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Est. 2026The front page of wealth managementNew York

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4K 55ip Expands Unified Managed Accounts with BlackRockRB 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 Expansion
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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. 4062
    Willow WealthNew York, NY · 411 clientsPrivate fund adviserHybridWillow Wealth Markets LLC
    No custodian reported
    $1.6B
  2. 4064
    USA Financial ExchangeAda, MI · 10,265 clientsWealth managerHybridSaybrus Equity Services, LLC, Trinity Wealth Securities, L.L.C.
    Axos 98%
    $1.6B
  3. 4075
    FS Fund Advisor, LLCPhiladelphia, PA · 1 clientsAsset managerHybridFS Investment Solutions, LLC
    No custodian reported
    $1.6B
  4. 4076
    Trivium Point Advisory, LLCWilton, CT · 850 clientsWealth managerHybrid
    Schwab 60%LPL Financial 25%
    $1.6B
  5. 4078
    Third Avenue Management LLCNew York, NY · 17 clientsAsset managerHybrid
    Interactive Brokers 100%
    $1.6B
  6. 4080
    Intrepid Capital Management IncJacksonville Beach, FL · 671 clientsAsset managerHybrid
    U.S. Bank 82%
    $1.6B
  7. 4083
    Pasadena Private Wealth, LLCPasadena, CA · 524 clientsWealth managerHybrid
    Fidelity 83%
    $1.6B
  8. 4084
    The Nemes Rush Group, LLCNovi, MI · 881 clientsWealth managerWrap sponsorHybrid
    Raymond James 99%
    $1.6B
  9. 4086
    ISC Advisors, Inc.Dallas, TX · 1,928 clientsAsset managerHybridInstitutional Securities Corporation
    RBC 27%Oneamerica Securities 25%
    $1.6B
  10. 4088
    Fortis Capital Advisors, LLCPrairie Village, KS · 2,171 clientsWealth managerHybrid
    Schwab 89%
    $1.6B
  11. 4097
    Atlantic Street Capital Management, LLCGreenwich, CT · 5 clientsPrivate fund adviserHybrid
    No custodian reported
    $1.6B
  12. 4100
    Momentum Independent Network Inc.Dallas, TX · 2,879 clientsBroker-dealer firmHybridHilltop Securities Inc.
    No custodian reported
    $1.6B
  13. 4102
    NBT Capital Management, Inc.Norwich, NY · 786 clientsAsset managerHybrid
    Schwab 100%
    $1.6B
  14. 4113
    N.E.W. Advisory Services, LLCDe Pere, WI · 4,862 clientsWealth managerHybrid
    Schwab 100%
    $1.6B
  15. 4116
    Beam Wealth Advisors, Inc.Covington, LA · 2,258 clientsWealth managerHybrid
    Fidelity 49%Raymond James 36%
    $1.6B
  16. 4119
    Tribridge Partners Financial LLCColumbia, MD · 352 clientsAsset managerHybridMMA Securities LLC
    Principal Financial Group 43%Schwab 37%
    $1.6B
  17. 4120
    Blue Owl Alternative Credit Advisors II LLCNew York, NY · 1 clientsAsset managerHybridBlue Owl Securities LLC
    No custodian reported
    $1.6B
  18. 4125
    Consolidated Portfolio Review CorpWoodbury, NY · 6,228 clientsWealth managerHybridImpactu.investments, LLC, Vanderbilt Securities, LLC, clears through National Financial Services (Fidelity)
    No custodian reported
    $1.6B
  19. 4129
    Compass ION Advisors, LLCConshohocken, PA · 1,204 clientsWealth managerHybrid
    Schwab 76%Fidelity 24%
    $1.6B
  20. 4130
    Summa Corp.The Woodlands, TX · 88 clientsWealth managerHybrid
    J.P. Morgan 34%Goldman Sachs 28%Banque Pictet & CIE SA 22%
    $1.6B
  21. 4132
    Ciccarelli Advisory Services IncNaples, FL · 3,553 clientsWealth managerHybrid
    Schwab 64%SEI 36%
    $1.6B
  22. 4133
    Marshall + Sterling Wealth Advisors, Inc.Poughkeepsie, NY · 902 clientsAsset managerHybrid
    LPL Financial 100%
    $1.6B
  23. 4136
    Duration Asset Management, LLCDallas, TX · 8 clientsPrivate fund adviserHybridSmith Capital Markets, LLC.
    Cantor Fitzgerald Securities 92%
    $1.6B
  24. 4141
    Credicorp Capital Advisors LLCMiami, FL · 369 clientsAsset managerHybridCredicorp Capital LLC, Prima AFP
    Pershing 100%
    $1.6B
  25. 4142
    Metaurus Advisors LLCWestport, CT · 5 clientsAsset managerHybrid
    Northern Trust 100%
    $1.6B
  26. 4147
    Calton & Associates, Inc.Tampa, FL · 5,283 clientsBroker-dealer firmHybrid
    Fidelity 48%Schwab 29%
    $1.6B
  27. 4154
    Flat Rock GlobalJackson, WY · 3 clientsAsset managerHybrid
    No custodian reported
    $1.6B
  28. 4155
    Astra Wealth Management GroupPlano, TX · 964 clientsWealth managerHybrid
    Fidelity 100%
    $1.6B
  29. 4158
    PER Stirling Capital Management, LLCAustin, TX · 1,101 clientsWealth managerHybrid
    Fidelity 90%
    $1.6B
  30. 4159
    Invst, LLCIndianapolis, IN · 2,301 clientsWealth managerHybrid
    Schwab 100%
    $1.6B
  31. 4160
    Evertern Wealth, LLCNaples, FL · 233 clientsWealth managerHybrid
    Goldman Sachs 100%
    $1.6B
  32. 4164
    MJP Wealth AdvisorsFarmington, CT · 906 clientsWealth managerHybrid
    Schwab 100%
    $1.6B
  33. 4169
    Triartisan Capital Advisors LLCWest Palm Beach, FL · 9 clientsPrivate fund adviserHybrid
    No custodian reported
    $1.6B
  34. 4176
    ISC Financial AdvisorsAlbert Lea, MN · 1,318 clientsWealth managerHybrid
    Schwab 100%
    $1.6B
  35. 4181
    Heartwood Wealth Advisors, LLCRichmond, VA · 574 clientsWealth managerHybrid
    No custodian reported
    $1.5B
  36. 4196
    Romano Wealth ManagementEvanston, IL · 969 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $1.5B
  37. 4202
    CNL Strategic Capital Management, LLCOrlando, FL · 1 clientsAsset managerHybridCNL Securities Corp.
    Valley National Bank 100%
    $1.5B
  38. 4204
    Independent Solutions Wealth Management, LLCWilliamsville, NY · 4,285 clientsWealth managerHybrid
    Fidelity Distributors Company 79%
    $1.5B
  39. 4205
    Strategic Wealth GroupEden Prairie, MN · 3,557 clientsWealth managerHybridLPL Financial LLC
    LPL Financial 88%
    $1.5B
  40. 4207
    Pence Capital Management, LLCNewport Beach, CA · 9 clientsAsset managerHybrid
    Advisors Asset Management 100%
    $1.5B

RIAs by state