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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. 6092
    PSI Advisors, LLCTampa, FL · 1,745 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $801M
  2. 6098
    Financial Focus LLCCarlsbad, CA · 584 clientsWealth managerHybrid
    Schwab 59%Assetmark Trust 41%
    $800M
  3. 6100
    Corgi Strategies, LLCChicago, IL · 206 clientsAsset managerHybridAnos Capital, L.L.C.
    No custodian reported
    $799M
  4. 6110
    Folger Nolan Fleming Douglas IncorporatedWashington, DC · 262 clientsBroker-dealer firmHybrid
    Pershing 100%
    $797M
  5. 6111
    Parisi Gray Wealth Management, LLCMendham, NJ · 203 clientsWealth managerHybrid
    Pershing 100%
    $796M
  6. 6118
    BHK Investment AdvisorsBirmingham, AL · 328 clientsWealth managerHybridBHK Securities, LLC
    Schwab 50%Wells Fargo 50%
    $794M
  7. 6125
    Centric Wealth Management, LLCChicago, IL · 583 clientsWealth managerHybrid
    Schwab 100%
    $793M
  8. 6130
    XP Advisory US, Inc.Miami, FL · 258 clientsPrivate fund adviserHybridXP Investimentos Corretora De Cambio, Valores E Titulos Mobiliarios SA, XP Investments US, LLC
    Pershing 100%
    $792M
  9. 6132
    Carsonallaria Wealth Management, LTD.Glen Carbon, IL · 647 clientsBroker-dealer firmHybrid
    Schwab 100%
    $792M
  10. 6146
    MMA Asset Management LLCConshohocken, PA · 301 clientsAsset managerHybridMMA Securities LLC, MMC Securities (ireland), clears through Pershing
    Amalgamated Bank 50%Schwab 37%
    $788M
  11. 6151
    Sycamore Financial GroupKokomo, IN · 1,146 clientsBroker-dealer firmHybrid
    No custodian reported
    $787M
  12. 6156
    Vestgen Investment ManagementEgg Harbor Twp., NJ · 2,363 clientsAsset managerHybrid
    Pershing 100%
    $787M
  13. 6162
    Regent Peak Wealth Advisors, LLCAtlanta, GA · 223 clientsWealth managerHybrid
    Schwab 100%
    $786M
  14. 6164
    ACP Venture Capital Management Fund LLCHauppauge, NY · 14 clientsPrivate fund adviserHybridAmerican Capital Partners, LLC
    No custodian reported
    $786M
  15. 6165
    Insight Advisors, LLCNewtown, PA · 899 clientsWealth managerHybrid
    Schwab 100%
    $786M
  16. 6171
    Flagstar Securities, Inc.New York, NY · 1,123 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $784M
  17. 6178
    Amerant Investments, Inc.Coral Gables, FL · 1,297 clientsBroker-dealer firmHybrid
    Pershing 100%
    $782M
  18. 6180
    Huntleigh Advisors, Inc.St. Louis, MO · 1,838 clientsWealth managerHybridHuntleigh Securities Corporation, K. W. Chambers & Co., clears through Wells Fargo Clearing Services
    First Clearing 100%
    $782M
  19. 6182
    Dahring | Cusmano and AssociatesNovi, MI · 884 clientsWealth managerHybrid
    Schwab 58%Fidelity 42%
    $781M
  20. 6183
    West Michigan AdvisorsHolland, MI · 1,378 clientsWealth managerHybrid
    Schwab 80%
    $781M
  21. 6186
    New Vernon Wealth Management LLCHighland Park, IL · 187 clientsWealth managerHybridSF Investments, Inc.
    Pershing 100%
    $781M
  22. 6189
    Portfolio Medics, LLCBonita Springs, FL · 2,929 clientsWealth managerHybrid
    E*Trade 100%
    $780M
  23. 6195
    Safanad Inc.New York, NY · 30 clientsPrivate fund adviserHybrid
    No custodian reported
    $780M
  24. 6201
    Goalvest Advisory LLCNew York, NY · 487 clientsWealth managerHybrid
    Schwab 100%
    $778M
  25. 6208
    Global View Capital Management LLCWaukesha, WI · 3,819 clientsWealth managerWrap sponsorHybrid
    Schwab 75%Axos 25%
    $775M
  26. 6209
    Grafine Capital Holdings LLCNew York, NY · 4 clientsPrivate fund adviserHybridGrafine Capital Partners LLC
    No custodian reported
    $775M
  27. 6214
    Embassy Asset Management LPShort Hills, NJ · 4 clientsAsset managerHybrid
    No custodian reported
    $774M
  28. 6219
    Flynn Zito Capital Management, LLCGarden City, NY · 1,073 clientsWealth managerHybrid
    LPL Financial 100%
    $774M
  29. 6220
    Forthright Wealth Management, LLCAlpharetta, GA · 575 clientsWealth managerHybrid
    Raymond James 100%
    $773M
  30. 6225
    Bruton Chisnell Advisors, LLCDowningtown, PA · 630 clientsWealth managerHybrid
    Fidelity Distributors Company 100%
    $772M
  31. 6227
    MTM Financial Group, LLCBethlehem, PA · 3,276 clientsWealth managerHybrid
    Schwab 100%
    $772M
  32. 6236
    Hennion & Walsh Asset Management, Inc.Parsippany, NJ · 1,099 clientsBroker-dealer firmHybridHennion & Walsh, Inc.
    Wells Fargo 100%
    $769M
  33. 6237
    ADK Wealth Advisory GroupSt. Louis, MO · 1,208 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $768M
  34. 6245
    Compass AdvisorsMelville, NY · 528 clientsWealth managerHybridCapfinancial Securities, LLC.
    Schwab 100%
    $767M
  35. 6248
    Flowstone Partners, LLC1 clientsAsset managerHybridWillis Towers Watson Securities, LLC
    No custodian reported
    $767M
  36. 6251
    Wisdomtree Digital Management, Inc.New York, NY · 1 clientsAsset managerHybridWisdomtree Securities, Inc.
    No custodian reported
    $766M
  37. 6257
    Moldenhauer & AssociatesOrchard Park, NY · 1,152 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $765M
  38. 6259
    Lepercq De Neuflize Asset Management LLCNew York, NY · 3 clientsPrivate fund adviserHybridAccess Securities, LLC
    Schwab 100%
    $764M
  39. 6260
    Stonecastle Advisors, LLCNew York, NY · 5 clientsPrivate fund adviserHybridStonecastle Securities, LLC
    No custodian reported
    $763M
  40. 6264
    Summit Wealth Group LLCExeter, NH · 456 clientsWealth managerHybrid
    Schwab 100%
    $762M

RIAs by state