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Est. 2026The front page of wealth managementNew York

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FP Wells Fargo raises hurdle for higher advisor payouts for first time in 5 yearsWM Schwab Survey: RIAs Are Shifting Growth Focus Beyond AUM to New Clients, ReferralsIN AI operating system race heats up as Nevis raises $70 millionFP When should RIAs hand clients to next-generation advisors?IN Taxes, alts, in the education spotlight at Schwab IMPACTIN Ameriprise’s Cracchiolo: There’s no retention program hereIN Schwab tells RIAs its wealth arm isn’t 'competing for new business'WM LPL-Affiliated Firm Sues Former Advisor, Cetera for Soliciting Clients, Stealing DataIN Vestmark, Allspring team up on advisor-built model portfoliosIN A successful AI workforce isn’t about agents, says Humanity Labs CEO
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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. 5909
    Barry Investment Advisors, LLCNew Bedford, MA · 398 clientsWealth managerWrap sponsor
    Fidelity 100%
    $847M
  2. 5910
    Oakworth Asset Management, LLCBirmingham, AL · 565 clientsWealth managerBank-affiliated
    Axos 95%
    $846M
  3. 5911
    Verde Capital Management, Inc.Clarkston, MI · 824 clientsWealth managerWrap sponsor
    Schwab 71%TradePMR / Robinhood 29%
    $846M
  4. 5912
    Falconpoint Capital Partners LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $845M
  5. 5913
    Integrated Quantitative Investments LLCBellevue, WA · 16 clientsAsset manager
    State Street 48%J.P. Morgan 31%
    $845M
  6. 5916
    American Money Management, LLCRancho Santa Fe, CA · 832 clientsWealth manager
    Schwab 100%
    $844M
  7. 5917
    Perspective Wealth Partners, LLCBoise, ID · 291 clientsWealth manager
    Schwab 89%
    $844M
  8. 5918
    Claremont Capital Management, LLCPhoenix, AZ · 25 clientsAsset manager
    Principal Custody Solutions 74%Schwab 26%
    $844M
  9. 5919
    CKC Capital LLCNew York, NY · 12 clientsPrivate fund adviser
    Goldman Sachs 100%
    $844M
  10. 5920
    First Light Retirement, LLCDel Mar, CA · 22 clientsAsset manager
    No custodian reported
    $844M
  11. 5922
    Inlight WealthAtlanta, GA · 229 clientsWealth managerWrap sponsor
    Schwab 100%
    $843M
  12. 5924
    Loomis Capital Management8 clientsWealth manager
    Pershing 87%
    $842M
  13. 5925
    Purkiss Capital Advisors, LLC409 clientsWealth manager
    Fidelity 100%
    $842M
  14. 5926
    FAI Capital ManagementTampa, FL · 7 clientsAsset manager
    No custodian reported
    $842M
  15. 5927
    AUA Private Equity Partners, LLCWest Palm Beach, FL · 13 clientsPrivate fund adviser
    No custodian reported
    $842M
  16. 5928
    Stone House Investment Management, LLCTunkhannock, PA · 1,171 clientsWealth manager
    Fidelity 100%
    $842M
  17. 5929
    Akkadian Ventures, Inc.San Francisco, CA · 19 clientsPrivate fund adviser
    No custodian reported
    $841M
  18. 5931
    Eagle Merchant PartnersAtlanta, GA · 17 clientsPrivate fund adviser
    No custodian reported
    $841M
  19. 5932
    HPE Capital Management II, LLCCincinnati, OH · 5 clientsPrivate fund adviser
    No custodian reported
    $840M
  20. 5934
    Chicory Wealth549 clientsWealth manager
    Fidelity 100%
    $840M
  21. 5936
    Adams Asset Advisors LLCDallas, TX · 118 clientsWealth manager
    Fidelity 100%
    $839M
  22. 5937
    Openview Advisors, LLCBoston, MA · 9 clientsPrivate fund adviser
    No custodian reported
    $839M
  23. 5939
    Ancient Management LP D/b/a AncientNew York, NY · 3 clientsPrivate fund adviser
    Citi 100%
    $839M
  24. 5940
    Concise Capital Management, L.P.Miami, FL · 4 clientsAsset manager
    State Street 100%
    $839M
  25. 5941
    Net Worth Advisory Group, LLCSandy, UT · 862 clientsWealth manager
    Goldman Sachs 65%Fidelity 35%
    $838M
  26. 5942
    Acansa Investment Management Group, LLCTysons Corner, VAAsset manager
    BNY 100%
    $838M
  27. 5943
    Twin Capital Management IncMcMurray, PA · 62 clientsAsset manager
    BNY 32%PNC Bank 29%U.S. Bank 24%
    $838M
  28. 5944
    BFI Infinity LTD.Zurich, Switzerland · 262 clientsWealth manager
    Rahn+bodmer 28%
    $838M
  29. 5945
    Torreyana CapitalLa Jolla, CA · 7 clientsAsset manager
    Morgan Stanley 100%
    $837M
  30. 5949
    Freegulliver, LLCNew Orleans, LA · 221 clientsWealth manager
    Schwab 100%
    $837M
  31. 5950
    Emerging Capital PartnersWashington, DC · 12 clientsPrivate fund adviser
    No custodian reported
    $837M
  32. 5951
    Peddock Capital Advisors, LLCBraintree, MA · 173 clientsWealth manager
    Fidelity 100%
    $836M
  33. 5953
    Carr Financial GroupWorcester, MA · 625 clientsWealth manager
    Schwab 100%
    $836M
  34. 5955
    Setpoint CapitalNew York, NY · 4 clientsPrivate fund adviser
    U.S. Bank 100%
    $835M
  35. 5956
    Novacap Management Financial Services Inc.Brossard, Quebec, Canada · 13 clientsPrivate fund adviser
    No custodian reported
    $835M
  36. 5957
    Ironarc Management, LLCAustin, TX · 23 clientsPrivate fund adviser
    No custodian reported
    $834M
  37. 5960
    Private Wealth Management, Inc.Memphis, TN · 131 clientsWealth manager
    Schwab 100%
    $832M
  38. 5961
    American Triple I, LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $832M
  39. 5962
    Climate InvestmentHouston, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $831M
  40. 5963
    Lynch & AssociatesNewburgh, IN · 696 clientsWealth manager
    Fidelity 100%
    $831M

RIAs by state