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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

12,831 firms manage $34.5 trillionno broker-dealer ties

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. 6217
    KLH CapitalTampa, FL · 3 clientsPrivate fund adviser
    No custodian reported
    $774M
  2. 6218
    The Lyme Timber Company LLCHanover, NH · 11 clientsPrivate fund adviser
    No custodian reported
    $774M
  3. 6221
    JB Investments Management, LLC2 clientsPrivate fund adviser
    No custodian reported
    $773M
  4. 6222
    Potentum Partners, L.P.Melbourne, Victoria, Australia · 41 clientsPrivate fund adviser
    No custodian reported
    $773M
  5. 6223
    North Point Portfolio Managers CorporationOrange Village, OH · 276 clientsWealth manager
    Schwab 100%
    $773M
  6. 6224
    4612 Group, LLCAtlanta, GA · 9 clientsAsset manager
    Merrill / Bank of America 74%Northern Trust 26%
    $773M
  7. 6226
    Intrinsic Edge Capital Management LLCChicago, IL · 2 clientsPrivate fund adviser
    No custodian reported
    $772M
  8. 6228
    Seabridge Investment Advisors LLCSummit, NJ · 201 clientsWealth manager
    Schwab 91%
    $771M
  9. 6229
    Standpoint Asset Management, LLCScottsdale, AZ · 1 clientsAsset manager
    No custodian reported
    $771M
  10. 6230
    Blue Zone Wealth Advisors, LLCLos Angeles, CA · 181 clientsWealth manager
    Schwab 100%
    $770M
  11. 6231
    Professional Financial Advisors, LLCNorth Platte, NE · 3,345 clientsWealth managerWrap sponsor
    Schwab 100%
    $770M
  12. 6232
    Retirement Fund ManagementAtlanta, GA · 10 clientsAsset manager
    Principal Financial Group 56%Fidelity 44%
    $770M
  13. 6233
    Permanent Capital Management, LPChicago, IL · 3 clientsAsset manager
    Fidelity 100%
    $769M
  14. 6234
    Hourglass Capital, LLCHouston, TX · 102 clientsWealth manager
    Schwab 100%
    $769M
  15. 6235
    Grant Street Asset Management IncCanonsburg, PA · 445 clientsWealth manager
    Schwab 100%
    $769M
  16. 6238
    Wilsey Asset Management IncorporatedSan Diego, CA · 892 clientsWealth manager
    Schwab 100%
    $768M
  17. 6239
    Lodge Hill Capital, LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $768M
  18. 6240
    Apax Partners US, LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $768M
  19. 6241
    New England Capital Financial Advisors LLCCheshire, CT · 1,219 clientsWealth manager
    Fidelity 92%
    $768M
  20. 6242
    Shah Capital ManagementRaleigh, NC · 57 clientsPrivate fund adviser
    Schwab 100%
    $768M
  21. 6243
    Urban Fund Management, LLCPlano, TX · 9 clientsPrivate fund adviser
    No custodian reported
    $768M
  22. 6244
    Community US Fund Management, Inc.10 clientsPrivate fund adviser
    No custodian reported
    $768M
  23. 6246
    AcmeSan Francisco, CA · 19 clientsPrivate fund adviser
    No custodian reported
    $767M
  24. 6247
    Benchmark Plus ManagementGig Harbor, WA · 9 clientsPrivate fund adviser
    No custodian reported
    $767M
  25. 6249
    Ironwood Capital Advisors LLCAvon, CT · 10 clientsPrivate fund adviser
    No custodian reported
    $766M
  26. 6250
    Benchmark Financial Wealth Advisors LLCBoca Raton, FL · 366 clientsWealth manager
    Fidelity 100%
    $766M
  27. 6252
    Coinfund Management LLCNew York, NY · 20 clientsPrivate fund adviser
    No custodian reported
    $766M
  28. 6253
    Demming Financial Services Corp.Aurora, OH · 796 clientsWealth manager
    Schwab 100%
    $766M
  29. 6254
    T Ventures Management Co, LTD.Sydney NSW, Australia · 6 clientsPrivate fund adviser
    No custodian reported
    $766M
  30. 6255
    Blue Edge Capital, LLCRichmond, VA · 172 clientsWealth manager
    Schwab 100%
    $765M
  31. 6256
    Orange Investment Advisors, LLCWinter Park, FL · 3 clientsAsset manager
    Federal Home Loan Bank of Atlanta 100%
    $765M
  32. 6258
    Investment Performance Services LLCSavannah, GAAsset manager
    No custodian reported
    $764M
  33. 6261
    Tremont Realty Capital LLCNewton, MA · 2 clientsPrivate fund adviser
    No custodian reported
    $763M
  34. 6262
    Jeppson Wealth Management, LLCManhattan Beach, CA · 994 clientsWealth managerWrap sponsor
    Schwab 100%
    $763M
  35. 6263
    PerennialNew York, NY · 123 clientsWealth manager
    Schwab 100%
    $762M
  36. 6266
    Ocean Endowment Partners, LLC7 clientsPrivate fund adviser
    Schwab 100%
    $761M
  37. 6267
    Stempoint Capital LPNew York, NY · 7 clientsPrivate fund adviser
    J.P. Morgan 100%
    $761M
  38. 6268
    Sterling Financial Planning IncSparta, NJ · 578 clientsWealth manager
    Schwab 88%
    $761M
  39. 6271
    Cyprium PartnersCleveland, OH · 5 clientsPrivate fund adviser
    No custodian reported
    $760M
  40. 6272
    Independent Family Office, LLCAlbany, NY · 43 clientsWealth manager
    Fidelity 100%
    $760M

RIAs by state