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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. 8759
    Borer Denton & Associates, Inc.Blue Bell, PA · 218 clientsWealth managerHybrid
    Pershing 100%
    $403M
  2. 8800
    Trinity Wealth Management, LLCBerwyn, PA · 240 clientsWealth manager
    Schwab 100%
    $399M
  3. 8806
    Mighty Oak Strong America Investment CompanyMechanicsburg, PA · 176 clientsWealth manager
    Fidelity Distributors Company 100%
    $398M
  4. 8811
    Prometheus Capital Management Corp.Yardley, PA · 270 clientsWealth manager
    Schwab 100%
    $398M
  5. 8813
    Oars CapitalDillsburg, PA · 158 clientsWealth manager
    No custodian reported
    $398M
  6. 8816
    Financial CoachWest Chester, PA · 253 clientsWealth manager
    Schwab 100%
    $397M
  7. 8833
    Matterhorn Capital Advisors, LLCWest Conshohocken, PA · 2 clientsPrivate fund adviser
    No custodian reported
    $396M
  8. 8847
    MOR Wealth Management, LLCPhiladelphia, PA · 152 clientsWealth managerWrap sponsor
    Fidelity 100%
    $396M
  9. 8865
    Attinger, LLCPhiladelphia, PA · 7 clientsPrivate fund adviser
    Schwab 100%
    $395M
  10. 8905
    Equita Financial Network, Inc.Fort Washington, PA · 434 clientsWealth manager
    Schwab 100%
    $391M
  11. 8920
    Bluestone Capital Management, LLCWayne, PA · 7 clientsAsset managerHybridMCG Securities LLC
    Schwab 100%
    $390M
  12. 8923
    Legend Financial Advisors IncPittsburgh, PA · 219 clientsWealth manager
    Schwab 100%
    $390M
  13. 8939
    Costello Asset Management, Inc.Feasterville, PA · 390 clientsWealth manager
    Schwab 100%
    $389M
  14. 8941
    Trinity Investment Advisors, LLCWest Chester, PA · 34 clientsAsset manager
    No custodian reported
    $388M
  15. 8977
    Alden Investment GroupWayne, PA · 1,460 clientsWealth managerHybridJ. Alden Associates, Inc.
    Schwab 99%
    $386M
  16. 8985
    PSI Capital ManagementLancaster, PA · 514 clientsWealth managerWrap sponsor
    Schwab 100%
    $385M
  17. 9052
    Rubenstein PartnersPhiladelphia, PA · 12 clientsPrivate fund adviserHybrid
    No custodian reported
    $379M
  18. 9092
    Prosperity Advisers, LLCHorsham, PA · 289 clientsWealth manager
    Schwab 100%
    $376M
  19. 9109
    Bouvel Investment Partners, LLCPhoenixville, PA · 206 clientsWealth manager
    Pershing 100%
    $374M
  20. 9149
    Macro Advisors, Inc.York, PA · 683 clientsWealth manager
    Schwab 100%
    $371M
  21. 9184
    Persimmon Capital ManagementBlue Bell, PA · 86 clientsWealth manager
    Pershing 59%Schwab 41%
    $368M
  22. 9189
    Enhancing Capital LLCHarrisburg, PA · 21 clientsAsset manager
    Schwab 73%First State Trust 27%
    $368M
  23. 9209
    Haverford Financial Services, Inc.Radnor, PA · 18 clientsAsset manager
    PNC Wealth Management 50%Morgan Stanley 31%
    $366M
  24. 9310
    US Asset Management, LLCPittsburgh, PA · 48 clientsAsset manager
    Wilmington Trust 100%
    $358M
  25. 9317
    CA Adviser, LLCPhiladelphia, PA · 2 clientsPrivate fund adviserAffiliated broker-dealer
    No custodian reported
    $358M
  26. 9328
    Carnegie Wealth Management, LLCBerwyn, PA · 229 clientsWealth manager
    Schwab 100%
    $357M
  27. 9334
    Capstone Wealth Management Group, LLCDunmore, PA · 524 clientsWealth managerHybrid
    LPL Financial 100%
    $356M
  28. 9342
    Argyle Capital Management, LLCCenter Valley, PA · 65 clientsWealth manager
    Schwab 70%Merrill / Bank of America 30%
    $356M
  29. 9399
    Entrust Financial LLCWayne, PA · 268 clientsWealth manager
    Schwab 100%
    $351M
  30. 9489
    Cambrian Capital Management, L.L.C.Newtown Square, PA · 3 clientsPrivate fund adviser
    No custodian reported
    $344M
  31. 9503
    Ballast Financial Advisors, LLCWest Chester, PA · 607 clientsWealth manager
    Schwab 100%
    $343M
  32. 9505
    Matune Basile AdvisorsHermitage, PA · 264 clientsWealth manager
    Schwab 100%
    $343M
  33. 9552
    Keyvantage Wealth AdvisorsBethlehem, PA · 143 clientsWealth manager
    Schwab 100%
    $339M
  34. 9561
    Cresap, Inc.Radnor, PA · 604 clientsBroker-dealer firmHybrid
    No custodian reported
    $339M
  35. 9634
    Weik Capital ManagementWyomissing, PA · 195 clientsWealth manager
    Schwab 100%
    $335M
  36. 9791
    Vista Investment Management, LLCPittsburgh, PA · 189 clientsWealth manager
    Schwab 100%
    $324M
  37. 9830
    Minerva Advisors LLCBala Cynwyd, PA · 7 clientsPrivate fund adviser
    RBC 68%Merrill / Bank of America 22%
    $321M
  38. 9878
    Three Cord True Wealth Management, LLCBeaver, PA · 584 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $318M
  39. 9910
    Matthew 25 Management CorpAmbler, PA · 1 clientsAsset manager
    No custodian reported
    $316M
  40. 9915
    Marquette Associates, Inc.West Chester, PA · 5 clientsAsset manager
    Wilmington Trust Investment Management 87%
    $316M

RIAs by state