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RB Referral vendor Zoe Financial rewrites its ADV2 for fee hikes in its RIA TAMP that follow a censure, cease-and-desist order, and $450,000 civil penalty to atone for conflict disclosure failures in how it wears both hatsFP A guide to getting AI buy-in as RIAs look to scaleIN TCW’s TPAY private asset income fund set to hit AUM milestoneIN Advisor moves: Raymond James lands $460M father-son team from Wells FargoIN Schwab CEO says firm is blocking rogue AI agents from client accountsIN Best Practices in AI Compliance: How Real Firms Are Making the CallIN Wealth firms moving upmarket face tough talent and outsourcing callsIN Schwab IMPACT 2026 full conference coverageWM Schwab Offers Credit to RIAs to Prompt Use of Claude AI Enterprise PlanIN These are the questions advisors need to ask to ride the AI wave
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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.

Filters

17,210 firms manage $177.9 trillion

Open in the Atlas screener

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  1. 4841
    Schwerin Boyle Capital Management, IncSpringfield, MA · 153 clientsWealth manager
    Fidelity 34%Schwab 33%Wells Fargo 32%
    $1.2B
  2. 4842
    Chicago Oakbrook Financial GroupOak Brook, IL · 1,380 clientsWealth manager
    Raymond James 100%
    $1.2B
  3. 4843
    Van Cleef Asset Management IncBeachwood, OH · 226 clientsWealth manager
    Schwab 85%
    $1.2B
  4. 4844
    Wright Investors Service IncShelton, CT · 90 clientsAsset managerHybridWright Investors' Service Distributors, Inc.
    Mercantile Bank 54%Wilmington Trust 46%
    $1.2B
  5. 4845
    Wespac Advisors, LLCOrinda, CA · 639 clientsAsset managerAffiliated broker-dealer
    Schwab 100%
    $1.2B
  6. 4846
    Childress Capital Advisors, LLCHouston, TX · 146 clientsWealth manager
    Fidelity 100%
    $1.2B
  7. 4847
    Brightspire Capital Advisors, LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  8. 4848
    Angeles Equity Partners, LLCLos Angeles, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  9. 4849
    Arista Wealth Management, LLCLas Vegas, NV · 530 clientsWealth manager
    Fidelity 67%Schwab 33%
    $1.2B
  10. 4850
    Oridian Capital Management, L.P.Washington, DC · 5 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  11. 4851
    Sagard Real Estate AdvisorsDenver, CO · 29 clientsPrivate fund adviserAffiliated broker-dealer
    No custodian reported
    $1.2B
  12. 4852
    Columbia Asset Management, L.L.C.Ann Arbor, MI · 431 clientsWealth manager
    Schwab 100%
    $1.2B
  13. 4853
    Bluemountain Fuji Management, LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  14. 4854
    Juggernaut Management, LLCWashington, DC · 19 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  15. 4855
    Autumn Lane Advisors, LLCHouston, TX · 73 clientsWealth manager
    Schwab 100%
    $1.2B
  16. 4856
    Breakout Capital PartnersNew York, NY · 3 clientsPrivate fund adviser
    Citi 75%J.P. Morgan 25%
    $1.2B
  17. 4857
    Ursa Fund Management LLCDanville, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  18. 4858
    Cedar Mountain Advisors, LLCLake Oswego, OR · 890 clientsWealth manager
    Schwab 90%
    $1.2B
  19. 4859
    Flatiron RR LLC, Manager SeriesNew York, NY · 3 clientsPrivate fund adviserHybridNylife Distributors LLC, Nylife Securities LLC, clears through National Financial Services (Fidelity)
    No custodian reported
    $1.2B
  20. 4860
    BMO Nesbitt Burns Securities LTD.Toronto, Ontario, Canada · 1,086 clientsBroker-dealer firmHybridBMO Capital Markets Corp., BMO Investorline Inc.
    No custodian reported
    $1.2B
  21. 4861
    Baron Silver Stevens Financial Advisors, LLCBoca Raton, FL · 610 clientsWealth managerWrap sponsorHybrid
    Pershing 100%
    $1.2B
  22. 4862
    Modern Portfolio Consultants, LLCNaples, FL · 9 clientsAsset manager
    No custodian reported
    $1.2B
  23. 4863
    Finback Investment PartnersCoral Gables, FL · 9 clientsPrivate fund adviserHybrid
    No custodian reported
    $1.2B
  24. 4864
    Centura Wealth AdvisorySan Diego, CA · 588 clientsWealth manager
    Schwab 100%
    $1.2B
  25. 4865
    Richard Young AdvisorsAugusta, GA · 1,940 clientsWealth manager
    Schwab 100%
    $1.2B
  26. 4866
    Silverback Asset Management, LLCDurham, NC · 8 clientsAsset manager
    J.P. Morgan 50%Wells Fargo 50%
    $1.2B
  27. 4867
    Global Evolution USA, LLCNew York, NY · 4 clientsAsset managerAffiliated broker-dealerConning Investment Products, Inc.
    State Street 100%
    $1.2B
  28. 4868
    Maceratio LLCMiami, FL · 248 clientsAsset managerHybrid
    Latin Securities 95%
    $1.2B
  29. 4869
    Tobias Financial AdvisorsPlantation, FL · 383 clientsWealth manager
    Schwab 100%
    $1.2B
  30. 4870
    Compound Global Advisors, LLC2 clientsAsset manager
    BNP Paribas Security Services 100%
    $1.2B
  31. 4871
    Guardian Capital PartnersWayne, PA · 3 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  32. 4872
    Brooknoll Advisors LLCBoston, MAAsset manager
    No custodian reported
    $1.2B
  33. 4873
    Black Lake Investments LLCWayzata, MNAsset manager
    Dtcc 100%
    $1.2B
  34. 4874
    Stone Point Credit Income Adviser LLCGreenwich, CT · 3 clientsAsset managerHybridSPC Capital Markets LLC
    No custodian reported
    $1.2B
  35. 4875
    Moment Partners, LLCSan Francisco, CA · 435 clientsWealth manager
    Wells Fargo 100%
    $1.2B
  36. 4876
    Hackman Capital Partners, LLCCulver City, CA · 18 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  37. 4877
    Avier Wealth AdvisorsBellevue, WA · 583 clientsWealth manager
    Schwab 57%Fidelity 43%
    $1.2B
  38. 4878
    Aspire Growth Partners LLC958 clientsWealth manager
    Raymond James 100%
    $1.2B
  39. 4879
    Gainline Capital Partners LPStamford, CT · 8 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  40. 4880
    Founders Financial Alliance, LLCRaleigh, NC · 2,412 clientsWealth managerHybrid
    LPL Financial 64%
    $1.2B

RIAs by state