Sunday, October 25, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
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
AtlasFinancial ADVSR
Open free

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. 2321
    Sage Mountain Advisors, LLCAtlanta, GA · 193 clientsWealth manager
    Fidelity 100%
    $4.3B
  2. 2322
    Vibrant Capital Partners, Inc.New York, NY · 28 clientsPrivate fund adviser
    J.P. Morgan 82%
    $4.3B
  3. 2323
    Turtle Creek TrustDallas, TX · 101 clientsWealth manager
    Fidelity 100%
    $4.3B
  4. 2324
    East CapitalStockholm, Sweden · 12,062 clientsPrivate fund adviser
    Citi 100%
    $4.3B
  5. 2325
    MAM Americas, Inc.New York, NY · 15 clientsPrivate fund adviserHybridMacquarie Agricultural Funds Management Limited, Macquarie Asset Management Europe S.A.R.L.
    No custodian reported
    $4.3B
  6. 2326
    Simplicity WealthSummit, NJ · 8,494 clientsAsset managerHybridCorecap Investments, LLC, Retireone Investment Services, LLC
    Schwab 70%
    $4.3B
  7. 2327
    Apollo Real Estate Fund Adviser, LLCNew York, NY · 1 clientsAsset managerHybridApollo Global Securities, LLC, Athene Securities, LLC, clears through Pershing
    No custodian reported
    $4.3B
  8. 2328
    Marsico Capital Management, LLCDenver, CO · 29 clientsAsset managerHybrid
    J.P. Morgan 75%
    $4.3B
  9. 2329
    Sirenia Capital Management LPMiami Beach, FL · 2 clientsPrivate fund adviser
    J.P. Morgan 100%
    $4.3B
  10. 2330
    Beacon Capital Management, Inc.Dayton, OH · 10,456 clientsAsset managerHybridSammons Financial Network, LLC
    Schwab 100%
    $4.3B
  11. 2331
    Tetragon Financial Management LPNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $4.3B
  12. 2332
    Hennessy Advisors, Inc.Novato, CA · 17 clientsAsset managerHybrid
    No custodian reported
    $4.3B
  13. 2333
    Bridgeway Capital Management, LLCHouston, TX · 23 clientsAsset managerHybrid
    No custodian reported
    $4.3B
  14. 2334
    Channing Capital Management, LLCChicago, IL · 78 clientsAsset manager
    Northern Trust 38%BNY 32%J.P. Morgan 30%
    $4.2B
  15. 2335
    Franklin BSP Capital Adviser LLCNew York, NY · 1 clientsAsset manager
    No custodian reported
    $4.2B
  16. 2336
    Tinicum IncorporatedNew York, NY · 15 clientsPrivate fund adviser
    J.P. Morgan 100%
    $4.2B
  17. 2337
    Reynders, McVeigh Capital Management, LLCBoston, MA · 749 clientsWealth manager
    Fidelity 75%Fifth Third Bank 25%
    $4.2B
  18. 2338
    ZWJ Investment Counsel IncAtlanta, GA · 1,058 clientsWealth manager
    Schwab 100%
    $4.2B
  19. 2339
    Willis Investment Counsel IncGainesville, GA · 241 clientsAsset manager
    Pershing 72%Ascensus Broker Dealer Services 28%
    $4.2B
  20. 2340
    Polaris Growth Management, LLCBoston, MA · 18 clientsPrivate fund adviser
    No custodian reported
    $4.2B
  21. 2341
    B. Riley Wealth Advisors, Inc.Memphis, TN · 10,573 clientsWealth managerPublic-company ownedHybridB. Riley Securities, Inc., B. Riley Wealth Management, Inc., clears through National Financial Services (Fidelity)
    Fidelity 60%Wells Fargo 40%
    $4.2B
  22. 2342
    Scharf Investments, LLCLos Gatos, CA · 1,395 clientsAsset managerAffiliated broker-dealerIM Global US Distributors LLC
    Schwab 40%U.S. Bank 34%
    $4.2B
  23. 2343
    Systematic Financial Management LPTeaneck, NJ · 177 clientsAsset managerAffiliated broker-dealer
    State Street 38%BNY 35%Northern Trust 27%
    $4.2B
  24. 2344
    Halbert HargroveLong Beach, CA · 1,518 clientsWealth manager
    Fidelity 87%
    $4.2B
  25. 2345
    Electron Capital Partners, LLCNew York, NY · 18 clientsPrivate fund adviser
    No custodian reported
    $4.2B
  26. 2346
    Prophet Capital Asset ManagementAustin, TX · 17 clientsAsset manager
    Computershare 100%
    $4.2B
  27. 2347
    Stifel Capital Management, LLCNew York, NY · 549 clientsAsset managerHybridKeefe, Bruyette & Woods, Inc., Stifel Europe AG, clears through Stifel
    No custodian reported
    $4.2B
  28. 2348
    Southeast Asset Advisors, LLCThomasville, GA · 334 clientsWealth manager
    Schwab 69%
    $4.2B
  29. 2349
    Truelink Capital Management, LLCLos Angeles, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $4.2B
  30. 2350
    BOW River CapitalDenver, CO · 53 clientsPrivate fund adviserHybrid
    No custodian reported
    $4.2B
  31. 2351
    Baxter Capital Management IncIndianapolis, IN · 13 clientsAsset manager
    Keybank 86%
    $4.2B
  32. 2352
    Clear Investment Research, LLCAlpharetta, GA · 132 clientsAsset manager
    Fidelity Management Trust 75%State Street 25%
    $4.2B
  33. 2353
    Eaaa PTE. LimitedSingapore, Singapore · 17 clientsPrivate fund adviser
    No custodian reported
    $4.2B
  34. 2354
    Texas Capital Bank Private Wealth AdvisorsDallas, TX · 735 clientsWealth managerBank-affiliatedHybridTcbi Securities, Inc.
    Pershing 94%
    $4.2B
  35. 2355
    Bonaccord Capital PartnersNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $4.2B
  36. 2356
    Salem Investment Counselors IncWinston Salem, NC · 1,361 clientsWealth manager
    Schwab 100%
    $4.2B
  37. 2357
    Garnett Station PartnersNew York, NY · 27 clientsPrivate fund adviser
    No custodian reported
    $4.2B
  38. 2358
    Whitehaven Asset Management, LPGreenwich, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $4.2B
  39. 2359
    Crossingbridge Advisors, LLCPleasantville, NY · 49 clientsAsset manager
    Northern Trust 60%U.S. Bank 40%
    $4.2B
  40. 2360
    Sound Income Strategies, LLCFort Lauderdale, FL · 24,757 clientsWealth managerHybridSound Income Wealth, LLC
    Schwab 84%
    $4.2B

RIAs by state