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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. 6537
    Contravisory Investment Management, Inc.Norwell, MA · 242 clientsWealth manager
    Schwab 100%
    $702M
  2. 6542
    Atlas Asset Management LLCGuaynabo, PR · 19 clientsAsset manager
    Schwab 100%
    $701M
  3. 6545
    Lauterbach Financial Advisors, LLCEl Paso, TX · 403 clientsWealth manager
    Schwab 100%
    $700M
  4. 6549
    HFM Wealth ManagementWest Hartford, CT · 185 clientsWealth manager
    Schwab 82%
    $700M
  5. 6551
    Tempus Wealth Planning, LLCIrvine, CA · 683 clientsWealth manager
    Schwab 100%
    $699M
  6. 6552
    Broadview Financial Management, LLCWauwatosa, WI · 269 clientsWealth manager
    Fidelity 88%
    $699M
  7. 6553
    Aberdeen Wealth Management LLCLake Bluff, IL · 136 clientsWealth manager
    Schwab 100%
    $699M
  8. 6555
    Grey Fox Wealth Advisors, LLCRockland, DE · 335 clientsWealth manager
    Schwab 100%
    $699M
  9. 6560
    Hamilton Wealth, LLCLos Angeles, CA · 482 clientsWealth managerWrap sponsor
    Schwab 100%
    $698M
  10. 6561
    ABG ConsultantsCottonwood Heights, UT · 1,885 clientsAsset manager
    Schwab 44%Fidelity 26%
    $697M
  11. 6562
    Diesslin Group, Inc.Fort Worth, TX · 286 clientsWealth manager
    Schwab 100%
    $696M
  12. 6565
    Maximai Investment Partners, LLCCoral Gables, FL · 171 clientsWealth manager
    Schwab 59%Pershing 41%
    $696M
  13. 6572
    Mayport Wealth Management152 clientsWealth manager
    Schwab 61%Fidelity 39%
    $695M
  14. 6573
    Premier Wealth Advisors, LLCSan Diego, CA · 510 clientsWealth managerHybrid
    Schwab 100%
    $695M
  15. 6576
    William Joseph Capital Management, Inc.Bristol, CT · 1,879 clientsWealth managerWrap sponsor
    Assetmark Trust 97%
    $694M
  16. 6581
    WMG Financial Advisors, LLCKnoxville, TN · 1,655 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $694M
  17. 6582
    Cambridge Advisors IncOmaha, NE · 287 clientsWealth manager
    Schwab 100%
    $694M
  18. 6584
    Skyoak WealthSouthfield, MI · 450 clientsWealth manager
    Schwab 100%
    $693M
  19. 6585
    Covenant Asset Management, LLCChester, NJ · 665 clientsWealth manager
    Schwab 100%
    $693M
  20. 6586
    Eichner Investment Planning, LLCCincinnati, OH · 26 clientsWealth manager
    Schwab 100%
    $692M
  21. 6588
    Unio Capital LLCPrinceton, NJ · 115 clientsAsset manager
    Schwab 45%Northern Trust 28%BNY 27%
    $691M
  22. 6590
    Westchester Capital Management IncOmaha, NE · 469 clientsWealth manager
    Schwab 100%
    $691M
  23. 6592
    Lazari Capital Management, Inc.Burbank, CA · 968 clientsWealth managerHybridLyndhurst Securities Inc., Michael Lazari Karapetian
    Fidelity 78%
    $691M
  24. 6597
    Milestone Asset Management, LLCPittsburgh, PA · 1,359 clientsWealth manager
    Schwab 100%
    $691M
  25. 6598
    Plan Group Financial, Inc.Oklahoma City, OK · 1,221 clientsWealth managerHybrid
    Schwab 70%Fidelity Distributors Company 30%
    $690M
  26. 6600
    West Branch Capital LLCAmherst, MA · 372 clientsWealth manager
    Fidelity 78%Schwab 22%
    $690M
  27. 6601
    Family Investment CenterSaint Joseph, MO · 894 clientsWealth manager
    Schwab 100%
    $689M
  28. 6604
    Anchyra Partners LLCAtlanta, GA · 40 clientsWealth manager
    Schwab 100%
    $689M
  29. 6606
    Signature Equity Partners, LLCColumbus, OH · 1,716 clientsWealth managerWrap sponsorHybrid
    Fidelity 90%
    $688M
  30. 6609
    Siharum Advisors, LLCBoston, MA · 101 clientsWealth manager
    Fidelity 43%Fiduciary Trust 35%
    $687M
  31. 6610
    Atwater MalickLancaster, PA · 297 clientsWealth manager
    Fidelity 46%Schwab 35%
    $687M
  32. 6612
    Smart Wealth, LLCOmaha, NE · 1,012 clientsWealth manager
    Fidelity 89%
    $686M
  33. 6613
    Wealth Management Advisors, LLCGreenville, SC · 739 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $686M
  34. 6614
    Marotta Wealth Management, Inc.Charlottesville, VA · 366 clientsWealth manager
    Schwab 100%
    $686M
  35. 6617
    Thayer Partners LLC373 clientsWealth manager
    Schwab 100%
    $686M
  36. 6619
    Indie Asset Partners, LLCCarmel, IN · 313 clientsWealth manager
    Schwab 100%
    $685M
  37. 6620
    Precedent Wealth Partners, LLCHouston, TX · 201 clientsWealth manager
    Fidelity 52%Schwab 48%
    $685M
  38. 6621
    Sandy Cove Advisors, LLCHingham, MA · 278 clientsWealth manager
    Fidelity 88%
    $685M
  39. 6622
    Providence Wealth Advisors, LLCFrankfort, IL · 653 clientsWealth managerBank-affiliated
    Schwab 100%
    $684M
  40. 6623
    Integra Global Advisors LLCStamford, CT · 52 clientsWealth managerHybrid
    Schwab 100%
    $684M

RIAs by state