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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. 5004
    Provident Investment Management, Inc.Novi, MI · 318 clientsWealth manager
    Schwab 100%
    $1.1B
  2. 5005
    The De Burlo Group, Inc.Boston, MA · 113 clientsAsset manager
    BNY 65%
    $1.1B
  3. 5013
    EllevestNew York, NY · 471 clientsWealth managerPublic-company owned
    Schwab 100%
    $1.1B
  4. 5019
    Meramec Financial Planners, LLCClayton, MO · 474 clientsWealth manager
    Schwab 100%
    $1.1B
  5. 5020
    Sharkey Howes & Javer IncDenver, CO · 886 clientsWealth manager
    Schwab 100%
    $1.1B
  6. 5021
    Aviance Capital Partners LLCNaples, FL · 372 clientsWealth manager
    Schwab 100%
    $1.1B
  7. 5024
    Insight Wealth PartnersPlano, TX · 959 clientsWealth manager
    Schwab 55%Fidelity 45%
    $1.1B
  8. 5025
    Addison CapitalConshohocken, PA · 285 clientsAsset managerHybridNest Investments BD LLC
    Schwab 100%
    $1.1B
  9. 5026
    Kohmann Bosshard Financial Services, LLC.Akron, OH · 510 clientsWealth manager
    Schwab 100%
    $1.1B
  10. 5030
    Fiduciary Financial Group, LLCSan Rafael, CA · 415 clientsWealth manager
    Schwab 100%
    $1.1B
  11. 5031
    Cadinha & Co LLCHonolulu, HI · 639 clientsWealth manager
    Schwab 100%
    $1.1B
  12. 5035
    Blue Bell Private Wealth Management, LLCBlue Bell, PA · 811 clientsWealth manager
    Schwab 100%
    $1.1B
  13. 5036
    Overbrook Management CorporationNew York, NY · 123 clientsWealth manager
    Fidelity 80%
    $1.1B
  14. 5037
    Adamsbrown Wealth Consultants LLCWichita, KS · 1,943 clientsWealth manager
    Schwab 100%
    $1.1B
  15. 5039
    Wealthplan PartnersOmaha, NE · 1,711 clientsWealth managerHybrid
    Schwab 100%
    $1.1B
  16. 5040
    Bluestem Wealth Partners, LLCMinnetonka, MN · 1,687 clientsWealth manager
    Schwab 100%
    $1.1B
  17. 5042
    Knightsbridge Wealth ManagementNewport Beach, CA · 546 clientsWealth manager
    Fidelity 78%
    $1.1B
  18. 5047
    ASA Managed Account Managers LLCMinneapolis, MN · 227 clientsWealth manager
    Schwab 77%Cadence Bank 23%
    $1.1B
  19. 5049
    Lynx Investment Advisory, LLCWashington, DC · 236 clientsWealth managerHybrid
    Schwab 52%Fidelity Distributors Company 48%
    $1.1B
  20. 5052
    HTG Investment Advisors IncNew Canaan, CT · 377 clientsWealth manager
    Schwab 64%Fidelity 36%
    $1.1B
  21. 5053
    Smith Brothers Financial, LLCGlastonbury, CT · 494 clientsAsset managerHybrid
    LPL Financial 91%
    $1.1B
  22. 5055
    Capital Advisors Wealth ManagementYakima, WA · 1,051 clientsWealth manager
    Schwab 86%
    $1.1B
  23. 5057
    Arthur M. Cohen & Associates LLCNorthbrook, IL · 191 clientsWealth manager
    Pershing 99%
    $1.1B
  24. 5063
    Dock Street Asset Management IncPalm Beach, FL · 178 clientsWealth manager
    Schwab 100%
    $1.1B
  25. 5066
    Heirloom Wealth Management LLCGreenwood Village, CO · 853 clientsWealth manager
    Schwab 100%
    $1.1B
  26. 5070
    Laurel Wealth Advisors, LLCCharlotte, NC · 547 clientsWealth manager
    Fidelity 89%
    $1.1B
  27. 5072
    Financial Advisors Network, Inc.Tustin, CA · 823 clientsWealth managerWrap sponsor
    Schwab 100%
    $1.1B
  28. 5077
    Financial Advisory CorporationGrand Rapids, MI · 293 clientsWealth manager
    Schwab 100%
    $1.1B
  29. 5078
    Riverbend Capital Advisors, LLCChicago, IL · 239 clientsWealth manager
    Schwab 53%Fidelity 24%J.P. Morgan 23%
    $1.1B
  30. 5079
    Berkeley Capital Partners, LLCMilton, GA · 1,605 clientsWealth managerHybrid
    Schwab 100%
    $1.1B
  31. 5082
    Integrity Advisory SolutionsDallas, TX · 2,428 clientsWealth managerHybridIntegrity Alliance, LLC, Integrity Capital, LLC
    Schwab 83%
    $1.1B
  32. 5083
    Coppell Advisory Solutions LLCDallas, TX · 8,850 clientsWealth managerHybrid
    Schwab 100%
    $1.1B
  33. 5086
    Minneapolis Portfolio Management Group, LLCWayzata, MN · 1,830 clientsWealth manager
    Schwab 100%
    $1.1B
  34. 5088
    Enclave Advisors, LLCAustin, TX · 75 clientsWealth manager
    Schwab 92%
    $1.1B
  35. 5092
    Bruni J V & CoColorado Springs, CO · 386 clientsWealth manager
    Schwab 100%
    $1.1B
  36. 5094
    The Pacific Center for Financial ServicesDanville, CA · 789 clientsWealth manager
    Schwab 100%
    $1.1B
  37. 5095
    Asset Consulting Group, LLCClayton, MO · 161 clientsAsset managerAffiliated broker-dealer
    Northern Trust 24%
    $1.1B
  38. 5096
    Financial ConsulateHunt Valley, MD · 849 clientsWealth manager
    Schwab 95%
    $1.1B
  39. 5097
    Night Owl Capital Management, LLCGreenwich, CT · 219 clientsWealth manager
    Fidelity 65%
    $1.1B
  40. 5100
    Towneley Capital Management, Inc.Laguna Hills, CA · 240 clientsAsset manager
    Schwab 100%
    $1.1B

RIAs by state