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Est. 2026The front page of wealth managementNew York

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IN Democrats take Congress: what it means for your clientsFP The top 20 fee-only RIAs ranked by AUM in 2026RB Crisis of confidence still dogs 'Top Advisor' rankings, only months after ethics scandal rocked Forbes and cast shadow over Barron's, but the business is too lucrative to pass up for cash-hungry publications and attention-starved advisorsFP 'Don't trade the election': Advisors steady clients through midterm anxietyIN Client optimism sinks to 2026 low, CFP Board survey findsWM People Moves: Mercer Advisors Hires Wealth.com, Meta Alum as VP of DataIN 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 clients
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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. 13661
    Bridgelight Financial Advisors, IncShelton, CT · 246 clientsWealth manager
    Schwab 100%
    $151M
  2. 13664
    Provision Asset, LLC463 clientsWealth manager
    Schwab 100%
    $151M
  3. 13665
    Veritas Wealth Partners, LLC41 clientsWealth manager
    Pershing 100%
    $151M
  4. 13666
    Unified Investment ManagementAtlanta, GA · 89 clientsWealth manager
    Fidelity 72%Schwab 28%
    $151M
  5. 13668
    Aureum Wealth Management, LLCNorth Palm Beach, FL · 91 clientsWealth manager
    Schwab 100%
    $151M
  6. 13669
    CSP Financial Group LLCScottsdale, AZ · 397 clientsWealth manager
    Schwab 100%
    $151M
  7. 13670
    Poulos Advisors, Inc.South Burlington, VT · 121 clientsWealth manager
    Fidelity 66%Schwab 34%
    $150M
  8. 13671
    North Woods Wealth ManagementBuffalo, NY · 194 clientsWealth manager
    Schwab 100%
    $150M
  9. 13672
    1015 Capital Partners, LLC18 clientsWealth manager
    Schwab 100%
    $150M
  10. 13673
    Invidia Capital Management, L.P.New York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $150M
  11. 13674
    Optima Capital ManagementTempe, AZ · 215 clientsWealth manager
    Schwab 87%
    $150M
  12. 13675
    Titletown Wealth Management, LLCGreen Bay, WI · 459 clientsWealth manager
    LPL Financial 91%
    $150M
  13. 13676
    Auerbach Investment Services, LLCNarberth, PA · 60 clientsWealth manager
    Interactive Brokers 100%
    $150M
  14. 13678
    Icom Advisors, LLC423 clientsWealth manager
    Schwab 100%
    $150M
  15. 13679
    MZ Capital, LLC71 clientsWealth manager
    No custodian reported
    $150M
  16. 13682
    Intentional Retirement, LLCOmaha, NE · 293 clientsWealth manager
    Schwab 100%
    $150M
  17. 13684
    VF Advisors, LLCLouisville, KY · 1 clientsPrivate fund adviser
    No custodian reported
    $150M
  18. 13685
    Lincoln Capital Advisers LLCChicago, IL · 1 clientsPrivate fund adviser
    No custodian reported
    $150M
  19. 13686
    Felis Advantage, LPBoston, MA · 3 clientsAsset manager
    Morgan Stanley 50%Goldman Sachs 50%
    $150M
  20. 13687
    37spruce Investment Partners, LLCGreenwich, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $150M
  21. 13688
    Green Capital Private WealthMiami, FL · 1 clientsAsset manager
    No custodian reported
    $150M
  22. 13689
    Parrish Capital, LLCKennesaw, GA · 238 clientsWealth manager
    Schwab 100%
    $150M
  23. 13690
    A Smarter Way TO InvestBrighton, MIAsset manager
    Schwab 100%
    $150M
  24. 13691
    AlpacaNew York, NY · 14 clientsPrivate fund adviser
    No custodian reported
    $150M
  25. 13693
    Cavalcade Capital LLCNew York, NYWealth manager
    Goldman Sachs 79%
    $150M
  26. 13694
    Clearbrook Investment Solutions LLCNew York, NY · 48 clientsWealth manager
    Schwab 71%Commerce Bank 29%
    $150M
  27. 13695
    Schneider Wealth Management37 clientsWealth manager
    Schwab 100%
    $150M
  28. 13696
    Financial Strategies, Inc.Brookfield, WI · 199 clientsWealth manager
    Schwab 100%
    $150M
  29. 13697
    Konektis CapitalNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $150M
  30. 13699
    Onesource Wealth ManagementGranite Bay, CA · 229 clientsWealth manager
    Schwab 75%Interactive Brokers 25%
    $150M
  31. 13700
    White & Company Financial Planning, Inc.Sunnyside, WA · 307 clientsWealth manager
    Schwab 100%
    $150M
  32. 13701
    Sonas Financial Group, Inc.Kansas City, MO · 105 clientsWealth manager
    Fidelity 100%
    $150M
  33. 13702
    Keen Capital, LLC62 clientsWealth manager
    Schwab 100%
    $150M
  34. 13703
    Portfolio Design Services, LLCRiver Falls, WI · 256 clientsWealth manager
    Axos 66%Schwab 34%
    $150M
  35. 13704
    Evident FinancialErie, PA · 90 clientsWealth manager
    Schwab 100%
    $150M
  36. 13705
    Polaris Financial Planning, LLC.129 clientsWealth manager
    Schwab 100%
    $150M
  37. 13706
    Second Summit Wealth Management, LLC38 clientsWealth manager
    Schwab 89%
    $150M
  38. 13707
    CMG Financial Consulting118 clientsWealth manager
    Schwab 100%
    $150M
  39. 13708
    Clarity Financial Advisors LLCSt. Petersburg, FL · 992 clientsWealth manager
    Altruist 100%
    $150M
  40. 13709
    Oakmont Advisory Group, LLCAlbuquerque, NM · 476 clientsWealth manager
    Altruist 100%
    $150M

RIAs by state