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Est. 2026The front page of wealth managementNew York

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WT October WealthTech NewsFP Survey: Firms commit to marketing but aren't tracking the resultsFP High mortgage rates complicate the case for paying cash for a homeIN Advisor moves: Raymond James lands $700M Truist duo in FloridaFP Ask an Advisor: What non-AUM metrics do you use to measure your firm's success?SEC SEC Issues Exemptive Relief from Treasury Clearing Requirements for Certain Inter-Affiliate and Non-U.S. Repo TransactionsWM Wealth Firms Urge Patience on Anthropic IPOIN Schwab IMPACT 2026 full conference coverageWM Snowden Lane Settles SEC Charges Over Fee DisclosuresIN RIA M&A could hit an all-time high in 2026, says FP Transitions
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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

6,418 firms manage $13.6 trillionCharles Schwab

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. 16347
    Wealthjar Investment Advisory, LLCHonolulu, HI · 46 clientsWealth manager
    Schwab 100%
    $6M
  2. 16349
    Aspire Wealth Advisory Group, LLCNew York, NYWealth manager
    Schwab 100%
    $6M
  3. 16373
    BeriliumLake Forest, CA · 39 clientsWealth manager
    Schwab 100%
    $4M
  4. 16375
    ClarivorWealth manager
    Schwab 70%Interactive Brokers 30%
    $4M
  5. 16379
    Oak Creek Private Wealth Management LLCTulsa, OK · 11 clientsWealth manager
    Schwab 100%
    $4M
  6. 16381
    UP Financial USA Inc.Calgary, Alberta, CanadaWealth managerHybrid
    Schwab 100%
    $4M
  7. 16392
    Origem International Advisory LLCPorto Alegre, Rio Grande Do Sul, Brazil · 19 clientsAsset manager
    Schwab 100%
    $3M
  8. 16402
    Verecan Asset Management Inc.Halifax, Nova Scotia, Canada · 10 clientsWealth manager
    Schwab 100%
    $3M
  9. 16407
    Penserra Wealth ManagementOrinda, CA · 8 clientsWealth managerHybridPenserra Securities, LLC
    Schwab 100%
    $3M
  10. 16411
    NED Davis Research, Inc.Sarasota, FL · 1,577 clientsAsset manager
    Schwab 100%
    $2M
  11. 16412
    Fingage Advisors LLC5 clientsWealth manager
    Broadridge Matrix 84%
    $2M
  12. 16419
    Swiss Alpine Wealth Management LLC6 clientsWealth manager
    Schwab 89%
    $2M
  13. 16457
    Onedigital Asset ManagementOverland Park, KSAsset managerHybridPWL Capital Inc.
    Schwab 100%
    $762K
  14. 16472
    Inversso, LLC66 clientsWealth manager
    Schwab 57%Interactive Brokers 43%
    $363K
  15. 16482
    PMC Wealth, LLCClarence, NYWealth manager
    Schwab 100%
    $280K
  16. 16483
    Hudson House Capital IncorporatedLondon, United KingdomWealth manager
    Schwab 100%
    $280K
  17. 16521
    Valur Robo AdvisorsNew York, NY · 14 clientsWealth manager
    Schwab 100%
    $27K
  18. 16549
    Zacks Intelligence LLCChicago, IL · 1 clientsWealth managerHybridLbmz Securities, Inc., clears through Interactive Brokers
    Schwab 0%Fidelity 0%
    $0K

RIAs by state