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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. 6159
    Inceptionr LLC1 clientsPrivate fund adviser
    No custodian reported
    $786M
  2. 6160
    Cresta AdvisorsLaredo, TX · 333 clientsAsset manager
    Pershing 100%
    $786M
  3. 6163
    Cadent Capital Advisors, LLCTulsa, OK · 654 clientsWealth manager
    Fidelity 100%
    $786M
  4. 6166
    Helmstar Wealth ManagementBoise, ID · 538 clientsWealth manager
    SEI 100%
    $786M
  5. 6167
    Enhalus Capital, LPNew York, NY · 7 clientsPrivate fund adviser
    Morgan Stanley 87%
    $786M
  6. 6168
    Coastlands Capital LPSan Francisco, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $785M
  7. 6169
    PIN Oak Investment Advisors IncHouston, TX · 322 clientsPrivate fund adviser
    Schwab 100%
    $785M
  8. 6170
    JVL Wealth StrategiesWyoming, MI · 186 clientsWealth manager
    Fidelity 100%
    $784M
  9. 6172
    Bellwether WealthLincoln, NE · 504 clientsWealth manager
    Schwab 100%
    $784M
  10. 6173
    Systelligence, LLCBloomington, MN · 6 clientsAsset manager
    No custodian reported
    $784M
  11. 6174
    Augustine Asset Management IncJacksonville, FL · 72 clientsWealth manager
    Fidelity Capital Markets 63%
    $783M
  12. 6175
    Harfst and Associates, Inc.Sheridan, WY · 539 clientsWealth manager
    Schwab 55%Raymond James 45%
    $783M
  13. 6176
    Old Port AdvisorsPortland, ME · 856 clientsWealth manager
    Schwab 100%
    $783M
  14. 6177
    Deltec Asset Management LLCNew York, NY · 161 clientsWealth manager
    Pershing 100%
    $783M
  15. 6181
    Whelan FinancialFresno, CA · 512 clientsWealth manager
    Schwab 100%
    $782M
  16. 6185
    Factor Wealth ManagementChicago, IL · 239 clientsWealth manager
    Schwab 100%
    $781M
  17. 6187
    Water Asset Management, LLCNew York, NY · 405 clientsPrivate fund adviser
    No custodian reported
    $781M
  18. 6188
    Sierra Summit Advisors LLC158 clientsWealth manager
    Schwab 100%
    $781M
  19. 6190
    Creative Capital Management Investments LLCSan Diego, CA · 298 clientsWealth manager
    Schwab 100%
    $780M
  20. 6191
    DSG Capital Advisors, LLCEdina, MN · 115 clientsWealth managerWrap sponsor
    LPL Financial 89%
    $780M
  21. 6192
    Princeton Fund Advisors, LLCDenver, CO · 6 clientsAsset manager
    No custodian reported
    $780M
  22. 6193
    Faropoint Ventures, LLCHoboken, NJ · 3 clientsPrivate fund adviser
    No custodian reported
    $780M
  23. 6194
    Lipe & Dalton Investment CounselSyracuse, NY · 382 clientsWealth manager
    No custodian reported
    $780M
  24. 6196
    Wisdom Financial Services, L.L.C.Geneseo, IL · 1,518 clientsWealth manager
    Axos 95%
    $779M
  25. 6197
    Artia Global Partners LPMiami, FL · 3 clientsPrivate fund adviser
    No custodian reported
    $779M
  26. 6198
    Ramsay Stattman Vela & Price IncColorado Springs, CO · 404 clientsWealth manager
    Schwab 76%
    $779M
  27. 6199
    M3f, Inc.Salt Lake City, UT · 1 clientsPrivate fund adviser
    No custodian reported
    $778M
  28. 6200
    Legacy Partners, LLCLos Angeles, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $778M
  29. 6202
    Astira Capital Partners LPBoston, MA · 2 clientsPrivate fund adviser
    No custodian reported
    $777M
  30. 6203
    Snow Phipps Group, LLCNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $777M
  31. 6204
    Stormfield Capital, LLCSouthport, CT · 7 clientsPrivate fund adviser
    No custodian reported
    $776M
  32. 6205
    Meld Financial, Inc.Birmingham, AL · 1,130 clientsWealth manager
    Fidelity 100%
    $776M
  33. 6206
    Market Street Wealth Management Advisors, LLCIndianapolis, IN · 427 clientsWealth manager
    Schwab 100%
    $776M
  34. 6207
    BCM Advisors, LLCLafayette, LA · 486 clientsWealth manager
    Schwab 100%
    $776M
  35. 6210
    Newgen Asset Management LimitedToronto, Ontario, Canada · 9 clientsPrivate fund adviser
    No custodian reported
    $775M
  36. 6211
    Habrok Capital Management LLPLondon, United Kingdom · 4 clientsPrivate fund adviser
    State Street 100%
    $774M
  37. 6212
    Stoneridge PMG Advisors, LLCRadnor, PA · 18 clientsAsset manager
    TD Bank USA, National Association 73%
    $774M
  38. 6213
    Strategic Value Bank Partners LLCCleveland, OH · 6 clientsPrivate fund adviser
    No custodian reported
    $774M
  39. 6215
    Ampfield ManagementNew York, NY · 10 clientsPrivate fund adviser
    BNY 84%
    $774M
  40. 6216
    Satis Wealth ManagementLondon, United Kingdom · 674 clientsWealth manager
    Transact 86%
    $774M

RIAs by state