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WT Ep. 368: October 2026 WealthTech NewsFP Survey: Firms commit to marketing but aren't tracking the resultsFP High mortgage rates complicate the case for paying cash for a homeIN Advisor moves: Raymond James lands $700M Truist duo in FloridaFP Ask an Advisor: What non-AUM metrics do you use to measure your firm's success?SEC SEC Issues Exemptive Relief from Treasury Clearing Requirements for Certain Inter-Affiliate and Non-U.S. Repo TransactionsWM Wealth Firms Urge Patience on Anthropic IPOIN Schwab IMPACT 2026 full conference coverageWM Snowden Lane Settles SEC Charges Over Fee DisclosuresIN RIA M&A could hit an all-time high in 2026, says FP Transitions
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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. 9121
    Torren Management, LLCSan Diego, CA · 8 clientsWealth manager
    Fidelity 100%
    $373M
  2. 9122
    Morey & Quinn Wealth PartnersOmaha, NE · 548 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $373M
  3. 9123
    Odyssean, LLC1 clientsAsset manager
    Morgan Stanley 100%
    $373M
  4. 9124
    Uniwealth Advisors, Inc.9 clientsAsset managerHybrid
    Pershing 100%
    $373M
  5. 9125
    Kunath Karren Rinne & Atkin LLCSeattle, WA · 66 clientsWealth manager
    No custodian reported
    $373M
  6. 9126
    Hunting Hill Global Capital, LLCNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $373M
  7. 9127
    The Karras Company, Inc.Roy, UT · 251 clientsWealth managerHybrid
    Raymond James 100%
    $373M
  8. 9128
    Cannell Capital LLCAlta, WY · 8 clientsPrivate fund adviser
    Schwab 100%
    $373M
  9. 9129
    Richard W. Paul & Associates, LLCNovi, MI · 674 clientsWealth managerHybridMatthew Paul
    Fidelity 100%
    $373M
  10. 9130
    Hibernia Wealth Partners, LLCBaton Rouge, LA · 653 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $373M
  11. 9131
    Margna Peak Advisors AGZurich, Switzerland · 48 clientsWealth manager
    Bank Julius Baer & Co LTD. 32%Union Bancaire Privee 32%
    $372M
  12. 9132
    Bestige Holdings, LLC12 clientsPrivate fund adviser
    No custodian reported
    $372M
  13. 9133
    United Brokerage Services IncParkersburg, WV · 1,390 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $372M
  14. 9134
    Lakeside Drive Management LLCBirmingham, MI · 16 clientsPrivate fund adviser
    No custodian reported
    $372M
  15. 9135
    Callahan Wealth Advisory290 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $372M
  16. 9136
    RPO LLCStamford, CT · 8 clientsWealth manager
    Goldman Sachs 100%
    $372M
  17. 9137
    Livelife Capital Partners LLCSouthborough, MA · 261 clientsWealth managerWrap sponsorHybrid
    Schwab 62%Pershing 38%
    $372M
  18. 9138
    TVV CapitalNashville, TN · 6 clientsPrivate fund adviser
    No custodian reported
    $372M
  19. 9139
    Pacific Wealth ManagementSan Diego, CA · 209 clientsWealth manager
    Schwab 100%
    $372M
  20. 9140
    Pinnacle Family Advisors, LLCSpringfield, MO · 917 clientsWealth managerHybrid
    Schwab 64%Fidelity 36%
    $372M
  21. 9141
    Union Strategic AdvisorsBlue Ash, OH · 474 clientsWealth managerWrap sponsor
    Raymond James 100%
    $372M
  22. 9142
    Olistico Wealth, LLCTulsa, OK · 404 clientsWealth managerWrap sponsor
    Pershing 78%Empower Financial Services 22%
    $372M
  23. 9143
    Guggenheim Wealth Solutions, LLCSanta Monica, CA · 233 clientsAsset managerHybridGuggenheim Funds Distributors, LLC, Guggenheim Investor Services, LLC, clears through Pershing
    Morgan Stanley 87%
    $371M
  24. 9144
    Warther Private WealthAkron, OH · 249 clientsWealth managerHybrid
    No custodian reported
    $371M
  25. 9145
    Invicta Financial GroupYuma, AZ · 477 clientsWealth manager
    Pershing 100%
    $371M
  26. 9146
    Craig Duvarney, CFP152 clientsWealth managerHybrid
    Pershing 100%
    $371M
  27. 9147
    Orion Capital Management LLCCoronado, CA · 163 clientsWealth manager
    Schwab 100%
    $371M
  28. 9148
    Ravenstone Capital Management Inc.Toronto, Ontario, Canada · 567 clientsAsset manager
    National Bank Independent Network 100%
    $371M
  29. 9149
    Macro Advisors, Inc.York, PA · 683 clientsWealth manager
    Schwab 100%
    $371M
  30. 9150
    Helm Investment Management, LLCDenver, CO · 140 clientsWealth manager
    Schwab 100%
    $371M
  31. 9151
    Fact Capital, L.P.New York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $371M
  32. 9152
    Archer Investment Management254 clientsWealth manager
    Schwab 100%
    $371M
  33. 9153
    Juniper Capital Investment Management, L.P.Houston, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $371M
  34. 9154
    Atala Financial IncCalabasas, CA · 68 clientsWealth manager
    Wells Fargo 100%
    $371M
  35. 9155
    Langley Wealth Management, LLCCorinth, MS · 1,229 clientsWealth managerHybrid
    Raymond James 100%
    $371M
  36. 9156
    Retirement Planning Specialists, Inc.Ashland, OR · 556 clientsWealth manager
    Schwab 100%
    $371M
  37. 9157
    Donoghue Forlines LLCBoston, MA · 13 clientsAsset manager
    Fidelity 62%Schwab 38%
    $371M
  38. 9158
    Masonry Capital Management, LLCCharlottesville, VA · 54 clientsAsset manager
    FHN Financial Securities 70%
    $370M
  39. 9159
    Rebel Financial, LLCGroveport, OH · 443 clientsWealth manager
    Schwab 75%
    $370M
  40. 9160
    Catalyst Private Wealth, LLCSan Mateo, CA · 524 clientsWealth managerHybrid
    Schwab 100%
    $370M

RIAs by state