Sunday, October 25, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
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
AtlasFinancial ADVSR
Open free

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. 4899
    DeerfieldIndianapolis, IN · 331 clientsWealth manager
    Schwab 100%
    $1.2B
  2. 4900
    Signet Financial Management, LLCParsippany, NJ · 707 clientsWealth manager
    Schwab 100%
    $1.2B
  3. 4901
    Faithward CapitalLancaster, PA · 167 clientsAsset manager
    Schwab 100%
    $1.2B
  4. 4902
    Kearns and Associates, LLC46 clientsWealth manager
    Schwab 51%Northern Trust 49%
    $1.2B
  5. 4905
    Brand Asset Management Group, Inc.Chesterfield, MO · 355 clientsWealth manager
    Fidelity 51%Schwab 49%
    $1.2B
  6. 4910
    Cheviot Value Management, LLCBeverly Hills, CA · 619 clientsWealth manager
    Schwab 100%
    $1.2B
  7. 4911
    StraightlineTroy, MI · 2,365 clientsWealth manager
    Schwab 53%Fidelity 25%
    $1.2B
  8. 4913
    Leuthold Weeden Capital ManagementMinneapolis, MN · 200 clientsAsset managerHybrid
    Fidelity Distributors Company 62%
    $1.2B
  9. 4916
    Wpwealth LLPFort Worth, TX · 512 clientsWealth manager
    Schwab 100%
    $1.2B
  10. 4919
    Oarsman Capital, IncMilwaukee, WI · 676 clientsWealth manager
    Schwab 100%
    $1.2B
  11. 4923
    Baxter Investment ManagementRiverside, CT · 446 clientsWealth manager
    Schwab 100%
    $1.2B
  12. 4927
    Manhattan West Asset Management, LLCLos Angeles, CA · 383 clientsWealth managerWrap sponsorHybrid
    Schwab 79%
    $1.2B
  13. 4929
    L & S Advisors, IncLos Angeles, CA · 1,093 clientsWealth manager
    Schwab 53%Wells Fargo 25%
    $1.2B
  14. 4933
    Fortis Capital Management LLCBellevue, WA · 688 clientsWealth manager
    Fidelity 61%Schwab 27%
    $1.2B
  15. 4934
    Reagan Companies Asset Management, IncSyracuse, NY · 780 clientsWealth manager
    Schwab 78%Hand Benefits & Trust 22%
    $1.2B
  16. 4940
    Affinity Investment Advisors, LLCNewport Beach, CA · 69 clientsAsset manager
    Fidelity 73%Schwab 27%
    $1.2B
  17. 4941
    NTV Asset Management, LLCCharleston, WV · 376 clientsWealth manager
    Schwab 100%
    $1.2B
  18. 4942
    Lake StreetChicago, IL · 613 clientsWealth managerHybrid
    Raymond James 66%Schwab 34%
    $1.2B
  19. 4943
    Academy Capital ManagementWaco, TX · 996 clientsWealth manager
    Schwab 81%
    $1.2B
  20. 4945
    Frazier Financial Advisors, LLCColumbus, OH · 733 clientsWealth managerHybrid
    Schwab 59%Fidelity 41%
    $1.2B
  21. 4950
    Alaska Wealth AdvisorsAnchorage, AK · 672 clientsWealth manager
    Schwab 100%
    $1.2B
  22. 4951
    Kerberrose Wealth Management, LLCShawano, WI · 1,785 clientsWealth managerHybrid
    Schwab 54%
    $1.2B
  23. 4952
    Jacobs & Company, LLCSan Francisco, CA · 259 clientsWealth manager
    Schwab 100%
    $1.2B
  24. 4953
    Third View Private WealthWestport, CT · 324 clientsWealth managerHybrid
    Schwab 85%
    $1.2B
  25. 4954
    Arkos Global Advisors, LLCHouston, TX · 444 clientsWealth manager
    Schwab 100%
    $1.2B
  26. 4955
    Toth Financial Advisory CorpLeesburg, VA · 655 clientsWealth manager
    Schwab 100%
    $1.2B
  27. 4959
    Canopy Wealth ManagementMiddleton, WI · 601 clientsWealth manager
    Schwab 100%
    $1.2B
  28. 4960
    Longview Wealth ManagementAtlanta, GA · 1,185 clientsWealth managerWrap sponsorHybrid
    Schwab 82%
    $1.2B
  29. 4961
    Kelleher Financial Advisors, LLCNew York, NY · 284 clientsWealth managerHybridWall Street Access, clears through Pershing
    Fidelity 49%Pershing 44%
    $1.2B
  30. 4970
    Atlas Capital Advisors Inc.San Francisco, CA · 157 clientsWealth manager
    Schwab 85%
    $1.1B
  31. 4973
    Accel Wealth ManagementWaverly, IA · 1,381 clientsWealth managerHybrid
    Schwab 72%Principal Securities 28%
    $1.1B
  32. 4980
    Ironvine Capital Partners, LLCOmaha, NE · 170 clientsAsset manager
    Schwab 100%
    $1.1B
  33. 4985
    Elgethun Capital ManagementSioux Falls, SD · 303 clientsWealth manager
    Schwab 100%
    $1.1B
  34. 4986
    Fi3 Financial Advisors, LLCIndianapolis, IN · 258 clientsWealth manager
    Schwab 60%Fidelity 40%
    $1.1B
  35. 4989
    Foundation Resource Management, Inc.Little Rock, AR · 250 clientsWealth manager
    Schwab 81%
    $1.1B
  36. 4990
    Guardian Wealth Strategies, LLCMinneapols, MN · 1,273 clientsWealth manager
    Schwab 87%
    $1.1B
  37. 4991
    Capital Wealth Management, LLCWest Warwick, RI · 655 clientsWealth managerHybrid
    Schwab 86%
    $1.1B
  38. 4992
    Ignite Planners LLCSan Clemente, CA · 4,610 clientsWealth managerHybrid
    Schwab 97%
    $1.1B
  39. 4995
    Oak Harvest Investment ServicesHouston, TX · 978 clientsWealth manager
    Schwab 100%
    $1.1B
  40. 4998
    Castle Creek CapitalSan Diego, CA · 10 clientsPrivate fund adviser
    Schwab 100%
    $1.1B

RIAs by state