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Est. 2026The front page of wealth managementNew York

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WT Ep. 368: October 2026 WealthTech NewsFP Survey: Firms commit to marketing but aren't tracking the resultsFP High mortgage rates complicate the case for paying cash for a homeIN Advisor moves: Raymond James lands $700M Truist duo in FloridaFP Ask an Advisor: What non-AUM metrics do you use to measure your firm's success?SEC SEC Issues Exemptive Relief from Treasury Clearing Requirements for Certain Inter-Affiliate and Non-U.S. Repo TransactionsWM Wealth Firms Urge Patience on Anthropic IPOIN Schwab IMPACT 2026 full conference coverageWM Snowden Lane Settles SEC Charges Over Fee DisclosuresIN RIA M&A could hit an all-time high in 2026, says FP Transitions
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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. 10176
    Maner WealthLansing, MI · 492 clientsWealth manager
    Schwab 70%Fidelity 30%
    $299M
  2. 10177
    Greenhaven Road Investment Management, LPGreenwich, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $299M
  3. 10178
    Polpo Capital Management LLC4 clientsPrivate fund adviser
    BNY 100%
    $299M
  4. 10179
    Stonepath Wealth ManagementTraverse City, MI · 606 clientsWealth manager
    Raymond James 100%
    $299M
  5. 10180
    MQS Management, LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $299M
  6. 10181
    Peterson Financial Group, Inc.Des Moines, IA · 522 clientsWealth managerWrap sponsor
    Fidelity 100%
    $299M
  7. 10182
    Hamrick Investment Counsel, LLCSeattle, WA · 101 clientsWealth manager
    No custodian reported
    $299M
  8. 10183
    Kovalcik & Geraghty Wealth Partners LLPUpper Arlington, OH · 277 clientsWealth manager
    Raymond James 100%
    $299M
  9. 10184
    Villafranco Wealth Management76 clientsAsset manager
    Schwab 100%
    $299M
  10. 10185
    Gatepass Capital, LLCIndependence, OH · 167 clientsWealth manager
    Schwab 60%Fidelity 37%
    $299M
  11. 10186
    Genesia Investments LLCAsset manager
    Fidelity 79%
    $299M
  12. 10188
    Dovetail Financial Group LLCWilmington, NC · 342 clientsWealth manager
    Raymond James 71%Schwab 29%
    $299M
  13. 10189
    Roubaix Capital, LLCDenver, CO · 4 clientsPrivate fund adviser
    Goldman Sachs 100%
    $299M
  14. 10190
    Search Fund Accelerator, LLCNew Orleans, LA · 8 clientsPrivate fund adviser
    No custodian reported
    $299M
  15. 10191
    Physician Wealth Solutions109 clientsWealth manager
    Schwab 100%
    $299M
  16. 10192
    Osmosis Investment Management US LLCLondon, United Kingdom · 3 clientsAsset manager
    BNY 100%
    $299M
  17. 10193
    Aqua Advisors LLC51 clientsWealth manager
    Citi 32%
    $299M
  18. 10194
    Veneroso Wealth ManagementWoodbury, NY · 362 clientsWealth manager
    Schwab 100%
    $299M
  19. 10195
    Crescent Hill Partners LLCSaratoga Springs, NY · 185 clientsWealth manager
    Fidelity 100%
    $299M
  20. 10196
    Core Capital Management and Research Inc.Houston, TX · 269 clientsAsset manager
    No custodian reported
    $299M
  21. 10198
    Avid Wealth Partners, LLCSan Antonio, TX · 246 clientsWealth manager
    Fidelity 100%
    $299M
  22. 10200
    Bowers Wealth Management, Inc.Glenbrook, NV · 170 clientsWealth manager
    Fidelity 100%
    $299M
  23. 10201
    Sarissa Capital Management LPGreenwich, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $298M
  24. 10202
    Trend Trade Pro, LLCPasadena, CA · 161 clientsAsset manager
    No custodian reported
    $298M
  25. 10203
    Kailasa Capital Management LLCPittsburgh, PA · 130 clientsWealth manager
    Fidelity 100%
    $298M
  26. 10204
    Unison Asset Management LLCAventura, FL · 28 clientsPrivate fund adviser
    J.P. Morgan 62%
    $298M
  27. 10205
    Interwealth Management, LLCScottsdale, AZ · 278 clientsWealth manager
    Fidelity 100%
    $298M
  28. 10207
    Innovative Asset Advisors GroupShelton, CT · 373 clientsWealth manager
    Schwab 68%SEI 32%
    $298M
  29. 10208
    Wrenne Financial Planning LLC428 clientsWealth manager
    Schwab 100%
    $298M
  30. 10210
    Avos Capital Management, LLCDarien, CT · 51 clientsWealth manager
    Schwab 57%Interactive Brokers 43%
    $298M
  31. 10211
    Stern Capital Management, Inc.Old Bridge, NJ · 656 clientsWealth manager
    Schwab 100%
    $298M
  32. 10212
    Sterling Bay Capital Advisers, LLCChicago, IL · 12 clientsPrivate fund adviser
    No custodian reported
    $298M
  33. 10213
    Mercator PartnersPrinceton, NJ · 3 clientsPrivate fund adviser
    No custodian reported
    $298M
  34. 10214
    Ananym Capital Management, LPNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $298M
  35. 10217
    OpinicusTampa, FL · 257 clientsWealth manager
    LPL Financial 100%
    $297M
  36. 10218
    Tandemgrowth Financial Advisors, LLCAlpharetta, GA · 202 clientsWealth manager
    Fidelity 100%
    $297M
  37. 10219
    Calder Financial GroupAda, MI · 544 clientsWealth manager
    Fidelity 100%
    $297M
  38. 10220
    Caissa Wealth StrategiesBloomington, MN · 153 clientsWealth manager
    Schwab 100%
    $297M
  39. 10222
    Pring TurnerAlamo, CA · 190 clientsWealth manager
    Schwab 100%
    $297M
  40. 10223
    Beacon Financial Advisors LTDHouston, TX · 86 clientsWealth manager
    Schwab 100%
    $297M

RIAs by state