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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. 2641
    Cohen Klingenstein, LLCNew York, NY · 112 clientsPrivate fund adviser
    Oppenheimer & Co. 100%
    $3.4B
  2. 2642
    Upfront VenturesLos Angeles, CA · 25 clientsPrivate fund adviser
    No custodian reported
    $3.4B
  3. 2643
    Seafarer Capital Partners, LLCLarkspur, CA · 2 clientsAsset managerHybrid
    No custodian reported
    $3.4B
  4. 2644
    Sumeru Equity PartnersSan Mateo, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $3.4B
  5. 2645
    Diversis Capital Management, L.P.Los Angeles, CA · 15 clientsPrivate fund adviser
    No custodian reported
    $3.4B
  6. 2646
    Westfuller Advisors, LLCNew York, NY · 88 clientsAsset managerAffiliated broker-dealerCeladon Financial Group LLC, clears through RBC Capital Markets, Wedbush
    Pershing 69%Northern Trust 31%
    $3.4B
  7. 2647
    Five Arrows Managers North America LLCManhattan Beach, CA · 11 clientsPrivate fund adviserAffiliated broker-dealerRothschild & Co US Inc.
    No custodian reported
    $3.4B
  8. 2648
    Banneker Partners LLCSan Francisco, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $3.4B
  9. 2649
    Colony Family Offices, LLCCharlotte, NC · 656 clientsWealth manager
    Fidelity 100%
    $3.4B
  10. 2650
    Proprium Capital Partners, L.P.Stamford, CT · 10 clientsPrivate fund adviser
    No custodian reported
    $3.4B
  11. 2651
    North Star Asset Management IncNeenah, WI · 3,554 clientsWealth manager
    Schwab 100%
    $3.4B
  12. 2652
    Stokes Family Office LLCNew Orleans, LA · 795 clientsWealth manager
    Fidelity 100%
    $3.4B
  13. 2653
    Summitry, LLCFoster City, CA · 1,327 clientsWealth manager
    Schwab 100%
    $3.4B
  14. 2654
    Ducenta Squared Asset ManagementEl Segundo, CA · 457 clientsAsset manager
    State Street 48%
    $3.3B
  15. 2655
    Marble Capital LPHouston, TX · 17 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  16. 2656
    Warwick Capital Partners (US) LPStamford, CT · 9 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  17. 2657
    Newspring CapitalRadnor, PA · 27 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  18. 2658
    Recognize Partners LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  19. 2659
    Red Cedar Investment ManagementGrand Rapids, MI · 26 clientsAsset manager
    US Bancorp 58%Schwab 26%
    $3.3B
  20. 2660
    Lasalle Investment Management SecuritiesBaltimore, MD · 12 clientsPrivate fund adviserAffiliated broker-dealer
    Sumitome Mitsui Trust Bank (u.s.a.) Limited 38%J.P. Morgan 36%State Street 26%
    $3.3B
  21. 2661
    Meeder Asset Management, Inc.Dublin, OH · 233 clientsAsset managerHybridMeeder Distribution Services, Inc.
    Huntington National Bank 100%
    $3.3B
  22. 2662
    VWH Capital Management, LPDallas, TX · 11 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  23. 2663
    Apollo Investment Management, L.P.New York, NY · 1 clientsAsset managerHybridApollo Global Securities, LLC, Athene Securities, LLC, clears through Pershing
    No custodian reported
    $3.3B
  24. 2664
    Aris InvestingGlenview, IL · 9 clientsAsset manager
    Schwab 100%
    $3.3B
  25. 2665
    Sovereign Investment Advisors LLCPhoenix, AZ · 41 clientsAsset manager
    Schwab 100%
    $3.3B
  26. 2666
    Stratos Investment Management, LLCBeachwood, OH · 3 clientsAsset managerHybridSEI Investments (south Africa) Limited, SEI Investments Distribution Co.
    Fidelity 76%Schwab 24%
    $3.3B
  27. 2667
    Schneider Downs Wealth Management Advisors, LPPittsburgh, PA · 786 clientsWealth managerAffiliated broker-dealerSchneider Downs Corporate Finance, LP
    Schwab 62%American Trust Investment Services 38%
    $3.3B
  28. 2668
    Security Capital Research & Management IncorporatedChicago, IL · 61 clientsAsset managerHybridJ.P. Morgan Institutional Investments Inc.
    State Street 43%Northern Trust 30%BNY 27%
    $3.3B
  29. 2669
    Certuity, LLCNorth Palm Beach, FL · 520 clientsWealth manager
    Schwab 100%
    $3.3B
  30. 2670
    Praxis Investment Management, Inc.Goshen, IN · 1 clientsAsset managerHybrid
    No custodian reported
    $3.3B
  31. 2671
    XML Financial GroupBethesda, MD · 2,944 clientsWealth managerWrap sponsorHybridXML Securities, LLC
    Wells Fargo 69%Fidelity 31%
    $3.3B
  32. 2672
    Smash Ventures Management Company LPWest Hollywood, CA · 21 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  33. 2673
    Emerald Advisers, LLCLeola, PA · 32 clientsAsset managerHybrid
    Northern Trust 45%State Street 28%BNY 27%
    $3.3B
  34. 2674
    Guardian Partners Inc.Toronto, Ontario, Canada · 3,051 clientsWealth managerBank-affiliatedAffiliated broker-dealerWorldsource Wealth Management Inc.
    National Bank Independent Network 90%
    $3.3B
  35. 2675
    Patria Capital Partners LLPEdinburgh, United Kingdom · 27 clientsPrivate fund adviserAffiliated broker-dealer
    No custodian reported
    $3.3B
  36. 2676
    Atalan Capital Partners, LPNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  37. 2677
    Innovia Wealth, LLCGrand Rapids, MI · 804 clientsWealth manager
    Fidelity 74%Schwab 26%
    $3.3B
  38. 2678
    Knightsbridge Advisers LLCBartlesville, OK · 25 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  39. 2679
    Focused Investors LLCLos Angeles, CA · 3 clientsAsset manager
    Northern Trust 53%UBS 47%
    $3.3B
  40. 2680
    Formentera Partners LPAustin, TX · 15 clientsPrivate fund adviser
    No custodian reported
    $3.3B

RIAs by state