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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. 6269
    American Wealth ManagementReno, NV · 897 clientsWealth managerHybrid
    No custodian reported
    $761M
  2. 6270
    SFG Wealth ManagementTowson, MD · 1,184 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $760M
  3. 6276
    Invex Advisors LLCCoral Gables, FL · 80 clientsAsset managerHybridInvex, LLC.
    Pershing 100%
    $759M
  4. 6277
    Strong Tower Advisory ServicesMinneapolis, MN · 314 clientsWealth managerHybrid
    Pershing 100%
    $759M
  5. 6282
    Tbg-Bedford Group LLCSaint Louis, MO · 960 clientsWealth managerHybrid
    Schwab 100%
    $758M
  6. 6290
    Intentgen Financial PartnersNaperville, IL · 612 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $757M
  7. 6297
    Total Clarity Wealth Management, IncSt. Charles, IL · 1,038 clientsWealth managerWrap sponsorHybrid
    Schwab 61%LPL Financial 39%
    $755M
  8. 6299
    Air Asset ManagementChicago, IL · 14 clientsPrivate fund adviserHybrid
    Caceis Bank 100%
    $754M
  9. 6316
    Westwood Wealth ManagementDallas, TX · 452 clientsPrivate fund adviserHybridSalient Capital L.P.
    Schwab 56%U.S. Bank 39%
    $750M
  10. 6320
    QTR Family Wealth, LLCLake Mary, FL · 205 clientsWealth managerHybrid
    Fidelity 100%
    $749M
  11. 6322
    Flagship Wealth Advisors, LLC.Wakefield, MA · 482 clientsWealth managerHybrid
    No custodian reported
    $749M
  12. 6326
    Porter White Investment Advisors, Inc.Birmingham, AL · 114 clientsWealth managerHybrid
    Fidelity 100%
    $748M
  13. 6336
    Discipline Wealth Solutions, Inc.Greenville, SC · 1,946 clientsWealth managerHybrid
    Schwab 100%
    $747M
  14. 6340
    Blue Horizon Equity, Inc.Pittsford, NY · 1,491 clientsWealth managerWrap sponsorHybrid
    Pershing 100%
    $746M
  15. 6341
    Summit Investment Advisory ServicesRoseville, MN · 1,075 clientsWealth managerHybrid
    LPL Financial 100%
    $746M
  16. 6342
    Seamount Financial Group IncColorado Springs, CO · 501 clientsWealth managerHybrid
    LPL Financial 100%
    $745M
  17. 6343
    Beacon Global Advisor Network, LLCAtlanta, GA · 1,388 clientsWealth managerHybrid
    RL 360 Insurance Company, LTD. 32%Schwab 29%
    $745M
  18. 6347
    Tremblant Capital GroupWest Palm Beach, FL · 3 clientsAsset managerHybrid
    J.P. Morgan 54%Northern Trust 35%
    $745M
  19. 6352
    OFS CLO Management, LLCChicago, IL · 4 clientsPrivate fund adviserHybridCCO Capital, LLC, CIM Group (australia) PTY LTD
    No custodian reported
    $744M
  20. 6369
    Nicholas Wealth ManagementMarietta, GA · 1,072 clientsAsset managerHybrid
    Schwab 57%Fidelity 43%
    $740M
  21. 6372
    Stonebridge Financial GroupGrand Rapids, MI · 783 clientsAsset managerHybrid
    Empower Retirement 60%
    $739M
  22. 6374
    Baird Capital Management Company, LLCMilwaukee, WI · 10 clientsPrivate fund adviserHybridRobert W. Baird & Co. Incorporated
    No custodian reported
    $738M
  23. 6381
    The Marshall Financial Group LLCHunt Valley, MD · 1,019 clientsWealth managerHybrid
    Schwab 80%
    $736M
  24. 6383
    Shorebridge Capital Management, LLCSummit, NJ · 2 clientsPrivate fund adviserHybridShorebridge Capital Securities, LLC
    No custodian reported
    $735M
  25. 6388
    Girard Pension Services, LLCAllentown, PA · 62 clientsAsset managerHybridGirard Investment Services, LLC, clears through Pershing
    Schwab 81%
    $734M
  26. 6389
    CL Wealth Management LLCSchaumburg, IL · 2,168 clientsWealth managerPublic-company ownedHybridCabot Lodge Securities LLC, PKS Securities, Inc., clears through RBC Capital Markets, Raymond James, National Financial Services (Fidelity)
    RBC 64%Raymond James 26%
    $734M
  27. 6392
    Able Financial Group, LLCScottsdale, AZ · 624 clientsWealth managerHybrid
    Pershing 100%
    $733M
  28. 6396
    Skba Capital Management, LLCSan Francisco, CA · 23 clientsAsset managerHybrid
    BNY 85%
    $732M
  29. 6415
    Lesko Securities, Inc.Vestal, NY · 1,171 clientsBroker-dealer firmHybrid
    Schwab 100%
    $729M
  30. 6427
    Woodstock Wealth Management, Inc.Woodstock, GA · 1,586 clientsWealth managerHybrid
    Fidelity 100%
    $727M
  31. 6430
    FS Credit Income Advisor, LLCPhiladelphia, PA · 1 clientsAsset managerHybridFS Investment Solutions, LLC
    No custodian reported
    $726M
  32. 6445
    Cora Capital AdvisorsMarlton, NJ · 786 clientsWealth managerHybrid
    Pershing 100%
    $723M
  33. 6455
    Materetsky Financial GroupBoynton Beach, FL · 830 clientsWealth managerWrap sponsorHybrid
    Pershing 91%
    $721M
  34. 6462
    Robinhood VenturesMenlo Park, CA · 3 clientsAsset managerHybridRobinhood Financial, LLC, Robinhood Securities, LLC, clears through Robinhood, Wells Fargo Clearing Services
    No custodian reported
    $717M
  35. 6463
    Wealth Management Associates, Inc.Cherry Hill, NJ · 930 clientsWealth managerHybrid
    Fidelity 100%
    $717M
  36. 6473
    Morin Private Client Group, LLC80 clientsAsset managerHybrid
    T. Rowe Price Investment Services 100%
    $716M
  37. 6474
    G. A. Repple & CompanyCasselberry, FL · 3,207 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $716M
  38. 6475
    RBF Wealth AdvisorsSt. Louis, MO · 1,289 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $716M
  39. 6480
    Uscf AdvisersWalnut Creek, CA · 8 clientsAsset managerHybrid
    No custodian reported
    $715M
  40. 6481
    Financial Management Strategies, Inc.Broadview Hts., OH · 1,895 clientsWealth managerHybrid
    Pershing 100%
    $714M

RIAs by state