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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 2026FP 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 PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says
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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

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. 7752
    Taurus Private Markets, LLCWayne, PA · 3 clientsPrivate fund adviser
    No custodian reported
    $509M
  2. 7782
    Bluesphere Advisors LLCEast Norriton, PA · 482 clientsWealth managerHybrid
    Schwab 100%
    $506M
  3. 7784
    EAB Investment Group, LLCBala Cynwyd, PA · 1 clientsAsset managerHybrid
    No custodian reported
    $506M
  4. 7816
    Sharp FinancialHorsham, PA · 194 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $502M
  5. 7824
    Saothair Capital PartnersWayne, PA · 4 clientsPrivate fund adviser
    No custodian reported
    $501M
  6. 7851
    Verdis Investment Management, LLCWest Conshohocken, PA · 10 clientsPrivate fund adviser
    J.P. Morgan 100%
    $497M
  7. 7896
    Brick & Kyle Associates IncNewtown, PA · 427 clientsWealth manager
    No custodian reported
    $492M
  8. 7901
    Permit Capital, LLCWest Conshohocken, PA · 3 clientsPrivate fund adviser
    No custodian reported
    $491M
  9. 7954
    Peakequity Partners Management Co., L.L.C.Villanova, PA · 3 clientsPrivate fund adviser
    No custodian reported
    $485M
  10. 7958
    Johnson & White Wealth Management LLCYork, PA · 480 clientsWealth manager
    Schwab 100%
    $485M
  11. 7969
    Morton Brown Family Wealth LLCAllentown, PA · 272 clientsWealth manager
    Schwab 100%
    $483M
  12. 7977
    Valen Private Capital, LLC.Paoli, PA · 89 clientsWealth managerHybrid
    Goldman Sachs 100%
    $483M
  13. 8136
    Obrien Greene & Co IncMedia, PA · 148 clientsWealth manager
    Fidelity 71%Schwab 29%
    $464M
  14. 8193
    Birch RUN Investments, LLCExton, PA · 55 clientsAsset managerHybrid
    Principal Financial Group 64%
    $457M
  15. 8194
    Corten Real Estate Management LLCPhiladelphia, PA · 9 clientsPrivate fund adviser
    No custodian reported
    $457M
  16. 8201
    Gardner Lewis Asset Management LPChadds Ford, PA · 12 clientsPrivate fund adviser
    Northern Trust 75%Goldman Sachs 25%
    $456M
  17. 8219
    IVC Wealth Advisors LLCSilverdale, PA · 580 clientsWealth manager
    Schwab 100%
    $455M
  18. 8235
    McClarren Financial AdvisorsState College, PA · 267 clientsWealth manager
    Schwab 53%Fidelity Distributors Company 33%
    $453M
  19. 8242
    Certior Financial Group, LLCKing of Prussia, PA · 478 clientsWealth manager
    Schwab 100%
    $452M
  20. 8361
    Owls Nest PartnersChadds Ford, PA · 6 clientsPrivate fund adviser
    BNY 32%Northern Trust 25%Pershing 23%
    $441M
  21. 8363
    Bishop & Company Investment Management, LLCErie, PA · 209 clientsWealth manager
    Schwab 100%
    $441M
  22. 8370
    Tower Wealth PartnersLewisburg, PA · 920 clientsWealth manager
    Raymond James 100%
    $440M
  23. 8374
    Primesolutions Advisors, LLCPittsburgh, PAAsset manager
    Great Grey Trust Compamy 97%
    $440M
  24. 8377
    Vantus WealthLancaster, PA · 1,010 clientsWealth manager
    Schwab 100%
    $440M
  25. 8418
    Chapel Hill Investment Analysts IncGreensburg, PA · 1,411 clientsWealth manager
    No custodian reported
    $436M
  26. 8419
    Muhlenkamp & Co IncWexford, PA · 69 clientsAsset managerHybrid
    Schwab 100%
    $436M
  27. 8432
    Comprehensive Financial Planning, Inc.East Petersburg, PA · 592 clientsWealth manager
    Schwab 100%
    $434M
  28. 8439
    Santori & PetersCanonsburg, PA · 199 clientsWealth manager
    Schwab 100%
    $433M
  29. 8499
    Beacon Bridge Wealth Partners, LLCLower Gwynedd, PA · 717 clientsWealth managerHybrid
    Schwab 100%
    $427M
  30. 8506
    TGS Financial AdvisorsRadnor, PA · 259 clientsWealth managerWrap sponsor
    Raymond James 100%
    $426M
  31. 8527
    Macdougall Financial CounselingDelmont, PA · 124 clientsWealth manager
    No custodian reported
    $425M
  32. 8545
    Capital Wealth InvestmentsScranton, PA · 469 clientsWealth managerHybrid
    Schwab 100%
    $423M
  33. 8552
    The Estate Planners GroupYardley, PA · 342 clientsWealth manager
    No custodian reported
    $422M
  34. 8558
    Odyssey Group Wealth AdvisorsLancaster, PA · 245 clientsWealth manager
    Altruist 100%
    $421M
  35. 8585
    Alpha Leonis Partners, LLCWayne, PA · 3 clientsAsset manager
    J.P. Morgan 100%
    $418M
  36. 8652
    Foundation Wealth Management, LLCMedia, PA · 167 clientsWealth manager
    Schwab 100%
    $412M
  37. 8656
    Grandview Asset Management LLCHarrisburg, PA · 606 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $412M
  38. 8660
    MB, Levis & Associates,llcCenter Valley, PA · 170 clientsWealth manager
    Schwab 100%
    $412M
  39. 8705
    Wealthcare Capital Partners, LLCWest Chester, PA · 717 clientsWealth managerHybridSammons Financial Network, LLC
    Schwab 100%
    $407M
  40. 8712
    Henderson Brothers Financial Partners LLCPittsburgh, PA · 1,044 clientsWealth managerHybrid
    LPL Financial 100%
    $407M

RIAs by state