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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. 6081
    Moss, Luse & Womble, LLCPlano, TX · 874 clientsWealth manager
    Schwab 100%
    $803M
  2. 6082
    Clear Trail Advisors, LLCHouston, TX · 376 clientsWealth manager
    Schwab 100%
    $803M
  3. 6083
    Elsewhere Partners, LLCAustin, TX · 11 clientsPrivate fund adviser
    No custodian reported
    $803M
  4. 6084
    Opaleye Management Inc.Boston, MA · 2 clientsPrivate fund adviser
    No custodian reported
    $803M
  5. 6085
    Hunters Moon Capital LLPLondon, United Kingdom · 6 clientsPrivate fund adviser
    Morgan Stanley 100%
    $803M
  6. 6086
    Hunters Moon Capital (US) LPNew York, NY · 6 clientsPrivate fund adviser
    Morgan Stanley 100%
    $803M
  7. 6087
    Poetic Group LLCHackensack, NJ · 6 clientsPrivate fund adviser
    U.S. Bank 70%J.P. Morgan 30%
    $803M
  8. 6088
    The L. Warner Companies, IncTimonium, MD · 465 clientsWealth managerHybrid
    Schwab 100%
    $802M
  9. 6089
    Solstein Capital, LLCMenlo Park, CA · 30 clientsAsset manager
    Schwab 30%State Street 27%UBS 24%
    $802M
  10. 6090
    Kain CapitalNew York, NY · 20 clientsPrivate fund adviser
    No custodian reported
    $802M
  11. 6091
    Compass Group Equity PartnersSt. Louis, MO · 7 clientsPrivate fund adviser
    No custodian reported
    $801M
  12. 6092
    PSI Advisors, LLCTampa, FL · 1,745 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $801M
  13. 6093
    Fintech Collective Management LLCNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $801M
  14. 6094
    Kuhn Advisors, Inc.Durham, NC · 256 clientsWealth manager
    Schwab 88%
    $801M
  15. 6095
    Compton Wealth Advisory Group, LLCVirginia Beach, VA · 232 clientsWealth manager
    Schwab 100%
    $800M
  16. 6096
    Laffer Tengler Investments, Inc.Nashville, TN · 276 clientsWealth managerWrap sponsor
    Pershing 88%
    $800M
  17. 6097
    Creekmur Asset Management, LLCMorton, IL · 1,902 clientsWealth managerWrap sponsor
    Schwab 71%Fidelity 29%
    $800M
  18. 6098
    Financial Focus LLCCarlsbad, CA · 584 clientsWealth managerHybrid
    Schwab 59%Assetmark Trust 41%
    $800M
  19. 6099
    Veracity Capital LLCAtlanta, GA · 362 clientsWealth manager
    Fidelity 100%
    $800M
  20. 6100
    Corgi Strategies, LLCChicago, IL · 206 clientsAsset managerHybridAnos Capital, L.L.C.
    No custodian reported
    $799M
  21. 6101
    Harris Preston & Partners, LLCAustin, TX · 109 clientsPrivate fund adviser
    No custodian reported
    $799M
  22. 6102
    Park Lane Advisors, LLCBirmingham, AL · 8 clientsAsset manager
    Regions Bank 41%Columbia Bank DBA Columbia Private Trust Custodian FBO 33%Fidelity 26%
    $799M
  23. 6103
    Relevant Wealth Advisors, LLCMill Valley, CA · 67 clientsAsset manager
    Schwab 0%
    $799M
  24. 6104
    ICR PartnersNashvillle, TN · 9 clientsAsset manager
    No custodian reported
    $799M
  25. 6105
    Carolina Wealth Management, Inc.Greenville, NC · 646 clientsWealth manager
    Schwab 100%
    $798M
  26. 6106
    Quantum Capital Advisors, LLC1 clientsAsset manager
    UMB Financial Services 59%Schwab 41%
    $798M
  27. 6107
    McNamara Financial Services, Inc.Marshfield, MA · 934 clientsWealth manager
    Schwab 100%
    $798M
  28. 6108
    Proffitt & Goodson Inc.Knoxville, TN · 299 clientsWealth manager
    Schwab 100%
    $798M
  29. 6109
    Clariti Wealth AdvisorsWilmington, DE · 263 clientsWealth manager
    Fidelity 100%
    $798M
  30. 6110
    Folger Nolan Fleming Douglas IncorporatedWashington, DC · 262 clientsBroker-dealer firmHybrid
    Pershing 100%
    $797M
  31. 6111
    Parisi Gray Wealth Management, LLCMendham, NJ · 203 clientsWealth managerHybrid
    Pershing 100%
    $796M
  32. 6112
    Westwind CapitalLas Cruces, NM · 1,131 clientsWealth manager
    Schwab 100%
    $796M
  33. 6113
    337 Frontier Capital, LPNew York, NY · 6 clientsPrivate fund adviser
    BNY 53%State Street 47%
    $795M
  34. 6114
    Brady Martz Wealth Solutions, LLCGrand Forks, ND · 448 clientsWealth manager
    Schwab 100%
    $795M
  35. 6115
    McRae Capital Management Inc.Morristown, NJ · 820 clientsWealth manager
    Fidelity 100%
    $795M
  36. 6116
    Q3 Asset Management CorporationBirmingham, MI · 2,926 clientsAsset manager
    Axos 100%
    $795M
  37. 6117
    Hurlow Wealth Management Group, Inc.Bloomington, IN · 538 clientsWealth manager
    Schwab 100%
    $794M
  38. 6118
    BHK Investment AdvisorsBirmingham, AL · 328 clientsWealth managerHybridBHK Securities, LLC
    Schwab 50%Wells Fargo 50%
    $794M
  39. 6119
    Fortress Wealth PlanningJacksonville Beach, FL · 161 clientsWealth managerWrap sponsor
    Fidelity 100%
    $794M
  40. 6120
    Friends & Family Capital Management, LLCMenlo Park, CA · 17 clientsPrivate fund adviser
    No custodian reported
    $794M

RIAs by state