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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. 11671
    Bucket List Wealth Management, LLCThe Villages, FL · 482 clientsWealth manager
    Schwab 65%Fidelity 35%
    $224M
  2. 11682
    Pacific Peak Advisors, LLCKetchum, ID · 186 clientsWealth managerHybrid
    Fidelity 100%
    $224M
  3. 11686
    Beacon Capital Advisory GroupCharlotte, NC · 184 clientsWealth manager
    Fidelity 100%
    $224M
  4. 11690
    Wincap Financial LLCBoston, MA · 270 clientsWealth managerWrap sponsor
    Schwab 67%Fidelity 33%
    $223M
  5. 11709
    Flax Pond Capital, LLC120 clientsWealth manager
    Fidelity 100%
    $222M
  6. 11720
    Via IV Investments, LLCBurr Ridge, IL · 532 clientsWealth manager
    Fidelity 87%
    $222M
  7. 11738
    DWR Wealth Management, LLCSan Jose, CA · 189 clientsWealth manager
    Fidelity 100%
    $221M
  8. 11750
    Strategic Financial Planning, Inc.Plano, TX · 62 clientsWealth manager
    Schwab 88%
    $221M
  9. 11753
    Hughes Warren, Inc.Edmond, OK · 808 clientsWealth manager
    Fidelity 100%
    $221M
  10. 11754
    Great Gable Wealth Management, LLCBeverly Hills, CA · 301 clientsWealth manager
    Schwab 56%Fidelity 44%
    $221M
  11. 11763
    Terra Nova Asset Management LLCNew York, NY · 69 clientsWealth manager
    Fidelity 100%
    $220M
  12. 11767
    Reicon Wealth Advisors, LLCAtlanta, GA · 59 clientsWealth manager
    Fidelity 100%
    $220M
  13. 11782
    Copper Leaf Financial, LLCWilliston, VT · 155 clientsWealth manager
    Fidelity 68%Schwab 32%
    $220M
  14. 11786
    Slocum, Gordon & Co. LLPNewport, RI · 131 clientsWealth manager
    Fidelity 100%
    $219M
  15. 11789
    Four Quadrant Wealth Advisors, Inc.Carmel, IN · 100 clientsWealth manager
    Fidelity 100%
    $219M
  16. 11796
    Vaughan and Company Securities, Inc.Ridgewood, NJ · 193 clientsWealth manager
    Fidelity 100%
    $219M
  17. 11800
    Capital Consulting & Asset ManagementLincoln, NE · 180 clientsWealth managerHybrid
    Fidelity 100%
    $219M
  18. 11804
    Park Square Financial Group LLCRoswell, GA · 430 clientsWealth managerWrap sponsor
    Fidelity 82%
    $219M
  19. 11813
    Highpass Asset Management LLCDenver, CO · 95 clientsWealth manager
    Fidelity 100%
    $218M
  20. 11817
    Rockbridge Asset Management, LLCAlexandria, VA · 58 clientsWealth manager
    Fidelity 89%
    $218M
  21. 11818
    Allstreet Capital LLCLos Angeles, CA · 120 clientsWealth managerWrap sponsor
    Fidelity 100%
    $218M
  22. 11839
    Grange Capital, LLCBeaverton, OR · 259 clientsWealth manager
    Schwab 68%Fidelity 32%
    $217M
  23. 11840
    New Horizon Financial Strategies, LLCIthaca, NY · 261 clientsWealth manager
    Fidelity 58%
    $217M
  24. 11842
    Polaris Investment Advisors, LLCFramingham, MA · 138 clientsWealth manager
    Fidelity 100%
    $217M
  25. 11845
    Cutter Financial Group LLCFalmouth, MA · 521 clientsWealth manager
    Fidelity 100%
    $217M
  26. 11850
    Etre LLCCambridge, MA · 60 clientsWealth manager
    Fidelity 100%
    $217M
  27. 11861
    Prosperity Advisory Group LLCVictor, NY · 244 clientsWealth managerWrap sponsor
    Fidelity 100%
    $216M
  28. 11876
    Illumine Investment Management, LLCPoulsbo, WA · 90 clientsWealth manager
    Fidelity 91%
    $215M
  29. 11877
    Dishmi Capital, LLCPasadena, CA · 76 clientsWealth managerWrap sponsor
    Fidelity 95%
    $215M
  30. 11882
    Broadway Advisor GroupAlbany, NY · 321 clientsWealth manager
    Interactive Brokers 55%Fidelity 45%
    $215M
  31. 11885
    Powerhouse Assets LLC61 clientsWealth manager
    Fidelity 100%
    $215M
  32. 11906
    Objective Capital Management, LLCFairlawn, OH · 115 clientsWealth manager
    Fidelity 100%
    $214M
  33. 11912
    Compass Planning Associates, Inc.72 clientsWealth manager
    Fidelity 100%
    $214M
  34. 11913
    Insight Financial ServicesOverland Park, KS · 444 clientsWealth manager
    Fidelity 100%
    $214M
  35. 11919
    Global Trust Wealth Management LLCWest Palm Beach, FL · 91 clientsWealth manager
    Fidelity 80%
    $214M
  36. 11921
    Daniels & Erickson Financial Advisors, LLCDallas, TX · 65 clientsWealth manager
    Fidelity 100%
    $214M
  37. 11923
    Gunn & Company Investment Management, Inc.Jacksonville, FL · 183 clientsWealth manager
    Fidelity 100%
    $214M
  38. 11926
    Cedarwood WealthHighlands Ranch, CO · 115 clientsWealth manager
    Fidelity 100%
    $213M
  39. 11928
    724 Asset Management, LLC1 clientsAsset manager
    Fidelity 100%
    $213M
  40. 11931
    Miai, Inc.Dallas, TX · 276 clientsWealth managerHybridMaplewood Investments, Inc.
    Fidelity 100%
    $213M

RIAs by state