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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. 10780
    Gordian Advisors, LLCTucson, AZ · 103 clientsWealth manager
    Schwab 100%
    $265M
  2. 10782
    Cornerstone AdvisorsTopeka, KS · 470 clientsWealth manager
    Schwab 100%
    $265M
  3. 10783
    Bright Wealth Management, LLCLewisville, TX · 180 clientsWealth manager
    Schwab 100%
    $265M
  4. 10784
    Kize Capital LPNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $265M
  5. 10785
    Dayah Capital LLCStamford, CT · 7 clientsPrivate fund adviser
    No custodian reported
    $265M
  6. 10787
    Sender Company & Partners, Inc.New York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $265M
  7. 10788
    Evergreen Private WealthGreenwood Village, CO · 170 clientsWealth managerWrap sponsor
    Fidelity 99%
    $265M
  8. 10789
    Birch Financial GroupKeene, NH · 192 clientsWealth manager
    Altruist 90%
    $265M
  9. 10790
    Vantage Wealth PlanningReno, NV · 406 clientsWealth manager
    Schwab 100%
    $265M
  10. 10791
    C.W. O'conner Wealth Advisors, Inc.Duluth, GA · 135 clientsWealth manager
    Fidelity 100%
    $265M
  11. 10793
    Imperium Wealth Management, LLCSan Antonio, TX · 186 clientsWealth managerWrap sponsor
    Schwab 100%
    $265M
  12. 10794
    Wyze Wealth Advisors, LLCCanonsburg, PA · 138 clientsWealth manager
    Schwab 100%
    $265M
  13. 10795
    Fuller Investment Management CompanyPasadena, CA · 73 clientsPrivate fund adviser
    Schwab 100%
    $264M
  14. 10797
    Patricof CoNew York, NY · 35 clientsPrivate fund adviser
    No custodian reported
    $264M
  15. 10798
    ROI FinancialBeaverton, OR · 283 clientsWealth manager
    Schwab 100%
    $264M
  16. 10799
    Optimus Capital Advisors, LLCCoppell, TX · 194 clientsWealth manager
    Schwab 100%
    $264M
  17. 10801
    Wallace Hart Capital ManagementLexington, KY · 230 clientsWealth manager
    Raymond James 100%
    $264M
  18. 10802
    Hudson Canyon Capital ManagementNew York, NY · 4 clientsAsset manager
    No custodian reported
    $264M
  19. 10804
    Arka Capital A.M. LTDAsset manager
    No custodian reported
    $264M
  20. 10805
    Welch Investment Group, LLCGrants Pass, OR · 405 clientsWealth manager
    Schwab 100%
    $264M
  21. 10807
    Guidestream Financial, Inc.Spring Arbor, MI · 882 clientsWealth manager
    Pershing 100%
    $263M
  22. 10808
    Myecfo187 clientsWealth manager
    Schwab 100%
    $263M
  23. 10809
    Chokshi & Queen Wealth AdvisorsSan Diego, CA · 682 clientsWealth manager
    Schwab 100%
    $263M
  24. 10811
    Millbank Dartmoor Portsmouth LLCAsheville, NCAsset manager
    BNY 100%
    $263M
  25. 10812
    Gallagher Capital Advisors, LLC302 clientsWealth manager
    Schwab 100%
    $263M
  26. 10813
    Crestwood Capital Management, L.P.New York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $263M
  27. 10814
    JC Capital Advisors Group LLCStamford, CT · 215 clientsWealth manager
    No custodian reported
    $263M
  28. 10815
    Cibra Capital LLC3 clientsPrivate fund adviser
    No custodian reported
    $263M
  29. 10816
    Coastal Investment Company, LLCWinter Park, FL · 41 clientsPrivate fund adviser
    No custodian reported
    $263M
  30. 10817
    Lewis & Clark Partners, LLCSt. Louis, MO · 8 clientsPrivate fund adviser
    No custodian reported
    $263M
  31. 10818
    Nerdwallet Wealth Partners, LLCNew York, NY · 694 clientsWealth managerPublic-company owned
    Schwab 100%
    $263M
  32. 10820
    Semus Wealth Partners, LLCBoca Raton, FL · 147 clientsWealth managerWrap sponsor
    Schwab 100%
    $263M
  33. 10821
    Salus Financial Advisors365 clientsWealth manager
    Fidelity 86%
    $263M
  34. 10824
    Empery Asset Management, LPNew York City, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $262M
  35. 10825
    Waterstone Financial Advisory LLCFort Myers, FL · 291 clientsWealth manager
    Fidelity 100%
    $262M
  36. 10826
    Stark Wealth Management LLCBethlehem, PA · 531 clientsWealth manager
    SEI 96%
    $262M
  37. 10827
    Private Financial CounselingLos Angeles, CA · 254 clientsWealth manager
    Schwab 100%
    $262M
  38. 10828
    Horizon Financial Services, LLCWinston Salem, NC · 395 clientsWealth manager
    Schwab 100%
    $262M
  39. 10829
    Charleston Financial Advisors, LLCCharleston, SC · 203 clientsWealth manager
    Schwab 100%
    $262M
  40. 10830
    Brucke Financial, Inc.754 clientsWealth manager
    Schwab 100%
    $262M

RIAs by state