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. 2041
    Profund Advisors LLCBethesda, MD · 118 clientsAsset managerHybridProfunds Distributors, Inc.
    No custodian reported
    $5.2B
  2. 2042
    KrilogySt. Louis, MO · 3,204 clientsWealth managerHybrid
    Schwab 86%
    $5.2B
  3. 2043
    Paine Schwartz Partners, LLCNew York, NY · 18 clientsPrivate fund adviser
    No custodian reported
    $5.2B
  4. 2044
    Baker Tilly Wealth Management, LLCMadison, WI · 753 clientsAsset managerHybridBaker Tilly Capital, LLC
    Schwab 28%UMB Bank 23%
    $5.2B
  5. 2045
    Bear Creek Asset Management, LLCDenver, CO · 189 clientsAsset managerHybridBear Creek Securities LLC
    Pershing 100%
    $5.2B
  6. 2046
    Investcorp Corsair Infrastructure Partners, L.P.New York, NY · 15 clientsPrivate fund adviserHybridCorsair Advisors LLC, ICM Nominees Holding Limited
    No custodian reported
    $5.2B
  7. 2047
    Leading Edge Investment Advisors,llcSan Francisco, CA · 12 clientsAsset manager
    State Street 71%
    $5.2B
  8. 2048
    Legacy Advisors, LLCPlymouth Meeting, PA · 317 clientsWealth managerHybrid
    Pershing 83%
    $5.2B
  9. 2049
    Insigneo Advisory Services, LLCMiami, FL · 4,473 clientsAsset managerHybridHencorp, S.a De C.V., Insigneo Securities, LLC, clears through Pershing
    Pershing 100%
    $5.2B
  10. 2050
    Asset Strategy Consultants LLCHunt Valley, MD · 48 clientsAsset manager
    No custodian reported
    $5.2B
  11. 2051
    Jefferies Investment Advisers LLCNew York, NY · 2,020 clientsAsset managerHybridJefferies LLC
    Pershing 100%
    $5.2B
  12. 2052
    Hines Capital Advisors LLCHouston, TX · 10 clientsPrivate fund adviserHybridHines Private Wealth Solutions LLC
    No custodian reported
    $5.1B
  13. 2053
    Altamar Partners North America LLCNew York, NYAsset managerAffiliated broker-dealer
    No custodian reported
    $5.1B
  14. 2054
    Radcliffe Capital Management, L.P.Bala Cynwyd, PA · 24 clientsPrivate fund adviser
    State Street 38%TD Prime Services 32%BNY 31%
    $5.1B
  15. 2055
    Tectonic Advisors LLCFrisco, TX · 2,377 clientsWealth managerBank-affiliatedAffiliated broker-dealerSanders Morris LLC
    Schwab 56%Tbank 44%
    $5.1B
  16. 2056
    Gemspring Capital Management, LPWestport, CT · 15 clientsPrivate fund adviser
    No custodian reported
    $5.1B
  17. 2057
    Nexus Capital Management LPLos Angeles, CA · 15 clientsPrivate fund adviser
    No custodian reported
    $5.1B
  18. 2058
    NUT Tree Capital Management, LPNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $5.1B
  19. 2059
    Starr Private Equity Partners, LLCNew York, NY · 25 clientsPrivate fund adviser
    No custodian reported
    $5.1B
  20. 2060
    Crescent Real Estate LLCFort Worth, TX · 43 clientsPrivate fund adviser
    No custodian reported
    $5.1B
  21. 2061
    Tomales Bay Capital43 clientsPrivate fund adviser
    No custodian reported
    $5.1B
  22. 2062
    Corient IA LPMiami, FL · 187 clientsPrivate fund adviserAffiliated broker-dealerGlasfunds Securities, LLC
    No custodian reported
    $5.1B
  23. 2063
    Serent Capital Management Company, L.L.C.San Francisco, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $5.1B
  24. 2064
    Duration Capital Partners LLCNew York, NY · 22 clientsPrivate fund adviser
    No custodian reported
    $5.1B
  25. 2065
    White Oak Global Advisors, LLCSan Francisco, CA · 55 clientsPrivate fund adviserHybridWhite Oak Merchant Partners LLC
    Northern Trust 52%BNY 48%
    $5.1B
  26. 2066
    DWS Investments Hong Kong LimitedHong Kong, China · 11 clientsPrivate fund adviserAffiliated broker-dealerDeutsche Bank AG, Deutsche Bank Securities Inc.
    BNY 100%
    $5.1B
  27. 2067
    Genter Capital ManagementLos Angeles, CA · 4,294 clientsWealth managerHybrid
    Schwab 100%
    $5.1B
  28. 2068
    Baypine Holdings LPBoston, MA · 9 clientsPrivate fund adviser
    No custodian reported
    $5.1B
  29. 2069
    Eversource Wealth Advisors, LLCBirmingham, AL · 4,338 clientsWealth manager
    Schwab 65%Fidelity 35%
    $5.1B
  30. 2070
    Moran Wealth Management, LLCNaples, FL · 1,694 clientsWealth manager
    Pershing 100%
    $5.1B
  31. 2071
    TaikoChicago, IL · 12 clientsAsset manager
    Schwab 100%
    $5.1B
  32. 2072
    Stonex Advisors Inc.Birmingham, AL · 9,843 clientsWealth managerPublic-company ownedHybridStonex Financial Inc., Stonex International Securities Inc., clears through Pershing, BofA Securities
    Stonex Financial 86%
    $5.1B
  33. 2073
    Indus Capital Partners, LLCNew York, NY · 17 clientsPrivate fund adviser
    J.P. Morgan 35%Morgan Stanley 34%
    $5.1B
  34. 2074
    New England Private Wealth Advisors, LLCWellesley, MA · 434 clientsWealth manager
    Fidelity 53%Schwab 47%
    $5.1B
  35. 2075
    Pennington Partners & Co., LLCBethesda, MD · 112 clientsWealth manager
    Fidelity 60%Schwab 40%
    $5.1B
  36. 2076
    BakeravenueSan Francisco, CA · 1,024 clientsWealth manager
    Fidelity 74%Schwab 26%
    $5.1B
  37. 2077
    Carrington Capital Management, LLCOld Greenwich, CT · 14 clientsAsset manager
    No custodian reported
    $5.1B
  38. 2078
    The Pacific Financial Group, Inc.Nashville, TN · 16,832 clientsWealth managerHybrid
    Fidelity Distributors Company 53%Schwab 28%
    $5.1B
  39. 2079
    TT InternationalLondon, United Kingdom · 26 clientsPrivate fund adviserAffiliated broker-dealerSmbc Nikko Capital Markets LTD
    Northern Trust 39%HSBC Securities Services 31%BNY 30%
    $5.1B
  40. 2080
    Metropolis Capital LimitedAmersham, Buckinghamshire, United Kingdom · 11 clientsPrivate fund adviser
    State Street 54%Northern Trust 24%
    $5.1B

RIAs by state