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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. 9241
    Regency Capital Management Inc.Honolulu, HI · 127 clientsWealth manager
    Schwab 100%
    $364M
  2. 9242
    Invenio Wealth Partners, LLCCoral Gables, FL · 332 clientsWealth manager
    Pershing 100%
    $364M
  3. 9243
    Redwood Grove Capital, LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $364M
  4. 9244
    Croak CapitalToledo, OH · 784 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $364M
  5. 9245
    Horizon Investment Services, LLC.Hammond, IN · 334 clientsWealth manager
    Schwab 99%
    $364M
  6. 9246
    Maripau Wealth Management LLCFort Wayne, IN · 1,064 clientsWealth manager
    Fidelity 100%
    $364M
  7. 9247
    Griffin Global Asset ManagementLos Angeles, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $364M
  8. 9248
    Solitude Financial Services, Inc.Charlottesville, VA · 164 clientsWealth manager
    Schwab 100%
    $364M
  9. 9249
    Decisionmap Wealth Management, LLCGreat Falls, VA · 159 clientsWealth manager
    Schwab 65%Fidelity 35%
    $363M
  10. 9250
    Greenfield Seitz Capital Management, LLCDallas, TX · 188 clientsWealth manager
    Raymond James 100%
    $363M
  11. 9251
    Windrock Wealth ManagementNaperville, IL · 83 clientsWealth manager
    Schwab 100%
    $363M
  12. 9252
    Leonid Capital Partners, LLCHuntington Beach, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $363M
  13. 9253
    Crestmont Private Wealth LLCBoerne, TX · 188 clientsWealth manager
    Schwab 100%
    $363M
  14. 9254
    MarketridersChesterfield, MO · 477 clientsWealth managerHybridSogotrade, Inc.
    Apex Fintech 100%
    $363M
  15. 9255
    Leclair Wealth PartnersDublin, OH · 152 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $363M
  16. 9256
    Riverpath Investments LLC232 clientsWealth manager
    Schwab 78%
    $363M
  17. 9257
    Domani AdvisorsNew York, NY · 78 clientsWealth managerWrap sponsor
    Schwab 100%
    $363M
  18. 9258
    C Cubed Capital Partners, LLCBoca Raton, FL · 3 clientsPrivate fund adviser
    GPP Group 100%
    $363M
  19. 9259
    Presper Financial Architects, LLCAkron, OH · 533 clientsWealth managerWrap sponsor
    Schwab 100%
    $363M
  20. 9260
    Motive Wealth Advisors, LLCBirmingham, MI · 88 clientsWealth manager
    Schwab 56%Fidelity 44%
    $363M
  21. 9261
    University VenturesNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $363M
  22. 9262
    Income Focus Portfolio ManagementJackson, WY · 306 clientsWealth manager
    Schwab 50%Fidelity 50%
    $362M
  23. 9263
    Strategic Income Group LLCChandler, AZ · 368 clientsWealth manager
    Schwab 88%
    $362M
  24. 9264
    RTC PartnersMiami, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $362M
  25. 9265
    Kanbrick LLCCharlotte, NC · 1 clientsPrivate fund adviser
    No custodian reported
    $362M
  26. 9266
    Bayhunt Capital LLCMill Valley, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $362M
  27. 9267
    Pace Financial AdvisorsHillsboro, OR · 1,242 clientsWealth managerHybrid
    Schwab 100%
    $362M
  28. 9268
    Avivar Capital, LLC20 clientsAsset manager
    No custodian reported
    $362M
  29. 9269
    Briggs Wealth Management, Inc.Glastonbury, CT · 132 clientsWealth manager
    Schwab 100%
    $362M
  30. 9270
    Dynamic Market Advantage, LLCLouisville, KY · 2 clientsAsset managerHybrid
    Schwab 100%
    $362M
  31. 9271
    Blue Ridge Wealth PlannersKnoxville, TN · 798 clientsWealth managerWrap sponsor
    Fidelity 100%
    $362M
  32. 9272
    MRA Advisory GroupSarasota, FL · 504 clientsWealth managerWrap sponsor
    Raymond James 46%Schwab 39%
    $361M
  33. 9273
    Union Square Global Wealth ManagementSan Francisco, CA · 24 clientsPrivate fund adviser
    Schwab 100%
    $361M
  34. 9274
    MFP Financial Services, LLCSafety Harbor, FL · 1,286 clientsWealth managerHybrid
    LPL Financial 100%
    $361M
  35. 9275
    COX Capital Management LLCAndover, MA · 216 clientsWealth manager
    Fidelity 100%
    $361M
  36. 9276
    Dearborn Capital Management, LLCChicago, IL · 2 clientsAsset managerHybridDCM Brokers, LLC
    No custodian reported
    $361M
  37. 9277
    Sierra Investment Management, LLCSanta Monica, CA · 312 clientsWealth managerHybrid
    Schwab 100%
    $361M
  38. 9278
    Wealth Planning GroupBaltimore, MD · 399 clientsWealth manager
    Schwab 69%SEI 31%
    $361M
  39. 9279
    Transcendent Capital GroupEdmond, OK · 510 clientsWealth managerHybrid
    Raymond James 100%
    $361M
  40. 9280
    Cordis Financial, LLCMinneapolis, MN · 273 clientsWealth manager
    Fidelity 66%Schwab 34%
    $361M

RIAs by state