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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. 4544
    Galvin, Gaustad & Stein, LLCScottsdale, AZ · 856 clientsWealth managerWrap sponsor
    Fidelity 100%
    $1.4B
  2. 4546
    Total Investment Management, Inc.Scottsdale, AZ · 1,186 clientsWealth managerAffiliated broker-dealerVision 4 Fund Distributors LLC
    Schwab 70%
    $1.4B
  3. 4548
    Barlow Wealth Partners, LLCLouisville, KY · 428 clientsWealth managerWrap sponsor
    Fidelity 100%
    $1.4B
  4. 4555
    Fifth Avenue Family OfficeNaples, FL · 9 clientsWealth manager
    J.P. Morgan 61%Schwab 31%
    $1.4B
  5. 4558
    Gibraltar Capital Management, Inc.Tulsa, OK · 529 clientsWealth managerBank-affiliated
    Fidelity 73%Schwab 27%
    $1.3B
  6. 4566
    Hill Investment GroupSt. Louis, MO · 382 clientsWealth managerHybrid
    Schwab 98%
    $1.3B
  7. 4567
    The Milwaukee CompanyThiensville, WI · 56 clientsAsset manager
    Fidelity 100%
    $1.3B
  8. 4577
    Payne Capital Management, LLCNew York, NY · 1,011 clientsWealth manager
    Fidelity 100%
    $1.3B
  9. 4596
    Fiduciary Financial AdvisorsGrand Rapids, MI · 2,183 clientsWealth manager
    Schwab 69%Fidelity 31%
    $1.3B
  10. 4604
    The Coury FirmPittsburgh, PA · 252 clientsWealth manager
    Schwab 87%
    $1.3B
  11. 4610
    Rhame & Gorrell Wealth ManagementThe Woodlands, TX · 837 clientsWealth manager
    Schwab 84%
    $1.3B
  12. 4615
    Marble Harbor Investment Counsel, LLCBoston, MA · 213 clientsWealth manager
    Schwab 55%Fidelity 25%
    $1.3B
  13. 4616
    River Partners Capital Management, LPNew York, NY · 227 clientsWealth manager
    Fidelity 100%
    $1.3B
  14. 4618
    Canopy Capital GroupWoburn, MA · 9 clientsAsset manager
    Schwab 58%Fidelity 42%
    $1.3B
  15. 4636
    Beacon Financial GroupDallas, TX · 1,052 clientsWealth managerHybridGrove Point Advisors, LLC, Grove Point Investments, LLC
    Schwab 89%
    $1.3B
  16. 4638
    Madison PartnersMadison, WI · 2,077 clientsWealth manager
    Fidelity 89%
    $1.3B
  17. 4656
    Biondo Investment Advisors LLCMilford, PA · 1,138 clientsWealth managerWrap sponsor
    Fidelity 100%
    $1.3B
  18. 4657
    Woodstock CorporationBoston, MA · 238 clientsWealth manager
    Fidelity 100%
    $1.3B
  19. 4663
    Arbor Investment AdvisorsWinston Salem, NC · 478 clientsWealth manager
    Fidelity 100%
    $1.3B
  20. 4664
    Silicon Valley Capital Partners, L.P.San Jose, CA · 518 clientsWealth manager
    Fidelity 100%
    $1.3B
  21. 4691
    Capital Advantage, Inc.Walnut Creek, CA · 667 clientsWealth manager
    Schwab 86%
    $1.3B
  22. 4692
    North Pier Fiduciary Management, LLCMarina Del Rey, CA · 39 clientsAsset manager
    Fidelity 48%Principal Custody Solutions 30%
    $1.3B
  23. 4693
    Pettinga Financial Advisors, LLCEvansville, IN · 712 clientsWealth managerAffiliated broker-dealer
    Schwab 87%
    $1.3B
  24. 4698
    KEB Wealth AdvisorsSpringfield, IL · 696 clientsWealth manager
    Schwab 70%Fidelity 30%
    $1.3B
  25. 4700
    Armstrong, Fleming & Moore, Inc.Washington, DC · 551 clientsWealth managerHybrid
    Fidelity 100%
    $1.3B
  26. 4702
    L2 Asset Management, LLC86 clientsAsset manager
    Schwab 90%
    $1.3B
  27. 4703
    Financial Council, LLCTowson, MD · 649 clientsWealth managerHybrid
    Fidelity 100%
    $1.3B
  28. 4704
    Arca Wealth, LLCPortsmouth, NH · 1,121 clientsWealth manager
    Schwab 55%Fidelity 45%
    $1.3B
  29. 4705
    Beacon Capital Management, LLCFranklin, TN · 2,098 clientsWealth managerWrap sponsor
    Fidelity 100%
    $1.3B
  30. 4729
    Montis Financial, LLCWaltham, MA · 580 clientsWealth manager
    Schwab 59%Fidelity 41%
    $1.3B
  31. 4737
    Ullmann Wealth PartnersJacksonville Beach, FL · 531 clientsWealth managerAffiliated broker-dealer
    Fidelity 100%
    $1.3B
  32. 4742
    One Wealth Advisors, LLCSan Francisco, CA · 434 clientsWealth manager
    Fidelity 100%
    $1.3B
  33. 4754
    TD Capital Management LLCMemphis, TN · 451 clientsWealth manager
    Fidelity 100%
    $1.2B
  34. 4755
    Gilman Hill Asset Management, LLCNew Canaan, CT · 299 clientsWealth manager
    Fidelity 46%State Street 28%Schwab 25%
    $1.2B
  35. 4764
    Lear Investment ManagementDallas, TX · 294 clientsAsset manager
    Schwab 71%Fidelity 29%
    $1.2B
  36. 4766
    Sivia Capital Partners, LLCMill Valley, CA · 55 clientsWealth manager
    Fidelity 81%
    $1.2B
  37. 4775
    Wealth Dimensions Group, LTD.Cincinnati, OH · 769 clientsWealth manager
    Fidelity 100%
    $1.2B
  38. 4779
    M Financial Asset Management, Inc.Portland, OR · 1,021 clientsWealth managerHybridM Financial Securities Marketing, Inc., M Holdings Securities, Inc.
    Fidelity 89%
    $1.2B
  39. 4780
    Middleton & Company Inc.Boston, MA · 368 clientsWealth manager
    State Street 61%Fidelity 22%
    $1.2B
  40. 4789
    Henry H. Armstrong Associates, Inc.Pittsburgh, PA · 141 clientsWealth manager
    Fidelity 54%Schwab 46%
    $1.2B

RIAs by state