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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. 10280
    Pelkonen and Associates LLCMelville, NY · 317 clientsWealth manager
    Fidelity 100%
    $293M
  2. 10287
    Hemming& Wealth Management, Inc.Traverse City, MI · 446 clientsWealth manager
    Fidelity 100%
    $293M
  3. 10291
    Exceptional Wealth & Family OfficeColorado Springs, CO · 206 clientsWealth manager
    Schwab 57%Fidelity 43%
    $292M
  4. 10300
    Dudley Capital Management LLCMiddleburg, VA · 110 clientsWealth manager
    Fidelity 100%
    $292M
  5. 10303
    Sugar Maple Asset Management, LLCSister Bay, WI · 208 clientsWealth manager
    Fidelity 100%
    $292M
  6. 10310
    Epiq Partners, LLCMinneapolis, MN · 93 clientsWealth manager
    Schwab 90%
    $291M
  7. 10325
    Gimbal Financial, LLCCarmel, IN · 388 clientsWealth managerWrap sponsor
    Fidelity 100%
    $290M
  8. 10330
    Pomona Wealth Management, LLC41 clientsAsset manager
    Schwab 72%Fidelity 25%
    $290M
  9. 10339
    Grant Koehler & Levin LTD.191 clientsWealth manager
    Fidelity 100%
    $289M
  10. 10365
    Kanani Advisory Group Inc.Irvine, CA · 598 clientsWealth manager
    Fidelity 75%Schwab 25%
    $288M
  11. 10367
    Financial Independence, LLCWarwick, RI · 279 clientsWealth manager
    Fidelity 100%
    $288M
  12. 10376
    Burkholder & Associates, LLCWashington, DC · 93 clientsWealth managerHybrid
    Fidelity 100%
    $287M
  13. 10378
    Valtrion Capital Management, LLCFranklin, TN · 188 clientsWealth managerBank-affiliated
    Schwab 57%Fidelity 43%
    $287M
  14. 10380
    Valley Financial GroupAmbler, PA · 508 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $287M
  15. 10387
    Pathways Wealth Management, Inc.508 clientsWealth manager
    Fidelity 100%
    $287M
  16. 10389
    Lynx Capital Group LTD71 clientsWealth manager
    Fidelity 100%
    $287M
  17. 10395
    Tritonpoint Partners, LLCChevy Chase, MD · 74 clientsWealth manager
    Fidelity 100%
    $286M
  18. 10401
    Schulhoff & Co IncCincinnati, OH · 90 clientsWealth manager
    Fidelity 100%
    $286M
  19. 10405
    The Holland Group, Retirement Wealth Advisors, LLCClearwater, FL · 755 clientsWealth managerWrap sponsor
    Fidelity 100%
    $286M
  20. 10406
    Synchronous Wealth Advisors LLC61 clientsWealth manager
    Fidelity 100%
    $286M
  21. 10414
    Omnistar Financial Group, Inc.Wilmington, NC · 261 clientsWealth manager
    Fidelity 100%
    $286M
  22. 10420
    Ayrshire Capital Management LLCWestport, CT · 111 clientsWealth manager
    Schwab 71%Fidelity 29%
    $285M
  23. 10431
    Oath Planning, LLCTulsa, OK · 502 clientsWealth manager
    Fidelity 60%Altruist 32%
    $285M
  24. 10434
    Open Window Financial Solutions, LTD.Reno, NV · 101 clientsWealth manager
    Fidelity 100%
    $284M
  25. 10437
    Benningfield Financial Advisors, LLCSan Francisco, CA · 48 clientsWealth manager
    Fidelity 100%
    $284M
  26. 10464
    Peace of Mind Wealth ManagementRaleigh, NC · 329 clientsWealth manager
    Schwab 87%
    $283M
  27. 10470
    Bulman Wealth GroupRoseville, CA · 556 clientsWealth manager
    Fidelity 86%
    $283M
  28. 10477
    Oaktree Advisors LLCCoopersburg, PA · 386 clientsWealth managerHybrid
    Fidelity 100%
    $283M
  29. 10486
    Beatrice Advisors LPNew York, NY · 20 clientsWealth manager
    Fidelity 53%J.P. Morgan 24%Schwab 23%
    $282M
  30. 10490
    HMS Investment AdvisorsNashville, TN · 162 clientsWealth manager
    Fidelity 44%Schwab 42%
    $282M
  31. 10494
    Copperleaf Capital, LLCClover, SC · 314 clientsWealth manager
    Fidelity 98%
    $282M
  32. 10507
    Riverbend Wealth Management, LLCMyrtle Beach, SC · 187 clientsWealth managerWrap sponsor
    Fidelity 100%
    $281M
  33. 10508
    RCS Financial Planning, LLCAnnapolis, MD · 220 clientsWealth manager
    Fidelity 65%Schwab 35%
    $281M
  34. 10518
    DBS Investment Advisers, LLCBay City, MI · 591 clientsWealth manager
    Fidelity 63%Ascensus Trust 28%
    $280M
  35. 10522
    Rockingstone AdvisorsGreat Barrington, MA · 61 clientsWealth manager
    Schwab 57%Fidelity 43%
    $280M
  36. 10531
    Tandem Capital Management, Inc.Woodcliff Lake, NJ · 93 clientsWealth manager
    Fidelity 100%
    $280M
  37. 10534
    Members Wealth LLCMedia, PA · 166 clientsWealth manager
    Fidelity 100%
    $280M
  38. 10541
    Pathworks Financial, Inc.Novi, MI · 410 clientsWealth managerWrap sponsor
    Fidelity 73%Schwab 27%
    $279M
  39. 10561
    Lexington Hill Partners, LLCDallas, TX · 57 clientsWealth manager
    Schwab 70%Fidelity 30%
    $278M
  40. 10572
    Foronjy FinancialSanta Barbara, CA · 187 clientsWealth manager
    LPL Financial 73%Fidelity 23%
    $278M

RIAs by state