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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. 6785
    PW Nova Financial Services LLCNewtown, PA · 733 clientsWealth managerWrap sponsor
    TradePMR / Robinhood 55%Schwab 45%
    $654M
  2. 6788
    Collaborative WealthLake Mary, FL · 937 clientsWealth managerHybrid
    LPL Financial 59%
    $653M
  3. 6790
    Collegiate Capital Management, Inc.Raleigh, NC · 446 clientsWealth managerWrap sponsor
    Schwab 82%
    $653M
  4. 6792
    Palisade Investments, LLCZephyr Cove, NV · 668 clientsWealth manager
    Schwab 61%
    $653M
  5. 6800
    Advanced Asset Management Advisors, Inc.Dublin, OH · 309 clientsAsset manager
    U.S. Bank 75%Fidelity 25%
    $651M
  6. 6811
    Dale K. Ehrhart, Inc.Venice, FL · 139 clientsWealth manager
    Schwab 70%Fidelity 30%
    $649M
  7. 6815
    5c Capital Management, LLCWoodcliff Lake, NJ · 552 clientsWealth manager
    Schwab 85%
    $648M
  8. 6819
    Pier Capital, LLCStamford, CT · 8 clientsAsset manager
    SEB 41%U.S. Bank 39%
    $648M
  9. 6827
    Legacy Wealth Partners, LLCLakewood, CO · 1,064 clientsWealth managerHybrid
    Schwab 87%
    $646M
  10. 6829
    Kitching Partners, LLCConshohocken, PA · 119 clientsWealth manager
    Schwab 53%J.P. Morgan 47%
    $646M
  11. 6837
    Eldred Rock Partners, LLCSan Antonio, TX · 80 clientsAsset manager
    Schwab 51%Northern Trust 31%
    $644M
  12. 6852
    The Financial Resource CenterCarmel, IN · 247 clientsAsset manager
    Voya Financial Advisors 55%SEI 45%
    $642M
  13. 6856
    Granite Harbor Advisors, Inc.Houston, TX · 431 clientsWealth managerWrap sponsor
    Schwab 99%
    $642M
  14. 6865
    MWA Financial Services, Inc.Rock Island, IL · 2,012 clientsBroker-dealer firmHybrid
    Assetmark Trust 91%
    $640M
  15. 6872
    Tcfg Investment Advisors, LLCLaguna Niguel, CA · 2,334 clientsWealth managerWrap sponsorHybridTcfg Wealth Management, LLC
    Pershing 95%
    $639M
  16. 6873
    Northeast Advisers, Inc.Paoli, PA · 376 clientsWealth manager
    Schwab 87%
    $639M
  17. 6886
    503 Capital Partners, LLCLeawood, KS · 13 clientsPrivate fund adviser
    Schwab 78%BNY 22%
    $636M
  18. 6889
    Fischer Financial Services IncHarrisburg, PA · 615 clientsWealth manager
    Fidelity 92%
    $636M
  19. 6907
    Karma Capital Advisors PVT LTD.Mumbai, Maharashtra, India · 206 clientsAsset manager
    Citi 92%
    $633M
  20. 6911
    Vizcaya Capital, LLCMiami, FL · 346 clientsWealth manager
    J.P. Morgan 60%Pershing 22%
    $631M
  21. 6915
    American Investors CoSan Ramon, CA · 766 clientsBroker-dealer firmHybrid
    Schwab 67%Fidelity 33%
    $631M
  22. 6917
    Accuvest Global Advisors, Inc.Provo, UT · 65 clientsAsset managerHybridMosaic Financial
    Mosaic Financial 43%Schwab 37%
    $630M
  23. 6933
    Capshift AdvisorsWest Newton, MA · 14 clientsAsset manager
    Schwab 60%Fidelity 40%
    $628M
  24. 6939
    Ariadne Wealth Management, LPSanta Barbara, CA · 53 clientsWealth manager
    Schwab 60%Fidelity 30%
    $627M
  25. 6941
    Winslow Asset Management IncBeachwood, OH · 130 clientsWealth manager
    Fidelity 68%PNC Bank 32%
    $627M
  26. 6949
    Sandia Investment Management LPBoston, MA · 10 clientsPrivate fund adviser
    Goldman Sachs 73%Merrill / Bank of America 27%
    $625M
  27. 6950
    Climber Capital SANyon, Vaud, Switzerland · 94 clientsWealth manager
    Banque Pictet & CIE SA 45%Edmond De Rothschild (suisse) SA 38%
    $625M
  28. 6952
    Portfolio Design Labs, LLCEncino, CA · 357 clientsWealth manager
    Schwab 82%
    $625M
  29. 6960
    Sherrill & Hutchins Financial Advisory IncAtlanta, GA · 409 clientsWealth manager
    Schwab 87%
    $624M
  30. 6964
    FCA CorpHouston, TX · 183 clientsWealth manager
    Schwab 54%Fidelity 46%
    $623M
  31. 6967
    Shoten Capital LPAustin, TX · 4 clientsPrivate fund adviser
    Morgan Stanley 75%Goldman Sachs 25%
    $622M
  32. 6973
    Avalan, LLCSanta Barbara, CA · 319 clientsWealth manager
    Fidelity 86%
    $622M
  33. 6974
    12th Street Asset ManagementNashville, TN · 522 clientsAsset manager
    U.S. Bancorp Investments 52%
    $622M
  34. 6975
    Aviso Wealth ManagementBellevue, WA · 929 clientsWealth managerHybrid
    Schwab 67%Fidelity 33%
    $621M
  35. 6979
    Capital Advisers, Inc.Raleigh, NC · 723 clientsWealth manager
    Schwab 89%
    $620M
  36. 6987
    Tactive Advisors, LLCSarasota, FL · 1,568 clientsWealth managerHybrid
    Schwab 84%
    $619M
  37. 6988
    Tri-Ad Capital Management I, LLCEscondido, CA · 43 clientsAsset manager
    Schwab 79%
    $619M
  38. 6992
    White Oaks Wealth Advisors, Inc.Minneapolis, MN · 219 clientsWealth manager
    Schwab 99%
    $618M
  39. 6993
    Wheeler Retirement Plans LLCDuluth, MN · 78 clientsAsset manager
    The Standard 36%Ascensus 24%Fidelity 22%
    $618M
  40. 6994
    Steadtrust654 clientsWealth managerHybrid
    Fidelity 71%SEI 29%
    $618M

RIAs by state