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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. 6321
    Cytium Investment Management, LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $749M
  2. 6322
    Flagship Wealth Advisors, LLC.Wakefield, MA · 482 clientsWealth managerHybrid
    No custodian reported
    $749M
  3. 6323
    LNK Partners, LLCWhite Plains, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $749M
  4. 6324
    Curafin AdvisorsPhoenix, AZ · 111 clientsAsset manager
    No custodian reported
    $748M
  5. 6325
    SFE Investment Counsel Inc.Los Angeles, CA · 894 clientsWealth manager
    Schwab 100%
    $748M
  6. 6326
    Porter White Investment Advisors, Inc.Birmingham, AL · 114 clientsWealth managerHybrid
    Fidelity 100%
    $748M
  7. 6327
    Waller Financial Planning Group, Inc.Columbus, OH · 570 clientsWealth manager
    Schwab 100%
    $748M
  8. 6328
    Fiduciary Family Office, LLCBoca Raton, FL · 46 clientsWealth manager
    Schwab 88%
    $748M
  9. 6329
    Pacifica Capital Investments171 clientsWealth manager
    Schwab 100%
    $748M
  10. 6330
    Autumn Glory Partners, LLCDallas, TX · 67 clientsWealth manager
    Fidelity 78%Schwab 22%
    $748M
  11. 6331
    FOW Partners, LPPortland, ME · 5 clientsPrivate fund adviser
    No custodian reported
    $747M
  12. 6332
    Pax Financial GroupSan Antonio, TX · 1,350 clientsWealth managerWrap sponsor
    Schwab 100%
    $747M
  13. 6333
    Dudley & Shanley, Inc.Palm Beach, FL · 51 clientsWealth manager
    BNY 66%J.P. Morgan 34%
    $747M
  14. 6334
    Financial Insights Wealth ManagementTacoma, WA · 774 clientsWealth manager
    Raymond James 100%
    $747M
  15. 6335
    Crcm L.P.San Francisco, CA · 19 clientsPrivate fund adviser
    No custodian reported
    $747M
  16. 6336
    Discipline Wealth Solutions, Inc.Greenville, SC · 1,946 clientsWealth managerHybrid
    Schwab 100%
    $747M
  17. 6337
    Skylands Capital, LLCMilwaukee, WI · 14 clientsPrivate fund adviser
    U.S. Bank 76%Midwest Institutional Trust 24%
    $747M
  18. 6338
    Tillman Hartley LLCDenver, CO · 63 clientsWealth manager
    Schwab 51%Fidelity 49%
    $746M
  19. 6339
    Derby LaneNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $746M
  20. 6340
    Blue Horizon Equity, Inc.Pittsford, NY · 1,491 clientsWealth managerWrap sponsorHybrid
    Pershing 100%
    $746M
  21. 6341
    Summit Investment Advisory ServicesRoseville, MN · 1,075 clientsWealth managerHybrid
    LPL Financial 100%
    $746M
  22. 6342
    Seamount Financial Group IncColorado Springs, CO · 501 clientsWealth managerHybrid
    LPL Financial 100%
    $745M
  23. 6343
    Beacon Global Advisor Network, LLCAtlanta, GA · 1,388 clientsWealth managerHybrid
    RL 360 Insurance Company, LTD. 32%Schwab 29%
    $745M
  24. 6344
    Campbell Deegan FinancialRichmond, VA · 770 clientsWealth managerAffiliated broker-dealer
    Fidelity 100%
    $745M
  25. 6345
    Firebird ManagementNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $745M
  26. 6346
    Piney Lake Capital Management LPGreenwich, CT · 4 clientsPrivate fund adviser
    No custodian reported
    $745M
  27. 6347
    Tremblant Capital GroupWest Palm Beach, FL · 3 clientsAsset managerHybrid
    J.P. Morgan 54%Northern Trust 35%
    $745M
  28. 6348
    Curewell Capital Management, LLCLos Angeles, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $744M
  29. 6349
    Old Farm Partners LPNew York, NY · 4 clientsPrivate fund adviser
    Mufg Alternative Fund Services (cayman) Limited 100%
    $744M
  30. 6350
    Aegis WealthBethesda, MD · 123 clientsWealth manager
    Schwab 100%
    $744M
  31. 6351
    John E. Sestina and CompanyColumbus, OH · 808 clientsWealth manager
    Schwab 100%
    $744M
  32. 6352
    OFS CLO Management, LLCChicago, IL · 4 clientsPrivate fund adviserHybridCCO Capital, LLC, CIM Group (australia) PTY LTD
    No custodian reported
    $744M
  33. 6353
    Kendall Capital ManagementRockville, MD · 352 clientsWealth manager
    Schwab 100%
    $744M
  34. 6354
    Element Wealth, LLCRidgeland, MS · 743 clientsWealth manager
    Fidelity 76%
    $744M
  35. 6355
    Interchange Capital PartnersPittsburgh, PA · 218 clientsWealth manager
    Pershing 83%
    $744M
  36. 6356
    Sciens WaterNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $743M
  37. 6357
    Quad Partners LLCNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $743M
  38. 6358
    Waystone Asset Management (USA) LLCChicago, IL · 1 clientsPrivate fund adviser
    No custodian reported
    $743M
  39. 6359
    Sensible Money, LLCScottsdale, AZ · 326 clientsWealth manager
    Schwab 100%
    $743M
  40. 6360
    Absolute Capital Management, LLCPittsburgh, PA · 1,986 clientsWealth managerWrap sponsor
    Fidelity 54%Schwab 46%
    $742M

RIAs by state