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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. 5898
    Liberty Capital Management IncBirmingham, MI · 160 clientsWealth manager
    Schwab 94%
    $849M
  2. 5899
    Prime QuadrantToronto, Canada · 19 clientsWealth manager
    Schwab 100%
    $849M
  3. 5901
    Silverlake Wealth Management LLCWilliston, VT · 1,072 clientsWealth managerHybrid
    Fidelity 70%Schwab 30%
    $849M
  4. 5902
    Bason Asset ManagementLakewood, CO · 139 clientsWealth manager
    Schwab 100%
    $849M
  5. 5903
    Pennsylvania Capital Management Inc.Huntingdon Valley, PA · 200 clientsWealth manager
    Schwab 100%
    $849M
  6. 5904
    NBC Capital AdvisorsBeaverton, OR · 2,272 clientsWealth manager
    Fidelity 88%
    $847M
  7. 5905
    Mitchell Capital Management CoLeawood, KS · 331 clientsWealth manager
    Schwab 80%
    $847M
  8. 5906
    Seneca Financial Advisors LLCRochester, NY · 373 clientsWealth manager
    Schwab 88%
    $847M
  9. 5908
    Baron Wealth Management, LLCTroy, MI · 145 clientsWealth manager
    Fidelity Distributors Company 56%Schwab 44%
    $847M
  10. 5911
    Verde Capital Management, Inc.Clarkston, MI · 824 clientsWealth managerWrap sponsor
    Schwab 71%TradePMR / Robinhood 29%
    $846M
  11. 5915
    Lighthouse Wealth Strategies, LLCGig Harbor, WA · 866 clientsWealth managerHybrid
    Schwab 100%
    $844M
  12. 5916
    American Money Management, LLCRancho Santa Fe, CA · 832 clientsWealth manager
    Schwab 100%
    $844M
  13. 5917
    Perspective Wealth Partners, LLCBoise, ID · 291 clientsWealth manager
    Schwab 89%
    $844M
  14. 5918
    Claremont Capital Management, LLCPhoenix, AZ · 25 clientsAsset manager
    Principal Custody Solutions 74%Schwab 26%
    $844M
  15. 5922
    Inlight WealthAtlanta, GA · 229 clientsWealth managerWrap sponsor
    Schwab 100%
    $843M
  16. 5935
    TFB Advisors, LLCOverland Park, KS · 1,355 clientsWealth managerHybrid
    Schwab 59%Assetmark 41%
    $840M
  17. 5946
    Pinion Wealth Management, LLCWichita, KS · 615 clientsWealth managerHybridKcoe Capital LLC
    Schwab 92%
    $837M
  18. 5948
    Redwood Wealth Management, LLCSanta Monica, CA · 243 clientsWealth managerHybrid
    Schwab 100%
    $837M
  19. 5949
    Freegulliver, LLCNew Orleans, LA · 221 clientsWealth manager
    Schwab 100%
    $837M
  20. 5953
    Carr Financial GroupWorcester, MA · 625 clientsWealth manager
    Schwab 100%
    $836M
  21. 5958
    Strategic Wealth Management GroupNew York, NY · 351 clientsWealth managerHybridMAY Capital Group, L.L.C.
    Schwab 100%
    $833M
  22. 5960
    Private Wealth Management, Inc.Memphis, TN · 131 clientsWealth manager
    Schwab 100%
    $832M
  23. 5965
    Smithbridge Asset Management, Inc.Chadds Ford, PA · 513 clientsWealth manager
    Schwab 100%
    $831M
  24. 5973
    North Berkeley Wealth Management, LLCBerkeley, CA · 411 clientsWealth manager
    Schwab 86%
    $830M
  25. 5974
    Peterson Wealth Advisors, LLCOrem, UT · 667 clientsWealth manager
    Schwab 90%
    $830M
  26. 5977
    Mason & Associates, Inc.Los Angeles, CA · 698 clientsWealth manager
    Schwab 88%
    $829M
  27. 5980
    RVK, Inc.Portland, OR · 205 clientsAsset manager
    U.S. Bank 61%
    $828M
  28. 5983
    Edge Wealth Management, LLCNew York, NY · 252 clientsWealth manager
    Schwab 100%
    $827M
  29. 5985
    Mps-Loria Financial Planners,llcBurr Ridge, IL · 679 clientsWealth manager
    Schwab 100%
    $827M
  30. 5986
    Aequitas Investment Advisors, LLCHingham, MA · 189 clientsWealth manager
    Schwab 100%
    $826M
  31. 5987
    Madden Asset ManagementDallas, TX · 162 clientsWealth manager
    Schwab 77%Morgan Stanley 23%
    $826M
  32. 5989
    The Capital Management CorporationGlen Allen, VA · 196 clientsWealth manager
    Fidelity 58%Schwab 42%
    $826M
  33. 5990
    Kershner, Grosso & Co.Saratoga Spring, NY · 570 clientsWealth manager
    Schwab 100%
    $825M
  34. 5991
    Tannin Capital, LLCCharlotte, NC · 90 clientsAsset manager
    U.S. Bank 64%
    $825M
  35. 5995
    Redblack Advisers, Inc.Oradell, NJ · 20 clientsAsset manager
    Pershing 62%
    $824M
  36. 5999
    Fortis Group Advisors LLCWestwood, NJ · 2,604 clientsWealth managerWrap sponsorHybrid
    Schwab 86%
    $822M
  37. 6000
    Gratus Wealth Advisors LLCVirginia Beach, VA · 444 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $822M
  38. 6001
    FLC Capital AdvisorsPalm Desert, CA · 325 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $822M
  39. 6006
    New Harbor Financial Group, LLCWorcester, MA · 1,019 clientsWealth managerHybrid
    Schwab 100%
    $821M
  40. 6009
    Albitz/miloe and Associates, Inc.Torrance, CA · 657 clientsWealth managerHybridCetera Wealth Services, LLC, clears through Pershing
    Schwab 100%
    $821M

RIAs by state