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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. 6524
    Halter Ferguson Financial IncCarmel, IN · 292 clientsWealth manager
    Schwab 64%Fidelity 36%
    $705M
  2. 6525
    Solidarity Wealth, LLCLehi, UT · 218 clientsWealth managerWrap sponsor
    Pershing 100%
    $704M
  3. 6526
    Bmss Wesson Wealth SolutionsBirmingham, AL · 265 clientsWealth manager
    Schwab 82%
    $704M
  4. 6527
    Propel Venture Partners Management Co.San Carlos, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $704M
  5. 6528
    1 Seed Partners LLCChicago, IL · 13 clientsPrivate fund adviser
    No custodian reported
    $704M
  6. 6529
    Windsor Capital Management, LLCPhoenix, AZ · 543 clientsWealth manager
    Schwab 100%
    $703M
  7. 6530
    CCC Advisors, LLCAustin, TX · 14 clientsPrivate fund adviser
    No custodian reported
    $703M
  8. 6531
    Asset Growth Solutions, LLCScottsdale, AZ · 4 clientsAsset manager
    No custodian reported
    $703M
  9. 6532
    Southeastern Asset Management International (singapore) PTE. LTDSingapore City, Singapore · 4 clientsAsset manager
    Northern Trust 100%
    $703M
  10. 6533
    AR Asset Management, Inc.West Hollywood, CA · 129 clientsWealth manager
    Fidelity 53%Schwab 36%
    $702M
  11. 6534
    Safeguard Investment Advisory Group, LLCCorona, CA · 1,804 clientsWealth manager
    Schwab 54%Fidelity 46%
    $702M
  12. 6535
    Core Wealth Advisors, Inc.Lakeland, FL · 586 clientsWealth manager
    Fidelity 100%
    $702M
  13. 6536
    Olympus Peak Asset Management LP10 clientsPrivate fund adviser
    No custodian reported
    $702M
  14. 6537
    Contravisory Investment Management, Inc.Norwell, MA · 242 clientsWealth manager
    Schwab 100%
    $702M
  15. 6539
    Stillwater Asset Management, LLCStillwater, MN · 8 clientsPrivate fund adviser
    No custodian reported
    $701M
  16. 6540
    Harbour Capital Advisors, LLCTysons Corner, VA · 55 clientsWealth manager
    Pershing 100%
    $701M
  17. 6541
    RPG Family Wealth Advisory, LLCBurlington, MA · 600 clientsWealth manager
    Pershing 69%Fidelity 31%
    $701M
  18. 6542
    Atlas Asset Management LLCGuaynabo, PR · 19 clientsAsset manager
    Schwab 100%
    $701M
  19. 6544
    Entrypoint Capital, LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $700M
  20. 6545
    Lauterbach Financial Advisors, LLCEl Paso, TX · 403 clientsWealth manager
    Schwab 100%
    $700M
  21. 6547
    Aethon Energy ManagementDallas, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $700M
  22. 6548
    Tidemark Management Company LPMenlo Park, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $700M
  23. 6549
    HFM Wealth ManagementWest Hartford, CT · 185 clientsWealth manager
    Schwab 82%
    $700M
  24. 6550
    The Retirement Solution LLCRedmond, WA · 824 clientsWealth manager
    Fidelity 100%
    $699M
  25. 6551
    Tempus Wealth Planning, LLCIrvine, CA · 683 clientsWealth manager
    Schwab 100%
    $699M
  26. 6552
    Broadview Financial Management, LLCWauwatosa, WI · 269 clientsWealth manager
    Fidelity 88%
    $699M
  27. 6553
    Aberdeen Wealth Management LLCLake Bluff, IL · 136 clientsWealth manager
    Schwab 100%
    $699M
  28. 6555
    Grey Fox Wealth Advisors, LLCRockland, DE · 335 clientsWealth manager
    Schwab 100%
    $699M
  29. 6556
    Iron Path Capital, L.P.Charlottesville, VA · 10 clientsPrivate fund adviser
    No custodian reported
    $699M
  30. 6557
    SW Investment Management LLC1 clientsPrivate fund adviser
    No custodian reported
    $699M
  31. 6559
    Acadian Asset ManagementSingapore, Singapore · 2 clientsAsset manager
    No custodian reported
    $698M
  32. 6560
    Hamilton Wealth, LLCLos Angeles, CA · 482 clientsWealth managerWrap sponsor
    Schwab 100%
    $698M
  33. 6561
    ABG ConsultantsCottonwood Heights, UT · 1,885 clientsAsset manager
    Schwab 44%Fidelity 26%
    $697M
  34. 6562
    Diesslin Group, Inc.Fort Worth, TX · 286 clientsWealth manager
    Schwab 100%
    $696M
  35. 6563
    LP Investment Management, LLCDallas, TXAsset manager
    No custodian reported
    $696M
  36. 6564
    Palo Alto Investors LPPalo Alto, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $696M
  37. 6565
    Maximai Investment Partners, LLCCoral Gables, FL · 171 clientsWealth manager
    Schwab 59%Pershing 41%
    $696M
  38. 6566
    Fox RUN Management LLCGreenwich, CT · 2 clientsPrivate fund adviser
    No custodian reported
    $696M
  39. 6567
    Maltese Capital Management, LLCNew York, NY · 7 clientsPrivate fund adviser
    Morgan Stanley 100%
    $696M
  40. 6569
    Dream Capital Advisors, LLCLincolnshire, IL · 31 clientsWealth manager
    No custodian reported
    $695M

RIAs by state