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Est. 2026The front page of wealth managementNew York

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FP Wells Fargo raises hurdle for higher advisor payouts for first time in 5 yearsWM Schwab Survey: RIAs Are Shifting Growth Focus Beyond AUM to New Clients, ReferralsIN AI operating system race heats up as Nevis raises $70 millionFP When should RIAs hand clients to next-generation advisors?IN Taxes, alts, in the education spotlight at Schwab IMPACTIN Ameriprise’s Cracchiolo: There’s no retention program hereIN Schwab tells RIAs its wealth arm isn’t 'competing for new business'WM LPL-Affiliated Firm Sues Former Advisor, Cetera for Soliciting Clients, Stealing DataIN Vestmark, Allspring team up on advisor-built model portfoliosIN A successful AI workforce isn’t about agents, says Humanity Labs CEO
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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. 5841
    Greenrock Research, Inc.Chicago, IL · 25 clientsAsset manager
    No custodian reported
    $864M
  2. 5842
    Lloyd Capital LLCKilchberg, Switzerland · 16 clientsPrivate fund adviser
    J.P. Morgan 100%
    $863M
  3. 5843
    Cartesian Capital GroupNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $863M
  4. 5844
    Ativo Capital Management, LLCChicago, IL · 17 clientsAsset manager
    Northern Trust 52%State Street 48%
    $863M
  5. 5845
    Arc Capital PartnersLos Angeles, CA · 11 clientsPrivate fund adviser
    No custodian reported
    $862M
  6. 5846
    Gill Capital PartnersDenver, CO · 481 clientsBroker-dealer firmHybrid
    Schwab 100%
    $862M
  7. 5847
    GSG Advisors LLCMount Laurel, NJ · 183 clientsWealth manager
    No custodian reported
    $862M
  8. 5848
    McMill CPA and AdvisorsNorfolk, NE · 5,656 clientsWealth manager
    Schwab 100%
    $862M
  9. 5849
    Front Street Capital Management, Inc.Missoula, MT · 1,208 clientsWealth manager
    SEI 80%
    $862M
  10. 5850
    The High Net Worth Advisory Group, LLCNaples, FL · 426 clientsWealth manager
    Raymond James 100%
    $862M
  11. 5851
    Meridian Investment AdvisorsLittle Rock, AR · 233 clientsAsset manager
    Schwab 65%
    $862M
  12. 5852
    Halle Capital Management LPNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $862M
  13. 5853
    Elite Wealth Management, Inc.Kirkland, WA · 469 clientsWealth manager
    Interactive Brokers 54%Schwab 46%
    $861M
  14. 5854
    Keystone Private WealthPalm Desert, CA · 635 clientsWealth managerHybrid
    Schwab 100%
    $861M
  15. 5855
    Eagle's View Capital Management LLCNew York, NY · 28 clientsPrivate fund adviserHybrid
    No custodian reported
    $860M
  16. 5856
    Invesco Private Capital, Inc.New York, NY · 8 clientsPrivate fund adviserHybridInvesco Capital Markets, Inc., Invesco Distributors, Inc.
    No custodian reported
    $860M
  17. 5857
    1confirmationIncline Village, NV · 10 clientsPrivate fund adviser
    No custodian reported
    $860M
  18. 5858
    Atlas Private Wealth AdvisorsRed Bank, NJ · 1,223 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $860M
  19. 5859
    Wealthcare Investment Partners LLCPortsmouth, RI · 1,853 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $860M
  20. 5860
    Probity Advisors, Inc.Dallas, TX · 567 clientsWealth managerHybrid
    Fidelity 79%
    $859M
  21. 5861
    Cannae Portfolio Advisors, LLCStamford, CT · 4 clientsPrivate fund adviser
    No custodian reported
    $859M
  22. 5862
    J.H. Whitney Capital Partners, LLCNew Canaan, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $859M
  23. 5863
    Sengu Capital LimitedHong Kong, Hong Kong · 7 clientsAsset manager
    Morgan Stanley 55%Barclays 22%
    $859M
  24. 5864
    Pinney & Scofield, Inc.Cambridge, MA · 295 clientsWealth manager
    Schwab 100%
    $859M
  25. 5865
    Bridgeinvest LLCMiami, FL · 7 clientsPrivate fund adviser
    No custodian reported
    $859M
  26. 5866
    Cambient Family Office, LLCAda, MI · 198 clientsWealth managerWrap sponsor
    Fidelity 100%
    $858M
  27. 5867
    Alliance Consumer Growth, LLCNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $858M
  28. 5868
    Virgo Investment Group LLCBurlingame, CA · 14 clientsPrivate fund adviser
    No custodian reported
    $857M
  29. 5869
    Saddle Point Management, L.P.New York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $857M
  30. 5870
    Delta Investment Management, LLCSan Francisco, CA · 1,099 clientsWealth manager
    Schwab 100%
    $857M
  31. 5871
    Grey Rock Management Partners IV, LLCDallas, TX · 9 clientsPrivate fund adviser
    No custodian reported
    $857M
  32. 5872
    Blume Capital Management, Inc.Berkeley, CA · 242 clientsWealth manager
    Schwab 100%
    $857M
  33. 5873
    Arosa Capital Management LPMiami Beach, FL · 14 clientsPrivate fund adviser
    No custodian reported
    $857M
  34. 5874
    GFO Asset Management, LLCMiami Beach, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $856M
  35. 5875
    Cpmg, Inc.Dallas, TX · 26 clientsPrivate fund adviser
    No custodian reported
    $856M
  36. 5876
    Politan Capital Management3 clientsPrivate fund adviser
    No custodian reported
    $856M
  37. 5877
    Radnor Capital Management, LLCWayne, PA · 192 clientsWealth manager
    Schwab 47%PNC Wealth Management 42%
    $855M
  38. 5878
    Rossby Financial, LLCMelbourne, FL · 3,910 clientsWealth managerWrap sponsorHybrid
    No custodian reported
    $855M
  39. 5879
    Estuary Capital Management LPWayzata, MN · 3 clientsPrivate fund adviser
    No custodian reported
    $854M
  40. 5880
    Neman Ventures LLC18 clientsPrivate fund adviser
    No custodian reported
    $854M

RIAs by state