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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. 2181
    BC Advisors, LLCMt. Laurel, NJ · 102 clientsWealth managerHybridMafg RIA Services, Inc.
    No custodian reported
    $4.7B
  2. 2183
    Symmetry PartnersGlastonbury, CT · 8,909 clientsWealth managerHybrid
    Axos 64%Schwab 36%
    $4.7B
  3. 2188
    Investcorp Investment Solutions LLCNew York, NYAsset managerHybridInvestcorp Asia Financial Services Private Limited, Investcorp Asset Advisory Services Limited
    No custodian reported
    $4.7B
  4. 2192
    Klingenstein Fields AdvisorsNew York, NY · 1,309 clientsWealth managerHybrid
    Schwab 100%
    $4.7B
  5. 2204
    Diversify Advisory Services, LLCSouth Jordan, UT · 5,322 clientsWealth managerHybridDfpg Investments, LLC, Wade Read Capital, LLC
    Schwab 52%Fidelity 48%
    $4.6B
  6. 2206
    CG Advisory ServicesWilliamston, MI · 5,614 clientsWealth managerHybrid
    LPL Financial 88%
    $4.6B
  7. 2215
    Ancora Advisors LLCMayfield Heights, OH · 307 clientsAsset managerHybridInverness Securities, LLC
    Fifth Third Bank 60%Fidelity 26%
    $4.6B
  8. 2216
    Templeton Investment Counsel, LLCFt. Lauderdale, FL · 507 clientsAsset managerHybridClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    BNY 63%J.P. Morgan 25%
    $4.6B
  9. 2219
    Fundstrat CapitalNew York, NY · 3 clientsAsset managerHybrid
    No custodian reported
    $4.6B
  10. 2238
    Zevenbergen Capital Investments LLCEdmonds, WA · 334 clientsAsset managerHybridVP Distributors, LLC
    Schwab 23%J.P. Morgan 22%
    $4.6B
  11. 2242
    Brown Capital Management, LLCBaltimore, MD · 33 clientsAsset managerHybrid
    Northern Trust 43%BNY 28%
    $4.5B
  12. 2249
    Innovation X AdvisorsRockville, MD · 19 clientsBroker-dealer firmHybridCeros Financial Services, Inc., clears through National Financial Services (Fidelity), Axos Clearing
    No custodian reported
    $4.5B
  13. 2250
    CWA Asset Management GroupNaples, FL · 1,976 clientsWealth managerHybrid
    Schwab 100%
    $4.5B
  14. 2251
    Spire Wealth Management, LLCMcLean, VA · 6,379 clientsWealth managerHybridSpire Securities, LLC, clears through National Financial Services (Fidelity), Pershing
    Fidelity 79%
    $4.5B
  15. 2252
    Agtb Fund Manager, LLCNew York, NY · 1 clientsAsset managerHybridAngelo, Gordon Hong Kong Limited, TPG Angelo, Gordon International LLC
    No custodian reported
    $4.5B
  16. 2257
    Capitolis Advisors LLCNew York, NYAsset managerHybridCapitolis Global Broker Dealer LLC, Capitolis Liquid Global Markets LLC
    Deutsche Bank 59%BNY 41%
    $4.5B
  17. 2260
    Evanston Capital Management, LLCEvanston, IL · 10 clientsPrivate fund adviserHybrid
    No custodian reported
    $4.5B
  18. 2263
    Connecticut Wealth Management, LLCFarmington, CT · 1,517 clientsWealth managerHybrid
    Fidelity 100%
    $4.5B
  19. 2265
    Alpinvest Private Equity Investment Management, LLCNew York, NY · 2 clientsAsset managerHybridCarlyle Japan Equity Management L.L.C., TCG Capital Markets L.L.C.
    No custodian reported
    $4.5B
  20. 2277
    Blue Owl Digital Infrastructure Trust Advisors LLCChicago, IL · 2 clientsPrivate fund adviserHybridBlue Owl Securities LLC
    State Street 100%
    $4.4B
  21. 2281
    TPG RE Finance Trust Management, L.P.Fort Worth, TX · 1 clientsPrivate fund adviserHybridAngelo, Gordon Hong Kong Limited, TPG Angelo, Gordon International LLC
    No custodian reported
    $4.4B
  22. 2284
    Locust Wood Capital Advisers, LLCNew York, NY · 18 clientsAsset managerHybridTriple A Partners LLC
    No custodian reported
    $4.4B
  23. 2290
    Prosperity Capital AdvisorsWestlake, OH · 7,548 clientsWealth managerHybrid
    Schwab 59%
    $4.4B
  24. 2293
    RedwheelMiami, FL · 11 clientsAsset managerHybrid
    J.P. Morgan 59%State Street 41%
    $4.4B
  25. 2296
    Advisory Alpha, LLCHolland, MI · 13,831 clientsWealth managerHybrid
    Schwab 86%
    $4.4B
  26. 2298
    Invesco Investment Advisers LLCDowners Grove, IL · 1,116 clientsAsset managerHybridInvesco Capital Markets, Inc., Invesco Distributors, Inc.
    No custodian reported
    $4.4B
  27. 2299
    Ancala Partners LLCNew York, NY · 1 clientsAsset managerHybridAncala Partners LLP
    No custodian reported
    $4.4B
  28. 2300
    Good Life Advisors, LLCCelebration, FL · 22,596 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $4.4B
  29. 2301
    Campbell & Company Investment Adviser LLCBaltimore, MD · 11 clientsAsset managerHybridCampbell Financial Services, LLC
    Morgan Stanley 100%
    $4.3B
  30. 2302
    Quilvest Capital Partners Management, LLCNew York, NY · 79 clientsPrivate fund adviserHybridQuilvest (switzerland) LTD., Quilvest Capital Partners Securities LLC
    No custodian reported
    $4.3B
  31. 2306
    Northcrest Asset ManagementPlymouth, MNAsset managerHybridWealth Enhancement Brokerage Services, LLC, clears through National Financial Services (Fidelity)
    Schwab 57%Fidelity 43%
    $4.3B
  32. 2309
    Kestra Investment Management, LLC.Austin, TX · 4 clientsAsset managerHybridKestra Investment Services, LLC
    No custodian reported
    $4.3B
  33. 2311
    Pallas Capital Advisors, LLCBraintree, MA · 1,221 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $4.3B
  34. 2318
    Nicolet Wealth ManagementGreen Bay, WI · 3,849 clientsWealth managerBank-affiliatedHybrid
    Schwab 67%Fifth Third Bank 33%
    $4.3B
  35. 2325
    MAM Americas, Inc.New York, NY · 15 clientsPrivate fund adviserHybridMacquarie Agricultural Funds Management Limited, Macquarie Asset Management Europe S.A.R.L.
    No custodian reported
    $4.3B
  36. 2326
    Simplicity WealthSummit, NJ · 8,494 clientsAsset managerHybridCorecap Investments, LLC, Retireone Investment Services, LLC
    Schwab 70%
    $4.3B
  37. 2327
    Apollo Real Estate Fund Adviser, LLCNew York, NY · 1 clientsAsset managerHybridApollo Global Securities, LLC, Athene Securities, LLC, clears through Pershing
    No custodian reported
    $4.3B
  38. 2328
    Marsico Capital Management, LLCDenver, CO · 29 clientsAsset managerHybrid
    J.P. Morgan 75%
    $4.3B
  39. 2330
    Beacon Capital Management, Inc.Dayton, OH · 10,456 clientsAsset managerHybridSammons Financial Network, LLC
    Schwab 100%
    $4.3B
  40. 2332
    Hennessy Advisors, Inc.Novato, CA · 17 clientsAsset managerHybrid
    No custodian reported
    $4.3B

RIAs by state