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IN Nevis wants AI agents that act. Schwab says not yetWM 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?IN Harbor Capital funds sue ZoomInfo over alleged $1.2B insider stock dumpWM 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)
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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. 12769
    Lewis Capital ManagementBeverly Hills, CA · 83 clientsWealth manager
    Schwab 100%
    $180M
  2. 12770
    Cintrifuse CapitalCincinnati, OH · 4 clientsPrivate fund adviser
    No custodian reported
    $180M
  3. 12771
    Fleisher, Martin12 clientsWealth manager
    Vanguard 56%Schwab 25%
    $180M
  4. 12772
    Versa CapitalPhiladelphia, PA · 7 clientsPrivate fund adviser
    No custodian reported
    $180M
  5. 12773
    Versa CapitalPhiladelphia, PA · 7 clientsPrivate fund adviser
    No custodian reported
    $180M
  6. 12774
    Ember L. Flack, JD, CFP, CLU, Chfc40 clientsWealth manager
    No custodian reported
    $180M
  7. 12775
    Hall Capital, LLCPasadena, CA · 39 clientsWealth manager
    Fidelity 100%
    $180M
  8. 12777
    2e Capital Partners LPNew York, NY · 4 clientsPrivate fund adviser
    U.S. Bank 100%
    $180M
  9. 12778
    Kestrel Investment Management CorpSan Mateo, CA · 9 clientsAsset manager
    State Street 62%FNZ Trust 27%
    $180M
  10. 12779
    Daventry Group LPNew York, NY · 3 clientsAsset manager
    Northern Trust 100%
    $180M
  11. 12781
    Bey-Douglas, LLC Investment CounselMarietta, GA · 150 clientsWealth manager
    Schwab 100%
    $180M
  12. 12782
    Greenwood Investors LLCNew York, NY · 35 clientsPrivate fund adviser
    Interactive Brokers 100%
    $180M
  13. 12783
    Winter & Associates, Inc.St. Paul, MN · 208 clientsWealth manager
    Schwab 58%Pershing 42%
    $180M
  14. 12784
    Keen Capital, LTDChapin, SC · 113 clientsWealth manager
    Schwab 87%
    $180M
  15. 12786
    Arc24 Management, LPNew York, NY · 6 clientsPrivate fund adviser
    J.P. Morgan 83%
    $180M
  16. 12787
    River City Wealth ManagementJacksonville, FL · 128 clientsWealth manager
    Schwab 100%
    $180M
  17. 12788
    Rare Wolf Capital LLCBellevue, WA · 33 clientsWealth manager
    Schwab 100%
    $180M
  18. 12790
    Astra Ventures52 clientsWealth manager
    Schwab 91%
    $180M
  19. 12791
    Eames Financial50 clientsWealth manager
    No custodian reported
    $180M
  20. 12792
    Crossover CapitalYardley, PA · 99 clientsWealth manager
    Fidelity 100%
    $179M
  21. 12793
    Golden K Plans and Wealth Management A DBA of Golden K Wealth MGWoodland Hills, CA · 126 clientsAsset manager
    Schwab 65%Broadridge 35%
    $179M
  22. 12794
    Beers Kight Financial Advisors, LLCColumbia, SC · 100 clientsWealth manager
    Schwab 100%
    $179M
  23. 12795
    Waystone Advisors LLC306 clientsWealth manager
    Equity Trust 100%
    $179M
  24. 12796
    The Private Investment Group, Inc.Kettering, OH · 184 clientsWealth manager
    Schwab 100%
    $179M
  25. 12797
    Palm Wealth PartnersBoca Raton, FL · 696 clientsWealth manager
    Fidelity Distributors Company 100%
    $179M
  26. 12798
    The Dowling Group Wealth ManagementGreenwich, CT · 324 clientsWealth manager
    Fidelity 100%
    $179M
  27. 12799
    Timmons Wealth ManagementAttleboro, MA · 150 clientsWealth manager
    Schwab 100%
    $179M
  28. 12800
    Spring Lake Equity GP LLCBurlington, MA · 4 clientsPrivate fund adviser
    No custodian reported
    $179M
  29. 12801
    Jordanelle CapitalSalt Lake City, UT · 4 clientsPrivate fund adviser
    No custodian reported
    $179M
  30. 12802
    Dolan Capital Advisors, LLCCharlotte, NC · 83 clientsWealth manager
    Schwab 100%
    $179M
  31. 12803
    O'connor Wealth Management, Inc.Monrovia, CA · 221 clientsWealth manager
    Wells Fargo 100%
    $179M
  32. 12804
    Benchmark Wealth ManagementCincinnati, OH · 76 clientsWealth manager
    Schwab 84%
    $179M
  33. 12805
    Brightree Wealth Management, LLC191 clientsWealth manager
    Schwab 100%
    $179M
  34. 12806
    Gallo Partners LP6 clientsPrivate fund adviser
    No custodian reported
    $179M
  35. 12807
    Parvin Asset Management, LLCSioux Falls, SD · 101 clientsWealth manager
    Schwab 81%
    $179M
  36. 12808
    Mirretti Perryman Wealth Strategies, LLCSkokie, IL · 178 clientsWealth managerWrap sponsor
    Raymond James 100%
    $179M
  37. 12809
    True Square Financial LLCAtlanta, GA · 73 clientsWealth manager
    Schwab 100%
    $179M
  38. 12811
    The Planner's Edge LLCMercer Island, WA · 213 clientsWealth manager
    Schwab 100%
    $179M
  39. 12812
    PSP Research LLCAsset manager
    CF Secured 100%
    $179M
  40. 12813
    Maroon Pass Advisors LPAustin, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $179M

RIAs by state