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FP Why fee-based models are the future of advisor compensationIN Inheritance conflict is the rule, not the exception, Wells Fargo findsIN Private equity leads public pension returns for 14th straight yearIN Medicare gaps leave retirees dangerously exposed to health care costsIN Taxable accounts surpass retirement savings as US households diversify portfoliosIN What a former RIA founder wants advisors to know about AIWM FINNY AI Partners with Visionary Square on ProspectingWM Healthspan Wealth Launches Platform for AdvisorsRB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch next
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas 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. 2424
    Nordwand AdvisorsRadnor, PA · 67 clientsWealth manager
    Fidelity 83%
    $4.0B
  2. 2426
    Financial Integrity Advisors, LLCPhiladelphia, PA · 7 clientsAsset manager
    BNY 100%
    $4.0B
  3. 2516
    Argosy CapitalWayne, PA · 51 clientsPrivate fund adviser
    No custodian reported
    $3.7B
  4. 2532
    Stevens Capital Management LPRadnor, PA · 4 clientsPrivate fund adviser
    No custodian reported
    $3.7B
  5. 2589
    Bryn Mawr Trust Advisors, LLCPhiladelphia, PA · 1,409 clientsWealth managerBank-affiliated
    Schwab 55%Fidelity 45%
    $3.5B
  6. 2597
    Valley Forge Investment Consultants, Inc.Audubon, PA · 384 clientsAsset managerHybrid
    Empower Financial Services 30%Voya Financial Partners 24%Schwab 23%Fidelity 23%
    $3.5B
  7. 2602
    Kathmere Capital Management, LLCWayne, PA · 842 clientsWealth managerHybrid
    Schwab 100%
    $3.5B
  8. 2620
    Wedmont Private CapitalWest Chester, PA · 498 clientsWealth manager
    Schwab 100%
    $3.4B
  9. 2657
    Newspring CapitalRadnor, PA · 27 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  10. 2667
    Schneider Downs Wealth Management Advisors, LPPittsburgh, PA · 786 clientsWealth managerAffiliated broker-dealerSchneider Downs Corporate Finance, LP
    Schwab 62%American Trust Investment Services 38%
    $3.3B
  11. 2673
    Emerald Advisers, LLCLeola, PA · 32 clientsAsset managerHybrid
    Northern Trust 45%State Street 28%BNY 27%
    $3.3B
  12. 2699
    Blbb AdvisorsMontgomeryville, PA · 1,632 clientsWealth manager
    Pershing 73%
    $3.3B
  13. 2710
    LBC Credit PartnersRadnor, PA · 16 clientsPrivate fund adviser
    Computershare Trust Company 100%
    $3.2B
  14. 2720
    FS Digital Infrastructure Advisor, LLCPhiladelphia, PA · 46 clientsPrivate fund adviserHybridFS Investment Solutions, LLC
    No custodian reported
    $3.2B
  15. 2729
    Roffman Miller Associates IncPhiladelphia, PA · 1,598 clientsWealth manager
    Schwab 100%
    $3.2B
  16. 2737
    Alterra IOS Manager, LLCRadnor, PA · 5 clientsPrivate fund adviser
    No custodian reported
    $3.2B
  17. 2739
    Girard Advisory Services, LLCKing of Prussia, PA · 2,466 clientsWealth managerBank-affiliatedHybridGirard Investment Services, LLC, clears through Pershing
    Schwab 100%
    $3.2B
  18. 2765
    Staley Capital Advisers IncPittsburgh, PA · 448 clientsWealth manager
    Schwab 100%
    $3.1B
  19. 2773
    Logan Capital Management, Inc.Newtown Square, PA · 1,897 clientsAsset manager
    Schwab 50%Truist 50%
    $3.1B
  20. 2778
    Oakmont Capital Management, LLCOakmont, PA · 324 clientsAsset manager
    PNC Wealth Management 49%
    $3.1B
  21. 2809
    Gibson Capital, LLCWexford, PA · 247 clientsWealth manager
    Fidelity 100%
    $3.0B
  22. 2820
    Elm WealthPhiladelphia, PA · 655 clientsWealth manager
    Fidelity 54%Schwab 35%
    $3.0B
  23. 2823
    FS Global Advisor, LLCPhiladelphia, PA · 8 clientsAsset managerHybridFS Investment Solutions, LLC
    No custodian reported
    $3.0B
  24. 2835
    Vicus Capital, Inc.State College, PA · 6,277 clientsWealth managerHybrid
    Fidelity 100%
    $3.0B
  25. 2905
    Rockwood Wealth Management, LLCNew Hope, PA · 971 clientsWealth manager
    Fidelity 77%Schwab 23%
    $2.9B
  26. 2923
    Key Financial, Inc.West Chester, PA · 1,418 clientsWealth managerHybrid
    Pershing 100%
    $2.8B
  27. 2933
    Fragasso Financial AdvisorsSewickley, PA · 2,205 clientsWealth managerHybrid
    Schwab 100%
    $2.8B
  28. 2940
    Newmarket Investment Management, LPPhiladelphia, PA · 28 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  29. 2946
    Lubert-Adler Management Company, L.P.Philadelphia, PA · 27 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  30. 2965
    Berkshire Asset Management, LLCWilkes-Barre, PA · 2,479 clientsWealth managerHybridIM Global US Distributors LLC
    Schwab 57%Wells Fargo 43%
    $2.8B
  31. 3006
    RTD Financial Advisors IncPhiladelphia, PA · 837 clientsWealth manager
    Schwab 78%
    $2.7B
  32. 3009
    Bill FEW Associates, Inc.Sewickley, PA · 2,972 clientsWealth managerWrap sponsor
    Pershing 100%
    $2.7B
  33. 3011
    PNC Steel City Advisors, LLCPittsburgh, PA · 4 clientsPrivate fund adviserHybridPNC Capital Markets LLC, PNC Wealth Management
    No custodian reported
    $2.7B
  34. 3044
    McAdam LLCRadnor, PA · 5,551 clientsWealth managerHybrid
    Schwab 100%
    $2.7B
  35. 3057
    Berkadia Capital Advisors LLCAmbler, PA · 2 clientsPrivate fund adviserAffiliated broker-dealer
    No custodian reported
    $2.7B
  36. 3070
    Jacobi Capital Management, LLCPittston, PA · 3,024 clientsWealth managerHybrid
    LPL Financial 100%
    $2.6B
  37. 3094
    LL FundsPhiladelphia, PA · 25 clientsPrivate fund adviser
    BNY 100%
    $2.6B
  38. 3097
    Sora InvestorsBryn Mawr, PA · 4 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  39. 3113
    Renovus Associates, LLCWayne, PA · 18 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  40. 3132
    Cookson Peirce Wealth ManagementPittsburgh, PA · 1,648 clientsWealth managerHybrid
    Schwab 97%
    $2.6B

RIAs by state