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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. 3789
    UX Wealth Partners LLCCentennial, CO · 56 clientsAsset manager
    Schwab 99%
    $1.9B
  2. 3796
    Windward Capital Management CoLos Angeles, CA · 169 clientsWealth managerHybridS.L. Reed & Company, clears through National Financial Services (Fidelity)
    Fidelity 70%Schwab 30%
    $1.9B
  3. 3807
    Colonial Trust Advisors, Inc.Spartanburg, SC · 958 clientsWealth manager
    Fidelity 100%
    $1.9B
  4. 3808
    Willis Johnson WealthHouston, TX · 578 clientsWealth manager
    Fidelity 100%
    $1.9B
  5. 3816
    RIA AdvisorsHouston, TX · 1,367 clientsWealth manager
    Fidelity 100%
    $1.8B
  6. 3819
    Palisades Hudson Asset Management, L.P.Fort Lauderdale, FL · 151 clientsWealth manager
    Schwab 46%Goldman Sachs 30%Fidelity 24%
    $1.8B
  7. 3828
    A&m Private Wealth Partners, LLCWest Palm Beach, FL · 43 clientsWealth managerAffiliated broker-dealer
    Fidelity 100%
    $1.8B
  8. 3835
    Berman McAleerTimonium, MD · 649 clientsWealth manager
    Fidelity 100%
    $1.8B
  9. 3846
    Financial SynergiesHouston, TX · 928 clientsWealth manager
    Schwab 85%
    $1.8B
  10. 3853
    Select Money Management, Inc.Los Angeles, CA · 1,031 clientsWealth managerWrap sponsorHybridSignature Estate Securities, LLC
    Assetmark Trust 88%
    $1.8B
  11. 3856
    Young Richard C & Co LTDNewport, RI · 813 clientsWealth manager
    Fidelity 100%
    $1.8B
  12. 3860
    Altfest Personal Wealth ManagementNew York, NY · 695 clientsWealth manager
    Schwab 85%
    $1.8B
  13. 3861
    U.S. Bancorp Advisors, LLCSaint Paul, MN · 3,343 clientsBroker-dealer firmHybridBtig, LLC, U.S. Bancorp Investments, Inc.
    Fidelity 100%
    $1.8B
  14. 3863
    Safford Nicholas H & Co IncRockport, MA · 155 clientsWealth manager
    Northern Trust 36%Fidelity 33%Fiduciary Trust 31%
    $1.8B
  15. 3893
    Cahill Financial Advisors, Inc.Edina, MN · 1,115 clientsWealth manager
    Fidelity 51%Schwab 49%
    $1.8B
  16. 3900
    Slatestone Wealth LLCJupiter, FL · 563 clientsWealth manager
    Schwab 87%
    $1.8B
  17. 3906
    Ironwood Investment Counsel, LLCScottsdale, AZ · 554 clientsWealth manager
    Schwab 76%Fidelity 24%
    $1.8B
  18. 3922
    Sapient Private Wealth Management, LLCEugene, OR · 661 clientsWealth managerAffiliated broker-dealer
    Fidelity 100%
    $1.7B
  19. 3925
    Amplius Wealth AdvisorsBlue Bell, PA · 781 clientsWealth manager
    Fidelity 100%
    $1.7B
  20. 3933
    Meridian Wealth Advisors, LLCAustin, TX · 336 clientsWealth manager
    Fidelity 61%Raymond James 39%
    $1.7B
  21. 3934
    WBH Advisory, Inc.Baltimore, MD · 746 clientsWealth manager
    Schwab 71%Fidelity 29%
    $1.7B
  22. 3946
    Liberty Wealth Management, LLCOakland, CA · 1,554 clientsWealth managerHybrid
    Fidelity 99%
    $1.7B
  23. 3958
    Delegate Advisors, LLCChapel Hill, NC · 51 clientsWealth managerHybrid
    Fidelity 100%
    $1.7B
  24. 3960
    Argent Advisors, Inc.Ruston, LA · 1,499 clientsWealth managerBank-affiliatedHybrid
    Argent Trust 53%Fidelity 47%
    $1.7B
  25. 3965
    Accurate Wealth Management, LLCWesley Chapel, FL · 2,612 clientsWealth managerWrap sponsorHybridAAG Capital, Inc.
    Schwab 85%
    $1.7B
  26. 3970
    Corient SHC Partners (US) LPPhiladelphia, PA · 39 clientsWealth managerAffiliated broker-dealer
    Fidelity 100%
    $1.7B
  27. 3989
    Signal Advisors Wealth, LLCDetroit, MI · 4,816 clientsWealth managerHybrid
    Schwab 58%Fidelity 42%
    $1.7B
  28. 3994
    LEE Financial Company, LLCDallas, TX · 443 clientsWealth manager
    Schwab 54%Fidelity 46%
    $1.7B
  29. 4001
    Weatherly Asset ManagementDel Mar, CA · 381 clientsWealth manager
    Fidelity 100%
    $1.7B
  30. 4002
    Patton Albertson Miller Group, LLCChattanooga, TN · 627 clientsWealth managerAffiliated broker-dealer
    Fidelity 50%Schwab 50%
    $1.7B
  31. 4004
    Advyzon Investment Management, LLCLisle, IL · 61 clientsAsset manager
    Schwab 68%
    $1.7B
  32. 4008
    Tailwind AdvisorsFort Worth, TX · 21 clientsWealth manager
    Fidelity 58%J.P. Morgan 42%
    $1.7B
  33. 4011
    KMG Fiduciary Partners, LLCToledo, OH · 1,310 clientsWealth manager
    Fidelity 100%
    $1.7B
  34. 4028
    Philosophy Capital Management LLCAlamo, CA · 5 clientsPrivate fund adviser
    Goldman Sachs 82%
    $1.7B
  35. 4029
    Northern Trust Securities, IncChicago, IL · 2,053 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $1.7B
  36. 4032
    Levin Capital Strategies, L.P.New York, NY · 251 clientsWealth manager
    Fidelity 100%
    $1.7B
  37. 4043
    The Hoerner Planning Group, LLCMiddleburg, VA · 432 clientsWealth manager
    Fidelity 100%
    $1.7B
  38. 4049
    Personal CFO Solutions LLCChester, NJ · 653 clientsWealth managerHybrid
    Fidelity 100%
    $1.6B
  39. 4050
    Pathway Financial Advisors, LLCSouth Burlington, VT · 253 clientsWealth manager
    Schwab 60%Fidelity 28%
    $1.6B
  40. 4055
    Strategic Wealth Partners, LTD.Independence, OH · 3,674 clientsWealth managerHybrid
    Schwab 85%
    $1.6B

RIAs by state