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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. 12528
    Union Square Capital Partners, LLCKennett Square, PA · 1 clientsAsset managerAffiliated broker-dealerChatham Financial Securities LLC
    No custodian reported
    $189M
  2. 12578
    Advice & Planning Services LLCYoungwood, PA · 319 clientsWealth managerHybrid
    Schwab 0%Altruist 0%
    $187M
  3. 12595
    Alvin Clay Financial Advisors, LLCJenkintown, PA · 178 clientsWealth manager
    SEI 82%
    $187M
  4. 12607
    Eagle Investment AdvisorsDowningtown, PA · 132 clientsWealth manager
    Raymond James 100%
    $186M
  5. 12631
    Hoffman Capital Advisors LLCCranberry Twp, PA · 370 clientsWealth managerWrap sponsorHybrid
    Fidelity 89%
    $185M
  6. 12632
    Networth Advisors, LLCCanonsburg, PA · 405 clientsWealth managerWrap sponsor
    Fidelity 100%
    $185M
  7. 12651
    Avail Investment Partners, LLCLemont, PA · 144 clientsWealth manager
    Fidelity 89%
    $184M
  8. 12701
    Marathon Strategic Advisors, LLCPittsburgh, PA · 205 clientsWealth manager
    Schwab 100%
    $183M
  9. 12703
    Invariant Investment ManagementCamp Hill, PA · 313 clientsWealth manager
    LPL Financial 100%
    $183M
  10. 12704
    Snavely Associates Financial ServicesLemoyne, PA · 279 clientsWealth manager
    Pershing 100%
    $183M
  11. 12749
    Atmos Advisory, LLCPittsburgh, PA · 90 clientsWealth manager
    Schwab 100%
    $181M
  12. 12766
    Steven G. Blum and Associates, LLCSwarthmore, PA · 70 clientsWealth manager
    Schwab 52%Fidelity 35%
    $180M
  13. 12772
    Versa CapitalPhiladelphia, PA · 7 clientsPrivate fund adviser
    No custodian reported
    $180M
  14. 12773
    Versa CapitalPhiladelphia, PA · 7 clientsPrivate fund adviser
    No custodian reported
    $180M
  15. 12792
    Crossover CapitalYardley, PA · 99 clientsWealth manager
    Fidelity 100%
    $179M
  16. 12818
    Liberty One Wealth AdvisorsPhiladelphia, PA · 236 clientsWealth managerWrap sponsor
    Schwab 100%
    $178M
  17. 12839
    Muntz Financial, LLCDoylestown, PA · 99 clientsWealth manager
    Interactive Brokers 65%Nationwide Investment Services 25%
    $178M
  18. 12856
    Stillwater Private WealthAllenton, PA · 164 clientsWealth manager
    Schwab 100%
    $177M
  19. 12918
    Yoffe Investment Management, LLCLemoyne, PA · 13 clientsWealth manager
    Schwab 100%
    $175M
  20. 12952
    JMS Capital Group Wealth Services, LLCSewickley, PA · 419 clientsWealth manager
    Schwab 75%Empower Financial Services 22%
    $174M
  21. 12979
    Asco Financial Group, Inc.Kingston, PA · 61 clientsAsset managerHybrid
    Schwab 41%
    $173M
  22. 12985
    Agility Equity PartnersPittsburgh, PA · 11 clientsPrivate fund adviser
    No custodian reported
    $173M
  23. 12997
    Yanni & Associates Investment Advisors, LLCWexford, PA · 109 clientsWealth manager
    Schwab 100%
    $173M
  24. 13005
    Aeternitas Investment Management, LLCYardley, PA · 66 clientsWealth manager
    Fidelity 100%
    $173M
  25. 13078
    Mount Lucas Index Advisers LLCNewtown, PA · 1 clientsAsset manager
    No custodian reported
    $170M
  26. 13133
    TLC Group Investment Advisors, LLCState College, PA · 205 clientsWealth managerHybrid
    Fidelity 77%Hand Benefits & Trust 23%
    $168M
  27. 13159
    Randall & Associates Wealth ManagementButler, PA · 166 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $167M
  28. 13214
    Kissling Financial Services, LLCNew Castle, PA · 704 clientsWealth manager
    Schwab 100%
    $165M
  29. 13229
    Conifer Infrastructure PartnersSewickley, PA · 2 clientsPrivate fund adviser
    No custodian reported
    $165M
  30. 13253
    EHB Financial Resources Managemnt, Inc.Exton, PA · 90 clientsWealth manager
    Schwab 100%
    $164M
  31. 13254
    ACT Capital Management, LLCWayne, PA · 16 clientsPrivate fund adviser
    Vanguard 87%
    $164M
  32. 13273
    Main Advisory, Inc.Canonsburg, PA · 214 clientsWealth manager
    Fidelity 54%Axos 46%
    $163M
  33. 13303
    GadsdenNewtown Square, PA · 1 clientsAsset manager
    No custodian reported
    $162M
  34. 13362
    Sequinox Wealth Management, LLCLancaster, PA · 761 clientsWealth manager
    Fidelity 100%
    $160M
  35. 13384
    Adare Asset Management, LLCLancaster, PA · 81 clientsWealth manager
    Fidelity 60%Security National Trust 40%
    $159M
  36. 13453
    River's EdgeBeaver, PA · 236 clientsWealth managerWrap sponsor
    Fidelity 100%
    $157M
  37. 13461
    Legacy Advisory Services, LLCExton, PA · 123 clientsWealth managerHybrid
    Schwab 100%
    $157M
  38. 13469
    Englebert Financial Advisers, LLCAllentown, PA · 297 clientsWealth manager
    Schwab 82%
    $157M
  39. 13496
    Brandywine Asset ManagementThornton, PA · 2 clientsPrivate fund adviser
    No custodian reported
    $156M
  40. 13510
    Ethos Capital Management, Inc.Newtown, PA · 181 clientsWealth manager
    Schwab 100%
    $155M

RIAs by state