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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. 9601
    Kilner Capital Advisors, LLCGaithersburg, MD · 230 clientsWealth manager
    Schwab 100%
    $337M
  2. 9602
    Alterna Capital Partners LLC3 clientsPrivate fund adviser
    No custodian reported
    $337M
  3. 9603
    Journey Financial Group, Inc.Buffalo Grove, IL · 330 clientsWealth manager
    Schwab 100%
    $336M
  4. 9604
    ADG Wealth Management Group, LLCMetairie, LA · 569 clientsWealth manager
    Fidelity 100%
    $336M
  5. 9605
    RPS Retirement Plan AdvisorsAustin, TX · 31 clientsAsset manager
    Principal Securities 35%Schwab 31%
    $336M
  6. 9606
    Colony Capital Investment Advisors, LLCBoca Raton, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $336M
  7. 9607
    Lonestar Registered Investment Advisors, LLCLubbock, TX · 1,195 clientsWealth manager
    Schwab 99%
    $336M
  8. 9608
    Capital IdeasDallas, TX · 96 clientsWealth managerHybrid
    Wells Fargo 53%Schwab 47%
    $336M
  9. 9609
    Agate Pass Investment, LLCBainbridge Island, WA · 124 clientsWealth manager
    Schwab 100%
    $336M
  10. 9610
    Loon Lake Capital Management LPBoston, MA · 3 clientsPrivate fund adviser
    No custodian reported
    $336M
  11. 9611
    Treasure Valley Financial PlanningMeridian, ID · 541 clientsWealth manager
    Schwab 100%
    $336M
  12. 9612
    Cogent Strategic Wealth LLCChicago, IL · 102 clientsWealth manager
    Schwab 100%
    $336M
  13. 9613
    Intrepid Investment Management, LLCHouston, TX · 9 clientsPrivate fund adviserHybrid
    No custodian reported
    $336M
  14. 9614
    LEH III Management LLCEnglewood, CO · 4 clientsPrivate fund adviser
    No custodian reported
    $336M
  15. 9615
    Bennett Selby Investments, L.P.97 clientsWealth manager
    No custodian reported
    $336M
  16. 9616
    Shared Vision Wealth Group192 clientsWealth manager
    Fidelity 50%Schwab 50%
    $336M
  17. 9617
    Peachtree Investment Partners, LLC263 clientsWealth manager
    Schwab 100%
    $336M
  18. 9618
    Cross Rapids Capital LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $336M
  19. 9619
    First Dallas Securities, Inc.Dallas, TX · 266 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $336M
  20. 9620
    Apricus Wealth LLCBeaufort, SC · 100 clientsWealth manager
    Schwab 100%
    $336M
  21. 9621
    Mid-American Wealth Advisory GroupKansas City, MO · 958 clientsWealth manager
    Schwab 100%
    $336M
  22. 9622
    Seix CLO Management LLCPark Ridge, NJ · 2 clientsPrivate fund adviserAffiliated broker-dealerVP Distributors LLC
    No custodian reported
    $336M
  23. 9623
    Personal Financial Profiles IncCoral Springs, FL · 229 clientsWealth managerHybrid
    Schwab 100%
    $335M
  24. 9624
    The Menard Financial Group, LLCHouston, TX · 128 clientsWealth managerWrap sponsor
    Schwab 100%
    $335M
  25. 9625
    Cion Grosvenor Management, LLCNew York, NY · 2 clientsAsset managerAffiliated broker-dealerCion Securities, LLC
    No custodian reported
    $335M
  26. 9626
    BVP Management Company, LLCNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $335M
  27. 9627
    Trisperity Advisors, LLCKaty, TX · 264 clientsWealth manager
    Schwab 100%
    $335M
  28. 9628
    Livet Wealth, LLCSpanish Fork, UT · 138 clientsWealth manager
    Schwab 100%
    $335M
  29. 9629
    Aspenridge Wealth AdvisorsFort Worth, TX · 383 clientsWealth manager
    Fidelity 100%
    $335M
  30. 9630
    Pillsbury Lake Capital, LLC4 clientsPrivate fund adviser
    No custodian reported
    $335M
  31. 9631
    Gotham Green Partners, LLCSanta Monica, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $335M
  32. 9632
    Abra Capital Management, LPSan Francisco, CA · 277 clientsAsset manager
    Fireblocks 100%
    $335M
  33. 9633
    Baer Wealth ManagementMarietta, GA · 308 clientsWealth manager
    Schwab 93%
    $335M
  34. 9634
    Weik Capital ManagementWyomissing, PA · 195 clientsWealth manager
    Schwab 100%
    $335M
  35. 9635
    Wealthharbor Capital Group, LLCMetairie, LA · 252 clientsAsset manager
    Pershing 50%MG Trust Company 50%
    $335M
  36. 9636
    Neuberger Berman Loan Advisers Europe II LPChicago, IL · 1 clientsPrivate fund adviserHybridNeuberger Berman BD LLC
    No custodian reported
    $335M
  37. 9637
    GinjerParis, France · 35 clientsAsset manager
    No custodian reported
    $335M
  38. 9638
    North RUN Capital, LPBoston, MA · 4 clientsPrivate fund adviser
    No custodian reported
    $335M
  39. 9639
    Slayton Lewis IncSalt Lake City, UT · 77 clientsWealth manager
    No custodian reported
    $334M
  40. 9640
    American Capital Advisory, LLCKetchum, ID · 384 clientsWealth manager
    Schwab 100%
    $334M

RIAs by state