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Est. 2026The front page of wealth managementNew York

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4K Social Security Database Cleanup Corrects 50 Million RecordsRB 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 2026FP 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 Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities
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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. 1906
    Mayflower AdvisorsBoston, MA · 1,225 clientsAsset managerHybrid
    Fidelity 55%Pershing 32%
    $5.8B
  2. 1907
    SYM Financial AdvisorsWinona Lake, IN · 1,959 clientsWealth manager
    Schwab 79%
    $5.8B
  3. 1914
    Threadline WealthBellevue, WA · 1,246 clientsWealth manager
    Schwab 97%
    $5.8B
  4. 1919
    Lasalle St. Investment Advisors, L.L.C.Elmhurst, IL · 14,284 clientsWealth managerHybridLasalle St Securities, L.L.C.
    Fidelity 80%
    $5.7B
  5. 1934
    Sepio Capital, LPSalt Lake City, UT · 295 clientsWealth manager
    Fidelity 100%
    $5.6B
  6. 1936
    DynamicPhoenix, AZ · 5,634 clientsWealth manager
    Schwab 82%
    $5.6B
  7. 1944
    Allegheny Financial GroupPittsburgh, PA · 3,971 clientsWealth managerWrap sponsor
    Fidelity 100%
    $5.6B
  8. 1946
    Stratos Wealth Advisors LLCBeachwood, OH · 5,023 clientsWealth managerBank-affiliatedHybridSEI Investments (south Africa) Limited, SEI Investments Distribution Co.
    Fidelity 61%Schwab 39%
    $5.6B
  9. 1949
    Alphapoint, Inc.Corona Del Mar, CA · 115 clientsAsset manager
    Fidelity 48%
    $5.6B
  10. 1954
    Integrated Advisors Network LLCDallas, TX · 7,612 clientsWealth managerHybrid
    Schwab 66%Fidelity 33%
    $5.5B
  11. 1958
    Crescent Grove AdvisorsLake Forest, IL · 382 clientsWealth manager
    Fidelity 100%
    $5.5B
  12. 1962
    Waldron Private WealthBridgeville, PA · 517 clientsWealth manager
    Fidelity 87%
    $5.5B
  13. 1964
    MJ RetirementCarmel, IN · 193 clientsAsset manager
    Fidelity 75%Empower Retirement 25%
    $5.5B
  14. 1965
    Frontier Asset Management, LLCSheridan, WY · 3,240 clientsAsset manager
    Fidelity 75%Schwab 25%
    $5.5B
  15. 1968
    Disciplined Growth Investors IncMinneapolis, MN · 137 clientsAsset managerHybrid
    Fidelity 44%U.S. Bank 24%
    $5.5B
  16. 1969
    Larson Financial Group, LLCSaint Louis, MO · 4,961 clientsBroker-dealer firmHybridLarson Financial Securities, LLC
    Schwab 83%
    $5.5B
  17. 1972
    Calamos Wealth Management LLCNaperville, IL · 4,308 clientsWealth managerHybridCalamos Financial Services LLC
    Fidelity 100%
    $5.5B
  18. 1984
    True North Advisors, LLCDallas, TX · 1,068 clientsWealth manager
    Schwab 81%
    $5.4B
  19. 2016
    BIP Wealth, LLCAtlanta, GA · 3,146 clientsWealth managerHybrid
    Schwab 61%Fidelity 39%
    $5.3B
  20. 2017
    Alera Investment Advisors, LLCDeerfield, IL · 2,466 clientsAsset managerHybridAlera Securities LLC
    Fidelity 100%
    $5.3B
  21. 2035
    Linscomb Wealth, Inc.Houston, TX · 1,665 clientsWealth managerBank-affiliatedAffiliated broker-dealer
    Schwab 64%Fidelity 36%
    $5.2B
  22. 2039
    GentrustMiami, FL · 277 clientsWealth managerPublic-company ownedHybrid
    Fidelity 66%J.P. Morgan 34%
    $5.2B
  23. 2042
    KrilogySt. Louis, MO · 3,204 clientsWealth managerHybrid
    Schwab 86%
    $5.2B
  24. 2069
    Eversource Wealth Advisors, LLCBirmingham, AL · 4,338 clientsWealth manager
    Schwab 65%Fidelity 35%
    $5.1B
  25. 2074
    New England Private Wealth Advisors, LLCWellesley, MA · 434 clientsWealth manager
    Fidelity 53%Schwab 47%
    $5.1B
  26. 2075
    Pennington Partners & Co., LLCBethesda, MD · 112 clientsWealth manager
    Fidelity 60%Schwab 40%
    $5.1B
  27. 2076
    BakeravenueSan Francisco, CA · 1,024 clientsWealth manager
    Fidelity 74%Schwab 26%
    $5.1B
  28. 2086
    Wellspring Family OfficeCleveland, OH · 148 clientsWealth manager
    Fidelity 100%
    $5.1B
  29. 2090
    Daymark Wealth Partners, LLCCincinnati, OH · 2,107 clientsWealth manager
    Fidelity 57%Schwab 43%
    $5.0B
  30. 2098
    Coastal Bridge AdvisorsWestport, CT · 1,997 clientsWealth managerAffiliated broker-dealer
    Pershing 66%Fidelity 34%
    $5.0B
  31. 2104
    SavvyNew York, NY · 4,613 clientsWealth managerHybridSavvy Wealth Management LLC
    Schwab 57%Fidelity 43%
    $5.0B
  32. 2107
    Meridian Wealth Management, LLCLexington, KY · 5,533 clientsWealth manager
    Schwab 54%Pershing 42%
    $5.0B
  33. 2113
    Slavic Mutual Funds Management Corp.Boca Raton, FL · 655 clientsAsset manager
    Fidelity 76%American Trust Custody 24%
    $5.0B
  34. 2116
    Northcoast Asset Management LLCStamford, CT · 4,486 clientsWealth managerAffiliated broker-dealer
    Fidelity 100%
    $5.0B
  35. 2131
    Granger Management LLCNew York, NY · 15 clientsAsset manager
    Northern Trust 98%
    $4.9B
  36. 2133
    Quotient Wealth Partners, LLCDallas, TX · 2,355 clientsWealth manager
    Fidelity 100%
    $4.9B
  37. 2136
    G10 LLCHunt Valley, MD · 138 clientsPrivate fund adviser
    Northern Trust 76%Fidelity 24%
    $4.9B
  38. 2147
    Heritage Wealth AdvisorsRichmond, VA · 451 clientsWealth manager
    Fidelity 78%
    $4.9B
  39. 2149
    Compound Planning, Inc.New York, NY · 13,653 clientsWealth managerHybrid
    Schwab 63%Fidelity 37%
    $4.8B
  40. 2152
    Chicago Capital, LLCChicago, IL · 838 clientsWealth manager
    Fidelity 86%
    $4.8B

RIAs by state