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Est. 2026The front page of wealth managementNew York

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RB Schwab RIAs have until Monday to convert exclusively to 'Docusign,' ending paper era, as it deputizes Nevis to help RIAs conquer their onboarding quagmire – and prove AI can fix 'the most painful workflow at any RIA'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 Disclosures
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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. 10619
    CMR Capital Management, LLCPasadena, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $275M
  2. 10620
    Chicago Investment Advisory GroupMokena, IL · 757 clientsWealth manager
    Schwab 100%
    $275M
  3. 10621
    Klaff Realty, LPChicago, IL · 8 clientsPrivate fund adviser
    No custodian reported
    $275M
  4. 10622
    Russell Capital Management, LLCLexington, KY · 299 clientsWealth manager
    Schwab 100%
    $275M
  5. 10623
    Roserock Wealth Management, LLCDallas, TX · 74 clientsWealth manager
    Schwab 100%
    $275M
  6. 10624
    Cushing Capital Partners, LLCDelafield, WI · 199 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $275M
  7. 10626
    Berry Wealth GroupGranbury, TX · 332 clientsWealth manager
    Raymond James 100%
    $275M
  8. 10627
    Lumos Capital Group LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $274M
  9. 10630
    Elite Financial, Inc.Lewiston, ID · 439 clientsWealth manager
    Schwab 90%
    $274M
  10. 10631
    Capasso Planning Partners LLCCharleston, SC · 358 clientsWealth manager
    Schwab 100%
    $274M
  11. 10632
    Mission Hills Financial Advisory LLCSan Diego, CA · 301 clientsWealth manager
    Schwab 100%
    $274M
  12. 10633
    Chronos Wealth Management, L.L.C.Clearwater, FL · 223 clientsWealth manager
    Raymond James 100%
    $274M
  13. 10635
    Private Wealth Group, LLCTampa, FL · 234 clientsWealth manager
    Pershing 100%
    $274M
  14. 10636
    JP Wealth Management, Inc.Mt. Pleasant, SC · 71 clientsWealth manager
    Schwab 100%
    $274M
  15. 10637
    Doceo Wealth, LLCMeridian, ID · 301 clientsWealth manager
    Schwab 100%
    $274M
  16. 10638
    Udine Wealth Management Inc.338 clientsWealth manager
    Interactive Brokers 100%
    $274M
  17. 10639
    James River Asset Management, LLCMidlothian, VA · 420 clientsWealth manager
    Schwab 100%
    $274M
  18. 10640
    Truewealth Financial PartnersBellevue, WA · 156 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $274M
  19. 10641
    Interalpen Partners, LLCOmaha, NE · 9 clientsPrivate fund adviser
    No custodian reported
    $274M
  20. 10642
    Birmingham Capital Management Co IncBirmingham, AL · 80 clientsWealth manager
    No custodian reported
    $274M
  21. 10643
    Chapel Bridge Wealth AdvisorsSan Juan, PR · 25 clientsWealth manager
    Schwab 100%
    $274M
  22. 10644
    Graceada PartnersModesto, CA · 41 clientsAsset manager
    No custodian reported
    $273M
  23. 10647
    Normandy Investment AdvisorsLeawood, KS · 300 clientsWealth manager
    Schwab 100%
    $273M
  24. 10648
    Valor Financial Services, LLCKnoxville, TN · 1,675 clientsWealth manager
    Schwab 100%
    $273M
  25. 10649
    Cardinal Wealth Advisory, LLCMemphis, TN · 103 clientsWealth manager
    No custodian reported
    $273M
  26. 10651
    TFP Management, LLCBettendorf, IA · 660 clientsWealth manager
    Schwab 100%
    $273M
  27. 10652
    Bluestone Wealth Management LLCKeene, NH · 37 clientsWealth manager
    Fidelity 100%
    $273M
  28. 10654
    Conscious Wealth Investments, LLCAtlanta, GA · 115 clientsWealth manager
    Raymond James 100%
    $273M
  29. 10655
    South Shore Capital Advisors, LLCBoston, MA · 96 clientsWealth manager
    Bordier & CIE 47%Schwab 41%
    $273M
  30. 10659
    Nolet Wealth Management, LLCFort Worth, TX · 3 clientsWealth manager
    Schwab 100%
    $273M
  31. 10661
    Alliance Wealth Management Partners LLCKnoxville, TN · 764 clientsWealth managerWrap sponsor
    Fidelity 88%
    $272M
  32. 10662
    Mendel Capital Management, LLCLittle Rock, AR · 170 clientsWealth manager
    Schwab 100%
    $272M
  33. 10664
    46 Peaks Investment Advisory GroupNewtown, PA · 135 clientsWealth manager
    Schwab 100%
    $272M
  34. 10665
    FirstmetricTroy, MI · 48 clientsWealth manager
    Schwab 98%
    $272M
  35. 10666
    Magnolia Private Wealth, LLCPhiladelphia, PA · 176 clientsWealth manager
    Schwab 53%Fidelity 47%
    $272M
  36. 10667
    Parker Financial LLCSilverdale, WA · 304 clientsWealth manager
    Fidelity 100%
    $272M
  37. 10668
    Ryan InvestmentsBasalt, CO · 143 clientsWealth manager
    No custodian reported
    $272M
  38. 10669
    Sound Mark Partners, LLCGreenwich, CT · 2 clientsPrivate fund adviser
    No custodian reported
    $272M
  39. 10670
    Client First Investment Management LLCWest Bend, WI · 608 clientsAsset manager
    Schwab 55%U.S. Bank 45%
    $272M
  40. 10671
    Bull Street AdvisorsSavannah, GA · 109 clientsWealth manager
    Schwab 55%
    $272M

RIAs by state