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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. 7829
    Cypress Creek PartnersAustin, TX · 15 clientsPrivate fund adviserHybrid
    No custodian reported
    $500M
  2. 7839
    Kahn Brothers Advisors LLCNew York, NY · 347 clientsWealth managerHybridKahn Brothers LLC, clears through Pershing
    Pershing 61%Schwab 39%
    $499M
  3. 7850
    Legeis Capital Advisors, LLCGreat Neck, NY · 3 clientsPrivate fund adviserHybrid
    No custodian reported
    $497M
  4. 7875
    The Connor Group Fund Manager, LLCMiamisburg, OH · 10 clientsPrivate fund adviserHybrid
    No custodian reported
    $494M
  5. 7890
    Mastodon Advisory GroupAsset managerHybrid
    Fidelity 100%
    $492M
  6. 7893
    Hungerford Financial LLCGrand Rapids, MI · 349 clientsWealth managerHybridThomas Price
    Schwab 100%
    $492M
  7. 7907
    The Life Wealth GroupWinter Garden, FL · 544 clientsWealth managerHybrid
    Fidelity 99%
    $491M
  8. 7911
    Cook Pine Capital LLCGreenwich, CT · 5 clientsPrivate fund adviserHybridCook Pine Securities LLC
    US Bancorp 100%
    $490M
  9. 7916
    Montgomery Investment Management IncRockville, MD · 108 clientsWealth managerHybrid
    Schwab 71%Merrill / Bank of America 29%
    $490M
  10. 7927
    Gordian Wealth Advisors, LLCMill Valley, CA · 114 clientsWealth managerHybrid
    Schwab 100%
    $489M
  11. 7929
    Register Financial Advisors, LLCAtlanta, GA · 433 clientsWealth managerHybridRegister Financial Associates, Inc.
    Wells Fargo 92%
    $488M
  12. 7934
    HRC Wealth Management, LLCMoscow, ID · 878 clientsWealth managerHybrid
    Schwab 100%
    $487M
  13. 7937
    Brown, Lisle/cummings, IncProvidence, RI · 238 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $487M
  14. 7940
    Three Magnolias Financial AdvisorsWinston Salem, NC · 618 clientsWealth managerHybrid
    Schwab 100%
    $487M
  15. 7947
    The Pines Wealth Management, LLCSouthern Pines, NC · 262 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $486M
  16. 7962
    Graney& King, LLCLatham, NY · 791 clientsBroker-dealer firmHybrid
    LPL Financial 100%
    $484M
  17. 7968
    Exodus Wealth, LLCFort Lauderdale, FL · 2,249 clientsWealth managerHybridFortune Financial Services, Inc.
    Schwab 100%
    $484M
  18. 7972
    Usadvisors Wealth Management, LLCEden Prairie, MN · 1,901 clientsWealth managerHybrid
    Schwab 100%
    $483M
  19. 7977
    Valen Private Capital, LLC.Paoli, PA · 89 clientsWealth managerHybrid
    Goldman Sachs 100%
    $483M
  20. 7981
    Physicians Financial Services, Inc.Raleigh, NC · 216 clientsWealth managerHybridCapital Investment Brokerage, Inc., Capital Investment Group, Inc.
    Schwab 100%
    $482M
  21. 7986
    AMJ Financial Wealth Management LLCLeesburg, VA · 470 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $482M
  22. 7987
    Cross Financial AdvisorsPortland, OR · 1,873 clientsWealth managerHybrid
    LPL Financial 100%
    $482M
  23. 7988
    15 Wealth Advisors LLCMundelein, IL · 687 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $481M
  24. 7989
    IP Financial Advisory Services LLCCharlotte, NC · 2,001 clientsWealth managerHybrid
    No custodian reported
    $481M
  25. 8007
    Match Grade AdvisorsGreenville, SC · 372 clientsAsset managerHybrid
    Schwab 100%
    $479M
  26. 8009
    Priority Senior Secured Income Management, LLCWest Palm Beach, FL · 1 clientsAsset managerHybrid
    No custodian reported
    $479M
  27. 8017
    Barnes Wealth Management GroupBakersfield, CA · 897 clientsWealth managerHybrid
    Schwab 72%
    $477M
  28. 8023
    MBM Wealth Consultants, LLCChesterfield, MO · 642 clientsWealth managerHybrid
    LPL Financial 100%
    $477M
  29. 8038
    Hammond Iles Wealth AdvisorsWethersfield, CT · 982 clientsWealth managerHybrid
    Schwab 100%
    $475M
  30. 8047
    Cape Investment Advisory, Inc.McDonough, GA · 1,013 clientsWealth managerHybridAmerican Global Wealth Management, Inc., Cape Securities Inc.
    No custodian reported
    $474M
  31. 8049
    The Wellington GRP LLCIndianapolis, IN · 1,516 clientsWealth managerHybrid
    Schwab 100%
    $474M
  32. 8056
    Encompass Wealth Advisors, LLCPortland, OR · 1,343 clientsWealth managerHybrid
    Fidelity 100%
    $473M
  33. 8060
    Return ON Life Wealth PartnersCleveland, OH · 284 clientsWealth managerHybrid
    No custodian reported
    $473M
  34. 8070
    The Sterling GroupPasadena, CA · 281 clientsWealth managerWrap sponsorHybrid
    LPL Financial 82%
    $471M
  35. 8073
    Sand Creek Capital, LLCRexburg, ID · 988 clientsWealth managerHybrid
    LPL Financial 47%Fidelity 27%Schwab 26%
    $471M
  36. 8076
    Van Clemens Wealth Management, LLCMinneapolis, MN · 616 clientsWealth managerPublic-company ownedHybridVan Clemens & Co. Incorporated
    RBC 52%Schwab 48%
    $470M
  37. 8078
    Keel Wealth Management, LLC29 clientsAsset managerHybrid
    Schwab 100%
    $470M
  38. 8094
    Pembrook Capital Management LLCNew York, NY · 6 clientsPrivate fund adviserHybrid
    No custodian reported
    $469M
  39. 8100
    Fortitude Advisory Group L.L.C.Gig Harbor, WA · 622 clientsWealth managerHybrid
    Raymond James 64%
    $468M
  40. 8103
    Retirement Planning Solutions, LLCLouisville, KY · 1,212 clientsWealth managerHybrid
    Schwab 100%
    $467M

RIAs by state