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Est. 2026The front page of wealth managementNew York

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IN Wealth firms report organic growth rebound, but process gaps persistIN Shareholder support rebounds even as proxy proposals hit new lowIN AI governance gaps leave RIAs exposed to a new wave of cyber threatsIN Home affordability crisis deepens as mortgage rates and hidden costs riseFP Year-end tax planning: 5 moves advisors should review with clients4K 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-term
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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. 8667
    Copper FinancialLenexa, KS · 4,165 clientsBroker-dealer firmHybrid
    Apex Fintech 100%
    $411M
  2. 8671
    Sunbeam Capital Management, LLC47 clientsWealth manager
    Fidelity 56%Schwab 44%
    $410M
  3. 8673
    BemanagedGrand Rapids, MI · 1,072 clientsWealth manager
    Fidelity 75%Vanguard 25%
    $410M
  4. 8677
    Sustainable Insight Capital Management, LLCNew York, NY · 2 clientsAsset manager
    State Street 51%BNY 49%
    $410M
  5. 8678
    Boyd Wealth Management, LLCSacramento, CA · 162 clientsWealth manager
    Schwab 86%
    $410M
  6. 8682
    Broadlake Financial ManagementSouth Burlington, VT · 463 clientsWealth manager
    Fidelity 86%
    $410M
  7. 8692
    Wasserstein Management, LPNew York, NY · 5 clientsPrivate fund adviser
    Northern Trust 51%BNY 48%
    $409M
  8. 8697
    Heritage Financial LLCGainesville, VA · 350 clientsWealth manager
    Schwab 89%
    $408M
  9. 8708
    Fifth Force ManagementDallas, TXWealth manager
    J.P. Morgan 54%UBS 24%Morgan Stanley 22%
    $407M
  10. 8709
    Keystone Financial Planning, IncWestlake, OH · 117 clientsWealth manager
    Schwab 87%
    $407M
  11. 8710
    Womack Wealth Management, Inc.Manhattan Beach, CA · 198 clientsWealth manager
    Schwab 61%Fidelity 39%
    $407M
  12. 8718
    Guerra Wealth AdvisorsMiami, FL · 3,007 clientsWealth managerWrap sponsor
    Fidelity 100%
    $406M
  13. 8719
    Ballast Rock Private WealthCharleston, SC · 251 clientsWealth managerHybridBallast Rock Capital LLC
    Fidelity 53%Schwab 47%
    $406M
  14. 8737
    Excel Financial, LLCRed Wing, MN · 416 clientsWealth manager
    Schwab 77%Fidelity Distributors Company 23%
    $404M
  15. 8738
    MB GEN WealthSpokane, WA · 123 clientsWealth manager
    Fidelity 70%Schwab 30%
    $404M
  16. 8740
    Dupree Financial Group, LLCLexington, KY · 825 clientsWealth manager
    Fidelity 94%
    $404M
  17. 8742
    NamcoaMooresville, NC · 584 clientsAsset manager
    Ascensus Trust 40%LPL Financial 37%Empower Financial Services 23%
    $404M
  18. 8748
    Mainsail Financial GroupBellevue, WA · 426 clientsWealth manager
    Schwab 75%Fidelity 25%
    $404M
  19. 8754
    Brown Edwards Wealth StrategiesLynchburg, VA · 217 clientsWealth manager
    Schwab 91%
    $403M
  20. 8761
    LCM Capital Management IncChicago, IL · 473 clientsWealth managerWrap sponsor
    Schwab 51%Fidelity 49%
    $403M
  21. 8762
    Palo Duro Investment Partners, LPChicago, IL · 7 clientsPrivate fund adviser
    BNY 78%
    $403M
  22. 8769
    Proathlete Wealth Management LLCBoca Raton, FL · 205 clientsWealth managerHybrid
    Schwab 100%
    $402M
  23. 8770
    Anderson Financial Strategies, LLCDayton, OH · 230 clientsAsset manager
    Schwab 59%
    $402M
  24. 8772
    O'neil Global Advisors, Inc.Los Angeles, CA · 11 clientsAsset managerHybridO'neil Securities Incorporated
    Interactive Brokers 82%
    $402M
  25. 8774
    AS Avaron Asset ManagementTallinn, Estonia · 4 clientsAsset manager
    Swedbank AS 55%Caceis 33%
    $402M
  26. 8776
    Practicecfo InvestmentsSan Diego, CA · 420 clientsAsset manager
    Schwab 75%Vanguard 25%
    $402M
  27. 8780
    Essential Partners LLCRancho Santa Fe,, CA · 58 clientsWealth manager
    Schwab 53%Fidelity 47%
    $401M
  28. 8782
    Insight Strategic Wealth LLCKnoxville, TN · 263 clientsWealth manager
    Schwab 77%Fidelity 23%
    $401M
  29. 8783
    The Capital Chart Room, LTDFort Worth, TX · 65 clientsAsset manager
    Fidelity 82%
    $401M
  30. 8795
    Sjbenen Advisory, LLC149 clientsWealth manager
    Interactive Brokers 55%Schwab 45%
    $400M
  31. 8808
    Luminvest Wealth Management LLCScottsdale, AZ · 140 clientsWealth manager
    Schwab 41%Altruist 37%Vanguard 22%
    $398M
  32. 8817
    Bayard Asset Management LLCPrinceton, NJ · 5 clientsAsset manager
    J.P. Morgan 47%State Street 33%
    $397M
  33. 8819
    Webb Financial GroupBloomington, MN · 673 clientsWealth manager
    Schwab 66%Fidelity Distributors Company 34%
    $397M
  34. 8820
    Sagebroadview Wealth Management, LLCFarmington, CT · 148 clientsWealth manager
    Schwab 58%Altruist 42%
    $397M
  35. 8821
    LDR Capital Management, LLCNew York, NY · 28 clientsAsset manager
    Merrill / Bank of America 44%Schwab 30%BNY 26%
    $397M
  36. 8823
    Centennial Wealth Advisory, LLCTraverse City, MI · 1,354 clientsWealth manager
    Fidelity 100%
    $397M
  37. 8831
    Visionary Horizons, LLCKnoxville, TN · 709 clientsWealth managerHybrid
    Schwab 89%
    $397M
  38. 8837
    The Visualize Group LPNew York, NY · 3 clientsPrivate fund adviser
    Goldman Sachs 55%Morgan Stanley 45%
    $396M
  39. 8838
    West Ridge AdvisorsHenderson, NV · 744 clientsAsset manager
    Schwab 46%Fidelity 35%
    $396M
  40. 8844
    Galapagos Advisory LLCMiami, FL · 210 clientsAsset managerHybridGalapagos Capital Distribuidora De Titulos E Valores Mobiliarios S.A.
    Andbanc Brokerage 41%J.P. Morgan 34%
    $396M

RIAs by state