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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. 5974
    Peterson Wealth Advisors, LLCOrem, UT · 667 clientsWealth manager
    Schwab 90%
    $830M
  2. 5977
    Mason & Associates, Inc.Los Angeles, CA · 698 clientsWealth manager
    Schwab 88%
    $829M
  3. 5980
    RVK, Inc.Portland, OR · 205 clientsAsset manager
    U.S. Bank 61%
    $828M
  4. 5987
    Madden Asset ManagementDallas, TX · 162 clientsWealth manager
    Schwab 77%Morgan Stanley 23%
    $826M
  5. 5989
    The Capital Management CorporationGlen Allen, VA · 196 clientsWealth manager
    Fidelity 58%Schwab 42%
    $826M
  6. 5991
    Tannin Capital, LLCCharlotte, NC · 90 clientsAsset manager
    U.S. Bank 64%
    $825M
  7. 5995
    Redblack Advisers, Inc.Oradell, NJ · 20 clientsAsset manager
    Pershing 62%
    $824M
  8. 5998
    Longtail Alpha, LLCNewport Beach, CA · 9 clientsPrivate fund adviser
    Merrill / Bank of America 96%
    $822M
  9. 5999
    Fortis Group Advisors LLCWestwood, NJ · 2,604 clientsWealth managerWrap sponsorHybrid
    Schwab 86%
    $822M
  10. 6020
    Clear Brook Advisors, Inc.Boston, MA · 27 clientsWealth manager
    J.P. Morgan 91%
    $818M
  11. 6022
    SSA Wealth AdvisorsZurich, Switzerland · 135 clientsAsset manager
    Bsisa 53%Banque SYZ SA 29%
    $817M
  12. 6042
    Nelson Capital Management, LLCMenlo Park, CA · 214 clientsWealth manager
    Schwab 79%
    $811M
  13. 6043
    Stevens Capital PartnersOmaha, NE · 681 clientsWealth manager
    Fidelity 72%Schwab 28%
    $810M
  14. 6044
    Investment Management AssociatesGreenwood Village, CO · 383 clientsWealth manager
    Schwab 63%Fidelity 37%
    $810M
  15. 6050
    Tanglewood Legacy Advisors, LLCHouston, TX · 172 clientsWealth manager
    LPL Financial 85%
    $809M
  16. 6055
    Proventus AGZurich, Switzerland · 88 clientsWealth manager
    BW Bank 36%Bank Julius BAR 30%
    $807M
  17. 6058
    Mayfair Advisory Group, LLCBirmingham, AL · 395 clientsWealth manager
    Schwab 77%Fidelity 23%
    $806M
  18. 6062
    Northstar Asset Management, IncBoston, MA · 194 clientsWealth managerWrap sponsor
    Morgan Stanley 66%Schwab 34%
    $806M
  19. 6063
    Warberg Asset Management LLCWinnetka, IL · 9 clientsPrivate fund adviser
    Fidelity 77%Goldman Sachs 23%
    $806M
  20. 6065
    Lakeridge Wealth Management LLCMentor, OH · 1,139 clientsWealth managerHybrid
    Fidelity 90%
    $805M
  21. 6069
    Copper Harbor Investment Advisors, LLCAppleton, WI · 250 clientsWealth manager
    Schwab 69%Fidelity 31%
    $805M
  22. 6070
    Roof Eidam Maycock Peralta LLCSan Francisco, CA · 296 clientsWealth managerWrap sponsor
    Schwab 96%
    $805M
  23. 6073
    Tempo WealthIndependence, OH · 853 clientsWealth manager
    Schwab 96%
    $804M
  24. 6077
    Hoxton WealthOrlando, FL · 1,378 clientsWealth manager
    Interactive Brokers 45%Rl360 39%
    $804M
  25. 6087
    Poetic Group LLCHackensack, NJ · 6 clientsPrivate fund adviser
    U.S. Bank 70%J.P. Morgan 30%
    $803M
  26. 6089
    Solstein Capital, LLCMenlo Park, CA · 30 clientsAsset manager
    Schwab 30%State Street 27%UBS 24%
    $802M
  27. 6094
    Kuhn Advisors, Inc.Durham, NC · 256 clientsWealth manager
    Schwab 88%
    $801M
  28. 6096
    Laffer Tengler Investments, Inc.Nashville, TN · 276 clientsWealth managerWrap sponsor
    Pershing 88%
    $800M
  29. 6097
    Creekmur Asset Management, LLCMorton, IL · 1,902 clientsWealth managerWrap sponsor
    Schwab 71%Fidelity 29%
    $800M
  30. 6098
    Financial Focus LLCCarlsbad, CA · 584 clientsWealth managerHybrid
    Schwab 59%Assetmark Trust 41%
    $800M
  31. 6102
    Park Lane Advisors, LLCBirmingham, AL · 8 clientsAsset manager
    Regions Bank 41%Columbia Bank DBA Columbia Private Trust Custodian FBO 33%Fidelity 26%
    $799M
  32. 6106
    Quantum Capital Advisors, LLC1 clientsAsset manager
    UMB Financial Services 59%Schwab 41%
    $798M
  33. 6113
    337 Frontier Capital, LPNew York, NY · 6 clientsPrivate fund adviser
    BNY 53%State Street 47%
    $795M
  34. 6114
    Brady Martz Wealth Solutions, LLCGrand Forks, ND · 448 clientsWealth manager
    Schwab 100%
    $795M
  35. 6118
    BHK Investment AdvisorsBirmingham, AL · 328 clientsWealth managerHybridBHK Securities, LLC
    Schwab 50%Wells Fargo 50%
    $794M
  36. 6121
    Clayton Financial Group, LLCSt. Louis, MO · 248 clientsWealth manager
    Schwab 61%Fidelity 39%
    $794M
  37. 6123
    Ackerman Asset Management, LLC68 clientsAsset manager
    Transamerica Investors Securities 78%
    $794M
  38. 6127
    Monarch Plan AdvisorsSimi Valley, CA · 130 clientsAsset manager
    Empower Financial Services 48%Fidelity 35%
    $793M
  39. 6135
    X-Square CapitalGuaynabo, PR · 326 clientsAsset manager
    Schwab 49%Jefferies 30%
    $791M
  40. 6136
    Sunpointe InvestmentsSt. Louis, MO · 309 clientsWealth manager
    Schwab 50%Pershing 50%
    $791M

RIAs by state