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Est. 2026The front page of wealth managementNew York

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IN Private assets in 401(k) plans draw rising interest from saversIN Schwab IMPACT 2026 full conference coverageIN RIA moves: CAPTRUST adds $1.1B Pacific Northwest firmWM 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 accounts
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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

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. 5321
    WM Partners, LPAventura, FL · 14 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  2. 5322
    Newbrook Capital Advisors LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  3. 5323
    Asset Allocation Strategies, LLCFarmington, MI · 4,394 clientsWealth managerHybridGLP Investment Services, LLC
    Schwab 78%PCS / IPX 22%
    $1.0B
  4. 5324
    Breakwater Capital GroupParamus, NJ · 370 clientsWealth manager
    Schwab 100%
    $1.0B
  5. 5325
    36 South Capital Advisors LLPLondon, United Kingdom · 10 clientsPrivate fund adviser
    BNY 100%
    $1.0B
  6. 5326
    Mg&a WealthPlantation, FL · 657 clientsWealth managerHybrid
    Fidelity 100%
    $1.0B
  7. 5327
    McD-Kissner GP, LLCOverland Park, KS · 3 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  8. 5328
    Edge Natural Resources LLCDallas, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  9. 5329
    Lafleur & Godfrey Private Wealth ManagementGrand Rapids, MI · 498 clientsWealth managerAffiliated broker-dealer
    Schwab 100%
    $1.0B
  10. 5330
    Sollinda Capital Management LLCMiami, FL · 1,729 clientsAsset managerHybridAndrew Rader, Christopher Jason Cowan
    Schwab 100%
    $1.0B
  11. 5331
    Portfolio Strategies Inc NYMontvale, NJ · 3,412 clientsWealth manager
    Fidelity 100%
    $1.0B
  12. 5332
    GFG CapitalMiami, FL · 291 clientsAsset managerHybridGFG Securities, LLC
    Pershing 46%Schwab 33%
    $1.0B
  13. 5333
    JT Stratford, LLCGainesville, GA · 1,266 clientsWealth manager
    Schwab 100%
    $1.0B
  14. 5334
    Verum Partners LLCCharlotte, NC · 405 clientsWealth manager
    Fidelity 62%Schwab 38%
    $1.0B
  15. 5335
    Enervest Investment Services, L.L.C.Houston, TX · 8 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  16. 5336
    Teamwork Financial Advisors, LLCSan Antonio, TX · 2,485 clientsWealth manager
    Schwab 100%
    $1.0B
  17. 5337
    Jocelyn Investment Management, LLCSan Rafael, CA · 259 clientsAsset manager
    Schwab 82%
    $1.0B
  18. 5338
    Archer Investment CorporationCarmel, IN · 4,335 clientsWealth managerHybrid
    TradePMR / Robinhood 79%
    $1.0B
  19. 5339
    Verita Strategic Wealth Partners, LLCSan Francisco, CA · 17 clientsWealth manager
    Schwab 100%
    $1.0B
  20. 5340
    Isometry Capital, LLCNew York, NY · 12 clientsPrivate fund adviser
    Riyad Capital 79%
    $1.0B
  21. 5341
    Navigation Group LLCRedwood Shores, CA · 342 clientsWealth managerHybrid
    LPL Financial 100%
    $1.0B
  22. 5342
    Vertex PartnersDowners Grove, IL · 843 clientsWealth managerWrap sponsorHybrid
    LPL Financial 56%Schwab 44%
    $1.0B
  23. 5343
    Nasdaq Dorsey WrightRichmond, VA · 840 clientsAsset managerAffiliated broker-dealerNPM Securities, LLC, Nasdaq Capital Markets Advisory LLC
    Wells Fargo 37%
    $1.0B
  24. 5344
    Standard Family Office, LLCSioux Falls, SD · 2 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  25. 5345
    10x Capital PartnersNew York, NY · 2 clientsPrivate fund adviserHybridAnthem Securities, LLC
    Ceffu 100%
    $1.0B
  26. 5346
    Main Management Fund Advisors, LLCSan Francisco, CA · 1 clientsAsset manager
    No custodian reported
    $1.0B
  27. 5347
    Peak Asset Management, LLCLouisville, CO · 342 clientsWealth manager
    Schwab 100%
    $1.0B
  28. 5348
    First Tryon AdvisorsCharlotte, NC · 14 clientsAsset managerHybridFirst Tryon Securities, LLC, clears through Hilltop Securities
    No custodian reported
    $1.0B
  29. 5349
    Growth Catalyst Partners, L.P.Chicago, IL · 15 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  30. 5350
    Invictus Fiduciary Services, LLCMemphis, TN · 33 clientsAsset manager
    No custodian reported
    $1.0B
  31. 5351
    Lathrop Investment Management CompanyLittle Rock, AR · 235 clientsWealth manager
    Schwab 100%
    $1.0B
  32. 5352
    Fermata AdvisorsSonoma, CA · 3,879 clientsWealth manager
    Schwab 100%
    $1.0B
  33. 5353
    Anderson Growth Partners, LLCBirmingham, AL · 209 clientsPrivate fund adviserHybrid
    Fidelity 100%
    $1.0B
  34. 5354
    Vectors Asset ManagementNew York, NY · 859 clientsAsset manager
    Schwab 60%U.S. Bank 40%
    $1.0B
  35. 5355
    Nomura Asset Management U.S.A. Inc.New York, NY · 4 clientsAsset managerAffiliated broker-dealerDelaware Distributors, L.P., Instinet, LLC
    CIBC Mellon Trust 100%
    $1.0B
  36. 5356
    The Northstar Group, Inc.New York, NY · 258 clientsWealth managerHybrid
    Pershing 86%
    $1.0B
  37. 5357
    Mirador Capital PartnersPleasanton, CA · 662 clientsWealth managerHybrid
    Schwab 100%
    $1.0B
  38. 5358
    Renovo Capital, LLCDallas, TX · 8 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  39. 5359
    Legacy Financial GroupDes Moines, IA · 1,452 clientsWealth managerHybrid
    Schwab 100%
    $1.0B
  40. 5360
    Pelican Energy PartnersHouston, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $1.0B

RIAs by state