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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

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  1. 5856
    Invesco Private Capital, Inc.New York, NY · 8 clientsPrivate fund adviserHybridInvesco Capital Markets, Inc., Invesco Distributors, Inc.
    No custodian reported
    $860M
  2. 5858
    Atlas Private Wealth AdvisorsRed Bank, NJ · 1,223 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $860M
  3. 5859
    Wealthcare Investment Partners LLCPortsmouth, RI · 1,853 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $860M
  4. 5860
    Probity Advisors, Inc.Dallas, TX · 567 clientsWealth managerHybrid
    Fidelity 79%
    $859M
  5. 5878
    Rossby Financial, LLCMelbourne, FL · 3,910 clientsWealth managerWrap sponsorHybrid
    No custodian reported
    $855M
  6. 5883
    Leelyn Smith, LLCGeneva, IL · 799 clientsWealth managerWrap sponsorHybrid
    LPL Financial 82%
    $852M
  7. 5884
    Smith Thornton Advisors, LLCHuntsville, AL · 341 clientsAsset managerHybrid
    Vanguard 55%Schwab 40%
    $852M
  8. 5895
    Whitaker-Myers Wealth Managers, LTD.Mansfield, OH · 3,458 clientsWealth managerHybrid
    Schwab 85%
    $851M
  9. 5901
    Silverlake Wealth Management LLCWilliston, VT · 1,072 clientsWealth managerHybrid
    Fidelity 70%Schwab 30%
    $849M
  10. 5914
    Lincoln Capital, LLCLincoln, NE · 1,266 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $845M
  11. 5915
    Lighthouse Wealth Strategies, LLCGig Harbor, WA · 866 clientsWealth managerHybrid
    Schwab 100%
    $844M
  12. 5921
    Rosemawr Management LLCMiami Beach, FL · 13 clientsPrivate fund adviserHybrid
    No custodian reported
    $844M
  13. 5923
    Bridge Net Lease Fund Manager LLCSandy, UT · 1 clientsPrivate fund adviserHybridApollo Global Securities, LLC, Athene Securities, LLC, clears through Pershing
    No custodian reported
    $843M
  14. 5930
    Guggenheim Investment Advisors, LLCNew York, NY · 25 clientsAsset managerHybridGuggenheim Funds Distributors, LLC, Guggenheim Investor Services, LLC, clears through Pershing
    Bank J. Safra Sarasin (bahamas) LTD. 100%
    $841M
  15. 5935
    TFB Advisors, LLCOverland Park, KS · 1,355 clientsWealth managerHybrid
    Schwab 59%Assetmark 41%
    $840M
  16. 5938
    American Ventures IM LLCPalm Beach Gardens, FL · 27 clientsPrivate fund adviserHybridDominari Securities LLC
    No custodian reported
    $839M
  17. 5946
    Pinion Wealth Management, LLCWichita, KS · 615 clientsWealth managerHybridKcoe Capital LLC
    Schwab 92%
    $837M
  18. 5947
    Market Street Wealth ManagementWest Chester, PA · 1,052 clientsWealth managerHybrid
    Fidelity 100%
    $837M
  19. 5948
    Redwood Wealth Management, LLCSanta Monica, CA · 243 clientsWealth managerHybrid
    Schwab 100%
    $837M
  20. 5952
    Riverpark Advisors, LLCNew York, NY · 7 clientsAsset managerHybrid
    No custodian reported
    $836M
  21. 5954
    Financial Sense Advisors, Inc.San Diego, CA · 597 clientsWealth managerHybridFinancial Sense Securities, Inc., clears through National Financial Services (Fidelity)
    Fidelity 100%
    $836M
  22. 5958
    Strategic Wealth Management GroupNew York, NY · 351 clientsWealth managerHybridMAY Capital Group, L.L.C.
    Schwab 100%
    $833M
  23. 5964
    Zions Capital Advisors, Inc.Salt Lake City, UT · 45 clientsAsset managerHybridZions Bancorporation, N.A., Zions Direct, Inc.
    Zions Bank 100%
    $831M
  24. 5969
    Strategic Investment Solutions, Inc.Orland Park, IL · 2,695 clientsWealth managerHybrid
    No custodian reported
    $830M
  25. 5976
    First Citizens Institutional Asset Management, LLCNew York, NY · 2 clientsPrivate fund adviserHybridFirst Citizens Capital Securities, LLC, First Citizens Investor Services, Inc.
    No custodian reported
    $829M
  26. 5982
    Walsh & Associates, LLCSarasota, FL · 1,324 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $828M
  27. 5999
    Fortis Group Advisors LLCWestwood, NJ · 2,604 clientsWealth managerWrap sponsorHybrid
    Schwab 86%
    $822M
  28. 6000
    Gratus Wealth Advisors LLCVirginia Beach, VA · 444 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $822M
  29. 6001
    FLC Capital AdvisorsPalm Desert, CA · 325 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $822M
  30. 6006
    New Harbor Financial Group, LLCWorcester, MA · 1,019 clientsWealth managerHybrid
    Schwab 100%
    $821M
  31. 6009
    Albitz/miloe and Associates, Inc.Torrance, CA · 657 clientsWealth managerHybridCetera Wealth Services, LLC, clears through Pershing
    Schwab 100%
    $821M
  32. 6017
    Abel Hall, LLCBaton Rouge, LA · 199 clientsWealth managerHybrid
    Fidelity 100%
    $819M
  33. 6027
    Forum Capital Advisors LLCDenver, CO · 6 clientsPrivate fund adviserHybridFCA Capital Markets LLC
    No custodian reported
    $815M
  34. 6030
    Eldridge Investment Advisors IncManchester, NH · 687 clientsWealth managerHybrid
    LPL Financial 100%
    $814M
  35. 6052
    Polen Capital CLO Management, LLCWaltham, MA · 2 clientsPrivate fund adviserHybrid
    No custodian reported
    $808M
  36. 6057
    Andbanc Advisory LLCMiami, FL · 472 clientsWealth managerBank-affiliatedHybrid
    Pershing 100%
    $806M
  37. 6065
    Lakeridge Wealth Management LLCMentor, OH · 1,139 clientsWealth managerHybrid
    Fidelity 90%
    $805M
  38. 6066
    OHA Private Credit Advisors II, L.P.New York, NY · 3 clientsAsset managerHybridT. Rowe Price Investment Services, Inc.
    No custodian reported
    $805M
  39. 6074
    Curran Wealth ManagementAlbany, NY · 385 clientsWealth managerWrap sponsorHybridCimas LLC
    Fidelity 100%
    $804M
  40. 6088
    The L. Warner Companies, IncTimonium, MD · 465 clientsWealth managerHybrid
    Schwab 100%
    $802M

RIAs by state