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IN Tax planning gap puts affluent women clients at risk of leavingKC Value-Based Pricing For Financial Planning And Charging As Much As The Market Will Bear: Kitces & Carl 202IN FinCEN rule "essentially dead" for U.S. firms, compliance experts warnIN Inflation is gutting retirement savings and most Americans don't see what's comingIN 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 hats
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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. 5441
    Prytania Investment Advisors LLPLondon, United Kingdom · 5 clientsAsset manager
    State Street 100%
    $982M
  2. 5442
    Altiora Financial Group, LLC134 clientsWealth manager
    Schwab 66%Fidelity 34%
    $982M
  3. 5443
    Broadshore Capital Partners, LLCLos Angeles, CA · 11 clientsAsset manager
    No custodian reported
    $982M
  4. 5444
    Khrom Capital ManagementMiami, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $981M
  5. 5445
    Village Global Management, L.L.C.Covina, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $979M
  6. 5446
    Wealth Alliance Advisory Group, LLCWichita, KS · 982 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $979M
  7. 5447
    Epoch Capital, USNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $979M
  8. 5448
    Summit Wealth and Retirement PartnersEagle, ID · 354 clientsWealth managerHybrid
    Schwab 100%
    $978M
  9. 5449
    Astoria Portfolio Advisors LLCNew York, NY · 123 clientsAsset manager
    Schwab 80%
    $978M
  10. 5450
    Keyframe Capital Partners, L.P.New York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $977M
  11. 5451
    Patton Wealth Advisors143 clientsPrivate fund adviser
    Interactive Brokers 88%
    $977M
  12. 5452
    MBE Wealth Management, LLCTomah, WI · 2,598 clientsWealth managerWrap sponsor
    Schwab 81%
    $977M
  13. 5453
    Night Squared LPNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $976M
  14. 5454
    Level Financial Advisors, Inc.East Amherst, NY · 728 clientsWealth manager
    Schwab 100%
    $975M
  15. 5455
    Satovsky Asset Management LLCNew York, NY · 216 clientsWealth managerHybrid
    Fidelity Distributors Company 100%
    $975M
  16. 5456
    Balmoral Management II L.P.Los Angeles, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $974M
  17. 5457
    Maia WealthDenver, CO · 2,148 clientsWealth manager
    Schwab 98%
    $973M
  18. 5458
    Lebenthal Global Advisors, LLCHauppauge, NY · 2,465 clientsWealth managerWrap sponsorHybridLebenthal Financial Services, Inc.
    Raymond James 56%Schwab 44%
    $972M
  19. 5459
    Crewcial Partners LLCNew York, NY · 9 clientsAsset manager
    Fifth Third Bank 52%Comerica Bank 48%
    $972M
  20. 5460
    Aufman Associates IncSewickley, PA · 245 clientsWealth manager
    Schwab 100%
    $972M
  21. 5461
    Intertide PartnersChicago, IL · 2 clientsWealth manager
    Northern Trust 52%Schwab 48%
    $971M
  22. 5462
    Veery Capital, LLCWest Chester, PA · 314 clientsAsset managerHybrid
    SEI 42%Principal 41%
    $971M
  23. 5463
    ELK River Wealth Management LLCDenver, CO · 285 clientsWealth manager
    Fidelity 88%
    $971M
  24. 5464
    The Arkansas Financial Group, Inc.Little Rock, AR · 367 clientsWealth manager
    Fidelity 100%
    $971M
  25. 5465
    Scott Capital PartnersLondon, United Kingdom · 87 clientsWealth manager
    Brown Shipley & Co Limited 81%
    $971M
  26. 5466
    Chicago Atlantic Advisers, LLCChicago, IL · 9 clientsPrivate fund adviserAffiliated broker-dealerStoneliving Securities, LLC
    No custodian reported
    $970M
  27. 5467
    Columbus Macro, LLC22 clientsAsset manager
    Pershing 90%
    $970M
  28. 5468
    Cirrus Real Estate PartnersNew York, NY · 21 clientsPrivate fund adviser
    No custodian reported
    $970M
  29. 5469
    Bentoak CapitalWeatherford, TX · 798 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $970M
  30. 5470
    TDA Investment GroupSan Mateo, CA · 4 clientsAsset manager
    No custodian reported
    $969M
  31. 5471
    Carrera Capital AdvisorsTroy, MI · 998 clientsWealth manager
    Fidelity 79%
    $969M
  32. 5472
    First Sentier Investors (US) LLCNew York, NY · 11 clientsPrivate fund adviserHybrid
    No custodian reported
    $969M
  33. 5473
    CAT Rock Capital Management LPGreenwich, CT · 4 clientsPrivate fund adviser
    No custodian reported
    $968M
  34. 5474
    Odeon Capital Advisors LLCNew York, NY · 34 clientsAsset managerHybridOdeon Capital Group LLC, clears through RBC Capital Markets
    Interactive Brokers 99%
    $967M
  35. 5475
    Factorial Funds Management LLCSan Francisco, CA · 25 clientsPrivate fund adviser
    No custodian reported
    $967M
  36. 5476
    Lifeworks Advisors, LLCGrand Rapids, MI · 1,814 clientsWealth managerWrap sponsor
    Schwab 72%
    $967M
  37. 5477
    Petrichor Healthcare Capital Management LPNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $966M
  38. 5478
    Timefolio Asset Management Singapore PTE. LTD.Singapore, Singapore, Singapore · 27 clientsPrivate fund adviser
    No custodian reported
    $966M
  39. 5479
    Ashford Capital Management IncWilmington, DE · 92 clientsAsset manager
    Wilmington Trust 59%Fidelity 25%
    $966M
  40. 5480
    Unique Wealth, LLCTampa, FL · 846 clientsWealth manager
    Pershing 100%
    $966M

RIAs by state