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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. 9361
    Life Planning Partners, Inc.Jacksonville, FL · 111 clientsWealth manager
    Fidelity 100%
    $354M
  2. 9362
    Tencore Partners, LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $354M
  3. 9363
    Core Alternative Capital, LLCPeachtree Corners, GA · 3 clientsAsset manager
    Fidelity Distributors Company 100%
    $354M
  4. 9364
    Piedmont Wealth AdvisoryReston, VA · 215 clientsWealth manager
    Raymond James 100%
    $354M
  5. 9365
    Wayfinding Financial, LLCLynnwood, WA · 364 clientsWealth manager
    Schwab 100%
    $353M
  6. 9366
    Targeted Financial Services, LLCSeminole, FL · 501 clientsWealth manager
    Fidelity 100%
    $353M
  7. 9367
    DXD CapitalAlbuquerque, NM · 21 clientsPrivate fund adviser
    No custodian reported
    $353M
  8. 9368
    Catenary Alternatives Asset Management, LLCMiami, FL · 4 clientsAsset manager
    Morgan Stanley 52%Goldman Sachs 30%
    $353M
  9. 9369
    Avory & Co.Miami, FL · 125 clientsAsset manager
    Interactive Brokers 100%
    $353M
  10. 9370
    Next Management Advisors, LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $353M
  11. 9371
    Southbridge Advisors, LLCMarieta, GA · 220 clientsWealth manager
    Schwab 77%
    $353M
  12. 9372
    10talents Investors, LLCFoxborough, MA · 23 clientsPrivate fund adviser
    No custodian reported
    $353M
  13. 9373
    Norris Financial Group, LLCGreenville, SC · 403 clientsWealth managerWrap sponsorHybrid
    Pershing 100%
    $353M
  14. 9374
    Black Maple Capital Management LPMilwaukee, WI · 8 clientsPrivate fund adviser
    Goldman Sachs 100%
    $353M
  15. 9375
    Envision Financial LLCBrookfield, WI · 125 clientsWealth manager
    Schwab 100%
    $353M
  16. 9376
    Forager Capital Management, LLCBirmingham, AL · 2 clientsPrivate fund adviser
    No custodian reported
    $353M
  17. 9377
    Trail Ridge Investment Advisors, LLCFort Collins, CO · 230 clientsWealth manager
    Fidelity 100%
    $353M
  18. 9378
    Validex Global InvestingIrvine, CA · 9 clientsAsset manager
    LPL Financial 100%
    $353M
  19. 9379
    JDM Financial Group LLC142 clientsWealth managerWrap sponsor
    Schwab 100%
    $353M
  20. 9380
    Grattan Financial Strategies, Inc.San Gabriel, CA · 313 clientsWealth managerHybrid
    No custodian reported
    $353M
  21. 9381
    Fortress Financial Group, LLCRochester, MN · 330 clientsWealth managerWrap sponsor
    Fidelity 100%
    $352M
  22. 9382
    Elysium Wealth Management, LLCSouth Jordan, UT · 773 clientsWealth manager
    Schwab 100%
    $352M
  23. 9383
    Century Park Capital PartnersEl Segundo, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $352M
  24. 9384
    Innovative Advisory Partners, LLCHixson, TN · 443 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $352M
  25. 9385
    Clarendon Private LLCBoston, MA · 67 clientsWealth managerBank-affiliated
    Schwab 100%
    $352M
  26. 9386
    Cherry Creek Investment Advisors IncEnglewood, CO · 382 clientsWealth manager
    Schwab 100%
    $352M
  27. 9387
    Heitman International LLCLondon, United Kingdom · 7 clientsPrivate fund adviserHybridHeitman International Real Estate Securities PTY Limited, Heitman Securities LLC
    No custodian reported
    $352M
  28. 9388
    R.T. Jones Capital Equities Management Inc.St. Louis, MO · 4,108 clientsWealth manager
    Oneamerica Securities 100%
    $352M
  29. 9389
    LFASt. Cloud, MN · 518 clientsWealth managerHybrid
    Schwab 100%
    $351M
  30. 9390
    Swan Capital671 clientsWealth manager
    Schwab 100%
    $351M
  31. 9391
    Caldwell Advisors, LLCBrentwood, TN · 506 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $351M
  32. 9392
    Aca/prudent Investors Planning CorporationGreen Brook, NJ · 880 clientsBroker-dealer firmHybrid
    No custodian reported
    $351M
  33. 9393
    GFO Advisory Services, LLCGreenwich, CT · 10 clientsPrivate fund adviserAffiliated broker-dealerTruist Investment Services, Inc., Truist Securities, Inc., clears through National Financial Services (Fidelity)
    Argent Institutional Trust 97%
    $351M
  34. 9394
    Dean Roland Russell, LLCSan Diego, CA · 176 clientsWealth manager
    No custodian reported
    $351M
  35. 9395
    Foresight Capital Management Advisors, Inc.Saline, MI · 577 clientsWealth manager
    Schwab 100%
    $351M
  36. 9396
    Sitrin Capital Management, LLCCentury City, CA · 236 clientsWealth manager
    Schwab 100%
    $351M
  37. 9397
    Heritage Retirement Advisors, LLCColleyville, TX · 345 clientsWealth manager
    Schwab 100%
    $351M
  38. 9398
    Elite Capital Management Group, LLC16 clientsAsset manager
    Schwab 100%
    $351M
  39. 9399
    Entrust Financial LLCWayne, PA · 268 clientsWealth manager
    Schwab 100%
    $351M
  40. 9400
    Three Bearings Fiduciary Advisors, Inc.Hampton, NH · 199 clientsWealth manager
    Fidelity 78%
    $351M

RIAs by state