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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. 3528
    Quadrant Private Wealth Management, LLCCenter Valley, PA · 883 clientsBroker-dealer firmHybrid
    Fidelity 78%Schwab 22%
    $2.1B
  2. 3533
    Adell Harriman & CarpenterHouston, TX · 819 clientsWealth manager
    Fidelity 100%
    $2.1B
  3. 3543
    Indivisible PartnersClearwater, FL · 676 clientsWealth manager
    Fidelity 90%
    $2.1B
  4. 3551
    Tortoise Investment Management, LLCWhite Plains, NY · 504 clientsWealth manager
    Fidelity 100%
    $2.1B
  5. 3564
    Beese Fulmer Private Wealth ManagementCanton, OH · 843 clientsWealth manager
    Schwab 88%
    $2.1B
  6. 3567
    Quent Capital, LLCNew York, NY · 384 clientsWealth manager
    Pershing 54%Fidelity 40%
    $2.1B
  7. 3575
    Carson Group InvestingOmaha, NEAsset managerHybridCarson Group Brokerage, LLC, Northwest Capital Management Inc
    Schwab 69%Fidelity 31%
    $2.0B
  8. 3576
    Inscription Capital, LLCHouston, TX · 456 clientsWealth managerHybrid
    Fidelity 65%
    $2.0B
  9. 3583
    Minot Deblois Advisors LLCBoston, MA · 203 clientsWealth manager
    Fifth Third Bank 93%
    $2.0B
  10. 3585
    Mosaic WealthSt. Louis, MO · 807 clientsWealth managerHybrid
    Fidelity 88%
    $2.0B
  11. 3591
    Atwood & Palmer, Inc.Kansas City, MO · 525 clientsWealth manager
    Fidelity 100%
    $2.0B
  12. 3603
    Punch & Associates Investment Management, Inc.Edina, MN · 562 clientsWealth manager
    Fidelity 100%
    $2.0B
  13. 3609
    Portolan Capital Management, LLCBoston, MA · 19 clientsAsset manager
    BNY 88%
    $2.0B
  14. 3613
    Boston Family Office LLCBoston, MA · 342 clientsWealth manager
    BNY 80%
    $2.0B
  15. 3616
    Marks Group Wealth Management, Inc.Minnetonka, MN · 809 clientsWealth managerWrap sponsor
    Fidelity 89%
    $2.0B
  16. 3624
    Jackson Thornton Wealth Management, LLCMontgomery, AL · 988 clientsWealth manager
    Schwab 87%
    $2.0B
  17. 3626
    Physician Wealth Advisors, Inc.Salt Lake City, UT · 1,124 clientsWealth manager
    Fidelity 97%
    $2.0B
  18. 3637
    Naples Global AdvisorsNaples, FL · 306 clientsWealth manager
    Schwab 79%
    $2.0B
  19. 3645
    Feldman, Ingardona & CoDowners Grove, IL · 184 clientsWealth manager
    Fidelity 100%
    $2.0B
  20. 3647
    Wellesley Asset Management, Inc.Portsmouth, NH · 1,296 clientsAsset managerHybrid
    Schwab 35%UBS 33%Fidelity 23%
    $2.0B
  21. 3651
    Midwestern Securities Trading Co.,llcEast Peoria, IL · 11,847 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $2.0B
  22. 3652
    Trumbower Financial Advisors LLCBethesda, MD · 246 clientsWealth manager
    Fidelity 100%
    $2.0B
  23. 3659
    LEE Danner & Bass IncNashville, TN · 1,020 clientsWealth manager
    Schwab 63%Fidelity 37%
    $2.0B
  24. 3662
    JSF Financial, LLCLos Angeles, CA · 821 clientsWealth managerHybrid
    Fidelity 100%
    $2.0B
  25. 3666
    Maridea Wealth ManagementBrooklyn, NY · 2,100 clientsWealth managerHybrid
    Schwab 61%Fidelity 39%
    $2.0B
  26. 3668
    The Fiduciary GroupSavannah, GA · 702 clientsWealth managerAffiliated broker-dealer
    Schwab 84%
    $2.0B
  27. 3677
    CS Planning CorpPortland, OR · 4,200 clientsWealth managerHybrid
    Fidelity 82%
    $2.0B
  28. 3682
    Falcon Wealth Planning, LLCOntario, CA · 1,611 clientsWealth manager
    Fidelity 59%Schwab 41%
    $2.0B
  29. 3685
    3edge Asset Management, LPNaples, FL · 1,528 clientsWealth managerHybrid
    Fidelity 82%
    $2.0B
  30. 3688
    Abound Wealth Management, LLCFranklin, TN · 936 clientsWealth manager
    Fidelity 90%
    $1.9B
  31. 3706
    RVW Wealth LLCLos Angeles, CA · 1,378 clientsWealth managerHybrid
    Schwab 95%
    $1.9B
  32. 3710
    Cfo4lifeCoppell, TX · 1,015 clientsWealth managerHybrid
    Schwab 77%Fidelity 23%
    $1.9B
  33. 3715
    Rebalance LLCPalo Alto, CA · 656 clientsWealth manager
    Schwab 59%Fidelity 41%
    $1.9B
  34. 3716
    Fourthought Financial Partners, LLC.Venice, FL · 1,002 clientsWealth managerAffiliated broker-dealer
    Fidelity 100%
    $1.9B
  35. 3721
    Conservest Capital Advisors IncWynnewood, PA · 303 clientsWealth manager
    Schwab 81%
    $1.9B
  36. 3729
    SHP Wealth Management, LLCPlymouth, MA · 2,364 clientsWealth managerAffiliated broker-dealerKestra Investment Services, LLC
    Fidelity 100%
    $1.9B
  37. 3756
    SP Asset Management LLCCupertino, CA · 211 clientsWealth manager
    Fidelity 85%
    $1.9B
  38. 3758
    Whittier Advisors, LLCNewport Beach, CA · 30 clientsAsset managerHybrid
    Fidelity 50%Schwab 50%
    $1.9B
  39. 3777
    Axia AdvisoryIndianapolis, IN · 123 clientsAsset manager
    Fidelity 43%Schwab 30%Broadridge Trust 27%
    $1.9B
  40. 3786
    Austin AssetAustin, TX · 458 clientsWealth manager
    Schwab 83%
    $1.9B

RIAs by state