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Est. 2026The front page of wealth managementNew York

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RB 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 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

4,024 firms manage $77.5 trillionmore than one custodian

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. 2700
    Monograph Wealth Advisors, LLCManhattan Beach, CA · 213 clientsWealth manager
    Fidelity 56%Schwab 44%
    $3.2B
  2. 2701
    Advocacy Wealth Management, LLCAtlanta, GA · 1,720 clientsWealth manager
    Reliance Trust 47%Fidelity 41%
    $3.2B
  3. 2704
    Cantor Fitzgerald Investment AdvisorsNew York, NY · 1,295 clientsAsset managerHybridCantor Fitzgerald & Co.
    Schwab 82%
    $3.2B
  4. 2707
    Meyer Handelman Company LLCRye Brook, NY · 487 clientsWealth manager
    Citi 79%
    $3.2B
  5. 2711
    Chilton Capital Management LLCHouston, TX · 982 clientsWealth managerHybrid
    Schwab 72%Pershing 28%
    $3.2B
  6. 2719
    Cumberland AdvisorsSarasota, FL · 1,236 clientsWealth managerBank-affiliated
    Morgan Stanley 27%
    $3.2B
  7. 2721
    Trilogy Capital, Inc.Irvine, CA · 8,388 clientsWealth managerHybrid
    Schwab 58%LPL Financial 42%
    $3.2B
  8. 2724
    M Holdings Securities, Inc.Portland, OR · 4,513 clientsBroker-dealer firmHybridM Financial Securities Marketing, Inc.
    Fidelity 59%Schwab 41%
    $3.2B
  9. 2726
    LEO Wealth, LLCEdison, NJ · 1,714 clientsWealth managerHybridLEO Brokerage, LLC
    Fidelity 69%Schwab 31%
    $3.2B
  10. 2734
    Lutz FinancialOmaha, NE · 1,031 clientsWealth manager
    Schwab 81%
    $3.2B
  11. 2740
    LCP Institutional, LLCAtlanta, GA · 133 clientsWealth managerHybrid
    U.S. Bank 42%BNY 34%Schwab 25%
    $3.2B
  12. 2743
    Csenge Advisory Group, LLCClearwater, FL · 7,199 clientsWealth managerHybrid
    Fidelity 50%Pershing 33%
    $3.2B
  13. 2744
    Hilton Capital Management, LLCGarden City, NY · 1,647 clientsAsset managerHybrid
    Northern Trust 44%U.S. Bank 39%
    $3.2B
  14. 2751
    Advisornet Wealth PartnersMinnetonka, MN · 3,514 clientsWealth managerHybrid
    Schwab 86%
    $3.1B
  15. 2754
    Strategic Income Management, LLCSeattle, WA · 6 clientsAsset manager
    State Street 69%
    $3.1B
  16. 2757
    S.W. Mitchell Capital LLPLondon, United Kingdom · 10 clientsPrivate fund adviser
    J.P. Morgan 54%Royal Bank of Canada (channel Islands) Limited 46%
    $3.1B
  17. 2767
    Earned Wealth Advisors, LLCWalnut Creek, CA · 1,875 clientsWealth manager
    Schwab 76%Fidelity 24%
    $3.1B
  18. 2769
    BPS Capital Management, Inc.Bloomington, MN · 72 clientsAsset manager
    Banker's Bank 58%United Banker's Bank 42%
    $3.1B
  19. 2772
    Eagle Global Advisors LLCHouston, TX · 366 clientsWealth manager
    Fidelity Distributors Company 70%SEI 30%
    $3.1B
  20. 2773
    Logan Capital Management, Inc.Newtown Square, PA · 1,897 clientsAsset manager
    Schwab 50%Truist 50%
    $3.1B
  21. 2774
    SVB WealthBoston, MA · 1,101 clientsWealth managerBank-affiliatedHybridFirst Citizens Capital Securities, LLC, First Citizens Investor Services, Inc.
    Fidelity 76%Schwab 24%
    $3.1B
  22. 2777
    Cooper Creek Partners Management LLCNew York, NY · 7 clientsPrivate fund adviser
    Northern Trust 82%
    $3.1B
  23. 2778
    Oakmont Capital Management, LLCOakmont, PA · 324 clientsAsset manager
    PNC Wealth Management 49%
    $3.1B
  24. 2779
    Alphasimplex Group, LLCBoston, MA · 12 clientsAsset managerHybridVP Distributors LLC
    State Street 77%Morgan Stanley 23%
    $3.1B
  25. 2782
    Thompson Investment Management, Inc.Madison, WI · 485 clientsAsset manager
    Schwab 73%Fidelity 27%
    $3.1B
  26. 2785
    1900 WealthSan Antonio, TX · 496 clientsWealth managerBank-affiliated
    Schwab 72%Fifth Third Securities 28%
    $3.1B
  27. 2789
    Disciplina Capital Management, LLCNashville, TN · 21 clientsAsset manager
    U.S. Bank 58%UBS 23%
    $3.1B
  28. 2793
    Crewe AdvisorsSalt Lake City, UT · 759 clientsWealth managerHybrid
    Schwab 84%
    $3.1B
  29. 2797
    Certified Advisory CorpAltamonte Springs, FL · 2,556 clientsWealth managerHybrid
    Fidelity 84%
    $3.0B
  30. 2802
    Silvant Capital Management LLCAtlanta, GA · 32 clientsAsset managerHybridVP Distributors LLC
    U.S. Bank 35%Truist Bank 30%
    $3.0B
  31. 2807
    Obermeyer Wealth PartnersAspen, CO · 1,157 clientsWealth manager
    Schwab 89%
    $3.0B
  32. 2811
    Carrick Lane LLCNew York, NY · 656 clientsWealth manager
    Fidelity 70%Schwab 30%
    $3.0B
  33. 2813
    Landscape Capital Management LLCEnglewood, NJ · 7 clientsPrivate fund adviser
    UBS 58%J.P. Morgan 42%
    $3.0B
  34. 2815
    Strategic Global Advisors, LLCNewport Beach, CA · 11 clientsAsset manager
    State Street 43%Northern Trust 33%BNY 25%
    $3.0B
  35. 2816
    AEW Capital Management LPBoston, MA · 15 clientsAsset managerHybridNatixis Distribution, LLC, Natixis Investment Managers International
    BNY 73%Northern Trust 27%
    $3.0B
  36. 2820
    Elm WealthPhiladelphia, PA · 655 clientsWealth manager
    Fidelity 54%Schwab 35%
    $3.0B
  37. 2822
    Chesley, Taft & Associates, LLCChicago, IL · 635 clientsWealth manager
    Schwab 86%
    $3.0B
  38. 2826
    Shariaportfolio, Inc.Lake Mary, FL · 935 clientsAsset manager
    Schwab 99%
    $3.0B
  39. 2827
    Boulay WealthEden Prairie, MN · 1,123 clientsWealth managerHybrid
    Schwab 84%
    $3.0B
  40. 2829
    Barksdale Investment ManagementNashville, TN · 54 clientsAsset manager
    Morgan Stanley 47%
    $3.0B

RIAs by state