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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. 4790
    Sc&h WealthHunt Valley, MD · 676 clientsWealth managerAffiliated broker-dealerSc&h Capital Corporation
    Fidelity 100%
    $1.2B
  2. 4796
    Prudent Management AssociatesPhiladelphia, PA · 231 clientsWealth manager
    Fidelity 100%
    $1.2B
  3. 4797
    Vision Capital Management IncPortland, OR · 1,800 clientsWealth manager
    Schwab 70%Fidelity 30%
    $1.2B
  4. 4807
    Insight Wealth Strategies, LLCSan Ramon, CA · 585 clientsWealth manager
    Fidelity 100%
    $1.2B
  5. 4809
    Premier Path Wealth Partners, LLCMadison, NJ · 463 clientsWealth manager
    Fidelity 100%
    $1.2B
  6. 4814
    Element Pointe Family OfficeMiami, FL · 54 clientsWealth manager
    Fidelity 92%
    $1.2B
  7. 4822
    Investment Advisory Group LLCSarasota, FL · 1,542 clientsWealth managerHybrid
    Fidelity 100%
    $1.2B
  8. 4826
    Wiss Private Client Advisors, LLCFlorham Park, NJ · 186 clientsWealth manager
    Fidelity 100%
    $1.2B
  9. 4829
    Fielder Capital Group LLCNashville, TN · 131 clientsWealth manager
    Fidelity 56%Schwab 44%
    $1.2B
  10. 4836
    James Investment Research IncXenia, OH · 431 clientsAsset managerHybrid
    Schwab 47%Morgan Stanley 39%
    $1.2B
  11. 4837
    Hamilton Point Investment Advisors, LLCChapel Hill, NC · 266 clientsWealth manager
    Fidelity 100%
    $1.2B
  12. 4841
    Schwerin Boyle Capital Management, IncSpringfield, MA · 153 clientsWealth manager
    Fidelity 34%Schwab 33%Wells Fargo 32%
    $1.2B
  13. 4846
    Childress Capital Advisors, LLCHouston, TX · 146 clientsWealth manager
    Fidelity 100%
    $1.2B
  14. 4849
    Arista Wealth Management, LLCLas Vegas, NV · 530 clientsWealth manager
    Fidelity 67%Schwab 33%
    $1.2B
  15. 4877
    Avier Wealth AdvisorsBellevue, WA · 583 clientsWealth manager
    Schwab 57%Fidelity 43%
    $1.2B
  16. 4882
    Crossmark Wealth Management, LLCHouston, TX · 723 clientsAsset managerHybridCrossmark Distributors, Inc.
    Fidelity 100%
    $1.2B
  17. 4883
    Sachem Hill LLCDenver, CO · 141 clientsWealth manager
    Schwab 81%
    $1.2B
  18. 4884
    Thepartners Wealth ManagementCarmel by the Sea, CA · 6,212 clientsWealth managerWrap sponsorHybrid
    Schwab 87%
    $1.2B
  19. 4892
    Sikich FinancialSpringfield, IL · 1,164 clientsWealth managerHybridSikich Corporate Finance LLC
    Fidelity 100%
    $1.2B
  20. 4896
    Dinuzzo Private Wealth, Inc.Beaver, PA · 796 clientsWealth managerHybrid
    Schwab 88%
    $1.2B
  21. 4904
    Portland Global Advisors LLCPortland, ME · 304 clientsWealth manager
    Fidelity 100%
    $1.2B
  22. 4905
    Brand Asset Management Group, Inc.Chesterfield, MO · 355 clientsWealth manager
    Fidelity 51%Schwab 49%
    $1.2B
  23. 4911
    StraightlineTroy, MI · 2,365 clientsWealth manager
    Schwab 53%Fidelity 25%
    $1.2B
  24. 4912
    Associated Investment Services, Inc.Green Bay, WI · 3,852 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $1.2B
  25. 4914
    Allegiant Wealth Advisors, LLCTulsa, OK · 34 clientsWealth manager
    Fidelity 100%
    $1.2B
  26. 4920
    Financial PerspectivesMinneapolis, MN · 737 clientsWealth managerHybrid
    Fidelity 100%
    $1.2B
  27. 4926
    W.A. Smith Financial GroupSandusky, OH · 1,669 clientsWealth manager
    Fidelity 100%
    $1.2B
  28. 4929
    L & S Advisors, IncLos Angeles, CA · 1,093 clientsWealth manager
    Schwab 53%Wells Fargo 25%
    $1.2B
  29. 4933
    Fortis Capital Management LLCBellevue, WA · 688 clientsWealth manager
    Fidelity 61%Schwab 27%
    $1.2B
  30. 4940
    Affinity Investment Advisors, LLCNewport Beach, CA · 69 clientsAsset manager
    Fidelity 73%Schwab 27%
    $1.2B
  31. 4945
    Frazier Financial Advisors, LLCColumbus, OH · 733 clientsWealth managerHybrid
    Schwab 59%Fidelity 41%
    $1.2B
  32. 4951
    Kerberrose Wealth Management, LLCShawano, WI · 1,785 clientsWealth managerHybrid
    Schwab 54%
    $1.2B
  33. 4953
    Third View Private WealthWestport, CT · 324 clientsWealth managerHybrid
    Schwab 85%
    $1.2B
  34. 4956
    Verity Asset ManagementDurham, NC · 5,838 clientsWealth managerHybridCorecap Investments, LLC, The Leaders Group, Inc.
    Axos 46%Fidelity 31%TIAA 23%
    $1.2B
  35. 4960
    Longview Wealth ManagementAtlanta, GA · 1,185 clientsWealth managerWrap sponsorHybrid
    Schwab 82%
    $1.2B
  36. 4961
    Kelleher Financial Advisors, LLCNew York, NY · 284 clientsWealth managerHybridWall Street Access, clears through Pershing
    Fidelity 49%Pershing 44%
    $1.2B
  37. 4962
    Korhorn Financial GroupGranger, IN · 2,339 clientsWealth managerHybrid
    Fidelity 100%
    $1.2B
  38. 4969
    Dean Capital ManagementOverland Park, KS · 3 clientsAsset manager
    Fidelity 58%U.S. Bank 22%
    $1.1B
  39. 4976
    Financial Partners Group, Inc.Overland Park, KS · 1,218 clientsWealth managerHybrid
    Fidelity 100%
    $1.1B
  40. 4986
    Fi3 Financial Advisors, LLCIndianapolis, IN · 258 clientsWealth manager
    Schwab 60%Fidelity 40%
    $1.1B

RIAs by state