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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

378 firms manage $798 billionLPL Financial

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. 15160
    Finances for Real LifeLompoc, CA · 130 clientsWealth managerHybrid
    LPL Financial 100%
    $109M
  2. 15176
    Cobalt Financial Partners LLC66 clientsWealth managerHybrid
    LPL Financial 100%
    $108M
  3. 15198
    Dove Investment Research and Management, Inc.Irvine, CA · 175 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $107M
  4. 15207
    RS Asset Management, LLCColorado Springs, CO · 251 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $107M
  5. 15212
    Fairway Investment Group, LLCEast Lansing, MI · 844 clientsWealth managerWrap sponsorHybridParadigm Equities, Inc.
    LPL Financial 100%
    $107M
  6. 15235
    Top Private WealthGlastonbury, CT · 150 clientsWealth manager
    LPL Financial 100%
    $106M
  7. 15270
    Morgan-Aly Wealth Management, LLCWaukesha, WI · 157 clientsWealth manager
    LPL Financial 100%
    $105M
  8. 15323
    Lifefocus Financial Advisors, LLCWalla Walla, WA · 107 clientsWealth manager
    LPL Financial 100%
    $104M
  9. 15326
    Stage Wealth Management, Inc.207 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $103M
  10. 15332
    Butterworth Financial LLCDanvers, MA · 140 clientsWealth manager
    LPL Financial 100%
    $103M
  11. 15390
    Rock Creek Wealth ManagementHillsboro, OR · 241 clientsWealth managerHybrid
    LPL Financial 100%
    $101M
  12. 15407
    Miller Wealth ManagementGilbert, AZ · 91 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $100M
  13. 15447
    Backbone Planning Partners LLCLas Vegas, NV · 109 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $98M
  14. 15490
    Circle N Advisors, LLCFishkill, NY · 104 clientsWealth manager
    LPL Financial 100%
    $94M
  15. 15533
    Algorithmic Investment ModelsBoston, MA · 228 clientsAsset manager
    Wells Fargo 75%LPL Financial 25%
    $91M
  16. 15697
    Harvest Capital Assets, LLC247 clientsWealth manager
    LPL Financial 100%
    $72M
  17. 15777
    Seraphim Capital Management, LLC180 clientsWealth manager
    LPL Financial 89%
    $63M
  18. 15916
    Hudson CompaniesPearl River, NY · 172 clientsWealth manager
    LPL Financial 100%
    $49M

RIAs by state