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Est. 2026The front page of wealth managementNew York

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IN Athlete wealth management demands a new advisor mindset, says UBS sports headIN Richmond duo with $1.2B in assets joins Raymond James from TruistIN US ETF flows hit $204BN in October as fixed income sets recordIN NewEdge Wealth adds former Florida Atlantic Securities CEO to Coral Gables officeIN Nominations now open for 5-Star Financial Planners 2027RB 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 Rollout
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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. 15044
    Financial Mountain IncBoulder, CO · 127 clientsWealth manager
    Fidelity 100%
    $111M
  2. 15045
    Milne Financial Planning, Inc.Saint Johnsbury, VT · 119 clientsWealth manager
    Schwab 100%
    $111M
  3. 15047
    Belleair Wealth Management, LLCBelleair Bluffs, FL · 150 clientsWealth manager
    Schwab 100%
    $111M
  4. 15048
    Fully FinancialAthens, GA · 127 clientsWealth manager
    Schwab 100%
    $111M
  5. 15049
    Spirit West Advisors, LLCScottsdale, AZ · 566 clientsWealth manager
    Schwab 100%
    $111M
  6. 15050
    Integrity Wealth Management, LLC100 clientsWealth manager
    Fidelity 100%
    $111M
  7. 15051
    Bondurant Investment Advisory, LLCEvanston, IL · 54 clientsWealth manager
    Schwab 100%
    $111M
  8. 15052
    Harbor Light Planning72 clientsWealth manager
    Schwab 100%
    $111M
  9. 15053
    Evans Wealth ManagementDuluth, GA · 97 clientsWealth manager
    Schwab 100%
    $111M
  10. 15054
    Forward WealthLone Tree, CO · 15 clientsWealth manager
    Schwab 100%
    $111M
  11. 15055
    Swad Wealth Management LLCSanta Rosa, CA · 48 clientsWealth manager
    Schwab 100%
    $111M
  12. 15056
    Kroeger Financial PartnersGrass Valley, CA · 101 clientsWealth manager
    Schwab 100%
    $111M
  13. 15057
    Levenson Wealth LLC27 clientsWealth manager
    Schwab 100%
    $111M
  14. 15059
    Dumont Global LPNew York, NY · 1 clientsWealth manager
    No custodian reported
    $111M
  15. 15060
    Koehler Asset ManagementBabylon, NY · 191 clientsWealth manager
    Schwab 100%
    $111M
  16. 15062
    Equinox Financial Advisors, Inc.Manchester Center, VT · 312 clientsWealth manager
    Schwab 100%
    $111M
  17. 15063
    Kaltbaum Capital Management227 clientsWealth manager
    Schwab 100%
    $111M
  18. 15064
    Fox Financial Services, Inc.White Plains, NY · 84 clientsWealth manager
    Fidelity 100%
    $111M
  19. 15065
    Apricity Financial, LLC78 clientsWealth manager
    Schwab 100%
    $111M
  20. 15066
    Pacific Excel Wealth Advisors, Inc.Walnut Creek, CA · 115 clientsWealth manager
    Fidelity 58%Assetmark Brokerage 32%
    $111M
  21. 15067
    Ascent AdvisorsMankato, MN · 171 clientsWealth manager
    Schwab 100%
    $111M
  22. 15068
    Better Financial Services, LLCFederal Way, WA · 82 clientsWealth manager
    Schwab 100%
    $111M
  23. 15069
    Advanced Wealth ManagementSarasota, FL · 168 clientsWealth manager
    Schwab 100%
    $111M
  24. 15070
    Scotia Partners, LLCAsset manager
    BNY 100%
    $111M
  25. 15071
    Tengram Capital PartnersWestport, CT · 2 clientsPrivate fund adviser
    No custodian reported
    $111M
  26. 15072
    C.L. Sheldon & Company, LLC138 clientsWealth manager
    Altruist 100%
    $111M
  27. 15073
    Prospero Wealth, LLC87 clientsWealth manager
    Fidelity 86%
    $111M
  28. 15074
    Compass Investment Advisers, LLCPortland, OR · 72 clientsWealth manager
    Schwab 100%
    $111M
  29. 15075
    Wealth Foundations Partners, LLCSalt Lake City, UT · 390 clientsWealth manager
    Schwab 100%
    $111M
  30. 15076
    Farrcrest Capital LLC11 clientsWealth manager
    Schwab 100%
    $111M
  31. 15077
    Success Wealth Management LLCWexford, PA · 821 clientsWealth manager
    Schwab 84%
    $110M
  32. 15078
    REH Wealth Advisors LLCRaleigh, NC · 69 clientsWealth manager
    Schwab 100%
    $110M
  33. 15079
    White Oak Wealth PartnersRaleigh, NC · 78 clientsWealth manager
    Schwab 100%
    $110M
  34. 15080
    ASK Capital Investment ManagersAmarillo, TX · 100 clientsWealth managerWrap sponsor
    Schwab 100%
    $110M
  35. 15081
    Mussett Wealth Management, LLCRensselaer, NY · 103 clientsWealth manager
    Schwab 83%
    $110M
  36. 15082
    One Oak18 clientsWealth manager
    Morgan Stanley 53%Schwab 47%
    $110M
  37. 15083
    Midway Capital Research & Management LLCChicago, IL · 51 clientsWealth manager
    Schwab 100%
    $110M
  38. 15084
    Quint Investments and InsuranceWappingers Falls, NY · 412 clientsWealth manager
    Schwab 100%
    $110M
  39. 15085
    Armour Wealth Advisors, LLCTumwater, WA · 109 clientsWealth manager
    Schwab 100%
    $110M
  40. 15086
    Exponent Wealth LLCOrem, UT · 96 clientsWealth manager
    Schwab 92%
    $110M

RIAs by state