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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

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. 13746
    Total Wealth SolutionsLos Altos, CA · 82 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $148M
  2. 13820
    Eagle Financial StrategiesBangor, ME · 294 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $146M
  3. 13832
    The Sher Wealth Management GroupNeedham, MA · 56 clientsWealth managerHybrid
    LPL Financial 100%
    $146M
  4. 13848
    BFI Wealth Solutions, LLCDallas, TX · 230 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $145M
  5. 13861
    Trailwise Financial Partners, LLCGolden, CO · 203 clientsWealth manager
    LPL Financial 100%
    $145M
  6. 13912
    Cypress CapitalTallahassee, FL · 281 clientsWealth managerWrap sponsorHybrid
    LPL Financial 73%Schwab 27%
    $143M
  7. 13949
    Freedom Asset ManagementSpokane, WA · 420 clientsWealth managerHybrid
    LPL Financial 100%
    $142M
  8. 13999
    Steele Street Capital LLCPortsmouth, NH · 101 clientsBroker-dealer firm
    LPL Financial 77%Voya Investments Distributor 23%
    $140M
  9. 14079
    CMG Wealth Advisors LLCMadison, WI · 1,058 clientsWealth managerBank-affiliatedHybridCMG Securities LLC, clears through Pershing
    Commonwealth Financial Network 57%LPL Financial 43%
    $138M
  10. 14151
    Professional Wealth Management Services LLCStatesville, NC · 60 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $136M
  11. 14153
    Capitol Family Office, Inc.Beaverton, OR · 124 clientsWealth manager
    LPL Financial 61%Schwab 26%
    $136M
  12. 14177
    Global Financial Planning Group, LLCTroy, MI · 235 clientsWealth managerWrap sponsorHybrid
    Schwab 77%LPL Financial 23%
    $135M
  13. 14191
    PSC Financial LLCBloomington, MN · 111 clientsWealth managerHybrid
    LPL Financial 100%
    $135M
  14. 14232
    Lewis Financial, LLCSan Luis Obispo, CA · 255 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $134M
  15. 14300
    Proper WealthTallahassee, FL · 496 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $132M
  16. 14342
    JCN Financial & Tax Advisory Group, LLCBaton Rouge, LA · 263 clientsWealth managerWrap sponsor
    LPL Financial 59%Schwab 41%
    $130M
  17. 14346
    Altamira Financial Group, LLCSanta Fe, NM · 115 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $130M
  18. 14349
    Applied Financial WisdomRapid City, SD · 152 clientsWealth managerHybrid
    LPL Financial 100%
    $130M
  19. 14438
    Wiser Advisor Group154 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $128M
  20. 14444
    Align Advisor Group, LLCVineland, NJ · 210 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $128M
  21. 14462
    Wright Wealth Strategies, LLCSan Luis Obispo, CA · 202 clientsWealth managerHybrid
    LPL Financial 81%
    $127M
  22. 14464
    Sierra Management GroupReno, NV · 168 clientsWealth manager
    LPL Financial 100%
    $127M
  23. 14481
    Copperline Wealth Management & PlanningCody, WY · 440 clientsWealth managerWrap sponsorHybrid
    LPL Financial 70%Schwab 30%
    $127M
  24. 14515
    ODA and Company, Inc.Medina, OH · 197 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $126M
  25. 14550
    Axiom Wealth Strategies, LLCBend, OR · 283 clientsWealth manager
    LPL Financial 100%
    $125M
  26. 14600
    O'donnell Wealth ManagementCody, WY · 211 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $123M
  27. 14613
    Enduring Wealth AdvisorsTemecula, CA · 228 clientsWealth managerHybrid
    LPL Financial 100%
    $123M
  28. 14638
    Arbor Financial Services, LLCDowners Grove, IL · 240 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $122M
  29. 14688
    The Wealth BoutiqueChester, NJ · 317 clientsWealth managerWrap sponsor
    Assetmark 72%LPL Financial 28%
    $121M
  30. 14726
    Pinetree Advisors Corp.Miami, FL · 33 clientsWealth manager
    Merrill / Bank of America 27%LPL Financial 26%
    $120M
  31. 14769
    Pelican Advisory LLCCovington, LA · 207 clientsWealth managerHybrid
    LPL Financial 83%
    $119M
  32. 14836
    PMB AdvisorsLarkspur, CA · 120 clientsWealth manager
    LPL Financial 100%
    $117M
  33. 14838
    Moffatt Financial StrategiesFort Worth, TX · 181 clientsWealth manager
    Schwab 55%LPL Financial 45%
    $117M
  34. 14849
    Omni Financial LLCMadison, WI · 526 clientsWealth managerHybrid
    LPL Financial 100%
    $117M
  35. 14854
    Allpoint Financial GroupPetaluma, CA · 431 clientsWealth managerHybrid
    LPL Financial 100%
    $117M
  36. 14894
    Knecht Capital Management, LLC103 clientsWealth managerHybrid
    LPL Financial 65%Schwab 35%
    $116M
  37. 15040
    Valley Wealth ManagementOshkosh, WI · 347 clientsWealth managerHybrid
    LPL Financial 100%
    $112M
  38. 15087
    Generouswealth, LLCSummerville, SC · 305 clientsWealth managerWrap sponsorHybrid
    LPL Financial 98%
    $110M
  39. 15093
    CS Tomasi Wealth ManagementCosta Mesa, CA · 84 clientsWealth managerHybrid
    LPL Financial 100%
    $110M
  40. 15102
    Meadowbrook Wealth Management, LLCGarden City, NY · 174 clientsWealth manager
    LPL Financial 100%
    $110M

RIAs by state