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FP Why fee-based models are the future of advisor compensationIN Inheritance conflict is the rule, not the exception, Wells Fargo findsIN Private equity leads public pension returns for 14th straight yearIN Medicare gaps leave retirees dangerously exposed to health care costsIN Taxable accounts surpass retirement savings as US households diversify portfoliosIN What a former RIA founder wants advisors to know about AIWM FINNY AI Partners with Visionary Square on ProspectingWM Healthspan Wealth Launches Platform for AdvisorsRB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch next
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas 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. 839
    Thompson Siegel & Walmsley LLCRichmond, VA · 302 clientsAsset managerHybrid
    BNY 62%
    $21B
  2. 847
    Bahl & Gaynor LLCCincinnati, OH · 889 clientsAsset managerHybrid
    UBS 34%Schwab 33%
    $21B
  3. 850
    Baker Street Advisors, LLCSAN Francisco, CA · 538 clientsWealth managerPublic-company ownedAffiliated broker-dealer
    Schwab 54%Fidelity 46%
    $21B
  4. 857
    Offit CapitalNew York, NY · 378 clientsWealth manager
    Schwab 100%
    $21B
  5. 874
    Summit Trail Advisors, LLCNew York, NY · 742 clientsWealth managerHybridSummit Trail Securities, LLC
    Pershing 55%Schwab 25%
    $20B
  6. 875
    New Edge WealthStamford, CT · 3,692 clientsWealth managerWrap sponsorHybridMID Atlantic Clearing & Settlement Corporation, Newedge Securities, LLC
    Fidelity 85%
    $20B
  7. 877
    RWA Wealth PartnersBoston, MA · 6,027 clientsWealth manager
    Fidelity 81%
    $20B
  8. 891
    Choreo, LLCRockford, IL · 6,891 clientsWealth managerHybrid
    Schwab 86%
    $19B
  9. 932
    Townsquare Capital, LLCLehi, UT · 96 clientsAsset managerHybridBrinker Capital Securities, LLC, clears through National Financial Services (Fidelity)
    Schwab 88%
    $18B
  10. 934
    Aspiriant, LLCLOS Angeles, CA · 2,357 clientsWealth manager
    Schwab 100%
    $18B
  11. 949
    Modera Wealth Management, LLCWestwood, NJ · 6,308 clientsWealth manager
    Schwab 77%Fidelity 23%
    $18B
  12. 952
    Geowealth Management LLCChicago, IL · 51,018 clientsWealth manager
    Schwab 73%Fidelity 27%
    $18B
  13. 969
    Manning & Napier Advisors, LLCFairport, NY · 3,474 clientsAsset managerHybridManning & Napier Investor Services, Inc.
    Exeter Trust 73%Schwab 27%
    $17B
  14. 971
    Mission Wealth Management, LPSanta Barbara, CA · 5,341 clientsWealth manager
    Fidelity 62%Schwab 38%
    $17B
  15. 973
    Allen Investment Management, LLCNew York, NY · 144 clientsWealth managerAffiliated broker-dealerAllen & Company LLC, clears through Pershing
    Fidelity 37%Schwab 27%
    $17B
  16. 982
    Citizens Private WealthTarrytown, NY · 2,567 clientsWealth managerBank-affiliatedHybridCitizens JMP Securities, LLC, Citizens Securities, Inc.
    Fidelity 54%Schwab 46%
    $17B
  17. 995
    Independent Financial PartnersTampa, FL · 54,154 clientsWealth managerHybridIFP Securities, LLC, clears through Pershing
    Fidelity 34%Schwab 30%
    $16B
  18. 1006
    FartherSAN Francisco, CA · 14,965 clientsWealth managerWrap sponsorAffiliated broker-dealerFarther Securities, LLC
    Schwab 61%Fidelity 39%
    $16B
  19. 1011
    Mycio Wealth Partners, LLCPhiladelphia, PA · 943 clientsWealth managerPublic-company ownedAffiliated broker-dealer
    Schwab 100%
    $16B
  20. 1015
    Concurrent Investment Advisors, LLCTampa, FL · 13,277 clientsWealth managerWrap sponsorHybrid
    Fidelity 74%
    $16B
  21. 1026
    Evercore Wealth Management, LLCNew York, NY · 791 clientsWealth managerBank-affiliatedAffiliated broker-dealerEvercore Group L.L.C.
    Evercore Trust Company 89%
    $16B
  22. 1027
    Osaic Advisory Services, LLCAtlanta, GA · 29,898 clientsWealth managerHybridLadenburg Thalmann & Co. Inc., Osaic Institutions, Inc.
    Schwab 70%Fidelity 30%
    $15B
  23. 1038
    CW Advisors, LLCBoston, MA · 6,542 clientsWealth managerAffiliated broker-dealerLadenburg Thalmann & Co. Inc., Osaic Services, Inc.
    Fidelity 54%Schwab 46%
    $15B
  24. 1042
    Onepoint BFG Wealth PartnersParsippany, NJ · 8,647 clientsWealth managerWrap sponsorHybrid
    Schwab 72%LPL Financial 28%
    $15B
  25. 1048
    The London Company of VirginiaRichmond, VA · 6,122 clientsAsset manager
    UBS 72%Schwab 28%
    $15B
  26. 1053
    Atlanta Consulting Group Advisors, LLCAtlanta, GA · 364 clientsAsset managerHybrid
    Raymond James 53%US Bancorp 29%
    $15B
  27. 1058
    Zacks Investment Management, Inc.Chicago, IL · 3,741 clientsAsset managerHybridLbmz Securities, Inc., clears through Interactive Brokers
    Schwab 38%Fidelity 30%
    $15B
  28. 1060
    Freestone Capital Management, LLCSeattle, WA · 2,994 clientsWealth manager
    Schwab 100%
    $15B
  29. 1079
    Aptus Capital Advisors, LLCFairhope, AL · 12,707 clientsWealth manager
    Schwab 73%Fidelity 27%
    $14B
  30. 1086
    Prime Buchholz LLCPortsmouth, NH · 243 clientsAsset manager
    U.S. Bank 70%
    $14B
  31. 1087
    Circle Wealth Management, LLCSummit, NJ · 380 clientsWealth manager
    Schwab 79%
    $14B
  32. 1097
    Coldstream Wealth ManagementBellevue, WA · 4,386 clientsWealth managerHybridColdstream Securities, Inc.
    Fidelity 57%Schwab 43%
    $14B
  33. 1101
    ConcentricWalnut Creek, CA · 5,371 clientsWealth manager
    Schwab 51%PNC Bank 26%Fidelity 23%
    $14B
  34. 1102
    Dynasty Wealth Management, LLCSt. Petersburg, FL · 17 clientsAsset managerHybridDynasty Securities, LLC
    Fidelity 67%Schwab 33%
    $14B
  35. 1105
    Madison Investment Advisors, LLCMadison, WI · 16,164 clientsAsset managerHybridMFD Distributor, LLC
    Schwab 40%UBS 30%Morgan Stanley 30%
    $14B
  36. 1112
    Ameritas Advisory Services, LLCLincoln, NE · 29,718 clientsWealth managerHybridAmeritas Investment Company, LLC, clears through National Financial Services (Fidelity)
    Fidelity 67%Schwab 33%
    $14B
  37. 1128
    The Mather Group, LLCChicago, IL · 4,773 clientsWealth manager
    Fidelity 56%Schwab 44%
    $13B
  38. 1153
    Alphacore Capital LLCLa Jolla, CA · 4,065 clientsWealth manager
    Schwab 71%Fidelity 29%
    $13B
  39. 1168
    United Planners' Financial Services of America A Limited PartnerScottsdale, AZ · 30,369 clientsBroker-dealer firmHybrid
    Schwab 70%
    $13B
  40. 1169
    Cbiz Investment Advisory Services, LLCCleveland, OH · 2,850 clientsAsset managerHybridCbiz Financial Solutions, Inc.
    Fidelity 27%
    $13B

RIAs by state