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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. 6501
    Navista Wealth Management, Inc.Minnetonka, MN · 402 clientsWealth managerHybrid
    Raymond James 100%
    $710M
  2. 6502
    Rogan & AssociatesSafety Harbor, FL · 1,483 clientsWealth managerWrap sponsorHybrid
    Schwab 72%Osaic FS 28%
    $710M
  3. 6507
    Manske Wealth Management, LLCHouston, TX · 502 clientsWealth managerWrap sponsorHybrid
    No custodian reported
    $707M
  4. 6513
    Dodds Wealth, LLCGreenwood Village, CO · 421 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $706M
  5. 6515
    Empire Financial Management Company, LLCHolmdel, NJ · 983 clientsWealth managerHybridEmpire Asset Management Company
    RBC 100%
    $706M
  6. 6517
    Skinner, Copper & Ehmen Wealth Management, LLCSpringfield, IL · 571 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $706M
  7. 6519
    Benjamin F. Edwards Wealth Management, LLCSt. Louis, MO · 1,104 clientsWealth managerWrap sponsorHybridBenjamin F. Edwards & Company, Incorporated
    Pershing 100%
    $705M
  8. 6538
    Preisz FinancialPortland, OR · 346 clientsAsset managerHybrid
    LPL Financial 31%Empower Financial Services 31%John Hancock Investment Management Distributors 24%
    $702M
  9. 6543
    360 FinancialWayzata, MN · 1,206 clientsWealth managerHybrid
    LPL Financial 100%
    $701M
  10. 6546
    KTF Investments, LLCSeal Beach, CA · 184 clientsWealth managerWrap sponsorHybrid
    No custodian reported
    $700M
  11. 6554
    Lafise Global Advisors LLCMiami, FLAsset managerHybridLafise Securities LLC, clears through StoneX
    Stonex Securities 89%
    $699M
  12. 6558
    Ikarian CapitalDallas, TX · 5 clientsPrivate fund adviserHybrid
    No custodian reported
    $698M
  13. 6568
    Compass Capital CorporationBraintree, MA · 1,318 clientsWealth managerHybridCompass Securities Corporation
    No custodian reported
    $695M
  14. 6573
    Premier Wealth Advisors, LLCSan Diego, CA · 510 clientsWealth managerHybrid
    Schwab 100%
    $695M
  15. 6581
    WMG Financial Advisors, LLCKnoxville, TN · 1,655 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $694M
  16. 6583
    BW & Associates, Inc.Orange, CA · 529 clientsWealth managerHybrid
    12711 N. Meridian Street 100%
    $693M
  17. 6592
    Lazari Capital Management, Inc.Burbank, CA · 968 clientsWealth managerHybridLyndhurst Securities Inc., Michael Lazari Karapetian
    Fidelity 78%
    $691M
  18. 6594
    Brainvest Wealth Management LLCMiami, FL · 175 clientsAsset managerHybrid
    Citi 61%Pershing 39%
    $691M
  19. 6598
    Plan Group Financial, Inc.Oklahoma City, OK · 1,221 clientsWealth managerHybrid
    Schwab 70%Fidelity Distributors Company 30%
    $690M
  20. 6603
    East End Financial Group, Inc.Riverhead, NY · 360 clientsWealth managerHybrid
    Pershing 100%
    $689M
  21. 6605
    Nvest Financial, LLCPortsmouth, NH · 809 clientsWealth managerHybrid
    Fidelity 100%
    $688M
  22. 6606
    Signature Equity Partners, LLCColumbus, OH · 1,716 clientsWealth managerWrap sponsorHybrid
    Fidelity 90%
    $688M
  23. 6613
    Wealth Management Advisors, LLCGreenville, SC · 739 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $686M
  24. 6623
    Integra Global Advisors LLCStamford, CT · 52 clientsWealth managerHybrid
    Schwab 100%
    $684M
  25. 6637
    Synergy Investment Management LLCAltamonte Springs, FL · 2,500 clientsWealth managerWrap sponsorHybrid
    LPL Financial 85%
    $681M
  26. 6640
    McNally Advisors, LLCChicago, IL · 16 clientsPrivate fund adviserHybridMcNally Capital Securities, LLC
    No custodian reported
    $681M
  27. 6642
    JB Capital Partners1 clientsPrivate fund adviserHybrid
    No custodian reported
    $681M
  28. 6648
    Encore Housing Opportunity Fund Investment Manager, LLCBoca Raton, FL · 12 clientsPrivate fund adviserHybridBuilder Advisor Group, LLC
    No custodian reported
    $680M
  29. 6652
    Signal Securities, Inc.Fort Worth, TX · 1,137 clientsBroker-dealer firmHybridSignal Securities, Inc.
    No custodian reported
    $679M
  30. 6665
    Yorktown Management and Research Co IncForest, VA · 1 clientsAsset managerHybrid
    No custodian reported
    $677M
  31. 6669
    Rockport Wealth AdvisorsFairview Park, OH · 1,623 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $676M
  32. 6679
    RDA Financial NetworkAkron, IA · 1,521 clientsWealth managerHybrid
    Schwab 100%
    $675M
  33. 6680
    Allegiance Financial GroupVienna, VA · 605 clientsWealth managerHybrid
    Schwab 78%Fidelity 22%
    $675M
  34. 6685
    Garden State Investment Advisory Services, LLCRed Bank, NJ · 2,531 clientsWealth managerWrap sponsorHybridGarden State Securities, Inc., clears through Axos Clearing
    Schwab 65%Axos 35%
    $674M
  35. 6686
    Cherry Tree Wealth Management, LLCMinnetonka, MN · 334 clientsWealth managerHybridCherry Tree & Associates, LLC
    Schwab 69%Fidelity 31%
    $673M
  36. 6693
    Firethorn Wealth Partners, LLCAugusta, GA · 731 clientsWealth managerHybrid
    Schwab 100%
    $672M
  37. 6704
    First Financial Coaching, Inc.Mt. Clemens, MI · 1,512 clientsWealth managerHybrid
    Axos 74%Schwab 26%
    $671M
  38. 6707
    Lombard Advisers IncorporatedBaltimore, MD · 985 clientsWealth managerWrap sponsorHybridLombard Securities Incorporated
    Wells Fargo 100%
    $670M
  39. 6713
    The Oak Ridge Financial Services Group, IncGolden Valley, MN · 1,005 clientsBroker-dealer firmHybridThe Oak Ridge Financial Services Group, Inc
    RBC 100%
    $669M
  40. 6724
    Prestige Wealth Management Group, LLCFlemington, NJ · 440 clientsWealth managerHybrid
    Schwab 100%
    $666M

RIAs by state