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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. 6422
    AXQ Capital, LPJersey City, NJ · 5 clientsPrivate fund adviser
    No custodian reported
    $727M
  2. 6423
    Silver Heights Capital Management Inc.Toronto, Ontario, Canada · 93 clientsAsset manager
    National Bank Independent Network (nbin) 100%
    $727M
  3. 6424
    Virtus Family OfficeEl Paso, TX · 155 clientsWealth manager
    UBS 77%Interactive Brokers 23%
    $727M
  4. 6425
    Smith & Howard Wealth Management, LLCAtlanta, GA · 217 clientsWealth manager
    Schwab 100%
    $727M
  5. 6426
    Trgp Investment Partners, LPStamford, CT · 12 clientsPrivate fund adviser
    No custodian reported
    $727M
  6. 6428
    Kaydan Wealth Management, Inc.Fenton, MI · 1,098 clientsWealth manager
    Raymond James 100%
    $727M
  7. 6429
    Haddington Ventures, LLCHouston, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $726M
  8. 6432
    Great Point Wealth Advisors, LLCBoston, MA · 462 clientsWealth manager
    Fidelity 100%
    $726M
  9. 6433
    Himco, LLCMorristown, NJ · 27 clientsPrivate fund adviser
    No custodian reported
    $726M
  10. 6434
    Bright Financial Advisors, Inc.Portage, MI · 665 clientsWealth manager
    Schwab 100%
    $725M
  11. 6435
    Paradigm Investment ManagementMiami, FL · 9 clientsAsset manager
    Interactive Brokers 72%Creand Securities 28%
    $725M
  12. 6436
    Bridge Capital AdvisorsHouston, TX · 9 clientsAsset manager
    No custodian reported
    $725M
  13. 6437
    The Patten Group, Inc.Chattanooga, TN · 459 clientsWealth manager
    Schwab 57%Pershing 43%
    $725M
  14. 6438
    Parker Investment Management, LLC331 clientsWealth manager
    No custodian reported
    $725M
  15. 6439
    Colton Groome Financial Advisors, LLCAsheville, NC · 362 clientsWealth manager
    Schwab 65%Fidelity 35%
    $725M
  16. 6440
    Trunorth Capital Management, LLCKalamazoo, MI · 356 clientsWealth manager
    Schwab 100%
    $725M
  17. 6441
    Wealthstar Advisors, LLCPlano, TX · 453 clientsWealth managerWrap sponsor
    Fidelity 100%
    $724M
  18. 6442
    Meridian Investment Counsel, Inc.187 clientsWealth manager
    Schwab 100%
    $723M
  19. 6443
    The Cypress Funds LLCLos Angeles, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $723M
  20. 6444
    3fourteen & SMI Advisory Services, LLCColumbus, IN · 2 clientsAsset manager
    No custodian reported
    $723M
  21. 6446
    Minichmacgregor Wealth Management, LLCSaratoga Springs, NY · 928 clientsWealth manager
    Schwab 100%
    $723M
  22. 6447
    Global Wealth Management Investment Advisory, Inc.Fort Lauderdale, FL · 1,667 clientsWealth managerWrap sponsor
    Fidelity 100%
    $723M
  23. 6448
    Clear Creek AdvisorsDenver, CO · 483 clientsWealth manager
    Schwab 100%
    $722M
  24. 6449
    Jmac Enterprises LLCNewtown, PA · 183 clientsWealth managerWrap sponsor
    TradePMR / Robinhood 61%Fidelity 39%
    $722M
  25. 6450
    Optimized Investment Partners, LLC33 clientsAsset manager
    No custodian reported
    $722M
  26. 6451
    Bitwise Investment Manager, LLCSan Francisco, CA · 14 clientsAsset manager
    No custodian reported
    $722M
  27. 6452
    Union Capital Associates, L.P.Greenwich, CT · 5 clientsPrivate fund adviser
    No custodian reported
    $722M
  28. 6453
    The Brydon GroupWashington, D.C., DC · 3 clientsPrivate fund adviser
    No custodian reported
    $722M
  29. 6454
    Decagon Asset Management (US) LPNew York, NY · 5 clientsAsset manager
    Goldman Sachs 48%UBS 37%
    $721M
  30. 6456
    RS Crum Inc.Newport Beach, CA · 332 clientsWealth manager
    Schwab 100%
    $721M
  31. 6457
    Parkergale, LLCChicago, IL · 3 clientsPrivate fund adviser
    No custodian reported
    $719M
  32. 6458
    Doliver Advisors, L.P.Houston, TX · 237 clientsWealth manager
    Schwab 86%
    $718M
  33. 6459
    Versor Investments LPNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $718M
  34. 6460
    Towercrest Capital Management, LLCNewtown, PA · 84 clientsAsset manager
    Fidelity 100%
    $718M
  35. 6461
    SaagaMiami, FL · 22 clientsWealth manager
    No custodian reported
    $717M
  36. 6464
    Medina Value Partners, LLCLos Angeles, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $717M
  37. 6465
    Dopkins Wealth Management, LLCWilliamsville, NY · 312 clientsWealth manager
    Schwab 100%
    $717M
  38. 6466
    Millennium Bridge CapitalDenver, CO · 6 clientsPrivate fund adviser
    No custodian reported
    $717M
  39. 6467
    Pascal Investment Advisers SANyon, Switzerland · 5 clientsAsset manager
    Citi 100%
    $717M
  40. 6468
    Taiber, Kosmala & Associates, LLCChicago, IL · 16 clientsAsset manager
    Schwab 100%
    $717M

RIAs by state