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Est. 2026The front page of wealth managementNew York

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IN Institutional investor returns split as rising rates hit bond portfolios in Q3 2026IN RIA moves: succession, scale and new markets drive four dealsIN Home price growth slows as inventory and mortgage rates weigh on marketIN 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 yet
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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. 13710
    Purewater Capital, LLCFort Worth, TX · 237 clientsWealth manager
    Schwab 100%
    $149M
  2. 13711
    Monson Wealth Management, Inc.Kennewick, WA · 364 clientsWealth manager
    Axos 100%
    $149M
  3. 13712
    Fund Advisors of America IncOrlando, FL · 585 clientsWealth manager
    Schwab 100%
    $149M
  4. 13713
    Cardenas Asset Management, LLC185 clientsWealth manager
    Schwab 0%
    $149M
  5. 13714
    Bellingham CapitalBellingham, WA · 252 clientsWealth manager
    Schwab 100%
    $149M
  6. 13716
    Sidoxia Capital Management, LLCNewport Beach, CA · 108 clientsWealth manager
    Schwab 100%
    $149M
  7. 13718
    Brookline Wealth, LLCAustin, TX · 32 clientsWealth manager
    Schwab 100%
    $149M
  8. 13719
    VIS Advisors, LPNew York, NY · 4 clientsPrivate fund adviser
    UBS 100%
    $149M
  9. 13720
    Sanders & Scott, ChfcWatkinsville, GA · 410 clientsWealth manager
    Schwab 100%
    $149M
  10. 13721
    Harvest Financial PartnersPaoli, PA · 147 clientsWealth manager
    Schwab 100%
    $149M
  11. 13723
    Column Park Asset Management, LPCocoa Beach, FL · 6 clientsPrivate fund adviser
    EQ 100%
    $149M
  12. 13724
    Wagner Wealth Management, Corp.Conyngham, PA · 261 clientsWealth manager
    Schwab 100%
    $149M
  13. 13726
    Quantum Financial Partners LLCOverland Park, KS · 395 clientsWealth manager
    Schwab 100%
    $149M
  14. 13727
    Beacon Hill Wealth Management LTDVictoria, BC, Canada · 180 clientsWealth managerWrap sponsor
    Pershing 100%
    $149M
  15. 13728
    Curtis Wealth Management LLCHenderson, NV · 105 clientsWealth manager
    Fidelity 100%
    $149M
  16. 13729
    Sonnet, LLCSpring, TX · 269 clientsWealth manager
    Schwab 97%
    $148M
  17. 13730
    Accumulator Operations LLCCoral Gables, FL · 12 clientsPrivate fund adviser
    No custodian reported
    $148M
  18. 13731
    Arborfi Advisors, LLCAnn Arbor, MI · 101 clientsWealth manager
    Schwab 100%
    $148M
  19. 13732
    Prestige Wealth ManagementSouthlake, TX · 297 clientsWealth managerWrap sponsor
    Fidelity 91%
    $148M
  20. 13733
    Dellora Investments LPGreenwich, CT · 5 clientsPrivate fund adviser
    Northern Trust 100%
    $148M
  21. 13734
    Townsend Financial PlanningMt. Sterling, KY · 160 clientsWealth manager
    Fidelity 100%
    $148M
  22. 13735
    Tsai Capital Corporation52 clientsWealth manager
    Stifel, Nicolaus & Company, Incorporated 76%Pershing 24%
    $148M
  23. 13736
    Tax Efficient Asset Management Solution, Inc.Newport Beach, CA · 87 clientsWealth manager
    Schwab 88%
    $148M
  24. 13737
    Skyline Financial NorthwestPortland, OR · 133 clientsWealth manager
    Schwab 100%
    $148M
  25. 13738
    Dreher Financial PartnersSouthern Pines, NC · 184 clientsWealth manager
    Schwab 100%
    $148M
  26. 13739
    Quorus Inc.Westport, CT · 174 clientsWealth managerPublic-company owned
    Schwab 99%
    $148M
  27. 13740
    Hundredfold Advisors, LLCVirginia Beach, VA · 1 clientsAsset manager
    No custodian reported
    $148M
  28. 13742
    Mueller WealthMishicot, WI · 395 clientsWealth manager
    Schwab 100%
    $148M
  29. 13743
    Nich Capital Partners, Inc.69 clientsWealth manager
    LPL Financial 100%
    $148M
  30. 13744
    Broadwing Capital Advisors, Inc.Larkspur, CA · 63 clientsWealth manager
    Schwab 100%
    $148M
  31. 13745
    Axia Wealth Management IncBend, OR · 163 clientsWealth manager
    Schwab 100%
    $148M
  32. 13747
    Barrett Wealth Connection LLCSpring Grove, IL · 177 clientsWealth manager
    Schwab 81%
    $148M
  33. 13748
    Paller Financial Services, Inc.Centennial, CO · 161 clientsWealth manager
    Schwab 100%
    $148M
  34. 13749
    Geovest Advisors IncFairport, NY · 150 clientsWealth manager
    Schwab 100%
    $148M
  35. 13750
    Perkins Capital Management IncWayzata, MN · 133 clientsWealth manager
    RBC 100%
    $148M
  36. 13751
    Bulwark Capital Corporation71 clientsWealth manager
    Schwab 100%
    $148M
  37. 13753
    Catchment Capital, L.P.New York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $148M
  38. 13754
    Tuve Investment Management, Inc.Waterloo, IA · 523 clientsWealth manager
    Schwab 100%
    $148M
  39. 13756
    Financial Avenues97 clientsWealth manager
    Schwab 91%
    $148M
  40. 13757
    AWH Capital, L.P.Dallas, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $148M

RIAs by state