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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. 2921
    Maslow Wealth AdvisorsAustin, TX · 395 clientsWealth manager
    Schwab 100%
    $2.8B
  2. 2922
    Investment Consulting Group IncDavenport, IA · 179 clientsAsset manager
    Quad City Bank & Trust 49%
    $2.8B
  3. 2923
    Key Financial, Inc.West Chester, PA · 1,418 clientsWealth managerHybrid
    Pershing 100%
    $2.8B
  4. 2924
    Strategic Capital Allocation Group, L.L.C.Boston, MA · 8 clientsAsset manager
    No custodian reported
    $2.8B
  5. 2925
    Edgewater Services, LLCChicago, IL · 34 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  6. 2926
    West Financial Services, Inc.McLean, VA · 964 clientsWealth managerBank-affiliated
    Fidelity Distributors Company 61%Schwab 39%
    $2.8B
  7. 2927
    Brick Capital Management IncEast Lansing, MI · 20 clientsAsset manager
    No custodian reported
    $2.8B
  8. 2928
    Raith Capital PartnersNew York, NY · 24 clientsPrivate fund adviser
    State Street 85%
    $2.8B
  9. 2929
    Quantitative Systematic Strategies LLCSt. Augustine, FL · 2 clientsAsset manager
    No custodian reported
    $2.8B
  10. 2930
    Manchester Capital Management LLCManchester, VT · 234 clientsWealth manager
    Schwab 100%
    $2.8B
  11. 2931
    Saba LT, LPNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  12. 2932
    Ardmore Road Asset Management LPWestport, CT · 14 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  13. 2933
    Fragasso Financial AdvisorsSewickley, PA · 2,205 clientsWealth managerHybrid
    Schwab 100%
    $2.8B
  14. 2934
    Easterly Investment Partners LLCBeverly, MA · 211 clientsAsset managerHybridEasterly Securities LLC
    Northern Trust 100%
    $2.8B
  15. 2935
    Pamplona Capital Management LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  16. 2936
    Basswood Capital Management, L.L.C.New York, NY · 11 clientsPrivate fund adviser
    Morgan Stanley 72%J.P. Morgan 25%
    $2.8B
  17. 2937
    Trek FinancialScottsdale, AZ · 4,688 clientsWealth manager
    Schwab 100%
    $2.8B
  18. 2938
    Mariner Institutional, LLCWinter Park, FL · 59 clientsAsset managerAffiliated broker-dealerMsec, LLC, W G Securities, LLC, clears through National Financial Services (Fidelity)
    No custodian reported
    $2.8B
  19. 2939
    Two Seas Capital LPRye, NY · 14 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  20. 2940
    Newmarket Investment Management, LPPhiladelphia, PA · 28 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  21. 2941
    Pearl Diver Capital LLPLondon, United Kingdom · 18 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  22. 2942
    Kaufman Hall Investment ManagementBrentwood, TN · 28 clientsAsset manager
    Computershare Corporate Trust 42%U.S. Bancorp Investments 40%
    $2.8B
  23. 2943
    Cloud Capital Advisors LLCWashington, DC · 9 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  24. 2944
    Kawa Capital Management, Inc.Hallandale Beach, FL · 56 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  25. 2945
    Main Management ETF Advisors, LLCSan Francisco, CA · 3 clientsAsset manager
    No custodian reported
    $2.8B
  26. 2946
    Lubert-Adler Management Company, L.P.Philadelphia, PA · 27 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  27. 2947
    Cordoba Advisory Partners LLCNew York, NY · 62 clientsWealth manager
    J.P. Morgan 63%
    $2.8B
  28. 2948
    Angeles Wealth Management, LLCSanta Monica, CA · 212 clientsWealth manager
    Schwab 100%
    $2.8B
  29. 2949
    L 1 Global Wealth LLCCoconut Grove, FL · 17 clientsWealth managerHybrid
    No custodian reported
    $2.8B
  30. 2950
    MVP Manager LLCNew York, NY · 82 clientsPrivate fund adviserHybridVntr Securities LLC
    No custodian reported
    $2.8B
  31. 2951
    Bowie Capital Management, LLCRichardson, TX · 10 clientsPrivate fund adviser
    Schwab 36%BNY 24%Northern Trust 23%
    $2.8B
  32. 2952
    Strategic Financial ServicesUtica, NY · 1,336 clientsWealth manager
    Schwab 100%
    $2.8B
  33. 2953
    Toms Capital Investment Management LPNew York, NY · 10 clientsPrivate fund adviser
    Morgan Stanley 100%
    $2.8B
  34. 2954
    MLC Asset Management US LLCNew York, NY · 17 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  35. 2955
    Peakline Partners, LLCChicago, IL · 57 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  36. 2956
    Western Asset Management Company PTE LTDSingapore, Singapore · 10 clientsAsset managerAffiliated broker-dealer
    State Street 73%HSBC 27%
    $2.8B
  37. 2957
    Paul Comstock PartnersHouston, TX · 120 clientsWealth manager
    Schwab 80%
    $2.8B
  38. 2958
    Willow Tree Credit Partners LPNew York, NY · 14 clientsPrivate fund adviser
    U.S. Bank 31%UMB Bank 31%
    $2.8B
  39. 2959
    CapitalspringNashville, TN · 15 clientsPrivate fund adviser
    UBS 100%
    $2.8B
  40. 2960
    Avenir Management Company, LLCNew York, NY · 40 clientsPrivate fund adviser
    No custodian reported
    $2.8B

RIAs by state