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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. 11937
    Financial Freedom HouseWaterford, MI · 533 clientsWealth manager
    Schwab 74%Fidelity 26%
    $213M
  2. 11943
    Financial Planning ServicesFort Wayne, IN · 489 clientsWealth managerHybrid
    Pershing 78%
    $213M
  3. 11944
    Harding Wealth, Inc.Tempe, AZ · 169 clientsWealth manager
    Schwab 83%
    $213M
  4. 11964
    Diamant Asset Management, Inc.Ridgefield, CT · 59 clientsWealth manager
    Fidelity 100%
    $212M
  5. 11967
    Regatta Research & Money Management L.L.C.Metairie, LA · 554 clientsWealth manager
    Fidelity 100%
    $211M
  6. 11971
    Centric Advisors, LLCCypress, TX · 943 clientsWealth manager
    Fidelity 75%Schwab 25%
    $211M
  7. 11977
    Apex Investment GroupHudson, MA · 526 clientsWealth manager
    Schwab 52%Fidelity 48%
    $211M
  8. 11983
    Traub Capital ManagementNeedham, MA · 131 clientsWealth manager
    Fidelity 99%
    $211M
  9. 11989
    Sky-Mountain Capital ManagementKetchum, ID · 141 clientsWealth manager
    Fidelity 100%
    $211M
  10. 11994
    Fidelis Wealth AdvisorsCastle Rock, CO · 210 clientsWealth managerHybrid
    Fidelity 96%
    $210M
  11. 11999
    Succession Financial, IncMcKinney, TX · 173 clientsWealth managerWrap sponsor
    Fidelity 100%
    $210M
  12. 12003
    Alcosta Capital Management, Inc.San Ramon, CA · 60 clientsWealth manager
    Fidelity 100%
    $210M
  13. 12006
    Daniel Investment Group Inc.Royal Oak, MI · 214 clientsWealth manager
    Fidelity 100%
    $210M
  14. 12028
    Cannon Beach Financial AdvisorsSan Ramon, CA · 122 clientsWealth manager
    Fidelity 100%
    $209M
  15. 12035
    Capital Asset Management, LLCDenver, CO · 162 clientsWealth managerHybrid
    Fidelity 88%
    $209M
  16. 12042
    Strategic Wealth PlanningRichardson, TX · 196 clientsWealth managerWrap sponsor
    Fidelity 86%
    $209M
  17. 12047
    Financial Life PlannersTempe, AZ · 298 clientsWealth manager
    Fidelity 100%
    $208M
  18. 12048
    SFC Financial LLCSunset Hills, MO · 78 clientsWealth manager
    Fidelity 100%
    $208M
  19. 12050
    Longview Financial Advisors, Inc.Huntsville, AL · 182 clientsWealth manager
    Fidelity 100%
    $208M
  20. 12060
    Capstar Financial Services LLCAustin, TX · 380 clientsWealth managerWrap sponsor
    Fidelity 100%
    $208M
  21. 12070
    Counterweight Private WealthWilmington, NC · 87 clientsWealth manager
    Fidelity 100%
    $207M
  22. 12086
    Masonboro AdvisorsWilmington, NC · 228 clientsWealth manager
    Schwab 55%Fidelity 45%
    $206M
  23. 12095
    Parkview Asset Management, Inc.Oakbrook Terrace, IL · 179 clientsWealth managerWrap sponsor
    Fidelity 100%
    $206M
  24. 12097
    Bauer Wealth Management Inc.Colorado Springs, CO · 162 clientsWealth manager
    Fidelity 100%
    $206M
  25. 12107
    Osbon Capital Management, LLCBoston, MA · 57 clientsWealth manager
    Fidelity 100%
    $205M
  26. 12115
    Flavin Financial Services, Inc.Melbourne, FL · 182 clientsWealth manager
    Fidelity 62%Schwab 38%
    $205M
  27. 12119
    The Herbst Group, LLC190 clientsWealth managerWrap sponsor
    Fidelity 100%
    $205M
  28. 12125
    Broyhill Asset Management, LLCCharlotte, NC · 91 clientsAsset manager
    Fidelity 56%Schwab 44%
    $205M
  29. 12140
    Merkkuri Wealth Advisors LLCJericho, NY · 286 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $204M
  30. 12142
    Teton Wealth Group LLCMurray, UT · 849 clientsWealth manager
    Fidelity 100%
    $204M
  31. 12143
    Gehrig Capital Management, Inc.Merrillville, IN · 652 clientsWealth manager
    Fidelity 100%
    $204M
  32. 12147
    UP North Financial, LLCTraverse City, MI · 337 clientsWealth manager
    Fidelity 100%
    $204M
  33. 12151
    Element Squared Private WealthMinneapolis, MN · 478 clientsWealth manager
    Fidelity 100%
    $203M
  34. 12160
    Ball & Company154 clientsWealth manager
    Fidelity 100%
    $203M
  35. 12161
    Independent Wealth Management, LLCTraverse City, MI · 176 clientsWealth manager
    Fidelity 100%
    $203M
  36. 12169
    Wernau Asset ManagementGloucester, MA · 103 clientsWealth manager
    Fidelity 100%
    $203M
  37. 12171
    Keenan FinancialBoston, MA · 751 clientsWealth manager
    Fidelity 100%
    $202M
  38. 12178
    Abbington Investment Group, LLCSouth Portland, ME · 50 clientsWealth manager
    Fidelity 100%
    $202M
  39. 12181
    McCarthy Wealth & Tax AdvisorsSpringboro, OH · 272 clientsWealth manager
    Fidelity 100%
    $202M
  40. 12185
    Blong FinancialMemphis, TN · 314 clientsWealth manager
    Fidelity 92%
    $202M

RIAs by state