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Est. 2026The front page of wealth managementNew York

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WSR The Most Important Year-End Review Is Your OwnWSR AmeriFlex Recruits 17 Advisors Representing Over $1.4 Billion In Client AssetsWSR Cerulli: Many Investors Still Struggle To Understand Advisors’ FeesWSR Dear Ryan: Transformed On Paper, Uncertain In PracticeIN Meta deal shields Zuckerberg from California wealth tax billRB 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 AnthropicWM The Diamond Podcast for Financial Advisors: How Smart Money Evaluates Wealth Management FirmsWM Cerulli: $5B+ Fee-Only Independent RIAs Face 'Shrinking Footprint'FP Why fee-based models are the future of advisor compensationIN Inheritance conflict is the rule, not the exception, Wells Fargo finds
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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

10 firms manage $12 billionPrincipal Custody Solutions

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. 2212
    Bowen, Hanes & Co IncPonte Vedra Beach, FL · 114 clientsAsset manager
    Principal Custody Solutions 85%
    $4.6B
  2. 3446
    Independence Asset Advisors, LLCWynnewood, PA · 38 clientsAsset manager
    PNC Wealth Management 31%Schwab 26%U.S. Bancorp Investments 24%
    $2.2B
  3. 4400
    The Edgar Lomax CompanyAlexandria, VA · 36 clientsAsset manager
    BNY 33%Principal Custody Solutions 33%
    $1.4B
  4. 4692
    North Pier Fiduciary Management, LLCMarina Del REY, CA · 39 clientsAsset manager
    Fidelity 48%Principal Custody Solutions 30%
    $1.3B
  5. 5918
    Claremont Capital Management, LLCPhoenix, AZ · 25 clientsAsset manager
    Principal Custody Solutions 74%Schwab 26%
    $844M
  6. 7941
    DB FitzpatrickBoise, ID · 93 clientsAsset manager
    BNY 41%Schwab 31%
    $487M
  7. 8703
    Maxq Asset Management LLCGreenwood Village, CO · 1 clientsAsset managerHybrid
    Principal Custody Solutions 100%
    $408M
  8. 11247
    Vanderbilt Avenue Asset Management LLCNew York, NY · 10 clientsAsset manager
    U.S. Bank 80%
    $242M
  9. 12883
    Philadelphia Investment Partners, LLCVoorhees, NJ · 145 clientsWealth manager
    Interactive Brokers 72%
    $176M
  10. 16062
    Berenberg Asset Management LLCNew York, NYAsset managerAffiliated broker-dealerBerenberg Capital Markets LLC, JOH. Berenberg, Gossler & Co. KG, clears through Pershing
    Principal Custody Solutions 100%
    $35M

RIAs by state