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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. 6361
    IFC Core Investment Management LLCRaleigh, NC · 1 clientsPrivate fund adviser
    No custodian reported
    $742M
  2. 6362
    Highclere International InvestorsLondon, United Kingdom · 2 clientsPrivate fund adviser
    No custodian reported
    $742M
  3. 6363
    Gradient Capital Advisors, LLCSan Diego, CA · 478 clientsWealth managerWrap sponsor
    Schwab 100%
    $742M
  4. 6364
    Allegheny InvestmentsPittsburgh, PA · 1,427 clientsWealth managerWrap sponsor
    Fidelity 100%
    $742M
  5. 6365
    Mission Creek Capital Partners, Inc.San Francisco, CA · 524 clientsWealth manager
    Schwab 59%Fidelity 41%
    $742M
  6. 6366
    Stride ConsumerBoston, MA · 5 clientsPrivate fund adviser
    No custodian reported
    $740M
  7. 6367
    August GroupToronto, Canada · 56 clientsAsset manager
    RBC 67%National Bank 33%
    $740M
  8. 6368
    Bayshore Wealth AdvisorsCoral Gables, FL · 129 clientsWealth manager
    Schwab 100%
    $740M
  9. 6369
    Nicholas Wealth ManagementMarietta, GA · 1,072 clientsAsset managerHybrid
    Schwab 57%Fidelity 43%
    $740M
  10. 6370
    Paragon Capital Management LLCOverland Park, KS · 350 clientsWealth manager
    Schwab 100%
    $740M
  11. 6371
    Arrow Capital PTY LTDSydney NSW, Australia · 10 clientsPrivate fund adviser
    Merrill / Bank of America 100%
    $740M
  12. 6372
    Stonebridge Financial GroupGrand Rapids, MI · 783 clientsAsset managerHybrid
    Empower Retirement 60%
    $739M
  13. 6373
    AM Investment Strategies, LLCChattanooga, TN · 576 clientsWealth manager
    Fidelity 100%
    $738M
  14. 6374
    Baird Capital Management Company, LLCMilwaukee, WI · 10 clientsPrivate fund adviserHybridRobert W. Baird & Co. Incorporated
    No custodian reported
    $738M
  15. 6375
    Financial Directions LLCTucson, AZ · 2,488 clientsWealth manager
    Fidelity 95%
    $738M
  16. 6376
    Generate Capital Advisors, PB LLCSan Francisco, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $737M
  17. 6377
    Barometer Capital ManagementToronto, Ontario, Canada · 476 clientsAsset manager
    No custodian reported
    $737M
  18. 6378
    Crossplane Capital Management, LPDallas, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $736M
  19. 6379
    Thomist Capital Management, LPHouston, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $736M
  20. 6380
    Valstone Partners VIBirmingham, MI · 3 clientsPrivate fund adviser
    No custodian reported
    $736M
  21. 6381
    The Marshall Financial Group LLCHunt Valley, MD · 1,019 clientsWealth managerHybrid
    Schwab 80%
    $736M
  22. 6382
    Carlson InvestmentsConcord, NH · 360 clientsWealth manager
    Schwab 74%Commerce Bank 26%
    $736M
  23. 6383
    Shorebridge Capital Management, LLCSummit, NJ · 2 clientsPrivate fund adviserHybridShorebridge Capital Securities, LLC
    No custodian reported
    $735M
  24. 6384
    Stenger Family Office, LLCNaperville, IL · 887 clientsWealth manager
    Schwab 100%
    $735M
  25. 6385
    Fractal Investments LLC3 clientsAsset manager
    BNY 62%Citi 38%
    $735M
  26. 6386
    Coefficient CapitalNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $735M
  27. 6387
    Alpha Capital Management Group LLCDenver, CO · 470 clientsAsset manager
    Fidelity 64%LPL Financial 34%
    $734M
  28. 6388
    Girard Pension Services, LLCAllentown, PA · 62 clientsAsset managerHybridGirard Investment Services, LLC, clears through Pershing
    Schwab 81%
    $734M
  29. 6389
    CL Wealth Management LLCSchaumburg, IL · 2,168 clientsWealth managerPublic-company ownedHybridCabot Lodge Securities LLC, PKS Securities, Inc., clears through RBC Capital Markets, Raymond James, National Financial Services (Fidelity)
    RBC 64%Raymond James 26%
    $734M
  30. 6390
    Allium Financial Advisors, LLCLake Oswego, OR · 243 clientsWealth manager
    No custodian reported
    $734M
  31. 6391
    Clarity Wealth AdvisorsSan Jose, CA · 342 clientsWealth manager
    Fidelity 55%Schwab 45%
    $733M
  32. 6392
    Able Financial Group, LLCScottsdale, AZ · 624 clientsWealth managerHybrid
    Pershing 100%
    $733M
  33. 6393
    SC Management LLCNew York, NY · 25 clientsPrivate fund adviser
    No custodian reported
    $733M
  34. 6394
    Compound Advisors, LLCNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $732M
  35. 6395
    Walled Lake Planning & Wealth Management, LLCHighland Park, IL · 369 clientsWealth managerWrap sponsor
    Fidelity 100%
    $732M
  36. 6396
    Skba Capital Management, LLCSan Francisco, CA · 23 clientsAsset managerHybrid
    BNY 85%
    $732M
  37. 6397
    Navalign, LLCEncino, CA · 716 clientsWealth manager
    Schwab 100%
    $732M
  38. 6398
    Centerpoint Advisors, LLCNeedham, MA · 502 clientsWealth manager
    Fidelity 100%
    $732M
  39. 6399
    Astara Capital Partners, L.P.New York, NY · 17 clientsPrivate fund adviser
    No custodian reported
    $732M
  40. 6400
    Newman Dignan & Sheerar, IncProvidence, RI · 536 clientsWealth manager
    Schwab 100%
    $731M

RIAs by state