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Est. 2026The front page of wealth managementNew York

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RB Schwab RIAs have until Monday to convert exclusively to 'Docusign,' ending paper era, as it deputizes Nevis to help RIAs conquer their onboarding quagmire – and prove AI can fix 'the most painful workflow at any RIA'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 Disclosures
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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. 9481
    Crescent Advisor Group, Inc.Plano, TX · 228 clientsWealth managerHybridCrescent Securities Group, Inc.
    Schwab 100%
    $344M
  2. 9482
    Guinness Atkinson Asset Management, Inc.Pasadena, CA · 1 clientsAsset manager
    No custodian reported
    $344M
  3. 9483
    Bell Asset Management USA Inc2 clientsPrivate fund adviserAffiliated broker-dealerBell Potter Securities (US) LLC, Bell Potter Securities Limited
    No custodian reported
    $344M
  4. 9484
    L. C. Bhandari & Co.Asset manager
    John Hancock Variable Life Insurance 66%Pruco Life Insurance 34%
    $344M
  5. 9485
    Kellett Wealth Advisors, LLCCincinnati, OH · 465 clientsWealth manager
    Schwab 100%
    $344M
  6. 9486
    Prospera Capital Management, LLC44 clientsWealth manager
    Vanguard 99%
    $344M
  7. 9487
    The Clark Group Asset ManagementDana Point, CA · 469 clientsWealth manager
    Schwab 100%
    $344M
  8. 9488
    Bourne Lent Asset Managament, Inc.Pawling, NY · 83 clientsWealth manager
    Fidelity 59%Raymond James 41%
    $344M
  9. 9489
    Cambrian Capital Management, L.L.C.Newtown Square, PA · 3 clientsPrivate fund adviser
    No custodian reported
    $344M
  10. 9490
    Safe Harbor Capital PartnersCoconut Grove, FL · 7 clientsPrivate fund adviser
    No custodian reported
    $344M
  11. 9491
    Pathfinder 360 Managementco, LLCMinnetonka, MN · 3 clientsPrivate fund adviser
    No custodian reported
    $344M
  12. 9492
    Garden City Management, LLCCharlotte, NC · 5 clientsPrivate fund adviser
    No custodian reported
    $344M
  13. 9493
    Attessa Capital LLCTucson, AZ · 246 clientsWealth manager
    Schwab 100%
    $344M
  14. 9494
    M Group448 clientsAsset managerHybrid
    Schwab 48%Ascensus Broker Dealer Services 48%
    $344M
  15. 9495
    Formula Growth LimitedMontreal, Canada · 7 clientsPrivate fund adviser
    No custodian reported
    $343M
  16. 9496
    Formula Growth Management CorpNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $343M
  17. 9497
    Victrix Investment AdvisorsStuart, FL · 450 clientsWealth manager
    Schwab 100%
    $343M
  18. 9498
    Vertrix Wealth Management, LLCTroy, MI · 293 clientsWealth manager
    Schwab 100%
    $343M
  19. 9499
    Coordinated Financial Planning CorpCincinnati, OH · 367 clientsWealth manager
    Schwab 100%
    $343M
  20. 9500
    Martha's Vineyard Investment Advisors, LLCWest Tisbury, MA · 371 clientsWealth managerBank-affiliatedHybrid
    Martha's Vineyard Bank 100%
    $343M
  21. 9501
    Williams & Novak Wealth Management, LLCWestlake Village, CA · 285 clientsWealth managerHybrid
    Fidelity 100%
    $343M
  22. 9502
    Capstone Investment GroupOlympia, WA · 819 clientsWealth managerHybridPurshe Kaplan Sterling Investments, Inc., clears through National Financial Services (Fidelity)
    Schwab 52%Raymond James 48%
    $343M
  23. 9503
    Ballast Financial Advisors, LLCWest Chester, PA · 607 clientsWealth manager
    Schwab 100%
    $343M
  24. 9504
    Augment Advisors, LLCAustin, TX · 1 clientsPrivate fund adviserHybridAugment Capital, LLC, Tcfg Wealth Management, LLC
    No custodian reported
    $343M
  25. 9505
    Matune Basile AdvisorsHermitage, PA · 264 clientsWealth manager
    Schwab 100%
    $343M
  26. 9506
    Diameter DCF Advisor LLCNew York, NY · 1 clientsAsset manager
    No custodian reported
    $343M
  27. 9507
    Athena Investment Management102 clientsWealth manager
    Schwab 100%
    $342M
  28. 9508
    William Howard & Co. Financial Advisors, Inc.Memphis, TN · 176 clientsWealth manager
    Schwab 100%
    $342M
  29. 9509
    M3 Advisory Group, LLC341 clientsWealth manager
    Fidelity 100%
    $342M
  30. 9510
    Legacy Beyond Wealth LLC14 clientsAsset manager
    Merrill / Bank of America 40%J.P. Morgan 36%Pershing 24%
    $342M
  31. 9511
    Chicago Atlantic BDC Advisers, LLCNew York, NY · 1 clientsAsset managerAffiliated broker-dealerStoneliving Securities, LLC
    No custodian reported
    $342M
  32. 9512
    Eaglebrook AdvisorsNew York, NY · 159 clientsAsset manager
    Gemini Trust Company 100%
    $342M
  33. 9513
    Boyle CapitalWest Des Moines, IA · 423 clientsWealth managerWrap sponsor
    Schwab 100%
    $342M
  34. 9514
    Steelhead Wealth ManagementGlen Allen, VA · 280 clientsWealth manager
    Schwab 100%
    $342M
  35. 9515
    J. Hagan Capital, Inc.Louisville, KY · 876 clientsWealth manager
    Schwab 85%
    $342M
  36. 9516
    Second 50 FinancialManhattan Beach, CA · 156 clientsWealth manager
    Schwab 100%
    $342M
  37. 9517
    Petros Family Wealth, LLCBloomington, MN · 533 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $342M
  38. 9518
    Astra Capital Management LLCWashington, DC · 6 clientsPrivate fund adviser
    No custodian reported
    $342M
  39. 9519
    Ergawealth Advisors, Inc.Oak Brook, IL · 415 clientsWealth managerHybrid
    Schwab 100%
    $342M
  40. 9520
    Dhody Investment GroupMiami Beach, FL · 22 clientsPrivate fund adviser
    Raymond James 100%
    $341M

RIAs by state