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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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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

323 firms manage $1.4 trillionRaymond James

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. 12968
    Douglass Investment GroupWichita, KS · 142 clientsWealth manager
    Raymond James 100%
    $174M
  2. 12982
    Gasaway Investment Advisors, Inc.Kalamazoo, MI · 446 clientsWealth manager
    Raymond James 59%Matrix Trust Co 41%
    $173M
  3. 13046
    Intentional Wealth StrategiesColorado Springs, CO · 161 clientsWealth manager
    Raymond James 100%
    $171M
  4. 13051
    Prairie View Wealth Partners LLCSioux Falls, SD · 42 clientsWealth manager
    Raymond James 100%
    $171M
  5. 13168
    TRG Investment Advisors, LLCDenver, CO · 241 clientsWealth managerWrap sponsor
    Raymond James 100%
    $167M
  6. 13192
    Great Lakes Wealth, LLCNorthville, MI · 248 clientsWealth managerHybrid
    Raymond James 88%
    $166M
  7. 13203
    Mutual Trust Advisory GroupEstero, FL · 176 clientsWealth manager
    Raymond James 100%
    $166M
  8. 13205
    Structure Wealth Management, LLCTampa, FL · 146 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $166M
  9. 13210
    M.K. Brown Wealth AdvisoryOakwood, OH · 152 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $166M
  10. 13237
    Bridgeway Wealth Management, LLCCedar Rapids, IA · 256 clientsWealth managerWrap sponsor
    Raymond James 100%
    $165M
  11. 13241
    TCMGermantown, TN · 496 clientsWealth managerHybrid
    Raymond James 100%
    $165M
  12. 13263
    Bell City Wealth, Inc.Hillsboro, OH · 347 clientsWealth manager
    Raymond James 100%
    $163M
  13. 13331
    Research & Portfolio ManagementCrescent Springs, KY · 259 clientsWealth manager
    Raymond James 100%
    $161M
  14. 13416
    Scherer Financial Advisory Services, LLCDallas, TX · 178 clientsWealth manager
    Raymond James 100%
    $158M
  15. 13519
    Bellwether Investment Group, LLCHixson, TN · 313 clientsWealth manager
    Raymond James 100%
    $155M
  16. 13609
    Dimensions Wealth Management, LLCRoseville, CA · 122 clientsWealth managerHybrid
    Raymond James 100%
    $152M
  17. 13616
    The Renn Wealth Management Group, Inc.Atlanta, GA · 74 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $152M
  18. 13761
    Chung WU Investment Group, LLCSugar Land, TX · 127 clientsWealth manager
    Raymond James 100%
    $147M
  19. 13853
    Davis, Davis and Conover Wealth Management, LLCNashville, TN · 186 clientsWealth managerWrap sponsor
    Raymond James 100%
    $145M
  20. 13869
    Sterling Financial Advisors, LLC143 clientsWealth managerWrap sponsor
    Raymond James 100%
    $145M
  21. 13886
    Private Lane Capital, LLC11 clientsWealth manager
    Schwab 84%
    $144M
  22. 13923
    Taylor Capital Management212 clientsWealth managerWrap sponsor
    Raymond James 100%
    $143M
  23. 13974
    Storms & Rowdon Financial Services, Inc.Ormond Beach, FL · 228 clientsWealth manager
    Raymond James 100%
    $141M
  24. 13991
    Mestmaker & Petrey Wealth AdvisorsBakersfield, CA · 363 clientsWealth manager
    Raymond James 100%
    $141M
  25. 14016
    Credentialed Wealth Advisors, LLCJohnstown, CO · 302 clientsWealth manager
    Raymond James 100%
    $140M
  26. 14038
    Encircle Financial Strategies242 clientsWealth manager
    Raymond James 100%
    $139M
  27. 14122
    Forefront Asset Management, LLCVirginia Beach, VA · 322 clientsWealth manager
    Raymond James 100%
    $137M
  28. 14344
    Sartorial Wealth Inc.Mississauga, Ontario, Canada · 299 clientsWealth manager
    Raymond James 54%Interactive Brokers 46%
    $130M
  29. 14565
    White Oak Wealth ManagementColumbia, MD · 65 clientsWealth manager
    Raymond James 100%
    $124M
  30. 14623
    Kahn Financial GroupClearwater, FL · 123 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $123M
  31. 14687
    Epic Wealth Management, LLCOklahoma City, OK · 153 clientsWealth managerWrap sponsor
    Raymond James 100%
    $121M
  32. 14691
    Emerald Asset Management, Inc.Rocky Mount, NC · 170 clientsWealth manager
    Raymond James 100%
    $121M
  33. 15008
    Cogent Independent Advisors, Inc.238 clientsWealth manager
    Raymond James 100%
    $112M
  34. 15090
    Charles River Wealth Management, LLCBurlington, MA · 103 clientsWealth manager
    Raymond James 100%
    $110M
  35. 15182
    Nautilus Wealth AdvisorsIndialantic, FL · 79 clientsWealth manager
    Raymond James 100%
    $108M
  36. 15219
    Trusco Investment Management, LLCNashville, TN · 30 clientsWealth manager
    Raymond James 100%
    $107M
  37. 15241
    Wealth Management Solutions168 clientsWealth manager
    Raymond James 100%
    $106M
  38. 15245
    Cypress Capital Management US LimitedVancouver, British Columbia, Canada · 49 clientsWealth managerAffiliated broker-dealer
    Raymond James 58%Scotia Private Client Group 42%
    $106M
  39. 15291
    Cedarview Capital Management, LPWoodmere, NY · 93 clientsPrivate fund adviser
    Raymond James 100%
    $105M
  40. 15580
    Arrow Investment Management, LLCNew York, NY · 1 clientsAsset managerAffiliated broker-dealerArrow Analytics Securities, LLC
    Raymond James 100%
    $86M

RIAs by state