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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. 5422
    Goodwin Capital Advisers, Inc.Hartford, CT · 1 clientsAsset managerHybridConning Asia Pacific Limited (hong Kong), Conning Asset Management LTD. (UK)
    State Street 67%PNC Capital Markets 33%
    $987M
  2. 5423
    American Independent Securities Group, LLCEagle, ID · 4,385 clientsBroker-dealer firmHybridAmerican Independent Securities Group, LLC
    RBC 72%Assetmark 28%
    $986M
  3. 5427
    Fiduciary Experts LLC75 clientsAsset manager
    Fidelity 97%
    $986M
  4. 5431
    Encompass More Asset Management LLCDanville, CA · 4,008 clientsWealth managerHybridEncompass More Investments, LLC
    Schwab 94%
    $985M
  5. 5433
    Avion WealthThe Woodlands, TX · 300 clientsWealth manager
    Schwab 71%Fidelity Distributors Company 29%
    $985M
  6. 5434
    Nuance Investments, LLCKansas City, MO · 257 clientsAsset manager
    Northern Trust 32%Fidelity 27%BNY 23%
    $984M
  7. 5437
    Walter Keenan Wealth ManagementSouth Bend, IN · 158 clientsWealth manager
    Schwab 86%
    $983M
  8. 5439
    Semper Augustus Investments Group LLCHighlands Ranch, CO · 269 clientsWealth manager
    Schwab 75%U.S. Bank 25%
    $982M
  9. 5442
    Altiora Financial Group, LLC134 clientsWealth manager
    Schwab 66%Fidelity 34%
    $982M
  10. 5449
    Astoria Portfolio Advisors LLCNew York, NY · 123 clientsAsset manager
    Schwab 80%
    $978M
  11. 5451
    Patton Wealth Advisors143 clientsPrivate fund adviser
    Interactive Brokers 88%
    $977M
  12. 5452
    MBE Wealth Management, LLCTomah, WI · 2,598 clientsWealth managerWrap sponsor
    Schwab 81%
    $977M
  13. 5457
    Maia WealthDenver, CO · 2,148 clientsWealth manager
    Schwab 98%
    $973M
  14. 5458
    Lebenthal Global Advisors, LLCHauppauge, NY · 2,465 clientsWealth managerWrap sponsorHybridLebenthal Financial Services, Inc.
    Raymond James 56%Schwab 44%
    $972M
  15. 5459
    Crewcial Partners LLCNew York, NY · 9 clientsAsset manager
    Fifth Third Bank 52%Comerica Bank 48%
    $972M
  16. 5461
    Intertide PartnersChicago, IL · 2 clientsWealth manager
    Northern Trust 52%Schwab 48%
    $971M
  17. 5462
    Veery Capital, LLCWest Chester, PA · 314 clientsAsset managerHybrid
    SEI 42%Principal 41%
    $971M
  18. 5463
    ELK River Wealth Management LLCDenver, CO · 285 clientsWealth manager
    Fidelity 88%
    $971M
  19. 5465
    Scott Capital PartnersLondon, United Kingdom · 87 clientsWealth manager
    Brown Shipley & Co Limited 81%
    $971M
  20. 5467
    Columbus Macro, LLC22 clientsAsset manager
    Pershing 90%
    $970M
  21. 5471
    Carrera Capital AdvisorsTroy, MI · 998 clientsWealth manager
    Fidelity 79%
    $969M
  22. 5474
    Odeon Capital Advisors LLCNew York, NY · 34 clientsAsset managerHybridOdeon Capital Group LLC, clears through RBC Capital Markets
    Interactive Brokers 99%
    $967M
  23. 5476
    Lifeworks Advisors, LLCGrand Rapids, MI · 1,814 clientsWealth managerWrap sponsor
    Schwab 72%
    $967M
  24. 5479
    Ashford Capital Management IncWilmington, DE · 92 clientsAsset manager
    Wilmington Trust 59%Fidelity 25%
    $966M
  25. 5485
    Grace & White, IncNew York, NY · 187 clientsWealth manager
    Tocqueville Securities L.P. 63%Butterfield Trust (bermuda) Limited 23%
    $964M
  26. 5492
    Intelligent Wealth Solutions LLCAustin, TX · 3,156 clientsWealth manager
    Fidelity Distributors Company 65%Schwab 35%
    $961M
  27. 5495
    Tranquility Partners, LLCBrentwood, TN · 259 clientsWealth manager
    Fidelity 89%
    $960M
  28. 5499
    Roehl & YI Investment Advisors, LLCEugene, OR · 500 clientsWealth managerWrap sponsor
    Schwab 55%Pershing 45%
    $959M
  29. 5502
    Cortland Associates IncSt. Louis, MO · 387 clientsWealth manager
    Schwab 86%
    $958M
  30. 5507
    Pioneer Family Office, LLCNorth Miami Beach, FL · 170 clientsAsset manager
    Morgan Stanley 68%Bank Julius BAR & Co.ag 32%
    $957M
  31. 5512
    Foresight Global Investors, Inc.Purchase, NY · 17 clientsAsset manager
    State Street 52%J.P. Morgan 27%
    $955M
  32. 5514
    Cdam (UK) LTDLondon, United Kingdom · 1 clientsAsset manager
    Northern Trust 56%BNY 44%
    $954M
  33. 5517
    Slow Capital, Inc.Greenbrae, CA · 100 clientsAsset manager
    Fidelity 64%Schwab 22%
    $953M
  34. 5518
    Builder Investment GroupAtlanta, GA · 185 clientsWealth manager
    Schwab 84%
    $953M
  35. 5525
    American Financial Advisors, LLC.Marietta, GA · 820 clientsWealth manager
    Schwab 52%Fidelity 48%
    $950M
  36. 5528
    Robotti & Company Advisors, LLCNew York, NY · 252 clientsPrivate fund adviserHybridRobotti Securities, LLC
    Schwab 80%
    $950M
  37. 5534
    Destiny Wealth Partners, LLCTavares, FL · 939 clientsWealth managerWrap sponsor
    Schwab 66%
    $947M
  38. 5537
    Almanack Investment PartnersNewtown Square, PA · 426 clientsWealth managerHybrid
    Schwab 80%
    $946M
  39. 5541
    Hazelview Securities Inc.Toronto, Ontario, Canada · 7 clientsBroker-dealer firm
    Helaba Landesbank Hessen Thuringen 47%CIBC Mellon Trust 35%
    $943M
  40. 5543
    Ashford Advisors, LLCPittsford, NY · 79 clientsWealth manager
    Schwab 76%Northern Trust 24%
    $943M

RIAs by state