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Est. 2026The front page of wealth managementNew York

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FP Despite missing asset goal, LPL points to silver linings in Commonwealth dealRB 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 2026IN T. Rowe Price ramps up alternatives pushIN Invesco looks to drive advisor performance and growth with Anthropic dealWM LPL Lowers Commonwealth Asset Retention to 83%IN Schwab offers $4,800 credit to cover Claude enterprise seat cost for RIAsWM Report Finds RIA Industry Rankings, Scale Don't Guarantee AI Search VisibilityWM Schwab CEO Wurster Commits to Small RIAsWM Investing in Trump Accounts—A New Form of Philanthropy?WM The Delaware Statutory Trust Handoff
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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.

Filters

17,210 firms manage $177.9 trillion

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. 4401
    Ironsides Asset Advisors, LLCRocky Mount, NC · 39 clientsWealth manager
    Schwab 100%
    $1.4B
  2. 4402
    MBL AdvisorsCharlotte, NC · 270 clientsWealth managerHybrid
    Schwab 100%
    $1.4B
  3. 4403
    Principal Advised ServicesDes Moines, IA · 23,164 clientsWealth managerBank-affiliatedHybridPrincipal Funds Distributor, Inc., Principal Securities, Inc.
    Apex Fintech 100%
    $1.4B
  4. 4404
    LFM CapitalNashville, TN · 9 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  5. 4405
    Tekne Capital Management, LLCNew York, NY · 24 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  6. 4406
    Revolve Wealth Partners, LLCHackensack, NJ · 698 clientsWealth manager
    Schwab 100%
    $1.4B
  7. 4407
    Ulysses Management LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  8. 4408
    Apis Capital Advisors, LLCNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  9. 4409
    Fourstar Wealth Advisors, LLCChicago, IL · 1,798 clientsWealth managerHybrid
    Schwab 84%
    $1.4B
  10. 4410
    Tallvine Partners Management LPCoral Gables, FL · 7 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  11. 4411
    Mason Wells, Inc.Milwaukee, WI · 4 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  12. 4412
    Truemark InvestmentsChicago, IL · 27 clientsAsset manager
    No custodian reported
    $1.4B
  13. 4413
    Virtus Advisers, LLCHartford, CT · 9 clientsAsset managerHybridVP Distributors LLC
    South Dakota College Access 529 Plan 100%
    $1.4B
  14. 4414
    Antolino Wealth AdvisorsColumbus, OH · 968 clientsWealth managerHybrid
    Schwab 100%
    $1.4B
  15. 4415
    Water Street Capital, Inc.Jacksonville, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  16. 4416
    V-Square Quantitative ManagementChicago, IL · 49 clientsWealth manager
    Northern Trust 37%BNY 26%
    $1.4B
  17. 4417
    Wingate Wealth Advisors, Inc.Lexington, MA · 649 clientsWealth manager
    Schwab 100%
    $1.4B
  18. 4418
    AB Custom Alternative Solutions LLCNashville, TN · 1 clientsAsset managerAffiliated broker-dealerAlliancebernstein Investments, Inc., Bernstein Autonomous LLP
    J P Morgan Securities LLC Prime Broker 83%
    $1.4B
  19. 4419
    Equinox Partners Investment Management LLCStamford, CT · 6 clientsPrivate fund adviser
    UBS 100%
    $1.4B
  20. 4420
    Blueprint Financial AdvisorsCharlotte, NC · 2,330 clientsWealth managerHybridMaplewood Investments, Inc.
    Schwab 100%
    $1.4B
  21. 4421
    Diametric Capital, LPBoston, MA · 10 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  22. 4422
    Elion Partners, LLCMiami, FL · 28 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  23. 4423
    Chambers Energy CapitalHouston, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  24. 4424
    ZBS Partners, LLCNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  25. 4425
    Shorecliff Asset Management Company LLCNewport Beach, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  26. 4426
    Iron Point Partners, LLCWashington, DC · 11 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  27. 4427
    Sagard Holdings Manager (US) LLCNew York City, NY · 11 clientsPrivate fund adviserAffiliated broker-dealer
    U.S. Bank 100%
    $1.4B
  28. 4428
    Smith Group Asset Management, LLCDallas, TX · 2,320 clientsWealth managerWrap sponsorHybridCantor Fitzgerald & Co.
    UMB Financial Services 53%UBS 47%
    $1.4B
  29. 4429
    Leader Capital Corp.Vancouver, WA · 2 clientsAsset manager
    No custodian reported
    $1.4B
  30. 4430
    Souders Financial Advisors, LLCCincinnati, OH · 1,351 clientsWealth managerHybrid
    Schwab 100%
    $1.4B
  31. 4431
    Greene Wealth Management, LLCSeattle, WA · 398 clientsWealth manager
    Schwab 100%
    $1.4B
  32. 4432
    Claro Advisors Inc.Boston, MA · 1,123 clientsWealth manager
    Fidelity 80%
    $1.4B
  33. 4433
    Seven Springs Wealth GroupBrentwood, TN · 400 clientsWealth manager
    Fidelity 83%
    $1.4B
  34. 4434
    Arrington Capital Investment Management, LLCMiami, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  35. 4435
    First Light Asset Management, LLCEdina, MN · 861 clientsPrivate fund adviser
    RBC 84%
    $1.4B
  36. 4436
    SLG Capital Management LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  37. 4437
    Ellsworth Advisors, LLCHudson, OH · 860 clientsWealth managerWrap sponsor
    Schwab 100%
    $1.4B
  38. 4438
    Cumberland Investment Counsel Inc.Toronto Ontario, Canada · 48 clientsPrivate fund adviserHybridCumberland Private Wealth Management Inc.
    National Bank Financial 50%Schwab 50%
    $1.4B
  39. 4439
    Greenline PartnersNew York, NY · 59 clientsWealth manager
    J.P. Morgan 48%Schwab 41%
    $1.4B
  40. 4440
    Astignes Capital Asia PTE. LTD.Singapore, Singapore · 3 clientsPrivate fund adviser
    No custodian reported
    $1.4B

RIAs by state