RIA custodians · Form ADV filings, October 2025 to September 2026
Interactive Brokers
The wealth-focused RIAs that custody with Interactive Brokers: how many, how big, where they are and the largest of them. Every $1 billion+ RIA using Interactive Brokers in the RIA database. News and coverage: Interactive Brokers hub.
- RIAs using it
- 242 3% · 6th of 23
- Assets held
- $31B 17th of 23
- Median firm
- $122M 15 firms $1B+
- Only custodian
- 40% 97 firms
RIAs by size
Regulatory assets under management of each RIA naming Interactive Brokers.
Largest independent RIAs using Interactive Brokers
| # | Firm | Headquarters | Regulatory AUM | Held at Interactive Brokers | Individual clients | Employees |
|---|---|---|---|---|---|---|
| 1 | SavvySEC record | New York, NY | $5.0B | $14M | 4,552 | 170 |
| 2 | Greenwich Wealth Management, LLCSEC record | Greenwich, CT | $3.5B | $3.4B | 589 | 13 |
| 3 | Revisor Wealth Management LLCSEC record | Akron, OH | $2.5B | $11M | 3,070 | 11 |
| 4 | Journey Advisory Group, LLCSEC record | Covington, KY | $1.7B | $396M | 859 | 31 |
| 5 | Fortis Capital Management LLCSEC record | Bellevue, WA | $1.2B | $124M | 665 | 22 |
| 6 | Atlas Capital Advisors Inc.SEC record | SAN Francisco, CA | $1.1B | $174M | 137 | 10 |
| 7 | RPG Investment Advisory, LLCSEC record | Pleasanton, CA | $1.0B | $466M | 953 | 9 |
| 8 | Glen Eagle Advisors, LLCSEC record | Kingston, NJ | $1.0B | $8M | 3,361 | 21 |
| 9 | Strategic Financial Concepts, LLCSEC record | SAN Antonio, TX | $928M | $14M | 3,698 | 41 |
| 10 | Noesis Capital Management CorpSEC record | Boca Raton, FL | $877M | $33M | 362 | 12 |
| 11 | Broadside WealthSEC record | SAN Francisco, CA | $875M | $783M | 20 | 5 |
| 12 | Hoxton WealthSEC record | Orlando, FL | $804M | $311M | 1,378 | 74 |
| 13 | Beacon Global Advisor Network, LLCSEC record | Atlanta, GA | $745M | $63M | 1,388 | 61 |
| 14 | Virtus Family OfficeSEC record | EL Paso, TX | $727M | $115M | 144 | 5 |
| 15 | Lazari Capital Management, Inc.SEC record | Burbank, CA | $691M | $0M | 731 | 14 |
| 16 | Ariadne Wealth Management, LPSEC record | Santa Barbara, CA | $627M | $57M | 53 | 6 |
| 17 | Adams Wealth AdvisorsSEC record | Logan, UT | $566M | $79M | 691 | 18 |
| 18 | LEO Wealth Americas, LLCSEC record | Hurst, TX | $512M | $56M | 984 | 21 |
| 19 | Kingsbridge Wealth Management, Inc.SEC record | LAS Vegas, NV | $469M | $7M | 50 | 8 |
| 20 | Ridgewood InvestmentsSEC record | Springfield, NJ | $419M | $3M | 170 | 7 |
| 21 | Royal Oak Financial GroupSEC record | Worthington, OH | $416M | $363M | 412 | 1 |
| 22 | Proathlete Wealth Management LLCSEC record | Boca Raton, FL | $402M | $0M | 203 | 5 |
| 23 | RCM Wealth AdvisorsSEC record | Chicago, IL | $389M | $31M | 797 | 15 |
| 24 | Alden Investment GroupSEC record | Wayne, PA | $386M | $3M | 1,457 | 43 |
| 25 | North CapitalSEC record | Salt Lake City, UT | $366M | $9M | 170 | 12 |
Ranked by regulatory assets under management. “Held at” is the separately managed account assets each firm reports at Interactive Brokers; many firms split assets across custodians.
Where they are
Also custody with
Questions
How many RIAs use Interactive Brokers?
242 wealth-focused SEC-registered RIAs name Interactive Brokers as a custodian on Form ADV, about 3% of those that report one, ranking it 6th of the 23 custodians we track, according to Financial ADVSR’s review of filings from October 2025 to September 2026.
How much RIA money does Interactive Brokers hold?
The RIAs that use Interactive Brokers report $31B held there in separately managed accounts, 17th among custodians. The median firm keeps $26M at Interactive Brokers and manages $122M in all.
What is the largest RIA that uses Interactive Brokers?
Among independent wealth managers, Savvy of New York, NY is the largest firm naming Interactive Brokers, with $5.0B in regulatory assets under management, $14M of it reported at Interactive Brokers.
Do RIAs that use Interactive Brokers also use other custodians?
40% of them name Interactive Brokers as their only custodian. The most common second custodian is Charles Schwab, named by 104 of Interactive Brokers’s RIAs.
How we built this
Every SEC-registered adviser lists, in Schedule D, Section 5.K(3) of Form ADV, each custodian that holds 10% or more of its separately managed account assets, with the amount held. We took each adviser’s latest filing from October 2025 to September 2026 and kept the 9,157 wealth-focused firms, which manage at least half of their assets for individuals and high-net-worth clients; 8,572 of them report custodians. Custodian legal entities are grouped by parent, so Schwab’s entities count as one custodian and Fidelity’s RIA custody and clearing businesses as another. A custodian’s own affiliated advisers aren’t counted toward it. The firm counts match our RIA Custody Tracker.
Largest-firm tables show independent wealth managers only, the same test as the Largest RIAs: firms that offer financial planning, aren’t broker-dealers themselves and hold less than half their assets in wrap programs they sponsor or manage. Firm size and headquarters come from the SEC’s registered-adviser list.
What it doesn’t show
- Custodians holding less than 10% of a firm’s separately managed account assets aren’t listed, so smaller relationships are missed.
- Assets held cover separately managed accounts only, not pooled funds, and are as of each firm’s fiscal year-end.
- Broker-dealer clearing firms appear alongside RIA custodians because advisers list them the same way; Fidelity and Pershing pages show the split.
- State-registered advisers, most with under $100 million, aren’t in SEC data.
The data is free to use with credit to Financial ADVSR. Questions or corrections: contact the editors.