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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. 5272
    Rodgers Brothers, Inc.Harmony, PA · 506 clientsWealth manager
    RBC 89%
    $1.0B
  2. 5273
    Toews Asset ManagementNorthfield, NJ · 129 clientsAsset managerHybrid
    Schwab 92%
    $1.0B
  3. 5278
    Fort Sheridan Advisors LLCHighland Park, IL · 389 clientsWealth managerHybrid
    Fidelity 99%
    $1.0B
  4. 5281
    Gould Asset Management LLCClaremont, CA · 363 clientsWealth managerAffiliated broker-dealer
    Fidelity 82%
    $1.0B
  5. 5289
    TheoremNew York, NY · 3 clientsPrivate fund adviser
    Inspira Financial Trust 87%
    $1.0B
  6. 5290
    Watts Gwilliam & Company, LLCGilbert, AZ · 514 clientsWealth manager
    Schwab 100%
    $1.0B
  7. 5291
    Decagon Asset Management LLPLondon, United Kingdom · 5 clientsAsset manager
    UBS 46%Goldman Sachs 35%
    $1.0B
  8. 5293
    Northwest Wealth Management, LLCSpencer, IA · 2,128 clientsWealth managerBank-affiliated
    Schwab 92%
    $1.0B
  9. 5298
    Harvey Investment Company, LLCLouisville, KY · 184 clientsWealth managerAffiliated broker-dealerHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan
    Pershing 76%PNC Wealth Management 24%
    $1.0B
  10. 5301
    Glen Eagle Advisors, LLCKingston, NJ · 3,401 clientsWealth managerHybridGlen Eagle Wealth, LLC, clears through National Financial Services (Fidelity), Pershing
    Interactive Brokers 65%AQR Investments 35%
    $1.0B
  11. 5316
    Soundwatch Capital, LLCDallas, TX · 1 clientsAsset manager
    Schwab 86%
    $1.0B
  12. 5319
    Zevin Asset Management, LLCBoston, MA · 768 clientsWealth manager
    Schwab 85%
    $1.0B
  13. 5323
    Asset Allocation Strategies, LLCFarmington, MI · 4,394 clientsWealth managerHybridGLP Investment Services, LLC
    Schwab 78%PCS / IPX 22%
    $1.0B
  14. 5330
    Sollinda Capital Management LLCMiami, FL · 1,729 clientsAsset managerHybridAndrew Rader, Christopher Jason Cowan
    Schwab 100%
    $1.0B
  15. 5332
    GFG CapitalMiami, FL · 291 clientsAsset managerHybridGFG Securities, LLC
    Pershing 46%Schwab 33%
    $1.0B
  16. 5334
    Verum Partners LLCCharlotte, NC · 405 clientsWealth manager
    Fidelity 62%Schwab 38%
    $1.0B
  17. 5337
    Jocelyn Investment Management, LLCSan Rafael, CA · 259 clientsAsset manager
    Schwab 82%
    $1.0B
  18. 5338
    Archer Investment CorporationCarmel, IN · 4,335 clientsWealth managerHybrid
    TradePMR / Robinhood 79%
    $1.0B
  19. 5340
    Isometry Capital, LLCNew York, NY · 12 clientsPrivate fund adviser
    Riyad Capital 79%
    $1.0B
  20. 5342
    Vertex PartnersDowners Grove, IL · 843 clientsWealth managerWrap sponsorHybrid
    LPL Financial 56%Schwab 44%
    $1.0B
  21. 5343
    Nasdaq Dorsey WrightRichmond, VA · 840 clientsAsset managerAffiliated broker-dealerNPM Securities, LLC, Nasdaq Capital Markets Advisory LLC
    Wells Fargo 37%
    $1.0B
  22. 5354
    Vectors Asset ManagementNew York, NY · 859 clientsAsset manager
    Schwab 60%U.S. Bank 40%
    $1.0B
  23. 5356
    The Northstar Group, Inc.New York, NY · 258 clientsWealth managerHybrid
    Pershing 86%
    $1.0B
  24. 5365
    East Coast Asset Management, LLCEssex, MA · 211 clientsAsset manager
    State Street 48%Fidelity 32%
    $1.0B
  25. 5370
    Corbyn Investment Management IncLutherville, MD · 444 clientsAsset managerHybrid
    Schwab 55%Fidelity 32%
    $1.0B
  26. 5379
    Quantum Capital Management, LLCNorthfield, NJ · 133 clientsAsset manager
    Schwab 51%UMB Financial Services 49%
    $1.0B
  27. 5380
    Hudock Capital GroupWilliamsport, PA · 921 clientsWealth managerWrap sponsorHybrid
    Pershing 88%
    $1.0B
  28. 5381
    Azimut Investment Advisors LLCMiami, FL · 384 clientsAsset managerHybridSanctuary Securities, Inc.
    Pershing 40%EFG Bank 35%Pictet 26%
    $1.0B
  29. 5383
    Oliver Luxxe Assets LLCGladstone, NJ · 471 clientsWealth managerHybrid
    Pershing 73%Schwab 27%
    $1.0B
  30. 5385
    Capsouth Wealth ManagementDothan, AL · 373 clientsAsset manager
    Schwab 51%Principal Trust 28%
    $1.0B
  31. 5386
    SeedsNew York, NY · 950 clientsWealth manager
    Fidelity 58%Schwab 42%
    $1.0B
  32. 5388
    Cohen Capital Management IncCorte Madera, CA · 110 clientsWealth manager
    Schwab 95%
    $1.0B
  33. 5395
    Daybright Advisory Services, Inc.Miami, FL · 696 clientsAsset managerAffiliated broker-dealerDaybright Securities, LLC
    Empower 54%Schwab 39%
    $997M
  34. 5398
    Galilei Investment Office LLPLondon, United Kingdom · 38 clientsAsset manager
    Bank Julius Baer & Co. LTD, Guernsey Branch 55%
    $996M
  35. 5399
    Commonwealth Financial ServicesVienna, WV · 2,271 clientsWealth managerWrap sponsor
    Schwab 75%Fidelity 25%
    $995M
  36. 5403
    McLean Asset Management Corp.Tysons, VA · 512 clientsWealth manager
    Schwab 75%Fidelity 25%
    $994M
  37. 5404
    Syntheticfi LLCSan Francisco, CA · 624 clientsWealth manager
    Schwab 98%
    $993M
  38. 5407
    Advisory Research IncChicago, IL · 444 clientsAsset manager
    UBS 36%Wells Fargo 26%Morgan Stanley 24%
    $991M
  39. 5410
    Riverview Research, LLCIndependence, OH · 34 clientsAsset manager
    Raymond James 59%Schwab 41%
    $991M
  40. 5415
    Terril & CompanySaint Louis, MO · 488 clientsWealth manager
    U.S. Bank 65%Central Trust 35%
    $988M

RIAs by state