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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. 5963
    Lynch & AssociatesNewburgh, IN · 696 clientsWealth manager
    Fidelity 100%
    $831M
  2. 5972
    KFA Private Wealth Group, LLCTyson, VA · 823 clientsWealth managerWrap sponsor
    Fidelity 100%
    $830M
  3. 5974
    Peterson Wealth Advisors, LLCOrem, UT · 667 clientsWealth manager
    Schwab 90%
    $830M
  4. 5977
    Mason & Associates, Inc.Los Angeles, CA · 698 clientsWealth manager
    Schwab 88%
    $829M
  5. 5978
    Global Financial Private ClientSarasota, FL · 140 clientsWealth manager
    Fidelity 100%
    $828M
  6. 5989
    The Capital Management CorporationGlen Allen, VA · 196 clientsWealth manager
    Fidelity 58%Schwab 42%
    $826M
  7. 5995
    Redblack Advisers, Inc.Oradell, NJ · 20 clientsAsset manager
    Pershing 62%
    $824M
  8. 6017
    Abel Hall, LLCBaton Rouge, LA · 199 clientsWealth managerHybrid
    Fidelity 100%
    $819M
  9. 6039
    Franklin, Parlapiano, Turner & Welch LLCHouston, TX · 104 clientsWealth managerWrap sponsor
    Fidelity 100%
    $811M
  10. 6043
    Stevens Capital PartnersOmaha, NE · 681 clientsWealth manager
    Fidelity 72%Schwab 28%
    $810M
  11. 6044
    Investment Management AssociatesGreenwood Village, CO · 383 clientsWealth manager
    Schwab 63%Fidelity 37%
    $810M
  12. 6058
    Mayfair Advisory Group, LLCBirmingham, AL · 395 clientsWealth manager
    Schwab 77%Fidelity 23%
    $806M
  13. 6063
    Warberg Asset Management LLCWinnetka, IL · 9 clientsPrivate fund adviser
    Fidelity 77%Goldman Sachs 23%
    $806M
  14. 6065
    Lakeridge Wealth Management LLCMentor, OH · 1,139 clientsWealth managerHybrid
    Fidelity 90%
    $805M
  15. 6069
    Copper Harbor Investment Advisors, LLCAppleton, WI · 250 clientsWealth manager
    Schwab 69%Fidelity 31%
    $805M
  16. 6074
    Curran Wealth ManagementAlbany, NY · 385 clientsWealth managerWrap sponsorHybridCimas LLC
    Fidelity 100%
    $804M
  17. 6075
    Nokomis Capital, L.L.C.Dallas, TX · 2 clientsPrivate fund adviser
    Fidelity 100%
    $804M
  18. 6094
    Kuhn Advisors, Inc.Durham, NC · 256 clientsWealth manager
    Schwab 88%
    $801M
  19. 6097
    Creekmur Asset Management, LLCMorton, IL · 1,902 clientsWealth managerWrap sponsor
    Schwab 71%Fidelity 29%
    $800M
  20. 6099
    Veracity Capital LLCAtlanta, GA · 362 clientsWealth manager
    Fidelity 100%
    $800M
  21. 6102
    Park Lane Advisors, LLCBirmingham, AL · 8 clientsAsset manager
    Regions Bank 41%Columbia Bank DBA Columbia Private Trust Custodian FBO 33%Fidelity 26%
    $799M
  22. 6109
    Clariti Wealth AdvisorsWilmington, DE · 263 clientsWealth manager
    Fidelity 100%
    $798M
  23. 6114
    Brady Martz Wealth Solutions, LLCGrand Forks, ND · 448 clientsWealth manager
    Schwab 100%
    $795M
  24. 6115
    McRae Capital Management Inc.Morristown, NJ · 820 clientsWealth manager
    Fidelity 100%
    $795M
  25. 6119
    Fortress Wealth PlanningJacksonville Beach, FL · 161 clientsWealth managerWrap sponsor
    Fidelity 100%
    $794M
  26. 6121
    Clayton Financial Group, LLCSt. Louis, MO · 248 clientsWealth manager
    Schwab 61%Fidelity 39%
    $794M
  27. 6127
    Monarch Plan AdvisorsSimi Valley, CA · 130 clientsAsset manager
    Empower Financial Services 48%Fidelity 35%
    $793M
  28. 6154
    Eagle Rock Investment Company, LLCAtlanta, GA · 83 clientsWealth manager
    Schwab 44%Fidelity 42%
    $787M
  29. 6158
    Centurion Wealth ManagementMcLean, VA · 415 clientsWealth manager
    Fidelity 92%
    $786M
  30. 6163
    Cadent Capital Advisors, LLCTulsa, OK · 654 clientsWealth manager
    Fidelity 100%
    $786M
  31. 6170
    JVL Wealth StrategiesWyoming, MI · 186 clientsWealth manager
    Fidelity 100%
    $784M
  32. 6171
    Flagstar Securities, Inc.New York, NY · 1,123 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $784M
  33. 6182
    Dahring | Cusmano and AssociatesNovi, MI · 884 clientsWealth managerHybrid
    Schwab 58%Fidelity 42%
    $781M
  34. 6191
    DSG Capital Advisors, LLCEdina, MN · 115 clientsWealth managerWrap sponsor
    LPL Financial 89%
    $780M
  35. 6205
    Meld Financial, Inc.Birmingham, AL · 1,130 clientsWealth manager
    Fidelity 100%
    $776M
  36. 6232
    Retirement Fund ManagementAtlanta, GA · 10 clientsAsset manager
    Principal Financial Group 56%Fidelity 44%
    $770M
  37. 6233
    Permanent Capital Management, LPChicago, IL · 3 clientsAsset manager
    Fidelity 100%
    $769M
  38. 6241
    New England Capital Financial Advisors LLCCheshire, CT · 1,219 clientsWealth manager
    Fidelity 92%
    $768M
  39. 6250
    Benchmark Financial Wealth Advisors LLCBoca Raton, FL · 366 clientsWealth manager
    Fidelity 100%
    $766M
  40. 6257
    Moldenhauer & AssociatesOrchard Park, NY · 1,152 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $765M

RIAs by state