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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. 6241
    New England Capital Financial Advisors LLCCheshire, CT · 1,219 clientsWealth manager
    Fidelity 92%
    $768M
  2. 6242
    Shah Capital ManagementRaleigh, NC · 57 clientsPrivate fund adviser
    Schwab 100%
    $768M
  3. 6243
    Urban Fund Management, LLCPlano, TX · 9 clientsPrivate fund adviser
    No custodian reported
    $768M
  4. 6244
    Community US Fund Management, Inc.10 clientsPrivate fund adviser
    No custodian reported
    $768M
  5. 6245
    Compass AdvisorsMelville, NY · 528 clientsWealth managerHybridCapfinancial Securities, LLC.
    Schwab 100%
    $767M
  6. 6246
    AcmeSan Francisco, CA · 19 clientsPrivate fund adviser
    No custodian reported
    $767M
  7. 6247
    Benchmark Plus ManagementGig Harbor, WA · 9 clientsPrivate fund adviser
    No custodian reported
    $767M
  8. 6248
    Flowstone Partners, LLC1 clientsAsset managerHybridWillis Towers Watson Securities, LLC
    No custodian reported
    $767M
  9. 6249
    Ironwood Capital Advisors LLCAvon, CT · 10 clientsPrivate fund adviser
    No custodian reported
    $766M
  10. 6250
    Benchmark Financial Wealth Advisors LLCBoca Raton, FL · 366 clientsWealth manager
    Fidelity 100%
    $766M
  11. 6251
    Wisdomtree Digital Management, Inc.New York, NY · 1 clientsAsset managerHybridWisdomtree Securities, Inc.
    No custodian reported
    $766M
  12. 6252
    Coinfund Management LLCNew York, NY · 20 clientsPrivate fund adviser
    No custodian reported
    $766M
  13. 6253
    Demming Financial Services Corp.Aurora, OH · 796 clientsWealth manager
    Schwab 100%
    $766M
  14. 6254
    T Ventures Management Co, LTD.Sydney NSW, Australia · 6 clientsPrivate fund adviser
    No custodian reported
    $766M
  15. 6255
    Blue Edge Capital, LLCRichmond, VA · 172 clientsWealth manager
    Schwab 100%
    $765M
  16. 6256
    Orange Investment Advisors, LLCWinter Park, FL · 3 clientsAsset manager
    Federal Home Loan Bank of Atlanta 100%
    $765M
  17. 6257
    Moldenhauer & AssociatesOrchard Park, NY · 1,152 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $765M
  18. 6258
    Investment Performance Services LLCSavannah, GAAsset manager
    No custodian reported
    $764M
  19. 6259
    Lepercq De Neuflize Asset Management LLCNew York, NY · 3 clientsPrivate fund adviserHybridAccess Securities, LLC
    Schwab 100%
    $764M
  20. 6260
    Stonecastle Advisors, LLCNew York, NY · 5 clientsPrivate fund adviserHybridStonecastle Securities, LLC
    No custodian reported
    $763M
  21. 6261
    Tremont Realty Capital LLCNewton, MA · 2 clientsPrivate fund adviser
    No custodian reported
    $763M
  22. 6262
    Jeppson Wealth Management, LLCManhattan Beach, CA · 994 clientsWealth managerWrap sponsor
    Schwab 100%
    $763M
  23. 6263
    PerennialNew York, NY · 123 clientsWealth manager
    Schwab 100%
    $762M
  24. 6264
    Summit Wealth Group LLCExeter, NH · 456 clientsWealth managerHybrid
    Schwab 100%
    $762M
  25. 6265
    FSA Investment Group, LLCPensacola, FL · 61 clientsAsset managerAffiliated broker-dealerFSA Securities LLC
    Schwab 100%
    $762M
  26. 6266
    Ocean Endowment Partners, LLC7 clientsPrivate fund adviser
    Schwab 100%
    $761M
  27. 6267
    Stempoint Capital LPNew York, NY · 7 clientsPrivate fund adviser
    J.P. Morgan 100%
    $761M
  28. 6268
    Sterling Financial Planning IncSparta, NJ · 578 clientsWealth manager
    Schwab 88%
    $761M
  29. 6269
    American Wealth ManagementReno, NV · 897 clientsWealth managerHybrid
    No custodian reported
    $761M
  30. 6270
    SFG Wealth ManagementTowson, MD · 1,184 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $760M
  31. 6271
    Cyprium PartnersCleveland, OH · 5 clientsPrivate fund adviser
    No custodian reported
    $760M
  32. 6272
    Independent Family Office, LLCAlbany, NY · 43 clientsWealth manager
    Fidelity 100%
    $760M
  33. 6273
    SAN Luis Wealth AdvisorsSan Luis Obispo, CA · 463 clientsWealth manager
    Schwab 61%Fidelity 39%
    $760M
  34. 6274
    Sciencast Management LPPrinceton, NJ · 1 clientsPrivate fund adviser
    No custodian reported
    $760M
  35. 6275
    Hughes Financial Services, LLCHerndon, VA · 840 clientsWealth managerWrap sponsorAffiliated broker-dealerKestra Investment Services, LLC
    Schwab 100%
    $760M
  36. 6276
    Invex Advisors LLCCoral Gables, FL · 80 clientsAsset managerHybridInvex, LLC.
    Pershing 100%
    $759M
  37. 6277
    Strong Tower Advisory ServicesMinneapolis, MN · 314 clientsWealth managerHybrid
    Pershing 100%
    $759M
  38. 6278
    US AgricultureCarmel, IN · 4 clientsAsset manager
    No custodian reported
    $759M
  39. 6279
    Provident Wealth Management, LLCBrentwood, TN · 328 clientsWealth manager
    Schwab 100%
    $759M
  40. 6280
    Harvest Investment Services, LLCOakbrook Terrace, IL · 1,508 clientsWealth manager
    Schwab 100%
    $758M

RIAs by state