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IN Vanderbilt Securities 'discharges' Philly area advisor facing excessive trading claimsWM 12 Investment Must Reads for This Week (Nov. 3, 2026)WM Carson Group Adds $1.6B Team, Boosting Atlanta PresenceIN Carson Group adds $1.6B Marietta Wealth Management in Atlanta pushWM Hightower Signature Wealth Rolls in $9B Practice with 10-Person Investment TeamIN Mesirow names CIBC Bank USA chief Shawn Beber as its next CEOFP RIA Leaders 2026: The custody fee conundrumFP RIA Leaders 2026: Download FP's list of the 150 largest fee-only RIAsIN Hightower Signature Wealth tops $50B with $9B Altium additionIN The Fed paused. Stocks stalled. Underneath, everything moved.
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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. 10641
    Interalpen Partners, LLCOmaha, NE · 9 clientsPrivate fund adviser
    No custodian reported
    $274M
  2. 10642
    Birmingham Capital Management Co IncBirmingham, AL · 80 clientsWealth manager
    No custodian reported
    $274M
  3. 10643
    Chapel Bridge Wealth AdvisorsSan Juan, PR · 25 clientsWealth manager
    Schwab 100%
    $274M
  4. 10644
    Graceada PartnersModesto, CA · 41 clientsAsset manager
    No custodian reported
    $273M
  5. 10645
    Legacy CapitalThe Woodlands, TX · 280 clientsWealth managerHybrid
    Schwab 100%
    $273M
  6. 10646
    Reckoner Capital Management LLCNew York, NY · 9 clientsAsset managerHybridRedbird BD, LLC
    BNY 92%
    $273M
  7. 10647
    Normandy Investment AdvisorsLeawood, KS · 300 clientsWealth manager
    Schwab 100%
    $273M
  8. 10648
    Valor Financial Services, LLCKnoxville, TN · 1,675 clientsWealth manager
    Schwab 100%
    $273M
  9. 10649
    Cardinal Wealth Advisory, LLCMemphis, TN · 103 clientsWealth manager
    No custodian reported
    $273M
  10. 10650
    Uhlmann Investment Management, L.L.C.Skokie, IL · 456 clientsBroker-dealer firmHybridUhlmann Price Securities, LLC
    No custodian reported
    $273M
  11. 10651
    TFP Management, LLCBettendorf, IA · 660 clientsWealth manager
    Schwab 100%
    $273M
  12. 10652
    Bluestone Wealth Management LLCKeene, NH · 37 clientsWealth manager
    Fidelity 100%
    $273M
  13. 10653
    Knox Wealth Partners AdvisoryKnoxville, TN · 525 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $273M
  14. 10654
    Conscious Wealth Investments, LLCAtlanta, GA · 115 clientsWealth manager
    Raymond James 100%
    $273M
  15. 10655
    South Shore Capital Advisors, LLCBoston, MA · 96 clientsWealth manager
    Bordier & CIE 47%Schwab 41%
    $273M
  16. 10656
    Nestegg Advisors, Inc.Hauppauge, NY · 237 clientsWealth managerWrap sponsorHybrid
    Pershing 100%
    $273M
  17. 10657
    Retirement Strategies, LTD.Dublin, OH · 419 clientsWealth managerHybrid
    Fidelity 100%
    $273M
  18. 10658
    E. A. Horwitz LLCDeerfield, IL · 369 clientsWealth managerWrap sponsorHybrid
    Fidelity 78%
    $273M
  19. 10659
    Nolet Wealth Management, LLCFort Worth, TX · 3 clientsWealth manager
    Schwab 100%
    $273M
  20. 10660
    Dominari IM LLCNew York, NY · 22 clientsPrivate fund adviserHybridDominari Securities LLC
    No custodian reported
    $273M
  21. 10661
    Alliance Wealth Management Partners LLCKnoxville, TN · 764 clientsWealth managerWrap sponsor
    Fidelity 88%
    $272M
  22. 10662
    Mendel Capital Management, LLCLittle Rock, AR · 170 clientsWealth manager
    Schwab 100%
    $272M
  23. 10663
    Camelot Portfolios, LLCMaumee, OH · 791 clientsWealth managerHybrid
    Fidelity 51%Interactive Brokers 27%
    $272M
  24. 10664
    46 Peaks Investment Advisory GroupNewtown, PA · 135 clientsWealth manager
    Schwab 100%
    $272M
  25. 10665
    FirstmetricTroy, MI · 48 clientsWealth manager
    Schwab 98%
    $272M
  26. 10666
    Magnolia Private Wealth, LLCPhiladelphia, PA · 176 clientsWealth manager
    Schwab 53%Fidelity 47%
    $272M
  27. 10667
    Parker Financial LLCSilverdale, WA · 304 clientsWealth manager
    Fidelity 100%
    $272M
  28. 10668
    Ryan InvestmentsBasalt, CO · 143 clientsWealth manager
    No custodian reported
    $272M
  29. 10669
    Sound Mark Partners, LLCGreenwich, CT · 2 clientsPrivate fund adviser
    No custodian reported
    $272M
  30. 10670
    Client First Investment Management LLCWest Bend, WI · 608 clientsAsset manager
    Schwab 55%U.S. Bank 45%
    $272M
  31. 10671
    Bull Street AdvisorsSavannah, GA · 109 clientsWealth manager
    Schwab 55%
    $272M
  32. 10672
    Triangle Peak Partners, LPPalo Alto, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $272M
  33. 10673
    Invest Capital PartnersSpringboro, OH · 661 clientsWealth manager
    Raymond James 61%Schwab 39%
    $272M
  34. 10674
    Advanced Retirement Solutions, LLC50 clientsAsset manager
    Voya Institutional Trust 56%Empower 44%
    $272M
  35. 10675
    Crossgate Wealth Advisors, LLCNewtown, PA · 183 clientsWealth manager
    Fidelity 100%
    $272M
  36. 10676
    Generational Private Wealth41 clientsWealth manager
    Schwab 100%
    $272M
  37. 10677
    Alliance FinancialWyomissing, PA · 656 clientsWealth managerWrap sponsorHybrid
    LPL Financial 95%
    $272M
  38. 10678
    Tailored Wealth SolutionsSaratoga Springs, NY · 253 clientsWealth manager
    Schwab 100%
    $272M
  39. 10679
    Accrued Equities Inc.Melville, NY · 1 clientsBroker-dealer firmHybrid
    No custodian reported
    $272M
  40. 10680
    Fairlead Asset Management LLCGreenwich, CT · 1 clientsAsset manager
    No custodian reported
    $272M

RIAs by state