Kong, Hong Kong · 6 clientsPrivate fund adviser
    J.P. Morgan 100%
    $5.9B
  10. 1890
    Complus Asset Management (UK) LimitedLondon, United Kingdom · 6 clientsPrivate fund adviser
    J.P. Morgan 100%
    $5.9B
  11. 1891
    Complus Asset Management (singapore) PTE. LTD.Singapore, Singapore · 6 clientsPrivate fund adviser
    J.P. Morgan 100%
    $5.9B
  12. 1892
    NS Partners LTDLondon, United Kingdom · 20 clientsAsset managerHybrid
    RBC 80%
    $5.9B
  13. 1893
    Mainstreet AdvisorsChicago, IL · 58 clientsAsset manager
    No custodian reported
    $5.9B
  14. 1894
    K5 Global Advisor LLC90 clientsPrivate fund adviser
    No custodian reported
    $5.8B
  15. 1895
    Evanson Financial, LLC DBA Evanson Asset Management980 clientsWealth manager
    Schwab 87%
    $5.8B
  16. 1896
    Torchlight Investors, LLCNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $5.8B
  17. 1897
    Sun Capital Advisors, L.P.Boca Raton, FL · 16 clientsPrivate fund adviser
    No custodian reported
    $5.8B
  18. 1898
    LEE Equity Partners, LLCNew York, NY · 30 clientsPrivate fund adviser
    No custodian reported
    $5.8B
  19. 1899
    The Linonia Partnership LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $5.8B
  20. 1900
    GC Wealth Management RIA, LLCCambridge, MA · 247 clientsWealth manager
    Fidelity 100%
    $5.8B
  21. 1901
    Sabal Investment Advisors, LLCIrvine, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $5.8B
  22. 1902
    Axium Infrastructure US Inc.New York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $5.8B
  23. 1903
    Saluda Grade Asset Management LLCNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $5.8B
  24. 1904
    Mirae Asset Global Investments (USA) LLCNew York, NY · 45 clientsPrivate fund adviserAffiliated broker-dealerMirae Asset Securities (HK) LTD., Mirae Asset Securities (UK) LTD
    No custodian reported
    $5.8B
  25. 1905
    Millstreet Capital Management LLCBoston, MA · 2 clientsPrivate fund adviser
    State Street 100%
    $5.8B
  26. 1906
    Mayflower AdvisorsBoston, MA · 1,225 clientsAsset managerHybrid
    Fidelity 55%Pershing 32%
    $5.8B
  27. 1907
    SYM Financial AdvisorsWinona Lake, IN · 1,959 clientsWealth manager
    Schwab 79%
    $5.8B
  28. 1908
    Prospect RidgeNew York, NY · 30 clientsPrivate fund adviser
    No custodian reported
    $5.8B
  29. 1909
    Fairmount Funds Management LLCWest Conshohocken, PA · 4 clientsPrivate fund adviser
    No custodian reported
    $5.8B
  30. 1910
    Aetos Alternatives ManagementNew York, NY · 104 clientsAsset manager
    State Street 100%
    $5.8B
  31. 1911
    Stepstone Group Private Debt LLCLa Jolla, CA · 9 clientsAsset manager
    No custodian reported
    $5.8B
  32. 1912
    Trium Capital LLPLondon, United Kingdom · 31 clientsPrivate fund adviserAffiliated broker-dealerTCM Wealth Limited
    No custodian reported
    $5.8B
  33. 1913
    Chenavari Investment ManagersLondon, United Kingdom · 28 clientsPrivate fund adviser
    No custodian reported
    $5.8B
  34. 1914
    Threadline WealthBellevue, WA · 1,246 clientsWealth manager
    Schwab 97%
    $5.8B
  35. 1915
    Aquamarine Financial (cayman) LTDGrand Cayman, Cayman Islands · 7 clientsPrivate fund adviser
    CBH Compagnie Bancaire Helvetique SA 100%
    $5.8B
  36. 1916
    Buckhead Capital Management, LLCAtlanta, GA · 203 clientsAsset manager
    Principal Securities 27%US Bancorp National Association 22%Northern Trust 22%BNY 22%
    $5.8B
  37. 1917
    Obra Capital Management, LLC.New York, NY · 64 clientsPrivate fund adviser
    Citi 53%Bank of NY Mellon 47%
    $5.7B
  38. 1918
    Solamere Capital, LLCBoston, MA · 29 clientsPrivate fund adviser
    No custodian reported
    $5.7B
  39. 1919
    Lasalle St. Investment Advisors, L.L.C.Elmhurst, IL · 14,284 clientsWealth managerHybridLasalle St Securities, L.L.C.
    Fidelity 80%
    $5.7B
  40. 1920
    Oasis Investment Strategies LLCChicago, IL · 4 clientsAsset managerAffiliated broker-dealerR.J. O'brien (mena) Capital Limited, R.J. O'brien Securities, LLC, clears through Pershing, BofA Securities
    Chicago Mercantile Exchange 61%
    $5.7B

RIAs by state