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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. 6109
    Clariti Wealth AdvisorsWilmington, DE · 263 clientsWealth manager
    Fidelity 100%
    $798M
  2. 6112
    Westwind CapitalLas Cruces, NM · 1,131 clientsWealth manager
    Schwab 100%
    $796M
  3. 6113
    337 Frontier Capital, LPNew York, NY · 6 clientsPrivate fund adviser
    BNY 53%State Street 47%
    $795M
  4. 6114
    Brady Martz Wealth Solutions, LLCGrand Forks, ND · 448 clientsWealth manager
    Schwab 100%
    $795M
  5. 6115
    McRae Capital Management Inc.Morristown, NJ · 820 clientsWealth manager
    Fidelity 100%
    $795M
  6. 6116
    Q3 Asset Management CorporationBirmingham, MI · 2,926 clientsAsset manager
    Axos 100%
    $795M
  7. 6117
    Hurlow Wealth Management Group, Inc.Bloomington, IN · 538 clientsWealth manager
    Schwab 100%
    $794M
  8. 6119
    Fortress Wealth PlanningJacksonville Beach, FL · 161 clientsWealth managerWrap sponsor
    Fidelity 100%
    $794M
  9. 6120
    Friends & Family Capital Management, LLCMenlo Park, CA · 17 clientsPrivate fund adviser
    No custodian reported
    $794M
  10. 6121
    Clayton Financial Group, LLCSt. Louis, MO · 248 clientsWealth manager
    Schwab 61%Fidelity 39%
    $794M
  11. 6122
    Wealth Management Partners, LLCTucson, AZ · 799 clientsWealth manager
    Raymond James 100%
    $794M
  12. 6123
    Ackerman Asset Management, LLC68 clientsAsset manager
    Transamerica Investors Securities 78%
    $794M
  13. 6124
    Saturn V Capital Management LPAustin, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $793M
  14. 6126
    Beau Morgan Advisors2 clientsWealth managerWrap sponsor
    Schwab 100%
    $793M
  15. 6127
    Monarch Plan AdvisorsSimi Valley, CA · 130 clientsAsset manager
    Empower Financial Services 48%Fidelity 35%
    $793M
  16. 6128
    Calmwater CapitalEl Segundo, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $793M
  17. 6129
    KR Capital LPNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $792M
  18. 6131
    Definition CapitalNew York, NY · 18 clientsPrivate fund adviser
    No custodian reported
    $792M
  19. 6133
    Maverick Real Estate Partners LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $792M
  20. 6134
    The Wealth Collaborative, Inc.Corona Del Mar, CA · 256 clientsWealth manager
    Schwab 100%
    $792M
  21. 6135
    X-Square CapitalGuaynabo, PR · 326 clientsAsset manager
    Schwab 49%Jefferies 30%
    $791M
  22. 6136
    Sunpointe InvestmentsSt. Louis, MO · 309 clientsWealth manager
    Schwab 50%Pershing 50%
    $791M
  23. 6137
    Marathon Capital ManagementHunt Valley, MD · 286 clientsWealth manager
    Schwab 87%
    $790M
  24. 6138
    Land & Buildings Investment Management, LLCStamford, CT · 5 clientsAsset manager
    Goldman Sachs 60%Wells Fargo 40%
    $790M
  25. 6140
    Lapis Advisers, LPDenver, CO · 8 clientsPrivate fund adviser
    No custodian reported
    $789M
  26. 6141
    Westhill Financial Advisors, Inc.San Rafael, CA · 426 clientsWealth manager
    Schwab 100%
    $789M
  27. 6142
    Hoey Investments, Inc.Coatesville, PA · 589 clientsWealth manager
    Schwab 100%
    $788M
  28. 6143
    Hale Partnership Capital Management, LLCCharlotte, NC · 11 clientsAsset manager
    Goldman Sachs 43%Wells Fargo 30%
    $788M
  29. 6144
    Softvest AdvisorsAbilene, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $788M
  30. 6145
    Southern Equity Advisors LLCSt. Thomas, VI · 12 clientsAsset manager
    No custodian reported
    $788M
  31. 6147
    Bell Investment Advisors IncOrinda, CA · 443 clientsWealth manager
    Schwab 100%
    $788M
  32. 6148
    Shorenstein Investment Advisers LLCSan Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $788M
  33. 6149
    New Wave Loans Residential, LLCNorth Miami Beach, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $787M
  34. 6150
    Investor FAN887 clientsWealth manager
    Schwab 100%
    $787M
  35. 6152
    Corner Capital Management, LLCNew York, NY · 32 clientsPrivate fund adviser
    No custodian reported
    $787M
  36. 6153
    Pfingsten Partners, L.L.C.Chicago, IL · 4 clientsPrivate fund adviser
    No custodian reported
    $787M
  37. 6154
    Eagle Rock Investment Company, LLCAtlanta, GA · 83 clientsWealth manager
    Schwab 44%Fidelity 42%
    $787M
  38. 6155
    Warburton Capital Management, LLCTulsa, OK · 437 clientsWealth manager
    Schwab 100%
    $787M
  39. 6157
    Encore Consumer Capital, LPSan Francisco, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $786M
  40. 6158
    Centurion Wealth ManagementMcLean, VA · 415 clientsWealth manager
    Fidelity 92%
    $786M

RIAs by state