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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. 2671
    XML Financial GroupBethesda, MD · 2,944 clientsWealth managerWrap sponsorHybridXML Securities, LLC
    Wells Fargo 69%Fidelity 31%
    $3.3B
  2. 2673
    Emerald Advisers, LLCLeola, PA · 32 clientsAsset managerHybrid
    Northern Trust 45%State Street 28%BNY 27%
    $3.3B
  3. 2681
    Verger Capital ManagementWinston-Salem, NC · 10 clientsPrivate fund adviserHybrid
    Northern Trust 53%Fidelity 36%
    $3.3B
  4. 2686
    PotomacBethesda, MD · 1,261 clientsAsset managerHybrid
    Schwab 70%Fidelity Distributors Company 30%
    $3.3B
  5. 2689
    Glasfunds, LLCCleveland, OH · 2 clientsPrivate fund adviserHybridGlasfunds Securities, LLC
    No custodian reported
    $3.3B
  6. 2691
    Tremblant Advisors LPWest Palm Beach, FL · 2 clientsAsset managerHybrid
    No custodian reported
    $3.3B
  7. 2696
    PFG AdvisorsPhoenix, AZ · 7,592 clientsWealth managerHybrid
    Schwab 100%
    $3.3B
  8. 2704
    Cantor Fitzgerald Investment AdvisorsNew York, NY · 1,295 clientsAsset managerHybridCantor Fitzgerald & Co.
    Schwab 82%
    $3.2B
  9. 2706
    Counterpoint FundsSan Diego, CA · 5 clientsAsset managerHybrid
    No custodian reported
    $3.2B
  10. 2711
    Chilton Capital Management LLCHouston, TX · 982 clientsWealth managerHybrid
    Schwab 72%Pershing 28%
    $3.2B
  11. 2720
    FS Digital Infrastructure Advisor, LLCPhiladelphia, PA · 46 clientsPrivate fund adviserHybridFS Investment Solutions, LLC
    No custodian reported
    $3.2B
  12. 2721
    Trilogy Capital, Inc.Irvine, CA · 8,388 clientsWealth managerHybrid
    Schwab 58%LPL Financial 42%
    $3.2B
  13. 2724
    M Holdings Securities, Inc.Portland, OR · 4,513 clientsBroker-dealer firmHybridM Financial Securities Marketing, Inc.
    Fidelity 59%Schwab 41%
    $3.2B
  14. 2726
    LEO Wealth, LLCEdison, NJ · 1,714 clientsWealth managerHybridLEO Brokerage, LLC
    Fidelity 69%Schwab 31%
    $3.2B
  15. 2733
    KA Fund Advisors, LLCHouston, TX · 1 clientsAsset managerHybridKA Associates, LLC, clears through National Financial Services (Fidelity)
    No custodian reported
    $3.2B
  16. 2739
    Girard Advisory Services, LLCKing of Prussia, PA · 2,466 clientsWealth managerBank-affiliatedHybridGirard Investment Services, LLC, clears through Pershing
    Schwab 100%
    $3.2B
  17. 2740
    LCP Institutional, LLCAtlanta, GA · 133 clientsWealth managerHybrid
    U.S. Bank 42%BNY 34%Schwab 25%
    $3.2B
  18. 2743
    Csenge Advisory Group, LLCClearwater, FL · 7,199 clientsWealth managerHybrid
    Fidelity 50%Pershing 33%
    $3.2B
  19. 2744
    Hilton Capital Management, LLCGarden City, NY · 1,647 clientsAsset managerHybrid
    Northern Trust 44%U.S. Bank 39%
    $3.2B
  20. 2747
    North Square Investments, LLCChicago, IL · 14 clientsAsset managerHybridSanctuary Securities, Inc.
    No custodian reported
    $3.2B
  21. 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
  22. 2751
    Advisornet Wealth PartnersMinnetonka, MN · 3,514 clientsWealth managerHybrid
    Schwab 86%
    $3.1B
  23. 2753
    Santander SecuritiesBoston, MA · 11,124 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $3.1B
  24. 2755
    Greenbacker Capital Management LLCPortland, ME · 7 clientsPrivate fund adviserHybrid
    No custodian reported
    $3.1B
  25. 2764
    Van ECK Absolute Return Advisers Corp.New York, NY · 14 clientsAsset managerHybridVan ECK Securities Corporation, Vaneck (europe) Gmbh
    No custodian reported
    $3.1B
  26. 2774
    SVB WealthBoston, MA · 1,101 clientsWealth managerBank-affiliatedHybridFirst Citizens Capital Securities, LLC, First Citizens Investor Services, Inc.
    Fidelity 76%Schwab 24%
    $3.1B
  27. 2779
    Alphasimplex Group, LLCBoston, MA · 12 clientsAsset managerHybridVP Distributors LLC
    State Street 77%Morgan Stanley 23%
    $3.1B
  28. 2790
    Leucadia Asset Management LLCNew York, NY · 15 clientsPrivate fund adviserHybridJefferies (japan) Limited Tokyo Branch, Jefferies Financial Services, Inc.
    Morgan Stanley 100%
    $3.1B
  29. 2793
    Crewe AdvisorsSalt Lake City, UT · 759 clientsWealth managerHybrid
    Schwab 84%
    $3.1B
  30. 2795
    Clarivest Asset Management LLCSan Diego, CA · 29 clientsAsset managerHybridCarillon Fund Distributors, Inc., Cebile Capital LLP
    U.S. Bank 100%
    $3.0B
  31. 2797
    Certified Advisory CorpAltamonte Springs, FL · 2,556 clientsWealth managerHybrid
    Fidelity 84%
    $3.0B
  32. 2802
    Silvant Capital Management LLCAtlanta, GA · 32 clientsAsset managerHybridVP Distributors LLC
    U.S. Bank 35%Truist Bank 30%
    $3.0B
  33. 2816
    AEW Capital Management LPBoston, MA · 15 clientsAsset managerHybridNatixis Distribution, LLC, Natixis Investment Managers International
    BNY 73%Northern Trust 27%
    $3.0B
  34. 2818
    AXS Investments LLCPort Chester, NY · 71 clientsAsset managerHybrid
    No custodian reported
    $3.0B
  35. 2819
    Seabury Capital Management LLCNew York, NY · 1 clientsPrivate fund adviserHybridSeabury Securities (UK) LTD, Seabury Securities LLC
    No custodian reported
    $3.0B
  36. 2823
    FS Global Advisor, LLCPhiladelphia, PA · 8 clientsAsset managerHybridFS Investment Solutions, LLC
    No custodian reported
    $3.0B
  37. 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
  38. 2827
    Boulay WealthEden Prairie, MN · 1,123 clientsWealth managerHybrid
    Schwab 84%
    $3.0B
  39. 2833
    Columbia Cent CLO Advisers, LLCBoston, MA · 10 clientsPrivate fund adviserHybridAmerican Enterprise Investment Services Inc., Ameriprise Financial Services, LLC
    No custodian reported
    $3.0B
  40. 2835
    Vicus Capital, Inc.State College, PA · 6,277 clientsWealth managerHybrid
    Fidelity 100%
    $3.0B

RIAs by state