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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. 2832
    Larch Capital Partners LLCMiami, FL · 355 clientsAsset manager
    Banco Santander International 59%Morgan Stanley 41%
    $3.0B
  2. 2841
    Mmbg Investment Advisors Co.Miami, FL · 139 clientsWealth manager
    Morgan Stanley 33%J.P. Morgan 32%
    $3.0B
  3. 2846
    MontagAtlanta, GA · 503 clientsWealth manager
    Schwab 63%Fidelity 37%
    $3.0B
  4. 2847
    Retirement Income Solutions, Inc.Ann Arbor, MI · 1,274 clientsWealth manager
    Pershing 52%Tiaa-Cref Individual & Institutional Services 48%
    $3.0B
  5. 2848
    Impact Partnership Wealth, LLCMarietta, GA · 8,017 clientsWealth managerWrap sponsorHybridAE Financial Services, LLC, clears through National Financial Services (Fidelity)
    Schwab 56%Fidelity 44%
    $3.0B
  6. 2851
    Cardiff Park Advisors363 clientsWealth manager
    Schwab 79%
    $3.0B
  7. 2852
    Sfmg Wealth AdvisorsPlano, TX · 982 clientsWealth manager
    Schwab 79%
    $3.0B
  8. 2853
    Resonant Capital Advisors, LLCMadison, WI · 619 clientsWealth manager
    Schwab 65%Fidelity 35%
    $3.0B
  9. 2855
    Cohen & Steers Asia LimitedCentral, Hong Kong · 42 clientsAsset managerAffiliated broker-dealerCohen & Steers Securities, LLC
    State Street 62%Northern Trust 23%
    $2.9B
  10. 2857
    Hudson Edge Investment Partners, Inc.Jersey City, NJ · 70 clientsPrivate fund adviserHybrid
    BNY 43%PNC Bank 34%Northern Trust 23%
    $2.9B
  11. 2859
    Point Olema Capital Partners, L.P.San Francisco, CA · 27 clientsWealth manager
    Fidelity 70%Schwab 30%
    $2.9B
  12. 2860
    Birch Hill Investment Advisors LLCBoston, MA · 195 clientsWealth manager
    Schwab 85%
    $2.9B
  13. 2861
    A.g.p / Alliance Global PartnersWestport, CT · 7,490 clientsBroker-dealer firmHybrid
    Fidelity 90%
    $2.9B
  14. 2862
    Creative Financial Designs, Inc.Kokomo, IN · 10,566 clientsWealth managerHybridCFD Investments, Inc.
    Fidelity 65%Schwab 35%
    $2.9B
  15. 2863
    Mane Global Capital Management LPNew York, NY · 5 clientsAsset manager
    Goldman Sachs 34%Morgan Stanley 28%
    $2.9B
  16. 2866
    Asset Dedication, LLCSan Francisco, CA · 1,998 clientsWealth manager
    Schwab 75%Fidelity 25%
    $2.9B
  17. 2873
    Cambiar Investors, LLCDenver, CO · 5,622 clientsWealth managerHybrid
    Morgan Stanley 79%
    $2.9B
  18. 2874
    Bedel Financial Consulting IncIndianapolis, IN · 1,162 clientsWealth manager
    Schwab 81%
    $2.9B
  19. 2875
    Transcend Capital Advisors, LLCMadison, NJ · 1,094 clientsWealth managerWrap sponsorHybrid
    Schwab 75%Fidelity 25%
    $2.9B
  20. 2883
    Farther Asset Management, LLCSan Francisco, CA · 9,645 clientsWealth managerWrap sponsorAffiliated broker-dealerFarther Securities, LLC
    Schwab 51%Fidelity 49%
    $2.9B
  21. 2887
    Fort Point Capital Partners LLCSan Francisco, CA · 441 clientsWealth managerHybrid
    Schwab 60%Fidelity 40%
    $2.9B
  22. 2890
    Smith Salley Wealth ManagementGreensboro, NC · 1,129 clientsWealth manager
    Schwab 51%Fidelity 49%
    $2.9B
  23. 2891
    Hardy Reed, LLCTupelo, MS · 395 clientsWealth manager
    Fidelity 86%
    $2.9B
  24. 2893
    Deschutes Investment Consulting, LLCPortland, OR · 493 clientsAsset manager
    Fidelity 56%Schwab 44%
    $2.9B
  25. 2896
    RMR Wealth Builders, Inc.Montclair, NJ · 2,099 clientsWealth manager
    Fidelity 87%
    $2.9B
  26. 2898
    Gladius Capital Management LPPark City, UT · 8 clientsPrivate fund adviser
    Lloyds Bank PLC 39%J.P. Morgan 39%HSBC Bank USA 22%
    $2.9B
  27. 2900
    Electric Capital Partners, LLCPalo Alto, CA · 30 clientsPrivate fund adviser
    Anchorage Trust 64%
    $2.9B
  28. 2901
    Regal Investment Advisors LLCKentwood, MI · 8,302 clientsWealth managerHybridRegulus Financial Group, LLC, clears through Pershing
    Fidelity Distributors Company 71%Schwab 29%
    $2.9B
  29. 2905
    Rockwood Wealth Management, LLCNew Hope, PA · 971 clientsWealth manager
    Fidelity 77%Schwab 23%
    $2.9B
  30. 2906
    Leeward InvestmentsBoston, MA · 2,700 clientsAsset manager
    BNY 55%Northern Trust 45%
    $2.9B
  31. 2907
    Melqart Asset Management (UK) LTDLondon, United Kingdom · 6 clientsPrivate fund adviser
    J.P. Morgan 61%
    $2.9B
  32. 2911
    Meeder Advisory Services, Inc.Dublin, OH · 3,636 clientsWealth managerWrap sponsorHybridMeeder Distribution Services, Inc.
    Pershing 45%Schwab 43%
    $2.9B
  33. 2915
    Kellogg Asset Management, LLCGreen Bay, WI · 1 clientsAsset managerHybridAssociated Investment Services, Inc.
    Associated Trust Company 68%
    $2.9B
  34. 2917
    Veris Wealth Partners, LLCOakland, CA · 346 clientsWealth managerPublic-company owned
    Fidelity Distributors Company 77%Schwab 23%
    $2.9B
  35. 2918
    Port Capital LLCChicago, IL · 482 clientsAsset manager
    Pershing 85%
    $2.9B
  36. 2919
    Cooper McManusIrvine, CA · 3,482 clientsWealth managerHybrid
    Schwab 83%
    $2.9B
  37. 2922
    Investment Consulting Group IncDavenport, IA · 179 clientsAsset manager
    Quad City Bank & Trust 49%
    $2.8B
  38. 2926
    West Financial Services, Inc.McLean, VA · 964 clientsWealth managerBank-affiliated
    Fidelity Distributors Company 61%Schwab 39%
    $2.8B
  39. 2928
    Raith Capital PartnersNew York, NY · 24 clientsPrivate fund adviser
    State Street 85%
    $2.8B
  40. 2936
    Basswood Capital Management, L.L.C.New York, NY · 11 clientsPrivate fund adviser
    Morgan Stanley 72%J.P. Morgan 25%
    $2.8B

RIAs by state