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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. 3777
    Axia AdvisoryIndianapolis, IN · 123 clientsAsset manager
    Fidelity 43%Schwab 30%Broadridge Trust 27%
    $1.9B
  2. 3778
    Blue Chip Partners, LLCFarmington Hills, MI · 1,007 clientsWealth manager
    Raymond James 82%
    $1.9B
  3. 3779
    Klcm Advisors, Inc.Milwaukee, WI · 637 clientsWealth manager
    Schwab 100%
    $1.9B
  4. 3780
    Wilkinson Global Asset Management LLCNew York, NY · 575 clientsWealth manager
    BNY 54%Schwab 46%
    $1.9B
  5. 3783
    Naviter Wealth, LLCLittle Rock, AR · 361 clientsWealth manager
    Schwab 100%
    $1.9B
  6. 3786
    Austin AssetAustin, TX · 458 clientsWealth manager
    Schwab 83%
    $1.9B
  7. 3789
    UX Wealth Partners LLCCentennial, CO · 56 clientsAsset manager
    Schwab 99%
    $1.9B
  8. 3790
    Diversified Management IncMilwaukee, WI · 340 clientsWealth manager
    Schwab 100%
    $1.9B
  9. 3796
    Windward Capital Management CoLos Angeles, CA · 169 clientsWealth managerHybridS.L. Reed & Company, clears through National Financial Services (Fidelity)
    Fidelity 70%Schwab 30%
    $1.9B
  10. 3800
    Clear Creek Financial Management, LLCSilverdale, WA · 4,003 clientsWealth manager
    Schwab 82%
    $1.9B
  11. 3802
    McDonald Capital Investors IncOrinda, CA · 90 clientsWealth manager
    RBC 61%
    $1.9B
  12. 3813
    Granite Investment Partners, LLCEl Segundo, CA · 489 clientsWealth manager
    Schwab 42%Northern Trust 41%
    $1.8B
  13. 3818
    Kanawha Capital Management, LLCRichmond, VA · 572 clientsWealth managerAffiliated broker-dealerHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan
    Schwab 100%
    $1.8B
  14. 3819
    Palisades Hudson Asset Management, L.P.Fort Lauderdale, FL · 151 clientsWealth manager
    Schwab 46%Goldman Sachs 30%Fidelity 24%
    $1.8B
  15. 3821
    Rockbridge Investment Management, LLCSyracuse, NY · 1,587 clientsWealth manager
    Schwab 100%
    $1.8B
  16. 3822
    Azzad Asset Management, Inc.Falls Church, VA · 1,543 clientsWealth manager
    Goldman Sachs 85%
    $1.8B
  17. 3836
    Cacti Asset Management, LLC43 clientsAsset manager
    U.S. Bank 55%Pershing 36%
    $1.8B
  18. 3842
    View Capital RIA, LPDallas, TX · 141 clientsWealth manager
    Pershing 77%Schwab 23%
    $1.8B
  19. 3846
    Financial SynergiesHouston, TX · 928 clientsWealth manager
    Schwab 85%
    $1.8B
  20. 3849
    Versant Capital Management, Inc.Phoenix, AZ · 521 clientsWealth manager
    Schwab 74%Pershing 26%
    $1.8B
  21. 3855
    Sloy, Dahl & Holst, LLCVancouver, WA · 526 clientsAsset manager
    Schwab 100%
    $1.8B
  22. 3859
    Summit Financial Wealth AdvisorsLafayette, LA · 1,265 clientsWealth managerHybrid
    Schwab 100%
    $1.8B
  23. 3860
    Altfest Personal Wealth ManagementNew York, NY · 695 clientsWealth manager
    Schwab 85%
    $1.8B
  24. 3866
    Morgan Creek Capital Management, LLCChapel Hill, NC · 55 clientsPrivate fund adviserHybrid
    Schwab 100%
    $1.8B
  25. 3868
    Mitchell Sinkler & StarrPhiladelphia, PA · 247 clientsWealth manager
    Schwab 100%
    $1.8B
  26. 3873
    Parkwoods Wealth Partners, LLCClayton, MO · 1,395 clientsWealth manager
    Schwab 100%
    $1.8B
  27. 3877
    TFC Financial Management IncBoston, MA · 415 clientsWealth manager
    Schwab 100%
    $1.8B
  28. 3881
    Blueprint Investment Partners LLCGreensboro, NC · 13 clientsAsset managerHybridMaplewood Investments, Inc.
    Schwab 66%U.S. Bancorp Investments 34%
    $1.8B
  29. 3885
    Auxano AdvisorsBellevue, WA · 724 clientsWealth manager
    Schwab 100%
    $1.8B
  30. 3886
    Oak Associates LTDAkron, OH · 42 clientsAsset manager
    UBS 34%PNC Bank National Association 27%BNY 26%
    $1.8B
  31. 3891
    Linden Thomas Advisory Services, LLCCharlotte, NC · 1,366 clientsWealth managerWrap sponsorHybridLinden Thomas and Company Securities, LLC, clears through Wells Fargo Clearing Services
    Wells Fargo 100%
    $1.8B
  32. 3893
    Cahill Financial Advisors, Inc.Edina, MN · 1,115 clientsWealth manager
    Fidelity 51%Schwab 49%
    $1.8B
  33. 3895
    Marco Investment Management LLCAtlanta, GA · 266 clientsWealth manager
    Schwab 100%
    $1.8B
  34. 3897
    Greenwood Capital Associates, LLCGreenwood, SC · 731 clientsWealth managerBank-affiliatedAffiliated broker-dealerCountybanc Investments Services, Inc.
    Commercial Bank - Trust Dept 54%Schwab 46%
    $1.8B
  35. 3899
    Caliber Wealth Management, LLCOverland Park, KS · 1,668 clientsWealth manager
    Raymond James 76%Schwab 24%
    $1.8B
  36. 3900
    Slatestone Wealth LLCJupiter, FL · 563 clientsWealth manager
    Schwab 87%
    $1.8B
  37. 3901
    Curated Wealth Partners, LLCEl Segundo, CA · 74 clientsWealth manager
    Schwab 100%
    $1.8B
  38. 3902
    Schaper Benz & Wise Investment Counsel IncNeenah, WI · 403 clientsWealth manager
    Schwab 100%
    $1.8B
  39. 3906
    Ironwood Investment Counsel, LLCScottsdale, AZ · 554 clientsWealth manager
    Schwab 76%Fidelity 24%
    $1.8B
  40. 3918
    HBW Advisory Services LLCSimi Valley, CA · 13,864 clientsWealth managerHybrid
    Schwab 68%Axos 32%
    $1.7B

RIAs by state