Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
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
AtlasFinancial ADVSR
Open free

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. 2976
    Barwick & Partners, Inc.360 clientsAsset manager
    Schwab 82%
    $2.8B
  2. 2989
    A16z Perennial Management, L.P.Menlo Park, CA · 73 clientsWealth manager
    Fidelity 100%
    $2.8B
  3. 2998
    Bison Wealth, LLCAtlanta, GA · 9,003 clientsWealth managerHybrid
    Fidelity 65%Schwab 35%
    $2.7B
  4. 3001
    CFS Investment Advisory Services LLCTotowa, NJ · 1,238 clientsWealth manager
    Schwab 66%
    $2.7B
  5. 3029
    NPF Investment AdvisorsGrand Rapids, MI · 993 clientsWealth manager
    Fidelity 85%
    $2.7B
  6. 3051
    Multnomah Group, Inc.Portland, OR · 188 clientsAsset manager
    Schwab 45%Fidelity 26%
    $2.7B
  7. 3055
    Legacy Wealth Management, LLCMemphis, TN · 1,475 clientsWealth manager
    Schwab 60%Fidelity 40%
    $2.7B
  8. 3071
    Sunbelt SecuritiesHouston, TX · 6,241 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $2.6B
  9. 3077
    Phillips FinancialFort Wayne, IN · 991 clientsWealth manager
    Fidelity 100%
    $2.6B
  10. 3086
    Popular Securities, LLCHato Rey, PR · 2,403 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $2.6B
  11. 3088
    Ingham Retirement GroupMiami, FL · 1,056 clientsAsset managerAffiliated broker-dealerDaybright Securities, LLC
    Fidelity 68%Schwab 32%
    $2.6B
  12. 3090
    Argos Capital Partners, LLCSt. Louis, MO · 65 clientsWealth manager
    Fidelity 99%
    $2.6B
  13. 3108
    Deroy & Devereaux Private Investment Counsel, Inc.Bloomfield Hills, MI · 158 clientsWealth manager
    Fidelity 81%
    $2.6B
  14. 3111
    Icon Wealth PartnersHouston, TX · 629 clientsWealth managerHybrid
    Fidelity 100%
    $2.6B
  15. 3117
    Bridgewater Advisors Inc.New York, NY · 606 clientsWealth manager
    Schwab 88%
    $2.6B
  16. 3121
    Howard Capital Management Group, LLCLos Angeles, CA · 561 clientsWealth managerAffiliated broker-dealer
    Fidelity 79%
    $2.6B
  17. 3125
    Basso Capital Management, L.P.Stamford, CT · 115 clientsWealth manager
    Pershing 52%Schwab 34%
    $2.6B
  18. 3136
    Chickasaw Capital Management, LLCMemphis, TN · 386 clientsAsset managerHybridChickasaw Securities, LLC, clears through National Financial Services (Fidelity)
    Fidelity 31%Comerica Bank 29%BNY 25%
    $2.5B
  19. 3145
    Strategic Blueprint, LLCAtlanta, GA · 3,506 clientsWealth managerHybridThe Strategic Financial Alliance, Inc., Timbrel Capital, LLC
    Schwab 75%Fidelity 25%
    $2.5B
  20. 3149
    Revisor Wealth Management LLCAkron, OH · 3,132 clientsWealth managerHybrid
    Schwab 64%Fidelity 35%
    $2.5B
  21. 3151
    CKW Financial Group, LLCHonolulu, HI · 651 clientsAsset manager
    First Hawaiian Bank 53%Fidelity 47%
    $2.5B
  22. 3152
    The Fiduciary AllianceGreenville, SC · 8,964 clientsWealth managerHybrid
    Schwab 88%
    $2.5B
  23. 3156
    Stonebridge Capital Advisors LLCSt. Paul, MN · 1,674 clientsWealth manager
    Schwab 50%Pershing 35%
    $2.5B
  24. 3160
    Arcus Capital Partners, LLCAtlanta, GA · 467 clientsWealth manager
    Schwab 73%Fidelity 27%
    $2.5B
  25. 3162
    Xcelsior Advisor Partners LLCScottsdale, AZ · 1,501 clientsWealth managerHybrid
    Fidelity 92%
    $2.5B
  26. 3166
    Saratoga Research & Investment ManagementSaratoga, CA · 2,740 clientsWealth manager
    Schwab 64%Fidelity 24%
    $2.5B
  27. 3176
    North Star Investment Management CorporationChicago, IL · 2,643 clientsWealth managerHybrid
    Fidelity 54%Schwab 31%
    $2.5B
  28. 3180
    Perennial Financial ServicesLos Angeles, CA · 3,229 clientsWealth managerWrap sponsorHybrid
    LPL Financial 94%
    $2.5B
  29. 3188
    Cornerstone WealthHuntersville, NC · 2,506 clientsWealth managerHybrid
    Fidelity 73%Schwab 27%
    $2.5B
  30. 3189
    Concurrent Asset Management, LLCTampa, FL · 3 clientsAsset managerHybrid
    Fidelity 82%
    $2.5B
  31. 3192
    The Investment House LLCRedondo Beach, CA · 253 clientsWealth manager
    Schwab 94%
    $2.5B
  32. 3194
    Redwood Investment Management, LLC.Scottsdale, AZ · 152 clientsAsset managerHybrid
    Fidelity 99%
    $2.5B
  33. 3206
    Shufro, Rose & Co., LLCNew York, NY · 1,331 clientsWealth manager
    Fidelity 100%
    $2.5B
  34. 3216
    RZH Advisors LLCStamford, CT · 451 clientsWealth manager
    Fidelity 100%
    $2.4B
  35. 3219
    Jaffe Tilchin Investment Partners, LLCTampa, FL · 1,892 clientsWealth managerHybrid
    Fidelity 84%
    $2.4B
  36. 3220
    Retirement Resources Investment CorporationAndover, MA · 152 clientsAsset manager
    Fidelity 60%Ascensus Financial Services, LLC. 40%
    $2.4B
  37. 3221
    Michaud Capital Management LLCDenver, CO · 32 clientsAsset manager
    Fidelity 45%J.P. Morgan 32%Schwab 24%
    $2.4B
  38. 3228
    Gryphon Financial PartnersColumbus, OH · 661 clientsWealth managerPublic-company ownedHybrid
    Fidelity 86%
    $2.4B
  39. 3234
    Howe and Rusling, Inc.Rochester, NY · 1,397 clientsWealth manager
    Schwab 56%Fidelity 44%
    $2.4B
  40. 3244
    Requisite Capital Management LLCDallas, TX · 231 clientsWealth manager
    Fidelity 100%
    $2.4B

RIAs by state