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Est. 2026The front page of wealth managementNew York

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IN Mercer Advisors snaps up AI-native tax firm Fifteenth in tech-forward dealIN 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 Edition
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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. 15088
    Wolfstone Wealth153 clientsWealth manager
    Schwab 100%
    $110M
  2. 15089
    Robert Charles Capital Management44 clientsWealth manager
    Schwab 100%
    $110M
  3. 15090
    Charles River Wealth Management, LLCBurlington, MA · 103 clientsWealth manager
    Raymond James 100%
    $110M
  4. 15091
    Aigen Investment Management, LPNew York City, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $110M
  5. 15094
    Visionx Wealth PartnersFort Dodge, IA · 231 clientsWealth managerWrap sponsor
    SEI 100%
    $110M
  6. 15095
    Muirfield Capital Global Advisors LLCPalm Beach, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $110M
  7. 15096
    CFG Wealth Management Services IncIndianapolis, IN · 68 clientsWealth manager
    Schwab 100%
    $110M
  8. 15097
    Pacific Financial AdvisorsBellevue, WA · 184 clientsWealth manager
    Schwab 100%
    $110M
  9. 15099
    Servatus CapitalNaples, FL · 32 clientsWealth manager
    Schwab 100%
    $110M
  10. 15100
    Hampel Investment Advisors50 clientsWealth manager
    Fidelity 84%
    $110M
  11. 15101
    Poplar Point Capital Management LLCBurlingame, CA · 2 clientsPrivate fund adviser
    BNY 100%
    $110M
  12. 15102
    Meadowbrook Wealth Management, LLCGarden City, NY · 174 clientsWealth manager
    LPL Financial 100%
    $110M
  13. 15103
    Bentham Wealth AdvisorsWilliamsville, NY · 218 clientsWealth manager
    Schwab 100%
    $110M
  14. 15104
    Lockerman Financial Group, IncNewport Beach, CA · 69 clientsWealth manager
    Fidelity 85%
    $110M
  15. 15106
    Investable Wealth, LLC146 clientsWealth manager
    Schwab 100%
    $110M
  16. 15107
    Taber Asset Management L.L.C.102 clientsWealth manager
    Schwab 100%
    $110M
  17. 15108
    O.F.O. Partners, LLCHingham, MA · 10 clientsWealth manager
    Schwab 100%
    $110M
  18. 15109
    Hunt Wealth ManagementConcord, CA · 185 clientsWealth manager
    No custodian reported
    $110M
  19. 15110
    Werlemann Wealth ManagementNewport Beach, CA · 40 clientsWealth manager
    Schwab 100%
    $110M
  20. 15111
    Private Client Advisor Group, LLCPalm City, FL · 190 clientsWealth manager
    Schwab 100%
    $110M
  21. 15113
    Tenbridge Partners LLCPortland, OR · 356 clientsWealth manager
    Schwab 100%
    $110M
  22. 15114
    Oldfield Wealth PartnersBangor, ME · 93 clientsWealth manager
    Schwab 100%
    $110M
  23. 15116
    Caregen Wealth ManagementSan Mateo, CA · 51 clientsWealth manager
    Schwab 100%
    $110M
  24. 15117
    MD Wealth Management, LLCChelsea, MI · 78 clientsWealth manager
    Schwab 100%
    $110M
  25. 15118
    Renaissance Wealth Advisors, LLCNewton, MA · 93 clientsWealth manager
    Schwab 70%Fidelity 30%
    $110M
  26. 15119
    Sonic GP LLCHonolulu, HI · 1 clientsPrivate fund adviser
    No custodian reported
    $110M
  27. 15121
    Gilbert Financial, LLCHoneoye Falls, NY · 152 clientsWealth manager
    Pershing 100%
    $110M
  28. 15122
    Quabbin AdvisorsAmherst, MA · 47 clientsWealth manager
    Schwab 92%
    $110M
  29. 15123
    Jake Carris Financial PlanningOrlando, FL · 115 clientsWealth manager
    Schwab 100%
    $110M
  30. 15124
    Oxford Wealth ManagementLindon, UT · 66 clientsWealth manager
    Fidelity 75%Interactive Brokers 25%
    $110M
  31. 15125
    Veraz AdvisorsSan Ramon, CA · 150 clientsWealth manager
    Schwab 100%
    $110M
  32. 15126
    Private Asset Management IncKirkland, WA · 60 clientsWealth manager
    Schwab 100%
    $109M
  33. 15127
    International Management Advisors LTD.9 clientsWealth manager
    Fidelity 95%
    $109M
  34. 15128
    Capstone Wealth Management Corp.Lakeland, FL · 288 clientsWealth manager
    Axos 66%Schwab 34%
    $109M
  35. 15129
    Signia Capital ManagementSpokane, WA · 13 clientsAsset manager
    Northern Trust 78%Citi 22%
    $109M
  36. 15131
    Wealthshape LLCWindsor, CT · 136 clientsWealth manager
    Schwab 100%
    $109M
  37. 15132
    Peak Financial Management, Inc.Broomfield, CO · 156 clientsWealth manager
    Fidelity Distributors Company 100%
    $109M
  38. 15133
    Alpha Financial Management, Inc.Savannah, GA · 115 clientsWealth manager
    Schwab 100%
    $109M
  39. 15134
    Afton Advisors, LLC177 clientsWealth manager
    Schwab 100%
    $109M
  40. 15138
    NK Capital LLC4 clientsWealth manager
    Northern Trust 79%
    $109M

RIAs by state