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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. 10321
    Hmount Asset Management (HK) LimitedHong Kong, Hong Kong · 2 clientsPrivate fund adviser
    No custodian reported
    $290M
  2. 10322
    Aspire Wealth ArchitectsWexford, PA · 137 clientsWealth manager
    Schwab 100%
    $290M
  3. 10323
    Mbia Capital AdvisorsCincinnati, OH · 258 clientsWealth manager
    Schwab 45%UBS 36%
    $290M
  4. 10324
    Fox Hill Wealth ManagementDedham, MA · 410 clientsWealth manager
    Schwab 93%
    $290M
  5. 10325
    Gimbal Financial, LLCCarmel, IN · 388 clientsWealth managerWrap sponsor
    Fidelity 100%
    $290M
  6. 10326
    Retirement Portfolios, LLCLawrence, KS · 245 clientsWealth manager
    Altruist 100%
    $290M
  7. 10327
    Full Financial Inc.264 clientsWealth manager
    Schwab 94%
    $290M
  8. 10328
    Cifc Private Credit Management LLCMiami, FL · 3 clientsPrivate fund adviser
    No custodian reported
    $290M
  9. 10329
    Legacy Wealth Management Group, Inc.Lynchburg, VA · 991 clientsWealth managerWrap sponsor
    LPL Financial 59%SEI 41%
    $290M
  10. 10330
    Pomona Wealth Management, LLC41 clientsAsset manager
    Schwab 72%Fidelity 25%
    $290M
  11. 10331
    Orser Capital Management LLCSouthlake, TX · 141 clientsWealth manager
    Schwab 100%
    $290M
  12. 10332
    LitfundMill Valley, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $290M
  13. 10333
    One Stone Partners L.L.C.Miami, FL · 9 clientsPrivate fund adviser
    No custodian reported
    $290M
  14. 10334
    Bluefin FinancialMoorestown, NJ · 331 clientsWealth manager
    Schwab 100%
    $290M
  15. 10335
    Fayerweather Management, LLCCambridge, MA · 2 clientsPrivate fund adviser
    No custodian reported
    $290M
  16. 10336
    Hiley Hunt Wealth Management, Inc.Omaha, NE · 265 clientsWealth manager
    Schwab 100%
    $290M
  17. 10337
    Watchtower Advisors, LPOld Greenwich, CT · 2 clientsPrivate fund adviser
    No custodian reported
    $289M
  18. 10338
    Family CFO Inc53 clientsWealth manager
    Schwab 100%
    $289M
  19. 10339
    Grant Koehler & Levin LTD.191 clientsWealth manager
    Fidelity 100%
    $289M
  20. 10340
    Alcova Capital Management LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $289M
  21. 10342
    Aifam Group LLCRye, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $289M
  22. 10344
    Champion Hill Labs, LLC26 clientsPrivate fund adviser
    No custodian reported
    $289M
  23. 10345
    Arba Credit Management, L.P.Conshohocken, PA · 2 clientsPrivate fund adviser
    No custodian reported
    $289M
  24. 10346
    North Star Advisory Group, LLCBeachwood, OH · 484 clientsWealth manager
    Schwab 88%
    $289M
  25. 10348
    PFG Private Wealth Management, LLCLutz, FL · 478 clientsWealth manager
    Schwab 100%
    $289M
  26. 10349
    Impactfolio LLCDenver, CO · 127 clientsWealth manager
    Schwab 100%
    $289M
  27. 10350
    Chatham CapitalAtlanta, GA · 6 clientsPrivate fund adviser
    No custodian reported
    $289M
  28. 10351
    Power Innovation Partners, L.P.New York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $289M
  29. 10352
    Greenhouse Wealth Management, LLCWestport, CT · 71 clientsWealth manager
    Schwab 100%
    $289M
  30. 10353
    Acadia Infrastructure Capital LPNew York, NY · 2 clientsAsset manager
    No custodian reported
    $289M
  31. 10354
    Yellowstone Capital PartnersGainesville, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $289M
  32. 10355
    Philip Vongontard, CFA, LLCSt.louis, MO · 55 clientsWealth manager
    Schwab 100%
    $289M
  33. 10356
    GF Capital Asset Advisors, LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $288M
  34. 10357
    Financial Guidance Group, Inc.296 clientsWealth manager
    Shareholders Service Group 100%
    $288M
  35. 10358
    Oak Harbor Wealth Partners269 clientsWealth manager
    Schwab 100%
    $288M
  36. 10359
    Ridgepost Capital Advisors, LLCDallas, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $288M
  37. 10361
    Palisade InfrastructureNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $288M
  38. 10363
    Echo Wealth Management, LLCPlymouth, MN · 144 clientsWealth manager
    Schwab 100%
    $288M
  39. 10364
    Innova Wealth Partners, LLCNewtown, PA · 521 clientsWealth manager
    Schwab 100%
    $288M
  40. 10365
    Kanani Advisory Group Inc.Irvine, CA · 598 clientsWealth manager
    Fidelity 75%Schwab 25%
    $288M

RIAs by state