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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. 2281
    TPG RE Finance Trust Management, L.P.Fort Worth, TX · 1 clientsPrivate fund adviserHybridAngelo, Gordon Hong Kong Limited, TPG Angelo, Gordon International LLC
    No custodian reported
    $4.4B
  2. 2282
    Greystone Bridge Lending Fund Manager LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $4.4B
  3. 2283
    Alaska Permanent Capital Management, LLCAnchorage, AK · 90 clientsAsset manager
    Northern Trust 35%Principal Financial Group 33%
    $4.4B
  4. 2284
    Locust Wood Capital Advisers, LLCNew York, NY · 18 clientsAsset managerHybridTriple A Partners LLC
    No custodian reported
    $4.4B
  5. 2285
    Rockland Capital, LPThe Woodlands, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $4.4B
  6. 2286
    LGK Advisors, LLCNew York, NY · 17 clientsPrivate fund adviser
    No custodian reported
    $4.4B
  7. 2287
    Eagletree Capital, LPNew York, NY · 30 clientsPrivate fund adviser
    No custodian reported
    $4.4B
  8. 2288
    Sand Hill Global Advisors, LLCPalo Alto, CA · 572 clientsWealth manager
    Fidelity 60%Schwab 40%
    $4.4B
  9. 2289
    AcresUniondale, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $4.4B
  10. 2290
    Prosperity Capital AdvisorsWestlake, OH · 7,548 clientsWealth managerHybrid
    Schwab 59%
    $4.4B
  11. 2291
    AQR Arbitrage, LLCGreenwich, CT · 15 clientsPrivate fund adviserAffiliated broker-dealerAQR Investments, LLC
    No custodian reported
    $4.4B
  12. 2292
    Drive Capital LLCColumbus, OH · 21 clientsPrivate fund adviser
    No custodian reported
    $4.4B
  13. 2293
    RedwheelMiami, FL · 11 clientsAsset managerHybrid
    J.P. Morgan 59%State Street 41%
    $4.4B
  14. 2294
    Syon Capital LLCSan Francisco, CA · 72 clientsWealth manager
    Schwab 100%
    $4.4B
  15. 2295
    Human CapitalSan Francisco, CA · 52 clientsPrivate fund adviser
    No custodian reported
    $4.4B
  16. 2296
    Advisory Alpha, LLCHolland, MI · 13,831 clientsWealth managerHybrid
    Schwab 86%
    $4.4B
  17. 2297
    SCI Capital Partners LPLos Angeles, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $4.4B
  18. 2298
    Invesco Investment Advisers LLCDowners Grove, IL · 1,116 clientsAsset managerHybridInvesco Capital Markets, Inc., Invesco Distributors, Inc.
    No custodian reported
    $4.4B
  19. 2299
    Ancala Partners LLCNew York, NY · 1 clientsAsset managerHybridAncala Partners LLP
    No custodian reported
    $4.4B
  20. 2300
    Good Life Advisors, LLCCelebration, FL · 22,596 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $4.4B
  21. 2301
    Campbell & Company Investment Adviser LLCBaltimore, MD · 11 clientsAsset managerHybridCampbell Financial Services, LLC
    Morgan Stanley 100%
    $4.3B
  22. 2302
    Quilvest Capital Partners Management, LLCNew York, NY · 79 clientsPrivate fund adviserHybridQuilvest (switzerland) LTD., Quilvest Capital Partners Securities LLC
    No custodian reported
    $4.3B
  23. 2303
    Stonehill Capital Management LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $4.3B
  24. 2304
    Voyager Global Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $4.3B
  25. 2305
    Waterton Investment Adviser, L.L.C.Chicago, IL · 17 clientsPrivate fund adviser
    No custodian reported
    $4.3B
  26. 2306
    Northcrest Asset ManagementPlymouth, MNAsset managerHybridWealth Enhancement Brokerage Services, LLC, clears through National Financial Services (Fidelity)
    Schwab 57%Fidelity 43%
    $4.3B
  27. 2307
    Morgan Stanley | Eaton Vance CLO Manager LLCNew York, NY · 15 clientsPrivate fund adviserAffiliated broker-dealerEaton Vance Distributors, Inc., Morgan Stanley Asia Limited
    No custodian reported
    $4.3B
  28. 2308
    PCA Investment Advisory Services, Inc.Cincinnati, OH · 1,175 clientsAsset manager
    Fidelity 51%Schwab 37%
    $4.3B
  29. 2309
    Kestra Investment Management, LLC.Austin, TX · 4 clientsAsset managerHybridKestra Investment Services, LLC
    No custodian reported
    $4.3B
  30. 2310
    Prana Capital Management LPGreenwich, CT · 7 clientsPrivate fund adviser
    No custodian reported
    $4.3B
  31. 2311
    Pallas Capital Advisors, LLCBraintree, MA · 1,221 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $4.3B
  32. 2312
    360 One Asset Management LimitedMumbai,maharashtra, India · 4,773 clientsAsset managerAffiliated broker-dealer360 One Capital (canada) Limited, 360 One Capital Market Private Limited
    J.P. Morgan 25%Orbis Financial Corporation Limited 23%
    $4.3B
  33. 2313
    Coronation International LimitedLondon, United Kingdom · 6 clientsPrivate fund adviser
    JPM Chase Bank N.A. London 100%
    $4.3B
  34. 2314
    New Century Advisors, LLCChevy Chase, MD · 42 clientsAsset manager
    State Street 41%BNY 38%
    $4.3B
  35. 2315
    Trillium Asset ManagementBoston, MA · 2,043 clientsWealth manager
    Schwab 81%
    $4.3B
  36. 2316
    Think InvestmentsSan Francisco, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $4.3B
  37. 2317
    Karpus Investment ManagementPittsford, NY · 1,859 clientsWealth manager
    US Bancorp National Association 100%
    $4.3B
  38. 2318
    Nicolet Wealth ManagementGreen Bay, WI · 3,849 clientsWealth managerBank-affiliatedHybrid
    Schwab 67%Fifth Third Bank 33%
    $4.3B
  39. 2319
    Sage Financial Group Inc.West Conshohocken, PA · 1,116 clientsWealth manager
    Schwab 100%
    $4.3B
  40. 2320
    Aaron Wealth AdvisorsChicago, IL · 176 clientsWealth manager
    Schwab 100%
    $4.3B

RIAs by state