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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 saysWM Raymond James Recruits $700M Advisor Team from TruistFP Wells Fargo private wealth head taps firm's full capabilities for clients
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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

627 firms manage $3.9 trillionBNY Pershing

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. 9849
    Lantern Wealth Advisors, LLCMelville, NY · 188 clientsWealth managerHybridHerold & Lantern Investments, Inc., Percheron Asset Management Group, Inc., clears through Pershing
    Pershing 52%Schwab 48%
    $320M
  2. 9852
    Atomic Invest LLCNew York, NY · 10,563 clientsAsset managerHybridAtomic Brokerage LLC, clears through Pershing
    Pershing 89%
    $320M
  3. 9853
    Wealthview Capital, LLCJackson, MS · 193 clientsWealth manager
    Pershing 100%
    $319M
  4. 9863
    Phillip B. White Co., IncSAN Luis Obispo, CA · 246 clientsWealth manager
    Pershing 64%Assetmark Brokerage 27%
    $319M
  5. 9907
    Wealth Analytics Partners, LLCSAN Diego, CA · 184 clientsWealth manager
    Schwab 53%Altruist 45%
    $316M
  6. 10026
    Allsquare Wealth Management, LLCAlbany, NY · 436 clientsWealth managerHybrid
    Pershing 100%
    $308M
  7. 10059
    Oneamerica Securities, Inc.Indianapolis, IN · 2,300 clientsBroker-dealer firmHybrid
    Pershing 100%
    $306M
  8. 10113
    Integrated Financial Solutions, Inc.Reston, VA · 237 clientsWealth managerHybrid
    Pershing 100%
    $303M
  9. 10149
    Lifeinvest Wealth Management, LTDMiami, FL · 261 clientsWealth managerHybrid
    Pershing 65%
    $301M
  10. 10193
    Aqua Advisors LLC51 clientsWealth manager
    Citi 32%
    $299M
  11. 10225
    Matters Capital LLCCoral Gables, FL · 10 clientsWealth manager
    Pershing 54%Schwab 34%
    $297M
  12. 10227
    USA Financial Securities LLCADA, MI · 1,246 clientsBroker-dealer firmHybrid
    Pershing 100%
    $297M
  13. 10409
    Wesbanco Securities, Inc.St Clairsville, OH · 1,627 clientsBroker-dealer firmHybrid
    Pershing 58%SEI 42%
    $286M
  14. 10455
    FDI Wealth Management, LLCMiami, FL · 353 clientsAsset manager
    Stonex Financial 90%
    $284M
  15. 10465
    Vergepointe Wealth Management, LLCLake Oswego, OR · 111 clientsWealth manager
    Schwab 86%
    $283M
  16. 10466
    Brook CapitalBrookfield, WI · 631 clientsWealth manager
    Pershing 100%
    $283M
  17. 10471
    Silverberg Bernstein Capital ManagementArmonk, NY · 135 clientsWealth managerHybrid
    Pershing 100%
    $283M
  18. 10483
    Compass Financial Advisors LLCFort Wayne, IN · 659 clientsWealth managerHybrid
    Pershing 100%
    $282M
  19. 10520
    Farrow Financial IncSouth Burlington, VT · 195 clientsWealth manager
    Schwab 95%
    $280M
  20. 10571
    First Financial Advisory Services IncWesterly, RI · 521 clientsWealth managerHybrid
    Pershing 100%
    $278M
  21. 10634
    Signature Financial Services, LTDArlington Heights, IL · 353 clientsWealth managerHybrid
    Pershing 47%SEI 41%
    $274M
  22. 10635
    Private Wealth Group, LLCTampa, FL · 234 clientsWealth manager
    Pershing 100%
    $274M
  23. 10656
    Nestegg Advisors, Inc.Hauppauge, NY · 237 clientsWealth managerWrap sponsorHybrid
    Pershing 100%
    $273M
  24. 10689
    Hutner Capital Management Inc.Manchester, VT · 120 clientsWealth manager
    Pershing 74%BNY 26%
    $271M
  25. 10756
    WIN Advisors, IncPalm Beach Gardens, FL · 1,941 clientsWealth managerHybridAbacus Investments, Inc., GWN Securities Inc., clears through Hilltop Securities
    Pershing 100%
    $267M
  26. 10807
    Guidestream Financial, Inc.Spring Arbor, MI · 882 clientsWealth manager
    Pershing 100%
    $263M
  27. 10834
    Timecapital Investor Advisory Services IncPort Jefferson Station, NY · 217 clientsWealth managerHybridTimecapital Securities Corporation
    Pershing 100%
    $262M
  28. 10872
    Archetype Advisors, LLCDoylestown, PA · 275 clientsWealth managerWrap sponsor
    Pershing 100%
    $260M
  29. 10887
    Cohen Investment Advisors, LLCBedford, NH · 251 clientsWealth manager
    Pershing 100%
    $259M
  30. 10904
    Ables, Iannone, Moore & Associates, Inc.Savannah, GA · 409 clientsWealth manager
    Pershing 100%
    $259M
  31. 10930
    IKE Capital, LLC110 clientsWealth manager
    Fidelity 92%
    $257M
  32. 10956
    Richardson Financial ServicesMedway, MA · 193 clientsWealth managerHybrid
    Pershing 91%
    $256M
  33. 10962
    Swbc Investment CompanySAN Antonio, TX · 494 clientsBroker-dealer firmHybridSwbc Investment Services, LLC, clears through Pershing
    Pershing 72%Schwab 28%
    $256M
  34. 10992
    Blacktower Financial Management (US) LLCOrlando, FL · 479 clientsWealth manager
    Rl360 51%Schwab 32%
    $254M
  35. 11005
    Addis & Hill, IncorporatedWayne, PA · 159 clientsWealth manager
    Schwab 44%Altruist 30%Pershing 26%
    $254M
  36. 11021
    MHS Advisory Services, LLCMaple Grove, MN · 313 clientsWealth managerHybrid
    Pershing 75%Fidelity 25%
    $253M
  37. 11064
    Cassia Capital Partners LLCWinston Salem, NC · 186 clientsWealth manager
    Pershing 100%
    $251M
  38. 11123
    Galliott Capital Advisors, LLCBeverly Hills, CA · 113 clientsAsset manager
    Pershing 41%Wells Fargo 28%
    $249M
  39. 11160
    Tenet Wealth Partners, LLCChampaign, IL · 442 clientsWealth manager
    Pershing 100%
    $247M
  40. 11205
    Gulfstream CM, LLCSummit, NJ · 25 clientsPrivate fund adviserHybridMountainside Securities LLC, clears through Pershing
    Pershing 100%
    $244M

RIAs by state