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Est. 2026The front page of wealth managementNew York

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4K Social Security Database Cleanup Corrects 50 Million RecordsRB 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 2026FP 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

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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. 2012
    Family Manage LLCNew York, NY · 761 clientsAsset manager
    Pershing 97%
    $5.3B
  2. 2013
    Mainstay Capital Management, LLCGrand Blanc, MI · 3,454 clientsWealth manager
    Schwab 99%
    $5.3B
  3. 2016
    BIP Wealth, LLCAtlanta, GA · 3,146 clientsWealth managerHybrid
    Schwab 61%Fidelity 39%
    $5.3B
  4. 2027
    Venture Visionary Partners LLCSylvania, OH · 2,810 clientsWealth managerHybrid
    Schwab 100%
    $5.2B
  5. 2030
    Investment Management GroupBillings, MT · 1,532 clientsAsset manager
    Schwab 100%
    $5.2B
  6. 2035
    Linscomb Wealth, Inc.Houston, TX · 1,665 clientsWealth managerBank-affiliatedAffiliated broker-dealer
    Schwab 64%Fidelity 36%
    $5.2B
  7. 2042
    KrilogySt. Louis, MO · 3,204 clientsWealth managerHybrid
    Schwab 86%
    $5.2B
  8. 2044
    Baker Tilly Wealth Management, LLCMadison, WI · 753 clientsAsset managerHybridBaker Tilly Capital, LLC
    Schwab 28%UMB Bank 23%
    $5.2B
  9. 2048
    Legacy Advisors, LLCPlymouth Meeting, PA · 317 clientsWealth managerHybrid
    Pershing 83%
    $5.2B
  10. 2055
    Tectonic Advisors LLCFrisco, TX · 2,377 clientsWealth managerBank-affiliatedAffiliated broker-dealerSanders Morris LLC
    Schwab 56%Tbank 44%
    $5.1B
  11. 2067
    Genter Capital ManagementLos Angeles, CA · 4,294 clientsWealth managerHybrid
    Schwab 100%
    $5.1B
  12. 2069
    Eversource Wealth Advisors, LLCBirmingham, AL · 4,338 clientsWealth manager
    Schwab 65%Fidelity 35%
    $5.1B
  13. 2071
    TaikoChicago, IL · 12 clientsAsset manager
    Schwab 100%
    $5.1B
  14. 2074
    New England Private Wealth Advisors, LLCWellesley, MA · 434 clientsWealth manager
    Fidelity 53%Schwab 47%
    $5.1B
  15. 2075
    Pennington Partners & Co., LLCBethesda, MD · 112 clientsWealth manager
    Fidelity 60%Schwab 40%
    $5.1B
  16. 2076
    BakeravenueSan Francisco, CA · 1,024 clientsWealth manager
    Fidelity 74%Schwab 26%
    $5.1B
  17. 2078
    The Pacific Financial Group, Inc.Nashville, TN · 16,832 clientsWealth managerHybrid
    Fidelity Distributors Company 53%Schwab 28%
    $5.1B
  18. 2081
    First Foundation AdvisorsIrvine, CA · 1,316 clientsWealth managerBank-affiliated
    Schwab 100%
    $5.1B
  19. 2087
    Three Bell Capital LLCDallas, TX · 628 clientsAsset manager
    Schwab 100%
    $5.1B
  20. 2090
    Daymark Wealth Partners, LLCCincinnati, OH · 2,107 clientsWealth manager
    Fidelity 57%Schwab 43%
    $5.0B
  21. 2091
    Prosperity - AN Eisneramper CompanyOwings Mills, MD · 2,412 clientsWealth managerHybrid
    Schwab 100%
    $5.0B
  22. 2092
    Luxor Capital Group, LPNew York, NY · 37 clientsPrivate fund adviser
    Goldman Sachs 37%J.P. Morgan 34%Schwab 29%
    $5.0B
  23. 2093
    TFO Family Office PartnersPhoenix, AZ · 306 clientsWealth manager
    Schwab 100%
    $5.0B
  24. 2094
    Cain, Watters & Associates, LLCFrisco, TX · 3,397 clientsWealth managerBank-affiliatedAffiliated broker-dealerSanders Morris LLC
    Schwab 55%T Bank 45%
    $5.0B
  25. 2097
    RiverbridgeMinneapolis, MN · 3,656 clientsWealth managerHybrid
    Schwab 100%
    $5.0B
  26. 2104
    SavvyNew York, NY · 4,613 clientsWealth managerHybridSavvy Wealth Management LLC
    Schwab 57%Fidelity 43%
    $5.0B
  27. 2107
    Meridian Wealth Management, LLCLexington, KY · 5,533 clientsWealth manager
    Schwab 54%Pershing 42%
    $5.0B
  28. 2109
    Advance Capital Management IncSouthfield, MI · 7,365 clientsWealth manager
    Schwab 100%
    $5.0B
  29. 2118
    Southstate Private Capital Management LLCColumbia, SC · 712 clientsAsset managerHybridSouthstate Securities Corp., clears through Pershing
    Southstate Bank 79%
    $5.0B
  30. 2119
    Destination Wealth ManagementWalnut Creek, CA · 2,299 clientsWealth manager
    Schwab 100%
    $4.9B
  31. 2121
    Impactassets Capital Partners PB LLCBethesda, MD · 1 clientsAsset manager
    Schwab 55%Northern Trust 36%
    $4.9B
  32. 2124
    Hamilton CapitalColumbus, OH · 2,963 clientsWealth manager
    Schwab 100%
    $4.9B
  33. 2137
    Private Management Group IncIrvine, CA · 3,594 clientsWealth manager
    Schwab 100%
    $4.9B
  34. 2147
    Heritage Wealth AdvisorsRichmond, VA · 451 clientsWealth manager
    Fidelity 78%
    $4.9B
  35. 2149
    Compound Planning, Inc.New York, NY · 13,653 clientsWealth managerHybrid
    Schwab 63%Fidelity 37%
    $4.8B
  36. 2152
    Chicago Capital, LLCChicago, IL · 838 clientsWealth manager
    Fidelity 86%
    $4.8B
  37. 2158
    Cardinal Point Wealth ManagementToronto, On, Canada · 2,387 clientsWealth managerAffiliated broker-dealer
    National Bank Independent Network 49%
    $4.8B
  38. 2159
    Sowell ManagementNorth Little Rock, AR · 6,624 clientsWealth managerHybridPrivate Client Services, LLC, Purshe Kaplan Sterling Investments, Inc., clears through National Financial Services (Fidelity), Hilltop Securities
    Fidelity 67%Schwab 33%
    $4.8B
  39. 2164
    Brownson, Rehmus & Foxworth, Inc.Chicago, IL · 263 clientsWealth manager
    Schwab 100%
    $4.8B
  40. 2166
    Foster Group, Inc.West Des Moines, IA · 2,101 clientsWealth manager
    Schwab 92%
    $4.8B

RIAs by state