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Est. 2026The front page of wealth managementNew York

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IN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund MarketIN Advisor moves: RBC lands $1B UBS team in PittsburghIN NFL taps General Atlantic, PE backer of Creative Planning and FartherWM Mariner Wealth Advisors Seeks $150M in Additional Debt for AcquisitionsFP Merrill announces laser-targeted advisor bonus incentives for 2027WM State Regulators Fear SEC Crypto Proposals Put 'Thumb On The Scale'IN Blackstone Q3 earnings: private wealth AUM hits record $330 billion4K 40% of FSA Holders Forfeit Unused Funds, EBRI 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

2 firms manage $17 billionExeter Trust

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  1. 969
    Manning & Napier Advisors, LLCFairport, NY · 3,474 clientsAsset managerHybridManning & Napier Investor Services, Inc.
    Exeter Trust 73%Schwab 27%
    $17B
  2. 15872
    Wealthpro, LLC95 clientsWealth managerHybrid
    Pershing 67%Exeter Trust 33%
    $52M

RIAs by state