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WM Former Edelman CEO Larry Raffone Joins Son's RIA as Executive ChairmanWM Kestra's Bluespring Acquires $920M Whitaker-Myers Wealth TeamIN Beacon Pointe buys $637M ACT Wealth in bet on airline pilot clientsWM JPMorgan Adds Merrill Alums To Boost California, Southeast BusinessIN Do RIAs really need PE?WM Mesirow Taps Bank Exec Shawn Beber as CEOIN 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 push
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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. 12720
    Martin Capital Advisors, LLPSan Antonio, TX · 84 clientsWealth manager
    Schwab 100%
    $182M
  2. 12721
    Freestate Advisors LLCOverland Park, KS · 244 clientsWealth manager
    Schwab 100%
    $182M
  3. 12724
    Financial Partners, LLCSanta Fe, NM · 268 clientsWealth manager
    Schwab 100%
    $182M
  4. 12725
    MRD, Inc.73 clientsWealth manager
    Schwab 52%Fidelity 48%
    $182M
  5. 12726
    Emmett Investment Management, LPNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $182M
  6. 12727
    Cannon AdvisorsCharlotte, NC · 230 clientsWealth manager
    Schwab 100%
    $182M
  7. 12728
    Epilog Partners, LP.Boston, MA · 2 clientsPrivate fund adviser
    No custodian reported
    $182M
  8. 12730
    U.S. Wealth Group, LLC257 clientsWealth manager
    No custodian reported
    $182M
  9. 12731
    RBP Investment Advisors Inc.102 clientsWealth manager
    Schwab 100%
    $182M
  10. 12732
    New Dimensions Wealth Management, L.L.C.Allen, TX · 111 clientsWealth manager
    Schwab 100%
    $182M
  11. 12733
    Lakeshore Capital Group, Inc.Rolling Meadows, IL · 230 clientsWealth manager
    Fidelity Distributors Company 100%
    $181M
  12. 12734
    Spahn Wealth & Retirement LLCScottsdale, AZ · 133 clientsWealth manager
    Schwab 100%
    $181M
  13. 12735
    Balanced Financial Planning, Inc.Overland Park, KS · 80 clientsWealth manager
    Fidelity 100%
    $181M
  14. 12736
    Rutherford Asset Planning, Inc.Tampa, FL · 77 clientsWealth manager
    Schwab 100%
    $181M
  15. 12737
    Spear Advisors LLC1 clientsAsset manager
    No custodian reported
    $181M
  16. 12738
    Front Porch Financial AdvisoryCharlotte, NC · 132 clientsWealth manager
    Schwab 65%Voya Retirement Advisors 23%
    $181M
  17. 12740
    WAX Asset Management LLC74 clientsWealth manager
    RBC 100%
    $181M
  18. 12741
    Vauban Wealth ManagementGuaynabo, PR · 59 clientsWealth managerBank-affiliated
    No custodian reported
    $181M
  19. 12744
    Chronos Capital Advisors LLCMiami, FL · 6 clientsWealth manager
    J.P. Morgan 58%Banco Santander 42%
    $181M
  20. 12745
    Cole Wealth Management, LLCScottsdale, AZ · 281 clientsWealth manager
    No custodian reported
    $181M
  21. 12746
    Stonepine Capital Management, LLCBend, OR · 1 clientsPrivate fund adviser
    No custodian reported
    $181M
  22. 12748
    Square Nine Capital, LPLos Angeles, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $181M
  23. 12749
    Atmos Advisory, LLCPittsburgh, PA · 90 clientsWealth manager
    Schwab 100%
    $181M
  24. 12750
    Cornerstone Investment Advisors, LLCBoulder, CO · 122 clientsWealth manager
    Schwab 83%
    $181M
  25. 12752
    Saperston Legacy Advisors, Inc.Hamburg, NY · 436 clientsWealth manager
    Schwab 100%
    $181M
  26. 12753
    Ellis Financial PlanningClarksville, TN · 331 clientsWealth manager
    Schwab 100%
    $181M
  27. 12754
    Horowitz & Company, Inc.Fort Lauderdale, FL · 206 clientsWealth manager
    Schwab 100%
    $181M
  28. 12756
    Alpine Woods Capital Investors, LLCPurchase, NY · 3 clientsPrivate fund adviser
    Jefferies 100%
    $181M
  29. 12757
    Pereon Wealth LLC132 clientsWealth manager
    No custodian reported
    $181M
  30. 12758
    Integrity Capital ManagementKingsport, TN · 361 clientsWealth manager
    Fidelity 100%
    $181M
  31. 12759
    Consortium Brand Partners, LLC7 clientsPrivate fund adviser
    No custodian reported
    $181M
  32. 12760
    CYR Financial Inc.Hennepin, IL · 472 clientsWealth manager
    Schwab 100%
    $181M
  33. 12761
    Accelerated Wealth Advisors LLCColorado Springs, CO · 571 clientsWealth manager
    Schwab 100%
    $180M
  34. 12762
    Broad Reach Capital LLCRaleigh, NC · 22 clientsAsset manager
    Pinnacle Financial Partners 52%Equity Trust 37%
    $180M
  35. 12763
    Roxbury FinancialMount Arlington, NJ · 245 clientsWealth manager
    Fidelity 100%
    $180M
  36. 12764
    Woloshin Investment Management, LLCMedford, NJ · 410 clientsWealth managerWrap sponsor
    Schwab 100%
    $180M
  37. 12765
    Vera Lake Capital, LLCEdina, MN · 10 clientsWealth manager
    Fidelity 100%
    $180M
  38. 12766
    Steven G. Blum and Associates, LLCSwarthmore, PA · 70 clientsWealth manager
    Schwab 52%Fidelity 35%
    $180M
  39. 12767
    Lander & Associates Inc48 clientsWealth manager
    Schwab 86%
    $180M
  40. 12768
    Wacker & Associates, Inc.Jackson, MN · 183 clientsWealth manager
    Schwab 88%
    $180M

RIAs by state