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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. 4208
    Trinity Strategic WealthTulsa, OK · 1,763 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $1.5B
  2. 4209
    Meteora Capital, LLCBoca Raton, FL · 15 clientsPrivate fund adviserHybrid
    J.P. Morgan 64%Goldman Sachs 26%
    $1.5B
  3. 4211
    Ancora Retirement Plan Advisors, LLCCleveland, OH · 157 clientsAsset managerHybridInverness Securities, LLC
    No custodian reported
    $1.5B
  4. 4212
    Seacrest Wealth Management, LLCPurchase, NY · 1,498 clientsWealth managerHybrid
    Schwab 100%
    $1.5B
  5. 4213
    Titan Advisors, LLCStamford, CT · 36 clientsPrivate fund adviserHybrid
    No custodian reported
    $1.5B
  6. 4214
    Equitable Investment Management, LLCNew York, NY · 1 clientsAsset managerHybridAlliancebernstein Investments, Inc., Bernstein Institutional Services LLC
    No custodian reported
    $1.5B
  7. 4223
    Tamar Securities, LLCWoodland Hills, CA · 4,219 clientsWealth managerHybrid
    Schwab 100%
    $1.5B
  8. 4224
    Albritton Capital Management CoAlpharetta, GAAsset managerHybridA & M Securities, LLC
    J.P. Morgan 100%
    $1.5B
  9. 4226
    TownsendWestminster, CO · 1,514 clientsWealth managerHybrid
    Fidelity 100%
    $1.5B
  10. 4228
    Robinhood Asset ManagementMenlo Park, CA · 252,664 clientsWealth managerPublic-company ownedHybridRobinhood Financial, LLC, Robinhood Securities, LLC, clears through Robinhood, Wells Fargo Clearing Services
    No custodian reported
    $1.5B
  11. 4232
    Compak Asset ManagementNewport Beach, CA · 1,751 clientsWealth managerHybridCompak Securities, Inc.
    Fidelity 100%
    $1.5B
  12. 4233
    Catholic Investment Services, Inc.Boston, MA · 7 clientsPrivate fund adviserHybrid
    State Street 100%
    $1.5B
  13. 4235
    Legacy Capital Wealth Partners, LLCLittle Rock, AR · 680 clientsWealth managerHybrid
    Schwab 51%Fidelity 49%
    $1.5B
  14. 4236
    Anchor Investment ManagementColumbia, SC · 821 clientsWealth managerHybrid
    Schwab 100%
    $1.5B
  15. 4239
    RBC Securities, Inc.Los Angeles, CA · 1,451 clientsBroker-dealer firmHybridCNR Securities LLC, clears through Pershing
    City National Bank 100%
    $1.5B
  16. 4240
    Alden CapitalWayne, PA · 2,552 clientsWealth managerHybridJ. Alden Associates, Inc.
    Schwab 98%
    $1.5B
  17. 4241
    Goehring & Rozencwajg Associates, LLCNew York, NY · 4 clientsAsset managerHybrid
    Northern Trust 53%BNY 47%
    $1.5B
  18. 4248
    Ariel Alternatives, LLCChicago, IL · 6 clientsPrivate fund adviserHybridAriel Distributors, LLC
    No custodian reported
    $1.5B
  19. 4250
    Clough Capital Partners, LPBoston, MA · 10 clientsAsset managerHybrid
    Schwab 100%
    $1.5B
  20. 4251
    Ashmore Investment Advisors LimitedLondon, United Kingdom · 27 clientsPrivate fund adviserHybridAshmore Investment Management (US) Corporation
    No custodian reported
    $1.5B
  21. 4257
    Kintra Wealth, LLCWilliamsport, PA · 2,914 clientsWealth managerHybrid
    Fidelity 100%
    $1.5B
  22. 4260
    Class VI Family Office, LLCDenver, CO · 201 clientsWealth managerHybridClass VI Securities, LLC
    Schwab 100%
    $1.5B
  23. 4262
    Salem Partners Wealth Management, LLCLos Angeles, CA · 49 clientsWealth managerHybridSalem Partners, LLC
    Schwab 100%
    $1.5B
  24. 4263
    Santa Lucia Asset Management PTE. LTD.Singapore, Singapore · 10 clientsPrivate fund adviserHybrid
    Citi 100%
    $1.5B
  25. 4279
    Archford Capital Strategies, LLCSwansea, IL · 861 clientsWealth managerHybrid
    Pershing 100%
    $1.5B
  26. 4280
    CCS Partners LLCNew York, NY · 6 clientsPrivate fund adviserHybrid
    No custodian reported
    $1.5B
  27. 4283
    Iso-Mts Capital Management LPGreenwich, CT · 6 clientsPrivate fund adviserHybrid
    Barclays Capital 100%
    $1.5B
  28. 4291
    Spartan Wealth ManagementBingham Farms, MI · 1,176 clientsWealth managerHybrid
    Schwab 100%
    $1.5B
  29. 4293
    Flexible Plan Investments LTDBloomfield Hills, MI · 9,144 clientsAsset managerHybrid
    Axos 100%
    $1.5B
  30. 4299
    Gabelli & Company Investment Advisers, Inc.Greenwich, CT · 12 clientsPrivate fund adviserHybridG.distributors, LLC, G.research, LLC
    No custodian reported
    $1.5B
  31. 4300
    Cullinan Associates, Inc.Louisville, KY · 632 clientsWealth managerWrap sponsorHybridChurchill Financial, LLC
    UBS 64%
    $1.5B
  32. 4302
    Acuitas Investments, LLCSeattle, WA · 3 clientsAsset managerHybrid
    BNY 39%Northern Trust 36%State Street 24%
    $1.5B
  33. 4303
    TBH Global Asset Management, LLCBrentwood, TN · 1,054 clientsWealth managerHybrid
    Fidelity 100%
    $1.5B
  34. 4304
    M1 AdvisoryChicago, IL · 11,400 clientsWealth managerHybridM1 Finance LLC
    Apex Fintech 100%
    $1.5B
  35. 4306
    TSA Management IncGlen Head, NY · 2,566 clientsWealth managerHybridHalliday Financial, LLC, clears through Pershing
    No custodian reported
    $1.5B
  36. 4308
    Kimelman & Baird, LLCNew York, NY · 249 clientsBroker-dealer firmHybrid
    Fidelity 57%BNY 43%
    $1.5B
  37. 4309
    TA Realty LLCBoston, MA · 26 clientsPrivate fund adviserHybridMEC Global Partners LLC
    No custodian reported
    $1.5B
  38. 4312
    GAM USA Inc.New York, NY · 11 clientsAsset managerHybrid
    Northern Trust 58%Merrill / Bank of America 26%
    $1.5B
  39. 4321
    Horan Wealth, LLCCincinnati, OH · 1,436 clientsWealth managerHybrid
    Fidelity 56%Schwab 44%
    $1.5B
  40. 4337
    Forge FinancialEdmond, OK · 4,683 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $1.5B

RIAs by state