Thursday, October 22, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund MarketIN Advisor moves: RBC lands $1B UBS team in PittsburghIN NFL taps General Atlantic, PE backer of Creative Planning and FartherWM Mariner Wealth Advisors Seeks $150M in Additional Debt for AcquisitionsFP Merrill announces laser-targeted advisor bonus incentives for 2027WM State Regulators Fear SEC Crypto Proposals Put 'Thumb On The Scale'
AtlasFinancial ADVSR
Open free

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. 4066
    Penobscot Investment Management Company, Inc.Boston, MA · 562 clientsWealth manager
    Schwab 64%Fidelity 24%
    $1.6B
  2. 4072
    Shellback Capital, LPBoston, MA · 3 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  3. 4108
    Silverarc Capital Management, LLCBoston, MA · 4 clientsPrivate fund adviser
    Morgan Stanley 81%
    $1.6B
  4. 4186
    Fiduciary Wealth Partners, LLCNewton Lower Falls, MA · 116 clientsWealth manager
    Fidelity 100%
    $1.5B
  5. 4233
    Catholic Investment Services, Inc.Boston, MA · 7 clientsPrivate fund adviserHybrid
    State Street 100%
    $1.5B
  6. 4250
    Clough Capital Partners, LPBoston, MA · 10 clientsAsset managerHybrid
    Schwab 100%
    $1.5B
  7. 4289
    Capital Impact AdvisorsBoston, MA · 1 clientsAsset manager
    No custodian reported
    $1.5B
  8. 4309
    TA Realty LLCBoston, MA · 26 clientsPrivate fund adviserHybridMEC Global Partners LLC
    No custodian reported
    $1.5B
  9. 4320
    PAR Capital Management, Inc.Boston, MA · 1 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  10. 4346
    Icapital, LLCBoston, MA · 220 clientsAsset manager
    Fidelity 62%Schwab 28%
    $1.5B
  11. 4380
    Bay Colony AdvisorsConcord, MA · 2,668 clientsWealth manager
    Fidelity 100%
    $1.4B
  12. 4417
    Wingate Wealth Advisors, Inc.Lexington, MA · 649 clientsWealth manager
    Schwab 100%
    $1.4B
  13. 4421
    Diametric Capital, LPBoston, MA · 10 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  14. 4432
    Claro Advisors Inc.Boston, MA · 1,123 clientsWealth manager
    Fidelity 80%
    $1.4B
  15. 4441
    MSA FinancialBraintree, MA · 1,338 clientsWealth manager
    Fidelity 100%
    $1.4B
  16. 4485
    Shepherd Financial Partners, LLCWinchester, MA · 767 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $1.4B
  17. 4535
    Green Century Capital Management IncBoston, MA · 4 clientsAsset managerHybrid
    UMB Financial Services 100%
    $1.4B
  18. 4569
    Equity Resource Investments, LLCCambridge, MA · 68 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  19. 4570
    Weatherbie Capital, LLCBoston, MA · 80 clientsAsset managerHybridAlger Management, (singapore) PTE. LTD., Alger Management, LTD
    Northern Trust 32%State Street 31%
    $1.3B
  20. 4615
    Marble Harbor Investment Counsel, LLCBoston, MA · 213 clientsWealth manager
    Schwab 55%Fidelity 25%
    $1.3B
  21. 4618
    Canopy Capital GroupWoburn, MA · 9 clientsAsset manager
    Schwab 58%Fidelity 42%
    $1.3B
  22. 4646
    Beacon Capital Partners, LLCBoston, MA · 13 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  23. 4657
    Woodstock CorporationBoston, MA · 238 clientsWealth manager
    Fidelity 100%
    $1.3B
  24. 4696
    Promethos Capital, LLCBoston, MA · 26 clientsAsset manager
    State Street 86%
    $1.3B
  25. 4729
    Montis Financial, LLCWaltham, MA · 580 clientsWealth manager
    Schwab 59%Fidelity 41%
    $1.3B
  26. 4752
    Albany Road Real Estate Partners, LLCDedham, MA · 5 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  27. 4768
    Solel Partners LPBoston, MA · 3 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  28. 4780
    Middleton & Company Inc.Boston, MA · 368 clientsWealth manager
    State Street 61%Fidelity 22%
    $1.2B
  29. 4799
    Berkshire Money Management, Inc.Dalton, MA · 903 clientsWealth manager
    Schwab 100%
    $1.2B
  30. 4800
    Qtron Investments LLCBoston, MA · 8 clientsAsset manager
    Caceis Bank, S.a 57%J.P. Morgan 30%
    $1.2B
  31. 4819
    Cabot Wealth ManagementBeverly, MA · 650 clientsWealth manager
    Schwab 100%
    $1.2B
  32. 4827
    Old Ironsides Energy, LLCWaltham, MA · 10 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  33. 4841
    Schwerin Boyle Capital Management, IncSpringfield, MA · 153 clientsWealth manager
    Fidelity 34%Schwab 33%Wells Fargo 32%
    $1.2B
  34. 4872
    Brooknoll Advisors LLCBoston, MAAsset manager
    No custodian reported
    $1.2B
  35. 4891
    Verdad Advisers, L.P.Boston, MA · 33 clientsPrivate fund adviser
    Northern Trust 100%
    $1.2B
  36. 4984
    Telemark Asset Management, LLCBoston, MA · 1 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  37. 5005
    The De Burlo Group, Inc.Boston, MA · 113 clientsAsset manager
    BNY 65%
    $1.1B
  38. 5008
    Amundi USBoston, MA · 3 clientsAsset managerHybridAmundi Intermediation, Amundi Singapore Limited
    U.S. Bank 68%State Street 32%
    $1.1B
  39. 5016
    MG Financial LLCBraintree, MA · 137 clientsWealth manager
    Fidelity 67%J.P. Morgan 33%
    $1.1B
  40. 5044
    Wilkins Investment Counsel, IncBoston, MA · 212 clientsWealth manager
    Fidelity 52%SEI 48%
    $1.1B

RIAs by state