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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. 2241
    Dwight Investment Management LLCSunny Isles Beach, FL · 11 clientsPrivate fund adviser
    Computershare Trust Company 72%U.S. Bank 28%
    $4.6B
  2. 2242
    Brown Capital Management, LLCBaltimore, MD · 33 clientsAsset managerHybrid
    Northern Trust 43%BNY 28%
    $4.5B
  3. 2243
    Conifer Management, LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $4.5B
  4. 2244
    Franklin Street Advisors Inc.Chapel Hill, NC · 413 clientsWealth managerBank-affiliatedAffiliated broker-dealerComerica Securities,inc., Fifth Third Securities, Inc.
    SEI 56%Fidelity 44%
    $4.5B
  5. 2245
    JFG Family OfficeDenver, CO · 164 clientsWealth manager
    Schwab 100%
    $4.5B
  6. 2246
    Hawk Ridge Capital Management LPLos Angeles, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $4.5B
  7. 2247
    SignalfireSan Francisco, CA · 52 clientsPrivate fund adviser
    No custodian reported
    $4.5B
  8. 2248
    H/2 Capital PartnersStamford, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $4.5B
  9. 2249
    Innovation X AdvisorsRockville, MD · 19 clientsBroker-dealer firmHybridCeros Financial Services, Inc., clears through National Financial Services (Fidelity), Axos Clearing
    No custodian reported
    $4.5B
  10. 2250
    CWA Asset Management GroupNaples, FL · 1,976 clientsWealth managerHybrid
    Schwab 100%
    $4.5B
  11. 2251
    Spire Wealth Management, LLCMcLean, VA · 6,379 clientsWealth managerHybridSpire Securities, LLC, clears through National Financial Services (Fidelity), Pershing
    Fidelity 79%
    $4.5B
  12. 2252
    Agtb Fund Manager, LLCNew York, NY · 1 clientsAsset managerHybridAngelo, Gordon Hong Kong Limited, TPG Angelo, Gordon International LLC
    No custodian reported
    $4.5B
  13. 2253
    Goelzer Investment ManagementCarmel, IN · 695 clientsAsset manager
    Fidelity 100%
    $4.5B
  14. 2254
    OICNew York, NY · 46 clientsPrivate fund adviser
    No custodian reported
    $4.5B
  15. 2255
    Greycroft LPNew York, NY · 26 clientsPrivate fund adviser
    No custodian reported
    $4.5B
  16. 2256
    Halseypoint Asset ManagementEl Segundo, CA · 10 clientsPrivate fund adviserAffiliated broker-dealer
    No custodian reported
    $4.5B
  17. 2257
    Capitolis Advisors LLCNew York, NYAsset managerHybridCapitolis Global Broker Dealer LLC, Capitolis Liquid Global Markets LLC
    Deutsche Bank 59%BNY 41%
    $4.5B
  18. 2258
    Venrock Adviser, LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $4.5B
  19. 2259
    Performa Limited (US), LLCCharleston, SC · 47 clientsAsset manager
    Comerica Bank 38%State Street 31%
    $4.5B
  20. 2260
    Evanston Capital Management, LLCEvanston, IL · 10 clientsPrivate fund adviserHybrid
    No custodian reported
    $4.5B
  21. 2261
    Clifford Swan Investment CounselorsPasadena, CA · 970 clientsWealth manager
    Schwab 100%
    $4.5B
  22. 2262
    Brighton Park CapitalGreenwich, CT · 14 clientsPrivate fund adviser
    No custodian reported
    $4.5B
  23. 2263
    Connecticut Wealth Management, LLCFarmington, CT · 1,517 clientsWealth managerHybrid
    Fidelity 100%
    $4.5B
  24. 2264
    Elementum Advisors, LLCChicago, IL · 17 clientsPrivate fund adviser
    Northern Trust 100%
    $4.5B
  25. 2265
    Alpinvest Private Equity Investment Management, LLCNew York, NY · 2 clientsAsset managerHybridCarlyle Japan Equity Management L.L.C., TCG Capital Markets L.L.C.
    No custodian reported
    $4.5B
  26. 2266
    Paradigm Biocapital Advisors LPNew York, NY · 4 clientsPrivate fund adviser
    Morgan Stanley 52%J.P. Morgan 27%
    $4.5B
  27. 2267
    CX Institutional, LLCAuburn, IN · 4,560 clientsWealth manager
    Schwab 100%
    $4.5B
  28. 2268
    Luminarx Capital Management LPNew York, NY · 35 clientsPrivate fund adviser
    No custodian reported
    $4.5B
  29. 2269
    Banner Oak Capital Partners, LPDallas, TX · 9 clientsPrivate fund adviser
    No custodian reported
    $4.5B
  30. 2270
    BluespruceChicago, IL · 2 clientsPrivate fund adviser
    No custodian reported
    $4.5B
  31. 2271
    Bienville Capital Management, LLCNew York, NY · 90 clientsAsset manager
    Schwab 100%
    $4.5B
  32. 2272
    Valley Forge Capital ManagementMiami, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $4.4B
  33. 2273
    Applied Finance Capital Management, LLCSan Juan, PR · 19 clientsAsset manager
    No custodian reported
    $4.4B
  34. 2274
    Beacon TrustMorristown, NJ · 2,939 clientsWealth managerBank-affiliated
    No custodian reported
    $4.4B
  35. 2275
    Skyknight Capital, L.P.Burlingame, CA · 21 clientsPrivate fund adviser
    No custodian reported
    $4.4B
  36. 2276
    Bertram Capital Management LLCFoster City, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $4.4B
  37. 2277
    Blue Owl Digital Infrastructure Trust Advisors LLCChicago, IL · 2 clientsPrivate fund adviserHybridBlue Owl Securities LLC
    State Street 100%
    $4.4B
  38. 2278
    Ninepoint Partners LPToronto, Ontario, Canada · 44 clientsPrivate fund adviserAffiliated broker-dealerSightline Wealth Management LP
    No custodian reported
    $4.4B
  39. 2279
    Accredited Investors Wealth ManagementEdina, MN · 947 clientsWealth manager
    Schwab 100%
    $4.4B
  40. 2280
    Next Legacy Management, LLCPortola Valley, CA · 47 clientsPrivate fund adviser
    No custodian reported
    $4.4B

RIAs by state