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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. 2841
    Mmbg Investment Advisors Co.Miami, FL · 139 clientsWealth manager
    Morgan Stanley 33%J.P. Morgan 32%
    $3.0B
  2. 2842
    Intellectus Partners, LLCSan Francisco, CA · 206 clientsWealth manager
    Fidelity 100%
    $3.0B
  3. 2843
    Pacific Avenue Capital Partners Management Company LLCManhattan Beach, CA · 16 clientsPrivate fund adviser
    No custodian reported
    $3.0B
  4. 2844
    Fairway Wealth Management LLCIndependence, OH · 322 clientsWealth managerAffiliated broker-dealer
    Schwab 100%
    $3.0B
  5. 2845
    NFJ Investment Group, LLCDallas, TX · 468 clientsAsset managerHybridVP Distributors LLC
    UBS 100%
    $3.0B
  6. 2846
    MontagAtlanta, GA · 503 clientsWealth manager
    Schwab 63%Fidelity 37%
    $3.0B
  7. 2847
    Retirement Income Solutions, Inc.Ann Arbor, MI · 1,274 clientsWealth manager
    Pershing 52%Tiaa-Cref Individual & Institutional Services 48%
    $3.0B
  8. 2848
    Impact Partnership Wealth, LLCMarietta, GA · 8,017 clientsWealth managerWrap sponsorHybridAE Financial Services, LLC, clears through National Financial Services (Fidelity)
    Schwab 56%Fidelity 44%
    $3.0B
  9. 2849
    Nutter Investment AdvisorsBoston, MA · 26 clientsAsset manager
    Fifth Third Bank 100%
    $3.0B
  10. 2850
    Acorn Advisory Capital, L.P.New York, NY · 7 clientsAsset manager
    BNY 100%
    $3.0B
  11. 2851
    Cardiff Park Advisors363 clientsWealth manager
    Schwab 79%
    $3.0B
  12. 2852
    Sfmg Wealth AdvisorsPlano, TX · 982 clientsWealth manager
    Schwab 79%
    $3.0B
  13. 2853
    Resonant Capital Advisors, LLCMadison, WI · 619 clientsWealth manager
    Schwab 65%Fidelity 35%
    $3.0B
  14. 2854
    Parcion Private Wealth LLCBellevue, WA · 165 clientsWealth manager
    Fidelity 100%
    $3.0B
  15. 2855
    Cohen & Steers Asia LimitedCentral, Hong Kong · 42 clientsAsset managerAffiliated broker-dealerCohen & Steers Securities, LLC
    State Street 62%Northern Trust 23%
    $2.9B
  16. 2856
    Berger Financial GroupPlymouth, MN · 3,800 clientsWealth manager
    Schwab 100%
    $2.9B
  17. 2857
    Hudson Edge Investment Partners, Inc.Jersey City, NJ · 70 clientsPrivate fund adviserHybrid
    BNY 43%PNC Bank 34%Northern Trust 23%
    $2.9B
  18. 2858
    IWC Investment Partners A/sCopenhagen, Denmark · 1 clientsAsset manager
    No custodian reported
    $2.9B
  19. 2859
    Point Olema Capital Partners, L.P.San Francisco, CA · 27 clientsWealth manager
    Fidelity 70%Schwab 30%
    $2.9B
  20. 2860
    Birch Hill Investment Advisors LLCBoston, MA · 195 clientsWealth manager
    Schwab 85%
    $2.9B
  21. 2861
    A.g.p / Alliance Global PartnersWestport, CT · 7,490 clientsBroker-dealer firmHybrid
    Fidelity 90%
    $2.9B
  22. 2862
    Creative Financial Designs, Inc.Kokomo, IN · 10,566 clientsWealth managerHybridCFD Investments, Inc.
    Fidelity 65%Schwab 35%
    $2.9B
  23. 2863
    Mane Global Capital Management LPNew York, NY · 5 clientsAsset manager
    Goldman Sachs 34%Morgan Stanley 28%
    $2.9B
  24. 2864
    SJS Investment ServicesSylvania, OH · 1,055 clientsWealth manager
    Schwab 100%
    $2.9B
  25. 2865
    Foster & Motley IncCincinnati, OH · 926 clientsWealth manager
    Schwab 100%
    $2.9B
  26. 2866
    Asset Dedication, LLCSan Francisco, CA · 1,998 clientsWealth manager
    Schwab 75%Fidelity 25%
    $2.9B
  27. 2867
    Northgate Capital, L.P.Danville, CA · 67 clientsPrivate fund adviser
    No custodian reported
    $2.9B
  28. 2868
    Pinegrove Opportunity Partners, LLCSan Francisco, CA · 6 clientsPrivate fund adviserAffiliated broker-dealerBrookfield Advisors (hong Kong) Limited, Brookfield Oaktree Wealth Solutions LLC
    No custodian reported
    $2.9B
  29. 2869
    Raub Brock Capital Management, LPLarkspur, CA · 141 clientsAsset manager
    Schwab 100%
    $2.9B
  30. 2870
    Greenhouse Funds LllpBaltimore, MD · 11 clientsPrivate fund adviserAffiliated broker-dealerBaird Strategas LLC, Robert W. Baird & Co. Incorporated
    J.P. Morgan 100%
    $2.9B
  31. 2871
    Windsor Advisory Group, LLCColumbus, OH · 543 clientsWealth manager
    Schwab 100%
    $2.9B
  32. 2872
    Marblegate Asset Management, LLCGreenwich, CT · 31 clientsPrivate fund adviser
    No custodian reported
    $2.9B
  33. 2873
    Cambiar Investors, LLCDenver, CO · 5,622 clientsWealth managerHybrid
    Morgan Stanley 79%
    $2.9B
  34. 2874
    Bedel Financial Consulting IncIndianapolis, IN · 1,162 clientsWealth manager
    Schwab 81%
    $2.9B
  35. 2875
    Transcend Capital Advisors, LLCMadison, NJ · 1,094 clientsWealth managerWrap sponsorHybrid
    Schwab 75%Fidelity 25%
    $2.9B
  36. 2876
    FNY Investment Advisers, LLCNew York, NY · 1 clientsPrivate fund adviserHybrid
    No custodian reported
    $2.9B
  37. 2877
    Flexpath StrategiesAliso Viejo, CA · 741 clientsAsset manager
    No custodian reported
    $2.9B
  38. 2878
    Radcliff Management LLCNew York, NY · 47 clientsPrivate fund adviser
    No custodian reported
    $2.9B
  39. 2879
    Canyon Partners Real Estate LLCDallas, TX · 23 clientsPrivate fund adviserHybridCP Investments LLC
    No custodian reported
    $2.9B
  40. 2880
    Global Strategic Risk Management, LLCProvidence, RI · 4 clientsPrivate fund adviser
    No custodian reported
    $2.9B

RIAs by state