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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. 6730
    Alta Wealth Advisors LLCWoburn, MA · 779 clientsWealth managerHybrid
    LPL Financial 100%
    $665M
  2. 6731
    Allen Wealth Management, LLCBoone, NC · 1,108 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $664M
  3. 6738
    Diligent Investors, LLCRedlands, CA · 884 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $663M
  4. 6750
    Banorte Asset Management, Inc.Houston, TX · 869 clientsWealth managerBank-affiliatedHybridBanorte Securities International LTD, Casa De Bolsa Banorte, clears through Pershing
    Pershing 91%
    $661M
  5. 6753
    Truvestments Capital LLCSarasota, FL · 1,317 clientsWealth managerHybrid
    Schwab 100%
    $661M
  6. 6760
    Archer Capital Group Management, LLCLos Angeles, CA · 10 clientsPrivate fund adviserHybridRainmaker Securities, LLC
    No custodian reported
    $660M
  7. 6763
    Saints Capital10 clientsPrivate fund adviserHybridSaints Advisors LLC
    No custodian reported
    $659M
  8. 6776
    Polar Capital (america) CorporationTampa, FL · 5 clientsPrivate fund adviserHybrid
    No custodian reported
    $656M
  9. 6787
    BCU Wealth Advisors, LLCVernon Hills, IL · 870 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $654M
  10. 6788
    Collaborative WealthLake Mary, FL · 937 clientsWealth managerHybrid
    LPL Financial 59%
    $653M
  11. 6799
    Nomura Capital Management LLCNew York, NY · 2 clientsAsset managerHybridDelaware Distributors, L.P., Instinet, LLC
    No custodian reported
    $651M
  12. 6802
    Monex Asset Management, Inc.Houston, TX · 599 clientsWealth managerHybridMonex Securities, Inc.
    Pershing 100%
    $651M
  13. 6808
    Midwest Professional Planners, LTD.Wausau, WI · 837 clientsWealth managerHybrid
    Fidelity 100%
    $649M
  14. 6810
    Asset Strategy Advisors, LLCWayland, MA · 504 clientsAsset managerHybridConcorde Investment Services, LLC, RCX Capital Group, LLC, clears through Pershing, RBC Capital Markets
    No custodian reported
    $649M
  15. 6825
    SSW PartnersNew York, NY · 2 clientsPrivate fund adviserHybrid
    No custodian reported
    $646M
  16. 6827
    Legacy Wealth Partners, LLCLakewood, CO · 1,064 clientsWealth managerHybrid
    Schwab 87%
    $646M
  17. 6834
    DWM Asset Management, LLCStamford, CT · 6 clientsPrivate fund adviserHybridDWM Finance LLC
    No custodian reported
    $645M
  18. 6840
    Richards Merrill Wealth ManagementSpokane, WA · 1,277 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $644M
  19. 6844
    Hedonova Advisors LLCPost Falls, ID · 2,853 clientsPrivate fund adviserHybrid
    No custodian reported
    $643M
  20. 6848
    Tsfg, LLCLake Forest, IL · 864 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $643M
  21. 6849
    Chapin Davis Asset ManagementBaltimore, MD · 555 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $643M
  22. 6850
    Equilibrium Capital Investment Management , LLCPortland, OR · 4 clientsPrivate fund adviserHybrid
    No custodian reported
    $643M
  23. 6859
    Abacus FCF Advisors LLCOrlando, FL · 6 clientsAsset managerHybridRegional Investment Services, Inc.
    No custodian reported
    $641M
  24. 6860
    Phoenix Wealth Advisors Inc.Chapel Hill, NC · 1,592 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $641M
  25. 6865
    MWA Financial Services, Inc.Rock Island, IL · 2,012 clientsBroker-dealer firmHybrid
    Assetmark Trust 91%
    $640M
  26. 6872
    Tcfg Investment Advisors, LLCLaguna Niguel, CA · 2,334 clientsWealth managerWrap sponsorHybridTcfg Wealth Management, LLC
    Pershing 95%
    $639M
  27. 6901
    Vision RetirementRidgewood, NJ · 1,119 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $634M
  28. 6910
    Fortem Financial Group, LLCPalm Desert, CA · 347 clientsWealth managerHybrid
    Schwab 100%
    $632M
  29. 6915
    American Investors CoSan Ramon, CA · 766 clientsBroker-dealer firmHybrid
    Schwab 67%Fidelity 33%
    $631M
  30. 6917
    Accuvest Global Advisors, Inc.Provo, UT · 65 clientsAsset managerHybridMosaic Financial
    Mosaic Financial 43%Schwab 37%
    $630M
  31. 6918
    Cordatus Wealth Management LLCYardley, PA · 308 clientsWealth managerWrap sponsorHybrid
    Wells Fargo 100%
    $630M
  32. 6923
    Searle & Co.Greenwich, CT · 127 clientsBroker-dealer firmHybrid
    Pershing 100%
    $630M
  33. 6938
    Centrica Wealth ManagementMiami, FL · 14 clientsWealth managerHybrid
    J.P. Morgan 100%
    $627M
  34. 6951
    Sovereign Wealth Advisors LLCHouston, TX · 1,275 clientsWealth managerHybrid
    No custodian reported
    $625M
  35. 6953
    PVG Asset Management CorpCentennial, CO · 240 clientsAsset managerHybrid
    No custodian reported
    $625M
  36. 6958
    Axius Advisors LLCSaint Charles, MO · 1,231 clientsWealth managerHybrid
    Schwab 100%
    $624M
  37. 6972
    H Financial ManagementCanonsburg, PA · 557 clientsWealth managerHybrid
    Fidelity Investments 100%
    $622M
  38. 6975
    Aviso Wealth ManagementBellevue, WA · 929 clientsWealth managerHybrid
    Schwab 67%Fidelity 33%
    $621M
  39. 6978
    Altus Wealth Group, LLCColorado Springs, CO · 791 clientsWealth managerHybrid
    Schwab 100%
    $620M
  40. 6980
    BNA WealthRock Hill, SC · 542 clientsWealth managerPublic-company ownedHybrid
    Schwab 100%
    $620M

RIAs by state