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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. 7120
    Grand Wealth Management, LLCGrand Rapids, MI · 156 clientsWealth manager
    Fidelity 100%
    $598M
  2. 7133
    Virtus Wealth SolutionsCranford, NJ · 325 clientsWealth managerWrap sponsor
    Fidelity 100%
    $595M
  3. 7135
    Outlook Wealth Advisors, LLCThe Woodlands, TX · 569 clientsWealth manager
    Fidelity 100%
    $594M
  4. 7141
    Hogantaylor WealthTulsa, OK · 385 clientsWealth manager
    Fidelity 54%Schwab 46%
    $593M
  5. 7144
    Gerber, LLCColumbus, OH · 220 clientsWealth managerHybrid
    Fidelity 100%
    $592M
  6. 7156
    Milestone Financial Planning, LLCBedford, NH · 257 clientsWealth manager
    Fidelity 100%
    $590M
  7. 7157
    Florida Atlantic Securities Corp.Miami, FL · 50 clientsBroker-dealer firmHybrid
    Northern Trust 65%Fidelity 35%
    $590M
  8. 7159
    Reston Wealth ManagementReston, VA · 491 clientsWealth manager
    Fidelity 67%
    $590M
  9. 7164
    Greater Midwest Financial Group, LLCSaint Paul, MN · 699 clientsWealth manager
    Fidelity 100%
    $589M
  10. 7171
    IAS Wealth Management, Inc.The Woodlands, TX · 235 clientsWealth manager
    Fidelity 100%
    $589M
  11. 7179
    Everpar Advisors LLCTulsa, OK · 250 clientsWealth manager
    Fidelity 100%
    $588M
  12. 7188
    O'keefe Stevens Advisory, Inc.357 clientsWealth manager
    Schwab 90%
    $586M
  13. 7193
    Riley Friedman Asset ManagementLos Altos, CA · 221 clientsWealth manager
    Schwab 77%Fidelity 22%
    $585M
  14. 7196
    KDK Private Wealth ManagementHouston, TX · 95 clientsWealth manager
    Fidelity 100%
    $585M
  15. 7201
    Hobbs Group Advisors LLCColumbia, SC · 479 clientsWealth manager
    Fidelity 100%
    $584M
  16. 7210
    Howard Bailey Securities, LLCFort Wayne, IN · 1,756 clientsWealth manager
    Fidelity 100%
    $583M
  17. 7221
    55 North Private WealthWinter Park, FL · 158 clientsWealth manager
    Fidelity 50%Schwab 50%
    $581M
  18. 7230
    Able Wealth Management LLCToms River, NJ · 1,030 clientsWealth manager
    Schwab 57%Fidelity 38%
    $580M
  19. 7232
    EPG Wealth Management LLCAtlanta, GA · 1,194 clientsWealth managerHybrid
    Fidelity Distributors Company 47%Schwab 32%
    $579M
  20. 7234
    Edgerock Wealth ManagementDenver, CO · 575 clientsWealth manager
    Fidelity 100%
    $579M
  21. 7262
    Sage Advisors, LLCEdmonds, WA · 690 clientsWealth manager
    Fidelity 0%
    $575M
  22. 7269
    FSA Advisors, Inc.Troy, MI · 4,406 clientsWealth manager
    Schwab 65%Fidelity 35%
    $573M
  23. 7275
    Prasad Wealth PartnersIndependence, OH · 729 clientsWealth managerHybrid
    Fidelity 100%
    $572M
  24. 7290
    TTP Investments, Inc.San Jose, CA · 382 clientsWealth manager
    Fidelity 100%
    $571M
  25. 7303
    Generational Wealth AdvisorsRichardson, TX · 184 clientsWealth managerHybridGenerational Capital Markets Inc.
    Schwab 92%
    $569M
  26. 7306
    RIA Advisory Group, LLCDes Moines, IA · 1,996 clientsWealth manager
    Schwab 78%Fidelity 22%
    $568M
  27. 7310
    S.E.E.D. Planning Group, LLCBinghamton, NY · 763 clientsWealth manager
    Fidelity 80%
    $568M
  28. 7311
    Hillcrest Financial GroupThousand Oaks, CA · 347 clientsWealth manager
    Fidelity 100%
    $568M
  29. 7316
    HMV Wealth Advisors, LLCShreveport, LA · 138 clientsWealth manager
    Fidelity 100%
    $567M
  30. 7322
    Latitude Advisors, LLC1,590 clientsWealth managerHybrid
    Fidelity 100%
    $567M
  31. 7329
    Adams Wealth AdvisorsLogan, UT · 703 clientsWealth manager
    Fidelity 68%
    $566M
  32. 7346
    Paradigm Wealth Management, LLCWestlake, OH · 416 clientsWealth manager
    Fidelity 80%
    $563M
  33. 7358
    Beck Capital Management LLCAustin, TX · 451 clientsWealth manager
    Fidelity 100%
    $562M
  34. 7369
    Matrix Private Capital GroupChicago, IL · 222 clientsWealth manager
    Fidelity 100%
    $561M
  35. 7370
    Wedgewood Partners, Inc.St Louis, MO · 389 clientsWealth manager
    UBS 42%Morgan Stanley 24%
    $561M
  36. 7375
    Empirical Asset Management, LLCWellesley, MA · 474 clientsWealth manager
    Schwab 51%Fidelity 49%
    $560M
  37. 7385
    Narus Financial Partners, LLCSalt Lake City, UT · 208 clientsWealth manager
    Fidelity 100%
    $559M
  38. 7386
    Capital Investment Management, IncLee's Summit, MO · 1,072 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $559M
  39. 7391
    Guidance Point Advisors, LLC255 clientsWealth manager
    Fidelity 100%
    $558M
  40. 7394
    Prairie Wealth Advisors, Inc.Omaha, NE · 389 clientsWealth manager
    Fidelity 64%Schwab 36%
    $558M

RIAs by state