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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. 6441
    Wealthstar Advisors, LLCPlano, TX · 453 clientsWealth managerWrap sponsor
    Fidelity 100%
    $724M
  2. 6442
    Meridian Investment Counsel, Inc.187 clientsWealth manager
    Schwab 100%
    $723M
  3. 6443
    The Cypress Funds LLCLos Angeles, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $723M
  4. 6444
    3fourteen & SMI Advisory Services, LLCColumbus, IN · 2 clientsAsset manager
    No custodian reported
    $723M
  5. 6445
    Cora Capital AdvisorsMarlton, NJ · 786 clientsWealth managerHybrid
    Pershing 100%
    $723M
  6. 6446
    Minichmacgregor Wealth Management, LLCSaratoga Springs, NY · 928 clientsWealth manager
    Schwab 100%
    $723M
  7. 6447
    Global Wealth Management Investment Advisory, Inc.Fort Lauderdale, FL · 1,667 clientsWealth managerWrap sponsor
    Fidelity 100%
    $723M
  8. 6448
    Clear Creek AdvisorsDenver, CO · 483 clientsWealth manager
    Schwab 100%
    $722M
  9. 6449
    Jmac Enterprises LLCNewtown, PA · 183 clientsWealth managerWrap sponsor
    TradePMR / Robinhood 61%Fidelity 39%
    $722M
  10. 6450
    Optimized Investment Partners, LLC33 clientsAsset manager
    No custodian reported
    $722M
  11. 6451
    Bitwise Investment Manager, LLCSan Francisco, CA · 14 clientsAsset manager
    No custodian reported
    $722M
  12. 6452
    Union Capital Associates, L.P.Greenwich, CT · 5 clientsPrivate fund adviser
    No custodian reported
    $722M
  13. 6453
    The Brydon GroupWashington, D.C., DC · 3 clientsPrivate fund adviser
    No custodian reported
    $722M
  14. 6454
    Decagon Asset Management (US) LPNew York, NY · 5 clientsAsset manager
    Goldman Sachs 48%UBS 37%
    $721M
  15. 6455
    Materetsky Financial GroupBoynton Beach, FL · 830 clientsWealth managerWrap sponsorHybrid
    Pershing 91%
    $721M
  16. 6456
    RS Crum Inc.Newport Beach, CA · 332 clientsWealth manager
    Schwab 100%
    $721M
  17. 6457
    Parkergale, LLCChicago, IL · 3 clientsPrivate fund adviser
    No custodian reported
    $719M
  18. 6458
    Doliver Advisors, L.P.Houston, TX · 237 clientsWealth manager
    Schwab 86%
    $718M
  19. 6459
    Versor Investments LPNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $718M
  20. 6460
    Towercrest Capital Management, LLCNewtown, PA · 84 clientsAsset manager
    Fidelity 100%
    $718M
  21. 6461
    SaagaMiami, FL · 22 clientsWealth manager
    No custodian reported
    $717M
  22. 6462
    Robinhood VenturesMenlo Park, CA · 3 clientsAsset managerHybridRobinhood Financial, LLC, Robinhood Securities, LLC, clears through Robinhood, Wells Fargo Clearing Services
    No custodian reported
    $717M
  23. 6463
    Wealth Management Associates, Inc.Cherry Hill, NJ · 930 clientsWealth managerHybrid
    Fidelity 100%
    $717M
  24. 6464
    Medina Value Partners, LLCLos Angeles, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $717M
  25. 6465
    Dopkins Wealth Management, LLCWilliamsville, NY · 312 clientsWealth manager
    Schwab 100%
    $717M
  26. 6466
    Millennium Bridge CapitalDenver, CO · 6 clientsPrivate fund adviser
    No custodian reported
    $717M
  27. 6467
    Pascal Investment Advisers SANyon, Switzerland · 5 clientsAsset manager
    Citi 100%
    $717M
  28. 6468
    Taiber, Kosmala & Associates, LLCChicago, IL · 16 clientsAsset manager
    Schwab 100%
    $717M
  29. 6469
    Main Street Retirement Planning, LLCCoppell, TX · 1,688 clientsWealth manager
    SEI 100%
    $717M
  30. 6470
    Lygh Capital PTE. LTD.Singapore, Singapore · 2 clientsPrivate fund adviser
    State Street 100%
    $717M
  31. 6471
    Aisling Capital Management LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $716M
  32. 6472
    Wealth Dimensions Family Office, IncCincinnati, OH · 18 clientsWealth manager
    Fidelity 100%
    $716M
  33. 6473
    Morin Private Client Group, LLC80 clientsAsset managerHybrid
    T. Rowe Price Investment Services 100%
    $716M
  34. 6474
    G. A. Repple & CompanyCasselberry, FL · 3,207 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $716M
  35. 6475
    RBF Wealth AdvisorsSt. Louis, MO · 1,289 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $716M
  36. 6476
    Grant Avenue Capital LLCNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $716M
  37. 6477
    Altrius Capital Management, Inc.Novi, MI · 512 clientsWealth manager
    Schwab 100%
    $716M
  38. 6478
    Davern Capital Partners, LPNew York, NY · 3 clientsAsset manager
    Morgan Stanley 100%
    $715M
  39. 6479
    Atlas Legacy Advisors LLCLos Angeles, CA · 155 clientsWealth manager
    Wells Fargo 63%Schwab 37%
    $715M
  40. 6480
    Uscf AdvisersWalnut Creek, CA · 8 clientsAsset managerHybrid
    No custodian reported
    $715M

RIAs by state