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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. 2121
    Impactassets Capital Partners PB LLCBethesda, MD · 1 clientsAsset manager
    Schwab 55%Northern Trust 36%
    $4.9B
  2. 2122
    KKR Credit Advisors (singapore) PTE. LTD.Singapore, Singapore · 11 clientsPrivate fund adviserAffiliated broker-dealerGlobal Atlantic Distributors, LLC, KKR Australia Investment Management PTY Limited
    State Street 100%
    $4.9B
  3. 2123
    MC Credit Partners LPStamford, CT · 18 clientsPrivate fund adviserHybrid
    No custodian reported
    $4.9B
  4. 2124
    Hamilton CapitalColumbus, OH · 2,963 clientsWealth manager
    Schwab 100%
    $4.9B
  5. 2125
    Cornerstone Wealth Management, LLCDes Peres, MO · 12,691 clientsWealth managerHybrid
    LPL Financial 100%
    $4.9B
  6. 2126
    Fiduciaryvest, LLCAtlanta, GA · 37 clientsAsset manager
    State Street 41%Merrill / Bank of America 38%
    $4.9B
  7. 2127
    Neuberger Berman Loan Advisers LLCChicago, IL · 13 clientsPrivate fund adviserHybridNeuberger Berman BD LLC
    No custodian reported
    $4.9B
  8. 2128
    Senator Investment Group LPNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $4.9B
  9. 2129
    AGF InvestmentsBoston, MA · 22 clientsPrivate fund adviserHybrid
    No custodian reported
    $4.9B
  10. 2130
    StashNew York, NY · 1,138,270 clientsWealth managerPublic-company ownedHybridStash Capital LLC, clears through Apex Clearing
    Apex Fintech 100%
    $4.9B
  11. 2131
    Granger Management LLCNew York, NY · 15 clientsAsset manager
    Northern Trust 98%
    $4.9B
  12. 2132
    GSA Capital Partners LLPLondon, United Kingdom · 9 clientsPrivate fund adviser
    No custodian reported
    $4.9B
  13. 2133
    Quotient Wealth Partners, LLCDallas, TX · 2,355 clientsWealth manager
    Fidelity 100%
    $4.9B
  14. 2134
    Advantage Advisers Multi-Manager, L.L.C.New York, NY · 2 clientsAsset managerAffiliated broker-dealerOppenheimer & Co. Inc., Oppenheimer Europe LTD
    No custodian reported
    $4.9B
  15. 2135
    Swiss RE Insurance-Linked Strategies Inc.New York, NY · 5 clientsPrivate fund adviserHybridSwiss RE Capital Markets Corporation, Swiss RE Capital Markets Europe S.A.
    No custodian reported
    $4.9B
  16. 2136
    G10 LLCHunt Valley, MD · 138 clientsPrivate fund adviser
    Northern Trust 76%Fidelity 24%
    $4.9B
  17. 2137
    Private Management Group IncIrvine, CA · 3,594 clientsWealth manager
    Schwab 100%
    $4.9B
  18. 2138
    Edgestream Partners, L.P.Princeton, NJ · 3 clientsPrivate fund adviser
    No custodian reported
    $4.9B
  19. 2139
    Ghisallo Capital Management LLCBoston, MA · 6 clientsPrivate fund adviser
    No custodian reported
    $4.9B
  20. 2140
    J. Goldman & Co., L.P.New York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $4.9B
  21. 2141
    Lucid Management and Capital Partners LPNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $4.9B
  22. 2142
    Taconic Capital Advisors LPNew York, NY · 32 clientsPrivate fund adviser
    Barclays Bank PLC 100%
    $4.9B
  23. 2143
    Hill City Capital LPBoston, MA · 6 clientsPrivate fund adviser
    No custodian reported
    $4.9B
  24. 2144
    Madison Asset ManagementMadison, WI · 36 clientsAsset managerHybridMFD Distributor, LLC
    No custodian reported
    $4.9B
  25. 2145
    Pennybacker Capital Management, LLCAustin, TX · 33 clientsPrivate fund adviser
    No custodian reported
    $4.9B
  26. 2146
    Energy Impact Partners LPNew York, NY · 16 clientsPrivate fund adviser
    No custodian reported
    $4.9B
  27. 2147
    Heritage Wealth AdvisorsRichmond, VA · 451 clientsWealth manager
    Fidelity 78%
    $4.9B
  28. 2148
    Brightstar Capital PartnersNew York, NY · 18 clientsPrivate fund adviser
    No custodian reported
    $4.8B
  29. 2149
    Compound Planning, Inc.New York, NY · 13,653 clientsWealth managerHybrid
    Schwab 63%Fidelity 37%
    $4.8B
  30. 2150
    Rubicon Technology Management L.L.C.Boulder, CO · 15 clientsPrivate fund adviser
    No custodian reported
    $4.8B
  31. 2151
    Encompass Capital Advisors LLCNew York, NY · 10 clientsPrivate fund adviser
    Morgan Stanley 79%
    $4.8B
  32. 2152
    Chicago Capital, LLCChicago, IL · 838 clientsWealth manager
    Fidelity 86%
    $4.8B
  33. 2153
    Carronade Capital Management, LPDarien, CT · 7 clientsPrivate fund adviser
    No custodian reported
    $4.8B
  34. 2154
    Macquarie Wealth Advisers, LLCNew York, NY · 29 clientsAsset managerHybridMacquarie Capital (USA) Inc.
    No custodian reported
    $4.8B
  35. 2155
    SRB CorporationBoston, MA · 20 clientsAsset manager
    Northern Trust 100%
    $4.8B
  36. 2156
    Siris Capital Group, LLCWest Palm Beach, FL · 10 clientsPrivate fund adviser
    No custodian reported
    $4.8B
  37. 2157
    Star Asia ManagementMount Laurel, NJ · 8 clientsPrivate fund adviser
    No custodian reported
    $4.8B
  38. 2158
    Cardinal Point Wealth ManagementToronto, On, Canada · 2,387 clientsWealth managerAffiliated broker-dealer
    National Bank Independent Network 49%
    $4.8B
  39. 2159
    Sowell ManagementNorth Little Rock, AR · 6,624 clientsWealth managerHybridPrivate Client Services, LLC, Purshe Kaplan Sterling Investments, Inc., clears through National Financial Services (Fidelity), Hilltop Securities
    Fidelity 67%Schwab 33%
    $4.8B
  40. 2160
    Cidel Asset Management IncToronto, Ontario, Canada · 1,547 clientsAsset manager
    Cidel Trust Company Canada 70%
    $4.8B

RIAs by state