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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. 4481
    B.O.S.S. Retirement Advisors, LLCLehi, UT · 5,013 clientsWealth manager
    Schwab 89%
    $1.4B
  2. 4482
    Recurrent Investment Advisors LLCHouston, TX · 16 clientsAsset managerHybrid
    Northern Trust 64%
    $1.4B
  3. 4483
    Level Four Capital ManagementDallas, TX · 3,533 clientsWealth managerWrap sponsorHybridCRI M&a Advisors, LLC, Level Four Financial, LLC
    Raymond James 76%
    $1.4B
  4. 4484
    Cascade Financial Partners, LLCSan Diego, CA · 283 clientsWealth manager
    Schwab 72%Fidelity 28%
    $1.4B
  5. 4488
    SG Capital Management LLCChicago, IL · 23 clientsPrivate fund adviser
    Morgan Stanley 53%Pershing 47%
    $1.4B
  6. 4490
    Meow Advisory, LLC604 clientsAsset manager
    Atomic Brokerage 99%
    $1.4B
  7. 4496
    Neumeier Poma Investment Counsel LLCCarmel, CA · 74 clientsAsset manager
    Northern Trust 41%State Street 33%BNY 26%
    $1.4B
  8. 4498
    LJI Wealth Management, LLCIndianapolis, IN · 1,573 clientsWealth manager
    Fidelity 84%
    $1.4B
  9. 4501
    The Planning Center, Inc.Moline, IL · 912 clientsWealth manager
    Schwab 50%Axos 50%
    $1.4B
  10. 4512
    Meridian Wealth Partners, LLCEast Norriton, PA · 810 clientsWealth managerBank-affiliated
    Schwab 85%
    $1.4B
  11. 4514
    DiaphanumMadrid, Spain · 28 clientsWealth manager
    UBS 34%Grupo Bursatil Mexicano - GBM 30%
    $1.4B
  12. 4516
    Aegis Financial CorporationMcLean, VA · 29 clientsAsset manager
    Pershing 79%
    $1.4B
  13. 4520
    Capital Advisors, LTD., LLCShaker Heights, OH · 1,106 clientsWealth managerHybrid
    Pershing 59%Schwab 41%
    $1.4B
  14. 4521
    Roosevelt Capital Management LLCDallas, TX · 69 clientsAsset manager
    BNY 76%
    $1.4B
  15. 4524
    Sheets Smith Wealth ManagementWinston Salem, NC · 423 clientsWealth manager
    Schwab 66%
    $1.4B
  16. 4527
    Penn Davis McFarland IncDallas, TX · 211 clientsWealth manager
    Schwab 50%Frost Bank 41%
    $1.4B
  17. 4528
    Kera Capital PartnersSan Jose, CA · 329 clientsWealth manager
    Schwab 50%Fidelity 50%
    $1.4B
  18. 4540
    Cornerstone Capital, Inc.Palo Alto, CA · 150 clientsWealth manager
    Schwab 85%
    $1.4B
  19. 4541
    Sgroi Wealth Advisory Group LLCWest Seneca, NY · 7,676 clientsWealth managerHybrid
    IPX 100%
    $1.4B
  20. 4542
    Midwest Capital Advisors, LLCGrand Rapids, MI · 337 clientsAsset manager
    Empower Financial Services 34%Schwab 31%
    $1.4B
  21. 4543
    Symphony Financial, LTD. Co.Houston, TX · 2,850 clientsWealth managerWrap sponsorHybrid
    LPL Financial 77%Schwab 23%
    $1.4B
  22. 4546
    Total Investment Management, Inc.Scottsdale, AZ · 1,186 clientsWealth managerAffiliated broker-dealerVision 4 Fund Distributors LLC
    Schwab 70%
    $1.4B
  23. 4555
    Fifth Avenue Family OfficeNaples, FL · 9 clientsWealth manager
    J.P. Morgan 61%Schwab 31%
    $1.4B
  24. 4558
    Gibraltar Capital Management, Inc.Tulsa, OK · 529 clientsWealth managerBank-affiliated
    Fidelity 73%Schwab 27%
    $1.3B
  25. 4566
    Hill Investment GroupSt. Louis, MO · 382 clientsWealth managerHybrid
    Schwab 98%
    $1.3B
  26. 4570
    Weatherbie Capital, LLCBoston, MA · 80 clientsAsset managerHybridAlger Management, (singapore) PTE. LTD., Alger Management, LTD
    Northern Trust 32%State Street 31%
    $1.3B
  27. 4581
    FCO Advisors LPNew York, NY · 8 clientsAsset manager
    Pershing 69%Wells Fargo 31%
    $1.3B
  28. 4583
    Colchis Capital Management, L.P.11 clientsPrivate fund adviser
    Computershare Corporate Trust 95%
    $1.3B
  29. 4591
    Inspire Advisors, LLCMeridian, ID · 3,536 clientsWealth manager
    Schwab 87%
    $1.3B
  30. 4592
    Geometric Wealth Advisors, LLC256 clientsWealth manager
    Schwab 84%
    $1.3B
  31. 4596
    Fiduciary Financial AdvisorsGrand Rapids, MI · 2,183 clientsWealth manager
    Schwab 69%Fidelity 31%
    $1.3B
  32. 4601
    Chadds Ford Wealth Partners, LLCChadds Ford, PA · 66 clientsWealth manager
    Eleuthrian Trust 88%
    $1.3B
  33. 4604
    The Coury FirmPittsburgh, PA · 252 clientsWealth manager
    Schwab 87%
    $1.3B
  34. 4607
    Second Line Capital, LLCMetairie, LA · 1,196 clientsWealth managerWrap sponsorHybrid
    LPL Financial 52%Schwab 48%
    $1.3B
  35. 4608
    Chilton Investment Company, Inc.Stamford, CT · 9 clientsAsset manager
    Northern Trust 66%Morgan Stanley 34%
    $1.3B
  36. 4610
    Rhame & Gorrell Wealth ManagementThe Woodlands, TX · 837 clientsWealth manager
    Schwab 84%
    $1.3B
  37. 4612
    Allie Family Office LLCMiami, FL · 51 clientsAsset manager
    J.P. Morgan 72%Goldman Sachs 28%
    $1.3B
  38. 4615
    Marble Harbor Investment Counsel, LLCBoston, MA · 213 clientsWealth manager
    Schwab 55%Fidelity 25%
    $1.3B
  39. 4618
    Canopy Capital GroupWoburn, MA · 9 clientsAsset manager
    Schwab 58%Fidelity 42%
    $1.3B
  40. 4623
    Savoie Capital LLCChicago, IL · 12 clientsWealth manager
    Schwab 46%Merrill / Bank of America 45%
    $1.3B

RIAs by state