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Est. 2026The front page of wealth managementNew York

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IN Rising Star elevating clients through holistic planningWM 401(k) Real Talk Episode 215: November 4, 2026WM Ex-UBS Team Creates $3.6B RIA With Elevation Point BackingIN Prop 40 trails, but wealth tax planning questions are here to stayRB 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 advisorsIN Musk's SpaceX share pledge puts kids' investing on advisors' radarKC Hazards With Engaging Heirs Too Quickly: How Proactive Estate Settlement Can Disrupt Disclaimers By Triggering (Early) AcceptanceIN Advisor moves: Raymond James and LPL add veteran teams in Ohio and PennsylvaniaIN Institutional investor returns split as rising rates hit bond portfolios in Q3 2026IN RIA moves: succession, scale and new markets drive four deals
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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. 13903
    Todo Capital, LLC30 clientsWealth manager
    Banco Santander Intl 52%UBS 48%
    $144M
  2. 13905
    Servant Financial, LTD.42 clientsWealth manager
    Fidelity 100%
    $144M
  3. 13906
    White Oak Financial Management, IncAsheville, NC · 350 clientsWealth managerWrap sponsor
    Fidelity 100%
    $143M
  4. 13907
    Mayfield Advisors, Inc.Palo Alto, CA · 40 clientsWealth manager
    Schwab 53%Fidelity 47%
    $143M
  5. 13908
    GSV Asset Management, LLCDallas, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $143M
  6. 13909
    Lynch Investment Planning, LLCNewtown Square, PA · 140 clientsWealth manager
    Schwab 100%
    $143M
  7. 13910
    Four Lion Capital, LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $143M
  8. 13911
    Martinsen Wealth ManagementTempe, AZ · 366 clientsWealth managerWrap sponsor
    Fidelity 100%
    $143M
  9. 13914
    Forest CapitalCharlotte, NC · 155 clientsWealth manager
    Schwab 100%
    $143M
  10. 13915
    Rivertree WealthLittle Rock, AR · 167 clientsWealth manager
    Schwab 100%
    $143M
  11. 13917
    S. R. Schill & Associates, Inc.Mercer Island, WA · 195 clientsWealth manager
    Schwab 100%
    $143M
  12. 13918
    Verus Wealth ManagementDe Pere, WI · 59 clientsWealth manager
    Schwab 100%
    $143M
  13. 13919
    Blank Equity Management LLCPort Washington, NY · 170 clientsWealth manager
    Schwab 100%
    $143M
  14. 13920
    Gerstemeier Financial Group,llc75 clientsWealth manager
    Schwab 99%
    $143M
  15. 13921
    Byrne & Company Wealth Management, LLCOlympia, WA · 137 clientsWealth manager
    Schwab 100%
    $143M
  16. 13922
    Featheringill Capital, LLCBirmingham, AL · 6 clientsPrivate fund adviser
    No custodian reported
    $143M
  17. 13923
    Taylor Capital Management212 clientsWealth managerWrap sponsor
    Raymond James 100%
    $143M
  18. 13924
    Stone Wealth Partners LLCLafayette, LA · 375 clientsWealth manager
    Schwab 100%
    $143M
  19. 13925
    Appian Way FinancialPasadena, CA · 104 clientsWealth manager
    Schwab 100%
    $143M
  20. 13926
    Applied Fundamental Research, LLCCambridge, MA · 9 clientsPrivate fund adviser
    BNY 55%Fidelity 32%
    $143M
  21. 13927
    Lane Family Wealth ManagementNorth Liberty, IA · 202 clientsWealth manager
    Schwab 100%
    $143M
  22. 13928
    Ultra Advisory GroupIrvine, CA · 75 clientsWealth managerWrap sponsor
    Schwab 100%
    $143M
  23. 13929
    Brett Josey Wealth Management LLC23 clientsWealth manager
    Schwab 100%
    $143M
  24. 13930
    Kopion Asset Management, LLCMcKinney, TX · 14 clientsWealth manager
    Schwab 100%
    $143M
  25. 13931
    Personalized Financial Solutions LLCClearwater, FL · 144 clientsWealth managerWrap sponsor
    Schwab 100%
    $143M
  26. 13932
    VCP Financial LLCStaten Island, NY · 411 clientsWealth manager
    Schwab 100%
    $143M
  27. 13934
    Vista Cima Wealth Management LLC266 clientsWealth manager
    Schwab 100%
    $143M
  28. 13935
    Rittmann Capital Management CoMoraga, CA · 44 clientsWealth manager
    Schwab 100%
    $142M
  29. 13936
    The Advisors GroupLubbock, TX · 194 clientsWealth manager
    Schwab 100%
    $142M
  30. 13937
    Castleton Partners, LLC16 clientsWealth manager
    Fidelity 63%Northern Trust 37%
    $142M
  31. 13940
    Northwind Financial LLCBend, OR · 168 clientsWealth manager
    No custodian reported
    $142M
  32. 13941
    Crown Management Advisors, LLCAtlanta, GA · 1 clientsPrivate fund adviser
    No custodian reported
    $142M
  33. 13942
    J. L. Perkins Wealth Management, LLCMacon, GA · 339 clientsWealth manager
    Schwab 100%
    $142M
  34. 13943
    LTG Capital LLCFramingham, MA · 92 clientsWealth manager
    Fidelity 68%Schwab 32%
    $142M
  35. 13944
    Josh Arnold Investment Consultant, LLCEdina, MN · 256 clientsWealth manager
    Tradingblock 100%
    $142M
  36. 13945
    Foothills Advisors, LLCCave Creek, AZ · 188 clientsWealth manager
    Schwab 100%
    $142M
  37. 13946
    Barnett & Co IncChattanooga, TN · 116 clientsWealth manager
    Schwab 100%
    $142M
  38. 13947
    Heydorn Stone Capital Management LLCLarchmont, NY · 117 clientsWealth manager
    Schwab 100%
    $142M
  39. 13948
    Fortress Financial Solutions, LLCTucson, AZ · 279 clientsWealth manager
    Schwab 100%
    $142M
  40. 13951
    Abdiel Capital Advisors, LPNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $142M

RIAs by state