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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. 9521
    Thomas Wright Asset Management, Inc.San Juan, PR · 30 clientsWealth manager
    Fidelity 100%
    $341M
  2. 9522
    Avila Real Estate CapitalCorte Madera, CA · 5 clientsPrivate fund adviserHybridBuilder Advisor Group, LLC
    No custodian reported
    $341M
  3. 9523
    Farringdon Asset Management PTE LTDSingapore, Singapore, Singapore · 380 clientsWealth manager
    No custodian reported
    $341M
  4. 9524
    Tiemann Investment Advisors, LLCMenlo Park, CA · 98 clientsWealth manager
    Schwab 75%Fidelity 25%
    $341M
  5. 9525
    Eukles Asset Management, LLCCincinnati, OH · 473 clientsWealth managerWrap sponsorHybridEukles Wealth Management
    LPL Financial 100%
    $341M
  6. 9526
    Carroll Advisory GroupTexarkana, TX · 250 clientsWealth manager
    Schwab 100%
    $341M
  7. 9527
    Reichard Capital, LLCCharlotte, NC · 113 clientsWealth manager
    Schwab 100%
    $341M
  8. 9528
    RM Private Wealth ManagementMiami, FL · 71 clientsWealth manager
    Schwab 89%
    $341M
  9. 9529
    Weybosset Research & Management, LLCProvidence, RI · 224 clientsWealth manager
    Schwab 100%
    $341M
  10. 9530
    Premia Global Advisors, LLCCoral Gables, FL · 44 clientsWealth manager
    Fidelity Distributors Company 98%
    $341M
  11. 9531
    Cap Six AdvisorsHouston, TX · 107 clientsAsset manager
    Fidelity 64%Schwab 36%
    $341M
  12. 9532
    Phillips Wealth Planners LLCStarkville, MS · 321 clientsWealth manager
    Raymond James 100%
    $341M
  13. 9533
    Rochester Financial Services320 clientsWealth manager
    No custodian reported
    $341M
  14. 9534
    Melodeon Capital Partners, LPMiami, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $341M
  15. 9535
    Scholtz & Company, LLCStamford, CT · 206 clientsWealth manager
    U.S. Bank 62%Schwab 24%
    $341M
  16. 9536
    Blueprint Fund ManagementGreensboro, NC · 2 clientsAsset managerHybridMaplewood Investments, Inc.
    No custodian reported
    $340M
  17. 9537
    Left Brain Wealth Management, LLCNaperville, IL · 207 clientsWealth managerHybrid
    Schwab 98%
    $340M
  18. 9538
    Oliver Wealth ManagementTowson, MD · 496 clientsWealth manager
    Raymond James 100%
    $340M
  19. 9539
    Post Resch Tallon GroupPittsford, NY · 440 clientsWealth managerHybrid
    Schwab 89%
    $340M
  20. 9540
    Marathon Management Partners LLCBeverly Hills, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $340M
  21. 9541
    Eltekon Advisors, LLC.West Lake Hills, TX · 500 clientsWealth manager
    Schwab 100%
    $340M
  22. 9542
    AIP Capital Advisors LLCStamford, CT · 2 clientsPrivate fund adviser
    No custodian reported
    $340M
  23. 9543
    Wavvest WealthChicago, IL · 144 clientsWealth manager
    Schwab 100%
    $340M
  24. 9544
    The Mathes Company, Inc.New York, NY · 210 clientsWealth manager
    No custodian reported
    $340M
  25. 9545
    Park, Miller, LLCWalnut Creek, CA · 44 clientsWealth manager
    Fidelity 100%
    $340M
  26. 9546
    Quantum Portfolio Management, LLCNew York, NY · 47 clientsAsset manager
    Raymond James 100%
    $340M
  27. 9547
    AZA Capital ManagementChicago, IL · 345 clientsWealth manager
    Schwab 100%
    $340M
  28. 9548
    AP Wealth ManagementAugusta, GA · 283 clientsWealth manager
    Schwab 100%
    $340M
  29. 9549
    Superstring Capital Management LPNew York, NY · 6 clientsPrivate fund adviser
    Morgan Stanley 100%
    $340M
  30. 9550
    Garnet Equity Capital Holdings, Inc.New York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $339M
  31. 9551
    Turning Point FinancialFrederick, MD · 794 clientsWealth manager
    SEI 77%Schwab 23%
    $339M
  32. 9552
    Keyvantage Wealth AdvisorsBethlehem, PA · 143 clientsWealth manager
    Schwab 100%
    $339M
  33. 9553
    Millennial Advisers, LLC.New York, NY · 363 clientsPrivate fund adviserHybridAllied Millennial Partners, LLC, Onesource FI LLC, clears through StoneX, Interactive Brokers
    Schwab 57%Interactive Brokers 31%
    $339M
  34. 9554
    Empeiria Capital Management, LLCCincinnati, OH · 8 clientsPrivate fund adviser
    No custodian reported
    $339M
  35. 9555
    Hcip Advisors, LLCNashville, TN · 1 clientsPrivate fund adviser
    No custodian reported
    $339M
  36. 9556
    Walser Wealth Management Company, A Limited Liability CompanyTampa, FL · 677 clientsWealth manager
    Schwab 100%
    $339M
  37. 9557
    Sarona Asset Management Inc.Kitchener, Canada · 4 clientsPrivate fund adviser
    No custodian reported
    $339M
  38. 9558
    Flexis CapitalMiami, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $339M
  39. 9559
    Tucker Financial GroupMontgomery, AL · 2,436 clientsWealth managerWrap sponsor
    Schwab 83%
    $339M
  40. 9560
    Health Catalyst Capital Management, LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $339M

RIAs by state