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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. 4945
    Frazier Financial Advisors, LLCColumbus, OH · 733 clientsWealth managerHybrid
    Schwab 59%Fidelity 41%
    $1.2B
  2. 4951
    Kerberrose Wealth Management, LLCShawano, WI · 1,785 clientsWealth managerHybrid
    Schwab 54%
    $1.2B
  3. 4953
    Third View Private WealthWestport, CT · 324 clientsWealth managerHybrid
    Schwab 85%
    $1.2B
  4. 4956
    Verity Asset ManagementDurham, NC · 5,838 clientsWealth managerHybridCorecap Investments, LLC, The Leaders Group, Inc.
    Axos 46%Fidelity 31%TIAA 23%
    $1.2B
  5. 4958
    Generation Capital Management LLCPittsford, NY · 280 clientsAsset manager
    Matrix Trust 89%
    $1.2B
  6. 4960
    Longview Wealth ManagementAtlanta, GA · 1,185 clientsWealth managerWrap sponsorHybrid
    Schwab 82%
    $1.2B
  7. 4961
    Kelleher Financial Advisors, LLCNew York, NY · 284 clientsWealth managerHybridWall Street Access, clears through Pershing
    Fidelity 49%Pershing 44%
    $1.2B
  8. 4963
    Aubrey Capital ManagementEdinburgh, Mid Lothian, United Kingdom · 208 clientsPrivate fund adviserAffiliated broker-dealerLarrainvial Securities US LLC
    State Street 64%Pershing 36%
    $1.2B
  9. 4967
    Ab2 Capital Partners LLCHollywood, FLWealth manager
    Citi 51%J.P. Morgan 31%
    $1.1B
  10. 4969
    Dean Capital ManagementOverland Park, KS · 3 clientsAsset manager
    Fidelity 58%U.S. Bank 22%
    $1.1B
  11. 4970
    Atlas Capital Advisors Inc.San Francisco, CA · 157 clientsWealth manager
    Schwab 85%
    $1.1B
  12. 4973
    Accel Wealth ManagementWaverly, IA · 1,381 clientsWealth managerHybrid
    Schwab 72%Principal Securities 28%
    $1.1B
  13. 4982
    Mark Asset Management LPNew York, NY · 25 clientsAsset manager
    Goldman Sachs 42%J.P. Morgan 37%
    $1.1B
  14. 4986
    Fi3 Financial Advisors, LLCIndianapolis, IN · 258 clientsWealth manager
    Schwab 60%Fidelity 40%
    $1.1B
  15. 4989
    Foundation Resource Management, Inc.Little Rock, AR · 250 clientsWealth manager
    Schwab 81%
    $1.1B
  16. 4990
    Guardian Wealth Strategies, LLCMinneapols, MN · 1,273 clientsWealth manager
    Schwab 87%
    $1.1B
  17. 4991
    Capital Wealth Management, LLCWest Warwick, RI · 655 clientsWealth managerHybrid
    Schwab 86%
    $1.1B
  18. 4992
    Ignite Planners LLCSan Clemente, CA · 4,610 clientsWealth managerHybrid
    Schwab 97%
    $1.1B
  19. 4994
    Sonen Capital LLCSan Francisco, CA · 40 clientsAsset managerHybrid
    Wells Fargo 87%
    $1.1B
  20. 5005
    The De Burlo Group, Inc.Boston, MA · 113 clientsAsset manager
    BNY 65%
    $1.1B
  21. 5008
    Amundi USBoston, MA · 3 clientsAsset managerHybridAmundi Intermediation, Amundi Singapore Limited
    U.S. Bank 68%State Street 32%
    $1.1B
  22. 5016
    MG Financial LLCBraintree, MA · 137 clientsWealth manager
    Fidelity 67%J.P. Morgan 33%
    $1.1B
  23. 5024
    Insight Wealth PartnersPlano, TX · 959 clientsWealth manager
    Schwab 55%Fidelity 45%
    $1.1B
  24. 5034
    MAR Vista Investment Partners, LLCLos Angeles, CA · 165 clientsAsset manager
    Northern Trust 65%
    $1.1B
  25. 5036
    Overbrook Management CorporationNew York, NY · 123 clientsWealth manager
    Fidelity 80%
    $1.1B
  26. 5041
    New Century Partners3 clientsAsset manager
    Comerica Bank 85%
    $1.1B
  27. 5042
    Knightsbridge Wealth ManagementNewport Beach, CA · 546 clientsWealth manager
    Fidelity 78%
    $1.1B
  28. 5044
    Wilkins Investment Counsel, IncBoston, MA · 212 clientsWealth manager
    Fidelity 52%SEI 48%
    $1.1B
  29. 5046
    Founders Family OfficeMiami, FL · 8 clientsWealth manager
    J.P. Morgan 72%
    $1.1B
  30. 5047
    ASA Managed Account Managers LLCMinneapolis, MN · 227 clientsWealth manager
    Schwab 77%Cadence Bank 23%
    $1.1B
  31. 5049
    Lynx Investment Advisory, LLCWashington, DC · 236 clientsWealth managerHybrid
    Schwab 52%Fidelity Distributors Company 48%
    $1.1B
  32. 5052
    HTG Investment Advisors IncNew Canaan, CT · 377 clientsWealth manager
    Schwab 64%Fidelity 36%
    $1.1B
  33. 5053
    Smith Brothers Financial, LLCGlastonbury, CT · 494 clientsAsset managerHybrid
    LPL Financial 91%
    $1.1B
  34. 5055
    Capital Advisors Wealth ManagementYakima, WA · 1,051 clientsWealth manager
    Schwab 86%
    $1.1B
  35. 5057
    Arthur M. Cohen & Associates LLCNorthbrook, IL · 191 clientsWealth manager
    Pershing 99%
    $1.1B
  36. 5062
    Channing Global Advisors, LLCFort Lauderdale, FL · 33 clientsAsset manager
    State Street 66%BNY 22%
    $1.1B
  37. 5070
    Laurel Wealth Advisors, LLCCharlotte, NC · 547 clientsWealth manager
    Fidelity 89%
    $1.1B
  38. 5078
    Riverbend Capital Advisors, LLCChicago, IL · 239 clientsWealth manager
    Schwab 53%Fidelity 24%J.P. Morgan 23%
    $1.1B
  39. 5081
    The Clarus GroupHouston, TX · 613 clientsWealth manager
    Fidelity 59%Raymond James 41%
    $1.1B
  40. 5082
    Integrity Advisory SolutionsDallas, TX · 2,428 clientsWealth managerHybridIntegrity Alliance, LLC, Integrity Capital, LLC
    Schwab 83%
    $1.1B

RIAs by state