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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. 6375
    Financial Directions LLCTucson, AZ · 2,488 clientsWealth manager
    Fidelity 95%
    $738M
  2. 6376
    Generate Capital Advisors, PB LLCSan Francisco, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $737M
  3. 6377
    Barometer Capital ManagementToronto, Ontario, Canada · 476 clientsAsset manager
    No custodian reported
    $737M
  4. 6378
    Crossplane Capital Management, LPDallas, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $736M
  5. 6379
    Thomist Capital Management, LPHouston, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $736M
  6. 6380
    Valstone Partners VIBirmingham, MI · 3 clientsPrivate fund adviser
    No custodian reported
    $736M
  7. 6382
    Carlson InvestmentsConcord, NH · 360 clientsWealth manager
    Schwab 74%Commerce Bank 26%
    $736M
  8. 6384
    Stenger Family Office, LLCNaperville, IL · 887 clientsWealth manager
    Schwab 100%
    $735M
  9. 6385
    Fractal Investments LLC3 clientsAsset manager
    BNY 62%Citi 38%
    $735M
  10. 6386
    Coefficient CapitalNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $735M
  11. 6387
    Alpha Capital Management Group LLCDenver, CO · 470 clientsAsset manager
    Fidelity 64%LPL Financial 34%
    $734M
  12. 6390
    Allium Financial Advisors, LLCLake Oswego, OR · 243 clientsWealth manager
    No custodian reported
    $734M
  13. 6391
    Clarity Wealth AdvisorsSan Jose, CA · 342 clientsWealth manager
    Fidelity 55%Schwab 45%
    $733M
  14. 6393
    SC Management LLCNew York, NY · 25 clientsPrivate fund adviser
    No custodian reported
    $733M
  15. 6394
    Compound Advisors, LLCNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $732M
  16. 6395
    Walled Lake Planning & Wealth Management, LLCHighland Park, IL · 369 clientsWealth managerWrap sponsor
    Fidelity 100%
    $732M
  17. 6397
    Navalign, LLCEncino, CA · 716 clientsWealth manager
    Schwab 100%
    $732M
  18. 6398
    Centerpoint Advisors, LLCNeedham, MA · 502 clientsWealth manager
    Fidelity 100%
    $732M
  19. 6399
    Astara Capital Partners, L.P.New York, NY · 17 clientsPrivate fund adviser
    No custodian reported
    $732M
  20. 6400
    Newman Dignan & Sheerar, IncProvidence, RI · 536 clientsWealth manager
    Schwab 100%
    $731M
  21. 6401
    Sevenbridge Financial Group, LLCHarrisburg, PA · 401 clientsWealth manager
    Schwab 69%Fidelity 31%
    $731M
  22. 6402
    Sturbridge Capital LLCBirmingham, MI · 4 clientsPrivate fund adviser
    No custodian reported
    $731M
  23. 6403
    Quantum Financial Services Inc.Indianapolis, IN · 78 clientsWealth manager
    No custodian reported
    $731M
  24. 6404
    Traveka Wealth, LLCLos Altos, CA · 195 clientsWealth manager
    Fidelity 100%
    $731M
  25. 6405
    Bayhawk Capital LPBoston, MA · 5 clientsPrivate fund adviser
    No custodian reported
    $731M
  26. 6406
    Schwarz Dygos Wheeler Investment Advisors LLCMinneapolis, MN · 525 clientsWealth manager
    Fidelity Distributors Company 100%
    $730M
  27. 6407
    Tiller Private Wealth, Inc.Bethlehem, PA · 348 clientsWealth manager
    Schwab 100%
    $730M
  28. 6408
    Ipswich Investment Management Company, IncBeverly, MA · 268 clientsWealth manager
    Fidelity 81%
    $730M
  29. 6409
    Philadelphia FinancialSan Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $730M
  30. 6410
    Cordgrass Capital Advisors, LLCRaleigh, NC · 448 clientsWealth manager
    Schwab 100%
    $730M
  31. 6411
    Carbon Direct Capital Management LLCNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $730M
  32. 6412
    Canby Financial AdvisorsFramingham, MA · 382 clientsWealth manager
    Fidelity 100%
    $729M
  33. 6413
    VariantNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $729M
  34. 6414
    Huber Capital Management LLCEl Segundo, CA · 9 clientsAsset manager
    Northern Trust 75%J.P. Morgan 25%
    $729M
  35. 6416
    Meadow Creek Wealth Advisors, LLCAtlanta, GA · 153 clientsWealth manager
    Raymond James 100%
    $728M
  36. 6417
    Cooperative Funeral Fund IncMadison, CT · 1,250 clientsAsset manager
    Wells Fargo 100%
    $728M
  37. 6418
    AAF Wealth Management, LLCWestborough, MA · 293 clientsWealth manager
    Fidelity 100%
    $728M
  38. 6419
    Pike Street CapitalSeattle, WA · 7 clientsPrivate fund adviser
    No custodian reported
    $727M
  39. 6420
    Tradewinds Capital Management, LLCBellingham, WA · 2,238 clientsWealth manager
    Schwab 100%
    $727M
  40. 6421
    Quantum Financial Planning Services, Inc.Spokane, WA · 790 clientsWealth manager
    Schwab 100%
    $727M

RIAs by state