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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. 10037
    Commons Capital, LLCNeedham, MA · 226 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $307M
  2. 10042
    Kevin M. Gibney and Company, LLCIselin, NJ · 108 clientsWealth manager
    Fidelity 70%Schwab 30%
    $307M
  3. 10044
    Spectra Investment Management, LLCStuart, FL · 49 clientsWealth manager
    Fidelity 66%Northern Trust 34%
    $307M
  4. 10062
    Hendershott Wealth Management, LLCFishers, IN · 158 clientsWealth manager
    Schwab 90%
    $306M
  5. 10071
    MWA Asset ManagementDanvers, MA · 180 clientsWealth manager
    Fidelity 99%
    $306M
  6. 10075
    Stableford Capital LLCScottsdale, AZ · 92 clientsWealth manager
    Fidelity 100%
    $305M
  7. 10082
    Integrity Wealth LLCEugene, OR · 245 clientsWealth manager
    Fidelity 100%
    $305M
  8. 10087
    Black Cypress Capital68 clientsWealth manager
    Fidelity 100%
    $305M
  9. 10112
    Campbell Capital Management IncMiami, FL · 265 clientsWealth manager
    Fidelity 100%
    $303M
  10. 10118
    Albanyadvisor Group LLCAlbany, NY · 412 clientsWealth managerHybrid
    Fidelity 85%
    $303M
  11. 10125
    Summit Group Retirement Planners, Inc.Exton, PA · 247 clientsAsset managerHybrid
    Fidelity 46%LPL Financial 23%
    $302M
  12. 10128
    Core FinancialEl Segundo, CA · 129 clientsWealth managerWrap sponsor
    Fidelity 53%Schwab 38%
    $302M
  13. 10129
    Massachusetts Wealth Management, LLCNorth Andover, MA · 324 clientsWealth manager
    Fidelity 77%Schwab 23%
    $301M
  14. 10141
    Johnson Financial AdvisorsTempe, AZ · 297 clientsWealth managerHybrid
    Fidelity 100%
    $301M
  15. 10147
    Cauble & Harre Wealth Management, Inc.St. Louis, MO · 106 clientsWealth manager
    Fidelity 77%Schwab 23%
    $301M
  16. 10157
    Wealth Advisors Network, Inc.Hastings, NE · 494 clientsWealth managerHybrid
    Fidelity 90%
    $300M
  17. 10160
    Cloud Capital ManagementSeattle, WA · 131 clientsWealth manager
    Schwab 100%
    $300M
  18. 10162
    Optimum Financial Services, LLCJackson, MS · 242 clientsWealth manager
    Fidelity 100%
    $300M
  19. 10165
    Birchcreek Wealth Management, LLCMiami Township, OH · 198 clientsWealth manager
    Fidelity 100%
    $300M
  20. 10174
    Stonecrop Wealth Advisors, LLCWest Chester, PA · 1,230 clientsWealth manager
    Fidelity 100%
    $300M
  21. 10176
    Maner WealthLansing, MI · 492 clientsWealth manager
    Schwab 70%Fidelity 30%
    $299M
  22. 10181
    Peterson Financial Group, Inc.Des Moines, IA · 522 clientsWealth managerWrap sponsor
    Fidelity 100%
    $299M
  23. 10185
    Gatepass Capital, LLCIndependence, OH · 167 clientsWealth manager
    Schwab 60%Fidelity 37%
    $299M
  24. 10186
    Genesia Investments LLCAsset manager
    Fidelity 79%
    $299M
  25. 10195
    Crescent Hill Partners LLCSaratoga Springs, NY · 185 clientsWealth manager
    Fidelity 100%
    $299M
  26. 10198
    Avid Wealth Partners, LLCSan Antonio, TX · 246 clientsWealth manager
    Fidelity 100%
    $299M
  27. 10200
    Bowers Wealth Management, Inc.Glenbrook, NV · 170 clientsWealth manager
    Fidelity 100%
    $299M
  28. 10203
    Kailasa Capital Management LLCPittsburgh, PA · 130 clientsWealth manager
    Fidelity 100%
    $298M
  29. 10205
    Interwealth Management, LLCScottsdale, AZ · 278 clientsWealth manager
    Fidelity 100%
    $298M
  30. 10209
    ITS Asset Management, L.P.North Haven, CT · 598 clientsWealth managerHybrid
    Axos 57%Fidelity 43%
    $298M
  31. 10218
    Tandemgrowth Financial Advisors, LLCAlpharetta, GA · 202 clientsWealth manager
    Fidelity 100%
    $297M
  32. 10219
    Calder Financial GroupAda, MI · 544 clientsWealth manager
    Fidelity 100%
    $297M
  33. 10225
    Matters Capital LLCCoral Gables, FL · 10 clientsWealth manager
    Pershing 54%Schwab 34%
    $297M
  34. 10231
    Letson Investment Management, Inc.105 clientsWealth manager
    Fidelity 100%
    $296M
  35. 10232
    Austin Money Management CorporationAustin, TX · 83 clientsWealth managerHybrid
    Schwab 60%Fidelity 31%
    $296M
  36. 10233
    Alpha Capital Family Office, LLCGreenwood Village, CO · 147 clientsWealth managerWrap sponsor
    Fidelity 100%
    $296M
  37. 10236
    Colbert Investment Management CoMiami, FL · 144 clientsAsset manager
    Fidelity 100%
    $296M
  38. 10263
    M.C. Byrd Wealth Management, LLCBellville, TX · 557 clientsWealth manager
    Fidelity 82%
    $294M
  39. 10275
    Enright, Mollin, Cascio & Ramusevic, Inc.Elmhurst, NY · 111 clientsWealth manager
    Schwab 60%Fidelity 40%
    $294M
  40. 10276
    Private Portfolios, Inc.San Mateo, CA · 267 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $293M

RIAs by state