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RB 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 complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities
AtlasFinancial ADVSR
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ADVSR Rankings · SEC filings as of October 1, 2026

The Wealth Manager database

Atlas screenerEvery RIAThe Largest RIAsADVSR Rankings

Wealth managers
8,915
Regulatory AUM
$16.4T
Use more than one custodian
2,417
Hybrid
1,785

Where their clients’ assets sit. Select a custodian to filter the list.

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8,915 firms manage $16.4 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. 3779
    Klcm Advisors, Inc.Milwaukee, WI · 637 clients
    Schwab 100%
    $1.9B
  2. 3780
    Wilkinson Global Asset Management LLCNew York, NY · 575 clients
    BNY 54%Schwab 46%
    $1.9B
  3. 3781
    Sovran Advisors, LLCSan Diego, CA · 4,018 clientsHybrid
    Cetera Investment Services 100%
    $1.9B
  4. 3783
    Naviter Wealth, LLCLittle Rock, AR · 361 clients
    Schwab 100%
    $1.9B
  5. 3786
    Austin AssetAustin, TX · 458 clients
    Schwab 83%
    $1.9B
  6. 3788
    IAG Wealth Partners, LLCWaukesha, WI · 2,356 clientsHybrid
    LPL Financial 100%
    $1.9B
  7. 3790
    Diversified Management IncMilwaukee, WI · 340 clients
    Schwab 100%
    $1.9B
  8. 3795
    First Long Island Investors, LLCJericho, NY · 546 clientsPublic-company ownedHybridFLI Investors, LLC
    UBS 100%
    $1.9B
  9. 3796
    Windward Capital Management CoLos Angeles, CA · 169 clientsHybridS.L. Reed & Company, clears through National Financial Services (Fidelity)
    Fidelity 70%Schwab 30%
    $1.9B
  10. 3800
    Clear Creek Financial Management, LLCSilverdale, WA · 4,003 clients
    Schwab 82%
    $1.9B
  11. 3802
    McDonald Capital Investors IncOrinda, CA · 90 clients
    RBC 61%
    $1.9B
  12. 3807
    Colonial Trust Advisors, Inc.Spartanburg, SC · 958 clients
    Fidelity 100%
    $1.9B
  13. 3808
    Willis Johnson WealthHouston, TX · 578 clients
    Fidelity 100%
    $1.9B
  14. 3809
    Tide Cycle Resources LLCPortsmouth, NH · 1 clients
    Vanguard 100%
    $1.9B
  15. 3813
    Granite Investment Partners, LLCEl Segundo, CA · 489 clients
    Schwab 42%Northern Trust 41%
    $1.8B
  16. 3816
    RIA AdvisorsHouston, TX · 1,367 clients
    Fidelity 100%
    $1.8B
  17. 3818
    Kanawha Capital Management, LLCRichmond, VA · 572 clientsAffiliated broker-dealerHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan
    Schwab 100%
    $1.8B
  18. 3819
    Palisades Hudson Asset Management, L.P.Fort Lauderdale, FL · 151 clients
    Schwab 46%Goldman Sachs 30%Fidelity 24%
    $1.8B
  19. 3821
    Rockbridge Investment Management, LLCSyracuse, NY · 1,587 clients
    Schwab 100%
    $1.8B
  20. 3822
    Azzad Asset Management, Inc.Falls Church, VA · 1,543 clients
    Goldman Sachs 85%
    $1.8B
  21. 3827
    Independence Square Holdings, LLCKing of Prussia, PA · 2,648 clientsWrap sponsorHybrid
    LPL Financial 100%
    $1.8B
  22. 3828
    A&m Private Wealth Partners, LLCWest Palm Beach, FL · 43 clientsAffiliated broker-dealer
    Fidelity 100%
    $1.8B
  23. 3835
    Berman McAleerTimonium, MD · 649 clients
    Fidelity 100%
    $1.8B
  24. 3841
    C2 Private WealthNovi, MI · 2,066 clients
    Fidelity Distributors Company 100%
    $1.8B
  25. 3842
    View Capital RIA, LPDallas, TX · 141 clients
    Pershing 77%Schwab 23%
    $1.8B
  26. 3846
    Financial SynergiesHouston, TX · 928 clients
    Schwab 85%
    $1.8B
  27. 3849
    Versant Capital Management, Inc.Phoenix, AZ · 521 clients
    Schwab 74%Pershing 26%
    $1.8B
  28. 3850
    GDS Wealth ManagementFlower Mound, TX · 1,082 clients
    Raymond James 100%
    $1.8B
  29. 3853
    Select Money Management, Inc.Los Angeles, CA · 1,031 clientsWrap sponsorHybridSignature Estate Securities, LLC
    Assetmark Trust 88%
    $1.8B
  30. 3856
    Young Richard C & Co LTDNewport, RI · 813 clients
    Fidelity 100%
    $1.8B
  31. 3858
    LGT Wealth Management US LimitedLondon, United Kingdom · 1,334 clientsBank-affiliatedAffiliated broker-dealerLGT Bank (singapore) LTD, LGT Bank (switzerland) LTD
    Morningstar Wealth Platform 100%
    $1.8B
  32. 3859
    Summit Financial Wealth AdvisorsLafayette, LA · 1,265 clientsHybrid
    Schwab 100%
    $1.8B
  33. 3860
    Altfest Personal Wealth ManagementNew York, NY · 695 clients
    Schwab 85%
    $1.8B
  34. 3863
    Safford Nicholas H & Co IncRockport, MA · 155 clients
    Northern Trust 36%Fidelity 33%Fiduciary Trust 31%
    $1.8B
  35. 3868
    Mitchell Sinkler & StarrPhiladelphia, PA · 247 clients
    Schwab 100%
    $1.8B
  36. 3873
    Parkwoods Wealth Partners, LLCClayton, MO · 1,395 clients
    Schwab 100%
    $1.8B
  37. 3877
    TFC Financial Management IncBoston, MA · 415 clients
    Schwab 100%
    $1.8B
  38. 3879
    Bitterroot Capital Advisors LLCBozeman, MT · 20 clientsHybrid
    No custodian reported
    $1.8B
  39. 3885
    Auxano AdvisorsBellevue, WA · 724 clients
    Schwab 100%
    $1.8B
  40. 3891
    Linden Thomas Advisory Services, LLCCharlotte, NC · 1,366 clientsWrap sponsorHybridLinden Thomas and Company Securities, LLC, clears through Wells Fargo Clearing Services
    Wells Fargo 100%
    $1.8B