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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. 2441
    Crosslink Capital, Inc.Menlo Park, CA · 33 clientsPrivate fund adviser
    No custodian reported
    $3.9B
  2. 2442
    Avenue Europe International Management, L.P.New York, NY · 22 clientsPrivate fund adviserAffiliated broker-dealerAmroc Investments, LLC
    No custodian reported
    $3.9B
  3. 2443
    Guidestone Investment ServicesDallas, TX · 14 clientsAsset managerAffiliated broker-dealerGuidestone Financial Services
    Northern Trust 100%
    $3.9B
  4. 2444
    Clinton Investment Management, LLCStamford, CT · 2,146 clientsWealth managerWrap sponsor
    Merrill / Bank of America 59%Morgan Stanley 41%
    $3.9B
  5. 2445
    IMA Advisory Services, Inc.Denver, CO · 579 clientsAsset manager
    Pershing 74%Schwab 26%
    $3.9B
  6. 2446
    Johnson Sterling, Inc.Birmingham, AL · 365 clientsAsset manager
    No custodian reported
    $3.9B
  7. 2447
    Ancora Private Wealth Advisors, LLCCleveland, OH · 4,509 clientsWealth managerHybridInverness Securities, LLC
    Fidelity 58%Schwab 42%
    $3.9B
  8. 2448
    Shaolin Capital Management LLCMiami, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $3.9B
  9. 2449
    S.B. Value Partners, L.P.San Antonio, TX · 56 clientsAsset manager
    Pershing 100%
    $3.9B
  10. 2450
    Two West Capital Advisors LLCOverland Park, KS · 650 clientsAsset manager
    Schwab 65%Fidelity 35%
    $3.9B
  11. 2451
    Middleground CapitalLexington, KY · 24 clientsPrivate fund adviser
    No custodian reported
    $3.9B
  12. 2452
    Highland Capital Management, LLCMemphis, TN · 957 clientsAsset manager
    Argent Trust 33%Salem Trust 26%Schwab 23%
    $3.9B
  13. 2453
    Assuredpartners Investment AdvisorsTampa, FL · 2,159 clientsAsset managerHybridAssuredpartners Financial Services, LLC
    Fidelity 65%Schwab 35%
    $3.9B
  14. 2454
    Harbourview Equity Partners, LLCNewark, NJ · 7 clientsPrivate fund adviser
    No custodian reported
    $3.9B
  15. 2455
    140 Summer Partners LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $3.9B
  16. 2456
    Voya Financial Advisors, Inc.Windsor, CT · 16,336 clientsBroker-dealer firmHybridVoya Financial Partners, LLC, Voya Investments Distributor, LLC
    Pershing 83%
    $3.9B
  17. 2457
    Alamo Advisors, LPSan Antonio, TX · 242 clientsWealth manager
    RBC 83%
    $3.9B
  18. 2458
    Cyrus Capital Partners, L.P.New York, NY · 36 clientsPrivate fund adviser
    State Street 98%
    $3.9B
  19. 2459
    Ionic Capital Management LLCNew York, NY · 21 clientsPrivate fund adviser
    No custodian reported
    $3.9B
  20. 2460
    Defiance Etfs, LLCMiami, FL · 4 clientsAsset managerHybrid
    No custodian reported
    $3.9B
  21. 2461
    Palisade Capital Management, LPFort Lee, NJ · 1,754 clientsAsset manager
    Fidelity 53%J.P. Morgan 24%Goldman Sachs 23%
    $3.9B
  22. 2462
    Rubinbrown Advisors LLCSt. Louis, MO · 1,160 clientsWealth managerAffiliated broker-dealerRubinbrown Corporate Finance, LLC
    Schwab 94%
    $3.9B
  23. 2463
    Attucks Asset Management, LLCChicago, IL · 16 clientsAsset manager
    State Street 52%Northern Trust 34%
    $3.9B
  24. 2464
    Newview Capital Management, LLCBurlingame, CA · 27 clientsPrivate fund adviser
    No custodian reported
    $3.9B
  25. 2465
    Castle Rock Advisors LLCBoston, MA · 46 clientsWealth manager
    Fidelity 100%
    $3.9B
  26. 2466
    Tages Capital LLPLondon, United Kingdom · 28 clientsPrivate fund adviser
    No custodian reported
    $3.9B
  27. 2467
    Rimrock Capital Management LLCIrvine, CA · 22 clientsPrivate fund adviserHybrid
    Northern Trust 53%State Street 47%
    $3.9B
  28. 2468
    Tree Line Capital Partners, LLCSan Francisco, CA · 14 clientsPrivate fund adviserHybridTree Line Capital Markets, LLC
    No custodian reported
    $3.8B
  29. 2469
    BFC Planning, Inc.Cedar Rapids, IA · 11,448 clientsWealth managerPublic-company ownedHybridBerthel, Fisher & Company Financial Services, Inc., Securities Management and Research, Inc.
    No custodian reported
    $3.8B
  30. 2470
    Left Lane CapitalBrooklyn, NY · 16 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  31. 2471
    Cormorant Asset Management, LPBoston, MA · 16 clientsPrivate fund adviser
    Morgan Stanley 100%
    $3.8B
  32. 2472
    HSBC Securities (USA) Inc.New York, NY · 12,108 clientsBroker-dealer firmHybrid
    Pershing 69%HSBC Bank USA 31%
    $3.8B
  33. 2473
    Norwest Capital Advisors, LLCMinneapolis, MN · 12 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  34. 2474
    Spearhead Administrative Services, LLCGreenville, DE · 28 clientsAsset managerHybrid
    Schwab 65%Fidelity 35%
    $3.8B
  35. 2475
    Valiant Capital Management, L.P.San Francisco, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  36. 2476
    Avala Global LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  37. 2477
    Watermark Group, Inc.Princeton, NJ · 6 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  38. 2478
    Luminate Capital PartnersSan Francisco, CA · 12 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  39. 2479
    Scopus Asset Management, L.P.New York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  40. 2480
    Jefferies Credit Management LLCNew York, NY · 5 clientsAsset managerAffiliated broker-dealerJefferies LLC
    No custodian reported
    $3.8B

RIAs by state