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FinancialADVSR

Est. 2026The front page of wealth managementNew York

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FP As smaller rivals keep quiet, Axos opens up on custody feesIN RIA moves: Kintra Wealth adds $355M Great Scott Financial practice4K Retirement Confidence Surges Despite Financial Pressures: MFSWM Private Credit Group Says Market Fears Are Divorced From RealityWSR 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 PracticeWM As AI Expands, the Standard for Human Advice Must RiseIN Meta deal shields Zuckerberg from California wealth tax bill
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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

2 firms manage $3.8 billionBOK Financial

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  1. 2549
    Ulrich Investment ConsultantsAlbuquerque, NM · 301 clientsAsset manager
    Schwab 73%BOK Financial 27%
    $3.6B
  2. 11695
    Three Peaks Capital Management, LLCCastle Rock, CO · 72 clientsWealth manager
    BOK Financial 73%
    $223M

RIAs by state