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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. 9721
    CI Capital Partners7 clientsPrivate fund adviser
    No custodian reported
    $329M
  2. 9722
    Pearl PlanningDexter, MI · 305 clientsWealth manager
    Raymond James 82%
    $329M
  3. 9723
    Benchmark Investment Advisors LLCChicago, IL · 126 clientsWealth manager
    Fidelity 79%
    $329M
  4. 9724
    Wealth Management Cpas, LLCSalt Lake City, UT · 396 clientsWealth manager
    Schwab 100%
    $329M
  5. 9725
    Power Financial Partners, LLCTampa, FL · 250 clientsAsset managerHybrid
    Schwab 100%
    $329M
  6. 9726
    NWM Advisors, LLCSan Luis Obispo, CA · 191 clientsWealth manager
    Schwab 100%
    $329M
  7. 9727
    MTC Wealth ManagementTampa, FL · 2 clientsAsset manager
    No custodian reported
    $329M
  8. 9728
    Techquity Capital ManagementAustin, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $329M
  9. 9729
    Game Creek Capital, LPBoston, MA · 14 clientsPrivate fund adviser
    Fiduciary Trust 73%
    $329M
  10. 9730
    BR Wealth ManagementBoise, ID · 348 clientsWealth managerHybrid
    Schwab 100%
    $329M
  11. 9731
    Fvlcrum Partners, LLCBethesda, MD · 3 clientsPrivate fund adviser
    No custodian reported
    $329M
  12. 9732
    Ballast Capital Advisors, LLCWest Des Moines, IA · 42 clientsWealth manager
    RBC 100%
    $329M
  13. 9733
    Artifex Financial Group, LLCOakwood, OH · 318 clientsWealth manager
    Schwab 100%
    $329M
  14. 9734
    Wolf River Capital Management, LLCMemphis, TN · 27 clientsPrivate fund adviser
    BNY 56%Fidelity 44%
    $329M
  15. 9735
    Kenney Investments IncNorthfield, IL · 34 clientsWealth manager
    Schwab 69%Merrill / Bank of America 31%
    $328M
  16. 9736
    OMC Financial Services LTDDewitt, NY · 269 clientsWealth manager
    Schwab 100%
    $328M
  17. 9737
    Glide CapitalMiami, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $328M
  18. 9738
    Torrey Growth & Income Advisors, LLCDel Mar, CA · 293 clientsWealth managerWrap sponsor
    Schwab 100%
    $328M
  19. 9739
    Zenith Wealth AdvisorsScottsdale, AZ · 92 clientsWealth managerBank-affiliated
    Schwab 100%
    $328M
  20. 9740
    Thomas Story and SON LLCPlymouth, IN · 39 clientsWealth manager
    Fidelity 100%
    $328M
  21. 9741
    Sterneck Capital Management LLCKansas City, MO · 265 clientsWealth manager
    Schwab 100%
    $328M
  22. 9742
    Oxford Wealth Group, LLCOrlando, FL · 915 clientsWealth manager
    Schwab 100%
    $328M
  23. 9743
    Weitzel Financial Services, Inc.Dubuque, IA · 1,134 clientsBroker-dealer firmHybrid
    Schwab 100%
    $328M
  24. 9744
    Shore Point Advisors, LLCBrielle, NJ · 668 clientsWealth manager
    Schwab 100%
    $328M
  25. 9745
    Fukoku Life International (america) Inc.New York, NY · 2 clientsAsset manager
    Global Custody Services 100%
    $328M
  26. 9746
    Hudson Capital Advisory, Inc.Buffalo, NY · 244 clientsWealth manager
    Fidelity 65%Schwab 35%
    $328M
  27. 9747
    Financial Decisions, LLCNew York, NY · 152 clientsWealth manager
    Schwab 85%
    $328M
  28. 9748
    Cimarron Wealth Management, Inc.Montrose, CO · 572 clientsWealth managerHybrid
    LPL Financial 100%
    $327M
  29. 9749
    RYE Brook Capital, LLCGreenwich, CT · 20 clientsAsset manager
    Morgan Stanley 73%Pershing 24%
    $327M
  30. 9750
    Level 5 Capital Partners, LLC25 clientsPrivate fund adviser
    No custodian reported
    $327M
  31. 9751
    Latko Wealth Management, LTD.Frankfort, IL · 499 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $327M
  32. 9752
    Greenwood Family Advisors LLCMiami, FL · 16 clientsWealth manager
    J.P. Morgan 100%
    $327M
  33. 9753
    Pointone Family OfficeManhattan Beach, CA · 25 clientsWealth managerHybrid
    Goldman Sachs 100%
    $327M
  34. 9754
    Octavia Investments LLC73 clientsWealth manager
    Schwab 100%
    $327M
  35. 9755
    Vinci Partners USANew York, NY · 73 clientsAsset managerHybridCG Compass (USA) LLC, Vinci Assessoria Financeira Ltda., clears through Pershing
    Morgan Stanley 67%
    $327M
  36. 9756
    Ardent Capital Management, Inc.Cincinnati, OH · 113 clientsWealth manager
    U.S. Bank 100%
    $327M
  37. 9757
    Wilkerson Advisory Group LLCColumbia, MO · 582 clientsWealth manager
    Schwab 100%
    $327M
  38. 9758
    Mpwm Advisory Solutions LLCAlpharetta, GA · 589 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $327M
  39. 9759
    Avondale Wealth Management LLCWest Lake Hills, TX · 201 clientsWealth managerHybrid
    Fidelity 100%
    $327M
  40. 9760
    MFG Partners LLCNew York, NY · 19 clientsPrivate fund adviser
    No custodian reported
    $327M

RIAs by state