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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. 6338
    Tillman Hartley LLCDenver, CO · 63 clientsWealth manager
    Schwab 51%Fidelity 49%
    $746M
  2. 6343
    Beacon Global Advisor Network, LLCAtlanta, GA · 1,388 clientsWealth managerHybrid
    RL 360 Insurance Company, LTD. 32%Schwab 29%
    $745M
  3. 6347
    Tremblant Capital GroupWest Palm Beach, FL · 3 clientsAsset managerHybrid
    J.P. Morgan 54%Northern Trust 35%
    $745M
  4. 6354
    Element Wealth, LLCRidgeland, MS · 743 clientsWealth manager
    Fidelity 76%
    $744M
  5. 6355
    Interchange Capital PartnersPittsburgh, PA · 218 clientsWealth manager
    Pershing 83%
    $744M
  6. 6360
    Absolute Capital Management, LLCPittsburgh, PA · 1,986 clientsWealth managerWrap sponsor
    Fidelity 54%Schwab 46%
    $742M
  7. 6365
    Mission Creek Capital Partners, Inc.San Francisco, CA · 524 clientsWealth manager
    Schwab 59%Fidelity 41%
    $742M
  8. 6367
    August GroupToronto, Canada · 56 clientsAsset manager
    RBC 67%National Bank 33%
    $740M
  9. 6369
    Nicholas Wealth ManagementMarietta, GA · 1,072 clientsAsset managerHybrid
    Schwab 57%Fidelity 43%
    $740M
  10. 6372
    Stonebridge Financial GroupGrand Rapids, MI · 783 clientsAsset managerHybrid
    Empower Retirement 60%
    $739M
  11. 6375
    Financial Directions LLCTucson, AZ · 2,488 clientsWealth manager
    Fidelity 95%
    $738M
  12. 6381
    The Marshall Financial Group LLCHunt Valley, MD · 1,019 clientsWealth managerHybrid
    Schwab 80%
    $736M
  13. 6382
    Carlson InvestmentsConcord, NH · 360 clientsWealth manager
    Schwab 74%Commerce Bank 26%
    $736M
  14. 6385
    Fractal Investments LLC3 clientsAsset manager
    BNY 62%Citi 38%
    $735M
  15. 6387
    Alpha Capital Management Group LLCDenver, CO · 470 clientsAsset manager
    Fidelity 64%LPL Financial 34%
    $734M
  16. 6388
    Girard Pension Services, LLCAllentown, PA · 62 clientsAsset managerHybridGirard Investment Services, LLC, clears through Pershing
    Schwab 81%
    $734M
  17. 6389
    CL Wealth Management LLCSchaumburg, IL · 2,168 clientsWealth managerPublic-company ownedHybridCabot Lodge Securities LLC, PKS Securities, Inc., clears through RBC Capital Markets, Raymond James, National Financial Services (Fidelity)
    RBC 64%Raymond James 26%
    $734M
  18. 6391
    Clarity Wealth AdvisorsSan Jose, CA · 342 clientsWealth manager
    Fidelity 55%Schwab 45%
    $733M
  19. 6396
    Skba Capital Management, LLCSan Francisco, CA · 23 clientsAsset managerHybrid
    BNY 85%
    $732M
  20. 6401
    Sevenbridge Financial Group, LLCHarrisburg, PA · 401 clientsWealth manager
    Schwab 69%Fidelity 31%
    $731M
  21. 6408
    Ipswich Investment Management Company, IncBeverly, MA · 268 clientsWealth manager
    Fidelity 81%
    $730M
  22. 6414
    Huber Capital Management LLCEl Segundo, CA · 9 clientsAsset manager
    Northern Trust 75%J.P. Morgan 25%
    $729M
  23. 6424
    Virtus Family OfficeEl Paso, TX · 155 clientsWealth manager
    UBS 77%Interactive Brokers 23%
    $727M
  24. 6435
    Paradigm Investment ManagementMiami, FL · 9 clientsAsset manager
    Interactive Brokers 72%Creand Securities 28%
    $725M
  25. 6437
    The Patten Group, Inc.Chattanooga, TN · 459 clientsWealth manager
    Schwab 57%Pershing 43%
    $725M
  26. 6439
    Colton Groome Financial Advisors, LLCAsheville, NC · 362 clientsWealth manager
    Schwab 65%Fidelity 35%
    $725M
  27. 6449
    Jmac Enterprises LLCNewtown, PA · 183 clientsWealth managerWrap sponsor
    TradePMR / Robinhood 61%Fidelity 39%
    $722M
  28. 6454
    Decagon Asset Management (US) LPNew York, NY · 5 clientsAsset manager
    Goldman Sachs 48%UBS 37%
    $721M
  29. 6455
    Materetsky Financial GroupBoynton Beach, FL · 830 clientsWealth managerWrap sponsorHybrid
    Pershing 91%
    $721M
  30. 6458
    Doliver Advisors, L.P.Houston, TX · 237 clientsWealth manager
    Schwab 86%
    $718M
  31. 6460
    Towercrest Capital Management, LLCNewtown, PA · 84 clientsAsset manager
    Fidelity 100%
    $718M
  32. 6479
    Atlas Legacy Advisors LLCLos Angeles, CA · 155 clientsWealth manager
    Wells Fargo 63%Schwab 37%
    $715M
  33. 6483
    Alpha Investment Consulting Group, LLCMilwaukee, WI · 60 clientsAsset manager
    Transamerica Financial Advisors 56%Voya Institutional Trust 31%
    $714M
  34. 6484
    Ventura Wealth ManagementYardley, PA · 590 clientsWealth manager
    Pershing 72%Schwab 28%
    $713M
  35. 6486
    RV CapitalSchindellegi, Switzerland · 3 clientsPrivate fund adviser
    BNY 49%Morgan Stanley 28%
    $713M
  36. 6487
    Frontier Global Partners LLCLa Jolla, CA · 47 clientsAsset manager
    State Street 47%J.P. Morgan 32%
    $713M
  37. 6488
    Essex Investment Management Company, LLCBoston, MA · 117 clientsAsset manager
    State Street 44%
    $713M
  38. 6490
    Excalibur Management CorpWaltham, MA · 307 clientsWealth manager
    Fidelity 66%
    $712M
  39. 6494
    Precision Wealth Strategies, LLCSt. Louis, MO · 472 clientsWealth managerWrap sponsor
    Schwab 69%Fidelity 31%
    $711M
  40. 6498
    Redwood Investments, LLCBoston, MA · 85 clientsAsset managerAffiliated broker-dealerAlger Management, (singapore) PTE. LTD., Alger Management, LTD
    State Street 54%
    $710M

RIAs by state