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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. 6268
    Sterling Financial Planning IncSparta, NJ · 578 clientsWealth manager
    Schwab 88%
    $761M
  2. 6272
    Independent Family Office, LLCAlbany, NY · 43 clientsWealth manager
    Fidelity 100%
    $760M
  3. 6273
    SAN Luis Wealth AdvisorsSan Luis Obispo, CA · 463 clientsWealth manager
    Schwab 61%Fidelity 39%
    $760M
  4. 6283
    Klaas Financial Asset Advisors, LLC.Loves Park, IL · 1,015 clientsWealth managerWrap sponsor
    Fidelity 100%
    $758M
  5. 6290
    Intentgen Financial PartnersNaperville, IL · 612 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $757M
  6. 6294
    Blue Fin Capital, Inc.Warren, RI · 683 clientsWealth manager
    Fidelity 100%
    $756M
  7. 6302
    Sweeney & Michel, LLCChico, CA · 688 clientsWealth managerWrap sponsor
    Fidelity 100%
    $753M
  8. 6307
    Castlepoint Wealth AdvisorsOklahoma City, OK · 283 clientsWealth manager
    Schwab 58%Fidelity 42%
    $751M
  9. 6309
    EWA, LLCPittsburgh, PA · 397 clientsWealth managerWrap sponsor
    Fidelity 100%
    $751M
  10. 6311
    Stevens Foster Financial AdvisorsBloomington, MN · 332 clientsWealth manager
    Fidelity 98%
    $750M
  11. 6312
    Hopwood Financial Services, Inc.Reston, VA · 288 clientsWealth manager
    Schwab 71%Fidelity 29%
    $750M
  12. 6320
    QTR Family Wealth, LLCLake Mary, FL · 205 clientsWealth managerHybrid
    Fidelity 100%
    $749M
  13. 6326
    Porter White Investment Advisors, Inc.Birmingham, AL · 114 clientsWealth managerHybrid
    Fidelity 100%
    $748M
  14. 6330
    Autumn Glory Partners, LLCDallas, TX · 67 clientsWealth manager
    Fidelity 78%Schwab 22%
    $748M
  15. 6338
    Tillman Hartley LLCDenver, CO · 63 clientsWealth manager
    Schwab 51%Fidelity 49%
    $746M
  16. 6344
    Campbell Deegan FinancialRichmond, VA · 770 clientsWealth managerAffiliated broker-dealer
    Fidelity 100%
    $745M
  17. 6347
    Tremblant Capital GroupWest Palm Beach, FL · 3 clientsAsset managerHybrid
    J.P. Morgan 54%Northern Trust 35%
    $745M
  18. 6354
    Element Wealth, LLCRidgeland, MS · 743 clientsWealth manager
    Fidelity 76%
    $744M
  19. 6360
    Absolute Capital Management, LLCPittsburgh, PA · 1,986 clientsWealth managerWrap sponsor
    Fidelity 54%Schwab 46%
    $742M
  20. 6364
    Allegheny InvestmentsPittsburgh, PA · 1,427 clientsWealth managerWrap sponsor
    Fidelity 100%
    $742M
  21. 6365
    Mission Creek Capital Partners, Inc.San Francisco, CA · 524 clientsWealth manager
    Schwab 59%Fidelity 41%
    $742M
  22. 6369
    Nicholas Wealth ManagementMarietta, GA · 1,072 clientsAsset managerHybrid
    Schwab 57%Fidelity 43%
    $740M
  23. 6372
    Stonebridge Financial GroupGrand Rapids, MI · 783 clientsAsset managerHybrid
    Empower Retirement 60%
    $739M
  24. 6373
    AM Investment Strategies, LLCChattanooga, TN · 576 clientsWealth manager
    Fidelity 100%
    $738M
  25. 6375
    Financial Directions LLCTucson, AZ · 2,488 clientsWealth manager
    Fidelity 95%
    $738M
  26. 6381
    The Marshall Financial Group LLCHunt Valley, MD · 1,019 clientsWealth managerHybrid
    Schwab 80%
    $736M
  27. 6387
    Alpha Capital Management Group LLCDenver, CO · 470 clientsAsset manager
    Fidelity 64%LPL Financial 34%
    $734M
  28. 6391
    Clarity Wealth AdvisorsSan Jose, CA · 342 clientsWealth manager
    Fidelity 55%Schwab 45%
    $733M
  29. 6395
    Walled Lake Planning & Wealth Management, LLCHighland Park, IL · 369 clientsWealth managerWrap sponsor
    Fidelity 100%
    $732M
  30. 6398
    Centerpoint Advisors, LLCNeedham, MA · 502 clientsWealth manager
    Fidelity 100%
    $732M
  31. 6401
    Sevenbridge Financial Group, LLCHarrisburg, PA · 401 clientsWealth manager
    Schwab 69%Fidelity 31%
    $731M
  32. 6404
    Traveka Wealth, LLCLos Altos, CA · 195 clientsWealth manager
    Fidelity 100%
    $731M
  33. 6408
    Ipswich Investment Management Company, IncBeverly, MA · 268 clientsWealth manager
    Fidelity 81%
    $730M
  34. 6412
    Canby Financial AdvisorsFramingham, MA · 382 clientsWealth manager
    Fidelity 100%
    $729M
  35. 6418
    AAF Wealth Management, LLCWestborough, MA · 293 clientsWealth manager
    Fidelity 100%
    $728M
  36. 6427
    Woodstock Wealth Management, Inc.Woodstock, GA · 1,586 clientsWealth managerHybrid
    Fidelity 100%
    $727M
  37. 6431
    Renaissance Investment Group, LLCLenox, MA · 265 clientsWealth managerBank-affiliatedAffiliated broker-dealerSEI Investments (south Africa) Limited, SEI Investments Distribution Co.
    Fidelity 100%
    $726M
  38. 6432
    Great Point Wealth Advisors, LLCBoston, MA · 462 clientsWealth manager
    Fidelity 100%
    $726M
  39. 6439
    Colton Groome Financial Advisors, LLCAsheville, NC · 362 clientsWealth manager
    Schwab 65%Fidelity 35%
    $725M
  40. 6441
    Wealthstar Advisors, LLCPlano, TX · 453 clientsWealth managerWrap sponsor
    Fidelity 100%
    $724M

RIAs by state