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IN Inheritance conflict is the rule, not the exception, Wells Fargo findsIN 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 you
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Free from Atlas · SEC filings as of October 1, 2026

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

12 firms manage $17 billionFiduciary Trust

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. 1697
    Cannell & Spears LLCNew York, NY · 2,549 clientsWealth managerHybrid
    Fiduciary Trust 42%Schwab 40%
    $7.0B
  2. 3211
    S & Co., Inc.Boston, MA · 383 clientsWealth manager
    Fiduciary Trust 100%
    $2.5B
  3. 3863
    Safford Nicholas H & Co IncRockport, MA · 155 clientsWealth manager
    Northern Trust 36%Fidelity 33%Fiduciary Trust 31%
    $1.8B
  4. 4066
    Penobscot Investment Management Company, Inc.Boston, MA · 562 clientsWealth manager
    Schwab 64%Fidelity 24%
    $1.6B
  5. 4615
    Marble Harbor Investment Counsel, LLCBoston, MA · 213 clientsWealth manager
    Schwab 55%Fidelity 25%
    $1.3B
  6. 5773
    New World Advisors LLCHingham, MA · 105 clientsWealth manager
    Fiduciary Trust 55%Schwab 45%
    $885M
  7. 6609
    Siharum Advisors, LLCBoston, MA · 101 clientsWealth manager
    Fidelity 43%Fiduciary Trust 35%
    $687M
  8. 9729
    Game Creek Capital, LPBoston, MA · 14 clientsPrivate fund adviser
    Fiduciary Trust 73%
    $329M
  9. 9959
    Lagoda Investment Management, L.P.New York, NY · 48 clientsWealth managerPublic-company owned
    Morgan Stanley 41%Fiduciary Trust 40%
    $313M
  10. 12912
    Robert A. Zock & Co.,inc.Sutton, NH · 96 clientsWealth manager
    Fiduciary Trust 84%
    $175M
  11. 13470
    DWV Advisors, LLCEssex Junction, VT · 15 clientsWealth manager
    State Street 52%Fiduciary Trust 23%
    $157M
  12. 13655
    Karani Asset Management LLCNew York, NY · 43 clientsAsset manager
    State Street 57%Fiduciary Trust 30%
    $151M

RIAs by state