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Est. 2026The front page of wealth managementNew York

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KC New IRS Guidance Disallows Some Sec. 351 Exchanges And Puts The ‘Yellow Light’ On Other ETF Strategies: How To Manage The ‘Tax Risk’ Of Tax-Aware InvestingIN Americans score 60 on longevity readiness as care gaps persistIN Clients are using AI to challenge financial advice, Pacific Life survey findsIN 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 sayCW LPL revises Commonwealth retention rate to 83% ahead of November conversionIN Leading RIAs – EastCW Opinion: Fast starts are crucial to evergreen fund success
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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. 5397
    Huizenga Capital Management, LLCOak Brook, IL · 21 clientsPrivate fund adviser
    No custodian reported
    $997M
  2. 5398
    Galilei Investment Office LLPLondon, United Kingdom · 38 clientsAsset manager
    Bank Julius Baer & Co. LTD, Guernsey Branch 55%
    $996M
  3. 5399
    Commonwealth Financial ServicesVienna, WV · 2,271 clientsWealth managerWrap sponsor
    Schwab 75%Fidelity 25%
    $995M
  4. 5400
    Omnia Family Wealth, LLCAventura, FL · 164 clientsWealth manager
    Pershing 100%
    $995M
  5. 5401
    Lantz Financial LLCNaperville, IL · 669 clientsWealth manager
    Schwab 100%
    $994M
  6. 5403
    McLean Asset Management Corp.Tysons, VA · 512 clientsWealth manager
    Schwab 75%Fidelity 25%
    $994M
  7. 5404
    Syntheticfi LLCSan Francisco, CA · 624 clientsWealth manager
    Schwab 98%
    $993M
  8. 5405
    Kabouter Management, LLCChicago, IL · 6 clientsAsset manager
    State Street 100%
    $993M
  9. 5406
    Bayswater Management Company LPDenver, CO · 7 clientsPrivate fund adviser
    No custodian reported
    $991M
  10. 5407
    Advisory Research IncChicago, IL · 444 clientsAsset manager
    UBS 36%Wells Fargo 26%Morgan Stanley 24%
    $991M
  11. 5408
    Merit Capital Partners Management, L.L.C.Chicago, IL · 2 clientsPrivate fund adviser
    No custodian reported
    $991M
  12. 5409
    Brown | Miller Wealth Management, LLCMcLean, VA · 508 clientsWealth manager
    Wells Fargo 100%
    $991M
  13. 5410
    Riverview Research, LLCIndependence, OH · 34 clientsAsset manager
    Raymond James 59%Schwab 41%
    $991M
  14. 5411
    Cander Asset ManagementNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $989M
  15. 5412
    Sculptor Advisors LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $989M
  16. 5414
    Morris & Wells Wealth ManagementCharlottesville, VA · 298 clientsWealth manager
    Schwab 100%
    $988M
  17. 5415
    Terril & CompanySaint Louis, MO · 488 clientsWealth manager
    U.S. Bank 65%Central Trust 35%
    $988M
  18. 5417
    Oneascent Investment Solutions, LLCBirmingham, AL · 20 clientsAsset manager
    Schwab 100%
    $987M
  19. 5418
    Financial Enhancement GroupAnderson, IN · 1,281 clientsWealth manager
    Schwab 100%
    $987M
  20. 5420
    Ellis Investment Partners, LLCBerwyn, PA · 820 clientsWealth manager
    Fidelity Distributors Company 100%
    $987M
  21. 5424
    Pacific Sage Partners, LLCEdmonds, WA · 830 clientsWealth manager
    Schwab 100%
    $986M
  22. 5425
    North Sky Capital, LLCWayzata, MN · 15 clientsPrivate fund adviser
    No custodian reported
    $986M
  23. 5426
    Fine Capital Partners, L.P.New York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $986M
  24. 5427
    Fiduciary Experts LLC75 clientsAsset manager
    Fidelity 97%
    $986M
  25. 5428
    Bristol Wealth GroupTaunton, MA · 885 clientsWealth managerBank-affiliated
    Schwab 100%
    $986M
  26. 5429
    The Rice Partnership, LLCHonolulu, HI · 442 clientsWealth manager
    Schwab 100%
    $985M
  27. 5430
    Pagaya Investments US LLCNew York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $985M
  28. 5432
    Barton Investment Management, LLCW. Conshohocken, PA · 94 clientsWealth manager
    Schwab 100%
    $985M
  29. 5433
    Avion WealthThe Woodlands, TX · 300 clientsWealth manager
    Schwab 71%Fidelity Distributors Company 29%
    $985M
  30. 5434
    Nuance Investments, LLCKansas City, MO · 257 clientsAsset manager
    Northern Trust 32%Fidelity 27%BNY 23%
    $984M
  31. 5436
    TAC Partners, Inc.Boston, MA · 6 clientsPrivate fund adviser
    No custodian reported
    $983M
  32. 5437
    Walter Keenan Wealth ManagementSouth Bend, IN · 158 clientsWealth manager
    Schwab 86%
    $983M
  33. 5439
    Semper Augustus Investments Group LLCHighlands Ranch, CO · 269 clientsWealth manager
    Schwab 75%U.S. Bank 25%
    $982M
  34. 5440
    New Forests Inc.San Francisco, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $982M
  35. 5441
    Prytania Investment Advisors LLPLondon, United Kingdom · 5 clientsAsset manager
    State Street 100%
    $982M
  36. 5442
    Altiora Financial Group, LLC134 clientsWealth manager
    Schwab 66%Fidelity 34%
    $982M
  37. 5443
    Broadshore Capital Partners, LLCLos Angeles, CA · 11 clientsAsset manager
    No custodian reported
    $982M
  38. 5444
    Khrom Capital ManagementMiami, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $981M
  39. 5445
    Village Global Management, L.L.C.Covina, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $979M
  40. 5447
    Epoch Capital, USNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $979M

RIAs by state