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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. 6570
    Wembley Strategic Advisory LLCNew York, NY · 11 clientsWealth manager
    J.P. Morgan 83%
    $695M
  2. 6571
    Optimum Quantvest CorporationDallas, TX · 13 clientsAsset manager
    PNC 69%Comerica Bank 31%
    $695M
  3. 6572
    Mayport Wealth Management152 clientsWealth manager
    Schwab 61%Fidelity 39%
    $695M
  4. 6574
    Value Holdings Management Co. LLC2 clientsPrivate fund adviser
    No custodian reported
    $695M
  5. 6575
    Blueshift Asset ManagementRed Bank, NJ · 7 clientsAsset manager
    Morgan Stanley 92%
    $694M
  6. 6576
    William Joseph Capital Management, Inc.Bristol, CT · 1,879 clientsWealth managerWrap sponsor
    Assetmark Trust 97%
    $694M
  7. 6577
    ICV Partners, LLCMiami, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $694M
  8. 6578
    Black Swift Group, LLCBoulder, CO · 406 clientsWealth manager
    Pershing 100%
    $694M
  9. 6580
    Cogenuity Partners, LLCSan Francisco, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $694M
  10. 6582
    Cambridge Advisors IncOmaha, NE · 287 clientsWealth manager
    Schwab 100%
    $694M
  11. 6584
    Skyoak WealthSouthfield, MI · 450 clientsWealth manager
    Schwab 100%
    $693M
  12. 6585
    Covenant Asset Management, LLCChester, NJ · 665 clientsWealth manager
    Schwab 100%
    $693M
  13. 6586
    Eichner Investment Planning, LLCCincinnati, OH · 26 clientsWealth manager
    Schwab 100%
    $692M
  14. 6587
    Madrona Financial & CpasEverett, WA · 689 clientsWealth manager
    Fidelity 100%
    $692M
  15. 6588
    Unio Capital LLCPrinceton, NJ · 115 clientsAsset manager
    Schwab 45%Northern Trust 28%BNY 27%
    $691M
  16. 6589
    Ramsey Quantitative Systems, Inc.Louisville, KY · 3 clientsPrivate fund adviser
    SG Americas Securities 100%
    $691M
  17. 6590
    Westchester Capital Management IncOmaha, NE · 469 clientsWealth manager
    Schwab 100%
    $691M
  18. 6591
    Park Road Partners LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $691M
  19. 6593
    TRP Capital Advisors V, LLCBirmingham, MI · 14 clientsPrivate fund adviser
    No custodian reported
    $691M
  20. 6596
    Sageone Investment Managers LLPPune, India · 1,113 clientsAsset manager
    Nuvama Wealth and Investment Limited 100%
    $691M
  21. 6597
    Milestone Asset Management, LLCPittsburgh, PA · 1,359 clientsWealth manager
    Schwab 100%
    $691M
  22. 6599
    Newpoint Real Estate Investment Management LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $690M
  23. 6600
    West Branch Capital LLCAmherst, MA · 372 clientsWealth manager
    Fidelity 78%Schwab 22%
    $690M
  24. 6601
    Family Investment CenterSaint Joseph, MO · 894 clientsWealth manager
    Schwab 100%
    $689M
  25. 6602
    Intervest Capital Partners LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $689M
  26. 6604
    Anchyra Partners LLCAtlanta, GA · 40 clientsWealth manager
    Schwab 100%
    $689M
  27. 6607
    9yards Capital Management LPNew York, NY · 31 clientsPrivate fund adviser
    No custodian reported
    $688M
  28. 6608
    Keenan Capital, LLCBurlingame, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $688M
  29. 6609
    Siharum Advisors, LLCBoston, MA · 101 clientsWealth manager
    Fidelity 43%Fiduciary Trust 35%
    $687M
  30. 6610
    Atwater MalickLancaster, PA · 297 clientsWealth manager
    Fidelity 46%Schwab 35%
    $687M
  31. 6611
    Alliance Advisory & Securities, LLCWestlake Village, CA · 675 clientsWealth manager
    Fidelity Distributors Company 100%
    $687M
  32. 6612
    Smart Wealth, LLCOmaha, NE · 1,012 clientsWealth manager
    Fidelity 89%
    $686M
  33. 6614
    Marotta Wealth Management, Inc.Charlottesville, VA · 366 clientsWealth manager
    Schwab 100%
    $686M
  34. 6615
    MA Private Wealth, LLCSan Carlos, CA · 366 clientsWealth managerWrap sponsor
    Fidelity 100%
    $686M
  35. 6616
    SER Capital Partners Management, LPRedwood City, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $686M
  36. 6617
    Thayer Partners LLC373 clientsWealth manager
    Schwab 100%
    $686M
  37. 6618
    Topspin Management Company LBO LLCMamaroneck, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $686M
  38. 6619
    Indie Asset Partners, LLCCarmel, IN · 313 clientsWealth manager
    Schwab 100%
    $685M
  39. 6620
    Precedent Wealth Partners, LLCHouston, TX · 201 clientsWealth manager
    Fidelity 52%Schwab 48%
    $685M
  40. 6621
    Sandy Cove Advisors, LLCHingham, MA · 278 clientsWealth manager
    Fidelity 88%
    $685M

RIAs by state