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Est. 2026The front page of wealth managementNew York

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IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN 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 Market
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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. 5381
    Azimut Investment Advisors LLCMiami, FL · 384 clientsAsset managerHybridSanctuary Securities, Inc.
    Pershing 40%EFG Bank 35%Pictet 26%
    $1.0B
  2. 5383
    Oliver Luxxe Assets LLCGladstone, NJ · 471 clientsWealth managerHybrid
    Pershing 73%Schwab 27%
    $1.0B
  3. 5400
    Omnia Family Wealth, LLCAventura, FL · 164 clientsWealth manager
    Pershing 100%
    $995M
  4. 5467
    Columbus Macro, LLC22 clientsAsset manager
    Pershing 90%
    $970M
  5. 5480
    Unique Wealth, LLCTampa, FL · 846 clientsWealth manager
    Pershing 100%
    $966M
  6. 5499
    Roehl & YI Investment Advisors, LLCEugene, OR · 500 clientsWealth managerWrap sponsor
    Schwab 55%Pershing 45%
    $959M
  7. 5528
    Robotti & Company Advisors, LLCNew York, NY · 252 clientsPrivate fund adviserHybridRobotti Securities, LLC
    Schwab 80%
    $950M
  8. 5585
    Sky Investment Group LLCHartford, CT · 396 clientsWealth manager
    Schwab 69%
    $931M
  9. 5588
    RB Capital Management, LLCReno, NV · 648 clientsWealth managerWrap sponsorHybrid
    Pershing 67%Schwab 33%
    $931M
  10. 5601
    Vaquero Private Wealth, LTD.Dallas, TX · 285 clientsWealth manager
    Pershing 62%Fidelity 38%
    $929M
  11. 5620
    Legacy Wealth Advisors, LLCNorth Miami Beach, FL · 20 clientsWealth manager
    J.P. Morgan 30%Pershing 24%
    $923M
  12. 5629
    Oak Root LLC18 clientsWealth manager
    Pershing 100%
    $920M
  13. 5631
    White Lighthouse Investment Management, Inc.406 clientsWealth manager
    Schwab 81%
    $919M
  14. 5700
    New Vernon CapitalMorristown, NJ · 44 clientsPrivate fund adviser
    Pershing 100%
    $902M
  15. 5741
    Swisspartners AdvisorsZurich, Switzerland · 90 clientsWealth manager
    Bank Julius Baer 62%
    $892M
  16. 5777
    Basepoint Wealth, LLCCedar Rapids, IA · 1,263 clientsWealth managerWrap sponsor
    Pershing 75%Fidelity 25%
    $884M
  17. 5784
    Freedom AdvisoryGuaynabo, PR · 528 clientsWealth manager
    Schwab 88%
    $881M
  18. 5818
    Bridgewealth Advisory Group, LLCFresno, CA · 793 clientsWealth managerWrap sponsorHybrid
    Pershing 100%
    $869M
  19. 5826
    Vantage Financial Group, Inc.Cleveland, OH · 2,521 clientsWealth managerHybrid
    Pershing 100%
    $867M
  20. 5832
    KKM Financial LLCChicago, IL · 162 clientsAsset manager
    Schwab 73%Pershing 27%
    $866M
  21. 5834
    Hampshire Family Office70 clientsWealth managerHybrid
    Pershing 100%
    $866M
  22. 5924
    Loomis Capital Management8 clientsWealth manager
    Pershing 87%
    $842M
  23. 5959
    FDX Advisors, Inc.Berwyn, PA · 1 clientsAsset managerAffiliated broker-dealerEnvestnet Securities, Inc., Fidx Markets LLC
    Pershing 85%
    $833M
  24. 5973
    North Berkeley Wealth Management, LLCBerkeley, CA · 411 clientsWealth manager
    Schwab 86%
    $830M
  25. 5995
    Redblack Advisers, Inc.Oradell, NJ · 20 clientsAsset manager
    Pershing 62%
    $824M
  26. 6051
    EFG Asset Management (north America) CorpPortland, OR · 4 clientsPrivate fund adviser
    Pershing 100%
    $809M
  27. 6057
    Andbanc Advisory LLCMiami, FL · 472 clientsWealth managerBank-affiliatedHybrid
    Pershing 100%
    $806M
  28. 6096
    Laffer Tengler Investments, Inc.Nashville, TN · 276 clientsWealth managerWrap sponsor
    Pershing 88%
    $800M
  29. 6110
    Folger Nolan Fleming Douglas IncorporatedWashington, DC · 262 clientsBroker-dealer firmHybrid
    Pershing 100%
    $797M
  30. 6111
    Parisi Gray Wealth Management, LLCMendham, NJ · 203 clientsWealth managerHybrid
    Pershing 100%
    $796M
  31. 6130
    XP Advisory US, Inc.Miami, FL · 258 clientsPrivate fund adviserHybridXP Investimentos Corretora De Cambio, Valores E Titulos Mobiliarios SA, XP Investments US, LLC
    Pershing 100%
    $792M
  32. 6136
    Sunpointe InvestmentsSt. Louis, MO · 309 clientsWealth manager
    Schwab 50%Pershing 50%
    $791M
  33. 6156
    Vestgen Investment ManagementEGG Harbor TWP., NJ · 2,363 clientsAsset managerHybrid
    Pershing 100%
    $787M
  34. 6160
    Cresta AdvisorsLaredo, TX · 333 clientsAsset manager
    Pershing 100%
    $786M
  35. 6174
    Augustine Asset Management IncJacksonville, FL · 72 clientsWealth manager
    Fidelity Capital Markets 63%
    $783M
  36. 6177
    Deltec Asset Management LLCNew York, NY · 161 clientsWealth manager
    Pershing 100%
    $783M
  37. 6178
    Amerant Investments, Inc.Coral Gables, FL · 1,297 clientsBroker-dealer firmHybrid
    Pershing 100%
    $782M
  38. 6179
    Clarity Capital Kcps LTDRamat-Gan, Israel · 194 clientsWealth managerBank-affiliatedAffiliated broker-dealerPsagot Securities LTD.
    Pershing 34%Bank Leumi Le-Israel B.M. 26%Bank Hapoalim LTD. 24%
    $782M
  39. 6186
    New Vernon Wealth Management LLCHighland Park, IL · 187 clientsWealth managerHybridSF Investments, Inc.
    Pershing 100%
    $781M
  40. 6215
    Ampfield ManagementNew York, NY · 10 clientsPrivate fund adviser
    BNY 84%
    $774M

RIAs by state