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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. 10894
    AN Exceptional Life Financial, LLCIndianapolis, IN · 378 clientsWealth manager
    Fidelity 80%
    $259M
  2. 10898
    724 Capital, LLC1,270 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $259M
  3. 10905
    Financial Institution Services, LLC332 clientsWealth manager
    Fidelity 100%
    $259M
  4. 10919
    Malvern Capital ManagementMalvern, PA · 133 clientsWealth manager
    Fidelity 88%
    $258M
  5. 10920
    Kamichu Wealth Management LLC20 clientsWealth manager
    Fidelity 100%
    $258M
  6. 10927
    Carbahal Olsen Financial Services Group LLCDavis, CA · 244 clientsWealth manager
    Fidelity 100%
    $258M
  7. 10930
    IKE Capital, LLC110 clientsWealth manager
    Fidelity 92%
    $257M
  8. 10931
    Clarity Asset Management, Inc.Ames, IA · 271 clientsWealth manager
    Fidelity 100%
    $257M
  9. 10936
    Center for Asset Management, LLCPalm Beach Gardens, FL · 284 clientsWealth manager
    Fidelity 100%
    $257M
  10. 10938
    New Millennium GroupSandy, UT · 895 clientsWealth manager
    Fidelity 100%
    $257M
  11. 10953
    Tudor Financial, Inc.Dayton, OH · 435 clientsWealth managerHybrid
    Fidelity 100%
    $256M
  12. 10957
    Alpha Advisors, LLCRichmond, VA · 116 clientsWealth manager
    Fidelity 100%
    $256M
  13. 10959
    Casilio Leitch InvestmentsWalnut Creek, CA · 220 clientsWealth manager
    Fidelity 100%
    $256M
  14. 10977
    International Private Wealth Advisors LLCSan Diego, CA · 389 clientsWealth manager
    Fidelity 61%Schwab 39%
    $255M
  15. 10978
    Sorenson Impact AdvisorySalt Lake City, UT · 8 clientsAsset manager
    Fidelity 100%
    $255M
  16. 10980
    Garrison Murphy Wealth Management, LLC29 clientsWealth manager
    Fidelity 100%
    $255M
  17. 10993
    O'brien Investment Management, LLCTorrance, CA · 167 clientsWealth manager
    Fidelity 97%
    $254M
  18. 11000
    Integrated Wealth Management, Inc.Uniontown, OH · 530 clientsWealth manager
    Fidelity 100%
    $254M
  19. 11004
    Defined Wealth Management, LLCBeaverton, OR · 154 clientsWealth manager
    Fidelity 100%
    $254M
  20. 11010
    Kalinowsky Asset Management81 clientsWealth manager
    Fidelity 100%
    $254M
  21. 11021
    MHS Advisory Services, LLCMaple Grove, MN · 313 clientsWealth managerHybrid
    Pershing 75%Fidelity 25%
    $253M
  22. 11036
    Mercury Investment GroupMemphis, TN · 101 clientsWealth manager
    Schwab 97%
    $253M
  23. 11042
    Winters Financial Group, Inc.Westlake Village, CA · 273 clientsWealth managerHybrid
    Fidelity 100%
    $252M
  24. 11044
    Morgan Dempsey Capital Management LLCMilwaukee, WI · 464 clientsWealth manager
    Schwab 53%
    $252M
  25. 11045
    QCA Capital Management IncLos Angeles, CA · 117 clientsBroker-dealer firmHybridQuincy Cass Associates, Incorporated, clears through National Financial Services (Fidelity)
    Fidelity 100%
    $252M
  26. 11050
    Bradley & Company Private Wealth Management, LLC59 clientsWealth manager
    Fidelity 100%
    $252M
  27. 11061
    Windward Wealth Strategies, Inc.Oshkosh, WI · 397 clientsWealth manager
    Fidelity 83%
    $251M
  28. 11062
    Graham Capital Wealth Management, LLCWashington, DC · 710 clientsWealth manager
    Fidelity 100%
    $251M
  29. 11083
    Wealthmd CorporationLouisville, KY · 1,061 clientsWealth manager
    Fidelity 80%
    $251M
  30. 11085
    Legend Capital114 clientsPrivate fund adviser
    Fidelity 100%
    $250M
  31. 11092
    Main Street Investment Advisors, LLCNorthbrook, IL · 144 clientsWealth manager
    Fidelity 100%
    $250M
  32. 11096
    Tritonpoint Capital, LLCChevy Chase, MD · 276 clientsWealth manager
    Schwab 81%
    $250M
  33. 11109
    Tidecrest Wealth Management, LLCNewport Beach, CA · 101 clientsWealth manager
    Fidelity 100%
    $250M
  34. 11112
    Processus Wealth & Capital Management, LLC57 clientsWealth manager
    Fidelity 100%
    $250M
  35. 11114
    Calabasas Advisory Group, LLCWestlake Village, CA · 488 clientsWealth manager
    Fidelity 100%
    $250M
  36. 11116
    Chancellor Financial Group WB LPWilkes-Barre, PA · 1,298 clientsWealth manager
    Fidelity 100%
    $249M
  37. 11128
    Michael Brady & Co., LLCWestlake, OH · 218 clientsWealth manager
    Fidelity 100%
    $249M
  38. 11132
    The Clifford Group LLCWayland, MA · 261 clientsWealth managerWrap sponsor
    Fidelity 100%
    $248M
  39. 11135
    Masters Legacy PlanningLinwood, NJ · 146 clientsWealth manager
    Fidelity 100%
    $248M
  40. 11140
    EverspireMidvale, UT · 803 clientsWealth managerHybridM. H. Leblang, Inc.
    Fidelity 80%
    $248M

RIAs by state