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Est. 2026The front page of wealth managementNew York

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IN RIA moves: CAPTRUST adds $1.1B Pacific Northwest RIA to growing wealth platformWM Captrust Acquires $1.1B Pacific Northwest RIARB LPL shares freefall more than 15% after investors aren't appeased by answers to hard-hitting questions about next act after Commonwealth, or by CEO humor during the quarterly analysts' callRB 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 calls
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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. 5281
    Gould Asset Management LLCClaremont, CA · 363 clientsWealth managerAffiliated broker-dealer
    Fidelity 82%
    $1.0B
  2. 5282
    Ridgeleigh CapitalSummit, NJ · 1 clientsAsset manager
    Fidelity 100%
    $1.0B
  3. 5283
    Sterling Investment Counsel, LLCBuffalo, NY · 888 clientsWealth managerHybrid
    Fidelity 100%
    $1.0B
  4. 5284
    Bay Point Advisors, LLCAtlanta, GA · 8 clientsPrivate fund adviserHybrid
    No custodian reported
    $1.0B
  5. 5285
    Nellore Capital Management LLC1 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  6. 5286
    Equality Asset ManagementBoston, MA · 8 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  7. 5287
    Runway Growth Capital LLCChicago, IL · 2 clientsAsset manager
    No custodian reported
    $1.0B
  8. 5288
    Banyan Tree Asset Management, LLCTorrance, CA · 47 clientsWealth managerHybridBanyan Tree Securities, LLC
    Pershing 100%
    $1.0B
  9. 5289
    TheoremNew York, NY · 3 clientsPrivate fund adviser
    Inspira Financial Trust 87%
    $1.0B
  10. 5290
    Watts Gwilliam & Company, LLCGilbert, AZ · 514 clientsWealth manager
    Schwab 100%
    $1.0B
  11. 5291
    Decagon Asset Management LLPLondon, United Kingdom · 5 clientsAsset manager
    UBS 46%Goldman Sachs 35%
    $1.0B
  12. 5292
    BOS Asset Management, LLCSpringfield, IL · 627 clientsAsset managerHybrid
    Schwab 100%
    $1.0B
  13. 5293
    Northwest Wealth Management, LLCSpencer, IA · 2,128 clientsWealth managerBank-affiliated
    Schwab 92%
    $1.0B
  14. 5294
    Walkner Condon Financial Advisors LLCVerona, WI · 805 clientsWealth manager
    Schwab 100%
    $1.0B
  15. 5295
    AC Funds, LLCRidgewood, NJ · 6 clientsAsset manager
    No custodian reported
    $1.0B
  16. 5296
    IFG Advisors, LLCSt. Louis, MO · 566 clientsWealth manager
    Schwab 100%
    $1.0B
  17. 5297
    John Moore & Associates IncAlbuquerque, NM · 729 clientsWealth manager
    Raymond James 100%
    $1.0B
  18. 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
  19. 5299
    Ten Coves Capital, LPDarien, CT · 9 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  20. 5300
    J.w.burns & Company, Inc.Dewitt, NY · 631 clientsWealth manager
    Schwab 100%
    $1.0B
  21. 5301
    Glen Eagle Advisors, LLCKingston, NJ · 3,401 clientsWealth managerHybridGlen Eagle Wealth, LLC, clears through National Financial Services (Fidelity), Pershing
    Interactive Brokers 65%AQR Investments 35%
    $1.0B
  22. 5302
    Vestwell Advisors LLCNew York, NY · 83,310 clientsAsset managerHybrid
    Broadridge Business Process Outsourcing 100%
    $1.0B
  23. 5303
    Cardinal Capital Management IncRaleigh, NC · 305 clientsWealth manager
    Schwab 100%
    $1.0B
  24. 5304
    Astaris Capital Management LLPLondon, United Kingdom · 6 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  25. 5305
    Bass and Bell, Inc.Little Rock, AR · 373 clientsWealth manager
    Raymond James 100%
    $1.0B
  26. 5306
    Thayer Street Partners Management, LLCNew York, NY · 24 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  27. 5307
    Perryman Financial Advisory, Inc.Dallas, TX · 526 clientsWealth managerHybridPerryman Securities, Inc.
    Schwab 100%
    $1.0B
  28. 5308
    Alpha Omega Wealth Management, LLCRichmond, VA · 490 clientsWealth manager
    Schwab 100%
    $1.0B
  29. 5309
    Stanley-Laman Group LTD.Berwyn, PA · 301 clientsWealth managerHybridStanley Laman Group Securities, LLC
    Schwab 100%
    $1.0B
  30. 5310
    Capital Investment Counsel IncRaleigh, NC · 1,271 clientsWealth managerHybridCapital Investment Brokerage, Inc., Capital Investment Group, Inc.
    Pershing 100%
    $1.0B
  31. 5311
    SAW Mill Capital L.L.C.Briarcliff Manor, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  32. 5312
    Pettyjohn, Wood & White, Inc.Lynchburg, VA · 586 clientsWealth managerBank-affiliatedAffiliated broker-dealerBank of the James
    Schwab 100%
    $1.0B
  33. 5313
    Huron Capital Partners LLCDetroit, MI · 12 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  34. 5314
    Radianx Capital, LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  35. 5315
    Centricus Investment Advisors (US) LLCBeverly Hills, CA · 2 clientsPrivate fund adviserHybrid
    No custodian reported
    $1.0B
  36. 5316
    Soundwatch Capital, LLCDallas, TX · 1 clientsAsset manager
    Schwab 86%
    $1.0B
  37. 5317
    Northstar CapitalMinneapolis, MN · 6 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  38. 5318
    Greatmark Investment Partners, Inc.Columbus, GA · 433 clientsWealth manager
    Schwab 100%
    $1.0B
  39. 5319
    Zevin Asset Management, LLCBoston, MA · 768 clientsWealth manager
    Schwab 85%
    $1.0B
  40. 5320
    Alpine Grove Partners LLPNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $1.0B

RIAs by state