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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. 6201
    Goalvest Advisory LLCNew York, NY · 487 clientsWealth managerHybrid
    Schwab 100%
    $778M
  2. 6202
    Astira Capital Partners LPBoston, MA · 2 clientsPrivate fund adviser
    No custodian reported
    $777M
  3. 6203
    Snow Phipps Group, LLCNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $777M
  4. 6204
    Stormfield Capital, LLCSouthport, CT · 7 clientsPrivate fund adviser
    No custodian reported
    $776M
  5. 6205
    Meld Financial, Inc.Birmingham, AL · 1,130 clientsWealth manager
    Fidelity 100%
    $776M
  6. 6206
    Market Street Wealth Management Advisors, LLCIndianapolis, IN · 427 clientsWealth manager
    Schwab 100%
    $776M
  7. 6207
    BCM Advisors, LLCLafayette, LA · 486 clientsWealth manager
    Schwab 100%
    $776M
  8. 6208
    Global View Capital Management LLCWaukesha, WI · 3,819 clientsWealth managerWrap sponsorHybrid
    Schwab 75%Axos 25%
    $775M
  9. 6209
    Grafine Capital Holdings LLCNew York, NY · 4 clientsPrivate fund adviserHybridGrafine Capital Partners LLC
    No custodian reported
    $775M
  10. 6210
    Newgen Asset Management LimitedToronto, Ontario, Canada · 9 clientsPrivate fund adviser
    No custodian reported
    $775M
  11. 6211
    Habrok Capital Management LLPLondon, United Kingdom · 4 clientsPrivate fund adviser
    State Street 100%
    $774M
  12. 6212
    Stoneridge PMG Advisors, LLCRadnor, PA · 18 clientsAsset manager
    TD Bank USA, National Association 73%
    $774M
  13. 6213
    Strategic Value Bank Partners LLCCleveland, OH · 6 clientsPrivate fund adviser
    No custodian reported
    $774M
  14. 6214
    Embassy Asset Management LPShort Hills, NJ · 4 clientsAsset managerHybrid
    No custodian reported
    $774M
  15. 6215
    Ampfield ManagementNew York, NY · 10 clientsPrivate fund adviser
    BNY 84%
    $774M
  16. 6216
    Satis Wealth ManagementLondon, United Kingdom · 674 clientsWealth manager
    Transact 86%
    $774M
  17. 6217
    KLH CapitalTampa, FL · 3 clientsPrivate fund adviser
    No custodian reported
    $774M
  18. 6218
    The Lyme Timber Company LLCHanover, NH · 11 clientsPrivate fund adviser
    No custodian reported
    $774M
  19. 6219
    Flynn Zito Capital Management, LLCGarden City, NY · 1,073 clientsWealth managerHybrid
    LPL Financial 100%
    $774M
  20. 6220
    Forthright Wealth Management, LLCAlpharetta, GA · 575 clientsWealth managerHybrid
    Raymond James 100%
    $773M
  21. 6221
    JB Investments Management, LLC2 clientsPrivate fund adviser
    No custodian reported
    $773M
  22. 6222
    Potentum Partners, L.P.Melbourne, Victoria, Australia · 41 clientsPrivate fund adviser
    No custodian reported
    $773M
  23. 6223
    North Point Portfolio Managers CorporationOrange Village, OH · 276 clientsWealth manager
    Schwab 100%
    $773M
  24. 6224
    4612 Group, LLCAtlanta, GA · 9 clientsAsset manager
    Merrill / Bank of America 74%Northern Trust 26%
    $773M
  25. 6225
    Bruton Chisnell Advisors, LLCDowningtown, PA · 630 clientsWealth managerHybrid
    Fidelity Distributors Company 100%
    $772M
  26. 6226
    Intrinsic Edge Capital Management LLCChicago, IL · 2 clientsPrivate fund adviser
    No custodian reported
    $772M
  27. 6227
    MTM Financial Group, LLCBethlehem, PA · 3,276 clientsWealth managerHybrid
    Schwab 100%
    $772M
  28. 6228
    Seabridge Investment Advisors LLCSummit, NJ · 201 clientsWealth manager
    Schwab 91%
    $771M
  29. 6229
    Standpoint Asset Management, LLCScottsdale, AZ · 1 clientsAsset manager
    No custodian reported
    $771M
  30. 6230
    Blue Zone Wealth Advisors, LLCLos Angeles, CA · 181 clientsWealth manager
    Schwab 100%
    $770M
  31. 6231
    Professional Financial Advisors, LLCNorth Platte, NE · 3,345 clientsWealth managerWrap sponsor
    Schwab 100%
    $770M
  32. 6232
    Retirement Fund ManagementAtlanta, GA · 10 clientsAsset manager
    Principal Financial Group 56%Fidelity 44%
    $770M
  33. 6233
    Permanent Capital Management, LPChicago, IL · 3 clientsAsset manager
    Fidelity 100%
    $769M
  34. 6234
    Hourglass Capital, LLCHouston, TX · 102 clientsWealth manager
    Schwab 100%
    $769M
  35. 6235
    Grant Street Asset Management IncCanonsburg, PA · 445 clientsWealth manager
    Schwab 100%
    $769M
  36. 6236
    Hennion & Walsh Asset Management, Inc.Parsippany, NJ · 1,099 clientsBroker-dealer firmHybridHennion & Walsh, Inc.
    Wells Fargo 100%
    $769M
  37. 6237
    ADK Wealth Advisory GroupSt. Louis, MO · 1,208 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $768M
  38. 6238
    Wilsey Asset Management IncorporatedSan Diego, CA · 892 clientsWealth manager
    Schwab 100%
    $768M
  39. 6239
    Lodge Hill Capital, LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $768M
  40. 6240
    Apax Partners US, LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $768M

RIAs by state