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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. 14945
    OAR FinancialBryn Mawr, PA · 41 clientsAsset manager
    Wells Fargo 100%
    $115M
  2. 14959
    Integrated Wealth Solutions, LLCYork, PA · 306 clientsWealth manager
    Schwab 100%
    $114M
  3. 14971
    ARX Private WealthLancaster, PA · 27 clientsWealth manager
    Schwab 100%
    $114M
  4. 15036
    Setarcos Wealth Advisors LLCPhiladelphia, PA · 54 clientsWealth manager
    Schwab 100%
    $112M
  5. 15077
    Success Wealth Management LLCWexford, PA · 821 clientsWealth manager
    Schwab 84%
    $110M
  6. 15115
    Mainline Investment Advisers, LLCWynnewood, PA · 16 clientsPrivate fund adviserHybrid
    No custodian reported
    $110M
  7. 15120
    Park Shore Partners LLCErie, PA · 5 clientsPrivate fund adviserHybridHBK Sorce Brokerage LLC
    No custodian reported
    $110M
  8. 15145
    A Better Way Financial, LLCAllentown, PA · 354 clientsWealth manager
    Schwab 100%
    $109M
  9. 15179
    SRN Advisors, LLCHuntingdon Valley, PA · 1 clientsAsset managerHybrid
    No custodian reported
    $108M
  10. 15197
    One-Up FinancialErie, PA · 97 clientsWealth manager
    Schwab 100%
    $107M
  11. 15285
    OpulusDoylestown, PA · 185 clientsWealth manager
    Schwab 100%
    $105M
  12. 15300
    Healthview Asset Management, Inc.Pittsburgh, PA · 180 clientsWealth manager
    No custodian reported
    $104M
  13. 15338
    Moralis Technologies, LLCPittsburgh, PA · 67 clientsWealth manager
    Schwab 100%
    $103M
  14. 15417
    Retire Ready Wealth ManagementRadnor, PA · 535 clientsWealth manager
    Fidelity 100%
    $100M
  15. 15435
    Merion Realty Advisers, LLCWynnewood, PA · 3 clientsPrivate fund adviserHybrid
    No custodian reported
    $99M
  16. 15462
    Berkshire Advisors, Inc.Wyomissing, PA · 250 clientsBroker-dealer firmHybridPurshe Kaplan Sterling Investments, Inc., clears through National Financial Services (Fidelity)
    Schwab 100%
    $97M
  17. 15503
    Compass Investments LLCPittsburgh, PA · 176 clientsWealth manager
    Schwab 100%
    $93M
  18. 15515
    XaltsPhiladelphia, PA · 1 clientsPrivate fund adviser
    No custodian reported
    $92M
  19. 15564
    WealthfdConshohocken, PA · 450 clientsWealth manager
    Schwab 100%
    $88M
  20. 15796
    Philadelphia Partners Capital Management, LLCBala Cynwyd, PA · 89 clientsWealth managerHybridChapin Davis, Inc
    No custodian reported
    $61M
  21. 15958
    Nordwand Investments, LLCRadnor, PA · 4 clientsPrivate fund adviser
    No custodian reported
    $45M
  22. 16074
    Gkfo, LLCW. Conshohocken, PA · 4 clientsWealth manager
    Schwab 100%
    $34M
  23. 16122
    AJO Vista, AN Emerald CompanyLeola, PAAsset manager
    U.S. Bank 60%M&t Bank 40%
    $29M
  24. 16126
    Global Beta AdvisorsWest Chester, PAAsset manager
    Wells Fargo 100%
    $29M
  25. 16204
    Emerald Separate Account Management LLCLeola, PA · 1 clientsPrivate fund adviser
    No custodian reported
    $21M
  26. 16234
    Precidian Funds LLCNewtown, PA · 11 clientsAsset manager
    No custodian reported
    $17M
  27. 16237
    Hunter Private Capital Advisors, LLCPittsburgh, PA · 2 clientsPrivate fund adviserHybridHunter Associates Investment Management LLC
    No custodian reported
    $16M
  28. 16409
    Bryan Advisory Services, LLCCanonsburg, PA · 20 clientsAsset manager
    No custodian reported
    $2M
  29. 16503
    Wealth More Enterprise, Inc.Philadelphia, PA · 89 clientsWealth managerWrap sponsor
    Apex Fintech 100%
    $100K
  30. 16556
    Federated Securities Corp.Pittsburgh, PABroker-dealer firmHybrid
    No custodian reported
    $0
  31. 16660
    AWH Financial, LLCBala Cynwyd, PA · 7 clientsAsset managerHybrid
    No custodian reported
    $0
  32. 16701
    Duncan Financial Planning AdvisorsIrwin, PA · 3 clientsAsset managerHybrid
    No custodian reported
    $0
  33. 16720
    Stock Snips, Inc.Pittsburgh, PA · 5 clientsAsset manager
    No custodian reported
    $0
  34. 16795
    Excorde Capital LLCConshohocken, PAAsset manager
    No custodian reported
    $0
  35. 16816
    Keystone BitcoinPittsburgh, PA · 2 clientsAsset manager
    No custodian reported
    $0
  36. 16858
    ISQ CapitalKing of Prussia, PAAsset managerAffiliated broker-dealer
    No custodian reported
    $0
  37. 16884
    Goalpost Wealth Management, LLCRadnor, PAAsset managerHybrid
    No custodian reported
    $0
  38. 16887
    Bucks Capital AdvisersNewtown, PAAsset manager
    No custodian reported
    $0
  39. 16920
    Golden Ratio Wealth Management LLCRadnor, PAAsset managerHybrid
    No custodian reported
    $0
  40. 16939
    EdynPhiladelphia, PAAsset manager
    No custodian reported
    $0

RIAs by state