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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

30 firms manage $101 billionAssetmark Brokerage

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. 336
    RBC Rochdale, LLCNew York, NY · 17,054 clientsWealth managerBank-affiliatedHybridCNR Securities LLC, RBC Capital Markets, LLC, clears through Pershing
    City National Bank 48%Pershing 27%Assetmark Brokerage 25%
    $73B
  2. 1403
    The Ameriflex GroupLAS Vegas, NV · 16,203 clientsWealth managerHybridAmeriflex Group Securities, Inc.
    Assetmark Brokerage 73%
    $9.7B
  3. 1985
    Integrity Alliance, LLCUrbandale, IA · 10,885 clientsBroker-dealer firmHybridIntegrity Capital, LLC
    Schwab 56%Pershing 27%
    $5.4B
  4. 2290
    Prosperity Capital AdvisorsWestlake, OH · 7,548 clientsWealth managerHybrid
    Schwab 59%
    $4.4B
  5. 3427
    TPG Financial Advisors, LLCPortland, OR · 637 clientsAsset manager
    Assetmark Brokerage 32%Schwab 24%Fidelity 22%
    $2.2B
  6. 7106
    Sequoia Wealth Management, LLCBarrington, IL · 1,640 clientsWealth managerWrap sponsorHybrid
    Assetmark Brokerage 61%LPL Financial 39%
    $600M
  7. 7335
    Reedmark Advisors, LLCSomerville, NJ · 77 clientsAsset managerHybrid
    T.rowe Price Retirement Plan Services 69%
    $565M
  8. 8132
    DEW Wealth ManagementScottsdale, AZ · 246 clientsWealth managerWrap sponsor
    Assetmark Brokerage 71%
    $465M
  9. 8455
    Tricord Advisors, Inc.Riverside, CA · 552 clientsWealth managerHybrid
    Schwab 95%
    $432M
  10. 8472
    Integrated Capital ManagementBloomfield Hills, MI · 448 clientsWealth manager
    Schwab 90%
    $430M
  11. 9120
    Capital Investment AdvisorsWashington D.C., DC · 437 clientsWealth managerHybrid
    Assetmark Brokerage 66%Pershing 34%
    $374M
  12. 9863
    Phillip B. White Co., IncSAN Luis Obispo, CA · 246 clientsWealth manager
    Pershing 64%Assetmark Brokerage 27%
    $319M
  13. 10047
    Craft & Sage WealthKansas City, MO · 531 clientsWealth manager
    Assetmark Brokerage 100%
    $307M
  14. 10410
    Sanchez Gaunt Capital Management, LLCReno, NV · 830 clientsWealth manager
    Assetmark Brokerage 100%
    $286M
  15. 10482
    Fcig Wealth Management, LLCPlainfield, CT · 447 clientsWealth manager
    Assetmark Brokerage 100%
    $282M
  16. 11417
    Sustainable Advisors Alliance LLCTulsa, OK · 559 clientsWealth manager
    Schwab 71%
    $235M
  17. 11804
    Park Square Financial Group LLCRoswell, GA · 430 clientsWealth managerWrap sponsor
    Fidelity 82%
    $219M
  18. 11979
    WMK Investment Partners21 clientsWealth manager
    BNY 42%Schwab 32%
    $211M
  19. 13382
    Capital Financial, LLCOlney, MD · 82 clientsAsset manager
    Assetmark Brokerage 75%
    $159M
  20. 13495
    DFS AdvisoryDenton, TX · 137 clientsWealth manager
    Betterment 49%Assetmark Brokerage 33%
    $156M
  21. 13838
    MFG Private WealthCanonsburg, PA · 795 clientsWealth managerHybrid
    Dunham 51%Assetmark Brokerage 49%
    $146M
  22. 13981
    Entrust Investment Services, IncCampbell, CA · 170 clientsWealth manager
    American Funds 60%Assetmark Brokerage 40%
    $141M
  23. 14040
    Beyond Wealth Management Group, LLCNew Paltz, NY · 327 clientsWealth manager
    Assetmark Brokerage 100%
    $139M
  24. 14394
    Ralicki Wealth Management & Trust ServicesStuart, FL · 113 clientsWealth manager
    Fidelity 93%
    $129M
  25. 14857
    Mgfs Private Wealth, LLC207 clientsWealth managerHybrid
    Assetmark Brokerage 100%
    $117M
  26. 14890
    MPM Advisors Group LLCLiverpool, NY · 177 clientsWealth manager
    Assetmark Brokerage 100%
    $116M
  27. 14957
    Leonard Advisory Group LLCSaint Joseph, MI · 253 clientsWealth manager
    Assetmark Brokerage 88%
    $114M
  28. 15066
    Pacific Excel Wealth Advisors, Inc.Walnut Creek, CA · 115 clientsWealth manager
    Fidelity 58%Assetmark Brokerage 32%
    $111M
  29. 15234
    Stage 2 Planning Partners LLCS Burlington, VT · 308 clientsWealth manager
    Assetmark Brokerage 93%
    $106M
  30. 15624
    Nottingham Wealth Partners, Inc.Syracuse, NY · 142 clientsWealth managerBank-affiliatedHybrid
    Assetmark Brokerage 83%
    $80M

RIAs by state