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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

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  1. 2361
    Martingale Asset ManagementBoston, MA · 12 clientsAsset manager
    J.P. Morgan 71%Northern Trust 29%
    $4.2B
  2. 2362
    Star Mountain Fund Management, LLCNew York, NY · 34 clientsBroker-dealer firmHybridStar Mountain Advisors, LLC
    East West Bank 100%
    $4.2B
  3. 2363
    Boston Common Asset Management, LLCBoston, MA · 343 clientsAsset managerAffiliated broker-dealerAMG Distributors, Inc.
    U.S. Bank 55%Schwab 45%
    $4.2B
  4. 2364
    Essex Financial Services, Inc.Essex, CT · 2,963 clientsWealth managerBank-affiliatedHybrid
    Fidelity 94%
    $4.2B
  5. 2365
    Tiger Iron Capital, LLCAndover, MA · 15 clientsPrivate fund adviser
    No custodian reported
    $4.2B
  6. 2366
    Acon Equity Management L.L.C.Washington, DC · 23 clientsPrivate fund adviser
    No custodian reported
    $4.2B
  7. 2367
    Cetera Planning PartnersLeawood, KS · 4,849 clientsWealth managerBank-affiliatedAffiliated broker-dealerAvantax Investment Services, Inc., Cetera Advisors LLC, clears through Pershing
    Schwab 91%
    $4.2B
  8. 2368
    Revelar Capital LLCNew York, NY · 16 clientsPrivate fund adviser
    No custodian reported
    $4.2B
  9. 2369
    Wescott Financial Advisory Group LLCPhiladelphia, PA · 787 clientsWealth manager
    Schwab 61%Fidelity Distributors Company 39%
    $4.2B
  10. 2370
    Aprio Wealth Management, LLCAtlanta, GA · 1,699 clientsWealth manager
    Schwab 82%
    $4.2B
  11. 2371
    Flaherty & Crumrine IncorporatedPasadena, CA · 16 clientsAsset manager
    BNY 54%J.P. Morgan 30%
    $4.1B
  12. 2372
    Steelpeak Wealth, LLCLos Angeles, CA · 2,428 clientsWealth manager
    Schwab 100%
    $4.1B
  13. 2373
    North Reef Capital Management LPLaguna Beach, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $4.1B
  14. 2374
    Harrison Street Private Wealth LLCDenver, CO · 7 clientsAsset managerHybrid
    No custodian reported
    $4.1B
  15. 2375
    IPG Investment Advisors, LLCSan Diego, CA · 1,282 clientsAsset managerHybridInvestment Placement Group, clears through Pershing
    Pershing 73%Pictet 27%
    $4.1B
  16. 2376
    Founders Financial Securities, LLCTowson, MD · 9,870 clientsBroker-dealer firmHybrid
    Axos 100%
    $4.1B
  17. 2377
    Archpoint InvestorsCoral Gables, FL · 38 clientsWealth manager
    J.P. Morgan 37%Fidelity 34%Schwab 28%
    $4.1B
  18. 2378
    Northwest Asset ManagementMercer Island, WA · 2,776 clientsWealth manager
    Fidelity 63%Schwab 37%
    $4.1B
  19. 2379
    MAN Investments Australia LimitedSydney, Australia · 12 clientsPrivate fund adviserAffiliated broker-dealerMAN Investments Inc.
    No custodian reported
    $4.1B
  20. 2380
    Parkway Advisors, L.P.Abilene, TX · 58 clientsAsset manager
    Raymond James 87%
    $4.1B
  21. 2381
    Evolution Credit Partners Management, LLCBoston, MA · 35 clientsPrivate fund adviser
    J.P. Morgan 100%
    $4.1B
  22. 2382
    Blue Wolf Capital Partners LLCNew York, NY · 16 clientsPrivate fund adviser
    No custodian reported
    $4.1B
  23. 2383
    Capital Generation Partners LLPLondon, United Kingdom · 30 clientsAsset manager
    Edmond De Rothschild (europe) 100%
    $4.1B
  24. 2384
    Guggenheim InvestmentsChicago, IL · 3 clientsAsset managerHybridGuggenheim Funds Distributors, LLC, Guggenheim Investor Services, LLC, clears through Pershing
    No custodian reported
    $4.1B
  25. 2385
    Senvest Management, LLCNew York, NY · 8 clientsPrivate fund adviser
    Goldman Sachs 100%
    $4.1B
  26. 2386
    Finaccess Advisors LLCMiami, FL · 101 clientsPrivate fund adviser
    Banco Santander International 78%
    $4.1B
  27. 2387
    Gerber Kawasaki Wealth & Investment ManagementSanta Monica, CA · 9,624 clientsWealth manager
    LPL Financial 100%
    $4.1B
  28. 2388
    Diversify Wealth Management, LLCSouth Jordan, UT · 4,857 clientsWealth managerHybridDfpg Investments, LLC
    Schwab 57%Fidelity 43%
    $4.1B
  29. 2389
    FFLSan Francisco, CA · 30 clientsPrivate fund adviser
    No custodian reported
    $4.1B
  30. 2390
    Castleknight Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $4.1B
  31. 2391
    Performance WealthHinsdale, IL · 953 clientsWealth managerWrap sponsor
    Schwab 100%
    $4.1B
  32. 2392
    Fundamental Advisors LPNew York, NY · 14 clientsPrivate fund adviser
    No custodian reported
    $4.1B
  33. 2393
    Wildcat Capital Management, LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $4.1B
  34. 2394
    Freeport Financial Partners LLCChicago, IL · 19 clientsPrivate fund adviserAffiliated broker-dealerMoelis & Company LLC
    No custodian reported
    $4.1B
  35. 2395
    Keel Point, LLCHuntsville, AL · 1,613 clientsBroker-dealer firmHybridKeel Point Capital, LLC, clears through National Financial Services (Fidelity)
    Fidelity 89%
    $4.1B
  36. 2396
    Peregrine Capital Management, LLCMinneapolis, MN · 30 clientsAsset manager
    BNY 50%State Street 25%Northern Trust 25%
    $4.1B
  37. 2397
    Money Concepts Advisory ServicePalm Beach Gardens, FL · 17,032 clientsBroker-dealer firmHybridAbacus Investments, Inc., GWN Securities Inc., clears through Hilltop Securities
    Pershing 98%
    $4.1B
  38. 2398
    AQS Asset Management, L.L.C.Austin, TX · 11 clientsAsset manager
    Northwest Bank 81%
    $4.1B
  39. 2399
    Copeland Capital Management, LLCConshohocken, PA · 1,983 clientsAsset managerHybrid
    Northern Trust 33%J.P. Morgan 32%
    $4.1B
  40. 2400
    Promanage, LLCChicago, IL · 3 clientsAsset manager
    Fidelity 100%
    $4.1B

RIAs by state