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Est. 2026The front page of wealth managementNew York

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FP Year-end tax planning: 5 moves advisors should review with clients4K 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 complex
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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. 2881
    Centerbook Partners LPGreenwich, CT · 9 clientsPrivate fund adviser
    No custodian reported
    $2.9B
  2. 2882
    Renaissance Investment ManagementCovington, KY · 1,983 clientsAsset managerAffiliated broker-dealer
    Morgan Stanley 100%
    $2.9B
  3. 2883
    Farther Asset Management, LLCSan Francisco, CA · 9,645 clientsWealth managerWrap sponsorAffiliated broker-dealerFarther Securities, LLC
    Schwab 51%Fidelity 49%
    $2.9B
  4. 2884
    Polychain Capital LPSan Francisco, CA · 19 clientsPrivate fund adviser
    No custodian reported
    $2.9B
  5. 2885
    Sylebra Capital LLCPalo Alto, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $2.9B
  6. 2886
    Asset Management One USA Inc.New York, NY · 7 clientsAsset managerAffiliated broker-dealerGreenhill & Co., LLC, Mizuho Securities Co., LTD.
    Mufg Alternative Fund Services (cayman) Limited 100%
    $2.9B
  7. 2887
    Fort Point Capital Partners LLCSan Francisco, CA · 441 clientsWealth managerHybrid
    Schwab 60%Fidelity 40%
    $2.9B
  8. 2888
    RRG Capital Management LLCLos Angeles, CA · 16 clientsPrivate fund adviser
    No custodian reported
    $2.9B
  9. 2889
    Lynrock Lake LPRye Brook, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $2.9B
  10. 2890
    Smith Salley Wealth ManagementGreensboro, NC · 1,129 clientsWealth manager
    Schwab 51%Fidelity 49%
    $2.9B
  11. 2891
    Hardy Reed, LLCTupelo, MS · 395 clientsWealth manager
    Fidelity 86%
    $2.9B
  12. 2892
    CPS Investment AdvisorsLakeland, FL · 3,377 clientsWealth manager
    Fidelity 100%
    $2.9B
  13. 2893
    Deschutes Investment Consulting, LLCPortland, OR · 493 clientsAsset manager
    Fidelity 56%Schwab 44%
    $2.9B
  14. 2894
    Keywise Capital Management (HK) LimitedHong Kong, Hong Kong · 11 clientsAsset manager
    Citi 100%
    $2.9B
  15. 2895
    DFW Capital PartnersNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $2.9B
  16. 2896
    RMR Wealth Builders, Inc.Montclair, NJ · 2,099 clientsWealth manager
    Fidelity 87%
    $2.9B
  17. 2897
    Westchester Capital Management, LLCValhalla, NY · 7 clientsAsset managerAffiliated broker-dealerVP Distributors LLC
    No custodian reported
    $2.9B
  18. 2898
    Gladius Capital Management LPPark City, UT · 8 clientsPrivate fund adviser
    Lloyds Bank PLC 39%J.P. Morgan 39%HSBC Bank USA 22%
    $2.9B
  19. 2899
    MAN Investment Partners (US) LPNew York, NY · 34 clientsPrivate fund adviserAffiliated broker-dealerMAN Investments Inc.
    Barclays Bank PLC 100%
    $2.9B
  20. 2900
    Electric Capital Partners, LLCPalo Alto, CA · 30 clientsPrivate fund adviser
    Anchorage Trust 64%
    $2.9B
  21. 2901
    Regal Investment Advisors LLCKentwood, MI · 8,302 clientsWealth managerHybridRegulus Financial Group, LLC, clears through Pershing
    Fidelity Distributors Company 71%Schwab 29%
    $2.9B
  22. 2902
    LM Advisors LLCSan Diego, CA · 585 clientsWealth manager
    Morgan Stanley 100%
    $2.9B
  23. 2903
    Capital Counsel LLCNew York, NY · 224 clientsWealth manager
    BNY 100%
    $2.9B
  24. 2904
    Casdin Capital, LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $2.9B
  25. 2905
    Rockwood Wealth Management, LLCNew Hope, PA · 971 clientsWealth manager
    Fidelity 77%Schwab 23%
    $2.9B
  26. 2906
    Leeward InvestmentsBoston, MA · 2,700 clientsAsset manager
    BNY 55%Northern Trust 45%
    $2.9B
  27. 2907
    Melqart Asset Management (UK) LTDLondon, United Kingdom · 6 clientsPrivate fund adviser
    J.P. Morgan 61%
    $2.9B
  28. 2908
    Capstone Financial Advisors IncDowners Grove, IL · 1,072 clientsWealth manager
    Schwab 100%
    $2.9B
  29. 2909
    Hollencrest Capital ManagementNewport Beach, CA · 477 clientsWealth manager
    Schwab 100%
    $2.9B
  30. 2910
    Nx1 Capital LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $2.9B
  31. 2911
    Meeder Advisory Services, Inc.Dublin, OH · 3,636 clientsWealth managerWrap sponsorHybridMeeder Distribution Services, Inc.
    Pershing 45%Schwab 43%
    $2.9B
  32. 2912
    Timothy Partners, LTD.Maitland, FL · 1 clientsBroker-dealer firmHybrid
    No custodian reported
    $2.9B
  33. 2913
    Park West Asset Management LLCSan Francisco, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $2.9B
  34. 2914
    Waters, Parkerson & Co., LLCNew Orleans, LA · 794 clientsWealth manager
    Schwab 100%
    $2.9B
  35. 2915
    Kellogg Asset Management, LLCGreen Bay, WI · 1 clientsAsset managerHybridAssociated Investment Services, Inc.
    Associated Trust Company 68%
    $2.9B
  36. 2916
    Blockchain Capital, LLCSan Francisco, CA · 19 clientsPrivate fund adviser
    No custodian reported
    $2.9B
  37. 2917
    Veris Wealth Partners, LLCOakland, CA · 346 clientsWealth managerPublic-company owned
    Fidelity Distributors Company 77%Schwab 23%
    $2.9B
  38. 2918
    Port Capital LLCChicago, IL · 482 clientsAsset manager
    Pershing 85%
    $2.9B
  39. 2919
    Cooper McManusIrvine, CA · 3,482 clientsWealth managerHybrid
    Schwab 83%
    $2.9B
  40. 2920
    Legacy Knight MFO, LLCDallas, TX · 53 clientsWealth manager
    Goldman Sachs 100%
    $2.8B

RIAs by state