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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. 6481
    Financial Management Strategies, Inc.Broadview Hts., OH · 1,895 clientsWealth managerHybrid
    Pershing 100%
    $714M
  2. 6482
    Old Peak FinanceChapel Hill, NC · 176 clientsWealth manager
    Schwab 100%
    $714M
  3. 6483
    Alpha Investment Consulting Group, LLCMilwaukee, WI · 60 clientsAsset manager
    Transamerica Financial Advisors 56%Voya Institutional Trust 31%
    $714M
  4. 6484
    Ventura Wealth ManagementYardley, PA · 590 clientsWealth manager
    Pershing 72%Schwab 28%
    $713M
  5. 6485
    Drake Capital Advisors LLCOld Greenwich, CT · 4 clientsAsset manager
    No custodian reported
    $713M
  6. 6486
    RV CapitalSchindellegi, Switzerland · 3 clientsPrivate fund adviser
    BNY 49%Morgan Stanley 28%
    $713M
  7. 6487
    Frontier Global Partners LLCLa Jolla, CA · 47 clientsAsset manager
    State Street 47%J.P. Morgan 32%
    $713M
  8. 6488
    Essex Investment Management Company, LLCBoston, MA · 117 clientsAsset manager
    State Street 44%
    $713M
  9. 6489
    Fieldview Capital Management, LLCNiles, MI · 4 clientsPrivate fund adviser
    No custodian reported
    $713M
  10. 6490
    Excalibur Management CorpWaltham, MA · 307 clientsWealth manager
    Fidelity 66%
    $712M
  11. 6491
    Valtinson Bruner Financial PlanningNew Brighton, MN · 1,992 clientsWealth managerWrap sponsor
    Schwab 100%
    $712M
  12. 6492
    Woodland Wealth PartnersPepper Pike, OH · 218 clientsWealth manager
    Schwab 100%
    $712M
  13. 6493
    Aston Capital ManagementCoral Gables, FL · 36 clientsPrivate fund adviser
    No custodian reported
    $712M
  14. 6494
    Precision Wealth Strategies, LLCSt. Louis, MO · 472 clientsWealth managerWrap sponsor
    Schwab 69%Fidelity 31%
    $711M
  15. 6495
    The Wealth Group - Austin B. Colby & AssociatesEden Prairie, MN · 591 clientsWealth managerWrap sponsor
    Raymond James 100%
    $711M
  16. 6496
    The Magnolia Group, LLCOmaha, NE · 2 clientsPrivate fund adviser
    Schwab 100%
    $711M
  17. 6497
    Lifelong Wealth Advisors, Inc.Arden Hills, MN · 865 clientsWealth manager
    Schwab 100%
    $710M
  18. 6498
    Redwood Investments, LLCBoston, MA · 85 clientsAsset managerAffiliated broker-dealerAlger Management, (singapore) PTE. LTD., Alger Management, LTD
    State Street 54%
    $710M
  19. 6499
    Peak Planning Group, LLCCentennial, CO · 838 clientsWealth managerWrap sponsor
    Raymond James 74%Schwab 26%
    $710M
  20. 6500
    Wealthbridge Capital Management, LLCWesterville, OH · 457 clientsWealth manager
    Schwab 100%
    $710M
  21. 6501
    Navista Wealth Management, Inc.Minnetonka, MN · 402 clientsWealth managerHybrid
    Raymond James 100%
    $710M
  22. 6502
    Rogan & AssociatesSafety Harbor, FL · 1,483 clientsWealth managerWrap sponsorHybrid
    Schwab 72%Osaic FS 28%
    $710M
  23. 6503
    Covision Advisors LLCNew York, NY · 10 clientsPrivate fund adviser
    Pershing 100%
    $708M
  24. 6504
    Arc Advisory LLCSan Francisco, CA · 762 clientsAsset managerAffiliated broker-dealerAxos Clearing LLC, Axos Invest LLC, clears through Axos Clearing
    Pershing 100%
    $708M
  25. 6505
    TB Alternative Assets LTD.Grand Cayman, Cayman Islands · 3 clientsPrivate fund adviser
    BNY 100%
    $708M
  26. 6506
    Bench Walk Advisors LLCBoca Raton, FL · 90 clientsPrivate fund adviser
    No custodian reported
    $708M
  27. 6507
    Manske Wealth Management, LLCHouston, TX · 502 clientsWealth managerWrap sponsorHybrid
    No custodian reported
    $707M
  28. 6508
    Duncker Streett & Co.St. Louis, MO · 173 clientsWealth managerAffiliated broker-dealerHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan
    Schwab 100%
    $707M
  29. 6509
    Corrigo Investment Partners, LLCAustin, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $707M
  30. 6510
    E & G Advisors, LLCHouston, TX · 370 clientsWealth manager
    No custodian reported
    $707M
  31. 6511
    Lincoln Peak Capital Management, LLCBoston, MA · 5 clientsPrivate fund adviser
    No custodian reported
    $707M
  32. 6512
    Kaleidoscope CapitalBoston, MA · 7 clientsPrivate fund adviser
    Interactive Brokers 100%
    $706M
  33. 6513
    Dodds Wealth, LLCGreenwood Village, CO · 421 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $706M
  34. 6514
    Northcape Wealth ManagementWilliamsville, NY · 594 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $706M
  35. 6515
    Empire Financial Management Company, LLCHolmdel, NJ · 983 clientsWealth managerHybridEmpire Asset Management Company
    RBC 100%
    $706M
  36. 6516
    Morangie Management LLCVero Beach, FL · 98 clientsWealth manager
    Fidelity 90%
    $706M
  37. 6517
    Skinner, Copper & Ehmen Wealth Management, LLCSpringfield, IL · 571 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $706M
  38. 6518
    Bond & Devick Wealth PartnersSaint Louis Park, MN · 518 clientsWealth manager
    Schwab 100%
    $706M
  39. 6519
    Benjamin F. Edwards Wealth Management, LLCSt. Louis, MO · 1,104 clientsWealth managerWrap sponsorHybridBenjamin F. Edwards & Company, Incorporated
    Pershing 100%
    $705M
  40. 6520
    Rempart Asset ManagementMontreal, Quebec, Canada · 467 clientsWealth manager
    National Bank Independent Network 82%
    $705M

RIAs by state