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Est. 2026The front page of wealth managementNew York

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KC The 16 Best Financial Advisor Conferences To Attend In 2027IN Digital asset custody reshapes how banks compete in tokenized financeIN Fidelity's $100M custody minimum forces small RIAs to pick a pathIN 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 2026
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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. 8861
    FamilywealthLake Mary, FL · 407 clientsAsset manager
    Vanguard 50%
    $395M
  2. 8863
    Cargile Investment ManagementMidland, TX · 204 clientsWealth manager
    Schwab 66%Fidelity 34%
    $395M
  3. 8866
    Aegon Real Assets USCedar Rapids, IA · 14 clientsAsset managerHybrid
    HSBC 63%M&t Bank 26%
    $394M
  4. 8869
    Integrity Investment Advisors117 clientsWealth manager
    Schwab 72%Fidelity 28%
    $394M
  5. 8880
    Core Wealth Partners LLCSanta Rosa, CA · 385 clientsWealth manager
    Schwab 90%
    $393M
  6. 8885
    Dunnavan & Co.Minneapolis, MN · 231 clientsWealth manager
    Schwab 81%
    $393M
  7. 8893
    Eastover Capital ManagementCharlotte, NC · 250 clientsWealth manager
    Schwab 86%
    $392M
  8. 8906
    Post Oak Private Wealth AdvisorsHouston, TX · 377 clientsWealth manager
    Schwab 80%
    $391M
  9. 8907
    Paskin & Berler Capital Advisors, LLC66 clientsWealth manager
    Schwab 100%
    $391M
  10. 8917
    16th Amendment Advisors LLCNew York, NY · 80 clientsWealth manager
    Fidelity 46%Schwab 27%Raymond James 27%
    $390M
  11. 8920
    Bluestone Capital Management, LLCWayne, PA · 7 clientsAsset managerHybridMCG Securities LLC
    Schwab 100%
    $390M
  12. 8925
    Nixon Capital LLCAustin, TX · 203 clientsWealth manager
    Schwab 70%RBC 28%
    $390M
  13. 8926
    JJP Capital Management, Inc.Columbia, MO · 67 clientsWealth manager
    Morgan Stanley 95%
    $390M
  14. 8930
    In ON CapitalMiami, FL · 40 clientsWealth managerAffiliated broker-dealerIn ON Capital S.A.
    J.P. Morgan 37%UBS 35%Morgan Stanley 28%
    $389M
  15. 8936
    RCM Wealth AdvisorsChicago, IL · 830 clientsWealth manager
    Schwab 81%
    $389M
  16. 8937
    Monorail Securities LLCSarasota, FL · 2,402 clientsAsset manager
    Schwab 99%
    $389M
  17. 8945
    Ridgeview Asset Management Partners, LLCStamford, CT · 135 clientsWealth manager
    Schwab 90%
    $388M
  18. 8946
    Collaborative Capital Advisors LLCNew York, NY · 18 clientsWealth manager
    Schwab 79%
    $388M
  19. 8948
    Orso Partners, LPSouth San Francisco, CA · 1 clientsAsset manager
    Wells Fargo 53%Morgan Stanley 47%
    $387M
  20. 8949
    Hassell Wealth ManagementHouma, LA · 414 clientsWealth manager
    Altruist 100%
    $387M
  21. 8951
    Soundview AdvisorsOlympia, WA · 190 clientsWealth manager
    Schwab 74%Pershing 26%
    $387M
  22. 8952
    Macroview Investment Management LLCBethesda, MD · 249 clientsWealth manager
    Fidelity 55%Schwab 32%
    $387M
  23. 8960
    Balance WealthWorthington, OH · 553 clientsWealth manager
    Schwab 65%Altruist 35%
    $387M
  24. 8969
    Cannon Capital Management, Inc.Salt Lake City, UT · 243 clientsWealth manager
    Schwab 67%Empower 33%
    $386M
  25. 8970
    Fiscal Wisdom Wealth Management LLCCanton, CT · 2,828 clientsWealth managerHybrid
    Pershing 89%
    $386M
  26. 8977
    Alden Investment GroupWayne, PA · 1,460 clientsWealth managerHybridJ. Alden Associates, Inc.
    Schwab 99%
    $386M
  27. 8995
    Longview Financial Advisors, LLC125 clientsWealth manager
    Schwab 85%
    $384M
  28. 9002
    Vista Investment PartnersRichmond, IN · 494 clientsWealth managerHybrid
    Raymond James 93%
    $383M
  29. 9003
    Keating Investment Counselors IncDelray Beach, FL · 157 clientsWealth manager
    Schwab 0%Morgan Stanley 0%
    $383M
  30. 9004
    Capital Management LLCGreensboro, NC · 238 clientsWealth managerHybrid
    Fidelity 51%Schwab 41%
    $383M
  31. 9008
    Accent Capital Management, LLCCenterville, OH · 92 clientsWealth manager
    Schwab 79%
    $383M
  32. 9015
    Pictet Asset Management (USA) CorpNew York, NY · 8 clientsPrivate fund adviserHybridBank Pictet & CIE (europe) AG, Banque Pictet & CIE SA
    J.P. Morgan 79%
    $382M
  33. 9018
    Dean Financial ServicesBeavercreek, OH · 277 clientsWealth manager
    Fidelity 66%Matrix Trust 34%
    $382M
  34. 9034
    Philosmith Capital CorporationStamford, CT · 3 clientsBroker-dealer firmHybridPhilosmith Securities LLC
    State Street 82%
    $380M
  35. 9035
    Scala Capital LLCMiami, FL · 403 clientsWealth managerHybrid
    Schwab 75%Stonex Financial 25%
    $380M
  36. 9039
    Burkholder Wealth ManagementTulsa, OK · 268 clientsWealth manager
    Schwab 89%
    $380M
  37. 9050
    Keystone Financial ServicesLoveland, CO · 298 clientsWealth manager
    Fidelity 75%Schwab 25%
    $379M
  38. 9064
    Auour Investments LLCWoburn, MA · 375 clientsWealth manager
    Fidelity 53%Schwab 47%
    $378M
  39. 9066
    Manulife Investment Management (north America) LimitedToronto, On, Canada · 2 clientsAsset managerAffiliated broker-dealer
    State Street 80%
    $378M
  40. 9068
    Ashworth Wealth, LLCSouth Jordan, UT · 300 clientsWealth managerHybrid
    Schwab 80%
    $378M

RIAs by state