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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. 2681
    Verger Capital ManagementWinston-Salem, NC · 10 clientsPrivate fund adviserHybrid
    Northern Trust 53%Fidelity 36%
    $3.3B
  2. 2682
    Mudrick CapitalNew York, NY · 49 clientsPrivate fund adviser
    Goldman Sachs 100%
    $3.3B
  3. 2683
    Ridgewood Energy CorporationHouston, TX · 20 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  4. 2684
    Greenvale Capital LLPLondon, United Kingdom · 5 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  5. 2685
    Whitetail Rock Capital Management, LLCLincoln, NE · 4 clientsAsset manager
    Union Bank & Trust 100%
    $3.3B
  6. 2686
    PotomacBethesda, MD · 1,261 clientsAsset managerHybrid
    Schwab 70%Fidelity Distributors Company 30%
    $3.3B
  7. 2687
    Cinven, Inc.New York, NY · 1 clientsAsset manager
    No custodian reported
    $3.3B
  8. 2688
    Darlington Partners Capital Management, LPGreenbrae, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  9. 2689
    Glasfunds, LLCCleveland, OH · 2 clientsPrivate fund adviserHybridGlasfunds Securities, LLC
    No custodian reported
    $3.3B
  10. 2690
    Northeast Investment Management IncBoston, MA · 1,651 clientsWealth manager
    BNY 100%
    $3.3B
  11. 2691
    Tremblant Advisors LPWest Palm Beach, FL · 2 clientsAsset managerHybrid
    No custodian reported
    $3.3B
  12. 2692
    Basepoint Advisors LLCNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  13. 2693
    Falcon Investment Advisors, LLCBoston, MA · 14 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  14. 2694
    Avantyr Capital Partners, LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  15. 2695
    York Capital ManagementNew York, NY · 17 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  16. 2696
    PFG AdvisorsPhoenix, AZ · 7,592 clientsWealth managerHybrid
    Schwab 100%
    $3.3B
  17. 2697
    SBB Research Group LLCNorthbrook, IL · 10 clientsPrivate fund adviser
    J.P. Morgan 39%E*Trade 35%Mesirow Financial 26%
    $3.3B
  18. 2698
    Gates Capital Management, Inc.New York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  19. 2699
    Blbb AdvisorsMontgomeryville, PA · 1,632 clientsWealth manager
    Pershing 73%
    $3.3B
  20. 2700
    Monograph Wealth Advisors, LLCManhattan Beach, CA · 213 clientsWealth manager
    Fidelity 56%Schwab 44%
    $3.2B
  21. 2701
    Advocacy Wealth Management, LLCAtlanta, GA · 1,720 clientsWealth manager
    Reliance Trust 47%Fidelity 41%
    $3.2B
  22. 2702
    Gryphon WealthJacksonville, FL · 695 clientsWealth managerWrap sponsor
    TradePMR / Robinhood 100%
    $3.2B
  23. 2703
    Bharcap Partners, LLCGreenwich, CT · 8 clientsAsset manager
    No custodian reported
    $3.2B
  24. 2704
    Cantor Fitzgerald Investment AdvisorsNew York, NY · 1,295 clientsAsset managerHybridCantor Fitzgerald & Co.
    Schwab 82%
    $3.2B
  25. 2705
    Growthcurve Capital LPNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $3.2B
  26. 2706
    Counterpoint FundsSan Diego, CA · 5 clientsAsset managerHybrid
    No custodian reported
    $3.2B
  27. 2707
    Meyer Handelman Company LLCRye Brook, NY · 487 clientsWealth manager
    Citi 79%
    $3.2B
  28. 2708
    Foresite CapitalWest Hollywood, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $3.2B
  29. 2709
    American Realty AdvisorsLos Angeles, CA · 14 clientsPrivate fund adviser
    No custodian reported
    $3.2B
  30. 2710
    LBC Credit PartnersRadnor, PA · 16 clientsPrivate fund adviser
    Computershare Trust Company 100%
    $3.2B
  31. 2711
    Chilton Capital Management LLCHouston, TX · 982 clientsWealth managerHybrid
    Schwab 72%Pershing 28%
    $3.2B
  32. 2712
    Lincoln Advisory Group, LLCChicago, ILAsset manager
    No custodian reported
    $3.2B
  33. 2713
    GCP Investment Advisor, LLCChicago, IL · 11 clientsPrivate fund adviser
    No custodian reported
    $3.2B
  34. 2714
    Vista Capital Partners, Inc.Portland, OR · 667 clientsWealth manager
    Schwab 100%
    $3.2B
  35. 2715
    Nassau Coramerica LLCEl Segundo, CA · 11 clientsAsset managerAffiliated broker-dealer1851 Securities, Inc
    J.P. Morgan 100%
    $3.2B
  36. 2716
    Vance Street Capital LLCLos Angeles, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $3.2B
  37. 2717
    Oberland Capital Management LLCNew York, NY · 26 clientsPrivate fund adviser
    J.P. Morgan 100%
    $3.2B
  38. 2718
    Clean Energy Transition International S.A.M.Monaco, Monaco, Monaco · 5 clientsPrivate fund adviser
    No custodian reported
    $3.2B
  39. 2719
    Cumberland AdvisorsSarasota, FL · 1,236 clientsWealth managerBank-affiliated
    Morgan Stanley 27%
    $3.2B
  40. 2720
    FS Digital Infrastructure Advisor, LLCPhiladelphia, PA · 46 clientsPrivate fund adviserHybridFS Investment Solutions, LLC
    No custodian reported
    $3.2B

RIAs by state