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Est. 2026The front page of wealth managementNew York

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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
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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. 2001
    Sofinnova Investments, Inc.Menlo Park, CA · 20 clientsPrivate fund adviser
    Goldman Sachs 54%Merrill / Bank of America 29%
    $5.4B
  2. 2002
    TCI Wealth Advisors, Inc.Tucson, AZ · 3,268 clientsWealth manager
    Schwab 100%
    $5.4B
  3. 2003
    Frost Investment Advisors, LLCSan Antonio, TX · 9 clientsAsset managerHybridFrost Brokerage Services, Inc., clears through National Financial Services (Fidelity)
    Frost Bank 100%
    $5.4B
  4. 2004
    Western Wealth Management LLCGolden, CO · 11,253 clientsWealth managerHybrid
    LPL Financial 87%
    $5.4B
  5. 2005
    Cove Hill Partners, L.P.Boston, MA · 11 clientsPrivate fund adviser
    No custodian reported
    $5.4B
  6. 2006
    Mantle Ridge LPNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $5.3B
  7. 2007
    Aliya Capital Partners LLCMiami, FL · 217 clientsPrivate fund adviserAffiliated broker-dealerLeste USA, LLC
    Schwab 100%
    $5.3B
  8. 2008
    Mackenzie Investments Europe LimitedDublin 4, Ireland · 9 clientsPrivate fund adviserAffiliated broker-dealerIG Wealth Management Inc., Mackenzie Financial Corporation
    Northern Trust 100%
    $5.3B
  9. 2009
    David Vaughan Investments, LLCPeoria, IL · 1,240 clientsWealth managerBank-affiliated
    Schwab 100%
    $5.3B
  10. 2010
    Arena Capital AdvisorsLos Angeles, CA · 40 clientsPrivate fund adviser
    No custodian reported
    $5.3B
  11. 2011
    Polus Capital Management LimitedLondon, United Kingdom · 17 clientsPrivate fund adviserHybridBanca Monte DEI Paschi DI Siena S.P.A., Mediobanca - Banca DI Credito Finanziario S.P.A.
    No custodian reported
    $5.3B
  12. 2012
    Family Manage LLCNew York, NY · 761 clientsAsset manager
    Pershing 97%
    $5.3B
  13. 2013
    Mainstay Capital Management, LLCGrand Blanc, MI · 3,454 clientsWealth manager
    Schwab 99%
    $5.3B
  14. 2014
    Pictet North America Advisors SAGeneva 73, Switzerland · 800 clientsWealth managerBank-affiliatedAffiliated broker-dealerBank Pictet & CIE (europe) AG, Banque Pictet & CIE SA
    Banque Pictet & CIE SA 100%
    $5.3B
  15. 2015
    Pamlico CapitalCharlotte, NC · 7 clientsPrivate fund adviser
    No custodian reported
    $5.3B
  16. 2016
    BIP Wealth, LLCAtlanta, GA · 3,146 clientsWealth managerHybrid
    Schwab 61%Fidelity 39%
    $5.3B
  17. 2017
    Alera Investment Advisors, LLCDeerfield, IL · 2,466 clientsAsset managerHybridAlera Securities LLC
    Fidelity 100%
    $5.3B
  18. 2018
    Rehmann WealthLansing, MI · 2,549 clientsWealth managerHybridRehmann Financial Network, LLC
    No custodian reported
    $5.3B
  19. 2019
    Constitution Capital Equity Partners LPAndover, MA · 33 clientsPrivate fund adviserHybrid
    No custodian reported
    $5.3B
  20. 2020
    Denham Capital Management LPBoston, MA · 12 clientsPrivate fund adviser
    No custodian reported
    $5.3B
  21. 2021
    Alumina Investment ManagementCharlotte, NCAsset manager
    BNY 100%
    $5.3B
  22. 2022
    MHR Fund Management LLCNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $5.3B
  23. 2023
    Zais GroupHolmdel, NJ · 30 clientsPrivate fund adviser
    State Street 59%The Bank of NY Mellon 41%
    $5.3B
  24. 2024
    Dextra PartnersNew York, NY · 14 clientsPrivate fund adviser
    No custodian reported
    $5.3B
  25. 2025
    Caledonia (private) Investments PTY LimitedSydney, Australia · 42 clientsPrivate fund adviser
    UBS 44%J.P. Morgan 23%
    $5.3B
  26. 2026
    Value Partners Hong Kong LimitedHong Kong, Hong Kong · 28 clientsPrivate fund adviser
    No custodian reported
    $5.2B
  27. 2027
    Venture Visionary Partners LLCSylvania, OH · 2,810 clientsWealth managerHybrid
    Schwab 100%
    $5.2B
  28. 2028
    Glendon Capital Management L.P.Santa Monica, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $5.2B
  29. 2029
    Zimmer Partners, LPNew York, NY · 16 clientsPrivate fund adviser
    Barclays Capital 100%
    $5.2B
  30. 2030
    Investment Management GroupBillings, MT · 1,532 clientsAsset manager
    Schwab 100%
    $5.2B
  31. 2031
    Spruce House Investment Management LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $5.2B
  32. 2032
    Forest Investment AssociatesAtlanta, GA · 16 clientsAsset manager
    No custodian reported
    $5.2B
  33. 2033
    Standard Investments LLCNew York, NY · 14 clientsPrivate fund adviser
    Merrill / Bank of America 100%
    $5.2B
  34. 2034
    HC Capital Partners, LLCWest Conshohocken, PA · 29 clientsPrivate fund adviser
    No custodian reported
    $5.2B
  35. 2035
    Linscomb Wealth, Inc.Houston, TX · 1,665 clientsWealth managerBank-affiliatedAffiliated broker-dealer
    Schwab 64%Fidelity 36%
    $5.2B
  36. 2036
    Lovell MinnickRadnor, PA · 38 clientsPrivate fund adviserAffiliated broker-dealer
    No custodian reported
    $5.2B
  37. 2037
    Skye Global Management LPWest Palm Beach, FL · 3 clientsPrivate fund adviser
    Goldman Sachs 100%
    $5.2B
  38. 2038
    Twin Bridge Capital Partners, LLCChicago, IL · 13 clientsPrivate fund adviser
    No custodian reported
    $5.2B
  39. 2039
    GentrustMiami, FL · 277 clientsWealth managerPublic-company ownedHybrid
    Fidelity 66%J.P. Morgan 34%
    $5.2B
  40. 2040
    Davidson Investment Advisors, Inc.Great Falls, MT · 4,407 clientsWealth managerWrap sponsorHybridD.A. Davidson & Co.
    D.A. Davidson & 64%
    $5.2B

RIAs by state