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Est. 2026The front page of wealth managementNew York

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4K 55ip Expands Unified Managed Accounts with BlackRockRB 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 Expansion
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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.

Filters

17,210 firms manage $177.9 trillion

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. 2721
    Trilogy Capital, Inc.Irvine, CA · 8,388 clientsWealth managerHybrid
    Schwab 58%LPL Financial 42%
    $3.2B
  2. 2722
    Evensky & Katz/foldes Wealth ManagementCoral Gables, FL · 1,188 clientsWealth manager
    Schwab 100%
    $3.2B
  3. 2723
    Quaero Capital SAGeneva, Switzerland · 18 clientsPrivate fund adviser
    No custodian reported
    $3.2B
  4. 2724
    M Holdings Securities, Inc.Portland, OR · 4,513 clientsBroker-dealer firmHybridM Financial Securities Marketing, Inc.
    Fidelity 59%Schwab 41%
    $3.2B
  5. 2725
    Trust Asset Management LLCHouston, TX · 155 clientsPrivate fund adviser
    Pershing 100%
    $3.2B
  6. 2726
    LEO Wealth, LLCEdison, NJ · 1,714 clientsWealth managerHybridLEO Brokerage, LLC
    Fidelity 69%Schwab 31%
    $3.2B
  7. 2727
    Principle WealthMadison, CT · 1,210 clientsWealth manager
    Fidelity 100%
    $3.2B
  8. 2728
    EPG IncorporatedFramingham, MA · 72 clientsAsset manager
    Citi 100%
    $3.2B
  9. 2729
    Roffman Miller Associates IncPhiladelphia, PA · 1,598 clientsWealth manager
    Schwab 100%
    $3.2B
  10. 2730
    Bogart Wealth, LLCMcLean, VA · 1,442 clientsWealth manager
    Schwab 100%
    $3.2B
  11. 2731
    Greenbelt Capital PartnersAustin, TX · 12 clientsPrivate fund adviser
    No custodian reported
    $3.2B
  12. 2732
    Altes Capital, LLC12 clientsAsset manager
    No custodian reported
    $3.2B
  13. 2733
    KA Fund Advisors, LLCHouston, TX · 1 clientsAsset managerHybridKA Associates, LLC, clears through National Financial Services (Fidelity)
    No custodian reported
    $3.2B
  14. 2734
    Lutz FinancialOmaha, NE · 1,031 clientsWealth manager
    Schwab 81%
    $3.2B
  15. 2735
    Fitzwalter Capital (US) LLCNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $3.2B
  16. 2736
    Solus Alternative Asset Management LPSummit, NJ · 28 clientsPrivate fund adviser
    No custodian reported
    $3.2B
  17. 2737
    Alterra IOS Manager, LLCRadnor, PA · 5 clientsPrivate fund adviser
    No custodian reported
    $3.2B
  18. 2738
    Foursixthree Capital LPNew York, NY · 10 clientsPrivate fund adviser
    Goldman Sachs 100%
    $3.2B
  19. 2739
    Girard Advisory Services, LLCKing of Prussia, PA · 2,466 clientsWealth managerBank-affiliatedHybridGirard Investment Services, LLC, clears through Pershing
    Schwab 100%
    $3.2B
  20. 2740
    LCP Institutional, LLCAtlanta, GA · 133 clientsWealth managerHybrid
    U.S. Bank 42%BNY 34%Schwab 25%
    $3.2B
  21. 2741
    Burford Capital Investment Management LLCChicago, IL · 19 clientsPrivate fund adviser
    No custodian reported
    $3.2B
  22. 2742
    VMG Partners II, LLCSan Francisco, CA · 28 clientsPrivate fund adviser
    No custodian reported
    $3.2B
  23. 2743
    Csenge Advisory Group, LLCClearwater, FL · 7,199 clientsWealth managerHybrid
    Fidelity 50%Pershing 33%
    $3.2B
  24. 2744
    Hilton Capital Management, LLCGarden City, NY · 1,647 clientsAsset managerHybrid
    Northern Trust 44%U.S. Bank 39%
    $3.2B
  25. 2745
    Midland Wealth ManagementEffingham, IL · 138 clientsAsset manager
    Fidelity 100%
    $3.2B
  26. 2746
    Tennenbaum Capital Partners, LLCSanta Monica, CA · 30 clientsAsset managerAffiliated broker-dealerBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    BNY 100%
    $3.2B
  27. 2747
    North Square Investments, LLCChicago, IL · 14 clientsAsset managerHybridSanctuary Securities, Inc.
    No custodian reported
    $3.2B
  28. 2748
    Avesi Partners LLCStamford, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $3.2B
  29. 2749
    ON Investment Management CoCincinnati, OH · 9,568 clientsBroker-dealer firmHybridAugustar Distributors, Inc., The O.N. Equity Sales Company, clears through Pershing
    No custodian reported
    $3.2B
  30. 2750
    Cyndeo Wealth PartnersSt. Petersburg, FL · 1,225 clientsWealth manager
    Fidelity 100%
    $3.2B
  31. 2751
    Advisornet Wealth PartnersMinnetonka, MN · 3,514 clientsWealth managerHybrid
    Schwab 86%
    $3.1B
  32. 2752
    Rocky Mountain Advisers, LLCSalina, KS · 257 clientsAsset manager
    Schwab 100%
    $3.1B
  33. 2753
    Santander SecuritiesBoston, MA · 11,124 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $3.1B
  34. 2754
    Strategic Income Management, LLCSeattle, WA · 6 clientsAsset manager
    State Street 69%
    $3.1B
  35. 2755
    Greenbacker Capital Management LLCPortland, ME · 7 clientsPrivate fund adviserHybrid
    No custodian reported
    $3.1B
  36. 2756
    Romark Credit Advisors LPNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $3.1B
  37. 2757
    S.W. Mitchell Capital LLPLondon, United Kingdom · 10 clientsPrivate fund adviser
    J.P. Morgan 54%Royal Bank of Canada (channel Islands) Limited 46%
    $3.1B
  38. 2758
    Faircourt Partners, LLCLake Bluff, IL · 97 clientsAsset manager
    Schwab 100%
    $3.1B
  39. 2759
    Roundtable Healthcare Management, IncLake Forest, IL · 11 clientsPrivate fund adviser
    No custodian reported
    $3.1B
  40. 2760
    Five Elms CapitalKansas City, MO · 23 clientsPrivate fund adviser
    No custodian reported
    $3.1B

RIAs by state