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IN Schwab IMPACT 2026 full conference coverageWM Schwab Offers Credit to RIAs to Prompt Use of Claude AI Enterprise PlanIN These are the questions advisors need to ask to ride the AI waveWM Fed Holds Rates, Says More Data Will Help Next DecisionIN Fed issues hawkish pre-midterm October rate holdFED Federal Reserve issues FOMC statementFP Why RIA buyers are seeking relatively young leadership — and vice versaNA Spotlight on SeniorsFP 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 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.

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. 4481
    B.O.S.S. Retirement Advisors, LLCLehi, UT · 5,013 clientsWealth manager
    Schwab 89%
    $1.4B
  2. 4482
    Recurrent Investment Advisors LLCHouston, TX · 16 clientsAsset managerHybrid
    Northern Trust 64%
    $1.4B
  3. 4483
    Level Four Capital ManagementDallas, TX · 3,533 clientsWealth managerWrap sponsorHybridCRI M&a Advisors, LLC, Level Four Financial, LLC
    Raymond James 76%
    $1.4B
  4. 4484
    Cascade Financial Partners, LLCSan Diego, CA · 283 clientsWealth manager
    Schwab 72%Fidelity 28%
    $1.4B
  5. 4485
    Shepherd Financial Partners, LLCWinchester, MA · 767 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $1.4B
  6. 4486
    Lykos Global Management, LPStamford, CT · 9 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  7. 4487
    Pandi, LLCKansas City, MO · 17 clientsAsset manager
    J.P. Morgan 100%
    $1.4B
  8. 4488
    SG Capital Management LLCChicago, IL · 23 clientsPrivate fund adviser
    Morgan Stanley 53%Pershing 47%
    $1.4B
  9. 4489
    UBS Asset Managers of Puerto RicoSan Juan, PR · 19 clientsAsset managerAffiliated broker-dealerUBS AG, UBS Asset Management (US) Inc.
    No custodian reported
    $1.4B
  10. 4490
    Meow Advisory, LLC604 clientsAsset manager
    Atomic Brokerage 99%
    $1.4B
  11. 4491
    Enhanced Healthcare Management CompanySanta Monica, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  12. 4492
    Fidelis Investors, LLCCranford, NJ · 7 clientsPrivate fund adviser
    Computershare Corporate Trust 100%
    $1.4B
  13. 4493
    Lynx Asset Management ABStockholm, Sweden · 18 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  14. 4494
    Cohesive Capital PartnersNew York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  15. 4495
    Turning Rock Partners, L.P.New York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  16. 4496
    Neumeier Poma Investment Counsel LLCCarmel, CA · 74 clientsAsset manager
    Northern Trust 41%State Street 33%BNY 26%
    $1.4B
  17. 4497
    Granville Capital, Inc.Greensboro, NC · 39 clientsPrivate fund adviser
    Schwab 100%
    $1.4B
  18. 4498
    LJI Wealth Management, LLCIndianapolis, IN · 1,573 clientsWealth manager
    Fidelity 84%
    $1.4B
  19. 4499
    Briarwood Chase Management LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  20. 4500
    Morgan Properties Special Situations II LLCConshohocken, PA · 10 clientsAsset manager
    Wilmington Trust 100%
    $1.4B
  21. 4501
    The Planning Center, Inc.Moline, IL · 912 clientsWealth manager
    Schwab 50%Axos 50%
    $1.4B
  22. 4502
    Affiance Financial LLCSt. Louis Park, MN · 1,183 clientsWealth managerHybrid
    Schwab 100%
    $1.4B
  23. 4503
    Arcadia Investment PartnersNew York, NY · 107 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  24. 4504
    J. L. Bainbridge & Co., Inc.Sarasota, FL · 839 clientsWealth manager
    Schwab 100%
    $1.4B
  25. 4505
    Rice Park CapitalPlymouth, MN · 7 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  26. 4506
    Onyx Bridge Wealth Group LLCTarrytown, NY · 1,846 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $1.4B
  27. 4507
    The InstituteDenver, CO · 817 clientsWealth managerHybrid
    Schwab 100%
    $1.4B
  28. 4508
    Black Diamond Financial, LLCLutherville, MD · 361 clientsWealth manager
    Schwab 100%
    $1.4B
  29. 4509
    Next Level Private LLCHarrison, NY · 841 clientsWealth manager
    Pershing 100%
    $1.4B
  30. 4510
    Seaview Investment Managers LLCCoral Gables, FL · 81 clientsAsset managerHybridVectorglobal WMG, Inc., clears through Pershing
    Pershing 100%
    $1.4B
  31. 4511
    Brasa Capital ManagementLos Angeles, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  32. 4512
    Meridian Wealth Partners, LLCEast Norriton, PA · 810 clientsWealth managerBank-affiliated
    Schwab 85%
    $1.4B
  33. 4513
    Mountain Capital Management, LLCHouston, TX · 12 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  34. 4514
    DiaphanumMadrid, Spain · 28 clientsWealth manager
    UBS 34%Grupo Bursatil Mexicano - GBM 30%
    $1.4B
  35. 4515
    BH Credit Management LLCDallas, TX · 3 clientsPrivate fund adviserHybrid
    No custodian reported
    $1.4B
  36. 4516
    Aegis Financial CorporationMcLean, VA · 29 clientsAsset manager
    Pershing 79%
    $1.4B
  37. 4517
    Hollow Brook Wealth Management LLCKatonah, NY · 603 clientsWealth manager
    Pershing 100%
    $1.4B
  38. 4518
    Oakridge Management Group LLCStamford, CT · 48 clientsWealth manager
    Fidelity 100%
    $1.4B
  39. 4519
    Seaside Equity PartnersSan Diego, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  40. 4520
    Capital Advisors, LTD., LLCShaker Heights, OH · 1,106 clientsWealth managerHybrid
    Pershing 59%Schwab 41%
    $1.4B

RIAs by state