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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. 5965
    Smithbridge Asset Management, Inc.Chadds Ford, PA · 513 clientsWealth manager
    Schwab 100%
    $831M
  2. 5966
    Denali Growth PartnersBoston, MA · 7 clientsPrivate fund adviser
    No custodian reported
    $831M
  3. 5967
    One Fin Capital Management LPSan Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $831M
  4. 5968
    Thames Capital Management, LLCRoseland, NJ · 3 clientsPrivate fund adviser
    No custodian reported
    $831M
  5. 5970
    Black Bay Partners, LLCNew Orleans, LA · 7 clientsPrivate fund adviser
    No custodian reported
    $830M
  6. 5971
    New Heritage Capital, LLCBoston, MA · 10 clientsPrivate fund adviser
    No custodian reported
    $830M
  7. 5972
    KFA Private Wealth Group, LLCTyson, VA · 823 clientsWealth managerWrap sponsor
    Fidelity 100%
    $830M
  8. 5973
    North Berkeley Wealth Management, LLCBerkeley, CA · 411 clientsWealth manager
    Schwab 86%
    $830M
  9. 5974
    Peterson Wealth Advisors, LLCOrem, UT · 667 clientsWealth manager
    Schwab 90%
    $830M
  10. 5975
    Granite Group Advisors, LLCStamford, CT · 170 clientsAsset manager
    RBC 100%
    $830M
  11. 5977
    Mason & Associates, Inc.Los Angeles, CA · 698 clientsWealth manager
    Schwab 88%
    $829M
  12. 5978
    Global Financial Private ClientSarasota, FL · 140 clientsWealth manager
    Fidelity 100%
    $828M
  13. 5979
    Centergate CapitalAustin, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $828M
  14. 5980
    RVK, Inc.Portland, OR · 205 clientsAsset manager
    U.S. Bank 61%
    $828M
  15. 5981
    Impact Retirement Advisors196 clientsAsset manager
    Benefit Plans Administrative Services 100%
    $828M
  16. 5983
    Edge Wealth Management, LLCNew York, NY · 252 clientsWealth manager
    Schwab 100%
    $827M
  17. 5984
    Argand Partners, LPNew York, NY · 17 clientsPrivate fund adviser
    No custodian reported
    $827M
  18. 5985
    Mps-Loria Financial Planners,llcBurr Ridge, IL · 679 clientsWealth manager
    Schwab 100%
    $827M
  19. 5986
    Aequitas Investment Advisors, LLCHingham, MA · 189 clientsWealth manager
    Schwab 100%
    $826M
  20. 5987
    Madden Asset ManagementDallas, TX · 162 clientsWealth manager
    Schwab 77%Morgan Stanley 23%
    $826M
  21. 5988
    Rithm Capital Advisors LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $826M
  22. 5989
    The Capital Management CorporationGlen Allen, VA · 196 clientsWealth manager
    Fidelity 58%Schwab 42%
    $826M
  23. 5990
    Kershner, Grosso & Co.Saratoga Spring, NY · 570 clientsWealth manager
    Schwab 100%
    $825M
  24. 5991
    Tannin Capital, LLCCharlotte, NC · 90 clientsAsset manager
    U.S. Bank 64%
    $825M
  25. 5992
    Platform Partners LLCHouston, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $825M
  26. 5993
    P2 Capital Partners, LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $824M
  27. 5994
    Highcrest Capital, LLCFredericksburg, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $824M
  28. 5995
    Redblack Advisers, Inc.Oradell, NJ · 20 clientsAsset manager
    Pershing 62%
    $824M
  29. 5997
    Hack VC Management, LLCPalo Alto, CA · 29 clientsPrivate fund adviser
    No custodian reported
    $823M
  30. 5998
    Longtail Alpha, LLCNewport Beach, CA · 9 clientsPrivate fund adviser
    Merrill / Bank of America 96%
    $822M
  31. 6002
    Conservation Resource Partners, LLCExeter, NH · 3 clientsPrivate fund adviser
    No custodian reported
    $822M
  32. 6003
    Alta Fox Capital Management, LLCFort Worth, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $821M
  33. 6004
    Palatine Fund Advisors, LLCMiami, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $821M
  34. 6005
    Myda Advisors LLCWoodmere, NY · 7 clientsPrivate fund adviser
    Goldman Sachs 100%
    $821M
  35. 6007
    J.P. Marvel Wealth Management, Inc.Boston, MA · 69 clientsWealth manager
    State Street 100%
    $821M
  36. 6008
    Segra Capital Management, LLCPalm Beach, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $821M
  37. 6010
    Pacific CapitalCorona, CA · 78 clientsWealth manager
    Schwab 100%
    $821M
  38. 6011
    LNC PartnersArlington, VA · 6 clientsPrivate fund adviser
    No custodian reported
    $820M
  39. 6012
    Teleios Capital Partners LLCZUG, Switzerland · 4 clientsPrivate fund adviser
    BNY 100%
    $820M
  40. 6013
    Valicenti Advisory Services IncElmira, NY · 1,036 clientsWealth manager
    No custodian reported
    $820M

RIAs by state