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Est. 2026The front page of wealth managementNew York

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IN RIA M&A veteran joins Accelerated Wealth Partners to drive deal growthIN The 401(k) moment for health benefits may be closer than you thinkIN Advisor moves: Georgia RIA launches after $1.1B breakaway, Carson and Mercer expandIN Agentic AI moves advisory firms beyond the chatbot, executives sayIN Leading RIAs – EastIN Schwab IMPACT 2026 full conference coverageIN The pace of advisors going RIA is quickening, says Advisory Services Network’s Trey PrescottIN Schwab launches National RIA Day to recruit students into advisor industryIN Schwab IMPACT 2026 kicks off in BostonFP Plenty of red flags, few restrictions: Is FINRA's Rule 4111 working?
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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. 5277
    3(38) Investment FiduciariesSimi Valley, CA · 207 clientsAsset manager
    Empower Financial Services 100%
    $1.0B
  2. 5279
    Beryl Capital Management, LLCRedondo Beach, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  3. 5280
    William Mack & Associates IncTroy, MI · 965 clientsWealth manager
    Schwab 100%
    $1.0B
  4. 5282
    Ridgeleigh CapitalSummit, NJ · 1 clientsAsset manager
    Fidelity 100%
    $1.0B
  5. 5285
    Nellore Capital Management LLC1 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  6. 5286
    Equality Asset ManagementBoston, MA · 8 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  7. 5287
    Runway Growth Capital LLCChicago, IL · 2 clientsAsset manager
    No custodian reported
    $1.0B
  8. 5289
    TheoremNew York, NY · 3 clientsPrivate fund adviser
    Inspira Financial Trust 87%
    $1.0B
  9. 5290
    Watts Gwilliam & Company, LLCGilbert, AZ · 514 clientsWealth manager
    Schwab 100%
    $1.0B
  10. 5291
    Decagon Asset Management LLPLondon, United Kingdom · 5 clientsAsset manager
    UBS 46%Goldman Sachs 35%
    $1.0B
  11. 5293
    Northwest Wealth Management, LLCSpencer, IA · 2,128 clientsWealth managerBank-affiliated
    Schwab 92%
    $1.0B
  12. 5294
    Walkner Condon Financial Advisors LLCVerona, WI · 805 clientsWealth manager
    Schwab 100%
    $1.0B
  13. 5295
    AC Funds, LLCRidgewood, NJ · 6 clientsAsset manager
    No custodian reported
    $1.0B
  14. 5296
    IFG Advisors, LLCSt. Louis, MO · 566 clientsWealth manager
    Schwab 100%
    $1.0B
  15. 5297
    John Moore & Associates IncAlbuquerque, NM · 729 clientsWealth manager
    Raymond James 100%
    $1.0B
  16. 5299
    Ten Coves Capital, LPDarien, CT · 9 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  17. 5300
    J.w.burns & Company, Inc.Dewitt, NY · 631 clientsWealth manager
    Schwab 100%
    $1.0B
  18. 5303
    Cardinal Capital Management IncRaleigh, NC · 305 clientsWealth manager
    Schwab 100%
    $1.0B
  19. 5304
    Astaris Capital Management LLPLondon, United Kingdom · 6 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  20. 5305
    Bass and Bell, Inc.Little Rock, AR · 373 clientsWealth manager
    Raymond James 100%
    $1.0B
  21. 5306
    Thayer Street Partners Management, LLCNew York, NY · 24 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  22. 5308
    Alpha Omega Wealth Management, LLCRichmond, VA · 490 clientsWealth manager
    Schwab 100%
    $1.0B
  23. 5311
    SAW Mill Capital L.L.C.Briarcliff Manor, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  24. 5313
    Huron Capital Partners LLCDetroit, MI · 12 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  25. 5314
    Radianx Capital, LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  26. 5316
    Soundwatch Capital, LLCDallas, TX · 1 clientsAsset manager
    Schwab 86%
    $1.0B
  27. 5317
    Northstar CapitalMinneapolis, MN · 6 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  28. 5318
    Greatmark Investment Partners, Inc.Columbus, GA · 433 clientsWealth manager
    Schwab 100%
    $1.0B
  29. 5319
    Zevin Asset Management, LLCBoston, MA · 768 clientsWealth manager
    Schwab 85%
    $1.0B
  30. 5320
    Alpine Grove Partners LLPNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  31. 5321
    WM Partners, LPAventura, FL · 14 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  32. 5322
    Newbrook Capital Advisors LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  33. 5324
    Breakwater Capital GroupParamus, NJ · 370 clientsWealth manager
    Schwab 100%
    $1.0B
  34. 5325
    36 South Capital Advisors LLPLondon, United Kingdom · 10 clientsPrivate fund adviser
    BNY 100%
    $1.0B
  35. 5327
    McD-Kissner GP, LLCOverland Park, KS · 3 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  36. 5328
    Edge Natural Resources LLCDallas, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  37. 5331
    Portfolio Strategies Inc NYMontvale, NJ · 3,412 clientsWealth manager
    Fidelity 100%
    $1.0B
  38. 5333
    JT Stratford, LLCGainesville, GA · 1,266 clientsWealth manager
    Schwab 100%
    $1.0B
  39. 5334
    Verum Partners LLCCharlotte, NC · 405 clientsWealth manager
    Fidelity 62%Schwab 38%
    $1.0B
  40. 5335
    Enervest Investment Services, L.L.C.Houston, TX · 8 clientsPrivate fund adviser
    No custodian reported
    $1.0B

RIAs by state