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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. 13790
    Lucien Stirling & Gray Advisory Group IncAustin, TX · 147 clientsWealth manager
    Fidelity 94%
    $147M
  2. 13795
    Paramount Associates Wealth ManagementGreenwood Village, CO · 193 clientsWealth managerWrap sponsor
    Fidelity 100%
    $146M
  3. 13796
    Ulta Wealth Management, LLCLas Vegas, NV · 27 clientsWealth manager
    Fidelity 100%
    $146M
  4. 13808
    FMB Retirement ServicesWestlake Village, CA · 45 clientsAsset manager
    Fidelity 45%
    $146M
  5. 13809
    Jefferson Bridge Capital, LLCNashville, TN · 27 clientsAsset manager
    Fidelity 57%Schwab 43%
    $146M
  6. 13813
    Core Alpha, Inc.Rochester, NY · 321 clientsWealth managerHybridMutual Funds Associates Inc.
    Fidelity 82%
    $146M
  7. 13822
    North Compass Financial Advisors, LLCGrand Rapids, MN · 308 clientsWealth manager
    Fidelity 100%
    $146M
  8. 13828
    Parady Wealth ManagementThe Villages, FL · 1,282 clientsWealth managerPublic-company owned
    Fidelity 100%
    $146M
  9. 13829
    Summit Hill Wealth Management, LLCGreenwood Village, CO · 62 clientsWealth manager
    Fidelity 100%
    $146M
  10. 13843
    Blue FinancialCharlotte, NC · 324 clientsWealth manager
    Fidelity 100%
    $145M
  11. 13883
    Shelter Wealth Strategies, LLCHouston, TX · 38 clientsWealth manager
    Fidelity 100%
    $144M
  12. 13884
    Summa Global Advisors, LLCClackamas, OR · 125 clientsWealth manager
    Schwab 66%Fidelity 34%
    $144M
  13. 13892
    Kestrel Wealth Management, LLCSouth Bend, IN · 85 clientsWealth manager
    Fidelity 100%
    $144M
  14. 13897
    Chastain Wealth Management57 clientsWealth manager
    Fidelity 100%
    $144M
  15. 13905
    Servant Financial, LTD.42 clientsWealth manager
    Fidelity 100%
    $144M
  16. 13906
    White Oak Financial Management, IncAsheville, NC · 350 clientsWealth managerWrap sponsor
    Fidelity 100%
    $143M
  17. 13907
    Mayfield Advisors, Inc.Palo Alto, CA · 40 clientsWealth manager
    Schwab 53%Fidelity 47%
    $143M
  18. 13911
    Martinsen Wealth ManagementTempe, AZ · 366 clientsWealth managerWrap sponsor
    Fidelity 100%
    $143M
  19. 13913
    Granite State Retirement Planning, Inc.Bedford, NH · 128 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $143M
  20. 13926
    Applied Fundamental Research, LLCCambridge, MA · 9 clientsPrivate fund adviser
    BNY 55%Fidelity 32%
    $143M
  21. 13937
    Castleton Partners, LLC16 clientsWealth manager
    Fidelity 63%Northern Trust 37%
    $142M
  22. 13943
    LTG Capital LLCFramingham, MA · 92 clientsWealth manager
    Fidelity 68%Schwab 32%
    $142M
  23. 13956
    Stock Management LLC446 clientsWealth manager
    Fidelity 54%Schwab 46%
    $142M
  24. 13958
    Lanier Asset Management, LLCLouisville, KY · 103 clientsWealth manager
    Pershing 57%UMB Financial Services 35%
    $142M
  25. 13966
    Clarity Investments + Planning LLCMount Kisco, NY · 90 clientsWealth manager
    Fidelity 100%
    $141M
  26. 13975
    Gary L. GreenbergEden Prairie, MN · 67 clientsWealth manager
    Fidelity 100%
    $141M
  27. 13979
    Mercurio Wealth AdvisorsLouisville, KY · 460 clientsWealth managerWrap sponsor
    Fidelity 92%
    $141M
  28. 13985
    Liberty Asset ManagementAllentown, PA · 331 clientsWealth managerHybrid
    Fidelity 100%
    $141M
  29. 13989
    Wilmington Trust Investment ManagementWilmington, DE · 74 clientsWealth managerBank-affiliatedAffiliated broker-dealerM&t Securities, Inc., Wilmington Trust Investment Advisors, Inc.
    Fidelity 54%
    $141M
  30. 13996
    RSG Investments LLCOverland Park, KS · 564 clientsWealth manager
    Fidelity 98%
    $141M
  31. 14021
    Legacy PCG, LLCNewport, CA · 71 clientsWealth manager
    Schwab 84%
    $140M
  32. 14024
    Imperity Wealth Alliance LLCMelville, NY · 363 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $140M
  33. 14033
    Alteris Capital Partners, LLCHouston, TX · 88 clientsWealth manager
    Fidelity 100%
    $140M
  34. 14044
    Lane Generational LLC50 clientsWealth manager
    Fidelity 100%
    $139M
  35. 14047
    Benold Financial Planning60 clientsWealth manager
    Fidelity 100%
    $139M
  36. 14049
    Stonebriar Wealth, LLCLehi, UT · 505 clientsWealth manager
    Fidelity 100%
    $139M
  37. 14069
    Hull Wealth ManagementMurfreesboro, TN · 202 clientsWealth manager
    Fidelity 100%
    $139M
  38. 14072
    Centerpiece Wealth AdvisorGreenwood Village, CO · 75 clientsWealth managerWrap sponsor
    Fidelity 100%
    $139M
  39. 14090
    Diversified Wealth Advisors, LLCKansas City, MO · 408 clientsWealth manager
    Fidelity 100%
    $138M
  40. 14093
    Worth Financial Group Inc.Dallas, TX · 58 clientsBroker-dealer firmHybrid
    Schwab 96%
    $138M

RIAs by state