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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 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP 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 Priorities
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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

6,418 firms manage $13.6 trillionCharles Schwab

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. 2531
    The Welch Group, LLCBirmingham, AL · 1,450 clientsWealth manager
    Schwab 100%
    $3.7B
  2. 2535
    Stoker Ostler, A Part of BMO Financial GroupScottsdale, AZ · 1,585 clientsWealth managerBank-affiliatedAffiliated broker-dealerBMO Nesbitt Burns Securities LTD.
    Schwab 100%
    $3.7B
  3. 2549
    Ulrich Investment ConsultantsAlbuquerque, NM · 301 clientsAsset manager
    Schwab 73%BOK Financial 27%
    $3.6B
  4. 2553
    SAX Wealth Advisors, LLCParsippany, NJ · 1,655 clientsWealth manager
    Fidelity 55%Schwab 45%
    $3.6B
  5. 2557
    The Burney CompanyReston, VA · 1,926 clientsWealth manager
    Schwab 100%
    $3.6B
  6. 2558
    Courier Capital, LLCBuffalo, NY · 2,212 clientsWealth managerBank-affiliated
    Schwab 100%
    $3.6B
  7. 2563
    Abacus Wealth PartnersSanta Monica, CA · 1,574 clientsWealth manager
    Schwab 100%
    $3.6B
  8. 2564
    Calydon Capital, LLCMemphis, TN · 297 clientsWealth manager
    Fidelity 74%Schwab 26%
    $3.6B
  9. 2573
    Steele Capital Management, Inc.Dubuque, IA · 1,644 clientsWealth manager
    Schwab 100%
    $3.5B
  10. 2581
    Oneascent Financial Services LLCBirmingham, AL · 5,279 clientsWealth managerHybrid
    Schwab 81%
    $3.5B
  11. 2583
    Visionary Wealth Advisors, LLCSt. Louis, MO · 4,262 clientsWealth manager
    Schwab 87%
    $3.5B
  12. 2589
    Bryn Mawr Trust Advisors, LLCPhiladelphia, PA · 1,409 clientsWealth managerBank-affiliated
    Schwab 55%Fidelity 45%
    $3.5B
  13. 2597
    Valley Forge Investment Consultants, Inc.Audubon, PA · 384 clientsAsset managerHybrid
    Empower Financial Services 30%Voya Financial Partners 24%Schwab 23%Fidelity 23%
    $3.5B
  14. 2598
    Advisor Resource CouncilDallas, TX · 11,836 clientsWealth managerWrap sponsorHybrid
    LPL Financial 89%
    $3.5B
  15. 2602
    Kathmere Capital Management, LLCWayne, PA · 842 clientsWealth managerHybrid
    Schwab 100%
    $3.5B
  16. 2610
    Biltmore Family Office, LLCCharlotte, NC · 86 clientsWealth manager
    Schwab 98%
    $3.5B
  17. 2611
    Morton WealthCalabasas, CA · 1,279 clientsWealth manager
    Schwab 56%Fidelity 44%
    $3.5B
  18. 2612
    Donaldson Capital Management LLCEvansville, IN · 1,838 clientsWealth managerWrap sponsor
    Schwab 100%
    $3.5B
  19. 2614
    Carret Asset Management, LLCNew York, NY · 2,633 clientsAsset manager
    Schwab 45%Fidelity 33%Reliance Trust / FIS Global 23%
    $3.5B
  20. 2620
    Wedmont Private CapitalWest Chester, PA · 498 clientsWealth manager
    Schwab 100%
    $3.4B
  21. 2629
    Colter Lewis Investment Partners, LLCGreenwich, CT · 130 clientsWealth manager
    Fidelity 56%J.P. Morgan 23%
    $3.4B
  22. 2632
    Leavell Investment Management, Inc.Mobile, AL · 3,023 clientsWealth manager
    Schwab 100%
    $3.4B
  23. 2633
    Frank, Rimerman Advisors LLCPalo Alto, CA · 106 clientsWealth manager
    Fidelity 61%Schwab 39%
    $3.4B
  24. 2651
    North Star Asset Management IncNeenah, WI · 3,554 clientsWealth manager
    Schwab 100%
    $3.4B
  25. 2653
    Summitry, LLCFoster City, CA · 1,327 clientsWealth manager
    Schwab 100%
    $3.4B
  26. 2659
    Red Cedar Investment ManagementGrand Rapids, MI · 26 clientsAsset manager
    US Bancorp 58%Schwab 26%
    $3.3B
  27. 2664
    Aris InvestingGlenview, IL · 9 clientsAsset manager
    Schwab 100%
    $3.3B
  28. 2665
    Sovereign Investment Advisors LLCPhoenix, AZ · 41 clientsAsset manager
    Schwab 100%
    $3.3B
  29. 2666
    Stratos Investment Management, LLCBeachwood, OH · 3 clientsAsset managerHybridSEI Investments (south Africa) Limited, SEI Investments Distribution Co.
    Fidelity 76%Schwab 24%
    $3.3B
  30. 2667
    Schneider Downs Wealth Management Advisors, LPPittsburgh, PA · 786 clientsWealth managerAffiliated broker-dealerSchneider Downs Corporate Finance, LP
    Schwab 62%American Trust Investment Services 38%
    $3.3B
  31. 2669
    Certuity, LLCNorth Palm Beach, FL · 520 clientsWealth manager
    Schwab 100%
    $3.3B
  32. 2677
    Innovia Wealth, LLCGrand Rapids, MI · 804 clientsWealth manager
    Fidelity 74%Schwab 26%
    $3.3B
  33. 2681
    Verger Capital ManagementWinston-Salem, NC · 10 clientsPrivate fund adviserHybrid
    Northern Trust 53%Fidelity 36%
    $3.3B
  34. 2686
    PotomacBethesda, MD · 1,261 clientsAsset managerHybrid
    Schwab 70%Fidelity Distributors Company 30%
    $3.3B
  35. 2696
    PFG AdvisorsPhoenix, AZ · 7,592 clientsWealth managerHybrid
    Schwab 100%
    $3.3B
  36. 2700
    Monograph Wealth Advisors, LLCManhattan Beach, CA · 213 clientsWealth manager
    Fidelity 56%Schwab 44%
    $3.2B
  37. 2701
    Advocacy Wealth Management, LLCAtlanta, GA · 1,720 clientsWealth manager
    Reliance Trust 47%Fidelity 41%
    $3.2B
  38. 2704
    Cantor Fitzgerald Investment AdvisorsNew York, NY · 1,295 clientsAsset managerHybridCantor Fitzgerald & Co.
    Schwab 82%
    $3.2B
  39. 2711
    Chilton Capital Management LLCHouston, TX · 982 clientsWealth managerHybrid
    Schwab 72%Pershing 28%
    $3.2B
  40. 2714
    Vista Capital Partners, Inc.Portland, OR · 667 clientsWealth manager
    Schwab 100%
    $3.2B

RIAs by state