Sunday, October 25, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
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
AtlasFinancial ADVSR
Open free

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. 7147
    HZ Investments Inc.Chevy Chase, MD · 21 clientsWealth manager
    Schwab 51%Wilmington Trust Investment Management 49%
    $591M
  2. 7148
    Walter C. Flower & Co., IncNew Orleans, LA · 37 clientsWealth manager
    Wilmington Trust Investment Management 51%UBS 49%
    $591M
  3. 7157
    Florida Atlantic Securities Corp.Miami, FL · 50 clientsBroker-dealer firmHybrid
    Northern Trust 65%Fidelity 35%
    $590M
  4. 7159
    Reston Wealth ManagementReston, VA · 491 clientsWealth manager
    Fidelity 67%
    $590M
  5. 7161
    Master's Wealth Management Inc.Leola, PA · 434 clientsWealth managerWrap sponsor
    Raymond James 86%
    $590M
  6. 7165
    Fairfield, Bush & Co.Darien, CT · 253 clientsWealth manager
    J.P. Morgan 61%Schwab 23%
    $589M
  7. 7166
    RJA Asset Management LLCStamford, CT · 6 clientsAsset manager
    Schwab 83%
    $589M
  8. 7176
    Eschler Asset Management LLPLondon, United Kingdom · 40 clientsPrivate fund adviser
    Interactive Brokers 54%UBS 46%
    $588M
  9. 7177
    JPL Wealth Management, LLCGreenwood Village, CO · 291 clientsWealth manager
    Schwab 51%Fidelity Management & Research Company 49%
    $588M
  10. 7180
    Kirr, Marbach & Company, LLCColumbus, IN · 180 clientsWealth manager
    Horizon Bank 42%Schwab 37%
    $588M
  11. 7183
    Harpswell Capital Advisors, LLCYarmouth, ME · 79 clientsAsset manager
    Pershing 81%
    $587M
  12. 7186
    ARX Management, LLCEl Segundo, CA · 29 clientsAsset manager
    Huntington National Bank 70%U.S. Bank 30%
    $586M
  13. 7187
    Diversified Financial Advisors, LLCTown and Country, MO · 641 clientsAsset managerHybrid
    Broadridge Business Process Outsourcing 65%LPL Financial 35%
    $586M
  14. 7188
    O'keefe Stevens Advisory, Inc.357 clientsWealth manager
    Schwab 90%
    $586M
  15. 7189
    Northleaf Capital Advisors LTD.Toronto, Ontario, Canada · 4 clientsPrivate fund adviserHybridIPC Investment Corporation, IPC Securities Corporation
    Northleaf Capital Partners 97%
    $585M
  16. 7191
    Kreitler Financial LLCNew Haven, CT · 173 clientsWealth manager
    Raymond James 84%
    $585M
  17. 7193
    Riley Friedman Asset ManagementLos Altos, CA · 221 clientsWealth manager
    Schwab 77%Fidelity 22%
    $585M
  18. 7194
    Twin Peaks Wealth Advisors431 clientsWealth managerHybrid
    Schwab 67%Fidelity Distributors Company 33%
    $585M
  19. 7197
    Freedom Fiduciaries LLCBoise, ID · 124 clientsAsset manager
    Empower 62%Voya 38%
    $585M
  20. 7203
    Fortress Private Ledger, LLCRaleigh, NC · 704 clientsBroker-dealer firmHybrid
    Schwab 63%Interactive Brokers 37%
    $584M
  21. 7204
    Monetary Management Group IncSt Louis, MO · 117 clientsWealth managerWrap sponsor
    RBC 78%
    $584M
  22. 7208
    Praesidium Investment ManagementNew York, NY · 8 clientsAsset manager
    BNY 88%
    $583M
  23. 7211
    Marble Trail AdvisorsMiddlebury, VT · 368 clientsWealth manager
    Schwab 63%Pershing 37%
    $583M
  24. 7221
    55 North Private WealthWinter Park, FL · 158 clientsWealth manager
    Fidelity 50%Schwab 50%
    $581M
  25. 7222
    Hyperion Capital Advisors LPNew York, NY · 36 clientsPrivate fund adviser
    Pershing 83%
    $581M
  26. 7228
    Northwest Quadrant Wealth ManagementBend, OR · 1,014 clientsWealth managerHybrid
    LPL Financial 83%
    $580M
  27. 7230
    Able Wealth Management LLCToms River, NJ · 1,030 clientsWealth manager
    Schwab 57%Fidelity 38%
    $580M
  28. 7232
    EPG Wealth Management LLCAtlanta, GA · 1,194 clientsWealth managerHybrid
    Fidelity Distributors Company 47%Schwab 32%
    $579M
  29. 7233
    Mattern Wealth Management LLCLawrence, KS · 613 clientsWealth manager
    Schwab 57%Wells Fargo 43%
    $579M
  30. 7243
    Valueworks, LLCNew York City, NY · 85 clientsPrivate fund adviser
    Pershing 41%Schwab 31%RBC 28%
    $577M
  31. 7246
    Tabor Asset Management, LPNew York, NY · 8 clientsAsset manager
    Merrill / Bank of America 51%Jefferies 29%
    $577M
  32. 7249
    Alexander Investment Services Co.Louisville, KY · 1,261 clientsBroker-dealer firmHybrid
    Schwab 84%
    $577M
  33. 7256
    Rezny Wealth Management, Inc.Fort Myers, FL · 275 clientsWealth manager
    Schwab 100%
    $576M
  34. 7269
    FSA Advisors, Inc.Troy, MI · 4,406 clientsWealth manager
    Schwab 65%Fidelity 35%
    $573M
  35. 7272
    North Shore Private Asset Management, LLCLake Forest, IL · 218 clientsWealth managerHybrid
    Schwab 61%Raymond James 36%
    $573M
  36. 7274
    The Ithaka Group, LLCArlington, VA · 126 clientsAsset manager
    U.S. Bank 57%Schwab 43%
    $572M
  37. 7276
    Linepoint Partners & Co.Los Angeles, CA · 34 clientsAsset manager
    Goldman Sachs 66%Northern Trust 34%
    $572M
  38. 7277
    Conning Investment Products, Inc.Hartford, CTBroker-dealer firmHybridConning Asia Pacific Limited (hong Kong), Conning Asset Management (UK) LTD.
    Royal Bank of Canada Dexia 59%BNY 41%
    $572M
  39. 7279
    Independent Investors IncNesconset, NY · 100 clientsWealth manager
    Pershing 57%BNY 43%
    $572M
  40. 7281
    Westward Investment AdvisoryMission, KS · 20 clientsWealth managerHybrid
    Morgan Stanley 56%Robert W. Baird & Co. Incorporated 44%
    $572M

RIAs by state