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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. 4451
    Werba Rubin Papier Wealth Management, LLCSan Jose, CA · 677 clientsWealth manager
    Schwab 87%
    $1.4B
  2. 4453
    Verity Investment PartnersBeaufort, SC · 472 clientsWealth manager
    Schwab 100%
    $1.4B
  3. 4455
    Asset AdvisorsAugusta, GA · 476 clientsWealth managerAffiliated broker-dealer
    Schwab 100%
    $1.4B
  4. 4457
    Acorn Financial Advisory Services, Inc.Reston, VA · 2,619 clientsWealth managerHybrid
    Schwab 100%
    $1.4B
  5. 4459
    St. Denis J. Villere & Co., LLCNew Orleans, LA · 381 clientsWealth manager
    Schwab 100%
    $1.4B
  6. 4460
    Matrix Asset Advisors IncWhite Plains, NY · 650 clientsWealth manager
    Schwab 100%
    $1.4B
  7. 4464
    Marietta Wealth Management, LLCMarietta, GA · 474 clientsWealth manager
    Schwab 81%
    $1.4B
  8. 4465
    Inspirion Wealth Advisors, LLCLibertyville, IL · 955 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $1.4B
  9. 4466
    Ironview Capital Management, LLCConshohocken, PA · 445 clientsWealth manager
    Schwab 77%Fidelity 23%
    $1.4B
  10. 4468
    Syntegra Private Wealth Group LLCChesterfield, MO · 2,125 clientsWealth managerHybrid
    Schwab 100%
    $1.4B
  11. 4470
    Elyxium Wealth LLCBeverly Hills, CA · 56 clientsWealth manager
    Northern Trust 40%Fidelity 39%
    $1.4B
  12. 4474
    Denali Advisors, LLCSan Diego, CA · 291 clientsAsset manager
    BNY 38%
    $1.4B
  13. 4475
    Journey Wealth ManagementCleveland, OH · 879 clientsWealth manager
    Fidelity 51%Schwab 49%
    $1.4B
  14. 4478
    Strategic Wealth Investment Group, LLCLouisville, KY · 3,900 clientsWealth manager
    Schwab 100%
    $1.4B
  15. 4479
    The Pinnacle Financial GroupRockville Centre, NY · 3,208 clientsWealth managerHybrid
    LPL Financial 97%
    $1.4B
  16. 4481
    B.O.S.S. Retirement Advisors, LLCLehi, UT · 5,013 clientsWealth manager
    Schwab 89%
    $1.4B
  17. 4482
    Recurrent Investment Advisors LLCHouston, TX · 16 clientsAsset managerHybrid
    Northern Trust 64%
    $1.4B
  18. 4483
    Level Four Capital ManagementDallas, TX · 3,533 clientsWealth managerWrap sponsorHybridCRI M&a Advisors, LLC, Level Four Financial, LLC
    Raymond James 76%
    $1.4B
  19. 4484
    Cascade Financial Partners, LLCSan Diego, CA · 283 clientsWealth manager
    Schwab 72%Fidelity 28%
    $1.4B
  20. 4497
    Granville Capital, Inc.Greensboro, NC · 39 clientsPrivate fund adviser
    Schwab 100%
    $1.4B
  21. 4501
    The Planning Center, Inc.Moline, IL · 912 clientsWealth manager
    Schwab 50%Axos 50%
    $1.4B
  22. 4502
    Affiance Financial LLCSt. Louis Park, MN · 1,183 clientsWealth managerHybrid
    Schwab 100%
    $1.4B
  23. 4504
    J. L. Bainbridge & Co., Inc.Sarasota, FL · 839 clientsWealth manager
    Schwab 100%
    $1.4B
  24. 4506
    Onyx Bridge Wealth Group LLCTarrytown, NY · 1,846 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $1.4B
  25. 4507
    The InstituteDenver, CO · 817 clientsWealth managerHybrid
    Schwab 100%
    $1.4B
  26. 4508
    Black Diamond Financial, LLCLutherville, MD · 361 clientsWealth manager
    Schwab 100%
    $1.4B
  27. 4512
    Meridian Wealth Partners, LLCEast Norriton, PA · 810 clientsWealth managerBank-affiliated
    Schwab 85%
    $1.4B
  28. 4520
    Capital Advisors, LTD., LLCShaker Heights, OH · 1,106 clientsWealth managerHybrid
    Pershing 59%Schwab 41%
    $1.4B
  29. 4521
    Roosevelt Capital Management LLCDallas, TX · 69 clientsAsset manager
    BNY 76%
    $1.4B
  30. 4524
    Sheets Smith Wealth ManagementWinston Salem, NC · 423 clientsWealth manager
    Schwab 66%
    $1.4B
  31. 4527
    Penn Davis McFarland IncDallas, TX · 211 clientsWealth manager
    Schwab 50%Frost Bank 41%
    $1.4B
  32. 4528
    Kera Capital PartnersSan Jose, CA · 329 clientsWealth manager
    Schwab 50%Fidelity 50%
    $1.4B
  33. 4530
    One DAY in July LLCBurlington, VT · 1,381 clientsWealth manager
    Schwab 100%
    $1.4B
  34. 4540
    Cornerstone Capital, Inc.Palo Alto, CA · 150 clientsWealth manager
    Schwab 85%
    $1.4B
  35. 4541
    Sgroi Wealth Advisory Group LLCWest Seneca, NY · 7,676 clientsWealth managerHybrid
    IPX 100%
    $1.4B
  36. 4542
    Midwest Capital Advisors, LLCGrand Rapids, MI · 337 clientsAsset manager
    Empower Financial Services 34%Schwab 31%
    $1.4B
  37. 4543
    Symphony Financial, LTD. Co.Houston, TX · 2,850 clientsWealth managerWrap sponsorHybrid
    LPL Financial 77%Schwab 23%
    $1.4B
  38. 4546
    Total Investment Management, Inc.Scottsdale, AZ · 1,186 clientsWealth managerAffiliated broker-dealerVision 4 Fund Distributors LLC
    Schwab 70%
    $1.4B
  39. 4551
    Capital Investment Counsel, LLCDenver, CO · 468 clientsWealth manager
    Schwab 100%
    $1.4B
  40. 4555
    Fifth Avenue Family OfficeNaples, FL · 9 clientsWealth manager
    J.P. Morgan 61%Schwab 31%
    $1.4B

RIAs by state