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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. 6447
    Global Wealth Management Investment Advisory, Inc.Fort Lauderdale, FL · 1,667 clientsWealth managerWrap sponsor
    Fidelity 100%
    $723M
  2. 6449
    Jmac Enterprises LLCNewtown, PA · 183 clientsWealth managerWrap sponsor
    TradePMR / Robinhood 61%Fidelity 39%
    $722M
  3. 6458
    Doliver Advisors, L.P.Houston, TX · 237 clientsWealth manager
    Schwab 86%
    $718M
  4. 6460
    Towercrest Capital Management, LLCNewtown, PA · 84 clientsAsset manager
    Fidelity 100%
    $718M
  5. 6463
    Wealth Management Associates, Inc.Cherry Hill, NJ · 930 clientsWealth managerHybrid
    Fidelity 100%
    $717M
  6. 6472
    Wealth Dimensions Family Office, IncCincinnati, OH · 18 clientsWealth manager
    Fidelity 100%
    $716M
  7. 6474
    G. A. Repple & CompanyCasselberry, FL · 3,207 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $716M
  8. 6475
    RBF Wealth AdvisorsSt. Louis, MO · 1,289 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $716M
  9. 6490
    Excalibur Management CorpWaltham, MA · 307 clientsWealth manager
    Fidelity 66%
    $712M
  10. 6494
    Precision Wealth Strategies, LLCSt. Louis, MO · 472 clientsWealth managerWrap sponsor
    Schwab 69%Fidelity 31%
    $711M
  11. 6516
    Morangie Management LLCVero Beach, FL · 98 clientsWealth manager
    Fidelity 90%
    $706M
  12. 6517
    Skinner, Copper & Ehmen Wealth Management, LLCSpringfield, IL · 571 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $706M
  13. 6524
    Halter Ferguson Financial IncCarmel, IN · 292 clientsWealth manager
    Schwab 64%Fidelity 36%
    $705M
  14. 6526
    Bmss Wesson Wealth SolutionsBirmingham, AL · 265 clientsWealth manager
    Schwab 82%
    $704M
  15. 6533
    AR Asset Management, Inc.West Hollywood, CA · 129 clientsWealth manager
    Fidelity 53%Schwab 36%
    $702M
  16. 6534
    Safeguard Investment Advisory Group, LLCCorona, CA · 1,804 clientsWealth manager
    Schwab 54%Fidelity 46%
    $702M
  17. 6535
    Core Wealth Advisors, Inc.Lakeland, FL · 586 clientsWealth manager
    Fidelity 100%
    $702M
  18. 6541
    RPG Family Wealth Advisory, LLCBurlington, MA · 600 clientsWealth manager
    Pershing 69%Fidelity 31%
    $701M
  19. 6550
    The Retirement Solution LLCRedmond, WA · 824 clientsWealth manager
    Fidelity 100%
    $699M
  20. 6552
    Broadview Financial Management, LLCWauwatosa, WI · 269 clientsWealth manager
    Fidelity 88%
    $699M
  21. 6561
    ABG ConsultantsCottonwood Heights, UT · 1,885 clientsAsset manager
    Schwab 44%Fidelity 26%
    $697M
  22. 6572
    Mayport Wealth Management152 clientsWealth manager
    Schwab 61%Fidelity 39%
    $695M
  23. 6587
    Madrona Financial & CpasEverett, WA · 689 clientsWealth manager
    Fidelity 100%
    $692M
  24. 6592
    Lazari Capital Management, Inc.Burbank, CA · 968 clientsWealth managerHybridLyndhurst Securities Inc., Michael Lazari Karapetian
    Fidelity 78%
    $691M
  25. 6600
    West Branch Capital LLCAmherst, MA · 372 clientsWealth manager
    Fidelity 78%Schwab 22%
    $690M
  26. 6605
    Nvest Financial, LLCPortsmouth, NH · 809 clientsWealth managerHybrid
    Fidelity 100%
    $688M
  27. 6606
    Signature Equity Partners, LLCColumbus, OH · 1,716 clientsWealth managerWrap sponsorHybrid
    Fidelity 90%
    $688M
  28. 6609
    Siharum Advisors, LLCBoston, MA · 101 clientsWealth manager
    Fidelity 43%Fiduciary Trust 35%
    $687M
  29. 6610
    Atwater MalickLancaster, PA · 297 clientsWealth manager
    Fidelity 46%Schwab 35%
    $687M
  30. 6612
    Smart Wealth, LLCOmaha, NE · 1,012 clientsWealth manager
    Fidelity 89%
    $686M
  31. 6615
    MA Private Wealth, LLCSan Carlos, CA · 366 clientsWealth managerWrap sponsor
    Fidelity 100%
    $686M
  32. 6620
    Precedent Wealth Partners, LLCHouston, TX · 201 clientsWealth manager
    Fidelity 52%Schwab 48%
    $685M
  33. 6621
    Sandy Cove Advisors, LLCHingham, MA · 278 clientsWealth manager
    Fidelity 88%
    $685M
  34. 6634
    Broad RUN Investment Management, LLCArlington, VA · 140 clientsAsset manager
    Schwab 38%SCM DMA (mauritius) Limited 23%
    $682M
  35. 6635
    Sandbox Financial Partners, LLCBethesda, MD · 532 clientsWealth manager
    Fidelity 84%
    $682M
  36. 6637
    Synergy Investment Management LLCAltamonte Springs, FL · 2,500 clientsWealth managerWrap sponsorHybrid
    LPL Financial 85%
    $681M
  37. 6641
    Eagle Bay Family OfficeNew York, NY · 50 clientsWealth manager
    Fidelity 100%
    $681M
  38. 6647
    Landmark Wealth ManagementGetzville, NY · 294 clientsWealth manager
    Fidelity 100%
    $680M
  39. 6649
    Century Management Financial AdvisorsAustin, TX · 737 clientsWealth manager
    Schwab 83%
    $680M
  40. 6650
    Saxon Financial GroupHouston, TX · 509 clientsWealth manager
    Raymond James 90%
    $679M

RIAs by state