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. 3247
    Traynor Capital ManagementMalvern, PA · 1,590 clientsWealth manager
    Fidelity 100%
    $2.4B
  2. 3255
    Sentry Advisors, LLCSan Francisco, CA · 183 clientsWealth manager
    Schwab 91%
    $2.4B
  3. 3265
    Stonebridge Financial Group, LLCSt. Louis, MO · 805 clientsAsset manager
    Empower Financial Services 73%Fidelity 27%
    $2.4B
  4. 3282
    Parsons Capital Management IncProvidence, RI · 746 clientsWealth manager
    Schwab 71%Fidelity 29%
    $2.4B
  5. 3291
    Check Capital Management IncCosta Mesa, CA · 1,223 clientsWealth manager
    Fidelity 69%Schwab 31%
    $2.4B
  6. 3305
    IFC Advisors LLCLos Angeles, CA · 393 clientsWealth managerWrap sponsor
    Wells Fargo 95%
    $2.3B
  7. 3306
    Corient SHC Wealth Management (US) LPPhiladelphia, PA · 74 clientsWealth managerAffiliated broker-dealer
    Fidelity 100%
    $2.3B
  8. 3311
    Withum Wealth ManagementRed Bank, NJ · 798 clientsWealth manager
    Schwab 74%Fidelity 26%
    $2.3B
  9. 3321
    Sentry, LLCMemphis, TN · 74 clientsAsset manager
    Regions Bank, Trust Department 59%Fidelity 41%
    $2.3B
  10. 3324
    Magnus Financial Group LLCNew York, NY · 1,158 clientsWealth manager
    Schwab 67%Fidelity 33%
    $2.3B
  11. 3328
    Woodley FarraIndianapolis, IN · 1,652 clientsWealth manager
    Schwab 83%
    $2.3B
  12. 3338
    Summit Financial Strategies IncColumbus, OH · 1,026 clientsWealth manager
    Schwab 83%
    $2.3B
  13. 3347
    TLG Advisors, Inc.Summit, NJ · 5,161 clientsWealth managerHybridThe Leaders Group, Inc.
    SEI 49%
    $2.3B
  14. 3350
    Verus Capital Partners, LLCScottsdale, AZ · 5,642 clientsWealth managerHybrid
    Schwab 78%
    $2.3B
  15. 3355
    Fidelis CapitalTampa, FL · 232 clientsWealth manager
    Fidelity 100%
    $2.3B
  16. 3356
    Beacon Coast Partners, LLCSan Francisco, CA · 33 clientsWealth managerWrap sponsor
    Fidelity 100%
    $2.3B
  17. 3364
    Moneco AdvisorsFairfield, CT · 2,812 clientsWealth managerHybrid
    LPL Financial 76%
    $2.3B
  18. 3365
    Sound View Wealth Advisors Group, LLCSavannah, GA · 950 clientsWealth managerHybrid
    Schwab 87%
    $2.3B
  19. 3372
    Vestor Capital, LLCChicago, IL · 1,288 clientsWealth managerAffiliated broker-dealer
    Schwab 77%Fidelity 23%
    $2.3B
  20. 3374
    Beaird HarrisDallas, TX · 800 clientsWealth manager
    Schwab 63%Fidelity 37%
    $2.3B
  21. 3383
    Emerald Investment Advisers, LLCLeola, PA · 185 clientsAsset manager
    Fidelity 69%FIS Brokerage & Securities Services 31%
    $2.3B
  22. 3386
    Beirne.Darien, CT · 473 clientsAsset manager
    Fidelity 100%
    $2.3B
  23. 3389
    Rather & Kittrell, Inc.Knoxville, TN · 1,110 clientsWealth manager
    Fidelity 100%
    $2.3B
  24. 3397
    Twelve Points Wealth ManagementConcord, MA · 821 clientsAsset managerAffiliated broker-dealerTwelve Points Capital LLC
    Schwab 70%Fidelity 30%
    $2.2B
  25. 3400
    BSW Wealth PartnersBoulder, CO · 501 clientsWealth manager
    Schwab 81%
    $2.2B
  26. 3405
    Absolute Investment Advisers, LLCRosemary Beach, FL · 7 clientsAsset managerHybrid
    Fidelity 100%
    $2.2B
  27. 3416
    Lbmc Investment Advisors, LLCBrentwood, TN · 513 clientsWealth manager
    Schwab 73%Fidelity 27%
    $2.2B
  28. 3418
    Human InvestingLake Oswego, OR · 1,348 clientsAsset manager
    Fidelity 43%Schwab 40%
    $2.2B
  29. 3420
    Foster Dykema Cabot & Partners, LLCWaltham, MA · 851 clientsWealth managerAffiliated broker-dealer
    Fidelity 82%
    $2.2B
  30. 3427
    TPG Financial Advisors, LLCPortland, OR · 637 clientsAsset manager
    Assetmark Brokerage 32%Schwab 24%Fidelity 22%
    $2.2B
  31. 3434
    Advisors Asset Management, Inc.Monument, CO · 1,505 clientsBroker-dealer firmHybridBentallgreenoak Real Estate US LLC, MFS Fund Distributors, Inc.
    Fidelity 61%Schwab 25%
    $2.2B
  32. 3457
    Euro Pacific Asset Management, LLCDorado, PR · 3,661 clientsAsset managerHybrid
    UMB Financial Services 65%Fidelity 23%
    $2.2B
  33. 3467
    Sigma Investment CounselorsNorthville, MI · 775 clientsWealth manager
    Schwab 54%Fidelity 46%
    $2.2B
  34. 3481
    Evolve Private Wealth, LLCLos Angeles, CA · 679 clientsWealth manager
    Fidelity 100%
    $2.1B
  35. 3486
    Financial Management Network IncMission Viejo, CA · 1,528 clientsWealth managerHybridFMN Capital Corporation, clears through National Financial Services (Fidelity)
    Fidelity 100%
    $2.1B
  36. 3489
    Van Hulzen Financial AdvisorsEl Dorado Hills, CA · 1,499 clientsWealth managerAffiliated broker-dealerWedbush Securities Inc.
    Schwab 68%
    $2.1B
  37. 3491
    Fairholme Capital Management, L.L.C.South Miami, FL · 81 clientsAsset manager
    Fidelity 86%
    $2.1B
  38. 3501
    Lawley Retirement AdvisorsBuffalo, NY · 161 clientsAsset managerHybrid
    Principal Financial Group 43%Fidelity 34%Empower 23%
    $2.1B
  39. 3503
    Roundview Capital, LLCPrinceton, NJ · 565 clientsWealth manager
    Schwab 83%
    $2.1B
  40. 3523
    The Wealth Alliance, LLCMelville, NY · 1,232 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $2.1B

RIAs by state