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IN Vanderbilt Securities 'discharges' Philly area advisor facing excessive trading claimsWM 12 Investment Must Reads for This Week (Nov. 3, 2026)WM Carson Group Adds $1.6B Team, Boosting Atlanta PresenceIN Carson Group adds $1.6B Marietta Wealth Management in Atlanta pushWM Hightower Signature Wealth Rolls in $9B Practice with 10-Person Investment TeamIN Mesirow names CIBC Bank USA chief Shawn Beber as its next CEOFP RIA Leaders 2026: The custody fee conundrumFP RIA Leaders 2026: Download FP's list of the 150 largest fee-only RIAsIN Hightower Signature Wealth tops $50B with $9B Altium additionIN The Fed paused. Stocks stalled. Underneath, everything moved.
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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. 12628
    Archer Pointe Wealth Management, LLCDavis, CA · 104 clientsWealth manager
    Schwab 57%Altruist 37%
    $186M
  2. 12630
    Niles Investment Management, LLCPlantation, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $185M
  3. 12632
    Networth Advisors, LLCCanonsburg, PA · 405 clientsWealth managerWrap sponsor
    Fidelity 100%
    $185M
  4. 12633
    Ahara AdvisorsJersey City, NJ · 55 clientsWealth manager
    Fidelity 83%
    $185M
  5. 12634
    Guild Investment Management, Inc.Westlake Village, CA · 90 clientsWealth manager
    Citi 61%Schwab 33%
    $185M
  6. 12635
    Meadowbrook Investment Advisors LLCLivonia, MI · 71 clientsWealth manager
    Schwab 100%
    $185M
  7. 12636
    Emissary WealthHackensack, NJ · 230 clientsWealth manager
    Schwab 100%
    $185M
  8. 12637
    Boon Capital Advisors LLCNorthbrook, IL · 60 clientsWealth manager
    Schwab 100%
    $185M
  9. 12638
    Jackson Avenue, LLC61 clientsAsset manager
    Empower Trust Company 51%MID Atlantic Trust 33%
    $185M
  10. 12639
    Halberstadt Financial Consultants IncPrinceton, NJ · 158 clientsWealth manager
    Schwab 100%
    $185M
  11. 12640
    Strategic Advisory Services, L.L.C.Houston, TX · 208 clientsWealth manager
    SEI 100%
    $185M
  12. 12642
    Brindle & Bay Financial Advisors, LLCFrisco, TX · 184 clientsWealth manager
    Altruist 100%
    $185M
  13. 12643
    PCB Capital LLCEast Brunswick, NJ · 358 clientsWealth manager
    Schwab 100%
    $185M
  14. 12645
    Logic Wealth Management, LLCPasadena, CA · 220 clientsWealth manager
    No custodian reported
    $185M
  15. 12646
    Vision One Management Partners, LPMiami, FL · 5 clientsPrivate fund adviser
    Northern Trust 100%
    $185M
  16. 12647
    Statera Wealth ManagementSt. George, UT · 230 clientsWealth manager
    Schwab 100%
    $185M
  17. 12648
    Greenway Wealth Advisors, LLCCharlotte, NC · 180 clientsWealth manager
    Schwab 100%
    $185M
  18. 12649
    Wynnefield Capital, Inc.New York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $185M
  19. 12650
    Storgate, LLC6 clientsAsset manager
    Fidelity 100%
    $184M
  20. 12651
    Avail Investment Partners, LLCLemont, PA · 144 clientsWealth manager
    Fidelity 89%
    $184M
  21. 12652
    Selkirk Wealth Advisors, LLCSpokane, WA · 164 clientsWealth manager
    Schwab 100%
    $184M
  22. 12653
    Red Mountain Financial, LLC151 clientsWealth manager
    Schwab 100%
    $184M
  23. 12654
    Rivertree Advisors, LLCWinter Park, FL · 103 clientsWealth manager
    Raymond James 100%
    $184M
  24. 12655
    Cleanhill PartnersNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $184M
  25. 12656
    Cypress Point Capital Management, LLC8 clientsAsset manager
    Citi 100%
    $184M
  26. 12657
    The Worley Banks Group, LLCCreve Coeur, MO · 749 clientsWealth manager
    Schwab 100%
    $184M
  27. 12658
    Equity Armor InvestmentsChicago, IL · 92 clientsAsset manager
    Schwab 81%
    $184M
  28. 12660
    Fifth ERA Partners LP31 clientsPrivate fund adviser
    No custodian reported
    $184M
  29. 12661
    Global Wealth Management, L.C.Deerfield Beach, FL · 34 clientsWealth manager
    Bank Vontobel AG 53%Interactive Brokers 31%
    $184M
  30. 12662
    Longevity Capital ManagementThousand Oaks, CA · 187 clientsWealth managerWrap sponsor
    Schwab 100%
    $184M
  31. 12664
    Atlas Investment AdvisorsAlpharetta, GA · 116 clientsWealth manager
    Schwab 100%
    $184M
  32. 12665
    Authentikos Wealth Advisory LLCNew Braunfels, TX · 432 clientsWealth managerWrap sponsor
    Fidelity 52%Schwab 48%
    $184M
  33. 12666
    Octagon Finance LLCCharlottesville, VA · 9 clientsPrivate fund adviser
    No custodian reported
    $184M
  34. 12667
    GLL InvestorsChicago, IL · 5 clientsPrivate fund adviser
    No custodian reported
    $184M
  35. 12669
    High Pines Wealth Management LLCDuxbury, MA · 163 clientsWealth manager
    Fidelity 64%Schwab 36%
    $184M
  36. 12670
    Alpenglobal Capital, LLC141 clientsWealth manager
    RBC 99%
    $184M
  37. 12671
    Kittyhawk Ventures, LLCLos Angeles, CA · 27 clientsPrivate fund adviser
    No custodian reported
    $184M
  38. 12672
    Tryperion Manager LLCBeverly Hills, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $184M
  39. 12673
    MytimeequityPlano, TX · 512 clientsWealth manager
    Schwab 60%Interactive Brokers 37%
    $184M
  40. 12674
    Bullseye Asset Management LLCDenver, CO · 1 clientsAsset manager
    Northern Trust 100%
    $184M

RIAs by state