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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 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
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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

627 firms manage $19.3 trillionMassachusetts

Open in the Atlas screener

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  1. 11532
    Tableaux WealthGreat Barrington, MA · 209 clientsWealth manager
    Fidelity 63%Schwab 37%
    $230M
  2. 11598
    Successful Money Strategies IncFall River, MA · 273 clientsWealth manager
    Schwab 100%
    $227M
  3. 11607
    Worldly Partners Management, LLCNeedham, MA · 1 clientsPrivate fund adviser
    No custodian reported
    $227M
  4. 11653
    Global Delta Capital, LLCSomerville, MA · 1 clientsPrivate fund adviser
    No custodian reported
    $225M
  5. 11690
    Wincap Financial LLCBoston, MA · 270 clientsWealth managerWrap sponsor
    Schwab 67%Fidelity 33%
    $223M
  6. 11702
    The Newcastle Network LPWellesley, MA · 2 clientsPrivate fund adviser
    No custodian reported
    $223M
  7. 11711
    Colrain Capital LLCBoston, MA · 87 clientsWealth manager
    Pershing 46%Schwab 37%
    $222M
  8. 11802
    Strategic Planning Group, Inc.Wellesley, MA · 265 clientsWealth manager
    RBC 100%
    $219M
  9. 11842
    Polaris Investment Advisors, LLCFramingham, MA · 138 clientsWealth manager
    Fidelity 100%
    $217M
  10. 11845
    Cutter Financial Group LLCFalmouth, MA · 521 clientsWealth manager
    Fidelity 100%
    $217M
  11. 11850
    Etre LLCCambridge, MA · 60 clientsWealth manager
    Fidelity 100%
    $217M
  12. 11960
    JMC Management, LLCBoston, MA · 6 clientsPrivate fund adviser
    No custodian reported
    $212M
  13. 11977
    Apex Investment GroupHudson, MA · 526 clientsWealth manager
    Schwab 52%Fidelity 48%
    $211M
  14. 11983
    Traub Capital ManagementNeedham, MA · 131 clientsWealth manager
    Fidelity 99%
    $211M
  15. 11987
    Mason Capital PartnersBoston, MA · 179 clientsWealth manager
    Schwab 100%
    $211M
  16. 12080
    Flying Point Financial, Inc.North Andover, MA · 191 clientsWealth manager
    Raymond James 100%
    $207M
  17. 12107
    Osbon Capital Management, LLCBoston, MA · 57 clientsWealth manager
    Fidelity 100%
    $205M
  18. 12166
    Forness Financial LLCNeedham, MA · 227 clientsWealth managerWrap sponsor
    Schwab 100%
    $203M
  19. 12169
    Wernau Asset ManagementGloucester, MA · 103 clientsWealth manager
    Fidelity 100%
    $203M
  20. 12171
    Keenan FinancialBoston, MA · 751 clientsWealth manager
    Fidelity 100%
    $202M
  21. 12193
    Kraematon Investment Advisors, Inc.Braintree, MA · 173 clientsWealth manager
    Fidelity 100%
    $202M
  22. 12225
    Fulham & CoWellesley, MA · 8 clientsPrivate fund adviser
    No custodian reported
    $200M
  23. 12229
    Genesis Wealth Advisors, LLCBraintree, MA · 231 clientsWealth manager
    Fidelity 100%
    $200M
  24. 12233
    WH Cornerstone Investments Inc.Duxbury, MA · 148 clientsWealth manager
    Schwab 100%
    $200M
  25. 12257
    Sechrest Financial ServicesActon, MA · 53 clientsWealth manager
    Fidelity 100%
    $199M
  26. 12278
    TFJ Management, LLCSomerville, MA · 3 clientsPrivate fund adviser
    Fidelity 100%
    $198M
  27. 12284
    Constant Guidance Financial, LLCNorth Attleboro, MA · 240 clientsWealth manager
    Schwab 0%
    $198M
  28. 12306
    Concordia Wealth Management, LLCConcord, MA · 53 clientsWealth manager
    Morgan Stanley 100%
    $197M
  29. 12363
    Cambridge Cape COD Advisors, LLCSandwich, MA · 123 clientsWealth manager
    Fidelity 100%
    $195M
  30. 12379
    Innovative Advisory GroupLexington, MA · 300 clientsWealth manager
    Schwab 86%
    $194M
  31. 12396
    Kastel Capital Advisors, LLCWellesley, MA · 67 clientsWealth manager
    Fidelity 72%Schwab 28%
    $193M
  32. 12397
    Balanced Rock Investment AdvisorsRoslindale, MA · 210 clientsWealth manager
    Schwab 100%
    $193M
  33. 12406
    Cape ANN Capital, Inc.Concord, MA · 246 clientsWealth manager
    Fidelity 100%
    $193M
  34. 12414
    Arcadia FundsBurlington, MA · 5 clientsPrivate fund adviser
    No custodian reported
    $193M
  35. 12431
    Park State Asset Management LLCBeverly, MA · 60 clientsWealth manager
    Fidelity 66%Schwab 25%
    $192M
  36. 12533
    Orvieto Partners, L.P.Boston, MA · 1 clientsPrivate fund adviser
    No custodian reported
    $189M
  37. 12561
    Rothwell Investment AdvisorsSalem, MA · 709 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $188M
  38. 12563
    Colman Knight Advisory Group, LLCActon, MA · 127 clientsWealth manager
    Fidelity 100%
    $188M
  39. 12565
    Finarc Investments, Inc.Norwood, MA · 93 clientsWealth manager
    Schwab 98%
    $188M
  40. 12669
    High Pines Wealth Management LLCDuxbury, MA · 163 clientsWealth manager
    Fidelity 64%Schwab 36%
    $184M

RIAs by state