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Est. 2026The front page of wealth managementNew York

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KC The 16 Best Financial Advisor Conferences To Attend In 2027IN Digital asset custody reshapes how banks compete in tokenized financeIN Fidelity's $100M custody minimum forces small RIAs to pick a pathIN Wealth firms report organic growth rebound, but process gaps persistIN Shareholder support rebounds even as proxy proposals hit new lowIN AI governance gaps leave RIAs exposed to a new wave of cyber threatsIN Home affordability crisis deepens as mortgage rates and hidden costs riseFP Year-end tax planning: 5 moves advisors should review with clients4K 55ip Expands Unified Managed Accounts with BlackRockRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026
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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

2,295 firms manage $19.1 trillionFidelity

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. 14706
    Fullerton Advisors, LLCDanville, CA · 71 clientsWealth manager
    Fidelity 100%
    $120M
  2. 14715
    American Wealth Advisors, LLCJohns Creek, GA · 109 clientsWealth manager
    Fidelity 100%
    $120M
  3. 14729
    Optimal Capital Advisors, LLCTraverse City, MI · 131 clientsPrivate fund adviser
    Inspira Financial 82%
    $120M
  4. 14746
    Triad Investment Management, LLCNewport Beach, CA · 45 clientsWealth manager
    Fidelity 100%
    $120M
  5. 14759
    Rheeco, Inc.Natick, MA · 318 clientsWealth manager
    Schwab 72%Fidelity 28%
    $119M
  6. 14768
    Fama Fiduciary Wealth LLCManchester, MO · 61 clientsWealth manager
    Fidelity 100%
    $119M
  7. 14771
    Redfish CapitalCypress, TX · 170 clientsWealth manager
    Fidelity 90%
    $119M
  8. 14776
    Ridgegate Advisors, LLCEnglewood, CO · 206 clientsWealth managerHybrid
    Schwab 82%
    $119M
  9. 14797
    Smith & Co Advisory LLCSpring Hill, TN · 210 clientsWealth manager
    Fidelity 93%
    $118M
  10. 14805
    CS Advisors Inc.Boca Raton, FL · 101 clientsWealth manager
    Fidelity 83%
    $118M
  11. 14808
    Cornerstone FinancialAtlanta, GA · 200 clientsWealth managerWrap sponsor
    Fidelity 100%
    $118M
  12. 14816
    Meridian Wealth Management71 clientsWealth manager
    Fidelity 100%
    $118M
  13. 14842
    Crosspoint Capital ManagementOrinda, CA · 254 clientsAsset manager
    Schwab 57%Fidelity 43%
    $117M
  14. 14852
    Abel Financial Management Co.84 clientsWealth manager
    Fidelity 100%
    $117M
  15. 14856
    NIM Wealth SolutionsSan Jose, CA · 139 clientsWealth managerWrap sponsor
    Schwab 94%
    $117M
  16. 14858
    Align Wealth Management, LLCSan Jose, CA · 69 clientsWealth manager
    Fidelity 70%
    $117M
  17. 14861
    Tidwell Wealth Management LLCRocklin, CA · 83 clientsWealth manager
    Schwab 68%Fidelity 32%
    $117M
  18. 14865
    Dynamic Trading Management, LLC.White Plains, NY · 82 clientsWealth managerHybrid
    Interactive Brokers 64%Fidelity 36%
    $117M
  19. 14870
    Heckman Financial & Insurance Services, Inc.San Jose, CA · 305 clientsWealth manager
    Fidelity 93%
    $116M
  20. 14872
    Asset Strategy Retirement Plan Consultants, LLCCamp Hill, PA · 242 clientsWealth manager
    Fidelity 100%
    $116M
  21. 14878
    Intellicapital Advisors LLCPonte Vedra, FL · 81 clientsWealth manager
    Schwab 83%
    $116M
  22. 14884
    Santa FE Advisors LLCSanta Fe, NM · 59 clientsWealth manager
    Fidelity 100%
    $116M
  23. 14898
    Capital Wealth, LLCLehi, UT · 290 clientsWealth managerWrap sponsor
    Schwab 65%Fidelity 35%
    $116M
  24. 14901
    Portfolio Advisory Group, Inc.Alexandria, VA · 71 clientsWealth manager
    Fidelity 67%Schwab 33%
    $116M
  25. 14903
    First Georgetown Securities, IncAlexandria, VA · 123 clientsBroker-dealer firmHybridFirst Georgetown Securities, Inc.
    Fidelity 100%
    $116M
  26. 14909
    Risk Paradigm Group, LLCBurlington, MA · 3 clientsAsset manager
    Fidelity 79%
    $116M
  27. 14917
    Wealth Compass Financial, Inc.Carlsbad, CA · 251 clientsWealth manager
    Fidelity 84%
    $115M
  28. 14920
    Pariax Private Wealth ManagementNewport Beach, CA · 32 clientsWealth managerWrap sponsor
    Fidelity 100%
    $115M
  29. 14930
    Gritstone Asset Management LLCBethesda, MD · 1 clientsAsset manager
    BNY 73%
    $115M
  30. 14931
    Schulz Financial GroupTucson, AZ · 353 clientsWealth manager
    Fidelity 77%
    $115M
  31. 14932
    Capstone Wealth PartnersDublin, OH · 157 clientsWealth manager
    Fidelity 57%Schwab 43%
    $115M
  32. 14944
    Alpine Hill Advisors LLCWestport, CT · 56 clientsWealth manager
    Fidelity 100%
    $115M
  33. 14950
    Queen City Capital Management, LLCCincinnati, OH · 173 clientsWealth manager
    Fidelity 79%
    $114M
  34. 14958
    Skloff Financial Group444 clientsWealth manager
    Fidelity 100%
    $114M
  35. 14973
    Broadwealth LLC18 clientsWealth manager
    Fidelity 100%
    $114M
  36. 14985
    Wealth-Builders, Inc.87 clientsWealth manager
    Schwab 72%Fidelity 28%
    $113M
  37. 14990
    Eagle Financial Advisors, LLCFrisco, TX · 329 clientsWealth manager
    Schwab 74%Fidelity 26%
    $113M
  38. 15016
    O'connor Capital Advisory, LLCScottsdale, AZ · 38 clientsWealth manager
    Fidelity 100%
    $112M
  39. 15029
    Compass WealthSt. Louis, MO · 766 clientsWealth managerWrap sponsor
    Fidelity 51%Schwab 49%
    $112M
  40. 15044
    Financial Mountain IncBoulder, CO · 127 clientsWealth manager
    Fidelity 100%
    $111M

RIAs by state