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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. 9476
    Hicks Capital Management, LLCColumbus, OH · 252 clientsWealth managerHybrid
    Fidelity 100%
    $345M
  2. 9488
    Bourne Lent Asset Managament, Inc.Pawling, NY · 83 clientsWealth manager
    Fidelity 59%Raymond James 41%
    $344M
  3. 9501
    Williams & Novak Wealth Management, LLCWestlake Village, CA · 285 clientsWealth managerHybrid
    Fidelity 100%
    $343M
  4. 9509
    M3 Advisory Group, LLC341 clientsWealth manager
    Fidelity 100%
    $342M
  5. 9521
    Thomas Wright Asset Management, Inc.San Juan, PR · 30 clientsWealth manager
    Fidelity 100%
    $341M
  6. 9524
    Tiemann Investment Advisors, LLCMenlo Park, CA · 98 clientsWealth manager
    Schwab 75%Fidelity 25%
    $341M
  7. 9531
    Cap Six AdvisorsHouston, TX · 107 clientsAsset manager
    Fidelity 64%Schwab 36%
    $341M
  8. 9545
    Park, Miller, LLCWalnut Creek, CA · 44 clientsWealth manager
    Fidelity 100%
    $340M
  9. 9563
    Amerity Wealth Management, LLCLakeland, FL · 750 clientsWealth manager
    Pershing 28%RL 360 Insurance Company Limited 26%Schwab 25%
    $339M
  10. 9565
    Diversified Financial ManagementNorwell, MA · 144 clientsWealth manager
    Fidelity 82%
    $339M
  11. 9576
    Nicholson Meyer Capital Management, Inc.Kansas City, MO · 268 clientsWealth manager
    Fidelity 100%
    $338M
  12. 9577
    Addington Financial Group LLC94 clientsWealth manager
    Fidelity 100%
    $338M
  13. 9581
    Commerce Advisors, LLCMemphis, TN · 143 clientsWealth managerHybrid
    Fidelity 100%
    $338M
  14. 9584
    Assetgrade, LLCBoston, MA · 171 clientsWealth manager
    Fidelity 100%
    $338M
  15. 9593
    New England Research & Management, Inc.Chicago, IL · 149 clientsWealth manager
    Fidelity 100%
    $337M
  16. 9604
    ADG Wealth Management Group, LLCMetairie, LA · 569 clientsWealth manager
    Fidelity 100%
    $336M
  17. 9605
    RPS Retirement Plan AdvisorsAustin, TX · 31 clientsAsset manager
    Principal Securities 35%Schwab 31%
    $336M
  18. 9616
    Shared Vision Wealth Group192 clientsWealth manager
    Fidelity 50%Schwab 50%
    $336M
  19. 9629
    Aspenridge Wealth AdvisorsFort Worth, TX · 383 clientsWealth manager
    Fidelity 100%
    $335M
  20. 9680
    Elios Financial Group, Inc.Westlake, OH · 290 clientsWealth managerWrap sponsorHybrid
    Schwab 99%
    $332M
  21. 9682
    Rainier Family Wealth, Inc.Tacoma, WA · 113 clientsWealth manager
    Fidelity 100%
    $331M
  22. 9684
    5t Wealth, LLCNapa, CA · 297 clientsWealth manager
    Fidelity 98%
    $331M
  23. 9685
    The McHugh Group, LLC30 clientsWealth managerHybrid
    Fidelity 100%
    $331M
  24. 9687
    Cambridge Financial Group, Inc.Columbus, OH · 318 clientsWealth managerWrap sponsor
    Stifel Nicolaus 27%Securities America 23%
    $331M
  25. 9689
    Advisorengine Portfolio Solutions Inc.Raleigh, NC · 4 clientsAsset manager
    Fidelity 58%Schwab 42%
    $331M
  26. 9695
    Vigilare Wealth Management LLCScottsdale, AZ · 157 clientsWealth manager
    Schwab 74%Fidelity 26%
    $331M
  27. 9699
    Lynch Asset Management, Inc.12 clientsWealth manager
    Fidelity 100%
    $331M
  28. 9700
    Essex Private Wealth Management LLCTopsfield, MA · 216 clientsWealth managerHybridHuntwicke Securities, LLC
    Fidelity 100%
    $331M
  29. 9707
    DAI Wealth, LLCAtlanta, GA · 1,537 clientsWealth managerHybridDAI Securities, LLC
    Fidelity 77%Schwab 23%
    $330M
  30. 9709
    Boston Family Advisors LLCBoston, MA · 39 clientsWealth managerBank-affiliated
    Fidelity 92%
    $330M
  31. 9710
    Stonebridge Financial Planning Group, LLCOrlando, FL · 340 clientsWealth manager
    Fidelity 100%
    $330M
  32. 9720
    Gutierrez Wealth Advisory, LLCLittle Rock, AR · 141 clientsWealth managerHybrid
    Fidelity 100%
    $329M
  33. 9722
    Pearl PlanningDexter, MI · 305 clientsWealth manager
    Raymond James 82%
    $329M
  34. 9723
    Benchmark Investment Advisors LLCChicago, IL · 126 clientsWealth manager
    Fidelity 79%
    $329M
  35. 9734
    Wolf River Capital Management, LLCMemphis, TN · 27 clientsPrivate fund adviser
    BNY 56%Fidelity 44%
    $329M
  36. 9740
    Thomas Story and SON LLCPlymouth, IN · 39 clientsWealth manager
    Fidelity 100%
    $328M
  37. 9746
    Hudson Capital Advisory, Inc.Buffalo, NY · 244 clientsWealth manager
    Fidelity 65%Schwab 35%
    $328M
  38. 9747
    Financial Decisions, LLCNew York, NY · 152 clientsWealth manager
    Schwab 85%
    $328M
  39. 9759
    Avondale Wealth Management LLCWest Lake Hills, TX · 201 clientsWealth managerHybrid
    Fidelity 100%
    $327M
  40. 9765
    Purefi Wealth, LLCBoston, MA · 98 clientsWealth manager
    Fidelity 85%
    $326M

RIAs by state