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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. 2201
    Shelter Growth Capital Partners LLCStamford, CT · 40 clientsAsset manager
    Wilmington Trust 86%
    $4.7B
  2. 2202
    Acre Manager, LLCNew York, NY · 24 clientsPrivate fund adviser
    No custodian reported
    $4.7B
  3. 2203
    Clearwater Advisors, LLCBoise, ID · 32 clientsAsset manager
    U.S. Bancorp Investments 75%BNY 25%
    $4.7B
  4. 2204
    Diversify Advisory Services, LLCSouth Jordan, UT · 5,322 clientsWealth managerHybridDfpg Investments, LLC, Wade Read Capital, LLC
    Schwab 52%Fidelity 48%
    $4.6B
  5. 2205
    Forza Investment Group, LPSummit, NJ · 14 clientsPrivate fund adviser
    Goldman Sachs 100%
    $4.6B
  6. 2206
    CG Advisory ServicesWilliamston, MI · 5,614 clientsWealth managerHybrid
    LPL Financial 88%
    $4.6B
  7. 2207
    Heritage Investors Management CorpBethesda, MD · 762 clientsWealth manager
    7501 Wisconsin Avenue, Suite 1500w 100%
    $4.6B
  8. 2208
    Clean Energy Transition LLPLondon, United Kingdom · 9 clientsPrivate fund adviser
    Northern Trust 100%
    $4.6B
  9. 2209
    C-Bridge Capital LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $4.6B
  10. 2210
    Verdence Capital Advisors, LLCHunt Valley, MD · 1,876 clientsWealth manager
    Fidelity 86%
    $4.6B
  11. 2211
    Caxton Associates (USA) LLCNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $4.6B
  12. 2212
    Bowen, Hanes & Co IncPonte Vedra Beach, FL · 114 clientsAsset manager
    Principal Custody Solutions 85%
    $4.6B
  13. 2213
    Summit Partners Public Asset Management, LLCBoston, MA · 13 clientsPrivate fund adviser
    Merrill / Bank of America 52%Morgan Stanley 48%
    $4.6B
  14. 2214
    PantheonLondon, United Kingdom · 24 clientsPrivate fund adviserAffiliated broker-dealerPantheon Securities, LLC
    No custodian reported
    $4.6B
  15. 2215
    Ancora Advisors LLCMayfield Heights, OH · 307 clientsAsset managerHybridInverness Securities, LLC
    Fifth Third Bank 60%Fidelity 26%
    $4.6B
  16. 2216
    Templeton Investment Counsel, LLCFt. Lauderdale, FL · 507 clientsAsset managerHybridClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    BNY 63%J.P. Morgan 25%
    $4.6B
  17. 2217
    Seven Bridges Advisors LLCNew York, NY · 171 clientsWealth manager
    No custodian reported
    $4.6B
  18. 2218
    Haussmann 1864 Capital Management LLCNew York, NY · 12 clientsAsset managerAffiliated broker-dealerBernstein Institutional Services LLC, SG Americas Securities, LLC
    J.P. Morgan 100%
    $4.6B
  19. 2219
    Fundstrat CapitalNew York, NY · 3 clientsAsset managerHybrid
    No custodian reported
    $4.6B
  20. 2220
    Stable Asset Management LPNew York, NY · 15 clientsAsset manager
    State Street 76%
    $4.6B
  21. 2221
    BTC Capital ManagementDes Moines, IA · 80 clientsAsset manager
    Bankers Trust 93%
    $4.6B
  22. 2222
    1932 Investment ManagementNewark, NJ · 5 clientsAsset manager
    No custodian reported
    $4.6B
  23. 2223
    Globeflex Capital LPSan Diego, CA · 23 clientsAsset manager
    Northern Trust 67%
    $4.6B
  24. 2224
    Castleark Management LLCChicago, IL · 66 clientsAsset manager
    BNY 41%Northern Trust 34%
    $4.6B
  25. 2225
    Arbor Realty Collateral Management, LLCUniondale, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $4.6B
  26. 2226
    Twin Focus Capital Partners, LLCBoston, MA · 83 clientsWealth manager
    Schwab 53%Fidelity 37%
    $4.6B
  27. 2227
    Boston Trust Walden Inc.Boston, MA · 15 clientsAsset manager
    Northern Trust 37%State Street 30%
    $4.6B
  28. 2228
    Deepcurrents Investment Group LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $4.6B
  29. 2229
    MCR Fund Management LLCDallas, TX · 16 clientsPrivate fund adviser
    No custodian reported
    $4.6B
  30. 2230
    Portman Square Capital LLPLondon, United Kingdom · 4 clientsPrivate fund adviser
    No custodian reported
    $4.6B
  31. 2231
    GSV Equity Holdings, LLCKnoxville, TN · 14 clientsPrivate fund adviser
    No custodian reported
    $4.6B
  32. 2232
    Sandbrook Capital Management LPStamford, CT · 17 clientsPrivate fund adviser
    No custodian reported
    $4.6B
  33. 2233
    Hull Street EnergyBethesda, MD · 12 clientsPrivate fund adviser
    No custodian reported
    $4.6B
  34. 2234
    Tenex Capital Management, L.P.New York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $4.6B
  35. 2235
    Corvex Management LPNew York, NY · 10 clientsPrivate fund adviser
    Goldman Sachs 68%Merrill / Bank of America 32%
    $4.6B
  36. 2236
    QHP Capital, L.P.Raleigh, NC · 15 clientsPrivate fund adviser
    No custodian reported
    $4.6B
  37. 2237
    Wharton Business Group, LLCMalvern, PA · 119 clientsWealth managerAffiliated broker-dealerAlera Securities LLC
    Schwab 100%
    $4.6B
  38. 2238
    Zevenbergen Capital Investments LLCEdmonds, WA · 334 clientsAsset managerHybridVP Distributors, LLC
    Schwab 23%J.P. Morgan 22%
    $4.6B
  39. 2239
    Thompson Street Capital Manager LLCSt. Louis, MO · 10 clientsPrivate fund adviser
    No custodian reported
    $4.6B
  40. 2240
    Waud Capital PartnersChicago, IL · 24 clientsPrivate fund adviser
    No custodian reported
    $4.6B

RIAs by state