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Est. 2026The front page of wealth managementNew York

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IN 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 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 Anthropic
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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

627 firms manage $3.9 trillionBNY Pershing

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. 4464
    Marietta Wealth Management, LLCMarietta, GA · 474 clientsWealth manager
    Schwab 81%
    $1.4B
  2. 4482
    Recurrent Investment Advisors LLCHouston, TX · 16 clientsAsset managerHybrid
    Northern Trust 64%
    $1.4B
  3. 4488
    SG Capital Management LLCChicago, IL · 23 clientsPrivate fund adviser
    Morgan Stanley 53%Pershing 47%
    $1.4B
  4. 4509
    Next Level Private LLCHarrison, NY · 841 clientsWealth manager
    Pershing 100%
    $1.4B
  5. 4510
    Seaview Investment Managers LLCCoral Gables, FL · 81 clientsAsset managerHybridVectorglobal WMG, Inc., clears through Pershing
    Pershing 100%
    $1.4B
  6. 4516
    Aegis Financial CorporationMcLean, VA · 29 clientsAsset manager
    Pershing 79%
    $1.4B
  7. 4517
    Hollow Brook Wealth Management LLCKatonah, NY · 603 clientsWealth manager
    Pershing 100%
    $1.4B
  8. 4520
    Capital Advisors, LTD., LLCShaker Heights, OH · 1,106 clientsWealth managerHybrid
    Pershing 59%Schwab 41%
    $1.4B
  9. 4525
    McIlrath & ECK, LLCArlington, WA · 1,287 clientsWealth manager
    Pershing 100%
    $1.4B
  10. 4526
    Bbva Global Wealth Advisors, Inc.Miami, FL · 792 clientsWealth managerBank-affiliatedAffiliated broker-dealerBanco Bilbao Vizcaya Argentaria Uruguay SA, Bbva Securities Inc.
    Pershing 100%
    $1.4B
  11. 4581
    FCO Advisors LPNew York, NY · 8 clientsAsset manager
    Pershing 69%Wells Fargo 31%
    $1.3B
  12. 4582
    Hunter Associates LLCPittsburgh, PA · 1,240 clientsBroker-dealer firmHybrid
    Pershing 100%
    $1.3B
  13. 4658
    Meristead Wealth, LLCWestlake, TX · 996 clientsWealth manager
    Pershing 100%
    $1.3B
  14. 4680
    Private Capital Advisors, Inc.Darien, CT · 270 clientsWealth manager
    Pershing 97%
    $1.3B
  15. 4690
    Rdst Capital LLCSeattle, WA · 3 clientsPrivate fund adviser
    BNY 100%
    $1.3B
  16. 4711
    Paul R. Ried Financial Group, LLCBellevue, WA · 1,060 clientsWealth manager
    Pershing 100%
    $1.3B
  17. 4794
    Platform Technology PartnersLocust Valley, NY · 887 clientsWealth managerHybrid
    Pershing 100%
    $1.2B
  18. 4835
    Folger Nolan Fleming Douglas Capital Management, Inc.Washington, DC · 488 clientsWealth managerHybridFolger Nolan Fleming Douglas Incorporated
    Pershing 100%
    $1.2B
  19. 4861
    Baron Silver Stevens Financial Advisors, LLCBoca Raton, FL · 610 clientsWealth managerWrap sponsorHybrid
    Pershing 100%
    $1.2B
  20. 4868
    Maceratio LLCMiami, FL · 248 clientsAsset managerHybrid
    Latin Securities 95%
    $1.2B
  21. 4907
    Wellington Shields Capital Management, LLCNew York, NY · 574 clientsWealth managerHybridWellington Shields & Co., LLC
    Pershing 100%
    $1.2B
  22. 4913
    Leuthold Weeden Capital ManagementMinneapolis, MN · 200 clientsAsset managerHybrid
    Fidelity Distributors Company 62%
    $1.2B
  23. 4961
    Kelleher Financial Advisors, LLCNew York, NY · 284 clientsWealth managerHybridWall Street Access, clears through Pershing
    Fidelity 49%Pershing 44%
    $1.2B
  24. 4963
    Aubrey Capital ManagementEdinburgh, MID Lothian, United Kingdom · 208 clientsPrivate fund adviserAffiliated broker-dealerLarrainvial Securities US LLC
    State Street 64%Pershing 36%
    $1.2B
  25. 5057
    Arthur M. Cohen & Associates LLCNorthbrook, IL · 191 clientsWealth manager
    Pershing 99%
    $1.1B
  26. 5126
    McGowan Group Asset Management, Inc.Dallas, TX · 4,773 clientsWealth managerWrap sponsor
    Pershing 100%
    $1.1B
  27. 5188
    Uptick Partners, LLCNacogdoches, TX · 1,139 clientsWealth manager
    Pershing 47%Schwab 40%
    $1.1B
  28. 5190
    Schnieders Capital Management, LLC.Pasadena, CA · 481 clientsWealth manager
    Pershing 65%Merrill / Bank of America 22%
    $1.1B
  29. 5197
    Evelyn Partners Asset Management LimitedLondon, United Kingdom · 466 clientsWealth managerBank-affiliatedAffiliated broker-dealerEvelyn Partners Investment Management Services Limited, Evelyn Partners Investment Services Limited
    Pershing 68%Northern Trust 24%
    $1.1B
  30. 5201
    BOK Financial AdvisorsTulsa, OK · 3,334 clientsBroker-dealer firmHybridBokf, NA, Cavanal Hill Distributors, Inc,
    Pershing 100%
    $1.1B
  31. 5211
    Griffin Asset Management, LLCNew York, NY · 689 clientsWealth manager
    Fidelity 47%Pershing 30%UBS 24%
    $1.1B
  32. 5226
    Liberty One Investment ManagementLibertyville, IL · 10 clientsAsset managerHybrid
    Pershing 88%
    $1.1B
  33. 5245
    Bridgeport Financial SolutionsPhoenix, AZ · 920 clientsWealth managerWrap sponsorAffiliated broker-dealerCambridge Investment Research, Inc.
    Fidelity 75%
    $1.0B
  34. 5288
    Banyan Tree Asset Management, LLCTorrance, CA · 47 clientsWealth managerHybridBanyan Tree Securities, LLC
    Pershing 100%
    $1.0B
  35. 5298
    Harvey Investment Company, LLCLouisville, KY · 184 clientsWealth managerAffiliated broker-dealerHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan
    Pershing 76%PNC Wealth Management 24%
    $1.0B
  36. 5310
    Capital Investment Counsel IncRaleigh, NC · 1,271 clientsWealth managerHybridCapital Investment Brokerage, Inc., Capital Investment Group, Inc.
    Pershing 100%
    $1.0B
  37. 5330
    Sollinda Capital Management LLCMiami, FL · 1,729 clientsAsset managerHybridAndrew Rader, Christopher Jason Cowan
    Schwab 100%
    $1.0B
  38. 5332
    GFG CapitalMiami, FL · 291 clientsAsset managerHybridGFG Securities, LLC
    Pershing 46%Schwab 33%
    $1.0B
  39. 5356
    The Northstar Group, Inc.New York, NY · 258 clientsWealth managerHybrid
    Pershing 86%
    $1.0B
  40. 5380
    Hudock Capital GroupWilliamsport, PA · 921 clientsWealth managerWrap sponsorHybrid
    Pershing 88%
    $1.0B

RIAs by state