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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. 4557
    Moisand Fitzgerald Tamayo, LLCOrlando, FL · 912 clientsWealth manager
    Schwab 100%
    $1.4B
  2. 4558
    Gibraltar Capital Management, Inc.Tulsa, OK · 529 clientsWealth managerBank-affiliated
    Fidelity 73%Schwab 27%
    $1.3B
  3. 4564
    MSH Capital Advisors LLCScottsdale, AZ · 2,361 clientsWealth managerHybridM. S. Howells & Co., clears through Pershing
    Schwab 100%
    $1.3B
  4. 4565
    Cohalo31 clientsAsset manager
    Schwab 100%
    $1.3B
  5. 4566
    Hill Investment GroupSt. Louis, MO · 382 clientsWealth managerHybrid
    Schwab 98%
    $1.3B
  6. 4572
    Wealth Advisors GroupFort Wayne, IN · 1,057 clientsWealth manager
    Schwab 100%
    $1.3B
  7. 4573
    Lodestar Private Asset Management LLCAlamo, CA · 549 clientsWealth manager
    Schwab 100%
    $1.3B
  8. 4576
    Talbot Financial, LLCBellevue, WA · 269 clientsWealth manager
    Schwab 100%
    $1.3B
  9. 4578
    Quadcap Wealth Management, LLCFrisco, TX · 582 clientsWealth manager
    Schwab 100%
    $1.3B
  10. 4579
    FMP Wealth AdvisersAustin, TX · 748 clientsWealth manager
    Schwab 100%
    $1.3B
  11. 4580
    Cypress Wealth Services, LLCPalm Desert, CA · 836 clientsWealth managerHybrid
    Schwab 100%
    $1.3B
  12. 4584
    Aspen Capital Management, LLCBoise, ID · 475 clientsWealth manager
    Schwab 100%
    $1.3B
  13. 4585
    Victory FinancialAustin, TX · 3,003 clientsWealth managerHybrid
    Schwab 100%
    $1.3B
  14. 4586
    Salomon and LudwinRichmond, VA · 459 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $1.3B
  15. 4591
    Inspire Advisors, LLCMeridian, ID · 3,536 clientsWealth manager
    Schwab 87%
    $1.3B
  16. 4592
    Geometric Wealth Advisors, LLC256 clientsWealth manager
    Schwab 84%
    $1.3B
  17. 4594
    David Wendell Associates, Inc.Portsmouth, NH · 459 clientsWealth manager
    Schwab 100%
    $1.3B
  18. 4595
    Evermay Wealth Management, LLCArlington, VA · 567 clientsWealth manager
    Schwab 100%
    $1.3B
  19. 4596
    Fiduciary Financial AdvisorsGrand Rapids, MI · 2,183 clientsWealth manager
    Schwab 69%Fidelity 31%
    $1.3B
  20. 4597
    CWS Financial Advisors LLCKalamazoo, MI · 807 clientsWealth manager
    Schwab 100%
    $1.3B
  21. 4599
    Callahan Advisors, LLCHouston, TX · 447 clientsWealth manager
    Schwab 100%
    $1.3B
  22. 4604
    The Coury FirmPittsburgh, PA · 252 clientsWealth manager
    Schwab 87%
    $1.3B
  23. 4606
    Clark Asset Management, LLC275 clientsWealth manager
    Schwab 100%
    $1.3B
  24. 4607
    Second Line Capital, LLCMetairie, LA · 1,196 clientsWealth managerWrap sponsorHybrid
    LPL Financial 52%Schwab 48%
    $1.3B
  25. 4609
    Iron Gate Global AdvisorsNorth Salt Lake, UT · 1,792 clientsWealth manager
    Schwab 100%
    $1.3B
  26. 4610
    Rhame & Gorrell Wealth ManagementThe Woodlands, TX · 837 clientsWealth manager
    Schwab 84%
    $1.3B
  27. 4611
    Steigerwald, Gordon & Koch - Wealth AdvisorsLeesburg, VA · 709 clientsWealth manager
    Schwab 100%
    $1.3B
  28. 4614
    Live Oak Private Wealth, LLCWilmington, NC · 494 clientsWealth managerBank-affiliated
    Schwab 100%
    $1.3B
  29. 4615
    Marble Harbor Investment Counsel, LLCBoston, MA · 213 clientsWealth manager
    Schwab 55%Fidelity 25%
    $1.3B
  30. 4617
    Wallington Asset ManagementIndianapolis, IN · 337 clientsWealth manager
    Schwab 100%
    $1.3B
  31. 4618
    Canopy Capital GroupWoburn, MA · 9 clientsAsset manager
    Schwab 58%Fidelity 42%
    $1.3B
  32. 4621
    Paragon Capital ManagementDenver, CO · 188 clientsWealth manager
    Schwab 100%
    $1.3B
  33. 4623
    Savoie Capital LLCChicago, IL · 12 clientsWealth manager
    Schwab 46%Merrill / Bank of America 45%
    $1.3B
  34. 4624
    Chequers Financial Management LLCSan Francisco, CA · 256 clientsWealth manager
    Schwab 100%
    $1.3B
  35. 4625
    Capital Investment Services of America IncMilwaukee, WI · 937 clientsWealth manager
    Schwab 100%
    $1.3B
  36. 4627
    Virtue Capital Management, LLCBrentwood, TN · 5,770 clientsWealth managerHybrid
    Schwab 100%
    $1.3B
  37. 4629
    Navellier & Associates IncReno, NV · 1,321 clientsWealth manager
    Schwab 100%
    $1.3B
  38. 4630
    Topsail Wealth Management LLCCharlotte, NC · 210 clientsWealth managerWrap sponsor
    Schwab 100%
    $1.3B
  39. 4636
    Beacon Financial GroupDallas, TX · 1,052 clientsWealth managerHybridGrove Point Advisors, LLC, Grove Point Investments, LLC
    Schwab 89%
    $1.3B
  40. 4638
    Madison PartnersMadison, WI · 2,077 clientsWealth manager
    Fidelity 89%
    $1.3B

RIAs by state