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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. 10367
    Financial Independence, LLCWarwick, RI · 279 clientsWealth manager
    Fidelity 100%
    $288M
  2. 10370
    Factorpoint Planning, LLCPittsford, NY · 141 clientsWealth manager
    Schwab 100%
    $288M
  3. 10371
    Southwest Money Management Inc5 clientsAsset manager
    Stifel 79%
    $288M
  4. 10372
    Grand Central Music3 clientsPrivate fund adviser
    No custodian reported
    $288M
  5. 10375
    One Wealth MAP, LLCLas Vegas, NV · 223 clientsWealth manager
    No custodian reported
    $287M
  6. 10378
    Valtrion Capital Management, LLCFranklin, TN · 188 clientsWealth managerBank-affiliated
    Schwab 57%Fidelity 43%
    $287M
  7. 10379
    Pinnacle Partner Management LLCSeattle, WA · 13 clientsPrivate fund adviser
    No custodian reported
    $287M
  8. 10381
    The Gores Group, LLCBeverly Hills, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $287M
  9. 10382
    Rice Financial Consulting, Inc.Los Gatos, CA · 369 clientsWealth manager
    Schwab 65%Axos 35%
    $287M
  10. 10383
    Kaizen Financial Strategies, LLCPleasanton, CA · 284 clientsWealth managerWrap sponsor
    Schwab 100%
    $287M
  11. 10384
    Teeple Snyder Newsome Wealth & Tax ManagementBrownsburg, IN · 606 clientsWealth manager
    Schwab 100%
    $287M
  12. 10385
    Perini CapitalCarlsbad, NM · 71 clientsPrivate fund adviser
    U.S. Bank 100%
    $287M
  13. 10386
    McBeath Financial GroupNormal, IL · 237 clientsWealth manager
    Schwab 100%
    $287M
  14. 10387
    Pathways Wealth Management, Inc.508 clientsWealth manager
    Fidelity 100%
    $287M
  15. 10388
    GAP Asset Management, LLCSouth Bend, IN · 2 clientsPrivate fund adviser
    No custodian reported
    $287M
  16. 10389
    Lynx Capital Group LTD71 clientsWealth manager
    Fidelity 100%
    $287M
  17. 10390
    Alchemi Wealth, LLCEssex, CT · 1,136 clientsWealth manager
    Schwab 100%
    $287M
  18. 10391
    Skyview Financial Group, LLCPonte Vedra Beach, FL · 362 clientsWealth managerWrap sponsor
    Fidelity Distributors Company 100%
    $287M
  19. 10392
    Otto & Associates, Inc.Norwich, VT · 152 clientsWealth manager
    Schwab 100%
    $287M
  20. 10393
    Vila, LLCSan Francisco, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $287M
  21. 10394
    J.F. Williams Co., Inc.Denver, CO · 144 clientsWealth manager
    Schwab 100%
    $286M
  22. 10395
    Tritonpoint Partners, LLCChevy Chase, MD · 74 clientsWealth manager
    Fidelity 100%
    $286M
  23. 10396
    BAU AdvisorsMiami, FL · 11 clientsPrivate fund adviser
    No custodian reported
    $286M
  24. 10398
    JIM Saulnier & Associates, LLCFort Collins, CO · 184 clientsWealth manager
    Schwab 100%
    $286M
  25. 10399
    Shaker Financial ServicesAnnapolis, MD · 329 clientsWealth manager
    No custodian reported
    $286M
  26. 10400
    Lehrer Financial & Economic Advisory ServicesHouston, TX · 9 clientsAsset manager
    No custodian reported
    $286M
  27. 10401
    Schulhoff & Co IncCincinnati, OH · 90 clientsWealth manager
    Fidelity 100%
    $286M
  28. 10402
    RPC Private Wealth, LLCHinsdale, IL · 331 clientsWealth manager
    Schwab 79%
    $286M
  29. 10403
    JlensNew York, NY · 3 clientsAsset manager
    No custodian reported
    $286M
  30. 10405
    The Holland Group, Retirement Wealth Advisors, LLCClearwater, FL · 755 clientsWealth managerWrap sponsor
    Fidelity 100%
    $286M
  31. 10406
    Synchronous Wealth Advisors LLC61 clientsWealth manager
    Fidelity 100%
    $286M
  32. 10407
    Lotusgroup AdvisorsDenver, CO · 186 clientsWealth manager
    Schwab 100%
    $286M
  33. 10408
    Preston Wealth Advisors, LLC.Reston, VA · 394 clientsWealth manager
    Schwab 100%
    $286M
  34. 10410
    Sanchez Gaunt Capital Management, LLCReno, NV · 830 clientsWealth manager
    Assetmark Brokerage 100%
    $286M
  35. 10411
    Financial Forum, Inc.Spokane, WA · 572 clientsWealth managerWrap sponsor
    Schwab 100%
    $286M
  36. 10412
    Gridiron Partners, LLCWexford, PA · 68 clientsAsset manager
    PNC Bank 49%BNY 36%
    $286M
  37. 10413
    Rivercrest Capital Management LLCFort Worth, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $286M
  38. 10414
    Omnistar Financial Group, Inc.Wilmington, NC · 261 clientsWealth manager
    Fidelity 100%
    $286M
  39. 10415
    Gold Medal Waters, Inc.145 clientsWealth manager
    Altruist 100%
    $286M
  40. 10417
    Integrity Wealth Advisors, Inc.Ventura, CA · 832 clientsWealth manager
    Schwab 100%
    $285M

RIAs by state