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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. 4323
    River Wealth Advisors LLCCamp Hill, PA · 900 clientsWealth manager
    Schwab 100%
    $1.5B
  2. 4328
    Cypress Point Wealth Management, LLCDallas, TX · 177 clientsWealth manager
    Fidelity 81%
    $1.5B
  3. 4330
    Aerodigm Wealth LLCLake Oswego, OR · 256 clientsWealth manager
    Fidelity 57%Schwab 43%
    $1.5B
  4. 4334
    Martel Wealth Advisors, LLCVancouver, WA · 1,033 clientsWealth manager
    Schwab 81%
    $1.5B
  5. 4340
    Redhawk Wealth Advisors, Inc.Minneapolis, MN · 3,205 clientsWealth managerHybrid
    Schwab 100%
    $1.5B
  6. 4341
    Mediqus Asset Advisors, Inc.Chicago, IL · 831 clientsWealth managerHybrid
    Schwab 100%
    $1.5B
  7. 4343
    Shade Tree Advisors LLCSaratoga Springs, NY · 34 clientsWealth manager
    Schwab 66%Fidelity 34%
    $1.5B
  8. 4345
    Alpine Private WealthSaint Louis, MO · 295 clientsWealth manager
    Schwab 100%
    $1.5B
  9. 4346
    Icapital, LLCBoston, MA · 220 clientsAsset manager
    Fidelity 62%Schwab 28%
    $1.5B
  10. 4351
    Cary Street Partners Asset ManagementRichmond, VA · 1,836 clientsWealth managerWrap sponsorHybridCary Street Partners LLC
    Wells Fargo 71%Schwab 29%
    $1.4B
  11. 4352
    Valley Wealth Strategies, LLCLodi, CA · 4,055 clientsWealth managerHybrid
    Schwab 66%
    $1.4B
  12. 4354
    Apollon Financial, LLCMount Pleasant, SC · 1,258 clientsWealth managerHybrid
    LPL Financial 76%
    $1.4B
  13. 4361
    Private Capital ManagementNaples, FL · 461 clientsWealth managerHybridCarnes Capital Corporation
    Fidelity 85%
    $1.4B
  14. 4364
    Northeast Financial Group, Inc.Allentown, PA · 739 clientsAsset manager
    Schwab 70%Matrix Trust 30%
    $1.4B
  15. 4365
    D'orazio Wealth AdvisorsVienna, VA · 291 clientsWealth manager
    Schwab 69%Fidelity 31%
    $1.4B
  16. 4366
    Campbell Newman Asset Management IncMilwaukee, WI · 1,475 clientsWealth manager
    Schwab 100%
    $1.4B
  17. 4368
    Spirepoint Private Client, LLCVero Beach, FL · 1,376 clientsWealth managerWrap sponsorHybrid
    Goldman Sachs 78%
    $1.4B
  18. 4371
    Pinkerton Wealth PartnersCoeur D'alene, ID · 1,262 clientsWealth managerHybrid
    Schwab 99%
    $1.4B
  19. 4372
    Isthmus Partners, LLCMadison, WI · 381 clientsWealth managerWrap sponsor
    Schwab 96%
    $1.4B
  20. 4384
    Portside Wealth Group, LLCProvo, UT · 6,475 clientsWealth managerHybrid
    Schwab 100%
    $1.4B
  21. 4391
    Anderson Hoagland & CoSt Louis, MO · 150 clientsWealth manager
    Schwab 53%Merrill / Bank of America 29%
    $1.4B
  22. 4394
    United Advisor GroupCincinnati, OH · 6,600 clientsWealth managerHybrid
    SEI 43%Schwab 41%
    $1.4B
  23. 4401
    Ironsides Asset Advisors, LLCRocky Mount, NC · 39 clientsWealth manager
    Schwab 100%
    $1.4B
  24. 4402
    MBL AdvisorsCharlotte, NC · 270 clientsWealth managerHybrid
    Schwab 100%
    $1.4B
  25. 4406
    Revolve Wealth Partners, LLCHackensack, NJ · 698 clientsWealth manager
    Schwab 100%
    $1.4B
  26. 4409
    Fourstar Wealth Advisors, LLCChicago, IL · 1,798 clientsWealth managerHybrid
    Schwab 84%
    $1.4B
  27. 4414
    Antolino Wealth AdvisorsColumbus, OH · 968 clientsWealth managerHybrid
    Schwab 100%
    $1.4B
  28. 4416
    V-Square Quantitative ManagementChicago, IL · 49 clientsWealth manager
    Northern Trust 37%BNY 26%
    $1.4B
  29. 4417
    Wingate Wealth Advisors, Inc.Lexington, MA · 649 clientsWealth manager
    Schwab 100%
    $1.4B
  30. 4420
    Blueprint Financial AdvisorsCharlotte, NC · 2,330 clientsWealth managerHybridMaplewood Investments, Inc.
    Schwab 100%
    $1.4B
  31. 4430
    Souders Financial Advisors, LLCCincinnati, OH · 1,351 clientsWealth managerHybrid
    Schwab 100%
    $1.4B
  32. 4431
    Greene Wealth Management, LLCSeattle, WA · 398 clientsWealth manager
    Schwab 100%
    $1.4B
  33. 4432
    Claro Advisors Inc.Boston, MA · 1,123 clientsWealth manager
    Fidelity 80%
    $1.4B
  34. 4433
    Seven Springs Wealth GroupBrentwood, TN · 400 clientsWealth manager
    Fidelity 83%
    $1.4B
  35. 4435
    First Light Asset Management, LLCEdina, MN · 861 clientsPrivate fund adviser
    RBC 84%
    $1.4B
  36. 4437
    Ellsworth Advisors, LLCHudson, OH · 860 clientsWealth managerWrap sponsor
    Schwab 100%
    $1.4B
  37. 4438
    Cumberland Investment Counsel Inc.Toronto Ontario, Canada · 48 clientsPrivate fund adviserHybridCumberland Private Wealth Management Inc.
    National Bank Financial 50%Schwab 50%
    $1.4B
  38. 4439
    Greenline PartnersNew York, NY · 59 clientsWealth manager
    J.P. Morgan 48%Schwab 41%
    $1.4B
  39. 4445
    49 FinancialAustin, TX · 3,839 clientsWealth managerHybrid
    Schwab 100%
    $1.4B
  40. 4448
    Howard Financial Services, LTD.Dallas, TX · 446 clientsWealth manager
    Schwab 100%
    $1.4B

RIAs by state