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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. 2561
    Venturi Private WealthBoise, ID · 720 clientsWealth manager
    Fidelity 100%
    $3.6B
  2. 2562
    Sigfig Wealth Management LLCSan Francisco, CA · 106,361 clientsWealth manager
    Wells Fargo 83%
    $3.6B
  3. 2563
    Abacus Wealth PartnersSanta Monica, CA · 1,574 clientsWealth manager
    Schwab 100%
    $3.6B
  4. 2564
    Calydon Capital, LLCMemphis, TN · 297 clientsWealth manager
    Fidelity 74%Schwab 26%
    $3.6B
  5. 2565
    SPF Investment Management, L.P.New York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $3.6B
  6. 2566
    Marble BAR Asset Management LLPLondon, United Kingdom · 22 clientsPrivate fund adviser
    No custodian reported
    $3.6B
  7. 2567
    MPM BioimpactBoston, MA · 23 clientsPrivate fund adviser
    No custodian reported
    $3.6B
  8. 2568
    ElephantBoston, MA · 13 clientsPrivate fund adviser
    No custodian reported
    $3.6B
  9. 2569
    Apollo Manager, LLCNew York, NY · 2 clientsAsset managerHybridApollo Global Securities, LLC, Athene Securities, LLC, clears through Pershing
    J.P. Morgan 50%State Street 50%
    $3.6B
  10. 2570
    Cressey & Company LPChicago, IL · 12 clientsPrivate fund adviser
    No custodian reported
    $3.6B
  11. 2571
    PNC Real EstateLouisville, KY · 72 clientsPrivate fund adviserHybridPNC Capital Markets LLC, PNC Wealth Management
    No custodian reported
    $3.6B
  12. 2572
    Anthelion Capital Partners LLCNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  13. 2573
    Steele Capital Management, Inc.Dubuque, IA · 1,644 clientsWealth manager
    Schwab 100%
    $3.5B
  14. 2574
    Quad-C Management, Inc.Charlottesville, VA · 2 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  15. 2575
    FIL Investment Advisors (UK) LTD.Tadworth, Surrey, United Kingdom · 7 clientsAsset manager
    No custodian reported
    $3.5B
  16. 2576
    Eterna Growth PartnersBoston, MA · 9 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  17. 2577
    Liberty Strategic CapitalWashington, DC · 3 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  18. 2578
    SIT Investment Associates, IncMinneapolis, MN · 44 clientsAsset managerHybridSIA Securities Corp.
    Northern Trust 70%
    $3.5B
  19. 2579
    Retirement Plan Advisors, LLCChicago, IL · 10,031 clientsAsset managerHybridRetirement Plan Advisors Services, LLC
    Great-West Trust Company 81%
    $3.5B
  20. 2580
    Sycamore Tree Capital Partners, L.P.Dallas, TX · 13 clientsPrivate fund adviserHybrid
    Northern Trust 100%
    $3.5B
  21. 2581
    Oneascent Financial Services LLCBirmingham, AL · 5,279 clientsWealth managerHybrid
    Schwab 81%
    $3.5B
  22. 2582
    Burkehill Global Management, LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  23. 2583
    Visionary Wealth Advisors, LLCSt. Louis, MO · 4,262 clientsWealth manager
    Schwab 87%
    $3.5B
  24. 2584
    Mill Point Capital LLCNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  25. 2585
    Breakwall Investment Advisor LLCPort Washington, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  26. 2586
    Pathlight CapitalBoston, MA · 14 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  27. 2587
    Greenwich Wealth Management, LLCGreenwich, CT · 625 clientsWealth manager
    Interactive Brokers 100%
    $3.5B
  28. 2588
    Deer Park Road Management Company, LPSteamboat Springs, CO · 13 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  29. 2589
    Bryn Mawr Trust Advisors, LLCPhiladelphia, PA · 1,409 clientsWealth managerBank-affiliated
    Schwab 55%Fidelity 45%
    $3.5B
  30. 2590
    Bentallgreenoak Strategic Capital PartnersNew York, NY · 86 clientsPrivate fund adviserAffiliated broker-dealerAdvisors Asset Management, Inc., BGO Capital (canada) Inc.
    No custodian reported
    $3.5B
  31. 2591
    UG Investment Advisers LTD.Taipei, Taiwan, Republic of China · 2 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  32. 2592
    Equity Investment CorpAtlanta, GA · 6,761 clientsWealth managerWrap sponsorHybrid
    Wells Fargo 54%UBS 46%
    $3.5B
  33. 2593
    Andros Capital Partners LLCHouston, TX · 11 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  34. 2594
    Stellus Capital Management, LLCHouston, TX · 20 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  35. 2595
    Foundry Group, LLCBoulder, CO · 15 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  36. 2596
    Global Forest Partners LPLebanon, NH · 19 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  37. 2597
    Valley Forge Investment Consultants, Inc.Audubon, PA · 384 clientsAsset managerHybrid
    Empower Financial Services 30%Voya Financial Partners 24%Schwab 23%Fidelity 23%
    $3.5B
  38. 2598
    Advisor Resource CouncilDallas, TX · 11,836 clientsWealth managerWrap sponsorHybrid
    LPL Financial 89%
    $3.5B
  39. 2599
    Systematic Alpha Investments, LLCPrinceton, NJ · 2 clientsWealth managerAffiliated broker-dealerPave Securities, LLC, clears through Interactive Brokers
    Merrill / Bank of America 49%Northern Trust 43%
    $3.5B
  40. 2600
    1607 Capital Partners, LLCRichmond, VA · 13 clientsAsset manager
    The Bank of NY Mellon 74%
    $3.5B

RIAs by state