Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
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
AtlasFinancial ADVSR
Open free

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. 3663
    Greenwood Gearhart, LLCFayetteville, AR · 1,101 clientsWealth manager
    Schwab 100%
    $2.0B
  2. 3666
    Maridea Wealth ManagementBrooklyn, NY · 2,100 clientsWealth managerHybrid
    Schwab 61%Fidelity 39%
    $2.0B
  3. 3668
    The Fiduciary GroupSavannah, GA · 702 clientsWealth managerAffiliated broker-dealer
    Schwab 84%
    $2.0B
  4. 3669
    The Norden Group LLCProvo, UT · 1,531 clientsWealth managerHybrid
    Schwab 100%
    $2.0B
  5. 3670
    Shapiro Capital Management LLCAtlanta, GA · 393 clientsAsset managerAffiliated broker-dealerResolute Investment Distributors, Inc.
    Goldman Sachs 51%Schwab 28%
    $2.0B
  6. 3677
    CS Planning CorpPortland, OR · 4,200 clientsWealth managerHybrid
    Fidelity 82%
    $2.0B
  7. 3679
    HCR Wealth AdvisorsLos Angeles, CA · 938 clientsWealth managerHybrid
    Schwab 100%
    $2.0B
  8. 3680
    Evolution Wealth Advisors, LLCAventura, FL · 380 clientsAsset manager
    Schwab 58%J.P. Morgan 42%
    $2.0B
  9. 3681
    Guidestone AdvisorsDallas, TX · 2,089 clientsWealth managerHybridGuidestone Financial Services
    Guidestone 80%
    $2.0B
  10. 3682
    Falcon Wealth Planning, LLCOntario, CA · 1,611 clientsWealth manager
    Fidelity 59%Schwab 41%
    $2.0B
  11. 3685
    3edge Asset Management, LPNaples, FL · 1,528 clientsWealth managerHybrid
    Fidelity 82%
    $2.0B
  12. 3688
    Abound Wealth Management, LLCFranklin, TN · 936 clientsWealth manager
    Fidelity 90%
    $1.9B
  13. 3706
    RVW Wealth LLCLos Angeles, CA · 1,378 clientsWealth managerHybrid
    Schwab 95%
    $1.9B
  14. 3709
    Diversified Portfolios, Inc.Bloomfield Hills, MI · 665 clientsWealth manager
    Schwab 100%
    $1.9B
  15. 3710
    Cfo4lifeCoppell, TX · 1,015 clientsWealth managerHybrid
    Schwab 77%Fidelity 23%
    $1.9B
  16. 3715
    Rebalance LLCPalo Alto, CA · 656 clientsWealth manager
    Schwab 59%Fidelity 41%
    $1.9B
  17. 3717
    Meyers Wealth Management, LLCColumbus, OH · 860 clientsWealth managerWrap sponsor
    Schwab 100%
    $1.9B
  18. 3718
    Landaas & CompanyMilwaukee, WI · 1,804 clientsBroker-dealer firmHybrid
    Pershing 99%
    $1.9B
  19. 3719
    First Pacific Financial, Inc.Vancouver, WA · 1,312 clientsWealth manager
    Schwab 100%
    $1.9B
  20. 3720
    AMI Asset Management CorpLos Angeles, CA · 1,221 clientsWealth manager
    Schwab 100%
    $1.9B
  21. 3721
    Conservest Capital Advisors IncWynnewood, PA · 303 clientsWealth manager
    Schwab 81%
    $1.9B
  22. 3725
    Private Wealth Partners, LLCMill Valley, CA · 258 clientsWealth manager
    Schwab 100%
    $1.9B
  23. 3726
    Terry McDaniel & CompanyAustin, TX · 378 clientsWealth manager
    Schwab 79%
    $1.9B
  24. 3727
    Heartland Advisors, Inc.Milwaukee, WI · 90 clientsAsset managerHybrid
    Schwab 68%
    $1.9B
  25. 3731
    Novare Capital ManagementCharlotte, NC · 757 clientsWealth manager
    Schwab 100%
    $1.9B
  26. 3734
    Artemis Wealth Advisors, LLCPort Washington, NY · 34 clientsAsset manager
    Schwab 46%Morgan Stanley 44%
    $1.9B
  27. 3736
    DT Investment Partners, LLCChadds Ford, PA · 1,316 clientsWealth manager
    Schwab 47%Wilmington Trust Investment Management 31%
    $1.9B
  28. 3740
    Resolute Partners GroupSan Francisco, CA · 35 clientsWealth manager
    Pershing 51%Schwab 35%
    $1.9B
  29. 3741
    Continuum Advisory, LLCEagle, ID · 3,461 clientsWealth managerHybrid
    Schwab 100%
    $1.9B
  30. 3742
    Patriot Investment Management Group IncKnoxville, TN · 1,559 clientsWealth manager
    Schwab 100%
    $1.9B
  31. 3746
    Main Management, LLCSan Francisco, CA · 253 clientsWealth manager
    Schwab 100%
    $1.9B
  32. 3749
    Tributary Capital Management, LLCOmaha, NE · 271 clientsAsset managerHybridNorthland Securities, Inc.
    First National Bank of Omaha 73%Schwab 27%
    $1.9B
  33. 3756
    SP Asset Management LLCCupertino, CA · 211 clientsWealth manager
    Fidelity 85%
    $1.9B
  34. 3758
    Whittier Advisors, LLCNewport Beach, CA · 30 clientsAsset managerHybrid
    Fidelity 50%Schwab 50%
    $1.9B
  35. 3766
    True Link Financial AdvisorsSan Francisco, CA · 1,461 clientsAsset manager
    Schwab 100%
    $1.9B
  36. 3767
    Retirement Management SystemsLeonardtown, MD · 3,032 clientsWealth manager
    Schwab 100%
    $1.9B
  37. 3768
    Eton AdvisorsChapel Hill, NC · 143 clientsAsset managerAffiliated broker-dealer
    Schwab 54%BNY 46%
    $1.9B
  38. 3771
    Modell Capital Management LLCBloomfield Hills, MI · 394 clientsWealth manager
    Schwab 81%
    $1.9B
  39. 3772
    Nilsine Partners, LLCGreenwood Village, CO · 559 clientsWealth managerHybrid
    Schwab 100%
    $1.9B
  40. 3775
    Capital Management Associates IncMinneapolis, MN · 932 clientsBroker-dealer firmHybridCapital Management Securities, Inc.
    Schwab 100%
    $1.9B

RIAs by state