Monday, October 26, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab is the latest to leap on runaway 'Nevis' AI bandwagon with capital backing and a critical endorsementIN Elder fraud losses hit $3B as investment scams surge 42%, FTC saysFP When a client's health fails, is their advisor in the loop?FP What BNY's Wove move tells custodians about RIA tech prioritiesWM Your Clients’ Other Accounts Are Someone Else’s OpportunityIN SEC 2027 exam priorities target RIA fees, cash management and M&AIN Another ex-LPL Financial advisor in trouble, this time in Iowa4K Kitces Picks Best Financial Advisor Conferences for 2027WM Rockefeller Adds J.P. Morgan Team in HoustonIN Big firms locking down advisors with pay in 2027
AtlasFinancial ADVSR
Open free

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. 3801
    Goanna Capital Management LLC57 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  2. 3802
    McDonald Capital Investors IncOrinda, CA · 90 clientsWealth manager
    RBC 61%
    $1.9B
  3. 3803
    Monashee Investment Management, LLCBoston, MA · 5 clientsAsset manager
    Goldman Sachs 45%J.P. Morgan 30%Morgan Stanley 25%
    $1.9B
  4. 3804
    Tiger Pacific Capital LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  5. 3805
    Griffis Residential Investment AdvisorGreenwood Village, CO · 20 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  6. 3806
    IGP Industries, LLCSan Francisco, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  7. 3807
    Colonial Trust Advisors, Inc.Spartanburg, SC · 958 clientsWealth manager
    Fidelity 100%
    $1.9B
  8. 3808
    Willis Johnson WealthHouston, TX · 578 clientsWealth manager
    Fidelity 100%
    $1.9B
  9. 3809
    Tide Cycle Resources LLCPortsmouth, NH · 1 clientsWealth manager
    Vanguard 100%
    $1.9B
  10. 3810
    Coller EQTNew York, NY · 2 clientsAsset managerHybridEQT Partners BD, LLC
    No custodian reported
    $1.8B
  11. 3811
    CSM Capital CorporationNew York, NY · 55 clientsAsset manager
    Pershing 100%
    $1.8B
  12. 3812
    REX Advisers, LLCFairfield, CT · 20 clientsAsset managerHybrid
    No custodian reported
    $1.8B
  13. 3813
    Granite Investment Partners, LLCEl Segundo, CA · 489 clientsWealth manager
    Schwab 42%Northern Trust 41%
    $1.8B
  14. 3814
    Collaborative Fund Management LLCNew York, NY · 30 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  15. 3815
    Rockbridge Growth Equity Management, L.P.Detroit, MI · 10 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  16. 3816
    RIA AdvisorsHouston, TX · 1,367 clientsWealth manager
    Fidelity 100%
    $1.8B
  17. 3817
    Snowhawk LPNew York, NY · 11 clientsPrivate fund adviserAffiliated broker-dealer
    No custodian reported
    $1.8B
  18. 3818
    Kanawha Capital Management, LLCRichmond, VA · 572 clientsWealth managerAffiliated broker-dealerHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan
    Schwab 100%
    $1.8B
  19. 3819
    Palisades Hudson Asset Management, L.P.Fort Lauderdale, FL · 151 clientsWealth manager
    Schwab 46%Goldman Sachs 30%Fidelity 24%
    $1.8B
  20. 3820
    Lightbay CapitalLos Angeles, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  21. 3821
    Rockbridge Investment Management, LLCSyracuse, NY · 1,587 clientsWealth manager
    Schwab 100%
    $1.8B
  22. 3822
    Azzad Asset Management, Inc.Falls Church, VA · 1,543 clientsWealth manager
    Goldman Sachs 85%
    $1.8B
  23. 3823
    Silver Oak Services Partners,llcEvanston, IL · 8 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  24. 3824
    Impactive Capital LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  25. 3825
    Coalesce Capital Management LLCNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  26. 3826
    Old Orchard Capital Management LPNew York, NY · 5 clientsPrivate fund adviser
    BNY 68%U.S. Bank 32%
    $1.8B
  27. 3827
    Independence Square Holdings, LLCKing of Prussia, PA · 2,648 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $1.8B
  28. 3828
    A&m Private Wealth Partners, LLCWest Palm Beach, FL · 43 clientsWealth managerAffiliated broker-dealer
    Fidelity 100%
    $1.8B
  29. 3829
    The Molpus Woodlands Group, LLCRidgeland, MS · 9 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  30. 3830
    Aristotle Capital Boston, LLCBoston, MA · 94 clientsAsset managerHybrid
    Northern Trust 70%State Street 30%
    $1.8B
  31. 3831
    Cloverlay Investment Management, LLCConshohocken, PA · 13 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  32. 3832
    White Oak Partners Investment Advisor, LLCWesterville, OH · 9 clientsPrivate fund adviserHybridWobd, LLC
    No custodian reported
    $1.8B
  33. 3833
    D2 Asset ManagementDallas, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  34. 3834
    Helix Partners Management LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  35. 3835
    Berman McAleerTimonium, MD · 649 clientsWealth manager
    Fidelity 100%
    $1.8B
  36. 3836
    Cacti Asset Management, LLC43 clientsAsset manager
    U.S. Bank 55%Pershing 36%
    $1.8B
  37. 3837
    Heitman Real Estate Securities LLCChicago, IL · 23 clientsAsset managerHybridHeitman International Real Estate Securities PTY Limited, Heitman Securities LLC
    State Street 49%Northern Trust 27%
    $1.8B
  38. 3838
    Gordian Capital Japan LimitedTokyo, Japan · 7 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  39. 3839
    Ridgewood InfrastructureNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  40. 3840
    Parafi Capital LPNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $1.8B

RIAs by state