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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

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. 14032
    Clarity Retirement & Wealth, LLCNew Bedford, MA · 329 clientsWealth managerHybrid
    Schwab 100%
    $140M
  2. 14204
    Integrity Financial Advisors, LLCWoburn, MA · 240 clientsWealth manager
    Schwab 79%
    $135M
  3. 14435
    Breakwater Financial, LLCNeedham, MA · 62 clientsWealth manager
    Fidelity 100%
    $128M
  4. 14460
    Moore Financial Advisors, LTD.Belmont, MA · 92 clientsWealth manager
    Fidelity 57%Altruist 43%
    $127M
  5. 14472
    Ashwood AdvisorsMedfield, MA · 110 clientsWealth managerHybrid
    Fidelity 100%
    $127M
  6. 14485
    Twin Gryphon Advisors LLCMarshfield, MA · 50 clientsWealth manager
    Fidelity 100%
    $127M
  7. 14585
    TQM Wealth PartnersMarblehead, MA · 65 clientsWealth manager
    Schwab 100%
    $124M
  8. 14599
    Investment Management Trust, LLCFitchburg, MA · 147 clientsWealth manager
    Schwab 100%
    $123M
  9. 14606
    IBS Capital LLCMedfield, MA · 3 clientsPrivate fund adviser
    No custodian reported
    $123M
  10. 14642
    Condon Wealth Management, Inc.Plymouth, MA · 228 clientsWealth managerHybrid
    Schwab 100%
    $122M
  11. 14660
    Boston Portfolio AdvisersBoston, MA · 145 clientsWealth manager
    Schwab 100%
    $122M
  12. 14759
    Rheeco, Inc.Natick, MA · 318 clientsWealth manager
    Schwab 72%Fidelity 28%
    $119M
  13. 14760
    Greenport Capital AdvisorsMarlborough, MA · 68 clientsWealth manager
    No custodian reported
    $119M
  14. 14767
    Washington Financial Group, Inc.Osterville, MA · 213 clientsWealth manager
    No custodian reported
    $119M
  15. 14813
    South Shore Investment Services LLCNorwell, MA · 570 clientsWealth manager
    Schwab 100%
    $118M
  16. 14830
    Covalent Partners LLCConcord, MA · 2 clientsPrivate fund adviser
    No custodian reported
    $117M
  17. 14909
    Risk Paradigm Group, LLCBurlington, MA · 3 clientsAsset manager
    Fidelity 79%
    $116M
  18. 14914
    Beyond Your Hammock LLCBoston, MA · 161 clientsWealth manager
    Schwab 100%
    $115M
  19. 14953
    Dardanelles Capital LPBoston, MA · 1 clientsPrivate fund adviser
    No custodian reported
    $114M
  20. 14974
    Signal Ridge Capital Partners, LLCFramingham, MA · 95 clientsWealth managerWrap sponsor
    Pershing 100%
    $114M
  21. 15090
    Charles River Wealth Management, LLCBurlington, MA · 103 clientsWealth manager
    Raymond James 100%
    $110M
  22. 15108
    O.F.O. Partners, LLCHingham, MA · 10 clientsWealth manager
    Schwab 100%
    $110M
  23. 15118
    Renaissance Wealth Advisors, LLCNewton, MA · 93 clientsWealth manager
    Schwab 70%Fidelity 30%
    $110M
  24. 15122
    Quabbin AdvisorsAmherst, MA · 47 clientsWealth manager
    Schwab 92%
    $110M
  25. 15167
    Charlesbridge AdvisorsDedham, MAAsset manager
    Schwab 100%
    $108M
  26. 15332
    Butterworth Financial LLCDanvers, MA · 140 clientsWealth manager
    LPL Financial 100%
    $103M
  27. 15357
    Rocky Hill Advisors Inc.Peabody, MA · 136 clientsWealth managerWrap sponsor
    Fidelity 100%
    $102M
  28. 15358
    Needham Advisory CorporationNorth Andover, MA · 145 clientsWealth manager
    Schwab 100%
    $102M
  29. 15379
    Sequentis Capital LLCBoston, MA · 90 clientsWealth manager
    Schwab 100%
    $102M
  30. 15380
    Tax & Investment AdvisorsNewburyport, MA · 346 clientsWealth manager
    Fidelity 100%
    $102M
  31. 15446
    Timbuktu Capital Management, LLCBoston, MA · 122 clientsWealth manager
    Schwab 100%
    $99M
  32. 15448
    Garrett Nagle & Co., Inc.Woburn, MA · 86 clientsBroker-dealer firmHybrid
    No custodian reported
    $98M
  33. 15473
    Eastward Capital Partners, LLCWest Newton, MA · 8 clientsPrivate fund adviser
    No custodian reported
    $96M
  34. 15516
    Family Partners Capital, LLCHamilton, MA · 162 clientsWealth manager
    Schwab 100%
    $92M
  35. 15533
    Algorithmic Investment ModelsBoston, MA · 228 clientsAsset manager
    Wells Fargo 75%LPL Financial 25%
    $91M
  36. 15637
    Emery Partners LLCBoston, MA · 1 clientsAsset manager
    No custodian reported
    $78M
  37. 15725
    Abry Partners, LLCBoston, MA · 2 clientsPrivate fund adviser
    No custodian reported
    $69M
  38. 15786
    USA Mutuals Advisors, Inc.Concord, MA · 2 clientsAsset manager
    No custodian reported
    $62M
  39. 15896
    Rise North Capital Investment AdvisorsBraintree, MA · 408 clientsWealth manager
    Schwab 98%
    $51M
  40. 15899
    Entrepreneurshares LLCBoston, MA · 1 clientsAsset manager
    No custodian reported
    $50M

RIAs by state