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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. 2853
    Resonant Capital Advisors, LLCMadison, WI · 619 clientsWealth manager
    Schwab 65%Fidelity 35%
    $3.0B
  2. 2856
    Berger Financial GroupPlymouth, MN · 3,800 clientsWealth manager
    Schwab 100%
    $2.9B
  3. 2859
    Point Olema Capital Partners, L.P.San Francisco, CA · 27 clientsWealth manager
    Fidelity 70%Schwab 30%
    $2.9B
  4. 2860
    Birch Hill Investment Advisors LLCBoston, MA · 195 clientsWealth manager
    Schwab 85%
    $2.9B
  5. 2862
    Creative Financial Designs, Inc.Kokomo, IN · 10,566 clientsWealth managerHybridCFD Investments, Inc.
    Fidelity 65%Schwab 35%
    $2.9B
  6. 2864
    SJS Investment ServicesSylvania, OH · 1,055 clientsWealth manager
    Schwab 100%
    $2.9B
  7. 2865
    Foster & Motley IncCincinnati, OH · 926 clientsWealth manager
    Schwab 100%
    $2.9B
  8. 2866
    Asset Dedication, LLCSan Francisco, CA · 1,998 clientsWealth manager
    Schwab 75%Fidelity 25%
    $2.9B
  9. 2869
    Raub Brock Capital Management, LPLarkspur, CA · 141 clientsAsset manager
    Schwab 100%
    $2.9B
  10. 2871
    Windsor Advisory Group, LLCColumbus, OH · 543 clientsWealth manager
    Schwab 100%
    $2.9B
  11. 2874
    Bedel Financial Consulting IncIndianapolis, IN · 1,162 clientsWealth manager
    Schwab 81%
    $2.9B
  12. 2875
    Transcend Capital Advisors, LLCMadison, NJ · 1,094 clientsWealth managerWrap sponsorHybrid
    Schwab 75%Fidelity 25%
    $2.9B
  13. 2883
    Farther Asset Management, LLCSan Francisco, CA · 9,645 clientsWealth managerWrap sponsorAffiliated broker-dealerFarther Securities, LLC
    Schwab 51%Fidelity 49%
    $2.9B
  14. 2887
    Fort Point Capital Partners LLCSan Francisco, CA · 441 clientsWealth managerHybrid
    Schwab 60%Fidelity 40%
    $2.9B
  15. 2890
    Smith Salley Wealth ManagementGreensboro, NC · 1,129 clientsWealth manager
    Schwab 51%Fidelity 49%
    $2.9B
  16. 2893
    Deschutes Investment Consulting, LLCPortland, OR · 493 clientsAsset manager
    Fidelity 56%Schwab 44%
    $2.9B
  17. 2896
    RMR Wealth Builders, Inc.Montclair, NJ · 2,099 clientsWealth manager
    Fidelity 87%
    $2.9B
  18. 2901
    Regal Investment Advisors LLCKentwood, MI · 8,302 clientsWealth managerHybridRegulus Financial Group, LLC, clears through Pershing
    Fidelity Distributors Company 71%Schwab 29%
    $2.9B
  19. 2905
    Rockwood Wealth Management, LLCNew Hope, PA · 971 clientsWealth manager
    Fidelity 77%Schwab 23%
    $2.9B
  20. 2908
    Capstone Financial Advisors IncDowners Grove, IL · 1,072 clientsWealth manager
    Schwab 100%
    $2.9B
  21. 2909
    Hollencrest Capital ManagementNewport Beach, CA · 477 clientsWealth manager
    Schwab 100%
    $2.9B
  22. 2911
    Meeder Advisory Services, Inc.Dublin, OH · 3,636 clientsWealth managerWrap sponsorHybridMeeder Distribution Services, Inc.
    Pershing 45%Schwab 43%
    $2.9B
  23. 2914
    Waters, Parkerson & Co., LLCNew Orleans, LA · 794 clientsWealth manager
    Schwab 100%
    $2.9B
  24. 2917
    Veris Wealth Partners, LLCOakland, CA · 346 clientsWealth managerPublic-company owned
    Fidelity Distributors Company 77%Schwab 23%
    $2.9B
  25. 2919
    Cooper McManusIrvine, CA · 3,482 clientsWealth managerHybrid
    Schwab 83%
    $2.9B
  26. 2921
    Maslow Wealth AdvisorsAustin, TX · 395 clientsWealth manager
    Schwab 100%
    $2.8B
  27. 2922
    Investment Consulting Group IncDavenport, IA · 179 clientsAsset manager
    Quad City Bank & Trust 49%
    $2.8B
  28. 2926
    West Financial Services, Inc.McLean, VA · 964 clientsWealth managerBank-affiliated
    Fidelity Distributors Company 61%Schwab 39%
    $2.8B
  29. 2930
    Manchester Capital Management LLCManchester, VT · 234 clientsWealth manager
    Schwab 100%
    $2.8B
  30. 2933
    Fragasso Financial AdvisorsSewickley, PA · 2,205 clientsWealth managerHybrid
    Schwab 100%
    $2.8B
  31. 2937
    Trek FinancialScottsdale, AZ · 4,688 clientsWealth manager
    Schwab 100%
    $2.8B
  32. 2948
    Angeles Wealth Management, LLCSanta Monica, CA · 212 clientsWealth manager
    Schwab 100%
    $2.8B
  33. 2951
    Bowie Capital Management, LLCRichardson, TX · 10 clientsPrivate fund adviser
    Schwab 36%BNY 24%Northern Trust 23%
    $2.8B
  34. 2952
    Strategic Financial ServicesUtica, NY · 1,336 clientsWealth manager
    Schwab 100%
    $2.8B
  35. 2957
    Paul Comstock PartnersHouston, TX · 120 clientsWealth manager
    Schwab 80%
    $2.8B
  36. 2961
    Rothschild InvestmentChicago, IL · 1,246 clientsBroker-dealer firmHybrid
    Pershing 88%
    $2.8B
  37. 2962
    Titleist Asset Management, LLCSan Antonio, TX · 2,151 clientsWealth managerHybridTitleist Capital, LLC
    Schwab 39%Raymond James 31%Fidelity 30%
    $2.8B
  38. 2963
    Diversified, LLCWilmington, DE · 2,002 clientsWealth managerHybrid
    SEI 82%
    $2.8B
  39. 2965
    Berkshire Asset Management, LLCWilkes-Barre, PA · 2,479 clientsWealth managerHybridIM Global US Distributors LLC
    Schwab 57%Wells Fargo 43%
    $2.8B
  40. 2974
    Expand Financial, LLC1,858 clientsAsset manager
    MID Atlantic Trust 44%Matrix Trust 44%
    $2.8B

RIAs by state