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Est. 2026The front page of wealth managementNew York

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IN RIA moves: Kintra Wealth adds $355M Great Scott Financial practice4K Retirement Confidence Surges Despite Financial Pressures: MFSWM Private Credit Group Says Market Fears Are Divorced From RealityWSR The Most Important Year-End Review Is Your OwnWSR AmeriFlex Recruits 17 Advisors Representing Over $1.4 Billion In Client AssetsWSR Cerulli: Many Investors Still Struggle To Understand Advisors’ FeesWSR Dear Ryan: Transformed On Paper, Uncertain In PracticeIN Meta deal shields Zuckerberg from California wealth tax billRB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicWM The Diamond Podcast for Financial Advisors: How Smart Money Evaluates Wealth Management Firms
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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. 702
    Smartx Advisory SolutionsWest Palm Beach, FL · 61 clientsAsset managerHybridHedgeco Securities, LLC
    Schwab 84%
    $27B
  2. 710
    Arax Advisory PartnersNew York, NY · 15,662 clientsWealth managerHybridUsca Securities LLC, clears through National Financial Services (Fidelity)
    Fidelity 58%Schwab 32%
    $27B
  3. 713
    Summit Financial, LLCParsippany, NJ · 18,393 clientsWealth managerWrap sponsorHybridLS Securities, LLC
    Fidelity 60%Schwab 23%
    $26B
  4. 719
    1919 Investment Counsel, LLCBaltimore, MD · 5,169 clientsWealth managerBank-affiliatedAffiliated broker-dealerEaton Partners (UK) LLP, Keefe, Bruyette & Woods, Inc., clears through Stifel
    Schwab 35%Fidelity 33%
    $26B
  5. 749
    United Capital Financial AdvisorsIrving, TX · 25,510 clientsWealth managerPublic-company ownedHybrid
    Schwab 64%Fidelity 36%
    $25B
  6. 757
    Belle Haven Investments, L.P.RYE Brook, NY · 27,602 clientsBroker-dealer firmHybrid
    Fidelity 35%Schwab 28%
    $24B
  7. 776
    Commonfund Ocio, Inc.Norwalk, CT · 156 clientsPrivate fund adviserHybridCommonfund Securities, Inc.
    Fidelity 100%
    $24B
  8. 778
    Merit Financial AdvisorsAlpharetta, GA · 20,711 clientsBroker-dealer firmHybridMFG Securities, LLC
    Fidelity 74%Schwab 26%
    $24B
  9. 790
    Integrated Wealth Concepts LLCWaltham, MA · 29,848 clientsWealth managerHybrid
    LPL Financial 39%Fidelity 34%Schwab 27%
    $24B
  10. 795
    Oxford Financial Group, LTDCarmel, IN · 697 clientsWealth manager
    Fidelity 100%
    $23B
  11. 797
    Jordan Park Group LLCSAN Francisco, CA · 229 clientsWealth managerHybridJP Portsmouth Capital LLC
    Fidelity 63%Schwab 37%
    $23B
  12. 810
    SeiaLOS Angeles, CA · 9,833 clientsWealth managerHybridSignature Estate Securities, LLC
    Schwab 73%Fidelity 27%
    $23B
  13. 820
    Vident Asset ManagementAlpharetta, GA · 1,492 clientsAsset managerHybrid
    Fidelity 100%
    $22B
  14. 823
    Highland Consulting Associates Inc.Cleveland, OH · 167 clientsAsset manager
    Fidelity 78%Vanguard 22%
    $22B
  15. 828
    Ehrenkranz Partners L.P.New York, NY · 204 clientsWealth manager
    Pershing 93%
    $22B
  16. 850
    Baker Street Advisors, LLCSAN Francisco, CA · 538 clientsWealth managerPublic-company ownedAffiliated broker-dealer
    Schwab 54%Fidelity 46%
    $21B
  17. 874
    Summit Trail Advisors, LLCNew York, NY · 742 clientsWealth managerHybridSummit Trail Securities, LLC
    Pershing 55%Schwab 25%
    $20B
  18. 875
    New Edge WealthStamford, CT · 3,692 clientsWealth managerWrap sponsorHybridMID Atlantic Clearing & Settlement Corporation, Newedge Securities, LLC
    Fidelity 85%
    $20B
  19. 877
    RWA Wealth PartnersBoston, MA · 6,027 clientsWealth manager
    Fidelity 81%
    $20B
  20. 891
    Choreo, LLCRockford, IL · 6,891 clientsWealth managerHybrid
    Schwab 86%
    $19B
  21. 903
    Brighton Jones LLCSeattle, WA · 3,661 clientsWealth manager
    Fidelity 100%
    $19B
  22. 911
    Stratos Wealth Partners, LTDBeachwood, OH · 25,391 clientsWealth managerBank-affiliatedHybridSEI Investments (south Africa) Limited, SEI Investments Distribution Co.
    LPL Financial 76%Fidelity 24%
    $19B
  23. 932
    Townsquare Capital, LLCLehi, UT · 96 clientsAsset managerHybridBrinker Capital Securities, LLC, clears through National Financial Services (Fidelity)
    Schwab 88%
    $18B
  24. 949
    Modera Wealth Management, LLCWestwood, NJ · 6,308 clientsWealth manager
    Schwab 77%Fidelity 23%
    $18B
  25. 952
    Geowealth Management LLCChicago, IL · 51,018 clientsWealth manager
    Schwab 73%Fidelity 27%
    $18B
  26. 959
    Envestnet Portfolio Solutions, Inc.Berwyn, PA · 60,663 clientsWealth managerWrap sponsorHybridEnvestnet Securities, Inc., Fidx Markets LLC
    U.S. Bancorp Investments 89%
    $17B
  27. 970
    Principal Securities, Inc.DES Moines, IA · 51,941 clientsBroker-dealer firmHybridPrincipal Funds Distributor, Inc., Sami Brokerage LLC, clears through National Financial Services (Fidelity)
    Fidelity 100%
    $17B
  28. 971
    Mission Wealth Management, LPSanta Barbara, CA · 5,341 clientsWealth manager
    Fidelity 62%Schwab 38%
    $17B
  29. 973
    Allen Investment Management, LLCNew York, NY · 144 clientsWealth managerAffiliated broker-dealerAllen & Company LLC, clears through Pershing
    Fidelity 37%Schwab 27%
    $17B
  30. 982
    Citizens Private WealthTarrytown, NY · 2,567 clientsWealth managerBank-affiliatedHybridCitizens JMP Securities, LLC, Citizens Securities, Inc.
    Fidelity 54%Schwab 46%
    $17B
  31. 988
    RA Capital Management, LPBoston, MA · 13 clientsPrivate fund adviser
    Fidelity 100%
    $16B
  32. 995
    Independent Financial PartnersTampa, FL · 54,154 clientsWealth managerHybridIFP Securities, LLC, clears through Pershing
    Fidelity 34%Schwab 30%
    $16B
  33. 1006
    FartherSAN Francisco, CA · 14,965 clientsWealth managerWrap sponsorAffiliated broker-dealerFarther Securities, LLC
    Schwab 61%Fidelity 39%
    $16B
  34. 1015
    Concurrent Investment Advisors, LLCTampa, FL · 13,277 clientsWealth managerWrap sponsorHybrid
    Fidelity 74%
    $16B
  35. 1027
    Osaic Advisory Services, LLCAtlanta, GA · 29,898 clientsWealth managerHybridLadenburg Thalmann & Co. Inc., Osaic Institutions, Inc.
    Schwab 70%Fidelity 30%
    $15B
  36. 1034
    Ballentine PartnersWaltham, MA · 353 clientsWealth manager
    Fidelity 100%
    $15B
  37. 1038
    CW Advisors, LLCBoston, MA · 6,542 clientsWealth managerAffiliated broker-dealerLadenburg Thalmann & Co. Inc., Osaic Services, Inc.
    Fidelity 54%Schwab 46%
    $15B
  38. 1058
    Zacks Investment Management, Inc.Chicago, IL · 3,741 clientsAsset managerHybridLbmz Securities, Inc., clears through Interactive Brokers
    Schwab 38%Fidelity 30%
    $15B
  39. 1077
    Congress Asset Management Company, LLPBoston, MA · 8,312 clientsAsset managerHybrid
    Fidelity 100%
    $14B
  40. 1079
    Aptus Capital Advisors, LLCFairhope, AL · 12,707 clientsWealth manager
    Schwab 73%Fidelity 27%
    $14B

RIAs by state