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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. 2801
    Cornerstone Advisors, LLCAsheville, NC · 2 clientsAsset manager
    No custodian reported
    $3.0B
  2. 2802
    Silvant Capital Management LLCAtlanta, GA · 32 clientsAsset managerHybridVP Distributors LLC
    U.S. Bank 35%Truist Bank 30%
    $3.0B
  3. 2803
    Compass Group Management LLCWestport, CTAsset manager
    No custodian reported
    $3.0B
  4. 2804
    Pharmakon Advisors, LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $3.0B
  5. 2805
    Jadian Capital, LPStamford, CT · 43 clientsPrivate fund adviser
    No custodian reported
    $3.0B
  6. 2806
    Overland Advisors, LLCNew York, NY · 2 clientsAsset manager
    No custodian reported
    $3.0B
  7. 2807
    Obermeyer Wealth PartnersAspen, CO · 1,157 clientsWealth manager
    Schwab 89%
    $3.0B
  8. 2808
    Pittenger & Anderson IncLincoln, NE · 920 clientsWealth manager
    Schwab 100%
    $3.0B
  9. 2809
    Gibson Capital, LLCWexford, PA · 247 clientsWealth manager
    Fidelity 100%
    $3.0B
  10. 2810
    Paradigm Global InvestorsDallas, TXAsset manager
    No custodian reported
    $3.0B
  11. 2811
    Carrick Lane LLCNew York, NY · 656 clientsWealth manager
    Fidelity 70%Schwab 30%
    $3.0B
  12. 2812
    New Republic PartnersCharlotte, NC · 108 clientsAsset manager
    Schwab 100%
    $3.0B
  13. 2813
    Landscape Capital Management LLCEnglewood, NJ · 7 clientsPrivate fund adviser
    UBS 58%J.P. Morgan 42%
    $3.0B
  14. 2814
    Adams Diversified Equity Fund, Inc.Baltimore, MD · 1 clientsAsset manager
    No custodian reported
    $3.0B
  15. 2815
    Strategic Global Advisors, LLCNewport Beach, CA · 11 clientsAsset manager
    State Street 43%Northern Trust 33%BNY 25%
    $3.0B
  16. 2816
    AEW Capital Management LPBoston, MA · 15 clientsAsset managerHybridNatixis Distribution, LLC, Natixis Investment Managers International
    BNY 73%Northern Trust 27%
    $3.0B
  17. 2817
    Globalt InvestmentsAtlanta, GA · 3,248 clientsWealth managerWrap sponsor
    Fidelity 100%
    $3.0B
  18. 2818
    AXS Investments LLCPort Chester, NY · 71 clientsAsset managerHybrid
    No custodian reported
    $3.0B
  19. 2819
    Seabury Capital Management LLCNew York, NY · 1 clientsPrivate fund adviserHybridSeabury Securities (UK) LTD, Seabury Securities LLC
    No custodian reported
    $3.0B
  20. 2820
    Elm WealthPhiladelphia, PA · 655 clientsWealth manager
    Fidelity 54%Schwab 35%
    $3.0B
  21. 2821
    Alua Capital Management LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $3.0B
  22. 2822
    Chesley, Taft & Associates, LLCChicago, IL · 635 clientsWealth manager
    Schwab 86%
    $3.0B
  23. 2823
    FS Global Advisor, LLCPhiladelphia, PA · 8 clientsAsset managerHybridFS Investment Solutions, LLC
    No custodian reported
    $3.0B
  24. 2824
    Blackstone Strategic Alliance Advisors L.L.C.New York, NY · 7 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    No custodian reported
    $3.0B
  25. 2825
    WP Global Partners LLCChicago, IL · 53 clientsPrivate fund adviser
    No custodian reported
    $3.0B
  26. 2826
    Shariaportfolio, Inc.Lake Mary, FL · 935 clientsAsset manager
    Schwab 99%
    $3.0B
  27. 2827
    Boulay WealthEden Prairie, MN · 1,123 clientsWealth managerHybrid
    Schwab 84%
    $3.0B
  28. 2828
    Argonaut Private Capital, LPTulsa, OK · 8 clientsPrivate fund adviser
    No custodian reported
    $3.0B
  29. 2829
    Barksdale Investment ManagementNashville, TN · 54 clientsAsset manager
    Morgan Stanley 47%
    $3.0B
  30. 2830
    Crownstone Advisory & Investment CorpNew York, NY · 1 clientsAsset manager
    No custodian reported
    $3.0B
  31. 2831
    Allocate Management Company, LLCPalo Alto, CA · 167 clientsPrivate fund adviser
    No custodian reported
    $3.0B
  32. 2832
    Larch Capital Partners LLCMiami, FL · 355 clientsAsset manager
    Banco Santander International 59%Morgan Stanley 41%
    $3.0B
  33. 2833
    Columbia Cent CLO Advisers, LLCBoston, MA · 10 clientsPrivate fund adviserHybridAmerican Enterprise Investment Services Inc., Ameriprise Financial Services, LLC
    No custodian reported
    $3.0B
  34. 2834
    Trinity Hunt Management, L.P.Dallas, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $3.0B
  35. 2835
    Vicus Capital, Inc.State College, PA · 6,277 clientsWealth managerHybrid
    Fidelity 100%
    $3.0B
  36. 2836
    Northwall Capital LLPLondon, United Kingdom · 25 clientsPrivate fund adviser
    U.S. Bank 100%
    $3.0B
  37. 2837
    DLD Asset Management, LPNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $3.0B
  38. 2838
    Delta GlobalNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $3.0B
  39. 2839
    Ccaventus Asset Management LPNew York, NY · 31 clientsPrivate fund adviserHybridArena Financial Services, LLC
    J.P. Morgan 100%
    $3.0B
  40. 2840
    Baltimore-Washington Financial AdvisorsColumbia, MD · 5,301 clientsWealth manager
    Schwab 100%
    $3.0B

RIAs by state