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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. 6895
    Clare Market Investments, LLCDallas, TX · 237 clientsWealth manager
    Fidelity 100%
    $635M
  2. 6915
    American Investors CoSan Ramon, CA · 766 clientsBroker-dealer firmHybrid
    Schwab 67%Fidelity 33%
    $631M
  3. 6925
    Pharos Capital Group, LLCBrentwood, TN · 7 clientsPrivate fund adviser
    Fidelity 100%
    $630M
  4. 6933
    Capshift AdvisorsWest Newton, MA · 14 clientsAsset manager
    Schwab 60%Fidelity 40%
    $628M
  5. 6939
    Ariadne Wealth Management, LPSanta Barbara, CA · 53 clientsWealth manager
    Schwab 60%Fidelity 30%
    $627M
  6. 6941
    Winslow Asset Management IncBeachwood, OH · 130 clientsWealth manager
    Fidelity 68%PNC Bank 32%
    $627M
  7. 6952
    Portfolio Design Labs, LLCEncino, CA · 357 clientsWealth manager
    Schwab 82%
    $625M
  8. 6957
    Hill Island Financial LLCGrand Rapids, MI · 217 clientsWealth manager
    Fidelity 100%
    $624M
  9. 6960
    Sherrill & Hutchins Financial Advisory IncAtlanta, GA · 409 clientsWealth manager
    Schwab 87%
    $624M
  10. 6962
    Kelly Financial Services LLCBraintree, MA · 1,401 clientsWealth manager
    Fidelity 100%
    $624M
  11. 6964
    FCA CorpHouston, TX · 183 clientsWealth manager
    Schwab 54%Fidelity 46%
    $623M
  12. 6973
    Avalan, LLCSanta Barbara, CA · 319 clientsWealth manager
    Fidelity 86%
    $622M
  13. 6974
    12th Street Asset ManagementNashville, TN · 522 clientsAsset manager
    U.S. Bancorp Investments 52%
    $622M
  14. 6975
    Aviso Wealth ManagementBellevue, WA · 929 clientsWealth managerHybrid
    Schwab 67%Fidelity 33%
    $621M
  15. 6993
    Wheeler Retirement Plans LLCDuluth, MN · 78 clientsAsset manager
    The Standard 36%Ascensus 24%Fidelity 22%
    $618M
  16. 6994
    Steadtrust654 clientsWealth managerHybrid
    Fidelity 71%SEI 29%
    $618M
  17. 6996
    Hubbell Strickland Wealth Management, LLCNew Orleans, LA · 505 clientsWealth managerHybrid
    Fidelity 100%
    $618M
  18. 7003
    Clear Wave Wealth Management, LLCRed Bank, NJ · 142 clientsWealth manager
    Fidelity 100%
    $617M
  19. 7005
    Greenbush Financial Group, LLCAlbany, NY · 800 clientsWealth manager
    Fidelity 65%
    $617M
  20. 7007
    Grey Ledge Advisors, LLCGuilford, CT · 887 clientsWealth managerBank-affiliated
    Fidelity 63%Schwab 37%
    $616M
  21. 7009
    FMB Wealth ManagementWestlake Village, CA · 324 clientsWealth manager
    Fidelity 85%
    $616M
  22. 7011
    Trevian Wealth Management, LLC166 clientsWealth manager
    Fidelity 100%
    $616M
  23. 7017
    Financial Alternatives, Inc.La Jolla, CA · 271 clientsWealth manager
    Schwab 62%Fidelity 38%
    $615M
  24. 7020
    Darwin Wealth ManagementTampa, FL · 835 clientsWealth manager
    Goldman Sachs 71%Schwab 26%
    $614M
  25. 7021
    Zega Investments, LLCPalm Beach Gardens, FL · 224 clientsAsset manager
    Schwab 82%
    $614M
  26. 7036
    Mulholland Wealth Advisors, LLCScottsdale, AZ · 78 clientsAsset managerHybrid
    Schwab 76%Fidelity 24%
    $612M
  27. 7037
    Highmark Wealth Management LLCSt. Paul, MN · 429 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $612M
  28. 7041
    Peregrine Asset Advisers, Inc.Portland, OR · 476 clientsWealth manager
    Fidelity 94%
    $611M
  29. 7052
    Endowment Wealth Management, Inc.Appleton, WI · 491 clientsWealth manager
    Fidelity 100%
    $609M
  30. 7057
    Inlet Private Wealth, LLCJupiter, FL · 121 clientsWealth manager
    Fidelity 90%
    $608M
  31. 7060
    Ironwood Wealth Management, LLCChandler, AZ · 459 clientsWealth manager
    Schwab 68%Fidelity 32%
    $608M
  32. 7063
    The Enterprise Investment CompanyFarmington Hills, MI · 841 clientsWealth managerHybridThe Enterprise Securities Company
    Schwab 70%Fidelity 29%
    $607M
  33. 7067
    CogentblueKnoxville, TN · 118 clientsWealth manager
    Fidelity 100%
    $606M
  34. 7069
    Prostatis Financial Advisors GroupHanover, MD · 1,568 clientsWealth managerHybrid
    Schwab 62%Fidelity 38%
    $605M
  35. 7074
    Atlas BrownLouisville, KY · 451 clientsWealth manager
    Fidelity 100%
    $605M
  36. 7075
    Fairvoy Private Wealth, LLCBirmingham, AL · 467 clientsWealth manager
    Fidelity 100%
    $605M
  37. 7089
    Avaii Wealth Management, LLCAppleton, WI · 995 clientsWealth manager
    Fidelity 100%
    $603M
  38. 7098
    Dunhill FinancialLondon, United Kingdom · 996 clientsWealth manager
    Interactive Brokers 41%Fidelity 39%
    $602M
  39. 7108
    Giverny Capital Asset ManagementNew York, NY · 346 clientsWealth manager
    Schwab 86%
    $599M
  40. 7111
    Mainsail Asset Management, LLCBirmingham, AL · 188 clientsWealth manager
    Fidelity 57%Schwab 43%
    $599M

RIAs by state