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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. 8125
    Brownlee Wealth ManagementHouston, TX · 86 clientsWealth manager
    Fidelity 88%
    $465M
  2. 8132
    DEW Wealth ManagementScottsdale, AZ · 246 clientsWealth managerWrap sponsor
    Assetmark Brokerage 71%
    $465M
  3. 8136
    Obrien Greene & Co IncMedia, PA · 148 clientsWealth manager
    Fidelity 71%Schwab 29%
    $464M
  4. 8142
    Independence Financial Advisors, LLCFranklin, NH · 2,777 clientsWealth managerBank-affiliated
    Fidelity 85%
    $464M
  5. 8147
    Miller Financial Services LLCMarshall, MI · 584 clientsWealth manager
    Tiaa-Cref Individual & Institutional Services 45%Fidelity 34%
    $463M
  6. 8158
    Reyl Overseas LTD.Zürich, Switzerland · 192 clientsWealth managerBank-affiliated
    Intesa Sanpaolo Wealth Management SA 85%
    $462M
  7. 8160
    Gainplan LLCBloomfield Hills, MI · 495 clientsWealth manager
    Schwab 89%
    $462M
  8. 8163
    Saybrook Fund Advisors, LLCSanta Monica, CA · 7 clientsPrivate fund adviser
    Citi 88%
    $461M
  9. 8165
    Curio Wealth, LLCAnnapolis, MD · 354 clientsWealth manager
    Schwab 80%
    $461M
  10. 8168
    Beta Wealth Group, IncSan Diego, CA · 378 clientsWealth manager
    Fidelity 66%Schwab 34%
    $460M
  11. 8173
    Beacon AdvisorsAustin, TX · 62 clientsWealth managerWrap sponsor
    Fidelity 41%Schwab 34%Pershing 25%
    $460M
  12. 8174
    Blake Schutter Theil Wealth Advisors, LLCDayton, OH · 192 clientsWealth manager
    Fidelity 54%Schwab 46%
    $459M
  13. 8179
    NIA Impact Capital171 clientsWealth manager
    Fidelity 65%Schwab 35%
    $459M
  14. 8181
    Legacy Wealth Management, LLCRidgeland, MS · 97 clientsWealth manager
    SEI 68%Schwab 32%
    $459M
  15. 8183
    Strategas Asset Management, LLCNew York, NY · 15 clientsAsset managerHybridBaird Strategas LLC, Robert W. Baird & Co. Incorporated
    Robert W. Baird & Co. Incorporated 75%Schwab 25%
    $458M
  16. 8185
    Trinity Capital InvestorsJackson, MS · 37 clientsPrivate fund adviser
    Natioanl Banking Institution 97%
    $458M
  17. 8193
    Birch RUN Investments, LLCExton, PA · 55 clientsAsset managerHybrid
    Principal Financial Group 64%
    $457M
  18. 8196
    Retirement Consulting Group, Inc.Lake Oswego, OR · 86 clientsAsset manager
    Schwab 48%Vanguard 32%
    $457M
  19. 8201
    Gardner Lewis Asset Management LPChadds Ford, PA · 12 clientsPrivate fund adviser
    Northern Trust 75%Goldman Sachs 25%
    $456M
  20. 8204
    AGH Wealth Advisors, LLCWichita, KS · 489 clientsWealth managerWrap sponsorHybrid
    LPL Financial 57%American Trust Custody Services 43%
    $456M
  21. 8207
    Florida Financial Advisors, LLCTampa, FL · 3,005 clientsWealth managerWrap sponsorHybridTrinity Wealth Securities, L.L.C.
    Fidelity 52%Schwab 48%
    $456M
  22. 8209
    LGT Financial Advisors LLCDallas, TX · 147 clientsWealth manager
    Fidelity 55%Schwab 45%
    $456M
  23. 8211
    Cypress Asset Management IncHouston, TX · 87 clientsWealth manager
    Schwab 57%Merrill / Bank of America 22%
    $456M
  24. 8214
    Cove Private Wealth, LLCOyster Bay, NY · 95 clientsWealth manager
    Goldman Sachs 89%
    $455M
  25. 8217
    Eagle Capital Management, LLCMandeville, LA · 312 clientsWealth manager
    Schwab 82%
    $455M
  26. 8220
    Selective Wealth Management, Inc.Forest, VA · 697 clientsWealth manager
    Schwab 81%
    $455M
  27. 8227
    Wakefield Asset Management, LllpEnglewood, CO · 201 clientsWealth managerWrap sponsor
    Schwab 81%
    $454M
  28. 8228
    Columbus Investment Advisory Inc.New Albany, OH · 113 clientsWealth manager
    Schwab 87%
    $454M
  29. 8230
    Silver Grove Advisory ServicesOrchard Park, NY · 2,150 clientsWealth managerHybrid
    Schwab 64%
    $454M
  30. 8234
    Prentiss Smith & Company, Inc.Brattleboro, VT · 319 clientsWealth manager
    Schwab 83%
    $453M
  31. 8235
    McClarren Financial AdvisorsState College, PA · 267 clientsWealth manager
    Schwab 53%Fidelity Distributors Company 33%
    $453M
  32. 8237
    IMZ Advisory Inc.Boca Raton, FL · 442 clientsWealth managerHybrid
    Schwab 87%
    $453M
  33. 8248
    Virtera Partners LLCPepper Pike, OH · 22 clientsAsset manager
    Schwab 78%Keybank National Association 22%
    $452M
  34. 8251
    Horizon Wealth AdvisorsHouston, TX · 199 clientsWealth manager
    Fidelity 78%Schwab 22%
    $451M
  35. 8252
    Edge Focus Capital Management, LLCNew York, NY · 5 clientsAsset manager
    Merrill / Bank of America 100%
    $451M
  36. 8264
    Global TrustPalm Beach Gardens, FL · 276 clientsWealth manager
    Fidelity 62%Schwab 38%
    $450M
  37. 8269
    Hazard & Siegel Advisory Services LLCDewitt, NY · 150 clientsAsset managerHybridHazard & Siegel, Inc.
    Fidelity 35%Principal Securities 32%
    $450M
  38. 8275
    Nikulski Financial, Inc.Bettendorf, IA · 475 clientsWealth manager
    Altruist 52%Schwab 48%
    $449M
  39. 8280
    Osprey Private Wealth LLCNew York, NY · 58 clientsWealth manager
    Raymond James 48%Schwab 41%
    $448M
  40. 8289
    Petra Financial Advisors IncColorado Springs, CO · 378 clientsWealth manager
    Schwab 57%Fidelity 22%
    $447M

RIAs by state