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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. 7606
    Benefit Fiduciary Group LLCRichmond, VA · 47 clientsAsset manager
    Vanguard 42%Fidelity 37%
    $529M
  2. 7609
    Navigate Private Wealth, LLCDraper, UT · 1,929 clientsWealth manager
    Fidelity 100%
    $529M
  3. 7630
    Aurdan Capital Management, LLCWayne, PA · 423 clientsWealth manager
    Fidelity 100%
    $526M
  4. 7632
    Graybill Wealth Management, LTD.Elmhurst, IL · 269 clientsWealth manager
    Fidelity 78%Schwab 22%
    $526M
  5. 7635
    Bostonpremier WealthHingham, MA · 754 clientsWealth manager
    Fidelity 100%
    $525M
  6. 7637
    5th Street Advisors, LLCSouthport, CT · 222 clientsWealth manager
    Fidelity 78%Schwab 22%
    $524M
  7. 7642
    Pathway Financial Advisers, LLCAuburn, IN · 822 clientsWealth manager
    Fidelity 100%
    $524M
  8. 7646
    Convergence Investment Partners, LLCPalm Beach Gardens, FL · 441 clientsAsset manager
    Fidelity 72%
    $524M
  9. 7648
    Churchill Financial Advisors, LLCLouisville, KY · 108 clientsWealth managerWrap sponsorHybridChurchill Financial, LLC
    Fidelity 100%
    $523M
  10. 7664
    Kingdom Financial Group, LLCPeoria, AZ · 1,810 clientsWealth managerWrap sponsor
    Fidelity 100%
    $521M
  11. 7667
    Zuraw Financial Advisors, LLCGreensboro, NC · 165 clientsWealth manager
    Schwab 79%
    $520M
  12. 7689
    Chelsea Management CompanyWoodland Hills, CA · 95 clientsAsset manager
    Comerica Bank & Trust 51%Schwab 33%
    $517M
  13. 7690
    Sowa Financial GroupLincoln, RI · 572 clientsWealth managerHybrid
    Fidelity 100%
    $517M
  14. 7720
    Alaethes Wealth, LLC103 clientsWealth manager
    Fidelity 49%Schwab 42%
    $513M
  15. 7724
    GGM Financial LLCColumbus, OH · 423 clientsWealth managerWrap sponsor
    Fidelity 100%
    $513M
  16. 7725
    Wakefield Wealth Management, LllpEnglewood, CO · 157 clientsWealth manager
    Schwab 77%Fidelity 23%
    $513M
  17. 7735
    Florek Financial, LLCDuxbury, MA · 96 clientsWealth manager
    Fidelity 100%
    $511M
  18. 7745
    Aspire Private CapitalCornelius, NC · 709 clientsWealth manager
    Fidelity 100%
    $510M
  19. 7760
    Instrumental Wealth, LLCTampa, FL · 573 clientsWealth manager
    Fidelity 100%
    $508M
  20. 7769
    The LAM Group, Inc.80 clientsWealth manager
    Schwab 80%
    $507M
  21. 7771
    Maltin Wealth Management, Inc.214 clientsWealth managerWrap sponsor
    Fidelity 100%
    $507M
  22. 7772
    Pine Harbor Wealth Management LLCFairfax, VA · 159 clientsWealth manager
    Schwab 74%Fidelity 26%
    $507M
  23. 7776
    Kaufman Rossin Wealth, LLCMiami, FL · 230 clientsWealth managerHybrid
    Schwab 58%Fidelity 42%
    $507M
  24. 7779
    Onyx Financial Advisors, LLCIdaho Falls, ID · 272 clientsWealth manager
    Fidelity 100%
    $506M
  25. 7788
    MKD WealthTroy, MI · 237 clientsWealth manager
    Fidelity 100%
    $506M
  26. 7792
    Oliver Capital ManagementSeattle, WA · 502 clientsWealth manager
    Fidelity 89%
    $506M
  27. 7797
    Legacies Wealth LLCMinnetonka, MN · 87 clientsWealth manager
    Fidelity 100%
    $505M
  28. 7799
    Perceptive Edge Investment Management, Inc.Wayzata, MN · 97 clientsAsset manager
    Fidelity 100%
    $505M
  29. 7802
    Fyra Capital ManagementSt. Charles, MO · 858 clientsWealth managerWrap sponsorHybrid
    Schwab 68%Fidelity 32%
    $504M
  30. 7833
    Elevated Capital Advisors, LLCDraper, UT · 1,007 clientsWealth manager
    Fidelity 100%
    $499M
  31. 7845
    Pitzl FinancialArden Hills, MN · 394 clientsWealth manager
    Fidelity 81%
    $498M
  32. 7855
    Peavine Capital, LLC11 clientsAsset manager
    Fidelity 100%
    $496M
  33. 7862
    Piedmont Capital Management, LLCGreenboro, NC · 96 clientsWealth manager
    Fidelity 100%
    $496M
  34. 7863
    Cherrydale Wealth Management, LLCMontclair, NJ · 76 clientsWealth manager
    Fidelity 100%
    $495M
  35. 7865
    Semmax Financial Advisors, Inc.Winston-Salem, NC · 826 clientsWealth manager
    Fidelity 100%
    $495M
  36. 7871
    JDH Wealth Management, LLCSanta Rosa, CA · 136 clientsWealth manager
    Schwab 75%Fidelity 25%
    $495M
  37. 7873
    Pacific Ridge Capital Partners, LLCLake Oswego, OR · 50 clientsAsset manager
    BNY 73%
    $495M
  38. 7876
    Balanced Wealth Group LLCWestlake, OH · 498 clientsWealth managerWrap sponsor
    Fidelity 100%
    $494M
  39. 7877
    True Wealth Design, LLCAkron, OH · 366 clientsWealth manager
    Schwab 72%Fidelity 28%
    $494M
  40. 7890
    Mastodon Advisory GroupAsset managerHybrid
    Fidelity 100%
    $492M

RIAs by state