Sunday, October 25, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K 55ip Expands Unified Managed Accounts with BlackRockRB 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 Expansion
AtlasFinancial ADVSR
Open free

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. 1961
    Stacey Braun Associates IncNew York, NY · 1,091 clientsAsset manager
    PNC Bank 50%Amalgamated Bank 29%
    $5.5B
  2. 1962
    Waldron Private WealthBridgeville, PA · 517 clientsWealth manager
    Fidelity 87%
    $5.5B
  3. 1963
    CQS (US), LLCNew York, NY · 15 clientsPrivate fund adviserHybridJohn Hancock Distributors LLC
    No custodian reported
    $5.5B
  4. 1964
    MJ RetirementCarmel, IN · 193 clientsAsset manager
    Fidelity 75%Empower Retirement 25%
    $5.5B
  5. 1965
    Frontier Asset Management, LLCSheridan, WY · 3,240 clientsAsset manager
    Fidelity 75%Schwab 25%
    $5.5B
  6. 1966
    BrockenbroughRichmond, VA · 568 clientsPrivate fund adviser
    Schwab 100%
    $5.5B
  7. 1967
    Integrum Holdings LPNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $5.5B
  8. 1968
    Disciplined Growth Investors IncMinneapolis, MN · 137 clientsAsset managerHybrid
    Fidelity 44%U.S. Bank 24%
    $5.5B
  9. 1969
    Larson Financial Group, LLCSaint Louis, MO · 4,961 clientsBroker-dealer firmHybridLarson Financial Securities, LLC
    Schwab 83%
    $5.5B
  10. 1970
    Lime RockWestport, CT · 23 clientsPrivate fund adviser
    No custodian reported
    $5.5B
  11. 1971
    Bansk Group LLCNew York, NY · 20 clientsPrivate fund adviser
    No custodian reported
    $5.5B
  12. 1972
    Calamos Wealth Management LLCNaperville, IL · 4,308 clientsWealth managerHybridCalamos Financial Services LLC
    Fidelity 100%
    $5.5B
  13. 1973
    Vestal Point Capital, LPNew York, NY · 3 clientsPrivate fund adviser
    Goldman Sachs 43%Morgan Stanley 42%
    $5.5B
  14. 1974
    Monomoy Capital Management, L.P.Greenwich, CT · 20 clientsPrivate fund adviser
    No custodian reported
    $5.5B
  15. 1975
    Polaris Capital Management, LLCBoston, MA · 24 clientsAsset manager
    State Street 31%BNY 26%Northern Trust 23%
    $5.5B
  16. 1976
    Altos Ventures Management, Inc.Burlingame, CA · 59 clientsPrivate fund adviser
    No custodian reported
    $5.4B
  17. 1977
    Palestra Capital Management LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $5.4B
  18. 1978
    Sentry Management IncWichita Falls, TX · 88 clientsAsset manager
    Federal Home Loan Bank of Dallas 44%The Independent Bankerbank 36%
    $5.4B
  19. 1979
    Stwd Investment Management, LLCMiami Beach, FL · 9 clientsPrivate fund adviserAffiliated broker-dealerStarwood Capital, L.L.C.
    No custodian reported
    $5.4B
  20. 1980
    Bluespring Wealth Management, LLCAustin, TX · 3,250 clientsWealth managerAffiliated broker-dealerKestra Investment Services, LLC
    Schwab 94%
    $5.4B
  21. 1981
    Aquatic Capital Management LLCChicago, IL · 4 clientsPrivate fund adviser
    No custodian reported
    $5.4B
  22. 1982
    Motive Capital Management, LLCNew York, NY · 39 clientsPrivate fund adviser
    No custodian reported
    $5.4B
  23. 1983
    Pension Consultants IncSpringfield, MO · 88 clientsAsset manager
    Matrix Trust 52%Empower Trust Company 26%
    $5.4B
  24. 1984
    True North Advisors, LLCDallas, TX · 1,068 clientsWealth manager
    Schwab 81%
    $5.4B
  25. 1985
    Integrity Alliance, LLCUrbandale, IA · 10,885 clientsBroker-dealer firmHybridIntegrity Capital, LLC
    Schwab 56%Pershing 27%
    $5.4B
  26. 1986
    Stockbridge InvestorsBoston, MA · 2 clientsPrivate fund adviser
    Brown Brothers Harriman & 100%
    $5.4B
  27. 1987
    Tailwind CapitalNew York, NY · 22 clientsPrivate fund adviser
    No custodian reported
    $5.4B
  28. 1988
    Fenimore Asset Management, Inc.Cobleskill, NY · 682 clientsAsset managerHybridFenimore Securities, Inc.
    Schwab 100%
    $5.4B
  29. 1989
    Wellington Funds (US) LLCBoston, MA · 16 clientsPrivate fund adviserAffiliated broker-dealerWellington Funds Distributors Inc.
    No custodian reported
    $5.4B
  30. 1990
    Sands Capital Alternatives, LLCArlington, VA · 34 clientsPrivate fund adviser
    BNY 66%CIBC Mellon Trust 34%
    $5.4B
  31. 1991
    Constellation Wealth AdvisorsCincinnati, OH · 417 clientsWealth manager
    Schwab 100%
    $5.4B
  32. 1992
    HQ Capital Private Equity LLCMiami, FL · 50 clientsPrivate fund adviser
    No custodian reported
    $5.4B
  33. 1993
    First Sentier InvestorsGeorge Town, Grand Cayman, Cayman Islands · 11 clientsPrivate fund adviserHybrid
    No custodian reported
    $5.4B
  34. 1994
    Bain Capital Insurance Solutions, LPBoston, MA · 13 clientsPrivate fund adviserHybridBain Capital Markets, LLC
    U.S. Bank 100%
    $5.4B
  35. 1995
    Quiet Capital Management, LLCSan Francisco, CA · 62 clientsPrivate fund adviser
    No custodian reported
    $5.4B
  36. 1996
    Blackstone Alternative Investment Advisors LLCNew York, NY · 1 clientsAsset managerHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    No custodian reported
    $5.4B
  37. 1997
    Silver Rock Financial LPLos Angeles, CA · 28 clientsPrivate fund adviser
    J.P. Morgan 69%Northern Trust 31%
    $5.4B
  38. 1998
    Cornell CapitalNew York, NY · 20 clientsPrivate fund adviser
    No custodian reported
    $5.4B
  39. 1999
    Ashoka Whiteoak Capital PTE. LTD.Samsung Hub, Singapore · 8 clientsPrivate fund adviser
    J.P. Morgan 81%
    $5.4B
  40. 2000
    Cohen & Steers UK LimitedLondon, United Kingdom · 69 clientsAsset managerAffiliated broker-dealerCohen & Steers Securities, LLC
    J.P. Morgan 54%State Street 31%
    $5.4B

RIAs by state