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Est. 2026The front page of wealth managementNew York

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IN Advisors see gap in retirement guidance for healthcare professionalsIN Creative Planning adds $2.2B fee-only RIA Rockbridge in SyracuseWM The Diamond Podcast for Financial Advisors: A Different Private Equity PlaybookIN 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 dive
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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. 15244
    Account Management, LLC17 clientsWealth manager
    UBS 100%
    $106M
  2. 15246
    1230 Advisors, LLCPound Ridge, NY · 30 clientsWealth manager
    Schwab 100%
    $106M
  3. 15247
    Birnam Wood Capital, LLCDallas, TX · 51 clientsWealth managerWrap sponsor
    Schwab 100%
    $106M
  4. 15248
    Wealth Creation Management Group LLC158 clientsWealth manager
    Schwab 100%
    $106M
  5. 15250
    Maseco Asia LimitedHong Kong, Hong Kong · 72 clientsWealth manager
    Schwab 70%
    $106M
  6. 15251
    Mana Financial Life Design133 clientsWealth manager
    Schwab 100%
    $106M
  7. 15252
    Imber Financial Group, LLCAnn Arbor, MI · 200 clientsWealth manager
    Fidelity 82%
    $106M
  8. 15253
    Polero ICE Advisers59 clientsWealth manager
    Vanguard 100%
    $106M
  9. 15255
    Truman Wealth AdvisorsColumbia, MO · 98 clientsWealth manager
    Schwab 88%
    $106M
  10. 15256
    Abacus Investments LLCBirmingham, AL · 2 clientsPrivate fund adviser
    No custodian reported
    $106M
  11. 15257
    Kairos Capital Management, LLCBellevue, WA · 84 clientsWealth manager
    Schwab 100%
    $106M
  12. 15258
    Markiz Wealth Management45 clientsWealth manager
    Schwab 100%
    $106M
  13. 15259
    Rasp Wealth Solutions, LLC89 clientsWealth manager
    Fidelity 100%
    $106M
  14. 15260
    Financial Design Studio, Inc.Deer Park, IL · 134 clientsWealth manager
    Schwab 100%
    $106M
  15. 15261
    Changing Parameters, LLCLos Altos, CA · 115 clientsWealth manager
    U.S. Bank 100%
    $105M
  16. 15264
    Ormonde Investment Management, LLCDallas, TX · 3 clientsWealth manager
    Goldman Sachs 67%Citi 33%
    $105M
  17. 15265
    Clearview Investment Partners, LLCCosta Mesa, CA · 134 clientsWealth manager
    Schwab 100%
    $105M
  18. 15266
    Guided Wealth, LLC115 clientsWealth manager
    Altruist 100%
    $105M
  19. 15267
    Experience Your Wealth, LLC70 clientsWealth manager
    Schwab 100%
    $105M
  20. 15268
    Innovative Financial, LLCLakewood, CO · 115 clientsWealth manager
    Fidelity 100%
    $105M
  21. 15270
    Morgan-Aly Wealth Management, LLCWaukesha, WI · 157 clientsWealth manager
    LPL Financial 100%
    $105M
  22. 15271
    Wallstreeti.comNew York, NY · 87 clientsWealth manager
    Interactive Brokers 100%
    $105M
  23. 15273
    MD Wealth Advisors IncCranford, NJ · 184 clientsWealth manager
    Schwab 100%
    $105M
  24. 15274
    Kukui Tree Capital Management LLCPalo Alto, CA · 23 clientsWealth manager
    Schwab 100%
    $105M
  25. 15275
    Petrie Capital Management LLC.Seattle, WA · 48 clientsWealth manager
    Schwab 100%
    $105M
  26. 15276
    Compass Retirement, LLC74 clientsWealth manager
    Wells Fargo 100%
    $105M
  27. 15277
    Legacy Chief Financial Office, LLCShenandoah, TX · 72 clientsWealth manager
    Schwab 100%
    $105M
  28. 15278
    Wealth EngagementAtlanta, GA · 60 clientsWealth manager
    Goldman Sachs 84%
    $105M
  29. 15279
    Venture Forth Financial70 clientsWealth manager
    Schwab 100%
    $105M
  30. 15281
    Haws Financial Planning LLCSierra Vista, AZ · 90 clientsWealth manager
    Schwab 100%
    $105M
  31. 15282
    Clout CapitalMiami, FLWealth manager
    No custodian reported
    $105M
  32. 15283
    Piedmont Private Wealth, LLC56 clientsWealth manager
    Schwab 100%
    $105M
  33. 15284
    Graeter Wealth Advisors, LLCLouisville, KY · 85 clientsWealth manager
    Schwab 100%
    $105M
  34. 15285
    OpulusDoylestown, PA · 185 clientsWealth manager
    Schwab 100%
    $105M
  35. 15286
    Runey & Associates Wealth ManagementMount Pleasant, SC · 165 clientsWealth manager
    Schwab 100%
    $105M
  36. 15287
    VCM Wealth297 clientsWealth manager
    Schwab 100%
    $105M
  37. 15288
    Springlake Financial Partners54 clientsWealth manager
    Fidelity 100%
    $105M
  38. 15289
    Four Corners FinancialMelville, NY · 45 clientsWealth manager
    Altruist 100%
    $105M
  39. 15290
    AG Global Advisors LLC13 clientsWealth manager
    Citi 51%Pictet 33%
    $105M
  40. 15291
    Cedarview Capital Management, LPWoodmere, NY · 93 clientsPrivate fund adviser
    Raymond James 100%
    $105M

RIAs by state