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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. 9681
    Corazon Group LLCChicago, IL · 6 clientsPrivate fund adviser
    No custodian reported
    $331M
  2. 9682
    Rainier Family Wealth, Inc.Tacoma, WA · 113 clientsWealth manager
    Fidelity 100%
    $331M
  3. 9683
    Sectoral Asset Management Inc.Montreal, Quebec, Canada · 7 clientsPrivate fund adviser
    No custodian reported
    $331M
  4. 9684
    5t Wealth, LLCNapa, CA · 297 clientsWealth manager
    Fidelity 98%
    $331M
  5. 9685
    The McHugh Group, LLC30 clientsWealth managerHybrid
    Fidelity 100%
    $331M
  6. 9686
    Charles Fish Investments, Inc.Irvine, CA · 42 clientsWealth manager
    U.S. Bank 73%Schwab 27%
    $331M
  7. 9687
    Cambridge Financial Group, Inc.Columbus, OH · 318 clientsWealth managerWrap sponsor
    Stifel Nicolaus 27%Securities America 23%
    $331M
  8. 9688
    Insight FoliosCharlotte, NC · 1,228 clientsWealth managerHybrid
    Schwab 100%
    $331M
  9. 9689
    Advisorengine Portfolio Solutions Inc.Raleigh, NC · 4 clientsAsset manager
    Fidelity 58%Schwab 42%
    $331M
  10. 9690
    Yoder Wealth ManagementWalnut Creek, CA · 74 clientsWealth managerWrap sponsor
    Schwab 100%
    $331M
  11. 9691
    Copley Financial Group, Inc.San Diego, CA · 2,690 clientsBroker-dealer firmHybridCopley Alternative Investments, Inc., Emerson Equity LLC
    Schwab 100%
    $331M
  12. 9692
    The Nestegg Group, Inc.Lincolnwood, IL · 187 clientsWealth manager
    Schwab 100%
    $331M
  13. 9693
    Bernardi Asset Management, LLCNorthfield, IL · 69 clientsAsset managerHybridBernardi Securities, Inc.
    Pershing 52%Schwab 30%
    $331M
  14. 9694
    Edgeworth Capital PTY LTDBondi Junction, New South Wales, Australia · 7 clientsAsset manager
    J.P. Morgan 100%
    $331M
  15. 9695
    Vigilare Wealth Management LLCScottsdale, AZ · 157 clientsWealth manager
    Schwab 74%Fidelity 26%
    $331M
  16. 9696
    Sandstone Asset Management Inc.Calgary, Canada · 129 clientsWealth managerHybrid
    Fidelity Clearing Canada 100%
    $331M
  17. 9697
    Hazoor Partners, LLCAustin, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $331M
  18. 9698
    General Innovation Capital, LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $331M
  19. 9699
    Lynch Asset Management, Inc.12 clientsWealth manager
    Fidelity 100%
    $331M
  20. 9700
    Essex Private Wealth Management LLCTopsfield, MA · 216 clientsWealth managerHybridHuntwicke Securities, LLC
    Fidelity 100%
    $331M
  21. 9701
    Insight Capital ManagementConcord, CA · 343 clientsWealth managerHybrid
    Schwab 100%
    $331M
  22. 9702
    Uniplan Investment Counsel, Inc.Milwaukee, WI · 437 clientsWealth managerWrap sponsor
    UBS 100%
    $330M
  23. 9703
    Broadview Management, LLCSt. Louis, MO · 4 clientsPrivate fund adviser
    No custodian reported
    $330M
  24. 9704
    Cypress Capital Wealth Management LLCAnn Arbor, MI · 106 clientsAsset manager
    Empower Trust Company 57%Schwab 43%
    $330M
  25. 9705
    Claris Financial, LLCGlen Allen, VA · 599 clientsWealth manager
    Schwab 100%
    $330M
  26. 9706
    Welton Investment Partners LLCCarmel, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $330M
  27. 9707
    DAI Wealth, LLCAtlanta, GA · 1,537 clientsWealth managerHybridDAI Securities, LLC
    Fidelity 77%Schwab 23%
    $330M
  28. 9708
    Moneywatch Advisors, Inc.Lexington, KY · 384 clientsWealth manager
    No custodian reported
    $330M
  29. 9709
    Boston Family Advisors LLCBoston, MA · 39 clientsWealth managerBank-affiliated
    Fidelity 92%
    $330M
  30. 9710
    Stonebridge Financial Planning Group, LLCOrlando, FL · 340 clientsWealth manager
    Fidelity 100%
    $330M
  31. 9711
    Fluent Financial, LLCDallas, TX · 260 clientsWealth managerWrap sponsor
    Schwab 100%
    $330M
  32. 9712
    DAI AdvisorsMenlo Park, CA · 285 clientsWealth manager
    Schwab 100%
    $330M
  33. 9713
    Colliers Securities LLCMinneapolis, MN · 816 clientsBroker-dealer firmHybridColliers Securities (canada) Inc.
    No custodian reported
    $330M
  34. 9714
    Paragon Financial PartnersWoodland Hills, CA · 127 clientsWealth manager
    Schwab 100%
    $330M
  35. 9715
    N.V.N.G. Investments, Inc.Kalamazoo, MI · 39 clientsWealth manager
    No custodian reported
    $330M
  36. 9716
    Powers Advisory Group, LLCHighland, IL · 586 clientsWealth manager
    Schwab 100%
    $330M
  37. 9717
    Stella Point Capital, LPNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $329M
  38. 9718
    501 North, LLCNew York, NY · 3 clientsPrivate fund adviserAffiliated broker-dealerKeefe, Bruyette & Woods, Inc., Stifel Europe AG, clears through Stifel
    No custodian reported
    $329M
  39. 9719
    Bryspen, IncorporatedWashington, DC · 72 clientsWealth manager
    No custodian reported
    $329M
  40. 9720
    Gutierrez Wealth Advisory, LLCLittle Rock, AR · 141 clientsWealth managerHybrid
    Fidelity 100%
    $329M

RIAs by state