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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. 7397
    Quantum Financial Advisors IncRockville, MD · 363 clientsAsset manager
    Fidelity 59%Schwab 41%
    $558M
  2. 7411
    Consilio Wealth Advisors, LLCBellevue, WA · 288 clientsWealth manager
    Fidelity 100%
    $556M
  3. 7415
    O'rourke & Company, IncorporatedBoston, MA · 580 clientsWealth managerHybrid
    Fidelity 100%
    $555M
  4. 7433
    TSP Capital Management Group, LLCSummit, NJ · 144 clientsWealth manager
    Fidelity 100%
    $553M
  5. 7436
    Tolsma Investments, LLC215 clientsWealth manager
    Fidelity 92%
    $553M
  6. 7438
    Omega Financial Group, LLCSanta Barbara, CA · 324 clientsWealth manager
    Schwab 85%
    $552M
  7. 7445
    Veridian Capital PartnersFrederick, MD · 822 clientsWealth managerWrap sponsorHybrid
    Fidelity 81%
    $551M
  8. 7453
    Mack & Co. Partners, LPDallas, TX · 12 clientsWealth managerHybridM&co. Securities LLC
    Fidelity 100%
    $549M
  9. 7454
    Stiles Financial Services, Inc.Edina, MN · 261 clientsWealth managerWrap sponsor
    Fidelity 100%
    $549M
  10. 7457
    MAY Hill Capital, LLCCohasset, MA · 113 clientsWealth manager
    Fidelity 100%
    $549M
  11. 7466
    Adaptive Financial Consulting, LLCBeachwood, OH · 261 clientsWealth manager
    Fidelity 79%
    $547M
  12. 7468
    Jet Wealth AdvisorsLa Jolla, CA · 556 clientsWealth manager
    Fidelity 100%
    $547M
  13. 7477
    25 FinancialSaint Louis, MO · 505 clientsWealth managerHybrid
    Schwab 86%
    $545M
  14. 7480
    Trillium Wealth LLCWinter Park, FL · 629 clientsWealth manager
    Schwab 55%Fidelity 45%
    $545M
  15. 7489
    Andrews, Lucia Wealth Management LLCDanville, CA · 197 clientsWealth manager
    Schwab 71%Fidelity 29%
    $543M
  16. 7492
    Prosperity PlanningNorth Kansas City, MO · 406 clientsWealth manager
    Fidelity 100%
    $543M
  17. 7494
    Headwater Investment Consulting,inc.McMinnville, OR · 649 clientsWealth manager
    Fidelity 100%
    $543M
  18. 7495
    Common Cents PlanningGlen Mills, PA · 463 clientsWealth managerHybrid
    Fidelity 100%
    $542M
  19. 7496
    Juno Financial Group LLCRichmond, VA · 321 clientsWealth manager
    Schwab 60%Fidelity 40%
    $542M
  20. 7497
    Beacon Investment Advisors LLCGaithersburg, MD · 127 clientsWealth manager
    Fidelity 100%
    $542M
  21. 7498
    Tandem Financial, LLCGreenwood Village, CO · 457 clientsWealth manager
    Schwab 92%
    $542M
  22. 7500
    Shorehaven Wealth Partners, LLCRed Bank, NJ · 396 clientsWealth manager
    Fidelity 100%
    $542M
  23. 7516
    Lk&a Investment CounselPasadena, CA · 83 clientsWealth manager
    U.S. Bank 41%Schwab 40%
    $540M
  24. 7519
    Dynamic Financial GroupCedar Falls, IA · 866 clientsWealth managerHybrid
    Fidelity 100%
    $540M
  25. 7520
    NCM Capital Management, LLCRamsey, NJ · 252 clientsWealth manager
    Fidelity 100%
    $539M
  26. 7526
    Mountain Hill Investment PartnersAtlantic Highlands, NJ · 174 clientsWealth manager
    Fidelity 68%
    $539M
  27. 7531
    Morris Financial Concepts, Inc.Mount Pleasant, SC · 294 clientsWealth managerWrap sponsor
    Schwab 52%Fidelity 48%
    $538M
  28. 7542
    Redmond Asset Management, LLCHenrico, VA · 298 clientsWealth manager
    Schwab 43%Pershing 24%
    $537M
  29. 7546
    Litvak Wealth, LLCNorwalk, CT · 75 clientsWealth manager
    Bank Julius Baer & Co. LTD 41%UBS 30%Fidelity 28%
    $536M
  30. 7550
    Legacy Capital Group California, Inc.Los Gatos, CA · 231 clientsAsset managerHybrid
    Fidelity 100%
    $536M
  31. 7555
    Financial Innovations, LLCAtlanta, GA · 353 clientsWealth managerHybrid
    Fidelity 100%
    $535M
  32. 7558
    Peak Financial Management IncWellesley, MA · 353 clientsWealth manager
    Schwab 70%Fidelity 30%
    $534M
  33. 7562
    Peirce Capital Management, LLCThe Woodlands, TX · 165 clientsWealth manager
    Schwab 63%Fidelity 37%
    $534M
  34. 7585
    Cerro Pacific Wealth Advisors, LLCSan Luis Obispo, CA · 254 clientsWealth manager
    Fidelity 100%
    $532M
  35. 7588
    Ceeto Capital Group, LLCCoral Gables, FL · 18 clientsWealth manager
    Fidelity 69%Salem Trust 31%
    $531M
  36. 7593
    Trinity Portfolio Advisors, LLCSouthlake, TX · 622 clientsWealth manager
    Fidelity 100%
    $531M
  37. 7599
    Pension & Wealth Management AdvisorsWaltham, MA · 523 clientsWealth manager
    Fidelity 100%
    $530M
  38. 7601
    Gagnon Securities, LLCNew York, NY · 1,202 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $530M
  39. 7603
    Yarger Wealth Strategies, LLCWesterville, OH · 216 clientsWealth manager
    Fidelity 100%
    $530M
  40. 7604
    Barrett & CompanyProvidence, RI · 601 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $530M

RIAs by state