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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. 2521
    Oncap Management Partners L.P.Toronto, Canada · 17 clientsPrivate fund adviser
    No custodian reported
    $3.7B
  2. 2522
    Wealth ManagementNorfolk, NE · 4,751 clientsAsset manager
    Schwab 100%
    $3.7B
  3. 2523
    Anchorage Capital Group, L.L.C.New York, NY · 38 clientsPrivate fund adviser
    Goldman Sachs 100%
    $3.7B
  4. 2524
    Resource Capital Investment CorporationCarlsbad, CA · 35 clientsPrivate fund adviserHybridSprott Global Resource Investments LTD
    No custodian reported
    $3.7B
  5. 2525
    Southeastern Asset Management Inc.Memphis, TN · 25 clientsAsset managerHybrid
    Northern Trust 100%
    $3.7B
  6. 2526
    Midocean US Advisor, L.P.New York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $3.7B
  7. 2527
    Eulav Asset ManagementSarasota, FL · 6 clientsBroker-dealer firmHybridEulav Securities LLC
    No custodian reported
    $3.7B
  8. 2528
    57 Stars LLCArlington, VA · 15 clientsPrivate fund adviser
    No custodian reported
    $3.7B
  9. 2529
    Greenvale Capital LP4 clientsPrivate fund adviser
    No custodian reported
    $3.7B
  10. 2530
    Merit Energy CompanyDallas, TX · 12 clientsPrivate fund adviser
    No custodian reported
    $3.7B
  11. 2531
    The Welch Group, LLCBirmingham, AL · 1,450 clientsWealth manager
    Schwab 100%
    $3.7B
  12. 2532
    Stevens Capital Management LPRadnor, PA · 4 clientsPrivate fund adviser
    No custodian reported
    $3.7B
  13. 2533
    Fourth Sail Capital US LPBoca Raton, FL · 7 clientsPrivate fund adviser
    No custodian reported
    $3.7B
  14. 2534
    Frost Investment ServicesSan Antonio, TX · 3,656 clientsWealth managerBank-affiliatedHybridFrost Brokerage Services, Inc., clears through National Financial Services (Fidelity)
    Fidelity 100%
    $3.7B
  15. 2535
    Stoker Ostler, A Part of BMO Financial GroupScottsdale, AZ · 1,585 clientsWealth managerBank-affiliatedAffiliated broker-dealerBMO Nesbitt Burns Securities LTD.
    Schwab 100%
    $3.7B
  16. 2536
    Lumint CorporationBoston, MAAsset manager
    No custodian reported
    $3.7B
  17. 2537
    Soleus Capital Management, L.P.Greenwich, CT · 14 clientsPrivate fund adviser
    No custodian reported
    $3.7B
  18. 2538
    TGM Associates L.P.New York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $3.7B
  19. 2539
    Caledonia US, LPNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $3.7B
  20. 2540
    360 One Portfolio Managers LimitedMumbai, India · 2,096 clientsWealth managerAffiliated broker-dealer360 One Capital (canada) Limited, 360 One Capital Market Private Limited
    Hdfc Bank 94%
    $3.6B
  21. 2541
    Victory Park CapitalChicago, IL · 42 clientsPrivate fund adviserAffiliated broker-dealerTriumph Capital Markets, LLC
    No custodian reported
    $3.6B
  22. 2542
    Bcsf Advisors, LPBoston, MA · 3 clientsAsset managerHybridBain Capital Markets, LLC
    No custodian reported
    $3.6B
  23. 2543
    Mozaic, LLCBeverly Hills, CA · 93 clientsWealth manager
    J.P. Morgan 68%Fiduciary Trust Company, International 32%
    $3.6B
  24. 2544
    Infrastructure Capital Advisors, LLCNew York, NY · 10 clientsAsset manager
    Interactive Brokers 100%
    $3.6B
  25. 2545
    S3 Capital Advisors LLCNew York, NY · 24 clientsPrivate fund adviser
    No custodian reported
    $3.6B
  26. 2546
    First Sentier InvestorsBarangaroo NSW, Australia · 2 clientsPrivate fund adviserHybrid
    No custodian reported
    $3.6B
  27. 2547
    Braidwell LPStamford, CT · 13 clientsPrivate fund adviser
    No custodian reported
    $3.6B
  28. 2548
    Provenance Wealth AdvisorsFort Lauderdale, FL · 3,111 clientsBroker-dealer firmHybridPWA Securities, LLC, clears through Raymond James
    Raymond James 87%
    $3.6B
  29. 2549
    Ulrich Investment ConsultantsAlbuquerque, NM · 301 clientsAsset manager
    Schwab 73%BOK Financial 27%
    $3.6B
  30. 2550
    Palladium Equity Partners Advisor, LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $3.6B
  31. 2551
    Axar Capital Management LPNew York, NY · 25 clientsPrivate fund adviser
    BNY 48%Fifth Third Bank 31%
    $3.6B
  32. 2552
    CM Wealth Advisors LLCBeachwood, OH · 244 clientsWealth manager
    BNY 94%
    $3.6B
  33. 2553
    SAX Wealth Advisors, LLCParsippany, NJ · 1,655 clientsWealth manager
    Fidelity 55%Schwab 45%
    $3.6B
  34. 2554
    EhlersMinneapolis, MN · 300 clientsAsset manager
    Pershing 73%U.S. Bancorp Investments 27%
    $3.6B
  35. 2555
    Regan CapitalDallas, TX · 53 clientsAsset managerHybrid
    Northern Trust 53%U.S. Bank 30%
    $3.6B
  36. 2556
    Retirement Planners of AmericaPlano, TX · 5,657 clientsWealth managerWrap sponsor
    Pershing 100%
    $3.6B
  37. 2557
    The Burney CompanyReston, VA · 1,926 clientsWealth manager
    Schwab 100%
    $3.6B
  38. 2558
    Courier Capital, LLCBuffalo, NY · 2,212 clientsWealth managerBank-affiliated
    Schwab 100%
    $3.6B
  39. 2559
    OHA Private Credit Advisors LLCNew York, NY · 1 clientsAsset managerHybridT. Rowe Price Investment Services, Inc.
    No custodian reported
    $3.6B
  40. 2560
    Cambria Investment Management, L.P.Manhattan Beach, CA · 203 clientsAsset managerHybrid
    Betterment 100%
    $3.6B

RIAs by state