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FP Why fee-based models are the future of advisor compensationIN 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 next
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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

10 firms manage $17 billionPNC Wealth Management

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. 1585
    D.F. Dent and Company, Inc.Baltimore, MD · 1,185 clientsWealth managerHybrid
    Fidelity 57%PNC Wealth Management 43%
    $7.9B
  2. 2778
    Oakmont Capital Management, LLCOakmont, PA · 324 clientsAsset manager
    PNC Wealth Management 49%
    $3.1B
  3. 3446
    Independence Asset Advisors, LLCWynnewood, PA · 38 clientsAsset manager
    PNC Wealth Management 31%Schwab 26%U.S. Bancorp Investments 24%
    $2.2B
  4. 4843
    Van Cleef Asset Management IncBeachwood, OH · 226 clientsWealth manager
    Schwab 85%
    $1.2B
  5. 5298
    Harvey Investment Company, LLCLouisville, KY · 184 clientsWealth managerAffiliated broker-dealerHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan
    Pershing 76%PNC Wealth Management 24%
    $1.0B
  6. 5877
    Radnor Capital Management, LLCWayne, PA · 192 clientsWealth manager
    Schwab 47%PNC Wealth Management 42%
    $855M
  7. 9209
    Haverford Financial Services, Inc.Radnor, PA · 18 clientsAsset manager
    PNC Wealth Management 50%Morgan Stanley 31%
    $366M
  8. 9647
    Cottage Street AdvisorsMarion, MA · 135 clientsWealth manager
    Schwab 89%
    $334M
  9. 11120
    Bolton InvestmentTowson, MD · 9 clientsAsset manager
    Lincoln Financial Services 48%Principal Financial Group 25%
    $249M
  10. 13815
    Millennial Wealth Advisors45 clientsAsset manager
    Schwab 72%PNC Wealth Management 28%
    $146M

RIAs by state