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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. 6401
    Sevenbridge Financial Group, LLCHarrisburg, PA · 401 clientsWealth manager
    Schwab 69%Fidelity 31%
    $731M
  2. 6402
    Sturbridge Capital LLCBirmingham, MI · 4 clientsPrivate fund adviser
    No custodian reported
    $731M
  3. 6403
    Quantum Financial Services Inc.Indianapolis, IN · 78 clientsWealth manager
    No custodian reported
    $731M
  4. 6404
    Traveka Wealth, LLCLos Altos, CA · 195 clientsWealth manager
    Fidelity 100%
    $731M
  5. 6405
    Bayhawk Capital LPBoston, MA · 5 clientsPrivate fund adviser
    No custodian reported
    $731M
  6. 6406
    Schwarz Dygos Wheeler Investment Advisors LLCMinneapolis, MN · 525 clientsWealth manager
    Fidelity Distributors Company 100%
    $730M
  7. 6407
    Tiller Private Wealth, Inc.Bethlehem, PA · 348 clientsWealth manager
    Schwab 100%
    $730M
  8. 6408
    Ipswich Investment Management Company, IncBeverly, MA · 268 clientsWealth manager
    Fidelity 81%
    $730M
  9. 6409
    Philadelphia FinancialSan Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $730M
  10. 6410
    Cordgrass Capital Advisors, LLCRaleigh, NC · 448 clientsWealth manager
    Schwab 100%
    $730M
  11. 6411
    Carbon Direct Capital Management LLCNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $730M
  12. 6412
    Canby Financial AdvisorsFramingham, MA · 382 clientsWealth manager
    Fidelity 100%
    $729M
  13. 6413
    VariantNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $729M
  14. 6414
    Huber Capital Management LLCEl Segundo, CA · 9 clientsAsset manager
    Northern Trust 75%J.P. Morgan 25%
    $729M
  15. 6415
    Lesko Securities, Inc.Vestal, NY · 1,171 clientsBroker-dealer firmHybrid
    Schwab 100%
    $729M
  16. 6416
    Meadow Creek Wealth Advisors, LLCAtlanta, GA · 153 clientsWealth manager
    Raymond James 100%
    $728M
  17. 6417
    Cooperative Funeral Fund IncMadison, CT · 1,250 clientsAsset manager
    Wells Fargo 100%
    $728M
  18. 6418
    AAF Wealth Management, LLCWestborough, MA · 293 clientsWealth manager
    Fidelity 100%
    $728M
  19. 6419
    Pike Street CapitalSeattle, WA · 7 clientsPrivate fund adviser
    No custodian reported
    $727M
  20. 6420
    Tradewinds Capital Management, LLCBellingham, WA · 2,238 clientsWealth manager
    Schwab 100%
    $727M
  21. 6421
    Quantum Financial Planning Services, Inc.Spokane, WA · 790 clientsWealth manager
    Schwab 100%
    $727M
  22. 6422
    AXQ Capital, LPJersey City, NJ · 5 clientsPrivate fund adviser
    No custodian reported
    $727M
  23. 6423
    Silver Heights Capital Management Inc.Toronto, Ontario, Canada · 93 clientsAsset manager
    National Bank Independent Network (nbin) 100%
    $727M
  24. 6424
    Virtus Family OfficeEl Paso, TX · 155 clientsWealth manager
    UBS 77%Interactive Brokers 23%
    $727M
  25. 6425
    Smith & Howard Wealth Management, LLCAtlanta, GA · 217 clientsWealth manager
    Schwab 100%
    $727M
  26. 6426
    Trgp Investment Partners, LPStamford, CT · 12 clientsPrivate fund adviser
    No custodian reported
    $727M
  27. 6427
    Woodstock Wealth Management, Inc.Woodstock, GA · 1,586 clientsWealth managerHybrid
    Fidelity 100%
    $727M
  28. 6428
    Kaydan Wealth Management, Inc.Fenton, MI · 1,098 clientsWealth manager
    Raymond James 100%
    $727M
  29. 6429
    Haddington Ventures, LLCHouston, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $726M
  30. 6430
    FS Credit Income Advisor, LLCPhiladelphia, PA · 1 clientsAsset managerHybridFS Investment Solutions, LLC
    No custodian reported
    $726M
  31. 6431
    Renaissance Investment Group, LLCLenox, MA · 265 clientsWealth managerBank-affiliatedAffiliated broker-dealerSEI Investments (south Africa) Limited, SEI Investments Distribution Co.
    Fidelity 100%
    $726M
  32. 6432
    Great Point Wealth Advisors, LLCBoston, MA · 462 clientsWealth manager
    Fidelity 100%
    $726M
  33. 6433
    Himco, LLCMorristown, NJ · 27 clientsPrivate fund adviser
    No custodian reported
    $726M
  34. 6434
    Bright Financial Advisors, Inc.Portage, MI · 665 clientsWealth manager
    Schwab 100%
    $725M
  35. 6435
    Paradigm Investment ManagementMiami, FL · 9 clientsAsset manager
    Interactive Brokers 72%Creand Securities 28%
    $725M
  36. 6436
    Bridge Capital AdvisorsHouston, TX · 9 clientsAsset manager
    No custodian reported
    $725M
  37. 6437
    The Patten Group, Inc.Chattanooga, TN · 459 clientsWealth manager
    Schwab 57%Pershing 43%
    $725M
  38. 6438
    Parker Investment Management, LLC331 clientsWealth manager
    No custodian reported
    $725M
  39. 6439
    Colton Groome Financial Advisors, LLCAsheville, NC · 362 clientsWealth manager
    Schwab 65%Fidelity 35%
    $725M
  40. 6440
    Trunorth Capital Management, LLCKalamazoo, MI · 356 clientsWealth manager
    Schwab 100%
    $725M

RIAs by state