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Est. 2026The front page of wealth managementNew York

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IN Private equity leads public pension returns for 14th straight yearIN Medicare gaps leave retirees dangerously exposed to health care costsIN Taxable accounts surpass retirement savings as US households diversify portfoliosIN What a former RIA founder wants advisors to know about AIWM FINNY AI Partners with Visionary Square on ProspectingWM Healthspan Wealth Launches Platform for AdvisorsRB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know
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The RIA database

Atlas 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

4 firms manage $2.2 billionFidelity Clearing Canada ULC

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  1. 4287
    Verecan Capital Management Inc.Halifax, Canada · 2,824 clientsAsset manager
    Fidelity Clearing Canada ULC 100%
    $1.5B
  2. 7487
    Goodreid Investment Counsel Corp.Toronto, Canada · 404 clientsWealth manager
    Fidelity Clearing Canada ULC 68%Scotia Itrade 32%
    $544M
  3. 13880
    Burgess Investment Management and Research Inc.Toronto, Ontario, Canada · 98 clientsWealth manager
    Fidelity Clearing Canada ULC 83%
    $144M
  4. 15975
    Generation Pmca Corp.Toronto, Ontario, Canada · 319 clientsWealth managerHybridGeneration Iacp Inc.
    Fidelity Clearing Canada ULC 100%
    $43M

RIAs by state