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Est. 2026The front page of wealth managementNew York

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IN The pace of advisors going RIA is quickening, says Advisory Services Network’s Trey PrescottIN Schwab launches National RIA Day to recruit students into advisor industryIN Schwab IMPACT 2026 kicks off in BostonFP Plenty of red flags, few restrictions: Is FINRA's Rule 4111 working?IN Anthropic extends reach into advisory industry with slew of new partnersWM Wallace Finance Builds Tool to Capture Advisor KnowledgeFP Clients may value certifications more than they understand themIN Advisor optimism on organic growth clashes with reality: SEIWM Echelon: PE-Backed Buyers' Deal Volume Dips as RIA M&A Stays StrongFP Why upcoming IRS rollover guidance is likely to disappoint advisors
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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

4,024 firms manage $77.5 trillionmore than one custodian

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. 16208
    Glass Retirement Strategies, Inc.West Bloomfield, MI · 11 clientsAsset manager
    Empower 85%
    $20M
  2. 16228
    ETF Model Solutions, LLCAppleton, WI · 108 clientsWealth managerWrap sponsor
    Betterment 70%American Trust Custody 30%
    $18M
  3. 16232
    Archway Private Wealth LLCManchester, United Kingdom · 37 clientsWealth manager
    Pershing 40%Rl360 29%
    $17M
  4. 16235
    Highgate Group USA Inc.Montreal, Quebec, Canada · 20 clientsWealth managerHybridHighgate Group Inc.
    RBC 55%Interactive Brokers 45%
    $17M
  5. 16248
    Caterer Goodman Partners LTD68 clientsWealth manager
    Interactive Brokers 62%Citi 26%
    $15M
  6. 16266
    D.A.C. Davis Investment Counsel, Inc.Toronto, Ontario, Canada · 11 clientsWealth manager
    Nbin 78%UBS 22%
    $13M
  7. 16279
    Balance Cash Management Inc.San Francisco, CA · 52 clientsAsset manager
    Apex Fintech 74%Bivo Financial 26%
    $12M
  8. 16288
    Everkey Financial LLCKaty, TXAsset manager
    Fidelity 66%Stancorp Equities 34%
    $11M
  9. 16296
    TinderwealthWealth manager
    Interactive Brokers 75%Schwab 25%
    $10M
  10. 16299
    Empiric InstitutionalAustin, TX · 6 clientsAsset managerHybridEmpiric Distributors, Inc.
    Raymond James 57%Schwab 30%
    $10M
  11. 16300
    HDI Capital LLCAsset manager
    Interactive Brokers 88%
    $10M
  12. 16321
    U.S. Cherry LLCSt. Petersburg, FL · 160 clientsAsset manager
    Schwab 85%
    $8M
  13. 16335
    Global Autotrading113 clientsWealth manager
    Interactive Brokers 76%Tradier Brokerage 24%
    $7M
  14. 16362
    Alphaai Capital Management205 clientsWealth manager
    Interactive Brokers 74%Alpaca Securities 26%
    $5M
  15. 16369
    Streetbeat LLCWilmington, DE · 853 clientsWealth manager
    Alpaca Securities 77%TradePMR / Robinhood 23%
    $5M
  16. 16370
    Colomb Investment Management Company, LLCMetairie, LA · 32 clientsWealth manager
    Altruist 85%
    $5M
  17. 16375
    ClarivorWealth manager
    Schwab 70%Interactive Brokers 30%
    $4M
  18. 16412
    Fingage Advisors LLC5 clientsWealth manager
    Broadridge Matrix 84%
    $2M
  19. 16419
    Swiss Alpine Wealth Management LLC6 clientsWealth manager
    Schwab 89%
    $2M
  20. 16426
    BVB and Partners S.A.Geneva, SwitzerlandWealth manager
    Bank Vontobel 62%EFG Bank 38%
    $2M
  21. 16439
    Asesordeinversiones.com LTDRoad Town, Tortola, British Virgin IslandsAsset manager
    Apex Fintech 74%Stonex Financial 26%
    $1M
  22. 16472
    Inversso, LLC66 clientsWealth manager
    Schwab 57%Interactive Brokers 43%
    $363K
  23. 16524
    RewbixAustin, TX · 5 clientsWealth manager
    Interactive Brokers 0%Alpaca Securities 0%
    $20K
  24. 16549
    Zacks Intelligence LLCChicago, IL · 1 clientsWealth managerHybridLbmz Securities, Inc., clears through Interactive Brokers
    Schwab 0%Fidelity 0%
    $0K

RIAs by state