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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. 1921
    Becker Capital Management, Inc.Portland, OR · 841 clientsWealth manager
    Schwab 80%
    $5.7B
  2. 1922
    Dalton Investments, Inc.El Segundo, CA · 40 clientsPrivate fund adviser
    BNY 41%State Street 36%Northern Trust 22%
    $5.7B
  3. 1923
    Leadenhall Capital PartnersLondon, United Kingdom · 20 clientsPrivate fund adviser
    BNY 64%Northern Trust 36%
    $5.7B
  4. 1924
    Longpoint Partners LPBoston, MA · 11 clientsPrivate fund adviser
    No custodian reported
    $5.7B
  5. 1925
    Acadian Asset ManagementSydney , NSW, Australia · 13 clientsAsset manager
    No custodian reported
    $5.7B
  6. 1926
    Gladstone Wealth PartnersPalm Beach Gardens, FL · 8,385 clientsWealth managerWrap sponsorHybridIntegrity Alliance, LLC
    LPL Financial 100%
    $5.7B
  7. 1927
    Dynamic Beta Investments LLCGreenwich, CT · 7 clientsAsset manager
    No custodian reported
    $5.7B
  8. 1928
    Cortland Investment Management, LLCAtlanta, GA · 8 clientsPrivate fund adviser
    No custodian reported
    $5.7B
  9. 1929
    Metis Global Partners, LLCSan Diego, CA · 18 clientsPrivate fund adviser
    State Street 63%Northern Trust 37%
    $5.7B
  10. 1930
    Klingman and Associates, LLCNew York, NY · 709 clientsWealth manager
    Raymond James 76%Principal Securities 24%
    $5.7B
  11. 1931
    Altarock Partners LPWest Palm Beach, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $5.7B
  12. 1932
    TFO Wealth PartnersMaumee, OH · 1,986 clientsWealth manager
    Schwab 100%
    $5.7B
  13. 1933
    Gallatin Point Capital LLCGreenwich, CT · 44 clientsPrivate fund adviser
    No custodian reported
    $5.7B
  14. 1934
    Sepio Capital, LPSalt Lake City, UT · 295 clientsWealth manager
    Fidelity 100%
    $5.6B
  15. 1935
    Brave Warrior Advisors, LLCNew York, NY · 116 clientsWealth manager
    Pershing 81%
    $5.6B
  16. 1936
    DynamicPhoenix, AZ · 5,634 clientsWealth manager
    Schwab 82%
    $5.6B
  17. 1937
    DunhamSan Diego, CA · 13,155 clientsBroker-dealer firmHybrid
    Fifth Third Bank 100%
    $5.6B
  18. 1938
    Yale Capital Corp.St. Petersburg, FL · 118 clientsWealth manager
    Schwab 100%
    $5.6B
  19. 1939
    QIC Investments NO. 1 PTY LTDBrisbane Queensland, Australia · 16 clientsPrivate fund adviser
    Northern Trust 100%
    $5.6B
  20. 1940
    Alesco Advisors, LLC, AN ESL CompanyPittsford, NY · 639 clientsAsset managerAffiliated broker-dealerESL Investment Services, LLC, clears through LPL Financial
    Schwab 61%Fidelity Distributors Company 39%
    $5.6B
  21. 1941
    Donald Smith & Co., Inc.New York, NY · 22 clientsAsset manager
    BNY 53%
    $5.6B
  22. 1942
    Geneva Capital Management LLCMilwaukee, WI · 4,049 clientsAsset managerHybrid
    Morgan Stanley 42%Northern Trust 30%J.P. Morgan 28%
    $5.6B
  23. 1943
    Pentegra Investors, Inc.Shelton, CT · 250 clientsAsset managerHybridPentegra Distributors Inc.
    BNY 92%
    $5.6B
  24. 1944
    Allegheny Financial GroupPittsburgh, PA · 3,971 clientsWealth managerWrap sponsor
    Fidelity 100%
    $5.6B
  25. 1945
    PlanpilotChicago, IL · 172 clientsAsset manager
    Tiaa-Cref Trust Company, FSB 100%
    $5.6B
  26. 1946
    Stratos Wealth Advisors LLCBeachwood, OH · 5,023 clientsWealth managerBank-affiliatedHybridSEI Investments (south Africa) Limited, SEI Investments Distribution Co.
    Fidelity 61%Schwab 39%
    $5.6B
  27. 1947
    Madison Realty CapitalNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $5.6B
  28. 1948
    Antarctica Investment Advisors, LLCNew York, NY · 36 clientsAsset managerHybridPalmer Capital Advisors, LLC
    U.S. Bancorp 62%
    $5.6B
  29. 1949
    Alphapoint, Inc.Corona Del Mar, CA · 115 clientsAsset manager
    Fidelity 48%
    $5.6B
  30. 1950
    BalentineAtlanta, GA · 464 clientsWealth manager
    Pershing 100%
    $5.5B
  31. 1951
    Green Court Capital Management LimitedCentral, Hong Kong, Hong Kong · 12 clientsAsset manager
    Citi 57%State Street 43%
    $5.5B
  32. 1952
    Vintage Investment PartnersHerzliya Pituach, Israel · 51 clientsPrivate fund adviser
    No custodian reported
    $5.5B
  33. 1953
    Aikya Investment Management LimitedLondon, United Kingdom · 10 clientsPrivate fund adviser
    No custodian reported
    $5.5B
  34. 1954
    Integrated Advisors Network LLCDallas, TX · 7,612 clientsWealth managerHybrid
    Schwab 66%Fidelity 33%
    $5.5B
  35. 1955
    Wainwright Investment Counsel LLCBoston, MA · 214 clientsAsset managerHybridWFS, LLC
    M&t Bank 100%
    $5.5B
  36. 1956
    Smead Capital Management, Inc.Phoenix, AZ · 185 clientsAsset managerHybrid
    No custodian reported
    $5.5B
  37. 1957
    71 West Capital PartnersBoston, MA · 173 clientsWealth managerWrap sponsor
    Pershing 100%
    $5.5B
  38. 1958
    Crescent Grove AdvisorsLake Forest, IL · 382 clientsWealth manager
    Fidelity 100%
    $5.5B
  39. 1959
    Sierra Investment Partners, Inc.Walnut Creek, CA · 120 clientsAsset manager
    U.S. Bank 34%Northern Trust 23%Midwest Institutional 23%
    $5.5B
  40. 1960
    Tuttle Capital Management, LLC81 clientsAsset manager
    No custodian reported
    $5.5B

RIAs by state