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. 2081
    First Foundation AdvisorsIrvine, CA · 1,316 clientsWealth managerBank-affiliated
    Schwab 100%
    $5.1B
  2. 2082
    Oberweis Asset Management IncLisle, IL · 108 clientsAsset managerHybridOberweis Securities, Inc.
    Northern Trust 50%BNY 50%
    $5.1B
  3. 2083
    Trueplan Benefit and Retirement AdvisorsRensselaer, NY · 48 clientsBroker-dealer firmHybrid
    No custodian reported
    $5.1B
  4. 2084
    Percheron CapitalSan Francisco, CA · 14 clientsPrivate fund adviser
    No custodian reported
    $5.1B
  5. 2085
    TCG Crossover Management, LLCPalo Alto, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $5.1B
  6. 2086
    Wellspring Family OfficeCleveland, OH · 148 clientsWealth manager
    Fidelity 100%
    $5.1B
  7. 2087
    Three Bell Capital LLCDallas, TX · 628 clientsAsset manager
    Schwab 100%
    $5.1B
  8. 2088
    Newport Group Consulting, LLCLake Mary, FL · 3,761 clientsAsset managerHybridAscensus Broker Dealer Services, LLC, Kroll Securities LLC
    Ascensus Trust 100%
    $5.1B
  9. 2089
    Maplelane Capital, LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $5.0B
  10. 2090
    Daymark Wealth Partners, LLCCincinnati, OH · 2,107 clientsWealth manager
    Fidelity 57%Schwab 43%
    $5.0B
  11. 2091
    Prosperity - AN Eisneramper CompanyOwings Mills, MD · 2,412 clientsWealth managerHybrid
    Schwab 100%
    $5.0B
  12. 2092
    Luxor Capital Group, LPNew York, NY · 37 clientsPrivate fund adviser
    Goldman Sachs 37%J.P. Morgan 34%Schwab 29%
    $5.0B
  13. 2093
    TFO Family Office PartnersPhoenix, AZ · 306 clientsWealth manager
    Schwab 100%
    $5.0B
  14. 2094
    Cain, Watters & Associates, LLCFrisco, TX · 3,397 clientsWealth managerBank-affiliatedAffiliated broker-dealerSanders Morris LLC
    Schwab 55%T Bank 45%
    $5.0B
  15. 2095
    MSR Capital Partners, LLCNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $5.0B
  16. 2096
    Wellspring Capital Advisors, LLC14 clientsAsset manager
    No custodian reported
    $5.0B
  17. 2097
    RiverbridgeMinneapolis, MN · 3,656 clientsWealth managerHybrid
    Schwab 100%
    $5.0B
  18. 2098
    Coastal Bridge AdvisorsWestport, CT · 1,997 clientsWealth managerAffiliated broker-dealer
    Pershing 66%Fidelity 34%
    $5.0B
  19. 2099
    Kennedy Capital ManagementSt Louis, MO · 213 clientsAsset managerHybridSanctuary Securities, Inc.
    Northern Trust 55%State Street 24%
    $5.0B
  20. 2100
    Kirkoswald Capital Management LimitedLondon, United Kingdom · 17 clientsPrivate fund adviser
    No custodian reported
    $5.0B
  21. 2101
    Finepoint Capital LPBoston, MA · 2 clientsPrivate fund adviser
    No custodian reported
    $5.0B
  22. 2102
    Rockbridge Capital, LLCColumbus, OH · 23 clientsPrivate fund adviserHybrid
    No custodian reported
    $5.0B
  23. 2103
    Stifel Independent Advisors, LLCSt Louis, MO · 7,902 clientsBroker-dealer firmHybridAlliancebernstein Investments, Inc., Bernstein Institutional Services LLC
    No custodian reported
    $5.0B
  24. 2104
    SavvyNew York, NY · 4,613 clientsWealth managerHybridSavvy Wealth Management LLC
    Schwab 57%Fidelity 43%
    $5.0B
  25. 2105
    Graham Partners, LLCNewtown Square, PA · 31 clientsPrivate fund adviser
    No custodian reported
    $5.0B
  26. 2106
    Fiera Capital (UK) LimitedLondon, United Kingdom · 6 clientsPrivate fund adviser
    No custodian reported
    $5.0B
  27. 2107
    Meridian Wealth Management, LLCLexington, KY · 5,533 clientsWealth manager
    Schwab 54%Pershing 42%
    $5.0B
  28. 2108
    Gulf International Bank (UK) LimitedLondon, United Kingdom · 6 clientsAsset managerAffiliated broker-dealerGIB Capital
    HSBC Bank PLC 100%
    $5.0B
  29. 2109
    Advance Capital Management IncSouthfield, MI · 7,365 clientsWealth manager
    Schwab 100%
    $5.0B
  30. 2110
    JVP ManagementNew York, NY · 49 clientsPrivate fund adviser
    TD Bank 49%Flagstar Bank 28%Valley National Bank 23%
    $5.0B
  31. 2111
    Atalanta Sosnoff Capital, LLCNew York, NY · 186 clientsAsset managerAffiliated broker-dealerEvercore Group L.L.C.
    BNY 35%J.P. Morgan 22%
    $5.0B
  32. 2112
    Hound PartnersNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $5.0B
  33. 2113
    Slavic Mutual Funds Management Corp.Boca Raton, FL · 655 clientsAsset manager
    Fidelity 76%American Trust Custody 24%
    $5.0B
  34. 2114
    Avenue Capital Management II, L.P.New York, NY · 35 clientsPrivate fund adviserAffiliated broker-dealerAmroc Investments, LLC
    No custodian reported
    $5.0B
  35. 2115
    Empyrean Capital Partners, LPLos Angeles, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $5.0B
  36. 2116
    Northcoast Asset Management LLCStamford, CT · 4,486 clientsWealth managerAffiliated broker-dealer
    Fidelity 100%
    $5.0B
  37. 2117
    Maseco Private WealthLondon, United Kingdom · 3,510 clientsWealth managerPublic-company owned
    Pershing 82%
    $5.0B
  38. 2118
    Southstate Private Capital Management LLCColumbia, SC · 712 clientsAsset managerHybridSouthstate Securities Corp., clears through Pershing
    Southstate Bank 79%
    $5.0B
  39. 2119
    Destination Wealth ManagementWalnut Creek, CA · 2,299 clientsWealth manager
    Schwab 100%
    $4.9B
  40. 2120
    Vittoria and Partners LLPLondon, United Kingdom · 16 clientsPrivate fund adviser
    No custodian reported
    $4.9B

RIAs by state