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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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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. 10273
    Wisconsin Capital Management, LLCMadison, WI · 74 clientsWealth manager
    Schwab 100%
    $294M
  2. 10274
    Newmile Capital LLC10 clientsPrivate fund adviser
    U.S. Bank 73%SEI 27%
    $294M
  3. 10275
    Enright, Mollin, Cascio & Ramusevic, Inc.Elmhurst, NY · 111 clientsWealth manager
    Schwab 60%Fidelity 40%
    $294M
  4. 10277
    Trademark Financial Management, LLCBloomington, MN · 458 clientsWealth manager
    Schwab 100%
    $293M
  5. 10278
    Tate Private Wealth AdvisersSacramento, CA · 145 clientsWealth manager
    Schwab 77%Fidelity Distributors Company 23%
    $293M
  6. 10280
    Pelkonen and Associates LLCMelville, NY · 317 clientsWealth manager
    Fidelity 100%
    $293M
  7. 10281
    Greenwich Advisors, LLCGreenwich, CT · 72 clientsWealth manager
    Schwab 45%J.P. Morgan 39%
    $293M
  8. 10282
    Masterton Capital Management, LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $293M
  9. 10283
    22v Asset ManagementNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $293M
  10. 10284
    Blueprint Partners LLCTraverse City, MI · 337 clientsWealth manager
    Schwab 100%
    $293M
  11. 10285
    Kilterhowling LLCBoulder, CO · 207 clientsWealth manager
    Schwab 100%
    $293M
  12. 10286
    Renaissance Venture Capital Management, Inc.Ann Arbor, MI · 5 clientsPrivate fund adviser
    No custodian reported
    $293M
  13. 10287
    Hemming& Wealth Management, Inc.Traverse City, MI · 446 clientsWealth manager
    Fidelity 100%
    $293M
  14. 10288
    Whitebark InvestorsIncline Village, NV · 5 clientsPrivate fund adviser
    No custodian reported
    $292M
  15. 10289
    Hamilton Robinson LLCStamford, CT · 12 clientsPrivate fund adviser
    No custodian reported
    $292M
  16. 10290
    Cornerstone Financial Group,llcOmaha, NE · 349 clientsWealth manager
    Schwab 100%
    $292M
  17. 10291
    Exceptional Wealth & Family OfficeColorado Springs, CO · 206 clientsWealth manager
    Schwab 57%Fidelity 43%
    $292M
  18. 10295
    Five Corners Financial ServicesEaston, MA · 290 clientsWealth manager
    Schwab 100%
    $292M
  19. 10296
    Efinancial Alliance, LLCFranklin, TN · 212 clientsWealth manager
    Schwab 89%
    $292M
  20. 10297
    NEU Wealth Group139 clientsWealth manager
    Schwab 100%
    $292M
  21. 10299
    Madden Advisory Services, Inc.Jacksonville, FL · 335 clientsWealth manager
    Schwab 100%
    $292M
  22. 10300
    Dudley Capital Management LLCMiddleburg, VA · 110 clientsWealth manager
    Fidelity 100%
    $292M
  23. 10301
    McNaughton Wealth Management, LLCSan Diego, CA · 240 clientsWealth manager
    Schwab 100%
    $292M
  24. 10302
    Hatch Cove Capital, LLC3 clientsAsset manager
    Northern Trust 70%U.S. Bank 30%
    $292M
  25. 10303
    Sugar Maple Asset Management, LLCSister Bay, WI · 208 clientsWealth manager
    Fidelity 100%
    $292M
  26. 10304
    The Planning GroupNorthfield, IL · 267 clientsWealth manager
    Schwab 100%
    $291M
  27. 10305
    Millington Financial Advisors, LLCNaperville, IL · 187 clientsWealth manager
    Schwab 100%
    $291M
  28. 10306
    Third EYE Capital Management, LLCMiami Beach, FL · 17 clientsPrivate fund adviser
    Interactive Brokers 100%
    $291M
  29. 10307
    The Ellerson Group IncAnnapolis, MD · 109 clientsWealth manager
    No custodian reported
    $291M
  30. 10308
    Kestrel Partners LLPLondon, United Kingdom · 11 clientsPrivate fund adviser
    BNY 73%Northern Trust 27%
    $291M
  31. 10310
    Epiq Partners, LLCMinneapolis, MN · 93 clientsWealth manager
    Schwab 90%
    $291M
  32. 10311
    InvestbevChicago, IL · 7 clientsPrivate fund adviser
    No custodian reported
    $291M
  33. 10312
    Vivid Wealth Management, LLCWest Des Moines, IA · 434 clientsWealth manager
    Schwab 100%
    $291M
  34. 10313
    Flowering Tree Investment Management PTE. LTD.Singapore, Singapore · 5 clientsPrivate fund adviser
    BNY 100%
    $291M
  35. 10314
    New Rhein Healthcare Investors LLCPhiladelphia, PA · 6 clientsPrivate fund adviser
    No custodian reported
    $291M
  36. 10315
    Accretive Wealth Management, LLCSan Ramon, CA · 220 clientsWealth manager
    Equity Trust 35%Schwab 33%Inspira Financial 33%
    $291M
  37. 10317
    Lockshield Partners, Inc.Glasgow, KY · 1,116 clientsWealth manager
    LPL Financial 100%
    $291M
  38. 10318
    Birks Financial Corp.Herndon, VA · 159 clientsWealth manager
    Schwab 100%
    $291M
  39. 10319
    Godshalk Welsh Capital Management, Inc.Radnor, PA · 110 clientsWealth manager
    Schwab 100%
    $290M
  40. 10320
    Martin Capital Partners, LLCEugene, OR · 507 clientsWealth manager
    Schwab 100%
    $290M

RIAs by state