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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. 10937
    Tingey Financial Group Inc.150 clientsWealth manager
    Schwab 100%
    $257M
  2. 10938
    New Millennium GroupSandy, UT · 895 clientsWealth manager
    Fidelity 100%
    $257M
  3. 10939
    Texas Family Wealth, LLCFriendswood, TX · 1,072 clientsWealth managerWrap sponsor
    Raymond James 100%
    $257M
  4. 10940
    Independent Access Partners, LLCHunt Valley, MD · 18 clientsPrivate fund adviser
    No custodian reported
    $257M
  5. 10941
    Red Spruce Capital, LLCBerwyn, PA · 143 clientsWealth manager
    Altruist 100%
    $257M
  6. 10942
    Financial Advisory Services, LLCHanover, PA · 298 clientsWealth manager
    Schwab 100%
    $257M
  7. 10943
    RD Lewis Wealth ManagementMaitland, FL · 451 clientsWealth manager
    LPL Financial 73%Vanguard 27%
    $257M
  8. 10944
    Stone Pine Financial PartnersMedia, PA · 202 clientsWealth manager
    Schwab 100%
    $257M
  9. 10945
    Frontaura Capital LLCChicago, IL · 2 clientsPrivate fund adviser
    No custodian reported
    $257M
  10. 10946
    Prospect Hill Management, LLC39 clientsWealth manager
    Schwab 59%Morgan Stanley 29%
    $257M
  11. 10948
    6th Street Advisors, LLCDaphne, AL · 295 clientsWealth manager
    Schwab 100%
    $257M
  12. 10949
    Vienna Asset Management LLCSaratoga, CA · 134 clientsWealth manager
    Schwab 100%
    $257M
  13. 10950
    Delarme Wealth Management, Inc.Palos Verdes Estates, CA · 168 clientsWealth manager
    Raymond James 70%Schwab 30%
    $257M
  14. 10951
    AviceneNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $256M
  15. 10952
    Estate & Trust AdvisorsRiverwoods, IL · 175 clientsWealth manager
    Schwab 100%
    $256M
  16. 10954
    Zephyr Management, L.P.New York, NY · 34 clientsPrivate fund adviser
    No custodian reported
    $256M
  17. 10955
    Argo Wealth Advisory, LLCMcLean, VA · 99 clientsWealth manager
    Raymond James 100%
    $256M
  18. 10957
    Alpha Advisors, LLCRichmond, VA · 116 clientsWealth manager
    Fidelity 100%
    $256M
  19. 10958
    Fairview Partners Investment Management LLCSeattle, WA · 10 clientsPrivate fund adviser
    No custodian reported
    $256M
  20. 10959
    Casilio Leitch InvestmentsWalnut Creek, CA · 220 clientsWealth manager
    Fidelity 100%
    $256M
  21. 10960
    Fairview Asset Management LLCSan Juan, PR · 10 clientsPrivate fund adviser
    No custodian reported
    $256M
  22. 10963
    Donald Smith, L.P.New York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $256M
  23. 10964
    Sonoma West Advisors60 clientsWealth manager
    No custodian reported
    $256M
  24. 10966
    Capital Z Asset Management, LLC1 clientsPrivate fund adviser
    No custodian reported
    $256M
  25. 10968
    Muirfield Wealth Advisors LLCCharlotte, NC · 143 clientsWealth manager
    Raymond James 100%
    $256M
  26. 10969
    Krusen Capital Management, LLCWest Palm Beach, FL · 140 clientsAsset manager
    No custodian reported
    $256M
  27. 10970
    Winona Capital Management, LLCChicago, IL · 7 clientsPrivate fund adviser
    No custodian reported
    $256M
  28. 10971
    Delaware Wealth PlannersWilmington, DE · 126 clientsWealth manager
    SEI 85%
    $256M
  29. 10972
    Releve Financial GroupScottsdale, AZ · 321 clientsWealth managerWrap sponsor
    Schwab 100%
    $256M
  30. 10973
    InceptivCulver City, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $256M
  31. 10974
    Cwci LLCWashington, DC · 5 clientsPrivate fund adviser
    No custodian reported
    $256M
  32. 10975
    Sound Investment Management IncTualatin, OR · 140 clientsWealth manager
    No custodian reported
    $256M
  33. 10976
    SMP Asset Management, LLC1 clientsPrivate fund adviser
    No custodian reported
    $255M
  34. 10977
    International Private Wealth Advisors LLCSan Diego, CA · 389 clientsWealth manager
    Fidelity 61%Schwab 39%
    $255M
  35. 10978
    Sorenson Impact AdvisorySalt Lake City, UT · 8 clientsAsset manager
    Fidelity 100%
    $255M
  36. 10979
    Secured Retirement Advisors, LLCSt Louis Park, MN · 602 clientsWealth manager
    Schwab 100%
    $255M
  37. 10980
    Garrison Murphy Wealth Management, LLC29 clientsWealth manager
    Fidelity 100%
    $255M
  38. 10981
    PathwiseWalnut Creek, CA · 142 clientsWealth manager
    Schwab 100%
    $255M
  39. 10982
    Grant Private Wealth ManagementPleasanton, CA · 238 clientsWealth manager
    Schwab 100%
    $255M
  40. 10983
    Acap Asset Management, Inc.Studio City, CA · 164 clientsWealth manager
    Schwab 89%
    $255M

RIAs by state