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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. 5403
    McLean Asset Management Corp.Tysons, VA · 512 clientsWealth manager
    Schwab 75%Fidelity 25%
    $994M
  2. 5404
    Syntheticfi LLCSan Francisco, CA · 624 clientsWealth manager
    Schwab 98%
    $993M
  3. 5407
    Advisory Research IncChicago, IL · 444 clientsAsset manager
    UBS 36%Wells Fargo 26%Morgan Stanley 24%
    $991M
  4. 5410
    Riverview Research, LLCIndependence, OH · 34 clientsAsset manager
    Raymond James 59%Schwab 41%
    $991M
  5. 5414
    Morris & Wells Wealth ManagementCharlottesville, VA · 298 clientsWealth manager
    Schwab 100%
    $988M
  6. 5416
    BCS Wealth Management, LLCJohnson City, TN · 848 clientsWealth managerHybrid
    Schwab 100%
    $987M
  7. 5417
    Oneascent Investment Solutions, LLCBirmingham, AL · 20 clientsAsset manager
    Schwab 100%
    $987M
  8. 5418
    Financial Enhancement GroupAnderson, IN · 1,281 clientsWealth manager
    Schwab 100%
    $987M
  9. 5421
    Concentrum Wealth ManagementSan Jose, CA · 420 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $987M
  10. 5424
    Pacific Sage Partners, LLCEdmonds, WA · 830 clientsWealth manager
    Schwab 100%
    $986M
  11. 5427
    Fiduciary Experts LLC75 clientsAsset manager
    Fidelity 97%
    $986M
  12. 5428
    Bristol Wealth GroupTaunton, MA · 885 clientsWealth managerBank-affiliated
    Schwab 100%
    $986M
  13. 5429
    The Rice Partnership, LLCHonolulu, HI · 442 clientsWealth manager
    Schwab 100%
    $985M
  14. 5431
    Encompass More Asset Management LLCDanville, CA · 4,008 clientsWealth managerHybridEncompass More Investments, LLC
    Schwab 94%
    $985M
  15. 5432
    Barton Investment Management, LLCW. Conshohocken, PA · 94 clientsWealth manager
    Schwab 100%
    $985M
  16. 5433
    Avion WealthThe Woodlands, TX · 300 clientsWealth manager
    Schwab 71%Fidelity Distributors Company 29%
    $985M
  17. 5437
    Walter Keenan Wealth ManagementSouth Bend, IN · 158 clientsWealth manager
    Schwab 86%
    $983M
  18. 5439
    Semper Augustus Investments Group LLCHighlands Ranch, CO · 269 clientsWealth manager
    Schwab 75%U.S. Bank 25%
    $982M
  19. 5442
    Altiora Financial Group, LLC134 clientsWealth manager
    Schwab 66%Fidelity 34%
    $982M
  20. 5448
    Summit Wealth and Retirement PartnersEagle, ID · 354 clientsWealth managerHybrid
    Schwab 100%
    $978M
  21. 5449
    Astoria Portfolio Advisors LLCNew York, NY · 123 clientsAsset manager
    Schwab 80%
    $978M
  22. 5452
    MBE Wealth Management, LLCTomah, WI · 2,598 clientsWealth managerWrap sponsor
    Schwab 81%
    $977M
  23. 5454
    Level Financial Advisors, Inc.East Amherst, NY · 728 clientsWealth manager
    Schwab 100%
    $975M
  24. 5457
    Maia WealthDenver, CO · 2,148 clientsWealth manager
    Schwab 98%
    $973M
  25. 5458
    Lebenthal Global Advisors, LLCHauppauge, NY · 2,465 clientsWealth managerWrap sponsorHybridLebenthal Financial Services, Inc.
    Raymond James 56%Schwab 44%
    $972M
  26. 5460
    Aufman Associates IncSewickley, PA · 245 clientsWealth manager
    Schwab 100%
    $972M
  27. 5461
    Intertide PartnersChicago, IL · 2 clientsWealth manager
    Northern Trust 52%Schwab 48%
    $971M
  28. 5463
    ELK River Wealth Management LLCDenver, CO · 285 clientsWealth manager
    Fidelity 88%
    $971M
  29. 5467
    Columbus Macro, LLC22 clientsAsset manager
    Pershing 90%
    $970M
  30. 5471
    Carrera Capital AdvisorsTroy, MI · 998 clientsWealth manager
    Fidelity 79%
    $969M
  31. 5476
    Lifeworks Advisors, LLCGrand Rapids, MI · 1,814 clientsWealth managerWrap sponsor
    Schwab 72%
    $967M
  32. 5481
    Hexagon Capital Partners, LLCRogers, AR · 445 clientsWealth manager
    Schwab 100%
    $965M
  33. 5487
    AMI Investment Management IncKendallville, IN · 315 clientsAsset manager
    Schwab 100%
    $964M
  34. 5492
    Intelligent Wealth Solutions LLCAustin, TX · 3,156 clientsWealth manager
    Fidelity Distributors Company 65%Schwab 35%
    $961M
  35. 5495
    Tranquility Partners, LLCBrentwood, TN · 259 clientsWealth manager
    Fidelity 89%
    $960M
  36. 5499
    Roehl & YI Investment Advisors, LLCEugene, OR · 500 clientsWealth managerWrap sponsor
    Schwab 55%Pershing 45%
    $959M
  37. 5501
    Leonard Rickey Investment Advisors, P.L.L.C.Yakima, WA · 1,102 clientsWealth manager
    Schwab 100%
    $958M
  38. 5502
    Cortland Associates IncSt. Louis, MO · 387 clientsWealth manager
    Schwab 86%
    $958M
  39. 5515
    Tarbox Family Office, Inc.Newport Beach, CA · 230 clientsWealth manager
    Schwab 100%
    $954M
  40. 5517
    Slow Capital, Inc.Greenbrae, CA · 100 clientsAsset manager
    Fidelity 64%Schwab 22%
    $953M

RIAs by state