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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. 10885
    Braeburn Wealth Management, LLCMuskegon, MI · 454 clientsWealth manager
    Fidelity 100%
    $259M
  2. 10886
    Private Wealth Consulting, LLC143 clientsWealth manager
    Schwab 100%
    $259M
  3. 10887
    Cohen Investment Advisors, LLCBedford, NH · 251 clientsWealth manager
    Pershing 100%
    $259M
  4. 10888
    Global Financial Advisory Services, Inc.Valencia, CA · 296 clientsWealth manager
    Schwab 100%
    $259M
  5. 10889
    Elevation Wealth Management179 clientsWealth manager
    Fidelity 100%
    $259M
  6. 10890
    Ishara Investments LPLos Angeles, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $259M
  7. 10891
    Davis Capital ManagementJacksonville, FL · 232 clientsWealth manager
    Schwab 100%
    $259M
  8. 10892
    Kure Advisory, LLCPlymouth, MN · 401 clientsWealth manager
    Schwab 100%
    $259M
  9. 10893
    Incline Global Management, LLCNew York, NY · 4 clientsPrivate fund adviser
    Marex Capital Markets 100%
    $259M
  10. 10894
    AN Exceptional Life Financial, LLCIndianapolis, IN · 378 clientsWealth manager
    Fidelity 80%
    $259M
  11. 10895
    Revel Wealth ManagementElmwood Park, NJ · 49 clientsWealth manager
    Schwab 100%
    $259M
  12. 10897
    Northern Lights Advisors, Inc.Seattle, WA · 123 clientsWealth manager
    Schwab 100%
    $259M
  13. 10899
    Corinthian Capital Group, LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $259M
  14. 10900
    GK Wealth Management LLCReno, NV · 534 clientsWealth manager
    Schwab 100%
    $259M
  15. 10902
    Shaker InvestmentsBeachwood, OH · 130 clientsWealth manager
    Schwab 100%
    $259M
  16. 10903
    Triton Financial Group, IncOklahoma City, OK · 313 clientsWealth manager
    Schwab 100%
    $259M
  17. 10904
    Ables, Iannone, Moore & Associates, Inc.Savannah, GA · 409 clientsWealth manager
    Pershing 100%
    $259M
  18. 10905
    Financial Institution Services, LLC332 clientsWealth manager
    Fidelity 100%
    $259M
  19. 10908
    AFT, Forsyth and Company, Inc.Jupiter, FL · 71 clientsWealth manager
    Schwab 100%
    $259M
  20. 10911
    Geosphere Capital Management, LLCMiami Beach, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $258M
  21. 10912
    Bush Wealth ManagementValdosta, GA · 496 clientsWealth manager
    Schwab 100%
    $258M
  22. 10914
    Horizons Wealth ManagementAsheville, NC · 286 clientsWealth manager
    Schwab 100%
    $258M
  23. 10915
    Koenig Investment Advisory, LLCAshland, OR · 293 clientsWealth manager
    Schwab 100%
    $258M
  24. 10917
    Profits Plus Capital Management, LLCNampa, ID · 1 clientsPrivate fund adviser
    No custodian reported
    $258M
  25. 10918
    Pluscios Management LLCEvanston, IL · 6 clientsPrivate fund adviser
    No custodian reported
    $258M
  26. 10919
    Malvern Capital ManagementMalvern, PA · 133 clientsWealth manager
    Fidelity 88%
    $258M
  27. 10920
    Kamichu Wealth Management LLC20 clientsWealth manager
    Fidelity 100%
    $258M
  28. 10921
    Village Wealth AdvisorsWestlake Village, CA · 240 clientsWealth manager
    Schwab 100%
    $258M
  29. 10922
    HEP Partners LLCDallas, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $258M
  30. 10924
    MA Asset Management, LLCIrvington, NY · 4 clientsAsset manager
    No custodian reported
    $258M
  31. 10925
    Kuramo Capital Management, LLCNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $258M
  32. 10926
    Genrock Capital Management, LPPalm Beach, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $258M
  33. 10927
    Carbahal Olsen Financial Services Group LLCDavis, CA · 244 clientsWealth manager
    Fidelity 100%
    $258M
  34. 10929
    Bias InvestorsHamilton, Bermuda · 202 clientsBroker-dealer firm
    No custodian reported
    $257M
  35. 10930
    IKE Capital, LLC110 clientsWealth manager
    Fidelity 92%
    $257M
  36. 10931
    Clarity Asset Management, Inc.Ames, IA · 271 clientsWealth manager
    Fidelity 100%
    $257M
  37. 10932
    GLD Advisors, LLCMiami Beach, FL · 1 clientsPrivate fund adviser
    No custodian reported
    $257M
  38. 10933
    103 Advisory GroupChicago, IL · 89 clientsWealth manager
    Schwab 100%
    $257M
  39. 10934
    Dogwood Wealth Management, LLCLenexa, KS · 233 clientsWealth manager
    No custodian reported
    $257M
  40. 10936
    Center for Asset Management, LLCPalm Beach Gardens, FL · 284 clientsWealth manager
    Fidelity 100%
    $257M

RIAs by state