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IN Shareholder support rebounds even as proxy proposals hit new lowIN AI governance gaps leave RIAs exposed to a new wave of cyber threatsIN Home affordability crisis deepens as mortgage rates and hidden costs riseFP Year-end tax planning: 5 moves advisors should review with clients4K 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 goods
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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. 14394
    Ralicki Wealth Management & Trust ServicesStuart, FL · 113 clientsWealth manager
    Fidelity 93%
    $129M
  2. 14396
    Infinity Advisory GroupPortage, MI · 208 clientsWealth manager
    Fidelity 100%
    $129M
  3. 14405
    Pasnau Investment Management, Inc.233 clientsWealth manager
    Fidelity 100%
    $129M
  4. 14418
    Indfin LLC55 clientsWealth manager
    Fidelity 87%
    $128M
  5. 14427
    Ydream Financial Services, Inc.125 clientsWealth manager
    Fidelity 100%
    $128M
  6. 14434
    Opus Private Wealth Group, LLCOrange, CA · 142 clientsWealth managerWrap sponsor
    Fidelity 100%
    $128M
  7. 14435
    Breakwater Financial, LLCNeedham, MA · 62 clientsWealth manager
    Fidelity 100%
    $128M
  8. 14441
    GPS InvestmentsScottsdale, AZ · 85 clientsWealth managerHybrid
    Fidelity 85%
    $128M
  9. 14452
    WE Financial GroupSan Francisco, CA · 140 clientsWealth manager
    Schwab 84%
    $127M
  10. 14457
    2 Knights Wealth Management, LLCPepper Pike, OH · 59 clientsWealth manager
    Fidelity 98%
    $127M
  11. 14460
    Moore Financial Advisors, LTD.Belmont, MA · 92 clientsWealth manager
    Fidelity 57%Altruist 43%
    $127M
  12. 14463
    Synergy Wealth Management, LLCGrand Rapids, MI · 282 clientsWealth manager
    Schwab 93%
    $127M
  13. 14472
    Ashwood AdvisorsMedfield, MA · 110 clientsWealth managerHybrid
    Fidelity 100%
    $127M
  14. 14485
    Twin Gryphon Advisors LLCMarshfield, MA · 50 clientsWealth manager
    Fidelity 100%
    $127M
  15. 14487
    RIA Wealth Advisors, LLCRound Rock, TX · 241 clientsWealth manager
    Fidelity 100%
    $126M
  16. 14501
    VIP Planners, Inc.Roanoke, VA · 209 clientsWealth manager
    Fidelity 100%
    $126M
  17. 14502
    Adirondack Research & Management Inc.Guilderland, NY · 85 clientsWealth manager
    Fidelity 100%
    $126M
  18. 14506
    Thielen Capital CorporationLadera Ranch, CA · 82 clientsWealth manager
    Schwab 80%
    $126M
  19. 14511
    BSC Capital Partners, LLCWest Des Moines, IA · 321 clientsWealth manager
    Fidelity 100%
    $126M
  20. 14524
    The Gardner GroupDallas, TX · 134 clientsWealth manager
    Fidelity 81%
    $125M
  21. 14527
    Konza Global Wealth GroupOverland Park, KS · 112 clientsWealth manager
    Schwab 86%
    $125M
  22. 14531
    Cantlon Financial Planning LLC99 clientsWealth manager
    Fidelity 100%
    $125M
  23. 14532
    44 North Capital, LLCBurlington, VT · 438 clientsWealth managerWrap sponsor
    Fidelity 100%
    $125M
  24. 14570
    T.R.U.E. Coastal Capital, LLCSavannah, GA · 156 clientsWealth managerHybrid
    Fidelity 76%Schwab 24%
    $124M
  25. 14571
    JMH Wealth Management, LLCHanover, NH · 80 clientsWealth manager
    Fidelity 100%
    $124M
  26. 14579
    Infinity 8 Investments, LLCCupertino, CA · 65 clientsWealth managerWrap sponsor
    Fidelity 100%
    $124M
  27. 14583
    IM Wealth PartnersBlue Bell, PA · 17 clientsWealth managerHybrid
    Fidelity 100%
    $124M
  28. 14590
    Schuylkill Financial, LLCWyomissing, PA · 127 clientsWealth manager
    Fidelity 100%
    $124M
  29. 14596
    Zuckerman Capital Management, LLCLos Angeles, CA · 136 clientsWealth manager
    Fidelity 66%Schwab 34%
    $123M
  30. 14604
    Lang & Becker, Inc.Washington, MO · 138 clientsWealth managerHybrid
    Fidelity 100%
    $123M
  31. 14605
    Davies Financial Advisors, Inc.Murrieta, CA · 171 clientsWealth manager
    Fidelity 65%Schwab 35%
    $123M
  32. 14615
    Contango Wealth Management LLCOakland, CA · 94 clientsWealth manager
    Schwab 91%
    $123M
  33. 14619
    Wassaw Sound Management, LLCSavannah, GA · 9 clientsWealth manager
    Fidelity 100%
    $123M
  34. 14631
    V3limited LLCRadnor, PA · 57 clientsWealth manager
    Fidelity 60%Merrill / Bank of America 40%
    $122M
  35. 14633
    Integrated Wealth Advisors, LLCBellevue, WA · 86 clientsWealth manager
    Fidelity 100%
    $122M
  36. 14637
    FSC Wealth Advisors, LLCFishkill, NY · 688 clientsWealth managerHybrid
    Broadridge Business Process Outsourcing 38%Fidelity 37%Schwab 25%
    $122M
  37. 14641
    Apex Wealth Advisors LLC223 clientsWealth managerHybrid
    Fidelity 99%
    $122M
  38. 14684
    ALO Financial PlanningMount Prospect, IL · 67 clientsWealth manager
    Fidelity 100%
    $121M
  39. 14698
    10elms LLPTulsa, OK · 37 clientsWealth managerWrap sponsor
    Schwab 100%
    $121M
  40. 14704
    Trott Brook FinancialAnoka, MN · 155 clientsWealth managerHybrid
    Fidelity 100%
    $120M

RIAs by state