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Est. 2026The front page of wealth managementNew York

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WSR The Most Important Year-End Review Is Your OwnWSR AmeriFlex Recruits 17 Advisors Representing Over $1.4 Billion In Client AssetsWSR Cerulli: Many Investors Still Struggle To Understand Advisors’ FeesWSR Dear Ryan: Transformed On Paper, Uncertain In PracticeIN Meta deal shields Zuckerberg from California wealth tax billRB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicWM The Diamond Podcast for Financial Advisors: How Smart Money Evaluates Wealth Management FirmsWM Cerulli: $5B+ Fee-Only Independent RIAs Face 'Shrinking Footprint'FP Why fee-based models are the future of advisor compensationIN Inheritance conflict is the rule, not the exception, Wells Fargo finds
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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

6 firms manage $8.6 billionArgent Trust

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  1. 2452
    Highland Capital Management, LLCMemphis, TN · 957 clientsAsset manager
    Argent Trust 33%Salem Trust 26%Schwab 23%
    $3.9B
  2. 3502
    Orleans Capital Management CorpMandeville, LA · 105 clientsAsset manager
    Argent Trust 41%BNY 25%
    $2.1B
  3. 3960
    Argent Advisors, Inc.Ruston, LA · 1,499 clientsWealth managerBank-affiliatedHybrid
    Argent Trust 53%Fidelity 47%
    $1.7B
  4. 8390
    Gables Capital Management, Inc.Miami, FL · 178 clientsAsset manager
    RBC 52%Argent Trust 34%
    $439M
  5. 10020
    Carriage Services Investment Advisors, Inc.Houston, TX · 1 clientsPrivate fund adviser
    Regions Bank 83%
    $308M
  6. 13881
    Bona Fide Wealth55 clientsWealth manager
    Schwab 86%
    $144M

RIAs by state