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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. 5816
    Redw Wealth LLCAlbuquerque, NM · 403 clientsAsset manager
    Schwab 78%
    $869M
  2. 5819
    BG Investment Services, LLCHagatna, Guam · 722 clientsAsset manager
    Fidelity 96%
    $868M
  3. 5821
    Circle Advisers IncNew York, NY · 348 clientsWealth manager
    Schwab 81%
    $868M
  4. 5823
    Park Capital Management, LLCMadison, WI · 625 clientsWealth managerBank-affiliatedHybrid
    Schwab 80%
    $868M
  5. 5824
    Highline Wealth PartnersSherman Oaks, CA · 360 clientsWealth manager
    Schwab 100%
    $868M
  6. 5828
    StorgeCoral Gables, FL · 70 clientsWealth manager
    Banco De Sabadell, S.A. 30%Morgan Stanley 24%UBS 23%J.P. Morgan 22%
    $867M
  7. 5832
    KKM Financial LLCChicago, IL · 162 clientsAsset manager
    Schwab 73%Pershing 27%
    $866M
  8. 5839
    Moody Aldrich Partners, LLCMarblehead, MA · 376 clientsAsset manager
    Goldman Sachs 25%
    $864M
  9. 5844
    Ativo Capital Management, LLCChicago, IL · 17 clientsAsset manager
    Northern Trust 52%State Street 48%
    $863M
  10. 5849
    Front Street Capital Management, Inc.Missoula, MT · 1,208 clientsWealth manager
    SEI 80%
    $862M
  11. 5851
    Meridian Investment AdvisorsLittle Rock, AR · 233 clientsAsset manager
    Schwab 65%
    $862M
  12. 5853
    Elite Wealth Management, Inc.Kirkland, WA · 469 clientsWealth manager
    Interactive Brokers 54%Schwab 46%
    $861M
  13. 5860
    Probity Advisors, Inc.Dallas, TX · 567 clientsWealth managerHybrid
    Fidelity 79%
    $859M
  14. 5863
    Sengu Capital LimitedHong Kong, Hong Kong · 7 clientsAsset manager
    Morgan Stanley 55%Barclays 22%
    $859M
  15. 5877
    Radnor Capital Management, LLCWayne, PA · 192 clientsWealth manager
    Schwab 47%PNC Wealth Management 42%
    $855M
  16. 5883
    Leelyn Smith, LLCGeneva, IL · 799 clientsWealth managerWrap sponsorHybrid
    LPL Financial 82%
    $852M
  17. 5884
    Smith Thornton Advisors, LLCHuntsville, AL · 341 clientsAsset managerHybrid
    Vanguard 55%Schwab 40%
    $852M
  18. 5887
    ApeironDallas, TX · 1,184 clientsWealth managerWrap sponsor
    Schwab 79%
    $852M
  19. 5889
    Harbor AdvisorsWest Palm Beach, FL · 10 clientsAsset manager
    Morgan Stanley 59%Interactive Brokers 32%
    $852M
  20. 5895
    Whitaker-Myers Wealth Managers, LTD.Mansfield, OH · 3,458 clientsWealth managerHybrid
    Schwab 85%
    $851M
  21. 5896
    NS Management LTDDevonshire, Devonshire, Bermuda · 20 clientsAsset manager
    HSBC Securities Services 60%Kleinwort Benson (jersey) LTD 23%
    $850M
  22. 5898
    Liberty Capital Management IncBirmingham, MI · 160 clientsWealth manager
    Schwab 94%
    $849M
  23. 5901
    Silverlake Wealth Management LLCWilliston, VT · 1,072 clientsWealth managerHybrid
    Fidelity 70%Schwab 30%
    $849M
  24. 5904
    NBC Capital AdvisorsBeaverton, OR · 2,272 clientsWealth manager
    Fidelity 88%
    $847M
  25. 5905
    Mitchell Capital Management CoLeawood, KS · 331 clientsWealth manager
    Schwab 80%
    $847M
  26. 5906
    Seneca Financial Advisors LLCRochester, NY · 373 clientsWealth manager
    Schwab 88%
    $847M
  27. 5908
    Baron Wealth Management, LLCTroy, MI · 145 clientsWealth manager
    Fidelity Distributors Company 56%Schwab 44%
    $847M
  28. 5910
    Oakworth Asset Management, LLCBirmingham, AL · 565 clientsWealth managerBank-affiliated
    Axos 95%
    $846M
  29. 5911
    Verde Capital Management, Inc.Clarkston, MI · 824 clientsWealth managerWrap sponsor
    Schwab 71%TradePMR / Robinhood 29%
    $846M
  30. 5913
    Integrated Quantitative Investments LLCBellevue, WA · 16 clientsAsset manager
    State Street 48%J.P. Morgan 31%
    $845M
  31. 5917
    Perspective Wealth Partners, LLCBoise, ID · 291 clientsWealth manager
    Schwab 89%
    $844M
  32. 5918
    Claremont Capital Management, LLCPhoenix, AZ · 25 clientsAsset manager
    Principal Custody Solutions 74%Schwab 26%
    $844M
  33. 5924
    Loomis Capital Management8 clientsWealth manager
    Pershing 87%
    $842M
  34. 5935
    TFB Advisors, LLCOverland Park, KS · 1,355 clientsWealth managerHybrid
    Schwab 59%Assetmark 41%
    $840M
  35. 5941
    Net Worth Advisory Group, LLCSandy, UT · 862 clientsWealth manager
    Goldman Sachs 65%Fidelity 35%
    $838M
  36. 5943
    Twin Capital Management IncMcMurray, PA · 62 clientsAsset manager
    BNY 32%PNC Bank 29%U.S. Bank 24%
    $838M
  37. 5944
    BFI Infinity LTD.Zurich, Switzerland · 262 clientsWealth manager
    Rahn+bodmer 28%
    $838M
  38. 5946
    Pinion Wealth Management, LLCWichita, KS · 615 clientsWealth managerHybridKcoe Capital LLC
    Schwab 92%
    $837M
  39. 5959
    FDX Advisors, Inc.Berwyn, PA · 1 clientsAsset managerAffiliated broker-dealerEnvestnet Securities, Inc., Fidx Markets LLC
    Pershing 85%
    $833M
  40. 5973
    North Berkeley Wealth Management, LLCBerkeley, CA · 411 clientsWealth manager
    Schwab 86%
    $830M

RIAs by state