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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. 6137
    Marathon Capital ManagementHunt Valley, MD · 286 clientsWealth manager
    Schwab 87%
    $790M
  2. 6138
    Land & Buildings Investment Management, LLCStamford, CT · 5 clientsAsset manager
    Goldman Sachs 60%Wells Fargo 40%
    $790M
  3. 6143
    Hale Partnership Capital Management, LLCCharlotte, NC · 11 clientsAsset manager
    Goldman Sachs 43%Wells Fargo 30%
    $788M
  4. 6146
    MMA Asset Management LLCConshohocken, PA · 301 clientsAsset managerHybridMMA Securities LLC, MMC Securities (ireland), clears through Pershing
    Amalgamated Bank 50%Schwab 37%
    $788M
  5. 6154
    Eagle Rock Investment Company, LLCAtlanta, GA · 83 clientsWealth manager
    Schwab 44%Fidelity 42%
    $787M
  6. 6158
    Centurion Wealth ManagementMcLean, VA · 415 clientsWealth manager
    Fidelity 92%
    $786M
  7. 6161
    Enhanced Capital Partners, LLCNew Orleans, LA · 37 clientsPrivate fund adviserAffiliated broker-dealer
    Capital One Bank 100%
    $786M
  8. 6167
    Enhalus Capital, LPNew York, NY · 7 clientsPrivate fund adviser
    Morgan Stanley 87%
    $786M
  9. 6174
    Augustine Asset Management IncJacksonville, FL · 72 clientsWealth manager
    Fidelity Capital Markets 63%
    $783M
  10. 6175
    Harfst and Associates, Inc.Sheridan, WY · 539 clientsWealth manager
    Schwab 55%Raymond James 45%
    $783M
  11. 6179
    Clarity Capital Kcps LTDRamat-Gan, Israel · 194 clientsWealth managerBank-affiliatedAffiliated broker-dealerPsagot Securities LTD.
    Pershing 34%Bank Leumi Le-Israel B.M. 26%Bank Hapoalim LTD. 24%
    $782M
  12. 6182
    Dahring | Cusmano and AssociatesNovi, MI · 884 clientsWealth managerHybrid
    Schwab 58%Fidelity 42%
    $781M
  13. 6183
    West Michigan AdvisorsHolland, MI · 1,378 clientsWealth managerHybrid
    Schwab 80%
    $781M
  14. 6191
    DSG Capital Advisors, LLCEdina, MN · 115 clientsWealth managerWrap sponsor
    LPL Financial 89%
    $780M
  15. 6196
    Wisdom Financial Services, L.L.C.Geneseo, IL · 1,518 clientsWealth manager
    Axos 95%
    $779M
  16. 6198
    Ramsay Stattman Vela & Price IncColorado Springs, CO · 404 clientsWealth manager
    Schwab 76%
    $779M
  17. 6208
    Global View Capital Management LLCWaukesha, WI · 3,819 clientsWealth managerWrap sponsorHybrid
    Schwab 75%Axos 25%
    $775M
  18. 6212
    Stoneridge PMG Advisors, LLCRadnor, PA · 18 clientsAsset manager
    TD Bank USA, National Association 73%
    $774M
  19. 6215
    Ampfield ManagementNew York, NY · 10 clientsPrivate fund adviser
    BNY 84%
    $774M
  20. 6216
    Satis Wealth ManagementLondon, United Kingdom · 674 clientsWealth manager
    Transact 86%
    $774M
  21. 6224
    4612 Group, LLCAtlanta, GA · 9 clientsAsset manager
    Merrill / Bank of America 74%Northern Trust 26%
    $773M
  22. 6228
    Seabridge Investment Advisors LLCSummit, NJ · 201 clientsWealth manager
    Schwab 91%
    $771M
  23. 6232
    Retirement Fund ManagementAtlanta, GA · 10 clientsAsset manager
    Principal Financial Group 56%Fidelity 44%
    $770M
  24. 6241
    New England Capital Financial Advisors LLCCheshire, CT · 1,219 clientsWealth manager
    Fidelity 92%
    $768M
  25. 6268
    Sterling Financial Planning IncSparta, NJ · 578 clientsWealth manager
    Schwab 88%
    $761M
  26. 6273
    SAN Luis Wealth AdvisorsSan Luis Obispo, CA · 463 clientsWealth manager
    Schwab 61%Fidelity 39%
    $760M
  27. 6297
    Total Clarity Wealth Management, IncSt. Charles, IL · 1,038 clientsWealth managerWrap sponsorHybrid
    Schwab 61%LPL Financial 39%
    $755M
  28. 6304
    Banyan Alpha Investment L.P.South San Francisco, CA · 6 clientsAsset manager
    Goldman Sachs 90%
    $752M
  29. 6306
    Nymbus Capital Inc.Montreal, Quebec, Canada · 93 clientsAsset manager
    Nbin 73%Interactive Brokers 26%
    $751M
  30. 6307
    Castlepoint Wealth AdvisorsOklahoma City, OK · 283 clientsWealth manager
    Schwab 58%Fidelity 42%
    $751M
  31. 6310
    Tilson Financial Group IncNew Providence, NJ · 439 clientsWealth manager
    Schwab 85%
    $751M
  32. 6311
    Stevens Foster Financial AdvisorsBloomington, MN · 332 clientsWealth manager
    Fidelity 98%
    $750M
  33. 6312
    Hopwood Financial Services, Inc.Reston, VA · 288 clientsWealth manager
    Schwab 71%Fidelity 29%
    $750M
  34. 6313
    Torray Investment Partners LLCBethesda, MD · 549 clientsAsset manager
    Schwab 88%
    $750M
  35. 6316
    Westwood Wealth ManagementDallas, TX · 452 clientsPrivate fund adviserHybridSalient Capital L.P.
    Schwab 56%U.S. Bank 39%
    $750M
  36. 6319
    Southernsun Asset Management LLCMemphis, TN · 84 clientsAsset manager
    BNY 45%State Street 31%J.P. Morgan 24%
    $749M
  37. 6328
    Fiduciary Family Office, LLCBoca Raton, FL · 46 clientsWealth manager
    Schwab 88%
    $748M
  38. 6330
    Autumn Glory Partners, LLCDallas, TX · 67 clientsWealth manager
    Fidelity 78%Schwab 22%
    $748M
  39. 6333
    Dudley & Shanley, Inc.Palm Beach, FL · 51 clientsWealth manager
    BNY 66%J.P. Morgan 34%
    $747M
  40. 6337
    Skylands Capital, LLCMilwaukee, WI · 14 clientsPrivate fund adviser
    U.S. Bank 76%Midwest Institutional Trust 24%
    $747M

RIAs by state