Sunday, October 25, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K 55ip Expands Unified Managed Accounts with BlackRockRB 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 Expansion
AtlasFinancial ADVSR
Open free

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. 7899
    Inflection Financial92 clientsAsset manager
    Schwab 49%Fidelity 36%
    $491M
  2. 7903
    Maryland Capital Advisors, Inc.Chester, MD · 190 clientsWealth manager
    Schwab 74%Fidelity 26%
    $491M
  3. 7907
    The Life Wealth GroupWinter Garden, FL · 544 clientsWealth managerHybrid
    Fidelity 99%
    $491M
  4. 7908
    Samalin WealthChappaqua, NY · 544 clientsWealth manager
    Fidelity 100%
    $491M
  5. 7917
    Marquis Wealth Management GroupFort Myers, FL · 321 clientsWealth manager
    Schwab 83%
    $489M
  6. 7920
    Postrock Partners LLCOverland Park, KS · 34 clientsAsset manager
    Fidelity 100%
    $489M
  7. 7926
    Acorn Creek Capital LLCFort Collins, CO · 322 clientsWealth manager
    Fidelity 100%
    $489M
  8. 7933
    Hixon Zuercher Capital ManagementFindlay, OH · 390 clientsWealth manager
    Fidelity 100%
    $488M
  9. 7935
    44 Wealth Management LLCEugene, OR · 237 clientsWealth manager
    Fidelity 100%
    $487M
  10. 7937
    Brown, Lisle/cummings, IncProvidence, RI · 238 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $487M
  11. 7946
    Cornerstone Wealth PlanningCharlotte, NC · 409 clientsWealth manager
    Schwab 81%
    $486M
  12. 7974
    Buttonwood Financial Advisors, Inc.Baltimore, MD · 327 clientsWealth manager
    Fidelity 71%Schwab 29%
    $483M
  13. 7979
    Monte Financial Group, LLCGuilford, CT · 434 clientsWealth manager
    Fidelity 100%
    $482M
  14. 8018
    Midatlantic Capital Management, Inc.Richmond, VA · 172 clientsAsset manager
    Fidelity 82%
    $477M
  15. 8027
    The Invictus Collective, LLCPark Ridge, IL · 16 clientsWealth manager
    Fidelity 61%Stonex Financial 39%
    $476M
  16. 8029
    Wimmer Associates LLCPasadena, CA · 143 clientsWealth manager
    Schwab 82%
    $476M
  17. 8044
    Markowski Investments1,275 clientsWealth manager
    Fidelity 65%Schwab 35%
    $474M
  18. 8054
    Brightside Capital Partners LLCLantana, FL · 1 clientsAsset manager
    Fidelity 100%
    $473M
  19. 8056
    Encompass Wealth Advisors, LLCPortland, OR · 1,343 clientsWealth managerHybrid
    Fidelity 100%
    $473M
  20. 8062
    Zimmerman Wealth Management, LLCEvanston, IL · 225 clientsWealth manager
    Fidelity 100%
    $472M
  21. 8064
    Wealth EffectsBoston, MA · 602 clientsWealth manager
    Fidelity 100%
    $472M
  22. 8073
    Sand Creek Capital, LLCRexburg, ID · 988 clientsWealth managerHybrid
    LPL Financial 47%Fidelity 27%Schwab 26%
    $471M
  23. 8092
    Henry Bragg & Co.Houston, TX · 72 clientsWealth manager
    Schwab 91%
    $469M
  24. 8093
    Capco Asset Management, LLCTampa, FL · 83 clientsWealth manager
    Fidelity 100%
    $469M
  25. 8100
    Fortitude Advisory Group L.L.C.Gig Harbor, WA · 622 clientsWealth managerHybrid
    Raymond James 64%
    $468M
  26. 8107
    Widmann Financial ServicesBowie, MD · 551 clientsWealth managerHybrid
    Fidelity 100%
    $467M
  27. 8110
    Mark Sheptoff Financial Planning LLCGlastonbury, CT · 252 clientsWealth manager
    Fidelity 100%
    $467M
  28. 8116
    Alliance Private Wealth, LLCNorth Reading, MA · 167 clientsWealth managerWrap sponsor
    Fidelity 100%
    $466M
  29. 8125
    Brownlee Wealth ManagementHouston, TX · 86 clientsWealth manager
    Fidelity 88%
    $465M
  30. 8132
    DEW Wealth ManagementScottsdale, AZ · 246 clientsWealth managerWrap sponsor
    Assetmark Brokerage 71%
    $465M
  31. 8133
    Cypress Capital Partners, LLCChicago, IL · 32 clientsWealth manager
    Fidelity 100%
    $464M
  32. 8136
    Obrien Greene & Co IncMedia, PA · 148 clientsWealth manager
    Fidelity 71%Schwab 29%
    $464M
  33. 8142
    Independence Financial Advisors, LLCFranklin, NH · 2,777 clientsWealth managerBank-affiliated
    Fidelity 85%
    $464M
  34. 8147
    Miller Financial Services LLCMarshall, MI · 584 clientsWealth manager
    Tiaa-Cref Individual & Institutional Services 45%Fidelity 34%
    $463M
  35. 8153
    Charter Capital Management, IncBrookfield, WI · 362 clientsWealth managerAffiliated broker-dealerKestra Investment Services, LLC
    Fidelity 100%
    $462M
  36. 8168
    Beta Wealth Group, IncSan Diego, CA · 378 clientsWealth manager
    Fidelity 66%Schwab 34%
    $460M
  37. 8171
    Alpha Financial Partners LLCLexington, KY · 402 clientsWealth manager
    Fidelity 100%
    $460M
  38. 8173
    Beacon AdvisorsAustin, TX · 62 clientsWealth managerWrap sponsor
    Fidelity 41%Schwab 34%Pershing 25%
    $460M
  39. 8174
    Blake Schutter Theil Wealth Advisors, LLCDayton, OH · 192 clientsWealth manager
    Fidelity 54%Schwab 46%
    $459M
  40. 8179
    NIA Impact Capital171 clientsWealth manager
    Fidelity 65%Schwab 35%
    $459M

RIAs by state