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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. 8291
    Stephenson and Company, Inc.San Clemente, CA · 265 clientsWealth manager
    Schwab 57%SEI 43%
    $447M
  2. 8292
    Leslie Global Wealth, LLCItasca, IL · 385 clientsWealth managerHybrid
    LPL Financial 95%
    $447M
  3. 8300
    Beaton Management Co IncHaverhill, MA · 153 clientsWealth manager
    UBS 65%Pershing 35%
    $446M
  4. 8316
    Cornerstone Portfolio Research3 clientsAsset manager
    Schwab 94%
    $444M
  5. 8321
    Credit Capital InvestmentsLivingston, NJ · 23 clientsPrivate fund adviser
    BNY 50%Raymond James 50%
    $444M
  6. 8322
    Hamilton Capital Partners, LLCAtlanta, GA · 218 clientsWealth manager
    LPL Financial 88%
    $444M
  7. 8324
    O'boyle Wealth Management, Inc.Beverly Hills, CA · 410 clientsWealth managerWrap sponsor
    Fidelity 85%
    $444M
  8. 8325
    Carolina Qualified Retirement Plan Advisers, LLC45 clientsAsset manager
    Ascensus Broker Dealer Services 75%
    $444M
  9. 8328
    Lumbard & Kellner, LLCHollis, NH · 321 clientsWealth manager
    U.S. Bank 75%Schwab 25%
    $444M
  10. 8336
    Greykasell Wealth Strategies, Inc.Danville, CA · 124 clientsWealth manager
    Fidelity 79%
    $443M
  11. 8349
    Ikalon Advisors LLCMiami, FLAsset manager
    Goldman Sachs 56%J.P. Morgan 22%
    $442M
  12. 8353
    MeridianaCoral Gables, FL · 10 clientsWealth manager
    Merrill / Bank of America 27%Banco Santander 27%J.P. Morgan 25%
    $442M
  13. 8355
    Paradigm Asset ManagementWhite Plains, NY · 7 clientsAsset manager
    State Street 42%BNY 27%
    $442M
  14. 8361
    Owls Nest PartnersChadds Ford, PA · 6 clientsPrivate fund adviser
    BNY 32%Northern Trust 25%Pershing 23%
    $441M
  15. 8366
    Black Diamond Financial, LLC92 clientsWealth managerWrap sponsorHybridLadenburg Thalmann & Co. Inc.
    Schwab 86%
    $441M
  16. 8368
    AG Asset Advisory, LLCLos Angeles, CA · 37 clientsWealth manager
    Schwab 87%
    $440M
  17. 8374
    Primesolutions Advisors, LLCPittsburgh, PAAsset manager
    Great Grey Trust Compamy 97%
    $440M
  18. 8379
    The Moorings Group, LLC124 clientsWealth manager
    Fidelity 62%BNY 38%
    $440M
  19. 8382
    Osterweis Capital ManagementSan Francisco, CA · 34 clientsWealth managerHybrid
    Citi 73%Schwab 27%
    $439M
  20. 8383
    Bates Financial Advisors, Inc.Rockford, IL · 399 clientsWealth managerHybridBates Securities, Inc.
    Fidelity 85%
    $439M
  21. 8389
    TA Capital Management, LLCSewell, NJ · 101 clientsWealth manager
    Schwab 57%Fidelity Distributors Company 43%
    $439M
  22. 8390
    Gables Capital Management, Inc.Miami, FL · 178 clientsAsset manager
    RBC 52%Argent Trust 34%
    $439M
  23. 8392
    Shawspring Partners, LLCBoston, MA · 7 clientsPrivate fund adviser
    Northern Trust 40%BNY 37%Fidelity 23%
    $439M
  24. 8393
    Dickmeyer Boyce Financial Management, IncFort Wayne, IN · 420 clientsWealth manager
    Schwab 76%Fidelity Distributors Company 24%
    $439M
  25. 8399
    Schulz Wealth, LTD.Mansfield, TX · 176 clientsWealth manager
    Schwab 77%Empower Retirement 23%
    $438M
  26. 8404
    Access Financial Services, Inc.Minneapolis, MN · 322 clientsWealth managerHybrid
    Schwab 99%
    $438M
  27. 8406
    The Lloyd Advisory GroupSuwanee, GA · 1,262 clientsWealth managerWrap sponsor
    Fidelity 97%
    $438M
  28. 8410
    Practice Financial GroupJacksonville, OR · 474 clientsAsset manager
    Schwab 89%
    $437M
  29. 8414
    Blueprint Investing LLCSan Francisco, CA · 42 clientsWealth manager
    Schwab 79%
    $436M
  30. 8415
    Westend Capital Management, LLC.Sausalito, CA · 331 clientsWealth manager
    Schwab 99%
    $436M
  31. 8422
    Princeton Capital Management LLCRed Bank, NJ · 184 clientsWealth manager
    Schwab 89%
    $435M
  32. 8423
    Advisorstrust Partners LLCRaleigh, NC · 184 clientsWealth managerHybrid
    Schwab 56%Fidelity 44%
    $435M
  33. 8428
    Horrell Capital Management, Inc.Little Rock, AR · 81 clientsWealth manager
    BNY 52%Schwab 48%
    $435M
  34. 8435
    Sestante Family OfficeCoronado, CA · 16 clientsWealth manager
    Schwab 87%
    $434M
  35. 8437
    Retire AgileHermantown, MN · 188 clientsWealth managerWrap sponsor
    Schwab 71%Fidelity 29%
    $434M
  36. 8440
    Waypoint Wealth Counsel LLCAtlanta, GA · 176 clientsWealth manager
    Schwab 81%
    $433M
  37. 8447
    Lisanti Capital Growth LLCNew York, NY · 18 clientsAsset managerAffiliated broker-dealerDinosaur Financial Group, L.l.c
    Northern Trust 39%State Street 35%BNY 26%
    $432M
  38. 8455
    Tricord Advisors, Inc.Riverside, CA · 552 clientsWealth managerHybrid
    Schwab 95%
    $432M
  39. 8464
    Cutler Capital ManagementWorcester, MA · 146 clientsWealth manager
    Fidelity 88%
    $431M
  40. 8467
    White Pine Capital LLCBloomington, MN · 84 clientsWealth manager
    Fidelity 88%
    $431M

RIAs by state