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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. 2401
    NZS Capital LLCDenver, CO · 6 clientsPrivate fund adviser
    Citi 76%BNY 24%
    $4.1B
  2. 2402
    Thoroughbred Financial Services, LLCBrentwood, TN · 3,567 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $4.0B
  3. 2403
    Moors & Cabot, IncBoston, MA · 5,074 clientsBroker-dealer firmHybridMoors & Cabot, Inc.
    No custodian reported
    $4.0B
  4. 2404
    Hudson Structured Capital Management LTD.Stamford, CT · 33 clientsPrivate fund adviser
    No custodian reported
    $4.0B
  5. 2405
    Cardinal Capital Management, Inc.Winnipeg, Canada · 3,444 clientsWealth manager
    Nbin 77%State Street 23%
    $4.0B
  6. 2406
    Altamont Capital PartnersPalo Alto, CA · 31 clientsPrivate fund adviser
    No custodian reported
    $4.0B
  7. 2407
    Permcap Investment OfficeCharleston, SC · 65 clientsWealth manager
    Schwab 63%Pershing 37%
    $4.0B
  8. 2408
    Waterous Energy Fund Management (US), LLCHouston, TX · 12 clientsPrivate fund adviser
    No custodian reported
    $4.0B
  9. 2409
    Valor Advisors LLCMiami, FL · 66 clientsWealth manager
    J.P. Morgan 80%
    $4.0B
  10. 2410
    BT Family Office, LLCAtlanta, GA · 10 clientsWealth manager
    BNY 63%J.P. Morgan 37%
    $4.0B
  11. 2411
    Mainsail PartnersAustin, TX · 14 clientsPrivate fund adviser
    No custodian reported
    $4.0B
  12. 2412
    Hanwha Asset Management (USA) LTD.San Francisco, CA · 4 clientsAsset managerAffiliated broker-dealer
    J.P. Morgan 100%
    $4.0B
  13. 2413
    Intermede Investment Partners LimitedLondon, United Kingdom · 15 clientsAsset manager
    BNP Paribas 37%Northern Trust 36%J.P. Morgan 27%
    $4.0B
  14. 2414
    Azimuth Capital ManagementBloomfield Hills, MI · 404 clientsWealth managerAffiliated broker-dealer
    Schwab 55%RBC 33%
    $4.0B
  15. 2415
    New Frontier Advisors, LLCBoston, MA · 122 clientsAsset manager
    Schwab 84%
    $4.0B
  16. 2416
    Argent Capital Management LLCClayton, MO · 1,160 clientsWealth manager
    Schwab 50%Commerce Bancshares 50%
    $4.0B
  17. 2417
    Corecap AdvisorsSouthfield, MI · 9,677 clientsWealth managerHybridCorecap Investments, LLC, The Leaders Group, Inc.
    Schwab 99%
    $4.0B
  18. 2418
    Truarc Partners, LPNew York, NY · 23 clientsPrivate fund adviser
    No custodian reported
    $4.0B
  19. 2419
    Tailwater CapitalDallas, TX · 21 clientsPrivate fund adviser
    No custodian reported
    $4.0B
  20. 2420
    Winthrop Capital ManagementCarmel, IN · 529 clientsAsset manager
    State Street 84%
    $4.0B
  21. 2421
    Brentwood Private Equity, LLCLos Angeles, CA · 23 clientsPrivate fund adviser
    No custodian reported
    $4.0B
  22. 2422
    Advus Financial Partners, LLCWinter Park, FL · 528 clientsAsset manager
    Fidelity Management Trust 37%Fidelity 32%Empower Trust Co 30%
    $4.0B
  23. 2423
    IM Global Partner Fund Management LLCEl Segundo, CA · 15 clientsAsset managerHybridIM Global US Distributors LLC
    No custodian reported
    $4.0B
  24. 2424
    Nordwand AdvisorsRadnor, PA · 67 clientsWealth manager
    Fidelity 83%
    $4.0B
  25. 2425
    Team Hewins, LLCFoster City, CA · 576 clientsWealth manager
    Schwab 85%
    $4.0B
  26. 2426
    Financial Integrity Advisors, LLCPhiladelphia, PA · 7 clientsAsset manager
    BNY 100%
    $4.0B
  27. 2427
    Inspire Investing, LLCMeridian, ID · 455 clientsAsset managerHybrid
    Goldman Sachs 58%Schwab 42%
    $4.0B
  28. 2428
    Pantera CapitalSan Francisco, CA · 35 clientsPrivate fund adviser
    No custodian reported
    $4.0B
  29. 2429
    Stenham Asset Management LimitedSt. Peter Port, Guernsey · 158 clientsPrivate fund adviser
    Northern Trust 69%J.P. Morgan 31%
    $4.0B
  30. 2430
    Glade Brook Capital Partners LLCGreenwich, CT · 40 clientsPrivate fund adviser
    No custodian reported
    $4.0B
  31. 2431
    NWI Management LPNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $4.0B
  32. 2432
    Sterling Investment Partners Advisers, LLCGreenwich, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $3.9B
  33. 2433
    Vernal Point Advisors, LLCSan Francisco, CA · 20 clientsWealth managerHybrid
    J.P. Morgan 44%Fidelity 23%
    $3.9B
  34. 2434
    Ocean Park Asset Management, LLCSanta Monica, CA · 138 clientsAsset managerHybrid
    Schwab 100%
    $3.9B
  35. 2435
    Madison Avenue Partners LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $3.9B
  36. 2436
    Tiger Infrastructure Partners LPNew York, NY · 30 clientsPrivate fund adviser
    No custodian reported
    $3.9B
  37. 2437
    Wealthcare Capital Management LLCRichmond, VA · 5,691 clientsWealth managerHybridSammons Financial Network, LLC
    LPL Financial 50%Schwab 50%
    $3.9B
  38. 2438
    Pictet Asset Management (singapore) PTE LTDSingapore, Singapore · 24 clientsPrivate fund adviserAffiliated broker-dealerBanque Pictet & CIE (europe) AG, Banque Pictet & CIE SA
    J.P. Morgan 77%Northern Trust 23%
    $3.9B
  39. 2439
    Hildred Capital Management, LLCNew York, NY · 17 clientsPrivate fund adviser
    No custodian reported
    $3.9B
  40. 2440
    Atalanta Sosnoff Management, LLCNew York, NY · 597 clientsAsset managerAffiliated broker-dealerEvercore Group L.L.C.
    Morgan Stanley 78%
    $3.9B

RIAs by state