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Est. 2026The front page of wealth managementNew York

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4K Social Security Database Cleanup Corrects 50 Million RecordsRB 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 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

627 firms manage $19.3 trillionMassachusetts

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. 12711
    Righthand Capital, LLCWest Newton, MA · 118 clientsWealth managerAffiliated broker-dealerPurshe Kaplan Sterling Investments, Inc., clears through National Financial Services (Fidelity)
    Schwab 100%
    $182M
  2. 12728
    Epilog Partners, LP.Boston, MA · 2 clientsPrivate fund adviser
    No custodian reported
    $182M
  3. 12799
    Timmons Wealth ManagementAttleboro, MA · 150 clientsWealth manager
    Schwab 100%
    $179M
  4. 12800
    Spring Lake Equity GP LLCBurlington, MA · 4 clientsPrivate fund adviser
    No custodian reported
    $179M
  5. 12829
    The Watermill GroupBoston, MA · 18 clientsPrivate fund adviser
    No custodian reported
    $178M
  6. 12855
    Prosperitea PlanningGreenfield, MA · 121 clientsWealth manager
    Schwab 100%
    $177M
  7. 12915
    Sippican Capital AdvisorsBoston, MA · 150 clientsWealth manager
    Fidelity 100%
    $175M
  8. 12953
    FMA Wealth Management, LLCDuxbury, MA · 144 clientsWealth manager
    Schwab 100%
    $174M
  9. 12959
    Levatus LLCBoston, MA · 46 clientsWealth manager
    Schwab 100%
    $174M
  10. 13004
    SF Advisers, LLCBoston, MA · 6 clientsPrivate fund adviser
    No custodian reported
    $173M
  11. 13019
    McIntyre, Freedman & Flynn Investment Advisers, Inc.Orleans, MA · 69 clientsWealth manager
    Schwab 100%
    $172M
  12. 13025
    Financial Solutions AssociatesDedham, MA · 270 clientsWealth manager
    Schwab 100%
    $172M
  13. 13040
    Assabet Advisors, LLCHolden, MA · 77 clientsWealth manager
    Fidelity 100%
    $171M
  14. 13067
    Seamans Capital Management, LLCWaltham, MA · 44 clientsPrivate fund adviser
    Deutsche Bank 100%
    $171M
  15. 13093
    Titanium Advisors, LLCFranklin, MA · 48 clientsWealth manager
    Schwab 100%
    $170M
  16. 13176
    Cornerstone Financial Management LLCBurlington, MA · 108 clientsWealth manager
    Fidelity 100%
    $167M
  17. 13180
    Winthrop Square Capital, L.P.Boston, MA · 3 clientsPrivate fund adviser
    No custodian reported
    $167M
  18. 13193
    AFG Fiduciary ServicesHingham, MA · 159 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $166M
  19. 13220
    New England Schooner, Inc.Peabody, MA · 320 clientsWealth managerHybrid
    Pershing 100%
    $165M
  20. 13247
    Nobscot Investment Management LLCWellesley, MA · 10 clientsWealth manager
    Fidelity 100%
    $164M
  21. 13292
    Wolfstich Capital, LLCMedfield, MA · 80 clientsWealth manager
    Schwab 100%
    $162M
  22. 13321
    Broadwater Capital Management LLCBoston, MA · 36 clientsWealth manager
    Fidelity 100%
    $161M
  23. 13381
    Blue Moon Capital Management LLCBoston, MA · 5 clientsPrivate fund adviser
    No custodian reported
    $160M
  24. 13402
    Radius Wealth Management, Inc.Boston, MA · 132 clientsWealth manager
    Schwab 100%
    $159M
  25. 13452
    Delphinus Financial Advisors, LLCMansfield, MA · 90 clientsWealth manager
    Schwab 100%
    $157M
  26. 13548
    Bluebird Wealth Management LLCMedfield, MA · 112 clientsWealth manager
    Schwab 100%
    $154M
  27. 13573
    Heritage Wealth ManagementWoburn, MA · 218 clientsWealth manager
    Schwab 100%
    $153M
  28. 13584
    Financial Solutions AssociatesDedham, MA · 174 clientsWealth manager
    Schwab 100%
    $153M
  29. 13587
    Vincent Wealth Advisors LLCNorwell, MA · 83 clientsWealth manager
    Schwab 100%
    $153M
  30. 13686
    Felis Advantage, LPBoston, MA · 3 clientsAsset manager
    Morgan Stanley 50%Goldman Sachs 50%
    $150M
  31. 13781
    Proficient Wealth Counselors, LLCNorwood, MA · 189 clientsWealth manager
    Schwab 100%
    $147M
  32. 13832
    The Sher Wealth Management GroupNeedham, MA · 56 clientsWealth managerHybrid
    LPL Financial 100%
    $146M
  33. 13840
    The Practical PlannerGroton, MA · 66 clientsWealth manager
    Schwab 100%
    $145M
  34. 13856
    Betro Mileszko & CompanyFoxboro, MA · 118 clientsWealth manager
    Schwab 100%
    $145M
  35. 13860
    Landon Capital Partners, LLCBoston, MA · 14 clientsPrivate fund adviser
    No custodian reported
    $145M
  36. 13862
    BTS Asset Management, Inc.Lincoln, MA · 448 clientsWealth managerHybridBTS Securities Corporation
    Axos 100%
    $145M
  37. 13926
    Applied Fundamental Research, LLCCambridge, MA · 9 clientsPrivate fund adviser
    BNY 55%Fidelity 32%
    $143M
  38. 13943
    LTG Capital LLCFramingham, MA · 92 clientsWealth manager
    Fidelity 68%Schwab 32%
    $142M
  39. 14003
    Savior WealthWellesley, MA · 218 clientsPrivate fund adviser
    Schwab 100%
    $140M
  40. 14030
    Boyd Financial Strategies, Inc.Auburn, MA · 149 clientsWealth manager
    Schwab 100%
    $140M

RIAs by state