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Est. 2026The front page of wealth managementNew York

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RB Craig Siegenthaler sat out the Oct. 29 Ameriprise conference call but three of his peers asked about the 'elephant' he cited in double-downgrading the broker's stock ten days earlier, triggering a share price diveIN Large RIAs name ChatGPT, Copilot and Claude in job posts far more than advisor AI toolsFP The 'advisor paradox' of clients who trust AI for financial adviceWM Trusts & Estates: November 2026 Digital EditionWM Court Tosses Suit Challenging NYC Pied-A-Terre Tax RolloutWM BKFi Acquires San Diego-Based Firm in First DealIN Mariner’s Hugo AI uncovered $22B in client assets, says Marty BicknellIN SEC finalizes $1B small-entity threshold for RIAsWM New PIABA President Details FINRA Reform Concerns, Crypto Law's FutureFP What gets Edward Jones to open its wallet for wealthtech?
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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. 14812
    Ark Wealth Advisors, LLCYorba Linda, CA · 221 clientsWealth manager
    Schwab 100%
    $118M
  2. 14813
    South Shore Investment Services LLCNorwell, MA · 570 clientsWealth manager
    Schwab 100%
    $118M
  3. 14814
    Texas Financial AdvisorySan Antonio, TX · 621 clientsWealth manager
    No custodian reported
    $118M
  4. 14815
    AEM Asset Management, LLCSomerset, NJ · 45 clientsWealth manager
    Interactive Brokers 100%
    $118M
  5. 14816
    Meridian Wealth Management71 clientsWealth manager
    Fidelity 100%
    $118M
  6. 14817
    AK Global Asset Management, LLCOakland, CA · 28 clientsWealth manager
    Schwab 100%
    $118M
  7. 14819
    Fournorth Capital LLCWest Conshohocken, PA · 1 clientsPrivate fund adviser
    No custodian reported
    $118M
  8. 14820
    Wealth Engineers, LLCDenver, CO · 54 clientsWealth manager
    Schwab 100%
    $118M
  9. 14822
    Curat Global LLC14 clientsWealth manager
    Ledyard National Bank 100%
    $118M
  10. 14823
    Willamette Financial Advisors, LLCPortland, OR · 201 clientsWealth manager
    Schwab 100%
    $117M
  11. 14825
    Albert Bridge Capital2 clientsPrivate fund adviser
    No custodian reported
    $117M
  12. 14826
    Fairway Asset Management, LLCOmaha, NE · 83 clientsWealth manager
    No custodian reported
    $117M
  13. 14827
    Trail Financial Planning LLCBellingham, WA · 157 clientsWealth manager
    Altruist 100%
    $117M
  14. 14828
    L.J. Brey, Inc.61 clientsWealth manager
    Schwab 100%
    $117M
  15. 14829
    Integra Wealth Advisors, LLCHouston, TX · 58 clientsWealth manager
    Fidelity Distributors Company 100%
    $117M
  16. 14830
    Covalent Partners LLCConcord, MA · 2 clientsPrivate fund adviser
    No custodian reported
    $117M
  17. 14832
    McKinley FinancialBrookville, PA · 249 clientsWealth manager
    Schwab 100%
    $117M
  18. 14833
    Castle Island WealthPalm Beach Gardens, FL · 146 clientsWealth manager
    Schwab 100%
    $117M
  19. 14834
    Caerus Investment Advisors, LLC54 clientsPrivate fund adviser
    TradePMR / Robinhood 100%
    $117M
  20. 14835
    Dunham Lane Capital Partners LLCGreenwich, CT · 147 clientsWealth manager
    Interactive Brokers 100%
    $117M
  21. 14836
    PMB AdvisorsLarkspur, CA · 120 clientsWealth manager
    LPL Financial 100%
    $117M
  22. 14837
    Legacy Road Family Offices4 clientsWealth manager
    No custodian reported
    $117M
  23. 14838
    Moffatt Financial StrategiesFort Worth, TX · 181 clientsWealth manager
    Schwab 55%LPL Financial 45%
    $117M
  24. 14839
    Greystone Financial & Estate Services, Inc.Kirkland, WA · 208 clientsWealth manager
    Schwab 100%
    $117M
  25. 14840
    Sulzberger Capital Advisors, Inc.Miami, FL · 93 clientsWealth manager
    Pershing 100%
    $117M
  26. 14841
    BAS Capital20 clientsWealth manager
    Schwab 100%
    $117M
  27. 14842
    Crosspoint Capital ManagementOrinda, CA · 254 clientsAsset manager
    Schwab 57%Fidelity 43%
    $117M
  28. 14844
    Wurz Financial Services, LLCHolland, OH · 491 clientsWealth manager
    Schwab 89%
    $117M
  29. 14845
    Humilis Investment Strategies, LLC1 clientsAsset manager
    No custodian reported
    $117M
  30. 14846
    Greenline Wealth ManagementBoca Raton, FL · 247 clientsWealth manager
    Altruist 98%
    $117M
  31. 14847
    Burt Asset Management, Inc.75 clientsWealth manager
    Schwab 100%
    $117M
  32. 14850
    Heirloom Investment Management LLC3 clientsPrivate fund adviser
    No custodian reported
    $117M
  33. 14851
    Oxford Real Estate Advisors IncPittsburgh, PA · 2 clientsPrivate fund adviser
    No custodian reported
    $117M
  34. 14852
    Abel Financial Management Co.84 clientsWealth manager
    Fidelity 100%
    $117M
  35. 14853
    Whitwell Advisors337 clientsWealth manager
    Schwab 100%
    $117M
  36. 14856
    NIM Wealth SolutionsSan Jose, CA · 139 clientsWealth managerWrap sponsor
    Schwab 94%
    $117M
  37. 14858
    Align Wealth Management, LLCSan Jose, CA · 69 clientsWealth manager
    Fidelity 70%
    $117M
  38. 14859
    Delphi Management Inc26 clientsWealth manager
    FNZ Trust 66%
    $117M
  39. 14860
    Alsworth Capital Management, LLCCorning, NY · 177 clientsWealth manager
    Schwab 100%
    $117M
  40. 14861
    Tidwell Wealth Management LLCRocklin, CA · 83 clientsWealth manager
    Schwab 68%Fidelity 32%
    $117M

RIAs by state