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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. 5245
    Bridgeport Financial SolutionsPhoenix, AZ · 920 clientsWealth managerWrap sponsorAffiliated broker-dealerCambridge Investment Research, Inc.
    Fidelity 75%
    $1.0B
  2. 5246
    Weaver Consulting Group, LLCHuntington Beach, CA · 1,114 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $1.0B
  3. 5251
    Marble Wealth, LLCMontgomery, AL · 314 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $1.0B
  4. 5268
    Whalerock Point Partners, LLCWest Palm Beach, FL · 136 clientsWealth manager
    Fidelity 64%
    $1.0B
  5. 5278
    Fort Sheridan Advisors LLCHighland Park, IL · 389 clientsWealth managerHybrid
    Fidelity 99%
    $1.0B
  6. 5281
    Gould Asset Management LLCClaremont, CA · 363 clientsWealth managerAffiliated broker-dealer
    Fidelity 82%
    $1.0B
  7. 5282
    Ridgeleigh CapitalSummit, NJ · 1 clientsAsset manager
    Fidelity 100%
    $1.0B
  8. 5283
    Sterling Investment Counsel, LLCBuffalo, NY · 888 clientsWealth managerHybrid
    Fidelity 100%
    $1.0B
  9. 5290
    Watts Gwilliam & Company, LLCGilbert, AZ · 514 clientsWealth manager
    Schwab 100%
    $1.0B
  10. 5293
    Northwest Wealth Management, LLCSpencer, IA · 2,128 clientsWealth managerBank-affiliated
    Schwab 92%
    $1.0B
  11. 5316
    Soundwatch Capital, LLCDallas, TX · 1 clientsAsset manager
    Schwab 86%
    $1.0B
  12. 5326
    Mg&a WealthPlantation, FL · 657 clientsWealth managerHybrid
    Fidelity 100%
    $1.0B
  13. 5331
    Portfolio Strategies Inc NYMontvale, NJ · 3,412 clientsWealth manager
    Fidelity 100%
    $1.0B
  14. 5334
    Verum Partners LLCCharlotte, NC · 405 clientsWealth manager
    Fidelity 62%Schwab 38%
    $1.0B
  15. 5338
    Archer Investment CorporationCarmel, IN · 4,335 clientsWealth managerHybrid
    TradePMR / Robinhood 79%
    $1.0B
  16. 5353
    Anderson Growth Partners, LLCBirmingham, AL · 209 clientsPrivate fund adviserHybrid
    Fidelity 100%
    $1.0B
  17. 5361
    Aire Advisors, LLCBeverly Hills, CA · 369 clientsWealth manager
    Fidelity 100%
    $1.0B
  18. 5365
    East Coast Asset Management, LLCEssex, MA · 211 clientsAsset manager
    State Street 48%Fidelity 32%
    $1.0B
  19. 5367
    PYA Waltman Capital, LLCKnoxville, TN · 424 clientsWealth manager
    Fidelity 100%
    $1.0B
  20. 5368
    McGlone Suttner Wealth Management, Inc.Appleton, WI · 708 clientsWealth manager
    Fidelity 100%
    $1.0B
  21. 5370
    Corbyn Investment Management IncLutherville, MD · 444 clientsAsset managerHybrid
    Schwab 55%Fidelity 32%
    $1.0B
  22. 5380
    Hudock Capital GroupWilliamsport, PA · 921 clientsWealth managerWrap sponsorHybrid
    Pershing 88%
    $1.0B
  23. 5386
    SeedsNew York, NY · 950 clientsWealth manager
    Fidelity 58%Schwab 42%
    $1.0B
  24. 5393
    Henrickson Nauta Wealth Advisors, Inc.Belmont, MI · 554 clientsWealth managerHybrid
    Fidelity 100%
    $998M
  25. 5394
    Tishman Capital PartnersNew York, NY · 23 clientsPrivate fund adviser
    Fidelity 100%
    $998M
  26. 5395
    Daybright Advisory Services, Inc.Miami, FL · 696 clientsAsset managerAffiliated broker-dealerDaybright Securities, LLC
    Empower 54%Schwab 39%
    $997M
  27. 5399
    Commonwealth Financial ServicesVienna, WV · 2,271 clientsWealth managerWrap sponsor
    Schwab 75%Fidelity 25%
    $995M
  28. 5403
    McLean Asset Management Corp.Tysons, VA · 512 clientsWealth manager
    Schwab 75%Fidelity 25%
    $994M
  29. 5404
    Syntheticfi LLCSan Francisco, CA · 624 clientsWealth manager
    Schwab 98%
    $993M
  30. 5427
    Fiduciary Experts LLC75 clientsAsset manager
    Fidelity 97%
    $986M
  31. 5431
    Encompass More Asset Management LLCDanville, CA · 4,008 clientsWealth managerHybridEncompass More Investments, LLC
    Schwab 94%
    $985M
  32. 5434
    Nuance Investments, LLCKansas City, MO · 257 clientsAsset manager
    Northern Trust 32%Fidelity 27%BNY 23%
    $984M
  33. 5442
    Altiora Financial Group, LLC134 clientsWealth manager
    Schwab 66%Fidelity 34%
    $982M
  34. 5446
    Wealth Alliance Advisory Group, LLCWichita, KS · 982 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $979M
  35. 5449
    Astoria Portfolio Advisors LLCNew York, NY · 123 clientsAsset manager
    Schwab 80%
    $978M
  36. 5463
    ELK River Wealth Management LLCDenver, CO · 285 clientsWealth manager
    Fidelity 88%
    $971M
  37. 5464
    The Arkansas Financial Group, Inc.Little Rock, AR · 367 clientsWealth manager
    Fidelity 100%
    $971M
  38. 5471
    Carrera Capital AdvisorsTroy, MI · 998 clientsWealth manager
    Fidelity 79%
    $969M
  39. 5479
    Ashford Capital Management IncWilmington, DE · 92 clientsAsset manager
    Wilmington Trust 59%Fidelity 25%
    $966M
  40. 5495
    Tranquility Partners, LLCBrentwood, TN · 259 clientsWealth manager
    Fidelity 89%
    $960M

RIAs by state