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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. 4330
    Aerodigm Wealth LLCLake Oswego, OR · 256 clientsWealth manager
    Fidelity 57%Schwab 43%
    $1.5B
  2. 4331
    Activest Wealth Management, LLCAventura, FL · 530 clientsWealth manager
    Fidelity 53%Morgan Stanley 32%
    $1.5B
  3. 4338
    Columbia Pacific Advisors, LLCSeattle, WA · 24 clientsPrivate fund adviser
    Fidelity 100%
    $1.5B
  4. 4343
    Shade Tree Advisors LLCSaratoga Springs, NY · 34 clientsWealth manager
    Schwab 66%Fidelity 34%
    $1.5B
  5. 4346
    Icapital, LLCBoston, MA · 220 clientsAsset manager
    Fidelity 62%Schwab 28%
    $1.5B
  6. 4350
    Courage Capital Management, LLCNashville, TN · 10 clientsPrivate fund adviser
    Fidelity 100%
    $1.4B
  7. 4354
    Apollon Financial, LLCMount Pleasant, SC · 1,258 clientsWealth managerHybrid
    LPL Financial 76%
    $1.4B
  8. 4361
    Private Capital ManagementNaples, FL · 461 clientsWealth managerHybridCarnes Capital Corporation
    Fidelity 85%
    $1.4B
  9. 4365
    D'orazio Wealth AdvisorsVienna, VA · 291 clientsWealth manager
    Schwab 69%Fidelity 31%
    $1.4B
  10. 4367
    Fusion Family Wealth, LLCWoodbury, NY · 368 clientsWealth manager
    Fidelity 90%
    $1.4B
  11. 4369
    MV Capital Management, Inc.Bethesda, MD · 516 clientsWealth manager
    Fidelity 88%
    $1.4B
  12. 4375
    Parkside Investments, LLCDeerfield, IL · 227 clientsWealth manager
    Fidelity 100%
    $1.4B
  13. 4380
    Bay Colony AdvisorsConcord, MA · 2,668 clientsWealth manager
    Fidelity 100%
    $1.4B
  14. 4383
    JGP Wealth Management, LLCBend, OR · 803 clientsWealth manager
    Fidelity 100%
    $1.4B
  15. 4385
    Oak City Investment ConsultingWake Forest, NC · 46 clientsAsset manager
    U.S. Bancorp 33%Regions Bank 24%
    $1.4B
  16. 4386
    Sanderson Wealth Management, LLCBuffalo, NY · 325 clientsWealth manager
    Fidelity 100%
    $1.4B
  17. 4392
    True Private Wealth Advisors, LLCSalem, OR · 1,592 clientsWealth manager
    Fidelity 100%
    $1.4B
  18. 4432
    Claro Advisors Inc.Boston, MA · 1,123 clientsWealth manager
    Fidelity 80%
    $1.4B
  19. 4433
    Seven Springs Wealth GroupBrentwood, TN · 400 clientsWealth manager
    Fidelity 83%
    $1.4B
  20. 4439
    Greenline PartnersNew York, NY · 59 clientsWealth manager
    J.P. Morgan 48%Schwab 41%
    $1.4B
  21. 4441
    MSA FinancialBraintree, MA · 1,338 clientsWealth manager
    Fidelity 100%
    $1.4B
  22. 4451
    Werba Rubin Papier Wealth Management, LLCSan Jose, CA · 677 clientsWealth manager
    Schwab 87%
    $1.4B
  23. 4456
    Double Eagle Family Offices, LLCFort Worth, TX · 21 clientsAsset manager
    Fidelity 100%
    $1.4B
  24. 4466
    Ironview Capital Management, LLCConshohocken, PA · 445 clientsWealth manager
    Schwab 77%Fidelity 23%
    $1.4B
  25. 4470
    Elyxium Wealth LLCBeverly Hills, CA · 56 clientsWealth manager
    Northern Trust 40%Fidelity 39%
    $1.4B
  26. 4472
    Security Capital ManagementWheeling, WV · 2,399 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $1.4B
  27. 4475
    Journey Wealth ManagementCleveland, OH · 879 clientsWealth manager
    Fidelity 51%Schwab 49%
    $1.4B
  28. 4477
    Millennium Investment and Retirement Advisors, LLC523 clientsAsset manager
    John Hancock Trust Company 37%John Hancock Life Insurance 33%Fidelity 30%
    $1.4B
  29. 4481
    B.O.S.S. Retirement Advisors, LLCLehi, UT · 5,013 clientsWealth manager
    Schwab 89%
    $1.4B
  30. 4483
    Level Four Capital ManagementDallas, TX · 3,533 clientsWealth managerWrap sponsorHybridCRI M&a Advisors, LLC, Level Four Financial, LLC
    Raymond James 76%
    $1.4B
  31. 4484
    Cascade Financial Partners, LLCSan Diego, CA · 283 clientsWealth manager
    Schwab 72%Fidelity 28%
    $1.4B
  32. 4498
    LJI Wealth Management, LLCIndianapolis, IN · 1,573 clientsWealth manager
    Fidelity 84%
    $1.4B
  33. 4516
    Aegis Financial CorporationMcLean, VA · 29 clientsAsset manager
    Pershing 79%
    $1.4B
  34. 4518
    Oakridge Management Group LLCStamford, CT · 48 clientsWealth manager
    Fidelity 100%
    $1.4B
  35. 4521
    Roosevelt Capital Management LLCDallas, TX · 69 clientsAsset manager
    BNY 76%
    $1.4B
  36. 4528
    Kera Capital PartnersSan Jose, CA · 329 clientsWealth manager
    Schwab 50%Fidelity 50%
    $1.4B
  37. 4532
    Westminster Financial Advisory CorpBeavercreek, OH · 2,029 clientsBroker-dealer firmHybridWestminster Financial Securities, Inc., clears through National Financial Services (Fidelity)
    Fidelity 100%
    $1.4B
  38. 4534
    180 Wealth Advisors, LLCFederal Way, WA · 1,350 clientsWealth managerWrap sponsor
    Fidelity 100%
    $1.4B
  39. 4541
    Sgroi Wealth Advisory Group LLCWest Seneca, NY · 7,676 clientsWealth managerHybrid
    IPX 100%
    $1.4B
  40. 4542
    Midwest Capital Advisors, LLCGrand Rapids, MI · 337 clientsAsset manager
    Empower Financial Services 34%Schwab 31%
    $1.4B

RIAs by state