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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. 5088
    Enclave Advisors, LLCAustin, TX · 75 clientsWealth manager
    Schwab 92%
    $1.1B
  2. 5095
    Asset Consulting Group, LLCClayton, MO · 161 clientsAsset managerAffiliated broker-dealer
    Northern Trust 24%
    $1.1B
  3. 5096
    Financial ConsulateHunt Valley, MD · 849 clientsWealth manager
    Schwab 95%
    $1.1B
  4. 5097
    Night Owl Capital Management, LLCGreenwich, CT · 219 clientsWealth manager
    Fidelity 65%
    $1.1B
  5. 5104
    Holt Capital Partners, L.P.Fort Worth, TX · 142 clientsWealth manager
    Schwab 85%
    $1.1B
  6. 5106
    LFALugano - Ticino, Switzerland · 302 clientsWealth manager
    Banca Julius Baer Zurigo 63%
    $1.1B
  7. 5111
    Meson Quantitative Management LLCSan Francisco, CA · 4 clientsPrivate fund adviser
    Goldman Sachs 66%Interactive Brokers 34%
    $1.1B
  8. 5125
    Baseline Wealth Management LTD.Geneva, Switzerland · 261 clientsWealth managerPublic-company owned
    Banque Pictet & CIE SA 46%UBS 32%
    $1.1B
  9. 5128
    FPL Capital Management, LLCMetairie, LA · 324 clientsWealth manager
    Schwab 54%Fidelity Distributors Company 46%
    $1.1B
  10. 5130
    BPS Wealth Advisors, Inc.Canfield, OH · 745 clientsAsset managerHybrid
    Capital Client Group 40%SEI 39%
    $1.1B
  11. 5131
    Sovereign Financial Group, Inc.Stamford, CT · 1,312 clientsWealth managerHybrid
    Raymond James 84%
    $1.1B
  12. 5135
    Corvus Wealth Advisors LLCTempleton, CA · 518 clientsWealth manager
    Schwab 82%
    $1.1B
  13. 5140
    FJ Capital Management LLCMcLean, VA · 10 clientsPrivate fund adviser
    Morgan Stanley 45%Barclays Capital 42%
    $1.1B
  14. 5143
    Pointoak Retirement AdvisorsMcLean, VA · 103 clientsAsset manager
    ADP Broker-Dealer 56%Transamerica Capital 22%
    $1.1B
  15. 5168
    Concord Wealth PartnersAbingdon, VA · 1,274 clientsWealth managerHybrid
    Schwab 73%Fidelity 27%
    $1.1B
  16. 5170
    AC Wealth PartnersBerwyn, PA · 428 clientsAsset managerAffiliated broker-dealerEnvestnet Securities, Inc., Fidx Markets LLC
    Fidelity 88%
    $1.1B
  17. 5177
    RMC Investment AdvisorsWest Hartford, CT · 383 clientsWealth manager
    Fidelity Distributors Company 59%Fifth Third Bank 25%
    $1.1B
  18. 5178
    Pivotal Advisors LLCNew York, NY · 15 clientsAsset manager
    Northern Trust 75%Wilmington Trust 25%
    $1.1B
  19. 5180
    Fiduciary Benefits Group309 clientsAsset manager
    Tiaa-Cref Individual & Institutional Services 68%
    $1.1B
  20. 5188
    Uptick Partners, LLCNacogdoches, TX · 1,139 clientsWealth manager
    Pershing 47%Schwab 40%
    $1.1B
  21. 5189
    Penso Advisors, LLCNew York, NY · 4 clientsPrivate fund adviser
    J.P. Morgan 99%
    $1.1B
  22. 5190
    Schnieders Capital Management, LLC.Pasadena, CA · 481 clientsWealth manager
    Pershing 65%Merrill / Bank of America 22%
    $1.1B
  23. 5191
    Vestia Personal Wealth AdvisorsFort Wayne, IN · 3,987 clientsWealth managerHybrid
    Fidelity 63%Schwab 37%
    $1.1B
  24. 5196
    Talon LLCSan Juan, PR · 1,921 clientsWealth manager
    Fidelity Distributors Company 67%Schwab 29%
    $1.1B
  25. 5197
    Evelyn Partners Asset Management LimitedLondon, United Kingdom · 466 clientsWealth managerBank-affiliatedAffiliated broker-dealerEvelyn Partners Investment Management Services Limited, Evelyn Partners Investment Services Limited
    Pershing 68%Northern Trust 24%
    $1.1B
  26. 5200
    Clearview Financial PartnersRadnor, PA · 669 clientsWealth managerHybrid
    LPL Financial 58%Schwab 42%
    $1.1B
  27. 5211
    Griffin Asset Management, LLCNew York, NY · 689 clientsWealth manager
    Fidelity 47%Pershing 30%UBS 24%
    $1.1B
  28. 5225
    Arohi Asset Management PTE LTD.Singapore, Singapore · 7 clientsPrivate fund adviser
    Kotak Mahindra Bank LTD. 53%Caceis Bank, Luxembourg Branch 26%
    $1.1B
  29. 5226
    Liberty One Investment ManagementLibertyville, IL · 10 clientsAsset managerHybrid
    Pershing 88%
    $1.1B
  30. 5231
    Panoramika Advisors Inc.Miami, FL · 26 clientsAsset manager
    State Street 42%
    $1.1B
  31. 5243
    Morling Financial Advisors, LLCFremont, CA · 349 clientsWealth manager
    Fidelity 52%Schwab 48%
    $1.0B
  32. 5245
    Bridgeport Financial SolutionsPhoenix, AZ · 920 clientsWealth managerWrap sponsorAffiliated broker-dealerCambridge Investment Research, Inc.
    Fidelity 75%
    $1.0B
  33. 5247
    High Probability Advisors, LLCPittsford, NY · 398 clientsWealth manager
    Schwab 76%
    $1.0B
  34. 5253
    RPG Investment Advisory, LLCPleasanton, CA · 953 clientsWealth manager
    Schwab 55%Interactive Brokers 45%
    $1.0B
  35. 5259
    Red Oak Financial GroupTowson, MD · 1,202 clientsWealth managerHybrid
    LPL Financial 68%Vanguard 32%
    $1.0B
  36. 5263
    Violich Capital ManagementMill Valley, CA · 116 clientsWealth manager
    Schwab 54%U.S. Bank 24%Merrill / Bank of America 23%
    $1.0B
  37. 5264
    Argos Wealth Advisors LLC244 clientsWealth manager
    Schwab 94%
    $1.0B
  38. 5265
    Newfront Retirement Services, Inc.San Mateo, CA · 106 clientsAsset manager
    Fidelity Management Trust 74%Empower Financial Services 26%
    $1.0B
  39. 5268
    Whalerock Point Partners, LLCWest Palm Beach, FL · 136 clientsWealth manager
    Fidelity 64%
    $1.0B
  40. 5269
    Rogers Wealth Group, Inc.Fort Worth, TX · 434 clientsWealth manager
    Schwab 56%Matrix Trust 44%
    $1.0B

RIAs by state