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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. 9761
    Vantage Point Wealth ManagementPlymouth, MN · 1,223 clientsWealth managerHybrid
    LPL Financial 100%
    $327M
  2. 9762
    Law & Associates IncGlen Echo, MD · 319 clientsWealth managerHybrid
    Raymond James 100%
    $327M
  3. 9763
    PL Capital Advisors, LLCNaples, FL · 7 clientsPrivate fund adviser
    No custodian reported
    $327M
  4. 9764
    Community Development Fund Advisors, LLC1 clientsAsset manager
    No custodian reported
    $326M
  5. 9765
    Purefi Wealth, LLCBoston, MA · 98 clientsWealth manager
    Fidelity 85%
    $326M
  6. 9766
    Base Wealth ManagementLakewood Ranch, FL · 862 clientsWealth manager
    Schwab 73%Fidelity 27%
    $326M
  7. 9767
    Entrewealth174 clientsWealth manager
    Schwab 100%
    $326M
  8. 9768
    Pack Private Wealth, LLCWayzata, MN · 222 clientsWealth manager
    Schwab 100%
    $326M
  9. 9769
    Bay Rivers Group Wealth PartnersWilliamsburg, VA · 401 clientsWealth managerHybrid
    Schwab 100%
    $326M
  10. 9770
    HFR Asset Management, L.l.cChicago, IL · 2 clientsPrivate fund adviser
    No custodian reported
    $326M
  11. 9771
    HFR Investments, LLCChicago, IL · 2 clientsPrivate fund adviser
    No custodian reported
    $326M
  12. 9772
    Resilient Capital Management, LLCDallas, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $326M
  13. 9773
    Hurley Capital, LLCNew York, NY · 187 clientsWealth manager
    Schwab 96%
    $326M
  14. 9774
    Centerline Wealth Advisors, LLCLouisville, KY · 268 clientsWealth manager
    Schwab 100%
    $326M
  15. 9775
    Lifeplan GroupRaleigh, NC · 278 clientsWealth manager
    Schwab 100%
    $326M
  16. 9776
    Healthedge Investment PartnersTampa, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $326M
  17. 9777
    Patron Partners, LLCHouston, TX · 164 clientsWealth manager
    Schwab 100%
    $326M
  18. 9778
    Schuchard Capital Management Inc197 clientsWealth manager
    Schwab 100%
    $326M
  19. 9779
    Resolute Global Partners, LTD.Hamilton, Bermuda · 1 clientsPrivate fund adviser
    No custodian reported
    $325M
  20. 9780
    Silver Lake Advisory Partners, LLC159 clientsWealth manager
    Schwab 100%
    $325M
  21. 9781
    Coeli Frontier Markets ABStockholm, Sweden · 4 clientsPrivate fund adviser
    No custodian reported
    $325M
  22. 9782
    Strategic Wealth Advisors, LLC111 clientsWealth manager
    Schwab 82%
    $325M
  23. 9783
    Catawba River CapitalLake Wylie, SC · 275 clientsWealth manager
    Fidelity 100%
    $325M
  24. 9784
    Treiberg Wealth ManagementTucson, AZ · 274 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $325M
  25. 9785
    Converse Team Financial Services, LLC83 clientsAsset managerHybrid
    No custodian reported
    $325M
  26. 9786
    Universal Financial Services Inc.Guaynabo, PR · 1 clientsBroker-dealer firmHybrid
    No custodian reported
    $325M
  27. 9787
    Whipplewood Advisors, LLCLittleton, CO · 377 clientsWealth managerHybrid
    SEI 100%
    $325M
  28. 9788
    Crimson ManagementHouston, TX · 53 clientsWealth manager
    Schwab 100%
    $324M
  29. 9789
    EKS AssociatesPrinceton, NJ · 48 clientsWealth managerHybrid
    Schwab 100%
    $324M
  30. 9790
    Light Arc Capital Management LLCGreenwich, CT · 4 clientsPrivate fund adviser
    No custodian reported
    $324M
  31. 9791
    Vista Investment Management, LLCPittsburgh, PA · 189 clientsWealth manager
    Schwab 100%
    $324M
  32. 9792
    Kennicott Capital Management LLC55 clientsWealth manager
    Fidelity 100%
    $324M
  33. 9793
    Galaxy Investment Management, LLCUniondale, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $324M
  34. 9794
    Torque Asset Management LLC2 clientsPrivate fund adviser
    No custodian reported
    $324M
  35. 9795
    Smith W B & Co Inc8 clientsAsset manager
    No custodian reported
    $324M
  36. 9796
    Cresalta Investment Management, Inc.Greenwood Village, CO · 3 clientsAsset manager
    Bank 100%
    $323M
  37. 9797
    Johnson Wealth Management, LLCGrand Forks, ND · 169 clientsWealth manager
    Schwab 100%
    $323M
  38. 9798
    1248 Partners, LLCKansas City, MO · 7 clientsPrivate fund adviserAffiliated broker-dealerMsec, LLC, W G Securities, LLC, clears through National Financial Services (Fidelity)
    No custodian reported
    $323M
  39. 9799
    Choice Wealth Advisors LLCWaterville, ME · 602 clientsWealth managerHybrid
    Schwab 100%
    $323M
  40. 9800
    Brown Financial Advisors, LLCMilford, OH · 613 clientsWealth manager
    Schwab 100%
    $323M

RIAs by state