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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

3,733 firms manage $117.7 trillionhybrid

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. 2044
    Baker Tilly Wealth Management, LLCMadison, WI · 753 clientsAsset managerHybridBaker Tilly Capital, LLC
    Schwab 28%UMB Bank 23%
    $5.2B
  2. 2045
    Bear Creek Asset Management, LLCDenver, CO · 189 clientsAsset managerHybridBear Creek Securities LLC
    Pershing 100%
    $5.2B
  3. 2046
    Investcorp Corsair Infrastructure Partners, L.P.New York, NY · 15 clientsPrivate fund adviserHybridCorsair Advisors LLC, ICM Nominees Holding Limited
    No custodian reported
    $5.2B
  4. 2048
    Legacy Advisors, LLCPlymouth Meeting, PA · 317 clientsWealth managerHybrid
    Pershing 83%
    $5.2B
  5. 2049
    Insigneo Advisory Services, LLCMiami, FL · 4,473 clientsAsset managerHybridHencorp, S.a De C.V., Insigneo Securities, LLC, clears through Pershing
    Pershing 100%
    $5.2B
  6. 2051
    Jefferies Investment Advisers LLCNew York, NY · 2,020 clientsAsset managerHybridJefferies LLC
    Pershing 100%
    $5.2B
  7. 2052
    Hines Capital Advisors LLCHouston, TX · 10 clientsPrivate fund adviserHybridHines Private Wealth Solutions LLC
    No custodian reported
    $5.1B
  8. 2065
    White Oak Global Advisors, LLCSan Francisco, CA · 55 clientsPrivate fund adviserHybridWhite Oak Merchant Partners LLC
    Northern Trust 52%BNY 48%
    $5.1B
  9. 2067
    Genter Capital ManagementLos Angeles, CA · 4,294 clientsWealth managerHybrid
    Schwab 100%
    $5.1B
  10. 2072
    Stonex Advisors Inc.Birmingham, AL · 9,843 clientsWealth managerPublic-company ownedHybridStonex Financial Inc., Stonex International Securities Inc., clears through Pershing, BofA Securities
    Stonex Financial 86%
    $5.1B
  11. 2078
    The Pacific Financial Group, Inc.Nashville, TN · 16,832 clientsWealth managerHybrid
    Fidelity Distributors Company 53%Schwab 28%
    $5.1B
  12. 2082
    Oberweis Asset Management IncLisle, IL · 108 clientsAsset managerHybridOberweis Securities, Inc.
    Northern Trust 50%BNY 50%
    $5.1B
  13. 2083
    Trueplan Benefit and Retirement AdvisorsRensselaer, NY · 48 clientsBroker-dealer firmHybrid
    No custodian reported
    $5.1B
  14. 2088
    Newport Group Consulting, LLCLake Mary, FL · 3,761 clientsAsset managerHybridAscensus Broker Dealer Services, LLC, Kroll Securities LLC
    Ascensus Trust 100%
    $5.1B
  15. 2091
    Prosperity - AN Eisneramper CompanyOwings Mills, MD · 2,412 clientsWealth managerHybrid
    Schwab 100%
    $5.0B
  16. 2097
    RiverbridgeMinneapolis, MN · 3,656 clientsWealth managerHybrid
    Schwab 100%
    $5.0B
  17. 2099
    Kennedy Capital ManagementSt Louis, MO · 213 clientsAsset managerHybridSanctuary Securities, Inc.
    Northern Trust 55%State Street 24%
    $5.0B
  18. 2102
    Rockbridge Capital, LLCColumbus, OH · 23 clientsPrivate fund adviserHybrid
    No custodian reported
    $5.0B
  19. 2103
    Stifel Independent Advisors, LLCSt Louis, MO · 7,902 clientsBroker-dealer firmHybridAlliancebernstein Investments, Inc., Bernstein Institutional Services LLC
    No custodian reported
    $5.0B
  20. 2104
    SavvyNew York, NY · 4,613 clientsWealth managerHybridSavvy Wealth Management LLC
    Schwab 57%Fidelity 43%
    $5.0B
  21. 2118
    Southstate Private Capital Management LLCColumbia, SC · 712 clientsAsset managerHybridSouthstate Securities Corp., clears through Pershing
    Southstate Bank 79%
    $5.0B
  22. 2123
    MC Credit Partners LPStamford, CT · 18 clientsPrivate fund adviserHybrid
    No custodian reported
    $4.9B
  23. 2125
    Cornerstone Wealth Management, LLCDes Peres, MO · 12,691 clientsWealth managerHybrid
    LPL Financial 100%
    $4.9B
  24. 2127
    Neuberger Berman Loan Advisers LLCChicago, IL · 13 clientsPrivate fund adviserHybridNeuberger Berman BD LLC
    No custodian reported
    $4.9B
  25. 2129
    AGF InvestmentsBoston, MA · 22 clientsPrivate fund adviserHybrid
    No custodian reported
    $4.9B
  26. 2130
    StashNew York, NY · 1,138,270 clientsWealth managerPublic-company ownedHybridStash Capital LLC, clears through Apex Clearing
    Apex Fintech 100%
    $4.9B
  27. 2135
    Swiss RE Insurance-Linked Strategies Inc.New York, NY · 5 clientsPrivate fund adviserHybridSwiss RE Capital Markets Corporation, Swiss RE Capital Markets Europe S.A.
    No custodian reported
    $4.9B
  28. 2144
    Madison Asset ManagementMadison, WI · 36 clientsAsset managerHybridMFD Distributor, LLC
    No custodian reported
    $4.9B
  29. 2149
    Compound Planning, Inc.New York, NY · 13,653 clientsWealth managerHybrid
    Schwab 63%Fidelity 37%
    $4.8B
  30. 2154
    Macquarie Wealth Advisers, LLCNew York, NY · 29 clientsAsset managerHybridMacquarie Capital (USA) Inc.
    No custodian reported
    $4.8B
  31. 2159
    Sowell ManagementNorth Little Rock, AR · 6,624 clientsWealth managerHybridPrivate Client Services, LLC, Purshe Kaplan Sterling Investments, Inc., clears through National Financial Services (Fidelity), Hilltop Securities
    Fidelity 67%Schwab 33%
    $4.8B
  32. 2165
    Highpoint Planning PartnersDowners Grove, IL · 9,258 clientsWealth managerWrap sponsorHybrid
    LPL Financial 83%
    $4.8B
  33. 2167
    Gladstone Management CorporationMcLean, VA · 5 clientsAsset managerHybridGladstone Securities, LLC, clears through RBC Capital Markets
    No custodian reported
    $4.8B
  34. 2168
    Nations Financial Group, Inc.Cedar Rapids, IA · 5,569 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $4.8B
  35. 2170
    Avidian Wealth SolutionsHouston, TX · 1,895 clientsWealth managerHybrid
    Fidelity Distributors Company 83%
    $4.8B
  36. 2172
    The Ascent Group, LLCVirginia Beach, VA · 4,292 clientsWealth managerHybridAlera Securities LLC
    Fidelity 39%Schwab 34%Assetmark Trust 27%
    $4.8B
  37. 2174
    IFG Advisory, LLCAtlanta, GA · 9,202 clientsWealth managerHybrid
    LPL Financial 100%
    $4.8B
  38. 2176
    Robeco Institutional Asset Management US IncNew York, NY · 17 clientsAsset managerHybridBoston Partners Securities, L.L.C.
    BNY 39%State Street 27%
    $4.8B
  39. 2177
    GWN Securities Inc.Palm Beach Gardens, FL · 37,793 clientsBroker-dealer firmHybridAbacus Investments, Inc., Money Concepts Capital Corp, clears through Hilltop Securities
    Fidelity 56%Matrix Trust 44%
    $4.8B
  40. 2179
    PPB Advisors, LLCWest Conshohocken, PA · 119 clientsPrivate fund adviserHybrid
    No custodian reported
    $4.8B

RIAs by state