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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. 3133
    SSI Investment Management LLCLos Angeles, CA · 79 clientsAsset managerHybridResolute Investment Distributors, Inc.
    Northern Trust 45%BNY 40%
    $2.6B
  2. 3136
    Chickasaw Capital Management, LLCMemphis, TN · 386 clientsAsset managerHybridChickasaw Securities, LLC, clears through National Financial Services (Fidelity)
    Fidelity 31%Comerica Bank 29%BNY 25%
    $2.5B
  3. 3139
    Creativeone Securities, LLCOverland Park, KS · 12,485 clientsBroker-dealer firmHybrid
    Pershing 65%Schwab 35%
    $2.5B
  4. 3145
    Strategic Blueprint, LLCAtlanta, GA · 3,506 clientsWealth managerHybridThe Strategic Financial Alliance, Inc., Timbrel Capital, LLC
    Schwab 75%Fidelity 25%
    $2.5B
  5. 3146
    Mackenzie Investments Asia LimitedHong Kong, Hong Kong · 6 clientsPrivate fund adviserAffiliated broker-dealerIG Wealth Management Inc., Mackenzie Financial Corporation
    State Street 93%
    $2.5B
  6. 3147
    Discerene Group LPStamford, CT · 10 clientsPrivate fund adviser
    BNP Paribas Securities Services 62%Goldman Sachs 38%
    $2.5B
  7. 3148
    Cincinnati Asset Management IncCincinnati, OH · 6,033 clientsWealth managerWrap sponsor
    Morgan Stanley 55%Schwab 45%
    $2.5B
  8. 3149
    Revisor Wealth Management LLCAkron, OH · 3,132 clientsWealth managerHybrid
    Schwab 64%Fidelity 35%
    $2.5B
  9. 3151
    CKW Financial Group, LLCHonolulu, HI · 651 clientsAsset manager
    First Hawaiian Bank 53%Fidelity 47%
    $2.5B
  10. 3152
    The Fiduciary AllianceGreenville, SC · 8,964 clientsWealth managerHybrid
    Schwab 88%
    $2.5B
  11. 3156
    Stonebridge Capital Advisors LLCSt. Paul, MN · 1,674 clientsWealth manager
    Schwab 50%Pershing 35%
    $2.5B
  12. 3160
    Arcus Capital Partners, LLCAtlanta, GA · 467 clientsWealth manager
    Schwab 73%Fidelity 27%
    $2.5B
  13. 3162
    Xcelsior Advisor Partners LLCScottsdale, AZ · 1,501 clientsWealth managerHybrid
    Fidelity 92%
    $2.5B
  14. 3166
    Saratoga Research & Investment ManagementSaratoga, CA · 2,740 clientsWealth manager
    Schwab 64%Fidelity 24%
    $2.5B
  15. 3175
    Patient Capital Management, LLCBaltimore, MD · 7 clientsAsset manager
    State Street 77%Northern Trust 23%
    $2.5B
  16. 3176
    North Star Investment Management CorporationChicago, IL · 2,643 clientsWealth managerHybrid
    Fidelity 54%Schwab 31%
    $2.5B
  17. 3179
    Frontier Investment Management Partners LTD.Dubai, United Arab Emirates · 11 clientsAsset manager
    Northern Trust 42%J.P. Morgan 41%
    $2.5B
  18. 3180
    Perennial Financial ServicesLos Angeles, CA · 3,229 clientsWealth managerWrap sponsorHybrid
    LPL Financial 94%
    $2.5B
  19. 3188
    Cornerstone WealthHuntersville, NC · 2,506 clientsWealth managerHybrid
    Fidelity 73%Schwab 27%
    $2.5B
  20. 3189
    Concurrent Asset Management, LLCTampa, FL · 3 clientsAsset managerHybrid
    Fidelity 82%
    $2.5B
  21. 3191
    Seizert Capital PartnersBirmingham, MI · 152 clientsAsset manager
    Northern Trust 53%Schwab 25%Prinicipal Custody Solution 22%
    $2.5B
  22. 3192
    The Investment House LLCRedondo Beach, CA · 253 clientsWealth manager
    Schwab 94%
    $2.5B
  23. 3194
    Redwood Investment Management, LLC.Scottsdale, AZ · 152 clientsAsset managerHybrid
    Fidelity 99%
    $2.5B
  24. 3196
    Reinhart Partners, LLCMequon, WI · 217 clientsAsset managerAffiliated broker-dealerRobert W. Baird & Co. Incorporated, Strategas Securities, LLC
    J.P. Morgan 28%
    $2.5B
  25. 3203
    Oxbow Advisors, LLCAustin, TX · 744 clientsWealth managerHybridHerndon Plant Oakley LTD
    Schwab 72%RBC 28%
    $2.5B
  26. 3205
    Everhart AdvisorsDublin, OH · 2,912 clientsWealth manager
    SEI 75%Schwab 25%
    $2.5B
  27. 3219
    Jaffe Tilchin Investment Partners, LLCTampa, FL · 1,892 clientsWealth managerHybrid
    Fidelity 84%
    $2.4B
  28. 3220
    Retirement Resources Investment CorporationAndover, MA · 152 clientsAsset manager
    Fidelity 60%Ascensus Financial Services, LLC. 40%
    $2.4B
  29. 3221
    Michaud Capital Management LLCDenver, CO · 32 clientsAsset manager
    Fidelity 45%J.P. Morgan 32%Schwab 24%
    $2.4B
  30. 3223
    Medalist Partners LPNew York, NY · 29 clientsPrivate fund adviser
    Northern Trust 37%State Street 36%BNY 27%
    $2.4B
  31. 3228
    Gryphon Financial PartnersColumbus, OH · 661 clientsWealth managerPublic-company ownedHybrid
    Fidelity 86%
    $2.4B
  32. 3233
    Prodigy Asset Management LLCOmaha, NE · 93 clientsAsset manager
    Schwab 82%
    $2.4B
  33. 3234
    Howe and Rusling, Inc.Rochester, NY · 1,397 clientsWealth manager
    Schwab 56%Fidelity 44%
    $2.4B
  34. 3235
    Blackrock Asset Management Schweiz AGZurich, Switzerland · 4 clientsPrivate fund adviserAffiliated broker-dealerBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    J.P. Morgan 63%UBS 37%
    $2.4B
  35. 3237
    3650 Reit Investment Management LLCMiami, FL · 12 clientsPrivate fund adviser
    Bank 97%
    $2.4B
  36. 3253
    Sarofim International Management CoHouston, TX · 14 clientsAsset manager
    Papamarkou Wellner & Co. 73%Credit Suisse Securities (USA) 27%
    $2.4B
  37. 3254
    Moody, Lynn, Lieberson & Walker, LLCBoston, MA · 550 clientsWealth manager
    Schwab 81%
    $2.4B
  38. 3255
    Sentry Advisors, LLCSan Francisco, CA · 183 clientsWealth manager
    Schwab 91%
    $2.4B
  39. 3260
    Sandhill Investment ManagementBuffalo, NY · 2,110 clientsWealth manager
    Schwab 97%
    $2.4B
  40. 3262
    Phoenix Asset Management Partners LimitedLondon, United Kingdom · 8 clientsPrivate fund adviser
    Northern Trust 62%J.P. Morgan 38%
    $2.4B

RIAs by state