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Est. 2026The front page of wealth managementNew York

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IN Beyond AUM: the business metrics advisors should audit before 2027IN Asset manager profit margins under pressure as infrastructure costs climbIN Missouri bans advisors from using credential sharing to manage 401(k)sIN Farther taps Google and NASA veterans to sharpen wealthtech usabilityIN Plancorp adds Callie Cox to lead investment strategy and market insightsIN Private credit demand holds firm, but investors are growing cautiousIN Apple's record quarter masks a services slowdown advisors should watchFP Private credit's tax hangover is giving investors buyer's remorseWM Callie Cox Leaves Ritholtz for Plancorp Strategy RoleIN Accelerated Wealth Partners strikes staking deal for $5B Pallas Capital
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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. 12333
    Spice Expeditions, LPWestport, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $196M
  2. 12335
    J.K. Financial, Inc.Dallas, TX · 133 clientsWealth manager
    Schwab 100%
    $196M
  3. 12336
    J2 Capital Management, Inc.Troy, MI · 209 clientsWealth manager
    Schwab 100%
    $196M
  4. 12337
    Balance Capital Partners L.P.Miami, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $196M
  5. 12338
    Tepp Wealth ManagementWestfield, NJ · 149 clientsWealth manager
    Fidelity 100%
    $196M
  6. 12339
    Marvin & Palmer AssociatesWilmington, DE · 7 clientsPrivate fund adviser
    J.P. Morgan 100%
    $196M
  7. 12340
    Stonetree Investment Partners LLCDallas, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $196M
  8. 12341
    Ark Advisors LLCBloomington, IL · 339 clientsWealth manager
    Wells Fargo 86%
    $196M
  9. 12343
    North Ground Capital3 clientsAsset manager
    Merrill / Bank of America 100%
    $196M
  10. 12344
    Charter Wealth ManagementRaleigh, NC · 108 clientsAsset manager
    Schwab 55%Empower Financial Services 45%
    $196M
  11. 12345
    Clark & Stuart IncPortland, ME · 180 clientsWealth manager
    Schwab 100%
    $196M
  12. 12346
    Frazee Investment Consulting, Inc.Memphis, TN · 110 clientsWealth manager
    Schwab 100%
    $196M
  13. 12348
    Plan FinancialFresno, CA · 817 clientsWealth manager
    No custodian reported
    $195M
  14. 12350
    Fort Street Asset Management LLCHonolulu, HI · 30 clientsPrivate fund adviser
    Interactive Brokers 70%Schwab 30%
    $195M
  15. 12352
    Westmark Wealth ManagementPhoenix, AZ · 575 clientsWealth manager
    Fidelity 80%
    $195M
  16. 12354
    Northstar Financial Advisors, Inc.135 clientsWealth manager
    Raymond James 100%
    $195M
  17. 12355
    Monterone Partners LLPLondon, United Kingdom · 8 clientsAsset manager
    Pictet & CIE (europe) S.A. 100%
    $195M
  18. 12356
    FEG Curio Investment Partners, LLCCincinnati, OH · 15 clientsPrivate fund adviser
    Schwab 66%Fidelity 34%
    $195M
  19. 12357
    Emergent Financial Services, LLC.Charlottesville, VA · 246 clientsAsset manager
    Altruist 100%
    $195M
  20. 12359
    Frugal Financial Retirement Plan Services, LLCMobile, AL · 128 clientsAsset manager
    Matrix Trust 100%
    $195M
  21. 12360
    Columbia River Financial GroupVancouver, WA · 278 clientsWealth manager
    Schwab 100%
    $195M
  22. 12361
    Ohiggins Asset Management Inc49 clientsAsset manager
    Vanguard 63%Fidelity 37%
    $195M
  23. 12362
    Bright Path Sports Partners, LLCCleveland, OH · 2 clientsPrivate fund adviser
    No custodian reported
    $195M
  24. 12363
    Cambridge Cape COD Advisors, LLCSandwich, MA · 123 clientsWealth manager
    Fidelity 100%
    $195M
  25. 12364
    Altmore Capital Investment Management, LLCArlington, VA · 11 clientsPrivate fund adviser
    No custodian reported
    $195M
  26. 12365
    Alpha DNA Investment ManagementColumbia, MD · 28 clientsAsset manager
    Schwab 100%
    $195M
  27. 12366
    Michael Traxler Wealth Management, LLCNew Prague, MN · 433 clientsWealth manager
    TradePMR / Robinhood 100%
    $195M
  28. 12367
    Sensible Portfolios, LLC173 clientsWealth manager
    Schwab 87%
    $195M
  29. 12369
    Aeref Management, LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $194M
  30. 12370
    3d Advisor Group, Inc.102 clientsWealth manager
    Schwab 100%
    $194M
  31. 12371
    Liberty Financial Group, Inc.Elm Grove, WI · 238 clientsWealth manager
    Schwab 98%
    $194M
  32. 12373
    Drum Hill Capital, LLCWestport, CT · 73 clientsWealth manager
    Fidelity 100%
    $194M
  33. 12374
    Neil Jesani Wealth ManagementSunrise, FL · 95 clientsWealth manager
    Schwab 100%
    $194M
  34. 12375
    Wacona Capital, LLCCharlottesville, VA · 5 clientsPrivate fund adviser
    No custodian reported
    $194M
  35. 12376
    Cypress Ridge Capital, L.P.New York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $194M
  36. 12377
    Townsend Wealth ManagementColumbus, GA · 179 clientsWealth manager
    Schwab 100%
    $194M
  37. 12378
    T.T.G. Financial, Inc.Canton, OH · 207 clientsWealth manager
    Schwab 100%
    $194M
  38. 12379
    Innovative Advisory GroupLexington, MA · 300 clientsWealth manager
    Schwab 86%
    $194M
  39. 12381
    Integrity Wealth Partners, LLCWalnut Creek, CA · 231 clientsWealth manager
    Schwab 100%
    $194M
  40. 12382
    Tetley Investments, LLCPark Ridge, IL · 172 clientsWealth manager
    Schwab 100%
    $194M

RIAs by state