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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. 5446
    Wealth Alliance Advisory Group, LLCWichita, KS · 982 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $979M
  2. 5448
    Summit Wealth and Retirement PartnersEagle, ID · 354 clientsWealth managerHybrid
    Schwab 100%
    $978M
  3. 5455
    Satovsky Asset Management LLCNew York, NY · 216 clientsWealth managerHybrid
    Fidelity Distributors Company 100%
    $975M
  4. 5458
    Lebenthal Global Advisors, LLCHauppauge, NY · 2,465 clientsWealth managerWrap sponsorHybridLebenthal Financial Services, Inc.
    Raymond James 56%Schwab 44%
    $972M
  5. 5462
    Veery Capital, LLCWest Chester, PA · 314 clientsAsset managerHybrid
    SEI 42%Principal 41%
    $971M
  6. 5472
    First Sentier Investors (US) LLCNew York, NY · 11 clientsPrivate fund adviserHybrid
    No custodian reported
    $969M
  7. 5474
    Odeon Capital Advisors LLCNew York, NY · 34 clientsAsset managerHybridOdeon Capital Group LLC, clears through RBC Capital Markets
    Interactive Brokers 99%
    $967M
  8. 5483
    Brookwood Advisors, LLCBeverly, MA · 6 clientsPrivate fund adviserHybridBrookwood Securities Partners, LLC
    No custodian reported
    $964M
  9. 5491
    Cache Advisors LLCSan Francisco, CA · 7 clientsPrivate fund adviserHybridCache Securities LLC
    No custodian reported
    $962M
  10. 5496
    Clearlist Capital LLCNew York, NY · 4 clientsPrivate fund adviserHybridClearlist LLC, Clearlist Securities LLC
    No custodian reported
    $960M
  11. 5505
    Comvest Credit Managers, LLCWest Palm Beach, FL · 3 clientsPrivate fund adviserHybrid
    No custodian reported
    $957M
  12. 5509
    Focus Investment Advisors, IncSolana Beach, CA · 36 clientsAsset managerHybrid
    LPL Financial 100%
    $956M
  13. 5519
    Ondo Capital Management LLCGreenwich, CT · 1 clientsPrivate fund adviserHybridOasis Pro Markets LLC
    No custodian reported
    $953M
  14. 5528
    Robotti & Company Advisors, LLCNew York, NY · 252 clientsPrivate fund adviserHybridRobotti Securities, LLC
    Schwab 80%
    $950M
  15. 5537
    Almanack Investment PartnersNewtown Square, PA · 426 clientsWealth managerHybrid
    Schwab 80%
    $946M
  16. 5555
    Ascension Capital Advisors, Inc.Houston, TX · 240 clientsWealth managerHybrid
    Schwab 80%
    $939M
  17. 5567
    Crane & Associates Wealth ManagementFullerton, CA · 468 clientsBroker-dealer firmHybrid
    Schwab 79%
    $935M
  18. 5571
    Johnson BixbyVancouver, WA · 777 clientsWealth managerHybrid
    Schwab 100%
    $934M
  19. 5584
    PCG Wealth ManagementOverland Park, KS · 1,959 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $931M
  20. 5586
    Brighton Securities Corp.Rochester, NY · 1,795 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $931M
  21. 5588
    RB Capital Management, LLCReno, NV · 648 clientsWealth managerWrap sponsorHybrid
    Pershing 67%Schwab 33%
    $931M
  22. 5590
    Strategy Asset Managers L.L.C.Pasadena, CA · 633 clientsWealth managerHybrid
    Schwab 100%
    $930M
  23. 5595
    Investmark Advisory Group LLCShelton, CT · 690 clientsWealth managerHybrid
    Fidelity 75%SEI 25%
    $930M
  24. 5597
    Oppenheimer Investment Management LLCNew York, NY · 61 clientsAsset managerHybridOppenheimer & Co. Inc., Oppenheimer Europe LTD.
    U.S. Bank 100%
    $929M
  25. 5602
    Opto Investment Management, LLCNew York, NY · 34 clientsPrivate fund adviserHybrid
    No custodian reported
    $929M
  26. 5606
    Piton Investment Management, LPGarden City, NY · 22 clientsAsset managerHybrid
    Schwab 100%
    $928M
  27. 5608
    Strategic Financial Concepts, LLCSan Antonio, TX · 3,824 clientsWealth managerHybrid
    LPL Financial 52%Schwab 47%
    $928M
  28. 5611
    The Advisory Resource Group, LLCTulsa, OK · 709 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $927M
  29. 5616
    PCJ Investment Counsel LTD.Toronto, Ontario, Canada · 2 clientsAsset managerHybrid
    RBC 77%State Street 23%
    $924M
  30. 5644
    Fi401k AdvisorsCentennial, CO · 305 clientsAsset managerHybrid
    MID Atlantic Trust 47%Matrix Trust 28%Reliance Trust 25%
    $915M
  31. 5658
    Brookfield Asset Management PIC BMG, LLCNew York, NY · 5 clientsPrivate fund adviserHybridBrookfield Advisors (hong Kong) Limited, Brookfield Australia Funds Management Limited
    No custodian reported
    $912M
  32. 5659
    Peak Wealth SolutionsPepper Pike, OH · 718 clientsWealth managerHybrid
    Fidelity 100%
    $912M
  33. 5660
    Trubee Wealth Advisors, Inc.Buffalo, NY · 734 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $911M
  34. 5666
    Constitution Capital PM, L. P.Andover, MA · 1 clientsAsset managerHybrid
    No custodian reported
    $911M
  35. 5676
    Gerald Baker Financial Group, L.l.c.dba Baker Financial ServicesArlington, TX · 482 clientsWealth managerHybridGRB Financial LLC
    Schwab 100%
    $909M
  36. 5679
    First Eagle Separate Account Management, LLCNew York, NY · 1,821 clientsAsset managerHybridFEF Distributors, LLC
    UBS 100%
    $908M
  37. 5684
    Berthel Fisher & Company Financial Services, Inc.Cedar Rapids, IA · 3,352 clientsBroker-dealer firmHybrid
    No custodian reported
    $906M
  38. 5692
    Convergence FinancialColumbia, MO · 2,714 clientsWealth managerHybrid
    LPL Financial 100%
    $904M
  39. 5697
    Dmkc Advisory Services, LLCDes Moines, IA · 500 clientsWealth managerHybridD.M. Kelly & Company, clears through Wells Fargo Clearing Services
    First Clearing 100%
    $903M
  40. 5698
    Navis Wealth Advisors LLCRye Brook, NY · 126 clientsWealth managerHybrid
    Schwab 100%
    $902M

RIAs by state