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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. 6281
    Progressive Investment Management CorporationLake Oswego, OR · 176 clientsWealth manager
    Schwab 100%
    $758M
  2. 6282
    Tbg-Bedford Group LLCSaint Louis, MO · 960 clientsWealth managerHybrid
    Schwab 100%
    $758M
  3. 6283
    Klaas Financial Asset Advisors, LLC.Loves Park, IL · 1,015 clientsWealth managerWrap sponsor
    Fidelity 100%
    $758M
  4. 6284
    Shrewsbury River Capital LPRed Bank, NJ · 4 clientsPrivate fund adviser
    No custodian reported
    $758M
  5. 6285
    Riva Ridge Capital Management LPNew York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $758M
  6. 6286
    Summit Street Capital Management, LLCNew York, NY · 3 clientsAsset manager
    Jefferies 100%
    $757M
  7. 6287
    Paratus Financial, Inc.Dallas, TX · 88 clientsWealth manager
    Schwab 100%
    $757M
  8. 6288
    Prostar Capital (US) LLCGreenwich, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $757M
  9. 6289
    Mill Hill Capital LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $757M
  10. 6290
    Intentgen Financial PartnersNaperville, IL · 612 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $757M
  11. 6291
    Hi-Line Capital Management, LLCWatertown, SD · 128 clientsAsset manager
    Schwab 100%
    $757M
  12. 6292
    G2 Capital Management, LLCColumbus, OH · 107 clientsWealth manager
    Schwab 100%
    $757M
  13. 6293
    Moller Wealth PartnersNorthfield, IL · 296 clientsWealth manager
    Schwab 100%
    $756M
  14. 6294
    Blue Fin Capital, Inc.Warren, RI · 683 clientsWealth manager
    Fidelity 100%
    $756M
  15. 6295
    Sageguard Financial Group, LLCGoodlettsville, TN · 2,469 clientsWealth manager
    Schwab 100%
    $756M
  16. 6296
    Lighthouse FinancialSaint Petersburg, FL · 134 clientsWealth manager
    Schwab 100%
    $756M
  17. 6297
    Total Clarity Wealth Management, IncSt. Charles, IL · 1,038 clientsWealth managerWrap sponsorHybrid
    Schwab 61%LPL Financial 39%
    $755M
  18. 6298
    Alight Capital Management LPNew York, NY · 4 clientsPrivate fund adviser
    Goldman Sachs 100%
    $754M
  19. 6299
    Air Asset ManagementChicago, IL · 14 clientsPrivate fund adviserHybrid
    Caceis Bank 100%
    $754M
  20. 6300
    Mill Road CapitalGreenwich, CT · 5 clientsPrivate fund adviser
    No custodian reported
    $754M
  21. 6301
    DX Advisors LLCLas Vegas, NV · 1 clientsAsset manager
    No custodian reported
    $753M
  22. 6302
    Sweeney & Michel, LLCChico, CA · 688 clientsWealth managerWrap sponsor
    Fidelity 100%
    $753M
  23. 6303
    Navpoint Financial, Inc.Prior Lake, MN · 229 clientsWealth manager
    Schwab 100%
    $752M
  24. 6304
    Banyan Alpha Investment L.P.South San Francisco, CA · 6 clientsAsset manager
    Goldman Sachs 90%
    $752M
  25. 6305
    Ballast, Inc.Lexington, KY · 476 clientsWealth manager
    Schwab 100%
    $752M
  26. 6306
    Nymbus Capital Inc.Montreal, Quebec, Canada · 93 clientsAsset manager
    Nbin 73%Interactive Brokers 26%
    $751M
  27. 6307
    Castlepoint Wealth AdvisorsOklahoma City, OK · 283 clientsWealth manager
    Schwab 58%Fidelity 42%
    $751M
  28. 6308
    Gator Capital Management, LLCTampa, FL · 26 clientsPrivate fund adviser
    Interactive Brokers 100%
    $751M
  29. 6309
    EWA, LLCPittsburgh, PA · 397 clientsWealth managerWrap sponsor
    Fidelity 100%
    $751M
  30. 6310
    Tilson Financial Group IncNew Providence, NJ · 439 clientsWealth manager
    Schwab 85%
    $751M
  31. 6311
    Stevens Foster Financial AdvisorsBloomington, MN · 332 clientsWealth manager
    Fidelity 98%
    $750M
  32. 6312
    Hopwood Financial Services, Inc.Reston, VA · 288 clientsWealth manager
    Schwab 71%Fidelity 29%
    $750M
  33. 6313
    Torray Investment Partners LLCBethesda, MD · 549 clientsAsset manager
    Schwab 88%
    $750M
  34. 6314
    Capitalia (suisse)Geneva, Switzerland · 300 clientsWealth manager
    No custodian reported
    $750M
  35. 6315
    Rockline Wealth Management LLCIslip Terrace, NY · 918 clientsWealth manager
    LPL Financial 100%
    $750M
  36. 6316
    Westwood Wealth ManagementDallas, TX · 452 clientsPrivate fund adviserHybridSalient Capital L.P.
    Schwab 56%U.S. Bank 39%
    $750M
  37. 6317
    SBJ CapitalWalnut Creek, CA · 15 clientsPrivate fund adviser
    No custodian reported
    $749M
  38. 6318
    Curran Financial Partners, LLCDaniel Island, SC · 1,315 clientsWealth manager
    Schwab 100%
    $749M
  39. 6319
    Southernsun Asset Management LLCMemphis, TN · 84 clientsAsset manager
    BNY 45%State Street 31%J.P. Morgan 24%
    $749M
  40. 6320
    QTR Family Wealth, LLCLake Mary, FL · 205 clientsWealth managerHybrid
    Fidelity 100%
    $749M

RIAs by state