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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. 11413
    Northland Capital ManagementVirginia, MN · 283 clientsWealth manager
    Fidelity 100%
    $235M
  2. 11414
    Camelotta AdvisorsSan Francisco, CA · 61 clientsWealth manager
    Fidelity 88%
    $235M
  3. 11419
    Watercolor FinancialAustin, TX · 152 clientsWealth manager
    Fidelity 100%
    $235M
  4. 11435
    Helium Advisors LLCVancouver, WA · 279 clientsWealth manager
    Fidelity 59%Schwab 30%
    $234M
  5. 11439
    The Aranda Group Advisors, LLCJenkintown, PA · 159 clientsWealth manager
    Fidelity 100%
    $234M
  6. 11442
    Adaptation Financial Advisors Inc.Oklahoma City, OK · 690 clientsWealth managerHybrid
    Fidelity 56%Schwab 44%
    $234M
  7. 11452
    Holos Integrated WealthKennett Square, PA · 225 clientsWealth manager
    Fidelity 100%
    $233M
  8. 11455
    Anchor Wealth Management Group LLCWest Palm Beach, FL · 209 clientsWealth manager
    Fidelity 97%
    $233M
  9. 11461
    Oberon Asset Management, LLCNew York, NY · 48 clientsWealth manager
    Fidelity 100%
    $233M
  10. 11462
    Klein Pavlis & Peasley Financial, Inc.Irvine, CA · 338 clientsWealth manager
    Schwab 100%
    $233M
  11. 11465
    Foundry Financial LLCPasadena, CA · 184 clientsWealth manager
    Fidelity 55%Schwab 45%
    $233M
  12. 11479
    Shelter Rock Management, LLCJericho, NY · 142 clientsWealth manager
    Fidelity 99%
    $232M
  13. 11480
    Conway Capital Management, Inc.Burbank, CA · 68 clientsWealth manager
    Fidelity 100%
    $232M
  14. 11487
    Heisten Wrenn Private Wealth, LLCAnchorage, AK · 224 clientsWealth manager
    Fidelity 100%
    $232M
  15. 11489
    Yardley Wealth Management LLCYardley, PA · 169 clientsWealth manager
    Schwab 77%Fidelity 23%
    $232M
  16. 11497
    Andrew Hill Investment Advisors, Inc.Naples, FL · 253 clientsWealth manager
    Fidelity 100%
    $231M
  17. 11498
    BXM Wealth LLCEnglewood, CO · 61 clientsWealth manager
    Fidelity 97%
    $231M
  18. 11504
    Sachem Investment Counsel LLC11 clientsWealth manager
    UBS 92%
    $231M
  19. 11508
    Concorde Financial ResourcesYork, SC · 235 clientsWealth managerHybrid
    Fidelity 100%
    $231M
  20. 11514
    Forest Asset Management LLCRiverside, IL · 114 clientsWealth manager
    Fidelity 70%Schwab 30%
    $231M
  21. 11519
    Aljen Asset Management LLCCedar Knolls, NJ · 456 clientsWealth manager
    Fidelity 100%
    $230M
  22. 11523
    MOS Capital, Inc.120 clientsWealth manager
    Fidelity 100%
    $230M
  23. 11526
    Primoris Wealth Advisors, LLCNorth Palm Beach, FL · 429 clientsWealth manager
    Fidelity 100%
    $230M
  24. 11527
    Granite Islands Private Wealth, LLCGuilford, CT · 491 clientsWealth managerHybrid
    Fidelity 100%
    $230M
  25. 11530
    Wlth Capital Management, LLCChandler, AZ · 81 clientsWealth manager
    Schwab 69%Fidelity 31%
    $230M
  26. 11532
    Tableaux WealthGreat Barrington, MA · 209 clientsWealth manager
    Fidelity 63%Schwab 37%
    $230M
  27. 11533
    Cygnus Capital Advisors, LLCAtlanta, GA · 1 clientsAsset manager
    Fidelity 100%
    $230M
  28. 11541
    Sterling Investment Advisors,llcBolivar, MO · 269 clientsWealth manager
    Fidelity 100%
    $229M
  29. 11542
    Powell WealthCornelius, NC · 108 clientsWealth manager
    Fidelity 100%
    $229M
  30. 11543
    Antonelli Financial Advisors, LLCGrosse Pointe, MI · 193 clientsWealth manager
    Fidelity 86%
    $229M
  31. 11556
    Westview Investment AdvisorsBurlington, VT · 165 clientsWealth manager
    Fidelity 54%Schwab 46%
    $229M
  32. 11558
    Atlasmark Financial, Inc.Austin, TX · 133 clientsWealth manager
    Fidelity 100%
    $229M
  33. 11559
    Calderwood Financial Strategies, Inc.Houston, TX · 69 clientsAsset manager
    Fidelity 64%SEI 36%
    $229M
  34. 11569
    Bay Capital Advisors, LLCVirginia Beach, VA · 195 clientsWealth manager
    Schwab 81%
    $228M
  35. 11571
    Boyar Asset Management, Inc.New York, NY · 210 clientsWealth manager
    Fidelity 100%
    $228M
  36. 11580
    Lansdowne Wealth Management, LLCMystic, CT · 357 clientsWealth manager
    Fidelity 100%
    $228M
  37. 11587
    The Wealthgarden F.S. LLCEl Segundo, CA · 236 clientsWealth manager
    Fidelity 56%Schwab 44%
    $228M
  38. 11611
    Connected Wealth Solutions, LLCLa Grande, OR · 318 clientsWealth manager
    Fidelity 100%
    $226M
  39. 11634
    D'arcy Capital Management, LLCSan Diego, CA · 106 clientsWealth manager
    Fidelity 100%
    $226M
  40. 11642
    Principium Investments LLC236 clientsWealth manager
    Fidelity 100%
    $225M

RIAs by state