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Est. 2026The front page of wealth managementNew York

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WSR The Most Important Year-End Review Is Your OwnWSR AmeriFlex Recruits 17 Advisors Representing Over $1.4 Billion In Client AssetsWSR Cerulli: Many Investors Still Struggle To Understand Advisors’ FeesWSR Dear Ryan: Transformed On Paper, Uncertain In PracticeIN Meta deal shields Zuckerberg from California wealth tax billRB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicWM The Diamond Podcast for Financial Advisors: How Smart Money Evaluates Wealth Management FirmsWM Cerulli: $5B+ Fee-Only Independent RIAs Face 'Shrinking Footprint'FP Why fee-based models are the future of advisor compensationIN Inheritance conflict is the rule, not the exception, Wells Fargo finds
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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. 391
    Private Advisor Group, LLCMorristown, NJ · 170,206 clientsWealth managerHybridPAG Financial, LLC, clears through LPL Financial
    LPL Financial 88%
    $58B
  2. 395
    IEQ Capital, LLCFoster City, CA · 2,309 clientsWealth manager
    Fidelity 100%
    $57B
  3. 397
    USI AdvisorsGlastonbury, CT · 1,353 clientsAsset managerHybridUSI Securities, Inc.
    Fidelity 42%Schwab 39%
    $56B
  4. 400
    Savant Wealth ManagementRockford, IL · 24,034 clientsWealth manager
    Schwab 83%
    $56B
  5. 403
    Beacon Pointe Advisors, LLCNewport Beach, CA · 29,929 clientsWealth managerHybrid
    Fidelity 100%
    $55B
  6. 405
    Breckinridge Capital Advisors IncBoston, MA · 18,447 clientsWealth manager
    Fidelity 56%Schwab 44%
    $54B
  7. 416
    MAI Capital Management, LLCCleveland, OH · 16,261 clientsWealth managerHybrid
    Fidelity 52%Schwab 48%
    $52B
  8. 424
    CWM, LLCOmaha, NE · 52,669 clientsWealth managerHybridCarson Group Brokerage, LLC, Northwest Capital Management Inc
    Schwab 70%Fidelity 30%
    $51B
  9. 428
    Mesirow Financial Investment Management, Inc.Chicago, IL · 90,291 clientsAsset managerHybridMesirow Financial, Inc., clears through National Financial Services (Fidelity), Pershing
    Fidelity 100%
    $50B
  10. 433
    Vestmark Advisory Solutions, Inc.Wakefield, MA · 84,069 clientsWealth managerWrap sponsor
    UBS 40%Schwab 23%
    $50B
  11. 434
    AE Wealth Management, LLCTopeka, KS · 128,073 clientsWealth managerWrap sponsorHybridAE Financial Services, LLC, Madison Avenue Securities, LLC, clears through National Financial Services (Fidelity)
    Fidelity 59%Schwab 41%
    $50B
  12. 441
    SCS Capital Management LLCBoston, MA · 589 clientsWealth managerAffiliated broker-dealer
    Fidelity 54%Pershing 24%
    $49B
  13. 463
    Concord Advisory Group LTDPrinceton, NJ · 204 clientsAsset manager
    BNY 53%Fidelity 47%
    $46B
  14. 467
    Tidal Investments LLCMilwaukee, WI · 343 clientsAsset managerHybrid
    Fidelity 42%Schwab 37%
    $46B
  15. 478
    Calamos Advisors LLCNaperville, IL · 1,957 clientsAsset managerHybridCalamos Financial Services LLC
    Fidelity 69%U.S. Bank 31%
    $44B
  16. 483
    Newedge AdvisorsNew Orleans, LA · 49,898 clientsWealth managerWrap sponsorHybridNewedge Securities, LLC
    Fidelity 36%LPL Financial 28%
    $43B
  17. 492
    LidoLOS Angeles, CA · 13,800 clientsWealth managerHybridLido Securities, LLC
    Fidelity 70%Schwab 30%
    $43B
  18. 504
    Focus Advisor Solutions, LLCSt. Louis, MO · 35,101 clientsWealth managerHybrid
    Schwab 70%
    $41B
  19. 526
    Kayne Anderson Rudnick Investment Management, LLCLOS Angeles, CA · 24,735 clientsAsset managerHybridVP Distributors LLC
    Fidelity 51%UBS 49%
    $39B
  20. 537
    Wealthspire Retirement AdvisoryAliso Viejo, CA · 7,532 clientsAsset managerHybrid
    Fidelity 45%Schwab 45%
    $39B
  21. 546
    Creative Planning Institutional Advisors, LLCNewport Beach, CA · 915 clientsAsset manager
    Fidelity 73%Empower Financial Services 27%
    $38B
  22. 552
    Rockefeller Capital ManagementNew York, NY · 6,490 clientsWealth managerHybridRockefeller Financial LLC
    Fidelity 100%
    $37B
  23. 553
    55ipBoston, MA · 3,522 clientsAsset managerAffiliated broker-dealerJ.P. Morgan Securities LLC
    Fidelity 63%Schwab 37%
    $37B
  24. 588
    Sanctuary Advisors, LLCMiami, FL · 19,540 clientsWealth managerWrap sponsorHybridSanctuary Securities, Inc.
    Pershing 50%Schwab 37%
    $35B
  25. 594
    Wealthspire AdvisorsNew York, NY · 9,973 clientsWealth manager
    Schwab 75%
    $34B
  26. 599
    Clearstead; Clearstead Advisory SolutionsCleveland, OH · 4,819 clientsWealth manager
    Fidelity 50%Schwab 50%
    $34B
  27. 602
    Allworth Financial, L.P.Folsom, CA · 29,297 clientsWealth managerWrap sponsorHybridHanson McClain Retirement Network, LLC
    Schwab 62%Fidelity 38%
    $34B
  28. 606
    D. E. Shaw Investment Management, L.L.C.New York, NY · 23 clientsPrivate fund adviserHybridD. E. Shaw & Co. (asia Pacific) Limited, D. E. Shaw & Co. (london), LLP
    State Street 80%
    $33B
  29. 619
    Sequoia Financial Group, L.L.C.Akron, OH · 11,218 clientsWealth managerHybrid
    Schwab 67%Fidelity 33%
    $32B
  30. 622
    Eagle Strategies LLCNew York, NY · 133,900 clientsWealth managerWrap sponsorHybridNylife Distributors LLC, Nylife Securities LLC, clears through National Financial Services (Fidelity)
    Fidelity 100%
    $32B
  31. 626
    Goldman Sachs Wealth Services, L.P.Cohoes, NY · 117,699 clientsWealth managerBank-affiliatedHybridGoldman Sachs & Co. LLC, Goldman Sachs Financial Markets, L.P.
    Goldman Sachs 83%
    $32B
  32. 630
    Invesco Managed Accounts, LLCSeattle, WA · 17,443 clientsAsset managerHybridInvesco CLO Equity Fund 5, L.P., Invesco Capital Markets, Inc.
    Morgan Stanley 44%UBS 33%Fidelity 23%
    $31B
  33. 634
    Tiedemann Advisors, LLCNew York, NY · 461 clientsWealth managerPublic-company ownedAffiliated broker-dealer
    Fidelity 70%
    $31B
  34. 646
    PNC Wealth ManagementPittsburgh, PA · 164,105 clientsBroker-dealer firmHybridHarris Williams LLC, Harris Williams Primary Fund Placement LLC
    Fidelity 100%
    $30B
  35. 647
    &partnersNashville, TN · 62,194 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $30B
  36. 651
    HB WealthAtlanta, GA · 5,459 clientsWealth manager
    Schwab 88%
    $30B
  37. 656
    Advanced Capital GroupMinneapolis, MN · 366 clientsAsset managerAffiliated broker-dealerAlera Securities LLC
    Schwab 95%
    $30B
  38. 658
    Waverly Advisors, LLCBirmingham, AL · 13,689 clientsWealth managerBank-affiliated
    Schwab 77%Fidelity 23%
    $30B
  39. 671
    Valic Financial Advisors, Inc.Houston, TX · 293,026 clientsBroker-dealer firmHybridCorebridge Capital Services, Inc.
    The Variable Annuity Life Insurance 40%Fidelity 37%Valic Trust Company 23%
    $29B
  40. 699
    The Baldwin Group Wealth Advisors, LLCTampa, FL · 2,134 clientsAsset managerHybridThe Baldwin Group Securities, LLC
    LPL Financial 79%
    $27B

RIAs by state