Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB 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 2026FP 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 Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says
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

403 firms manage $1.1 trillionOhio

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. 14461
    Axim Planning & WealthSpringboro, OH · 287 clientsWealth manager
    Schwab 100%
    $127M
  2. 14515
    ODA and Company, Inc.Medina, OH · 197 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $126M
  3. 14522
    Demers Financial PlanningColumbus, OH · 38 clientsWealth manager
    Schwab 100%
    $125M
  4. 14644
    Evans Wealth ManagementGallipolis, OH · 665 clientsWealth manager
    No custodian reported
    $122M
  5. 14679
    Gudorf Financial Group, LLCDayton, OH · 103 clientsWealth managerWrap sponsor
    Schwab 100%
    $121M
  6. 14689
    Van Winkle Wealth Management Group LLCNewark, OH · 392 clientsWealth managerHybrid
    Schwab 98%
    $121M
  7. 14712
    Western Reserve Capital Management, LLCHudson, OH · 101 clientsWealth manager
    Schwab 100%
    $120M
  8. 14720
    Summit Wealth Management LLCAkron, OH · 198 clientsWealth manager
    Schwab 100%
    $120M
  9. 14745
    COX & Cook Wealth AdvisorsDublin, OH · 223 clientsWealth managerHybrid
    Schwab 100%
    $120M
  10. 14782
    Independence Capital Co., Inc.Parma, OH · 300 clientsBroker-dealer firmHybrid
    Wells Fargo 82%
    $119M
  11. 14844
    Wurz Financial Services, LLCHolland, OH · 491 clientsWealth manager
    Schwab 89%
    $117M
  12. 14881
    Colburn Wealth Management, LLCGrove City, OH · 136 clientsWealth manager
    Schwab 100%
    $116M
  13. 14932
    Capstone Wealth PartnersDublin, OH · 157 clientsWealth manager
    Fidelity 57%Schwab 43%
    $115M
  14. 14950
    Queen City Capital Management, LLCCincinnati, OH · 173 clientsWealth manager
    Fidelity 79%
    $114M
  15. 14972
    Scofield & Company, LLCFairlawn, OH · 104 clientsWealth managerHybrid
    Schwab 100%
    $114M
  16. 14977
    Blue JAY Financial Group, LLCDefiance, OH · 303 clientsWealth managerWrap sponsor
    Schwab 87%
    $113M
  17. 14992
    Tidmore Retirement Planning SpecialistsBeachwood, OH · 214 clientsWealth manager
    Schwab 100%
    $113M
  18. 14995
    Kintra Investments, LLCMarysville, OH · 1 clientsAsset manager
    No custodian reported
    $113M
  19. 15000
    Alpha Planning and Financial Services, Inc.Solon, OH · 222 clientsWealth managerWrap sponsor
    Schwab 100%
    $113M
  20. 15026
    Strong Investment Management, LLCCanton, OH · 404 clientsWealth manager
    Schwab 100%
    $112M
  21. 15144
    Finish Well RIA LLCColumbus, OH · 310 clientsWealth manager
    Schwab 100%
    $109M
  22. 15164
    JRP Capital CorpDublin, OH · 165 clientsWealth manager
    No custodian reported
    $109M
  23. 15186
    Camelot Event-Driven Advisors, LLCMaumee, OH · 2 clientsAsset manager
    No custodian reported
    $108M
  24. 15188
    NYE Wealth Management LLCHudson, OH · 225 clientsWealth manager
    Schwab 100%
    $108M
  25. 15238
    Mediate Financial Investment Advisory Services, LLCCanfield, OH · 354 clientsWealth manager
    Schwab 100%
    $106M
  26. 15254
    Westpoint Wealth Management, LLCBerea, OH · 582 clientsWealth managerHybrid
    Schwab 63%SEI 37%
    $106M
  27. 15294
    S.C. Thomas & Associates, CPA, LLCMedina, OH · 108 clientsWealth manager
    Schwab 100%
    $105M
  28. 15394
    Beacon Associates Wealth Management, LLCMaumee, OH · 204 clientsWealth manager
    Schwab 62%Fidelity 38%
    $101M
  29. 15397
    FC Wealth Solutions LLCWesterville, OH · 163 clientsWealth manager
    Fidelity 90%
    $101M
  30. 15416
    Financial Counseling, Inc.Springboro, OH · 417 clientsWealth manager
    Schwab 100%
    $100M
  31. 15501
    Oelschlager InvestmentsAkron, OH · 26 clientsAsset manager
    Schwab 100%
    $93M
  32. 15654
    Highland Consulting Associates International, Inc.Cleveland, OH · 5 clientsAsset manager
    Sun Life Assurance Company of Canada 45%Fidelity Investments Canada ULC 22%
    $77M
  33. 15863
    YFP WealthNew Albany, OH · 232 clientsWealth manager
    Altruist 100%
    $53M
  34. 16313
    Cbiz Retirement Plan Advisory ServicesCleveland, OH · 11 clientsBroker-dealer firmHybrid
    Voya Financial 100%
    $9M
  35. 16360
    W&s Advisory Services, LLCCincinnati, OH · 6,689 clientsWealth managerWrap sponsorHybridTouchstone Securities, LLC, W&s Brokerage Services, Inc.
    No custodian reported
    $5M
  36. 16562
    Nationwide Securities, LLCColumbus, OH · 108 clientsBroker-dealer firmHybridNationwide Fund Distributors LLC, Nationwide Investment Services Corporation
    No custodian reported
    $0
  37. 16655
    Eagle Realty Capital Partners, LLCCincinnati, OHAsset managerAffiliated broker-dealerTouchstone Securities, LLC, W&s Brokerage Services, Inc.
    No custodian reported
    $0
  38. 16742
    Keybanc Capital Markets Research, LLCCleveland, OHAsset managerHybridKeybanc Capital Markets Inc.
    No custodian reported
    $0
  39. 16775
    Matson Capital LLCMason, OHAsset manager
    No custodian reported
    $0
  40. 16860
    AI Stock Prophet, LLCAkron, OH · 2 clientsAsset manager
    No custodian reported
    $0

RIAs by state