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IN Digital asset custody reshapes how banks compete in tokenized financeIN Wealth firms report organic growth rebound, but process gaps persistIN Shareholder support rebounds even as proxy proposals hit new lowIN AI governance gaps leave RIAs exposed to a new wave of cyber threatsIN Home affordability crisis deepens as mortgage rates and hidden costs riseFP 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?
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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. 2961
    Rothschild InvestmentChicago, IL · 1,246 clientsBroker-dealer firmHybrid
    Pershing 88%
    $2.8B
  2. 2962
    Titleist Asset Management, LLCSan Antonio, TX · 2,151 clientsWealth managerHybridTitleist Capital, LLC
    Schwab 39%Raymond James 31%Fidelity 30%
    $2.8B
  3. 2963
    Diversified, LLCWilmington, DE · 2,002 clientsWealth managerHybrid
    SEI 82%
    $2.8B
  4. 2964
    Pointer Management, LLCChattanooga, TN · 6 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  5. 2965
    Berkshire Asset Management, LLCWilkes-Barre, PA · 2,479 clientsWealth managerHybridIM Global US Distributors LLC
    Schwab 57%Wells Fargo 43%
    $2.8B
  6. 2966
    Veta Investment Partners, LLCLawrence, KSAsset managerAffiliated broker-dealerAE Financial Services, LLC, Madison Avenue Securities, LLC, clears through National Financial Services (Fidelity)
    U.S. Bank 100%
    $2.8B
  7. 2967
    Blackstone Real Estate Advisors Europe L.P.New York, NY · 7 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    No custodian reported
    $2.8B
  8. 2968
    Stone Hill Fiduciary Management, LLCGreat Neck, NY · 94 clientsAsset manager
    Fidelity Management Trust 100%
    $2.8B
  9. 2969
    Johnson BrunettiWethersfield, CT · 6,044 clientsWealth managerAffiliated broker-dealerAlera Securities LLC
    Fidelity 100%
    $2.8B
  10. 2970
    LRI InvestmentsPalm Beach Gardens, FL · 582 clientsWealth managerHybrid
    Pershing 0%
    $2.8B
  11. 2971
    Ohana AdvisorsSan Rafael, CA · 22 clientsWealth manager
    No custodian reported
    $2.8B
  12. 2972
    ESI Financial AdvisorsMontpelier, VT · 12,379 clientsBroker-dealer firmHybrid
    Fidelity 90%
    $2.8B
  13. 2973
    Cain International Advisers LimitedLondon, United Kingdom · 8 clientsAsset managerAffiliated broker-dealerJohnstone Brokerage Services, LLC, Security Distributors, LLC
    No custodian reported
    $2.8B
  14. 2974
    Expand Financial, LLC1,858 clientsAsset manager
    MID Atlantic Trust 44%Matrix Trust 44%
    $2.8B
  15. 2975
    MarinerOverland Park,, KS · 3,537 clientsWealth managerAffiliated broker-dealerMsec, LLC, W G Securities, LLC, clears through National Financial Services (Fidelity)
    Fidelity 100%
    $2.8B
  16. 2976
    Barwick & Partners, Inc.360 clientsAsset manager
    Schwab 82%
    $2.8B
  17. 2977
    Stegner Investment Associates IncLouisville, KY · 235 clientsAsset manager
    Lincoln Financial Group Trust 45%Schwab 34%
    $2.8B
  18. 2978
    Cordiant Capital Inc.Montreal, Canada · 8 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  19. 2979
    ArdianNew York, NY · 10 clientsPrivate fund adviserHybrid
    No custodian reported
    $2.8B
  20. 2980
    Singerman Real Estate Management Company, L.P.Chicago, IL · 13 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  21. 2981
    Pretium Credit Management, LLCNew York, NY · 15 clientsPrivate fund adviserAffiliated broker-dealerPretium Securities, LLC
    No custodian reported
    $2.8B
  22. 2982
    Nexpoint Asset Management, L.P.Dallas, TX · 5 clientsAsset managerAffiliated broker-dealerNexadvisors, LLC, Nexpoint Securities, Inc.
    No custodian reported
    $2.8B
  23. 2983
    GHK Capital Partners LPGreenwich, CT · 10 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  24. 2984
    Consonance Capital Partners, LPNew York, NY · 16 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  25. 2985
    Turtle Creek Wealth Advisors, LLCDallas, TX · 140 clientsWealth managerPublic-company owned
    Schwab 100%
    $2.8B
  26. 2986
    Holdco Asset Management, LPFort Lauderdale, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  27. 2987
    Raine Capital LLCNew York, NY · 40 clientsPrivate fund adviserHybridRaine Advisors India Private Limited, Raine Advisors Limited
    No custodian reported
    $2.8B
  28. 2988
    Ryan ALM Advisers, LLC9 clientsAsset manager
    Northern Trust 100%
    $2.8B
  29. 2989
    A16z Perennial Management, L.P.Menlo Park, CA · 73 clientsWealth manager
    Fidelity 100%
    $2.8B
  30. 2990
    CDH Investment Advisory Private LimitedSingapore, Singapore · 5 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  31. 2991
    Falcons I, LLCAtlanta, GA · 1 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  32. 2992
    Peconic Partners LLCNew York, NY · 8 clientsPrivate fund adviser
    J.P. Morgan 100%
    $2.7B
  33. 2993
    Arete Wealth Advisors, LLCChicago, IL · 5,426 clientsBroker-dealer firmHybridArete Wealth Management, LLC, clears through Pershing
    No custodian reported
    $2.7B
  34. 2994
    Guardian Wealth Advisors, LLCRaleigh, NC · 2,262 clientsWealth managerHybrid
    Schwab 100%
    $2.7B
  35. 2995
    Dearborn Partners L.L.C.Chicago, IL · 285 clientsAsset managerHybrid
    Schwab 68%J.P. Morgan 32%
    $2.7B
  36. 2996
    DW Healthcare PartnersPark City, UT · 12 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  37. 2997
    Abner Herrman & Brock, LLCJersey City, NJ · 2,403 clientsWealth managerWrap sponsor
    UBS 29%LPL Financial 28%Fidelity Distributors Company 27%
    $2.7B
  38. 2998
    Bison Wealth, LLCAtlanta, GA · 9,003 clientsWealth managerHybrid
    Fidelity 65%Schwab 35%
    $2.7B
  39. 2999
    Black Chamber Partners, LLCWashington, DC · 9 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  40. 3000
    Serone Capital Management LLPLondon, United Kingdom · 14 clientsPrivate fund adviser
    BNY 69%Morgan Stanley 31%
    $2.7B

RIAs by state