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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. 7638
    Essential Planning, LLCPortsmouth, NH · 573 clientsWealth managerHybrid
    Schwab 100%
    $524M
  2. 7648
    Churchill Financial Advisors, LLCLouisville, KY · 108 clientsWealth managerWrap sponsorHybridChurchill Financial, LLC
    Fidelity 100%
    $523M
  3. 7655
    McLaughlin Ryder Investments, Inc.Alexandria, VA · 503 clientsBroker-dealer firmHybrid
    Pershing 100%
    $522M
  4. 7660
    Andrew Garrett, Inc.New York, NY · 1,122 clientsBroker-dealer firmHybridAndrew Garrett, Inc.
    No custodian reported
    $521M
  5. 7669
    Dean, Jacobson Financial ServicesFort Worth, TX · 564 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $519M
  6. 7671
    Broadoak Asset Management, LLCBethesda, MD · 9 clientsPrivate fund adviserHybridBroadoak Partners, LLC
    No custodian reported
    $519M
  7. 7673
    Matson Financial Advisors, Inc.Danbury, CT · 232 clientsWealth managerHybrid
    Pershing 100%
    $519M
  8. 7678
    Independent Wealth Network, Inc.Urbandale, IA · 1,460 clientsWealth managerHybrid
    Schwab 100%
    $518M
  9. 7683
    Altium Investment Strategies LLCWesley Chapel, FL · 2 clientsAsset managerHybridAAG Capital, Inc.
    Schwab 100%
    $518M
  10. 7686
    Alliance Wealth Management Group, LLCFlemington, NJ · 447 clientsWealth managerHybrid
    Schwab 100%
    $517M
  11. 7688
    Nestyield EtfsDowney, CA · 4 clientsAsset managerHybridCentaurus Financial, Inc.
    Schwab 100%
    $517M
  12. 7690
    Sowa Financial GroupLincoln, RI · 572 clientsWealth managerHybrid
    Fidelity 100%
    $517M
  13. 7692
    Medallion Wealth Advisors, LLCFarmington, CT · 2,484 clientsWealth managerWrap sponsorHybrid
    Schwab 83%
    $517M
  14. 7699
    Orion Investment CoSt Louis, MO · 673 clientsWealth managerHybridSauer, Dazey Investment Company, clears through RBC Capital Markets
    RBC 100%
    $515M
  15. 7700
    Financial Network Wealth Advisors LLCMurray, UT · 1,828 clientsWealth managerHybrid
    Schwab 100%
    $515M
  16. 7701
    The Main Street GroupGlen Allen, VA · 765 clientsWealth managerHybrid
    Schwab 100%
    $515M
  17. 7702
    Twenty-First Tailored Solutions, Inc.55 clientsAsset managerHybrid
    UBS 100%
    $515M
  18. 7709
    James T. Borello & Co.East Dundee, IL · 700 clientsBroker-dealer firmHybrid
    Schwab 100%
    $514M
  19. 7711
    Uhler Vertich White AdvisorsFort Myers, FL · 424 clientsWealth managerHybrid
    Raymond James 100%
    $514M
  20. 7718
    CacmNew York, NY · 13 clientsPrivate fund adviserHybridCanam Investor Services, LLC
    No custodian reported
    $513M
  21. 7723
    Fortwood Capital LPGreenwich, CT · 1 clientsAsset managerHybrid
    RBC 100%
    $513M
  22. 7730
    LEO Wealth Americas, LLCHurst, TX · 984 clientsWealth managerHybridLEO Brokerage, LLC
    Schwab 89%
    $512M
  23. 7739
    Horizon FinancialWest Henrietta, NY · 734 clientsWealth managerHybrid
    Schwab 100%
    $510M
  24. 7743
    Madison Advisory Services, Inc.White Plains, NY · 1,102 clientsWealth managerHybrid
    SEI 100%
    $510M
  25. 7757
    IBN Asset Management, LLCThousand Oaks, CA · 12 clientsAsset managerHybridInstitutional Bond Network, LLC, clears through Wedbush
    BNY 73%U.S. Bank 27%
    $508M
  26. 7758
    Quadratic Capital Management LLCGreenwich, CT · 2 clientsAsset managerHybrid
    No custodian reported
    $508M
  27. 7762
    WEA Financial Advisors, Inc.Madison, WI · 618 clientsAsset managerHybridWEA Investment Services, Inc.
    Matrix Trust 87%
    $508M
  28. 7767
    Wealthcrest Financial Services, LLCSpringfield, VA · 380 clientsWealth managerHybrid
    No custodian reported
    $508M
  29. 7775
    Boone Wealth Advisors, LLCBellevue, WA · 305 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $507M
  30. 7776
    Kaufman Rossin Wealth, LLCMiami, FL · 230 clientsWealth managerHybrid
    Schwab 58%Fidelity 42%
    $507M
  31. 7777
    Creand ManagementMiami, FL · 134 clientsWealth managerBank-affiliatedHybridBeta Capital Securities LLC, Creand Securities Panama SA, clears through Interactive Brokers
    Creand Securities 100%
    $507M
  32. 7782
    Bluesphere Advisors LLCEast Norriton, PA · 482 clientsWealth managerHybrid
    Schwab 100%
    $506M
  33. 7784
    EAB Investment Group, LLCBala Cynwyd, PA · 1 clientsAsset managerHybrid
    No custodian reported
    $506M
  34. 7793
    Selby Lane Capital, LLCCharlottesville, VA · 9 clientsPrivate fund adviserHybrid
    No custodian reported
    $505M
  35. 7798
    Capitala Private Advisors, LLCCharlotte, NC · 12 clientsPrivate fund adviserHybrid
    U.S. Bank 100%
    $505M
  36. 7802
    Fyra Capital ManagementSt. Charles, MO · 858 clientsWealth managerWrap sponsorHybrid
    Schwab 68%Fidelity 32%
    $504M
  37. 7809
    SMH Capital Advisors LLCWeatherford, TX · 171 clientsAsset managerHybridSMH Capital Investments LLC
    State Street 100%
    $503M
  38. 7811
    Prosperity Financial Group, Inc.San Ramon, CA · 612 clientsWealth managerHybrid
    Schwab 100%
    $503M
  39. 7816
    Sharp FinancialHorsham, PA · 194 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $502M
  40. 7827
    Private Wealth Solutions, LLCCalabasas, CA · 275 clientsBroker-dealer firmHybrid
    Schwab 100%
    $500M

RIAs by state