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Est. 2026The front page of wealth managementNew York

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4K 55ip Expands Unified Managed Accounts with BlackRockRB 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 Expansion
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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. 4766
    Sivia Capital Partners, LLCMill Valley, CA · 55 clientsWealth manager
    Fidelity 81%
    $1.2B
  2. 4779
    M Financial Asset Management, Inc.Portland, OR · 1,021 clientsWealth managerHybridM Financial Securities Marketing, Inc., M Holdings Securities, Inc.
    Fidelity 89%
    $1.2B
  3. 4780
    Middleton & Company Inc.Boston, MA · 368 clientsWealth manager
    State Street 61%Fidelity 22%
    $1.2B
  4. 4783
    Three Seasons WealthSalt Lake City, UT · 390 clientsWealth manager
    Schwab 80%
    $1.2B
  5. 4789
    Henry H. Armstrong Associates, Inc.Pittsburgh, PA · 141 clientsWealth manager
    Fidelity 54%Schwab 46%
    $1.2B
  6. 4797
    Vision Capital Management IncPortland, OR · 1,800 clientsWealth manager
    Schwab 70%Fidelity 30%
    $1.2B
  7. 4800
    Qtron Investments LLCBoston, MA · 8 clientsAsset manager
    Caceis Bank, S.a 57%J.P. Morgan 30%
    $1.2B
  8. 4814
    Element Pointe Family OfficeMiami, FL · 54 clientsWealth manager
    Fidelity 92%
    $1.2B
  9. 4816
    Sanford C. Bernstein & Co., LLCNashville, TN · 112 clientsBroker-dealer firmAffiliated broker-dealerAlliancebernstein Investments, Inc., Bernstein Autonomous LLP
    Canadian Imperial Bank of Commerce 77%Sanford C. Bernstein & Co. 23%
    $1.2B
  10. 4829
    Fielder Capital Group LLCNashville, TN · 131 clientsWealth manager
    Fidelity 56%Schwab 44%
    $1.2B
  11. 4836
    James Investment Research IncXenia, OH · 431 clientsAsset managerHybrid
    Schwab 47%Morgan Stanley 39%
    $1.2B
  12. 4841
    Schwerin Boyle Capital Management, IncSpringfield, MA · 153 clientsWealth manager
    Fidelity 34%Schwab 33%Wells Fargo 32%
    $1.2B
  13. 4843
    Van Cleef Asset Management IncBeachwood, OH · 226 clientsWealth manager
    Schwab 85%
    $1.2B
  14. 4844
    Wright Investors Service IncShelton, CT · 90 clientsAsset managerHybridWright Investors' Service Distributors, Inc.
    Mercantile Bank 54%Wilmington Trust 46%
    $1.2B
  15. 4849
    Arista Wealth Management, LLCLas Vegas, NV · 530 clientsWealth manager
    Fidelity 67%Schwab 33%
    $1.2B
  16. 4856
    Breakout Capital PartnersNew York, NY · 3 clientsPrivate fund adviser
    Citi 75%J.P. Morgan 25%
    $1.2B
  17. 4858
    Cedar Mountain Advisors, LLCLake Oswego, OR · 890 clientsWealth manager
    Schwab 90%
    $1.2B
  18. 4866
    Silverback Asset Management, LLCDurham, NC · 8 clientsAsset manager
    J.P. Morgan 50%Wells Fargo 50%
    $1.2B
  19. 4868
    Maceratio LLCMiami, FL · 248 clientsAsset managerHybrid
    Latin Securities 95%
    $1.2B
  20. 4877
    Avier Wealth AdvisorsBellevue, WA · 583 clientsWealth manager
    Schwab 57%Fidelity 43%
    $1.2B
  21. 4880
    Founders Financial Alliance, LLCRaleigh, NC · 2,412 clientsWealth managerHybrid
    LPL Financial 64%
    $1.2B
  22. 4881
    Tvamp, LLCKnoxville, TN · 2,553 clientsWealth managerHybrid
    LPL Financial 88%
    $1.2B
  23. 4883
    Sachem Hill LLCDenver, CO · 141 clientsWealth manager
    Schwab 81%
    $1.2B
  24. 4884
    Thepartners Wealth ManagementCarmel by the Sea, CA · 6,212 clientsWealth managerWrap sponsorHybrid
    Schwab 87%
    $1.2B
  25. 4885
    Nuverse Advisors LLCHallandale Beach, FL · 46 clientsPrivate fund adviser
    Wells Fargo 91%
    $1.2B
  26. 4888
    TCP Asset Management, LLCUpper Arlington, OH · 2,221 clientsWealth managerHybrid
    Schwab 86%
    $1.2B
  27. 4893
    Evergreen WealthSpringfield, IL · 679 clientsWealth manager
    Schwab 82%
    $1.2B
  28. 4896
    Dinuzzo Private Wealth, Inc.Beaver, PA · 796 clientsWealth managerHybrid
    Schwab 88%
    $1.2B
  29. 4902
    Kearns and Associates, LLC46 clientsWealth manager
    Schwab 51%Northern Trust 49%
    $1.2B
  30. 4905
    Brand Asset Management Group, Inc.Chesterfield, MO · 355 clientsWealth manager
    Fidelity 51%Schwab 49%
    $1.2B
  31. 4911
    StraightlineTroy, MI · 2,365 clientsWealth manager
    Schwab 53%Fidelity 25%
    $1.2B
  32. 4913
    Leuthold Weeden Capital ManagementMinneapolis, MN · 200 clientsAsset managerHybrid
    Fidelity Distributors Company 62%
    $1.2B
  33. 4927
    Manhattan West Asset Management, LLCLos Angeles, CA · 383 clientsWealth managerWrap sponsorHybrid
    Schwab 79%
    $1.2B
  34. 4929
    L & S Advisors, IncLos Angeles, CA · 1,093 clientsWealth manager
    Schwab 53%Wells Fargo 25%
    $1.2B
  35. 4930
    Ameliora Wealth Management LTD.Zurich, Switzerland · 250 clientsWealth manager
    Union Bancaire Privee, UBP SA 48%Bank Vontobel AG 34%
    $1.2B
  36. 4933
    Fortis Capital Management LLCBellevue, WA · 688 clientsWealth manager
    Fidelity 61%Schwab 27%
    $1.2B
  37. 4934
    Reagan Companies Asset Management, IncSyracuse, NY · 780 clientsWealth manager
    Schwab 78%Hand Benefits & Trust 22%
    $1.2B
  38. 4940
    Affinity Investment Advisors, LLCNewport Beach, CA · 69 clientsAsset manager
    Fidelity 73%Schwab 27%
    $1.2B
  39. 4942
    Lake StreetChicago, IL · 613 clientsWealth managerHybrid
    Raymond James 66%Schwab 34%
    $1.2B
  40. 4943
    Academy Capital ManagementWaco, TX · 996 clientsWealth manager
    Schwab 81%
    $1.2B

RIAs by state