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Est. 2026The front page of wealth managementNew York

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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
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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.

Filters1

2,436 firms manage $136.7 trillionaffiliated broker-dealer

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. 2667
    Schneider Downs Wealth Management Advisors, LPPittsburgh, PA · 786 clientsWealth managerAffiliated broker-dealerSchneider Downs Corporate Finance, LP
    Schwab 62%American Trust Investment Services 38%
    $3.3B
  2. 2668
    Security Capital Research & Management IncorporatedChicago, IL · 61 clientsAsset managerHybridJ.P. Morgan Institutional Investments Inc.
    State Street 43%Northern Trust 30%BNY 27%
    $3.3B
  3. 2671
    XML Financial GroupBethesda, MD · 2,944 clientsWealth managerWrap sponsorHybridXML Securities, LLC
    Wells Fargo 69%Fidelity 31%
    $3.3B
  4. 2674
    Guardian Partners Inc.Toronto, Ontario, Canada · 3,051 clientsWealth managerBank-affiliatedAffiliated broker-dealerWorldsource Wealth Management Inc.
    National Bank Independent Network 90%
    $3.3B
  5. 2675
    Patria Capital Partners LLPEdinburgh, United Kingdom · 27 clientsPrivate fund adviserAffiliated broker-dealer
    No custodian reported
    $3.3B
  6. 2689
    Glasfunds, LLCCleveland, OH · 2 clientsPrivate fund adviserHybridGlasfunds Securities, LLC
    No custodian reported
    $3.3B
  7. 2704
    Cantor Fitzgerald Investment AdvisorsNew York, NY · 1,295 clientsAsset managerHybridCantor Fitzgerald & Co.
    Schwab 82%
    $3.2B
  8. 2715
    Nassau Coramerica LLCEl Segundo, CA · 11 clientsAsset managerAffiliated broker-dealer1851 Securities, Inc
    J.P. Morgan 100%
    $3.2B
  9. 2720
    FS Digital Infrastructure Advisor, LLCPhiladelphia, PA · 46 clientsPrivate fund adviserHybridFS Investment Solutions, LLC
    No custodian reported
    $3.2B
  10. 2724
    M Holdings Securities, Inc.Portland, OR · 4,513 clientsBroker-dealer firmHybridM Financial Securities Marketing, Inc.
    Fidelity 59%Schwab 41%
    $3.2B
  11. 2726
    LEO Wealth, LLCEdison, NJ · 1,714 clientsWealth managerHybridLEO Brokerage, LLC
    Fidelity 69%Schwab 31%
    $3.2B
  12. 2733
    KA Fund Advisors, LLCHouston, TX · 1 clientsAsset managerHybridKA Associates, LLC, clears through National Financial Services (Fidelity)
    No custodian reported
    $3.2B
  13. 2739
    Girard Advisory Services, LLCKing of Prussia, PA · 2,466 clientsWealth managerBank-affiliatedHybridGirard Investment Services, LLC, clears through Pershing
    Schwab 100%
    $3.2B
  14. 2746
    Tennenbaum Capital Partners, LLCSanta Monica, CA · 30 clientsAsset managerAffiliated broker-dealerBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    BNY 100%
    $3.2B
  15. 2747
    North Square Investments, LLCChicago, IL · 14 clientsAsset managerHybridSanctuary Securities, Inc.
    No custodian reported
    $3.2B
  16. 2749
    ON Investment Management CoCincinnati, OH · 9,568 clientsBroker-dealer firmHybridAugustar Distributors, Inc., The O.N. Equity Sales Company, clears through Pershing
    No custodian reported
    $3.2B
  17. 2753
    Santander SecuritiesBoston, MA · 11,124 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $3.1B
  18. 2764
    Van ECK Absolute Return Advisers Corp.New York, NY · 14 clientsAsset managerHybridVan ECK Securities Corporation, Vaneck (europe) Gmbh
    No custodian reported
    $3.1B
  19. 2774
    SVB WealthBoston, MA · 1,101 clientsWealth managerBank-affiliatedHybridFirst Citizens Capital Securities, LLC, First Citizens Investor Services, Inc.
    Fidelity 76%Schwab 24%
    $3.1B
  20. 2779
    Alphasimplex Group, LLCBoston, MA · 12 clientsAsset managerHybridVP Distributors LLC
    State Street 77%Morgan Stanley 23%
    $3.1B
  21. 2790
    Leucadia Asset Management LLCNew York, NY · 15 clientsPrivate fund adviserHybridJefferies (japan) Limited Tokyo Branch, Jefferies Financial Services, Inc.
    Morgan Stanley 100%
    $3.1B
  22. 2795
    Clarivest Asset Management LLCSan Diego, CA · 29 clientsAsset managerHybridCarillon Fund Distributors, Inc., Cebile Capital LLP
    U.S. Bank 100%
    $3.0B
  23. 2802
    Silvant Capital Management LLCAtlanta, GA · 32 clientsAsset managerHybridVP Distributors LLC
    U.S. Bank 35%Truist Bank 30%
    $3.0B
  24. 2816
    AEW Capital Management LPBoston, MA · 15 clientsAsset managerHybridNatixis Distribution, LLC, Natixis Investment Managers International
    BNY 73%Northern Trust 27%
    $3.0B
  25. 2819
    Seabury Capital Management LLCNew York, NY · 1 clientsPrivate fund adviserHybridSeabury Securities (UK) LTD, Seabury Securities LLC
    No custodian reported
    $3.0B
  26. 2823
    FS Global Advisor, LLCPhiladelphia, PA · 8 clientsAsset managerHybridFS Investment Solutions, LLC
    No custodian reported
    $3.0B
  27. 2824
    Blackstone Strategic Alliance Advisors L.L.C.New York, NY · 7 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    No custodian reported
    $3.0B
  28. 2833
    Columbia Cent CLO Advisers, LLCBoston, MA · 10 clientsPrivate fund adviserHybridAmerican Enterprise Investment Services Inc., Ameriprise Financial Services, LLC
    No custodian reported
    $3.0B
  29. 2839
    Ccaventus Asset Management LPNew York, NY · 31 clientsPrivate fund adviserHybridArena Financial Services, LLC
    J.P. Morgan 100%
    $3.0B
  30. 2844
    Fairway Wealth Management LLCIndependence, OH · 322 clientsWealth managerAffiliated broker-dealer
    Schwab 100%
    $3.0B
  31. 2845
    NFJ Investment Group, LLCDallas, TX · 468 clientsAsset managerHybridVP Distributors LLC
    UBS 100%
    $3.0B
  32. 2848
    Impact Partnership Wealth, LLCMarietta, GA · 8,017 clientsWealth managerWrap sponsorHybridAE Financial Services, LLC, clears through National Financial Services (Fidelity)
    Schwab 56%Fidelity 44%
    $3.0B
  33. 2855
    Cohen & Steers Asia LimitedCentral, Hong Kong · 42 clientsAsset managerAffiliated broker-dealerCohen & Steers Securities, LLC
    State Street 62%Northern Trust 23%
    $2.9B
  34. 2862
    Creative Financial Designs, Inc.Kokomo, IN · 10,566 clientsWealth managerHybridCFD Investments, Inc.
    Fidelity 65%Schwab 35%
    $2.9B
  35. 2868
    Pinegrove Opportunity Partners, LLCSan Francisco, CA · 6 clientsPrivate fund adviserAffiliated broker-dealerBrookfield Advisors (hong Kong) Limited, Brookfield Oaktree Wealth Solutions LLC
    No custodian reported
    $2.9B
  36. 2870
    Greenhouse Funds LllpBaltimore, MD · 11 clientsPrivate fund adviserAffiliated broker-dealerBaird Strategas LLC, Robert W. Baird & Co. Incorporated
    J.P. Morgan 100%
    $2.9B
  37. 2879
    Canyon Partners Real Estate LLCDallas, TX · 23 clientsPrivate fund adviserHybridCP Investments LLC
    No custodian reported
    $2.9B
  38. 2882
    Renaissance Investment ManagementCovington, KY · 1,983 clientsAsset managerAffiliated broker-dealer
    Morgan Stanley 100%
    $2.9B
  39. 2883
    Farther Asset Management, LLCSan Francisco, CA · 9,645 clientsWealth managerWrap sponsorAffiliated broker-dealerFarther Securities, LLC
    Schwab 51%Fidelity 49%
    $2.9B
  40. 2886
    Asset Management One USA Inc.New York, NY · 7 clientsAsset managerAffiliated broker-dealerGreenhill & Co., LLC, Mizuho Securities Co., LTD.
    Mufg Alternative Fund Services (cayman) Limited 100%
    $2.9B

RIAs by state