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Est. 2026The front page of wealth managementNew York

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FP Wells Fargo raises hurdle for higher advisor payouts for first time in 5 yearsWM Schwab Survey: RIAs Are Shifting Growth Focus Beyond AUM to New Clients, ReferralsIN AI operating system race heats up as Nevis raises $70 millionFP When should RIAs hand clients to next-generation advisors?IN Taxes, alts, in the education spotlight at Schwab IMPACTIN Ameriprise’s Cracchiolo: There’s no retention program hereIN Schwab tells RIAs its wealth arm isn’t 'competing for new business'WM LPL-Affiliated Firm Sues Former Advisor, Cetera for Soliciting Clients, Stealing DataIN Vestmark, Allspring team up on advisor-built model portfoliosIN A successful AI workforce isn’t about agents, says Humanity Labs CEO
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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

3,733 firms manage $117.7 trillionhybrid

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. 17153
    NPW USAOakville, Ontario, CanadaAsset managerHybridNour Private Wealth Inc.
    No custodian reported
    $0
  2. 17164
    Nomura Securities International, Inc.New York, NYBroker-dealer firmHybridDelaware Distributors, L.P., Instinet, LLC
    No custodian reported
    $0
  3. 17171
    Etoro USA Advisers Inc.Hoboken, NJAsset managerHybridEtoro USA Securities Inc., clears through Apex Clearing
    No custodian reported
    $0
  4. 17177
    Bear Stearns Asset Management Inc.New York, NY · 1 clientsAsset managerHybrid
    No custodian reported
    $0
  5. 17179
    Aegis Guild Capital, LLCNew York, NYAsset managerHybrid
    No custodian reported
    $0
  6. 17180
    Lord Abbett CLO Management LPJersey City, NJAsset managerHybridLord Abbett Distributor LLC
    No custodian reported
    $0
  7. 17183
    Private Advisor Network, LLCMorristown, NJAsset managerHybrid
    No custodian reported
    $0
  8. 17187
    PGM Inc.Montreal, Quebec, CanadaAsset managerHybridNational Bank Financial Inc., PGM Global Inc.
    No custodian reported
    $0
  9. 17191
    Bluerock ETF Advisor, LLCNew York, NYAsset managerHybridBluerock Capital Markets LLC
    No custodian reported
    $0
  10. 17199
    Wisdomtree Ventures Management, LLCNew York, NYAsset managerHybridWisdomtree Securities, Inc.
    No custodian reported
    $0
  11. 17200
    BX Reit Advisors L.L.C.New York, NY · 2 clientsAsset managerHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    No custodian reported
    $0
  12. 17205
    Bernstein Institutional Services LLCNew York, NYBroker-dealer firmHybridAlliancebernstein Investments, Inc., BSG France S.A.
    No custodian reported
    $0
  13. 17210
    Coinedly LLCDover, DEAsset managerHybrid
    No custodian reported
    $0

RIAs by state