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Est. 2026The front page of wealth managementNew York

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RB 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 PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says
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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

354 firms manage $207 billionInteractive Brokers

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. 14523
    Downtown Investment AdvisoryWhite Plains, NY · 59 clientsWealth manager
    Schwab 87%
    $125M
  2. 14643
    United Value Capital, LLC8 clientsWealth manager
    Interactive Brokers 57%U.S. Bank 43%
    $122M
  3. 14647
    KW Wealth Management LLC80 clientsWealth managerHybrid
    Interactive Brokers 100%
    $122M
  4. 14710
    Childress & Co LLC19 clientsAsset manager
    Merrill / Bank of America 60%J.P. Morgan 27%
    $120M
  5. 14714
    Davivienda AdvisorsMiami, FL · 361 clientsAsset managerAffiliated broker-dealerCorredores Davivienda Panama S.A., Davivienda Corredores S.A. Comisionista De Bolsa
    Clearstream Banking S.A. 64%Interactive Brokers 36%
    $120M
  6. 14719
    Sasser Investment Management, Inc.Berkeley, CA · 119 clientsWealth manager
    Schwab 100%
    $120M
  7. 14749
    Abacus Capital AdvisorsPlantation, FL · 48 clientsWealth manager
    Interactive Brokers 85%
    $120M
  8. 14770
    Kailix Advisors LLCAventura, FL · 14 clientsWealth manager
    Schwab 75%Interactive Brokers 25%
    $119M
  9. 14790
    Cardinal Advisers LLC46 clientsWealth manager
    Pershing 78%Interactive Brokers 22%
    $119M
  10. 14800
    Tone Capital, LLCRichmond, VA · 166 clientsWealth manager
    Interactive Brokers 100%
    $118M
  11. 14815
    AEM Asset Management, LLCSomerset, NJ · 45 clientsWealth manager
    Interactive Brokers 100%
    $118M
  12. 14835
    Dunham Lane Capital Partners LLCGreenwich, CT · 147 clientsWealth manager
    Interactive Brokers 100%
    $117M
  13. 14865
    Dynamic Trading Management, LLC.White Plains, NY · 82 clientsWealth managerHybrid
    Interactive Brokers 64%Fidelity 36%
    $117M
  14. 14876
    Greenskeeper Asset Management Inc.Oakville, Ontario, Canada · 94 clientsAsset manager
    Custody and Brokerage 90%
    $116M
  15. 14981
    56 Capital Partners, LTDColorado Springs, CO · 262 clientsWealth manager
    Interactive Brokers 69%Tiaa-Cref Individual & Institutional Services 31%
    $113M
  16. 15019
    Aragon Capital, LLCHomewood, AL · 186 clientsWealth manager
    Schwab 51%Interactive Brokers 49%
    $112M
  17. 15031
    Orchard Capital Management, LLCChicago, IL · 1 clientsAsset manager
    Interactive Brokers 55%J.P. Morgan 45%
    $112M
  18. 15034
    TAM Capital Management Inc23 clientsWealth manager
    Interactive Brokers 100%
    $112M
  19. 15124
    Oxford Wealth ManagementLindon, UT · 66 clientsWealth manager
    Fidelity 75%Interactive Brokers 25%
    $110M
  20. 15130
    Sizemore Capital Management, LLCSAN Isidro, Peru · 81 clientsAsset managerHybrid
    Schwab 82%
    $109M
  21. 15138
    NK Capital LLC4 clientsWealth manager
    Northern Trust 79%
    $109M
  22. 15141
    Lyons Wealth ManagementWinter Park, FL · 112 clientsWealth managerHybrid
    Schwab 61%Interactive Brokers 39%
    $109M
  23. 15166
    Triple Summit Advisors, LLC172 clientsWealth manager
    Schwab 73%Interactive Brokers 27%
    $108M
  24. 15218
    Muse Capital Management LLCSanta Monica, CA · 13 clientsWealth manager
    Schwab 55%J.P. Morgan 25%
    $107M
  25. 15231
    Horse Cove Partners LLCAtlanta, GA · 40 clientsAsset manager
    Interactive Brokers 100%
    $107M
  26. 15250
    Maseco Asia LimitedHong Kong, Hong Kong · 72 clientsWealth manager
    Schwab 70%
    $106M
  27. 15271
    Wallstreeti.comNew York, NY · 87 clientsWealth manager
    Interactive Brokers 100%
    $105M
  28. 15298
    Cruiser Capital Advisors, LLCStamford, CT · 6 clientsPrivate fund adviser
    Pershing 82%
    $104M
  29. 15329
    Naylor & Company105 clientsWealth manager
    Interactive Brokers 100%
    $103M
  30. 15341
    Wealth Strategies GroupNewport Beach, CA · 120 clientsWealth manager
    Interactive Brokers 46%Schwab 44%
    $103M
  31. 15364
    A Sling & A Stone, IncorporatedBurnet, TX · 446 clientsWealth managerHybrid
    Interactive Brokers 74%Mutual Funds 26%
    $102M
  32. 15396
    Brave Eagle Wealth ManagementNew York, NY · 107 clientsWealth manager
    Interactive Brokers 100%
    $101M
  33. 15397
    FC Wealth Solutions LLCWesterville, OH · 163 clientsWealth manager
    Fidelity 90%
    $101M
  34. 15410
    Newsong Capital Management, Inc.Hattiesburg, MS · 142 clientsWealth manager
    Interactive Brokers 100%
    $100M
  35. 15426
    Westmont Advisory, LLCFlower Mound, TX · 7 clientsWealth manager
    Schwab 75%Interactive Brokers 25%
    $100M
  36. 15437
    Bergen Park Capital Management, LLCBigfork, MT · 12 clientsPrivate fund adviser
    Interactive Brokers 100%
    $99M
  37. 15443
    Investor's Advantage87 clientsWealth managerHybrid
    Schwab 97%
    $99M
  38. 15463
    Stratacore Capital Management, LLC.New York, NY · 111 clientsWealth manager
    Schwab 76%Interactive Brokers 24%
    $97M
  39. 15481
    Wise Money IsraelBinyamina, Israel · 175 clientsWealth manager
    Meitav Trade 79%
    $95M
  40. 15488
    Sebetic Advisors, LLC61 clientsWealth manager
    Schwab 69%Interactive Brokers 31%
    $94M

RIAs by state