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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. 3534
    Columbia Capital Management, LLCMerriam, KS · 30 clientsAsset manager
    Schwab 100%
    $2.1B
  2. 3537
    Narwhal Capital ManagementMarietta, GA · 365 clientsAsset manager
    Schwab 100%
    $2.1B
  3. 3542
    Maren CapitalChicago, IL · 9 clientsAsset manager
    BNY 41%Northern Trust 36%Schwab 22%
    $2.1B
  4. 3543
    Indivisible PartnersClearwater, FL · 676 clientsWealth manager
    Fidelity 90%
    $2.1B
  5. 3548
    Eubel Brady & SuttmanMiamisburg, OH · 816 clientsWealth manager
    Schwab 100%
    $2.1B
  6. 3550
    Segment Wealth Management, LLCHouston, TX · 236 clientsWealth manager
    Schwab 100%
    $2.1B
  7. 3552
    Avestar Capital, LLCNew York, NY · 187 clientsWealth manager
    Schwab 60%Pershing 40%
    $2.1B
  8. 3556
    Ellenbecker Investment GroupWaukesha, WI · 2,283 clientsWealth manager
    Schwab 100%
    $2.1B
  9. 3564
    Beese Fulmer Private Wealth ManagementCanton, OH · 843 clientsWealth manager
    Schwab 88%
    $2.1B
  10. 3569
    Clear Harbor Asset Management, LLCStamford, CT · 820 clientsWealth manager
    Pershing 73%Schwab 27%
    $2.1B
  11. 3573
    Natural Investments1,277 clientsWealth manager
    Schwab 100%
    $2.0B
  12. 3574
    Sawgrass Asset Management LLCPonte Vedra Beach, FL · 116 clientsAsset manager
    BNY 28%Schwab 27%Salem Trust A DIV of Argent Inst. Trust 23%Northern Trust 22%
    $2.0B
  13. 3575
    Carson Group InvestingOmaha, NEAsset managerHybridCarson Group Brokerage, LLC, Northwest Capital Management Inc
    Schwab 69%Fidelity 31%
    $2.0B
  14. 3576
    Inscription Capital, LLCHouston, TX · 456 clientsWealth managerHybrid
    Fidelity 65%
    $2.0B
  15. 3578
    Adviceone Advisory Services, LLCGlastonbury, CT · 1,449 clientsWealth manager
    Schwab 86%
    $2.0B
  16. 3581
    Doyenne Wealth AdvisorsChicago, IL · 132 clientsWealth manager
    Schwab 100%
    $2.0B
  17. 3585
    Mosaic WealthSt. Louis, MO · 807 clientsWealth managerHybrid
    Fidelity 88%
    $2.0B
  18. 3590
    Operose Advisors LLCMilwaukee, WI · 511 clientsWealth manager
    Schwab 100%
    $2.0B
  19. 3595
    Provise Management Group, LLCClearwater, FL · 1,190 clientsWealth managerHybridKestra Investment Services, LLC
    Schwab 100%
    $2.0B
  20. 3596
    Capwealth Advisors, LLCFranklin, TN · 1,429 clientsWealth manager
    Schwab 100%
    $2.0B
  21. 3600
    Keebeck Wealth ManagementChicago, IL · 150 clientsWealth manager
    Pershing 53%Schwab 47%
    $2.0B
  22. 3602
    Avity Investment Management Inc.Greenwich, CT · 303 clientsWealth manager
    Schwab 100%
    $2.0B
  23. 3604
    Fairview CapitalGreenbrae, CA · 241 clientsWealth manager
    Schwab 85%
    $2.0B
  24. 3607
    Cherry Creek Family OfficesDenver, CO · 26 clientsWealth manager
    Schwab 100%
    $2.0B
  25. 3610
    UnisonProvidence, RI · 95 clientsWealth manager
    Northern Trust 86%
    $2.0B
  26. 3616
    Marks Group Wealth Management, Inc.Minnetonka, MN · 809 clientsWealth managerWrap sponsor
    Fidelity 89%
    $2.0B
  27. 3617
    Spyglass Capital Management, LLCGreenbrae, CA · 71 clientsAsset managerHybrid
    Schwab 56%Northern Trust 30%
    $2.0B
  28. 3619
    Albion Financial GroupSalt Lake City, UT · 737 clientsWealth manager
    Schwab 87%
    $2.0B
  29. 3622
    Woodmont Investment Counsel, LLCNashville, TN · 468 clientsWealth manager
    Schwab 100%
    $2.0B
  30. 3624
    Jackson Thornton Wealth Management, LLCMontgomery, AL · 988 clientsWealth manager
    Schwab 87%
    $2.0B
  31. 3626
    Physician Wealth Advisors, Inc.Salt Lake City, UT · 1,124 clientsWealth manager
    Fidelity 97%
    $2.0B
  32. 3628
    Jnba Financial Advisors, LLCBloomington, MN · 1,115 clientsWealth manager
    Schwab 100%
    $2.0B
  33. 3634
    Corda Investment Management, LLCHouston, TX · 1,363 clientsWealth manager
    Schwab 100%
    $2.0B
  34. 3635
    Silveroak Wealth Management LLCEdina, MN · 446 clientsWealth manager
    Schwab 100%
    $2.0B
  35. 3637
    Naples Global AdvisorsNaples, FL · 306 clientsWealth manager
    Schwab 79%
    $2.0B
  36. 3640
    The Harbor Group, Inc.Bedford, NH · 700 clientsWealth manager
    Schwab 100%
    $2.0B
  37. 3644
    Stack Financial Management IncWhitefish, MT · 833 clientsWealth manager
    Schwab 100%
    $2.0B
  38. 3647
    Wellesley Asset Management, Inc.Portsmouth, NH · 1,296 clientsAsset managerHybrid
    Schwab 35%UBS 33%Fidelity 23%
    $2.0B
  39. 3648
    Balefire, LLCDallas, TX · 1,864 clientsWealth managerHybrid
    Schwab 100%
    $2.0B
  40. 3659
    LEE Danner & Bass IncNashville, TN · 1,020 clientsWealth manager
    Schwab 63%Fidelity 37%
    $2.0B

RIAs by state