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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. 4780
    Middleton & Company Inc.Boston, MA · 368 clientsWealth manager
    State Street 61%Fidelity 22%
    $1.2B
  2. 4781
    Aspire Capital Advisors LLCSeattle, WA · 2,123 clientsWealth managerHybrid
    Schwab 100%
    $1.2B
  3. 4782
    Graves Light LenhartHarrisonburg, VA · 438 clientsWealth manager
    Schwab 100%
    $1.2B
  4. 4783
    Three Seasons WealthSalt Lake City, UT · 390 clientsWealth manager
    Schwab 80%
    $1.2B
  5. 4784
    Keen Wealth AdvisorsOverland Park, KS · 1,018 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $1.2B
  6. 4789
    Henry H. Armstrong Associates, Inc.Pittsburgh, PA · 141 clientsWealth manager
    Fidelity 54%Schwab 46%
    $1.2B
  7. 4791
    HCM Wealth AdvisorsCincinnati, OH · 850 clientsWealth manager
    Schwab 100%
    $1.2B
  8. 4795
    Legacy Edge AdvisorsSyosset, NY · 532 clientsWealth managerWrap sponsor
    Schwab 100%
    $1.2B
  9. 4797
    Vision Capital Management IncPortland, OR · 1,800 clientsWealth manager
    Schwab 70%Fidelity 30%
    $1.2B
  10. 4799
    Berkshire Money Management, Inc.Dalton, MA · 903 clientsWealth manager
    Schwab 100%
    $1.2B
  11. 4806
    Decisionpoint Financial, LLCMesa, AZ · 691 clientsAsset manager
    Schwab 100%
    $1.2B
  12. 4814
    Element Pointe Family OfficeMiami, FL · 54 clientsWealth manager
    Fidelity 92%
    $1.2B
  13. 4819
    Cabot Wealth ManagementBeverly, MA · 650 clientsWealth manager
    Schwab 100%
    $1.2B
  14. 4820
    Parthenon LLCLouisville, KY · 243 clientsWealth manager
    Schwab 100%
    $1.2B
  15. 4823
    Seasons of Advice Wealth ManagementNew York, NY · 891 clientsWealth managerWrap sponsorAffiliated broker-dealer
    Schwab 100%
    $1.2B
  16. 4825
    De Groote Financial Group, LLCThousand Oaks, CA · 377 clientsWealth managerWrap sponsor
    Schwab 100%
    $1.2B
  17. 4829
    Fielder Capital Group LLCNashville, TN · 131 clientsWealth manager
    Fidelity 56%Schwab 44%
    $1.2B
  18. 4833
    ARQ Wealth Advisors, LLCScottsdale, AZ · 605 clientsWealth manager
    Schwab 100%
    $1.2B
  19. 4836
    James Investment Research IncXenia, OH · 431 clientsAsset managerHybrid
    Schwab 47%Morgan Stanley 39%
    $1.2B
  20. 4841
    Schwerin Boyle Capital Management, IncSpringfield, MA · 153 clientsWealth manager
    Fidelity 34%Schwab 33%Wells Fargo 32%
    $1.2B
  21. 4843
    Van Cleef Asset Management IncBeachwood, OH · 226 clientsWealth manager
    Schwab 85%
    $1.2B
  22. 4845
    Wespac Advisors, LLCOrinda, CA · 639 clientsAsset managerAffiliated broker-dealer
    Schwab 100%
    $1.2B
  23. 4849
    Arista Wealth Management, LLCLas Vegas, NV · 530 clientsWealth manager
    Fidelity 67%Schwab 33%
    $1.2B
  24. 4852
    Columbia Asset Management, L.L.C.Ann Arbor, MI · 431 clientsWealth manager
    Schwab 100%
    $1.2B
  25. 4855
    Autumn Lane Advisors, LLCHouston, TX · 73 clientsWealth manager
    Schwab 100%
    $1.2B
  26. 4858
    Cedar Mountain Advisors, LLCLake Oswego, OR · 890 clientsWealth manager
    Schwab 90%
    $1.2B
  27. 4864
    Centura Wealth AdvisorySan Diego, CA · 588 clientsWealth manager
    Schwab 100%
    $1.2B
  28. 4865
    Richard Young AdvisorsAugusta, GA · 1,940 clientsWealth manager
    Schwab 100%
    $1.2B
  29. 4869
    Tobias Financial AdvisorsPlantation, FL · 383 clientsWealth manager
    Schwab 100%
    $1.2B
  30. 4877
    Avier Wealth AdvisorsBellevue, WA · 583 clientsWealth manager
    Schwab 57%Fidelity 43%
    $1.2B
  31. 4880
    Founders Financial Alliance, LLCRaleigh, NC · 2,412 clientsWealth managerHybrid
    LPL Financial 64%
    $1.2B
  32. 4881
    Tvamp, LLCKnoxville, TN · 2,553 clientsWealth managerHybrid
    LPL Financial 88%
    $1.2B
  33. 4883
    Sachem Hill LLCDenver, CO · 141 clientsWealth manager
    Schwab 81%
    $1.2B
  34. 4884
    Thepartners Wealth ManagementCarmel by the Sea, CA · 6,212 clientsWealth managerWrap sponsorHybrid
    Schwab 87%
    $1.2B
  35. 4888
    TCP Asset Management, LLCUpper Arlington, OH · 2,221 clientsWealth managerHybrid
    Schwab 86%
    $1.2B
  36. 4889
    Verus Financial PartnersRichmond, VA · 636 clientsWealth manager
    Schwab 100%
    $1.2B
  37. 4890
    Cooper/haims Advisors, LLCVictor, NY · 527 clientsWealth managerBank-affiliatedHybridESL Investment Services, LLC, clears through LPL Financial
    Schwab 100%
    $1.2B
  38. 4893
    Evergreen WealthSpringfield, IL · 679 clientsWealth manager
    Schwab 82%
    $1.2B
  39. 4894
    Crusonia Wealth Advisors LLCDenver, CO · 542 clientsWealth manager
    Schwab 100%
    $1.2B
  40. 4896
    Dinuzzo Private Wealth, Inc.Beaver, PA · 796 clientsWealth managerHybrid
    Schwab 88%
    $1.2B

RIAs by state