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Est. 2026The front page of wealth managementNew York

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RB 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 Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities
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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

2,295 firms manage $19.1 trillionFidelity

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. 2753
    Santander SecuritiesBoston, MA · 11,124 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $3.1B
  2. 2767
    Earned Wealth Advisors, LLCWalnut Creek, CA · 1,875 clientsWealth manager
    Schwab 76%Fidelity 24%
    $3.1B
  3. 2774
    SVB WealthBoston, MA · 1,101 clientsWealth managerBank-affiliatedHybridFirst Citizens Capital Securities, LLC, First Citizens Investor Services, Inc.
    Fidelity 76%Schwab 24%
    $3.1B
  4. 2782
    Thompson Investment Management, Inc.Madison, WI · 485 clientsAsset manager
    Schwab 73%Fidelity 27%
    $3.1B
  5. 2797
    Certified Advisory CorpAltamonte Springs, FL · 2,556 clientsWealth managerHybrid
    Fidelity 84%
    $3.0B
  6. 2807
    Obermeyer Wealth PartnersAspen, CO · 1,157 clientsWealth manager
    Schwab 89%
    $3.0B
  7. 2809
    Gibson Capital, LLCWexford, PA · 247 clientsWealth manager
    Fidelity 100%
    $3.0B
  8. 2811
    Carrick Lane LLCNew York, NY · 656 clientsWealth manager
    Fidelity 70%Schwab 30%
    $3.0B
  9. 2817
    Globalt InvestmentsAtlanta, GA · 3,248 clientsWealth managerWrap sponsor
    Fidelity 100%
    $3.0B
  10. 2820
    Elm WealthPhiladelphia, PA · 655 clientsWealth manager
    Fidelity 54%Schwab 35%
    $3.0B
  11. 2827
    Boulay WealthEden Prairie, MN · 1,123 clientsWealth managerHybrid
    Schwab 84%
    $3.0B
  12. 2835
    Vicus Capital, Inc.State College, PA · 6,277 clientsWealth managerHybrid
    Fidelity 100%
    $3.0B
  13. 2842
    Intellectus Partners, LLCSan Francisco, CA · 206 clientsWealth manager
    Fidelity 100%
    $3.0B
  14. 2846
    MontagAtlanta, GA · 503 clientsWealth manager
    Schwab 63%Fidelity 37%
    $3.0B
  15. 2848
    Impact Partnership Wealth, LLCMarietta, GA · 8,017 clientsWealth managerWrap sponsorHybridAE Financial Services, LLC, clears through National Financial Services (Fidelity)
    Schwab 56%Fidelity 44%
    $3.0B
  16. 2851
    Cardiff Park Advisors363 clientsWealth manager
    Schwab 79%
    $3.0B
  17. 2853
    Resonant Capital Advisors, LLCMadison, WI · 619 clientsWealth manager
    Schwab 65%Fidelity 35%
    $3.0B
  18. 2854
    Parcion Private Wealth LLCBellevue, WA · 165 clientsWealth manager
    Fidelity 100%
    $3.0B
  19. 2859
    Point Olema Capital Partners, L.P.San Francisco, CA · 27 clientsWealth manager
    Fidelity 70%Schwab 30%
    $2.9B
  20. 2860
    Birch Hill Investment Advisors LLCBoston, MA · 195 clientsWealth manager
    Schwab 85%
    $2.9B
  21. 2861
    A.g.p / Alliance Global PartnersWestport, CT · 7,490 clientsBroker-dealer firmHybrid
    Fidelity 90%
    $2.9B
  22. 2862
    Creative Financial Designs, Inc.Kokomo, IN · 10,566 clientsWealth managerHybridCFD Investments, Inc.
    Fidelity 65%Schwab 35%
    $2.9B
  23. 2866
    Asset Dedication, LLCSan Francisco, CA · 1,998 clientsWealth manager
    Schwab 75%Fidelity 25%
    $2.9B
  24. 2874
    Bedel Financial Consulting IncIndianapolis, IN · 1,162 clientsWealth manager
    Schwab 81%
    $2.9B
  25. 2875
    Transcend Capital Advisors, LLCMadison, NJ · 1,094 clientsWealth managerWrap sponsorHybrid
    Schwab 75%Fidelity 25%
    $2.9B
  26. 2883
    Farther Asset Management, LLCSan Francisco, CA · 9,645 clientsWealth managerWrap sponsorAffiliated broker-dealerFarther Securities, LLC
    Schwab 51%Fidelity 49%
    $2.9B
  27. 2887
    Fort Point Capital Partners LLCSan Francisco, CA · 441 clientsWealth managerHybrid
    Schwab 60%Fidelity 40%
    $2.9B
  28. 2890
    Smith Salley Wealth ManagementGreensboro, NC · 1,129 clientsWealth manager
    Schwab 51%Fidelity 49%
    $2.9B
  29. 2891
    Hardy Reed, LLCTupelo, MS · 395 clientsWealth manager
    Fidelity 86%
    $2.9B
  30. 2892
    CPS Investment AdvisorsLakeland, FL · 3,377 clientsWealth manager
    Fidelity 100%
    $2.9B
  31. 2893
    Deschutes Investment Consulting, LLCPortland, OR · 493 clientsAsset manager
    Fidelity 56%Schwab 44%
    $2.9B
  32. 2896
    RMR Wealth Builders, Inc.Montclair, NJ · 2,099 clientsWealth manager
    Fidelity 87%
    $2.9B
  33. 2905
    Rockwood Wealth Management, LLCNew Hope, PA · 971 clientsWealth manager
    Fidelity 77%Schwab 23%
    $2.9B
  34. 2911
    Meeder Advisory Services, Inc.Dublin, OH · 3,636 clientsWealth managerWrap sponsorHybridMeeder Distribution Services, Inc.
    Pershing 45%Schwab 43%
    $2.9B
  35. 2915
    Kellogg Asset Management, LLCGreen Bay, WI · 1 clientsAsset managerHybridAssociated Investment Services, Inc.
    Associated Trust Company 68%
    $2.9B
  36. 2919
    Cooper McManusIrvine, CA · 3,482 clientsWealth managerHybrid
    Schwab 83%
    $2.9B
  37. 2962
    Titleist Asset Management, LLCSan Antonio, TX · 2,151 clientsWealth managerHybridTitleist Capital, LLC
    Schwab 39%Raymond James 31%Fidelity 30%
    $2.8B
  38. 2969
    Johnson BrunettiWethersfield, CT · 6,044 clientsWealth managerAffiliated broker-dealerAlera Securities LLC
    Fidelity 100%
    $2.8B
  39. 2972
    ESI Financial AdvisorsMontpelier, VT · 12,379 clientsBroker-dealer firmHybrid
    Fidelity 90%
    $2.8B
  40. 2975
    MarinerOverland Park,, KS · 3,537 clientsWealth managerAffiliated broker-dealerMsec, LLC, W G Securities, LLC, clears through National Financial Services (Fidelity)
    Fidelity 100%
    $2.8B

RIAs by state