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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. 2481
    Henssler FinancialKennesaw, GA · 1,746 clientsWealth manager
    Schwab 100%
    $3.8B
  2. 2482
    Matter Family OfficeSt Louis, MO · 229 clientsWealth manager
    Schwab 100%
    $3.8B
  3. 2483
    Miller Howard Investments IncKingston, NY · 2,034 clientsAsset managerHybrid
    Morgan Stanley 75%UBS 25%
    $3.8B
  4. 2484
    Timucuan Asset Management IncJacksonville, FL · 621 clientsWealth manager
    Fidelity 89%
    $3.8B
  5. 2485
    Grandeur Peak Global AdvisorsSalt Lake City, UT · 17 clientsAsset managerHybrid
    BNY 51%State Street 43%
    $3.8B
  6. 2486
    Kingswood Wealth Advisors, LLCSan Diego, CA · 11,425 clientsWealth managerHybridKingswood Capital Partners, LLC
    Schwab 51%Raymond James 41%
    $3.8B
  7. 2487
    Alken Asset Management LTDLondon, United Kingdom · 10 clientsPrivate fund adviser
    Pictet & CIE (europe) S.A. 90%
    $3.8B
  8. 2488
    Harvest Global Investments LimitedHong Kong, Hong Kong · 21 clientsAsset managerAffiliated broker-dealerHGI (USA) Investments LLC
    State Street 100%
    $3.8B
  9. 2489
    St. Germain Investment ManagementSpringfield, MA · 6,722 clientsWealth manager
    Capital Client Group 100%
    $3.8B
  10. 2490
    Harbor Group International, LLCNorfolk, VA · 96 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  11. 2491
    Seniors Housing Fund Manager LLCToledo, OH · 8 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  12. 2492
    Integral ILS LTD.Hamilton, Bermuda · 10 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  13. 2493
    Holbrook Holdings, Inc.Atlanta, GA · 3 clientsAsset managerHybrid
    No custodian reported
    $3.8B
  14. 2494
    Sentinel Fund Advisors, Inc.New York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  15. 2495
    Cape ANN Asset ManagementLondon, United Kingdom · 4 clientsPrivate fund adviser
    Northern Trust 100%
    $3.8B
  16. 2496
    Healthcare Royalty Management, LLCNew York, NY · 13 clientsPrivate fund adviserAffiliated broker-dealerGlobal Atlantic Distributors, LLC
    No custodian reported
    $3.8B
  17. 2497
    FAS Wealth Partners, Inc.Leawood, KS · 1,564 clientsWealth managerHybridFAS Corp.
    Schwab 62%Fidelity 38%
    $3.8B
  18. 2498
    M-One CapitalOmaha, NE · 11 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  19. 2499
    Neos Partners, LPSan Diego, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  20. 2500
    Plexus CapitalRaleigh, NC · 17 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  21. 2501
    GFS Advisors LLCHouston, TX · 654 clientsAsset managerHybridGlobal Financial Services, L.L.C., clears through Pershing, Raymond James
    Morgan Stanley 80%
    $3.8B
  22. 2502
    Bedford Ridge CapitalNew York, NY · 14 clientsPrivate fund adviser
    J.P. Morgan 100%
    $3.8B
  23. 2503
    Beaumont Financial PartnersNeedham, MA · 1,910 clientsWealth managerAffiliated broker-dealer
    Fidelity 100%
    $3.8B
  24. 2504
    10th Lane Partners, LPNew York, NY · 26 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  25. 2505
    Vector Capital Management, L.P.San Francisco, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  26. 2506
    Forest Capital Management, LLCChicago, IL · 118 clientsAsset manager
    No custodian reported
    $3.8B
  27. 2507
    Kingswood Capital Management, L.P.Los Angeles, CA · 16 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  28. 2508
    Avanath Capital Management, LLCIrvine, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $3.7B
  29. 2509
    Transwestern InvestmentsDallas, TX · 7 clientsAsset manager
    No custodian reported
    $3.7B
  30. 2510
    CFT Capital Management, LLCLos Angeles, CA · 3 clientsAsset manager
    No custodian reported
    $3.7B
  31. 2511
    Howland Capital Management LLCBoston, MA · 1,310 clientsWealth manager
    National Advisors Trust 66%Schwab 34%
    $3.7B
  32. 2512
    TRB Wealth Management, LLCHouston, TX · 934 clientsAsset managerHybridTRB Securities, LLC
    U.S. Bank 47%Schwab 33%
    $3.7B
  33. 2513
    Schwartz Investment Counsel IncPlymouth, MI · 32 clientsAsset managerHybrid
    Schwab 84%
    $3.7B
  34. 2514
    Ausdal Financial Partners, Inc.Davenport, IA · 16,572 clientsBroker-dealer firmHybrid
    Schwab 83%
    $3.7B
  35. 2515
    Annaly Credit Opportunities Management LLCNew York, NY · 2 clientsPrivate fund adviserHybridArcola Securities, Inc.
    State Street 100%
    $3.7B
  36. 2516
    Argosy CapitalWayne, PA · 51 clientsPrivate fund adviser
    No custodian reported
    $3.7B
  37. 2517
    BOK Financial Private Wealth, Inc.Denver, CO · 818 clientsWealth managerBank-affiliatedHybridBOK Financial Securities, Inc., Cavanal Hill Distributors, Inc,
    Schwab 82%
    $3.7B
  38. 2518
    Proterra Investment Partners LPMinneapolis, MN · 28 clientsPrivate fund adviser
    U.S. Bank 100%
    $3.7B
  39. 2519
    Falfurrias Management Partners LPCharlotte, NC · 7 clientsPrivate fund adviser
    No custodian reported
    $3.7B
  40. 2520
    Popular Asset ManagementSan Juan, PR · 5 clientsAsset managerAffiliated broker-dealerPopular Securities, LLC
    J.P. Morgan 64%Northern Trust 26%
    $3.7B

RIAs by state