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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. 10730
    CSR CapitalDallas, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $269M
  2. 10731
    Byrne Asset Management, LLCKingston, NJ · 168 clientsWealth manager
    Schwab 100%
    $269M
  3. 10732
    Awani Capital Management LPWashington, DC · 1 clientsPrivate fund adviser
    No custodian reported
    $269M
  4. 10733
    Andrews Advisory Associates, LLCHonolulu, HI · 263 clientsWealth manager
    Schwab 88%
    $269M
  5. 10735
    Remora Capital PartnersNashville, TN · 1 clientsAsset manager
    No custodian reported
    $269M
  6. 10736
    Athos Private Wealth LLCHolladay, UT · 146 clientsWealth manager
    Schwab 100%
    $268M
  7. 10737
    Astra Wealth PartnersJersey City, NJ · 138 clientsWealth manager
    Schwab 100%
    $268M
  8. 10738
    Sage Investment Advisers LLCWappingers Falls, NY · 307 clientsWealth managerWrap sponsor
    Schwab 100%
    $268M
  9. 10741
    Karl KapitalSan Francisco, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $268M
  10. 10743
    Invested AdvisorsState College, PA · 283 clientsWealth manager
    Fidelity 85%
    $268M
  11. 10744
    Reliant Investment Partners, LLCPinehurst, NC · 696 clientsWealth manager
    Raymond James 100%
    $268M
  12. 10745
    Viewpoint Capital ManagementSeattle, WA · 125 clientsWealth manager
    Schwab 100%
    $268M
  13. 10747
    Soviero Asset Management, LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $268M
  14. 10748
    Variant Private Wealth LLCTysons, VA · 205 clientsWealth managerWrap sponsor
    Fidelity 100%
    $267M
  15. 10749
    Riverplace Capital Management IncJacksonville, FL · 165 clientsWealth manager
    Schwab 100%
    $267M
  16. 10750
    Matriarch Wealth Management, LLC71 clientsWealth manager
    Schwab 100%
    $267M
  17. 10751
    Retirementadvice | JKAAnaheim, CA · 256 clientsWealth manager
    Schwab 100%
    $267M
  18. 10753
    C.m.bidwell & Associates LTD165 clientsWealth manager
    Schwab 75%First Hawaiian Bank 25%
    $267M
  19. 10754
    Arsenal Capital Advisors LLCConshohocken, PA · 97 clientsWealth manager
    Schwab 90%
    $267M
  20. 10755
    Terra Partners Asset ManagementNaxxar, Malta · 3 clientsPrivate fund adviser
    No custodian reported
    $267M
  21. 10757
    Lionhunter Capital Management LLCNew York, NYWealth manager
    Schwab 100%
    $267M
  22. 10759
    Decathlon Capital Management II, LLCPark City, UT · 4 clientsPrivate fund adviser
    No custodian reported
    $267M
  23. 10760
    Prosser Creek Asset Management LLCCorte Madera, CA · 3 clientsAsset manager
    Fidelity 100%
    $267M
  24. 10761
    Woodside Wealth ManagementSudbury, MA · 110 clientsWealth manager
    Schwab 100%
    $267M
  25. 10763
    Dynamic Wealth Group1 clientsAsset manager
    No custodian reported
    $266M
  26. 10765
    Wisniewski Wealth ManagementDallas, TX · 273 clientsWealth manager
    Schwab 100%
    $266M
  27. 10766
    Tassel Capital Management, IncMatthews, NC · 245 clientsWealth manager
    Fidelity 100%
    $266M
  28. 10767
    Retirement Planology, Inc.Alexandria, VA · 60 clientsAsset manager
    Empower Financial Services 61%
    $266M
  29. 10768
    Garnett Advisors, LLCDenton, TX · 7 clientsAsset manager
    Frost Brokerage Services 61%
    $266M
  30. 10769
    Road Capital Management LP6 clientsPrivate fund adviser
    No custodian reported
    $266M
  31. 10770
    Cerda Munoz Advisors, IncWhittier, CA · 675 clientsWealth manager
    Schwab 100%
    $266M
  32. 10771
    Brentview Investment Management, LLCRosemont, IL · 309 clientsAsset manager
    No custodian reported
    $266M
  33. 10772
    Raven Music Partners LLCPalm Beach Gardens, FL · 7 clientsPrivate fund adviser
    No custodian reported
    $265M
  34. 10773
    Thinagee Investments Inc.Bethesda, MD · 40 clientsWealth manager
    SEI 51%Schwab 49%
    $265M
  35. 10774
    Bernzott Capital AdvisorsCamarillo, CA · 214 clientsWealth manager
    Fidelity 100%
    $265M
  36. 10775
    Spraker West Wealth Management, IncWinter Park, FL · 144 clientsWealth manager
    Schwab 100%
    $265M
  37. 10776
    Ih2 Advisors & CompanyWilmington, DE · 3 clientsAsset manager
    No custodian reported
    $265M
  38. 10777
    Demeter Tactical Investments Corp.Prospect, KY · 396 clientsWealth manager
    Schwab 100%
    $265M
  39. 10778
    Livello Capital Management LPNew York, NY · 6 clientsPrivate fund adviser
    Goldman Sachs 100%
    $265M
  40. 10779
    The Dala Group, LLCHoffman Estates, IL · 262 clientsWealth managerWrap sponsor
    Schwab 100%
    $265M

RIAs by state