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Est. 2026The front page of wealth managementNew York

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4K 55ip Expands Unified Managed Accounts with BlackRockRB 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 Expansion
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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. 5102
    Tanara Wealth Management LLCLehi, UT · 390 clientsWealth manager
    Schwab 100%
    $1.1B
  2. 5104
    Holt Capital Partners, L.P.Fort Worth, TX · 142 clientsWealth manager
    Schwab 85%
    $1.1B
  3. 5107
    The Joseph Group Capital ManagementColumbus, OH · 832 clientsWealth manager
    Schwab 100%
    $1.1B
  4. 5113
    Wescap GroupGlendale, CA · 331 clientsWealth manager
    Schwab 100%
    $1.1B
  5. 5114
    Dixon Financial Services335 clientsWealth manager
    Schwab 100%
    $1.1B
  6. 5119
    Integrated Investment Consultants, LLCBloomfield Hills, MI · 285 clientsWealth manager
    Schwab 100%
    $1.1B
  7. 5127
    Austin Wealth Management, LLCAustin, TX · 629 clientsWealth managerHybrid
    Schwab 100%
    $1.1B
  8. 5128
    FPL Capital Management, LLCMetairie, LA · 324 clientsWealth manager
    Schwab 54%Fidelity Distributors Company 46%
    $1.1B
  9. 5131
    Sovereign Financial Group, Inc.Stamford, CT · 1,312 clientsWealth managerHybrid
    Raymond James 84%
    $1.1B
  10. 5132
    Randolph Co IncCincinnati, OH · 59 clientsAsset manager
    Schwab 100%
    $1.1B
  11. 5135
    Corvus Wealth Advisors LLCTempleton, CA · 518 clientsWealth manager
    Schwab 82%
    $1.1B
  12. 5141
    Summit Asset Management LLCMemphis, TN · 532 clientsWealth manager
    Schwab 100%
    $1.1B
  13. 5142
    Goldstein Advisors, LLCMadison, WI · 1,070 clientsWealth managerHybridKestra Investment Services, LLC
    Schwab 100%
    $1.1B
  14. 5143
    Pointoak Retirement AdvisorsMcLean, VA · 103 clientsAsset manager
    ADP Broker-Dealer 56%Transamerica Capital 22%
    $1.1B
  15. 5145
    Concentus Wealth AdvisorsNewtown Square, PA · 344 clientsWealth managerHybrid
    Schwab 100%
    $1.1B
  16. 5150
    Sterling Investment Advisors LTD.Berwyn, PA · 442 clientsWealth managerHybrid
    Schwab 100%
    $1.1B
  17. 5152
    Fulcrum Capital, LLCSeattle, WA · 329 clientsWealth manager
    Schwab 100%
    $1.1B
  18. 5155
    Elwood & GoetzAthens, GA · 686 clientsWealth manager
    Schwab 100%
    $1.1B
  19. 5156
    Mattern Capital Management, LLCLakewood, CO · 436 clientsWealth manager
    Schwab 100%
    $1.1B
  20. 5157
    American Investment Services IncGreat Barrington, MA · 378 clientsWealth manager
    Schwab 100%
    $1.1B
  21. 5158
    Spinnaker Investment Group, LLCNewport Beach, CA · 1,025 clientsWealth manager
    Schwab 100%
    $1.1B
  22. 5162
    Occidental Asset Management, LLCBurlingame, CA · 908 clientsWealth manager
    Schwab 100%
    $1.1B
  23. 5164
    Hendershot Investments, Inc.526 clientsWealth manager
    Schwab 100%
    $1.1B
  24. 5166
    Balboa Wealth Partners, Inc.Scottsdale, AZ · 1,127 clientsWealth managerHybrid
    Schwab 100%
    $1.1B
  25. 5167
    Foguth Wealth Management, LLC.Brighton, MI · 2,690 clientsWealth manager
    Schwab 100%
    $1.1B
  26. 5168
    Concord Wealth PartnersAbingdon, VA · 1,274 clientsWealth managerHybrid
    Schwab 73%Fidelity 27%
    $1.1B
  27. 5169
    Jackson Wealth Management, LLCLake Mary, FL · 900 clientsWealth managerHybrid
    Schwab 100%
    $1.1B
  28. 5170
    AC Wealth PartnersBerwyn, PA · 428 clientsAsset managerAffiliated broker-dealerEnvestnet Securities, Inc., Fidx Markets LLC
    Fidelity 88%
    $1.1B
  29. 5171
    Yeske Buie Inc.Vienna, VA · 469 clientsWealth manager
    Schwab 100%
    $1.1B
  30. 5174
    St. Clair Advisors, LLCMayfield Heights, OH · 133 clientsWealth manager
    Schwab 100%
    $1.1B
  31. 5176
    Marquette Wealth ManagementMinnetonka, MN · 229 clientsWealth manager
    Schwab 100%
    $1.1B
  32. 5177
    RMC Investment AdvisorsWest Hartford, CT · 383 clientsWealth manager
    Fidelity Distributors Company 59%Fifth Third Bank 25%
    $1.1B
  33. 5180
    Fiduciary Benefits Group309 clientsAsset manager
    Tiaa-Cref Individual & Institutional Services 68%
    $1.1B
  34. 5184
    Gibbs Wealth Management, LLCAlpharetta, GA · 5,356 clientsWealth manager
    Schwab 100%
    $1.1B
  35. 5186
    Spectrum Investment Advisors, Inc.Mequon, WI · 465 clientsAsset manager
    Schwab 100%
    $1.1B
  36. 5187
    Isto Advisors, LLCTroy, MI · 404 clientsWealth manager
    Schwab 100%
    $1.1B
  37. 5188
    Uptick Partners, LLCNacogdoches, TX · 1,139 clientsWealth manager
    Pershing 47%Schwab 40%
    $1.1B
  38. 5190
    Schnieders Capital Management, LLC.Pasadena, CA · 481 clientsWealth manager
    Pershing 65%Merrill / Bank of America 22%
    $1.1B
  39. 5191
    Vestia Personal Wealth AdvisorsFort Wayne, IN · 3,987 clientsWealth managerHybrid
    Fidelity 63%Schwab 37%
    $1.1B
  40. 5192
    Talson Capital Management L.P.Stamford, CT · 36 clientsPrivate fund adviser
    Schwab 100%
    $1.1B

RIAs by state