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Est. 2026The front page of wealth managementNew York

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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 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 Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities
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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

564 firms manage $27.2 trillionPennsylvania

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. 11038
    Taylor Securities Services, Inc.Harrisburg, PA · 767 clientsWealth managerWrap sponsor
    Schwab 100%
    $253M
  2. 11110
    Braun-Bostich & Associates Inc.Canonsburg, PA · 269 clientsWealth manager
    Schwab 100%
    $250M
  3. 11116
    Chancellor Financial Group WB LPWilkes-Barre, PA · 1,298 clientsWealth manager
    Fidelity 100%
    $249M
  4. 11131
    DWD Portfolio Solutions, Inc.Pittsburgh, PA · 316 clientsWealth managerHybrid
    Schwab 100%
    $248M
  5. 11149
    Amplius Asset Management, LLCBlue Bell, PA · 1 clientsAsset manager
    No custodian reported
    $247M
  6. 11162
    Lighthouse Wealth Management, LLCCamp Hill, PA · 93 clientsWealth manager
    Schwab 100%
    $247M
  7. 11213
    Legacy Solutions, LLCKennett Square, PA · 249 clientsWealth managerHybrid
    Schwab 100%
    $244M
  8. 11215
    Foundation Capital Management, LLCEast Norriton, PA · 595 clientsWealth managerHybrid
    Schwab 100%
    $244M
  9. 11249
    Robbins Wealth ManagementErie, PA · 139 clientsWealth manager
    Schwab 100%
    $242M
  10. 11267
    Barnstone Advisors LLCPhoenixville, PA · 90 clientsWealth manager
    Schwab 100%
    $241M
  11. 11281
    Christine Messmer, P.C.Collegeville, PA · 206 clientsWealth manager
    Schwab 100%
    $241M
  12. 11298
    IFS GroupMechanicsburg, PA · 267 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $240M
  13. 11316
    Rolek Retirement PlanningBerwyn, PA · 262 clientsWealth managerWrap sponsor
    Fidelity 100%
    $239M
  14. 11343
    PF AdvisorsChadds Ford, PA · 1 clientsWealth manager
    No custodian reported
    $238M
  15. 11348
    Sector Analysts LLCAllentown, PA · 677 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $238M
  16. 11436
    Atlas Wealth Partners LLCWyomissing, PA · 314 clientsWealth manager
    Schwab 100%
    $234M
  17. 11439
    The Aranda Group Advisors, LLCJenkintown, PA · 159 clientsWealth manager
    Fidelity 100%
    $234M
  18. 11452
    Holos Integrated WealthKennett Square, PA · 225 clientsWealth manager
    Fidelity 100%
    $233M
  19. 11468
    Integrated Capital Management, Inc.Jessup, PA · 926 clientsWealth manager
    Schwab 90%
    $232M
  20. 11477
    Econ Wealth ManagementHarrisburg, PA · 337 clientsWealth manager
    Schwab 100%
    $232M
  21. 11489
    Yardley Wealth Management LLCYardley, PA · 169 clientsWealth manager
    Schwab 77%Fidelity 23%
    $232M
  22. 11629
    DVB Private WealthHarrisburg, PA · 249 clientsWealth manager
    LPL Financial 82%
    $226M
  23. 11688
    Valley Brook Capital GroupVenetia, PA · 204 clientsWealth manager
    Schwab 100%
    $223M
  24. 11728
    Avantra Family Wealth, Inc.Mechanicsburg, PA · 223 clientsWealth managerHybrid
    Schwab 100%
    $222M
  25. 11783
    Newbridge Wealth ManagementBryn Mawr, PA · 154 clientsWealth manager
    No custodian reported
    $220M
  26. 11843
    Thor Financial TechnologiesGreensburg, PA · 2 clientsAsset manager
    No custodian reported
    $217M
  27. 11866
    Wedgewood Investors IncErie, PA · 296 clientsWealth manager
    No custodian reported
    $216M
  28. 11938
    Sensenig Capital Advisors, Inc.Collegeville, PA · 145 clientsWealth manager
    Schwab 100%
    $213M
  29. 11942
    Gibraltar Wealth Management, LLCAbington, PA · 92 clientsWealth manager
    Schwab 100%
    $213M
  30. 12029
    Wharton Wealth Management, LLCMalvern, PA · 333 clientsWealth managerHybrid
    Pershing 100%
    $209M
  31. 12121
    Kohlhepp Investment Advisors, LTD.Doylestown, PA · 201 clientsWealth managerHybrid
    Schwab 100%
    $205M
  32. 12237
    Flagship Capital Management IncMedia, PA · 176 clientsWealth manager
    Schwab 100%
    $200M
  33. 12241
    Kapusta Financial GroupPittsburgh, PA · 207 clientsWealth manager
    Schwab 100%
    $200M
  34. 12263
    Nestlerode & LOY, Inc.State College, PA · 270 clientsBroker-dealer firmHybrid
    No custodian reported
    $199M
  35. 12267
    Erickson Financial Group, LLCAllentown, PA · 260 clientsWealth manager
    Schwab 100%
    $199M
  36. 12342
    Vfpe Advisors LLCAudubon, PA · 13 clientsPrivate fund adviserHybrid
    No custodian reported
    $196M
  37. 12436
    Oak Tree Investment AdvisorsPittsburgh, PA · 130 clientsWealth manager
    Fidelity 100%
    $192M
  38. 12514
    Odyssey Capital Advisors Inc.Bala Cynwyd, PA · 259 clientsWealth manager
    Schwab 100%
    $189M
  39. 12518
    Argosy-Lionbridge Management, LLCWayne, PA · 5 clientsAsset manager
    BNY 84%
    $189M
  40. 12526
    Azarias Capital Management, L.P.Westchester, PA · 2 clientsAsset manager
    BNY 54%Wells Fargo 31%
    $189M

RIAs by state