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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. 13132
    Stewardship CapitalIndependence, MO · 392 clientsWealth manager
    Schwab 71%Fidelity 29%
    $168M
  2. 13133
    TLC Group Investment Advisors, LLCState College, PA · 205 clientsWealth managerHybrid
    Fidelity 77%Hand Benefits & Trust 23%
    $168M
  3. 13151
    Illuminate Wealth ManagementBarrington, IL · 77 clientsWealth manager
    Schwab 59%Fidelity 41%
    $168M
  4. 13176
    Cornerstone Financial Management LLCBurlington, MA · 108 clientsWealth manager
    Fidelity 100%
    $167M
  5. 13193
    AFG Fiduciary ServicesHingham, MA · 159 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $166M
  6. 13194
    Retirement Resources, LLCAuburn Hills, MI · 391 clientsWealth manager
    Fidelity 100%
    $166M
  7. 13196
    Strong Retirement Solutions402 clientsWealth manager
    Fidelity 100%
    $166M
  8. 13204
    Vestpointe Wealth Management, LLCScottsdale, AZ · 116 clientsWealth managerBank-affiliated
    Fidelity 100%
    $166M
  9. 13211
    Captar Private WealthSt. Louis Park, MN · 186 clientsWealth manager
    Fidelity 100%
    $166M
  10. 13216
    Olive Street Capital Partners LLCLos Angeles, CA · 8 clientsWealth manager
    Merrill / Bank of America 38%Schwab 36%Fidelity 25%
    $165M
  11. 13240
    Black Barn Financial, LLCAustin, TX · 154 clientsWealth manager
    Schwab 98%
    $165M
  12. 13246
    Naples Money Management LLCNaples, FL · 184 clientsWealth manager
    Fidelity 79%
    $164M
  13. 13247
    Nobscot Investment Management LLCWellesley, MA · 10 clientsWealth manager
    Fidelity 100%
    $164M
  14. 13254
    ACT Capital Management, LLCWayne, PA · 16 clientsPrivate fund adviser
    Vanguard 87%
    $164M
  15. 13265
    Integrity Wealth Management, Inc.Spokane, WA · 169 clientsWealth manager
    Fidelity 71%Schwab 29%
    $163M
  16. 13272
    Five Eleven PartnersGarden City, NY · 5 clientsWealth manager
    Fidelity 100%
    $163M
  17. 13273
    Main Advisory, Inc.Canonsburg, PA · 214 clientsWealth manager
    Fidelity 54%Axos 46%
    $163M
  18. 13282
    Dedicated Capital Advisors, LLCSan Francisco, CA · 73 clientsWealth manager
    Schwab 53%Fidelity 47%
    $162M
  19. 13287
    Joss Brown Wealth AdvisorsWilliamsburg, VA · 129 clientsWealth manager
    Fidelity 60%Schwab 40%
    $162M
  20. 13298
    Steffens Financial CorpByram Township, NJ · 229 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $162M
  21. 13317
    Sieben Wealth Planning LLC86 clientsWealth manager
    Fidelity 100%
    $161M
  22. 13321
    Broadwater Capital Management LLCBoston, MA · 36 clientsWealth manager
    Fidelity 100%
    $161M
  23. 13326
    Medicus Wealth Planning, Inc.Draper, UT · 196 clientsWealth manager
    Fidelity 100%
    $161M
  24. 13336
    Kelly Wealth Management, Inc.Royal Oak, MI · 529 clientsWealth managerWrap sponsor
    Fidelity 100%
    $161M
  25. 13349
    Fifth SET Private Wealth Management LLC63 clientsWealth manager
    Schwab 64%Fidelity 36%
    $160M
  26. 13362
    Sequinox Wealth Management, LLCLancaster, PA · 761 clientsWealth manager
    Fidelity 100%
    $160M
  27. 13370
    Read & Powell Financial Services, LLCElko, NV · 530 clientsWealth managerWrap sponsor
    Fidelity 100%
    $160M
  28. 13379
    Sycamore Investment Consulting Services, LLCMadison, WI · 42 clientsWealth managerHybridButtonwood Partners, Inc.
    Fidelity 100%
    $160M
  29. 13384
    Adare Asset Management, LLCLancaster, PA · 81 clientsWealth manager
    Fidelity 60%Security National Trust 40%
    $159M
  30. 13385
    Fusco Financial Services IncWilton Manors, FL · 133 clientsWealth managerHybrid
    Fidelity 100%
    $159M
  31. 13388
    Murray Investment Management, LLCHouston, TX · 43 clientsWealth manager
    Fidelity 100%
    $159M
  32. 13389
    Modern Dollar Planning, LLCSt. Louis, MO · 153 clientsWealth manager
    Fidelity 100%
    $159M
  33. 13404
    Altar Rock27 clientsWealth managerHybrid
    Fidelity 100%
    $159M
  34. 13411
    Summitas Investment Management LLC41 clientsWealth manager
    Fidelity 100%
    $159M
  35. 13422
    Gilbert Capital Group144 clientsWealth manager
    Fidelity 100%
    $158M
  36. 13436
    Avocet Capital Management LLCNorthbrook, IL · 40 clientsWealth manager
    Fidelity 100%
    $158M
  37. 13453
    River's EdgeBeaver, PA · 236 clientsWealth managerWrap sponsor
    Fidelity 100%
    $157M
  38. 13454
    Crosspoint Financial, LLCTustin, CA · 282 clientsWealth managerHybrid
    Fidelity 100%
    $157M
  39. 13462
    Moore WealthFrederick, MD · 204 clientsWealth manager
    Fidelity 100%
    $157M
  40. 13468
    Breakwater CapitalKalamazoo, MI · 143 clientsWealth manager
    Fidelity 62%Schwab 25%
    $157M

RIAs by state