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Est. 2026The front page of wealth managementNew York

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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
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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. 8207
    Florida Financial Advisors, LLCTampa, FL · 3,005 clientsWealth managerWrap sponsorHybridTrinity Wealth Securities, L.L.C.
    Fidelity 52%Schwab 48%
    $456M
  2. 8209
    LGT Financial Advisors LLCDallas, TX · 147 clientsWealth manager
    Fidelity 55%Schwab 45%
    $456M
  3. 8218
    Cedar Cove Wealth PartnersBloomington, MN · 2,036 clientsWealth managerWrap sponsor
    Fidelity 100%
    $455M
  4. 8220
    Selective Wealth Management, Inc.Forest, VA · 697 clientsWealth manager
    Schwab 81%
    $455M
  5. 8227
    Wakefield Asset Management, LllpEnglewood, CO · 201 clientsWealth managerWrap sponsor
    Schwab 81%
    $454M
  6. 8237
    IMZ Advisory Inc.Boca Raton, FL · 442 clientsWealth managerHybrid
    Schwab 87%
    $453M
  7. 8239
    Nova R Wealth, Inc.Overland Park, KS · 323 clientsWealth manager
    Fidelity 100%
    $453M
  8. 8251
    Horizon Wealth AdvisorsHouston, TX · 199 clientsWealth manager
    Fidelity 78%Schwab 22%
    $451M
  9. 8254
    Wealthspan Partners, LLCDavenport, IA · 526 clientsWealth manager
    Fidelity 100%
    $451M
  10. 8256
    Kinetic Investment Management, Inc.Los Angeles, CA · 1,460 clientsWealth manager
    Fidelity 100%
    $451M
  11. 8263
    TimonierWinston Salem, NC · 198 clientsWealth manager
    Fidelity 100%
    $450M
  12. 8264
    Global TrustPalm Beach Gardens, FL · 276 clientsWealth manager
    Fidelity 62%Schwab 38%
    $450M
  13. 8269
    Hazard & Siegel Advisory Services LLCDewitt, NY · 150 clientsAsset managerHybridHazard & Siegel, Inc.
    Fidelity 35%Principal Securities 32%
    $450M
  14. 8273
    Silverleafe Capital Partners, LLCGermantown, TN · 179 clientsWealth manager
    Fidelity 100%
    $449M
  15. 8289
    Petra Financial Advisors IncColorado Springs, CO · 378 clientsWealth manager
    Schwab 57%Fidelity 22%
    $447M
  16. 8302
    Arcadia Wealth Management, LLCManchester, NH · 669 clientsWealth manager
    Fidelity 100%
    $446M
  17. 8324
    O'boyle Wealth Management, Inc.Beverly Hills, CA · 410 clientsWealth managerWrap sponsor
    Fidelity 85%
    $444M
  18. 8325
    Carolina Qualified Retirement Plan Advisers, LLC45 clientsAsset manager
    Ascensus Broker Dealer Services 75%
    $444M
  19. 8327
    Pavion Blue Capital, LLCNewport Beach, CA · 172 clientsWealth manager
    Fidelity 100%
    $444M
  20. 8334
    Financial FreedomCincinnati, OH · 114 clientsWealth manager
    Fidelity 100%
    $443M
  21. 8336
    Greykasell Wealth Strategies, Inc.Danville, CA · 124 clientsWealth manager
    Fidelity 79%
    $443M
  22. 8339
    Spiegelman Wealth Management, Inc.Walnut Creek, CA · 183 clientsWealth managerWrap sponsor
    Fidelity 100%
    $443M
  23. 8360
    Rise Advisors, LLCRochester, NY · 472 clientsWealth manager
    Fidelity 100%
    $441M
  24. 8361
    Owls Nest PartnersChadds Ford, PA · 6 clientsPrivate fund adviser
    BNY 32%Northern Trust 25%Pershing 23%
    $441M
  25. 8366
    Black Diamond Financial, LLC92 clientsWealth managerWrap sponsorHybridLadenburg Thalmann & Co. Inc.
    Schwab 86%
    $441M
  26. 8379
    The Moorings Group, LLC124 clientsWealth manager
    Fidelity 62%BNY 38%
    $440M
  27. 8383
    Bates Financial Advisors, Inc.Rockford, IL · 399 clientsWealth managerHybridBates Securities, Inc.
    Fidelity 85%
    $439M
  28. 8385
    Fortress Wealth GroupWinter Park, FL · 384 clientsWealth manager
    Fidelity 100%
    $439M
  29. 8386
    Spivak Asset Management, LLCAvon, CT · 63 clientsWealth manager
    Fidelity 100%
    $439M
  30. 8392
    Shawspring Partners, LLCBoston, MA · 7 clientsPrivate fund adviser
    Northern Trust 40%BNY 37%Fidelity 23%
    $439M
  31. 8402
    Cayside PartnersJupiter, FL · 69 clientsWealth manager
    Fidelity 100%
    $438M
  32. 8404
    Access Financial Services, Inc.Minneapolis, MN · 322 clientsWealth managerHybrid
    Schwab 99%
    $438M
  33. 8406
    The Lloyd Advisory GroupSuwanee, GA · 1,262 clientsWealth managerWrap sponsor
    Fidelity 97%
    $438M
  34. 8409
    Peachtree Wealth Advisors, IncAtlanta, GA · 503 clientsWealth managerHybrid
    Fidelity 100%
    $437M
  35. 8414
    Blueprint Investing LLCSan Francisco, CA · 42 clientsWealth manager
    Schwab 79%
    $436M
  36. 8421
    Precision Financial ServicesMine Hill, NJ · 528 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $436M
  37. 8423
    Advisorstrust Partners LLCRaleigh, NC · 184 clientsWealth managerHybrid
    Schwab 56%Fidelity 44%
    $435M
  38. 8437
    Retire AgileHermantown, MN · 188 clientsWealth managerWrap sponsor
    Schwab 71%Fidelity 29%
    $434M
  39. 8440
    Waypoint Wealth Counsel LLCAtlanta, GA · 176 clientsWealth manager
    Schwab 81%
    $433M
  40. 8459
    ETF Portfolio Partners, Inc.Leawood, KS · 443 clientsWealth manager
    Fidelity 100%
    $431M

RIAs by state