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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. 2161
    DME Capital Management, LPNew York, NY · 7 clientsPrivate fund adviser
    Jefferies 100%
    $4.8B
  2. 2162
    Covalis Capital LLPLondon, United Kingdom · 16 clientsPrivate fund adviser
    No custodian reported
    $4.8B
  3. 2163
    Contrarian Capital Management LLCGreenwich, CT · 24 clientsPrivate fund adviser
    J.P. Morgan 79%
    $4.8B
  4. 2164
    Brownson, Rehmus & Foxworth, Inc.Chicago, IL · 263 clientsWealth manager
    Schwab 100%
    $4.8B
  5. 2165
    Highpoint Planning PartnersDowners Grove, IL · 9,258 clientsWealth managerWrap sponsorHybrid
    LPL Financial 83%
    $4.8B
  6. 2166
    Foster Group, Inc.West Des Moines, IA · 2,101 clientsWealth manager
    Schwab 92%
    $4.8B
  7. 2167
    Gladstone Management CorporationMcLean, VA · 5 clientsAsset managerHybridGladstone Securities, LLC, clears through RBC Capital Markets
    No custodian reported
    $4.8B
  8. 2168
    Nations Financial Group, Inc.Cedar Rapids, IA · 5,569 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $4.8B
  9. 2169
    Pertento Advisors LLC5 clientsPrivate fund adviser
    No custodian reported
    $4.8B
  10. 2170
    Avidian Wealth SolutionsHouston, TX · 1,895 clientsWealth managerHybrid
    Fidelity Distributors Company 83%
    $4.8B
  11. 2171
    Claros Reit Management LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $4.8B
  12. 2172
    The Ascent Group, LLCVirginia Beach, VA · 4,292 clientsWealth managerHybridAlera Securities LLC
    Fidelity 39%Schwab 34%Assetmark Trust 27%
    $4.8B
  13. 2173
    Covalis (gibraltar) LimitedMidtown, Queensway, Gibraltar · 15 clientsPrivate fund adviser
    No custodian reported
    $4.8B
  14. 2174
    IFG Advisory, LLCAtlanta, GA · 9,202 clientsWealth managerHybrid
    LPL Financial 100%
    $4.8B
  15. 2175
    East Rock Capital, LLCNew York, NY · 25 clientsPrivate fund adviser
    No custodian reported
    $4.8B
  16. 2176
    Robeco Institutional Asset Management US IncNew York, NY · 17 clientsAsset managerHybridBoston Partners Securities, L.L.C.
    BNY 39%State Street 27%
    $4.8B
  17. 2177
    GWN Securities Inc.Palm Beach Gardens, FL · 37,793 clientsBroker-dealer firmHybridAbacus Investments, Inc., Money Concepts Capital Corp, clears through Hilltop Securities
    Fidelity 56%Matrix Trust 44%
    $4.8B
  18. 2178
    Bbam US LPDallas, TX · 28 clientsPrivate fund adviser
    No custodian reported
    $4.8B
  19. 2179
    PPB Advisors, LLCWest Conshohocken, PA · 119 clientsPrivate fund adviserHybrid
    No custodian reported
    $4.8B
  20. 2180
    Mesarete Capital LLPLondon, United Kingdom · 8 clientsPrivate fund adviser
    No custodian reported
    $4.7B
  21. 2181
    BC Advisors, LLCMt. Laurel, NJ · 102 clientsWealth managerHybridMafg RIA Services, Inc.
    No custodian reported
    $4.7B
  22. 2182
    Axiom Alternative InvestmentsParis, France · 20 clientsPrivate fund adviser
    No custodian reported
    $4.7B
  23. 2183
    Symmetry PartnersGlastonbury, CT · 8,909 clientsWealth managerHybrid
    Axos 64%Schwab 36%
    $4.7B
  24. 2184
    JFS Wealth Advisors, LLCHermitage, PA · 2,340 clientsWealth managerAffiliated broker-dealer
    Schwab 72%Fidelity 28%
    $4.7B
  25. 2185
    Kinetic Partners Management, LPMiami, FL · 10 clientsPrivate fund adviser
    No custodian reported
    $4.7B
  26. 2186
    Washington Harbour Partners LPArlington, VA · 76 clientsPrivate fund adviser
    No custodian reported
    $4.7B
  27. 2187
    Armistice Capital LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $4.7B
  28. 2188
    Investcorp Investment Solutions LLCNew York, NYAsset managerHybridInvestcorp Asia Financial Services Private Limited, Investcorp Asset Advisory Services Limited
    No custodian reported
    $4.7B
  29. 2189
    Acasta Partners US LLCBoca Raton, FL · 3 clientsPrivate fund adviser
    Northern Trust 100%
    $4.7B
  30. 2190
    Maritime Partners, LLCMetairie, LA · 7 clientsPrivate fund adviser
    No custodian reported
    $4.7B
  31. 2191
    Redmile GroupLarkspur, CA · 26 clientsPrivate fund adviser
    No custodian reported
    $4.7B
  32. 2192
    Klingenstein Fields AdvisorsNew York, NY · 1,309 clientsWealth managerHybrid
    Schwab 100%
    $4.7B
  33. 2193
    Kotak Mahindra Asset Management (singapore) PTE. LTD.Singapore, Singapore · 10 clientsPrivate fund adviserAffiliated broker-dealerKotak Mahindra (UK) Limited, Kotak Mahindra (international) Limited
    Northern Trust 66%
    $4.7B
  34. 2194
    Menlo EquitiesMenlo Park, CA · 12 clientsPrivate fund adviser
    No custodian reported
    $4.7B
  35. 2195
    Pacific Financial Group, LLCNashville, TN · 17 clientsAsset manager
    No custodian reported
    $4.7B
  36. 2196
    MCF Advisors, LLCLexington, KY · 3,539 clientsWealth manager
    Schwab 87%
    $4.7B
  37. 2197
    Yaupon Capital Management LPNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $4.7B
  38. 2198
    Clearwater Management Co., Inc.St Paul, MN · 13 clientsAsset manager
    No custodian reported
    $4.7B
  39. 2199
    Route One Investment Company, L.P.San Francisco, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $4.7B
  40. 2200
    Bragg Financial Advisors IncCharlotte, NC · 1,613 clientsWealth manager
    Pershing 87%
    $4.7B

RIAs by state