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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. 12469
    Forthright Family Wealth Advisory LLCHouston, TX · 64 clientsWealth manager
    Fidelity 100%
    $191M
  2. 12472
    Apex Wealth Management, LLCBedford, NH · 114 clientsWealth manager
    Schwab 58%Fidelity 42%
    $191M
  3. 12476
    DRH Investments, Inc.Thousand Oaks, CA · 101 clientsWealth manager
    Fidelity 100%
    $191M
  4. 12480
    LFG Wealth Partners, LLCElizabethtown, KY · 360 clientsWealth manager
    Fidelity 62%Altruist 38%
    $191M
  5. 12507
    Financial Independence Advisors, LLCJacksonville, FL · 186 clientsWealth manager
    Fidelity 83%
    $190M
  6. 12508
    Calvert Wealth Management, Inc.Dunkirk, MD · 360 clientsWealth managerHybrid
    Fidelity 100%
    $190M
  7. 12519
    CFS Wealth ManagementMacon, GA · 465 clientsWealth managerHybrid
    Fidelity 100%
    $189M
  8. 12522
    Public Equity Partners2 clientsWealth manager
    Fidelity 100%
    $189M
  9. 12541
    Bristlecone Value Partners, LLCLos Angeles, CA · 94 clientsWealth manager
    Schwab 75%Fidelity 25%
    $188M
  10. 12544
    Timber Point Capital ManagementWhite Plains, NY · 3 clientsAsset manager
    Fidelity 100%
    $188M
  11. 12545
    Métier Capital, LLCAsset manager
    Fidelity 100%
    $188M
  12. 12557
    PactolusVienna, VA · 307 clientsBroker-dealer firmHybridPactolus Securities, LLC
    Fidelity 100%
    $188M
  13. 12558
    Liftpoint Family Wealth Advisors, LLCFar Hills, NJ · 64 clientsWealth manager
    Fidelity 100%
    $188M
  14. 12563
    Colman Knight Advisory Group, LLCActon, MA · 127 clientsWealth manager
    Fidelity 100%
    $188M
  15. 12565
    Finarc Investments, Inc.Norwood, MA · 93 clientsWealth manager
    Schwab 98%
    $188M
  16. 12567
    Infiniti Wealth ManagementBrewster, NY · 171 clientsWealth manager
    Fidelity 100%
    $187M
  17. 12573
    Harbor Asset Planning, Inc.99 clientsWealth manager
    Fidelity 100%
    $187M
  18. 12597
    Block Wealth Management, Inc80 clientsWealth manager
    Schwab 82%
    $186M
  19. 12606
    Merited Wealth, LLCNorth Bay Village, FL · 186 clientsWealth manager
    Fidelity 83%
    $186M
  20. 12613
    Schrum Private Wealth Management, LLCSaint Augustine, FL · 173 clientsWealth manager
    Schwab 78%Fidelity 22%
    $186M
  21. 12631
    Hoffman Capital Advisors LLCCranberry Twp, PA · 370 clientsWealth managerWrap sponsorHybrid
    Fidelity 89%
    $185M
  22. 12632
    Networth Advisors, LLCCanonsburg, PA · 405 clientsWealth managerWrap sponsor
    Fidelity 100%
    $185M
  23. 12633
    Ahara AdvisorsJersey City, NJ · 55 clientsWealth manager
    Fidelity 83%
    $185M
  24. 12634
    Guild Investment Management, Inc.Westlake Village, CA · 90 clientsWealth manager
    Citi 61%Schwab 33%
    $185M
  25. 12650
    Storgate, LLC6 clientsAsset manager
    Fidelity 100%
    $184M
  26. 12651
    Avail Investment Partners, LLCLemont, PA · 144 clientsWealth manager
    Fidelity 89%
    $184M
  27. 12663
    Cooper Financial Services, Inc.Shelton, CT · 1,335 clientsWealth managerHybridCFS Securities, Inc.
    Fidelity 100%
    $184M
  28. 12665
    Authentikos Wealth Advisory LLCNew Braunfels, TX · 432 clientsWealth managerWrap sponsor
    Fidelity 52%Schwab 48%
    $184M
  29. 12669
    High Pines Wealth Management LLCDuxbury, MA · 163 clientsWealth manager
    Fidelity 64%Schwab 36%
    $184M
  30. 12673
    MytimeequityPlano, TX · 512 clientsWealth manager
    Schwab 60%Interactive Brokers 37%
    $184M
  31. 12689
    Miller, Gesko & Company Inc.Buffalo, NY · 80 clientsWealth manager
    Fidelity 100%
    $183M
  32. 12695
    Walton FinancialBirmingham, AL · 256 clientsWealth manager
    Fidelity 100%
    $183M
  33. 12705
    Godfrey Financial Associates, Inc.Glenmont, NY · 395 clientsWealth manager
    Fidelity 100%
    $183M
  34. 12708
    The Pension GroupDublin, OH · 599 clientsWealth manager
    Fidelity 84%
    $182M
  35. 12710
    Clearview Wealth ManagementCharlotte, NC · 144 clientsWealth manager
    Schwab 70%Fidelity 30%
    $182M
  36. 12719
    Allegiance Financial Advisors, Inc.Jacksonville, FL · 338 clientsWealth managerHybrid
    Fidelity 100%
    $182M
  37. 12725
    MRD, Inc.73 clientsWealth manager
    Schwab 52%Fidelity 48%
    $182M
  38. 12735
    Balanced Financial Planning, Inc.Overland Park, KS · 80 clientsWealth manager
    Fidelity 100%
    $181M
  39. 12750
    Cornerstone Investment Advisors, LLCBoulder, CO · 122 clientsWealth manager
    Schwab 83%
    $181M
  40. 12758
    Integrity Capital ManagementKingsport, TN · 361 clientsWealth manager
    Fidelity 100%
    $181M

RIAs by state