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Est. 2026The front page of wealth managementNew York

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IN Democrats take Congress: what it means for your clientsFP The top 20 fee-only RIAs ranked by AUM in 2026RB Crisis of confidence still dogs 'Top Advisor' rankings, only months after ethics scandal rocked Forbes and cast shadow over Barron's, but the business is too lucrative to pass up for cash-hungry publications and attention-starved advisorsFP 'Don't trade the election': Advisors steady clients through midterm anxietyIN Client optimism sinks to 2026 low, CFP Board survey findsWM People Moves: Mercer Advisors Hires Wealth.com, Meta Alum as VP of DataIN Nevis wants AI agents that act. Schwab says not yetWM Former Edelman CEO Larry Raffone Joins Son's RIA as Executive ChairmanWM Kestra's Bluespring Acquires $920M Whitaker-Myers Wealth TeamIN Beacon Pointe buys $637M ACT Wealth in bet on airline pilot clients
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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. 11361
    Cohen & Company Financial Management, LLCNew York, NY · 5 clientsPrivate fund adviserHybridCohen & Company Securities, LLC, clears through Pershing
    No custodian reported
    $237M
  2. 11362
    Everest Wealth ManagementLeawood, KS · 91 clientsWealth manager
    Fidelity 100%
    $237M
  3. 11363
    Leicht Financial Planning and Wealth ManagementParsippany, NJ · 194 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $237M
  4. 11364
    Capital Financial Group, Inc.Littleton, CO · 238 clientsWealth manager
    LPL Financial 100%
    $237M
  5. 11365
    Redemption CapitalMidland, TX · 99 clientsWealth manager
    Schwab 100%
    $237M
  6. 11366
    Centennial Advisors, LLCAustin, TX · 468 clientsWealth managerWrap sponsor
    Fidelity 69%Schwab 31%
    $237M
  7. 11367
    North American Wealth Advisors Inc.Jordan, MN · 67 clientsAsset managerHybrid
    State Street 52%Newport Trust Co 25%Schwab 23%
    $237M
  8. 11368
    Awaken Wealth Partners LLCHouston, TX · 417 clientsWealth managerWrap sponsor
    Fidelity 89%
    $237M
  9. 11369
    Pento Portfolio Strategies, LLCNaples, FL · 874 clientsWealth manager
    Schwab 100%
    $237M
  10. 11370
    Elderado Financial, IncMontrose, CO · 413 clientsWealth manager
    Schwab 100%
    $237M
  11. 11371
    Soundcore Capital Partners, LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $237M
  12. 11372
    Fort Vancouver Investment Management, LLCVancouver, WA · 194 clientsWealth manager
    Schwab 100%
    $237M
  13. 11373
    Cambridge Retirement Partners24 clientsAsset manager
    No custodian reported
    $237M
  14. 11374
    Valterra Partners LLCAustin, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $237M
  15. 11375
    Minerva Planning GroupDecatur, GA · 122 clientsWealth manager
    Schwab 100%
    $237M
  16. 11376
    A3 Capital AdvisorsHouston, TX · 26 clientsWealth manager
    Schwab 100%
    $237M
  17. 11377
    Clarity Wealth Management, L.L.C.Gilbert, AZ · 944 clientsWealth managerHybrid
    LPL Financial 100%
    $237M
  18. 11378
    Axiom Investment Management LLCNew York, NY · 214 clientsWealth managerHybridAxiom Capital Management, Inc., clears through Hilltop Securities
    Hilltop Securities 100%
    $237M
  19. 11379
    Your Private Client Group, Inc.230 clientsWealth manager
    Assetmark Trust 100%
    $237M
  20. 11380
    Nvest Wealth Strategies, Inc.Powell, OH · 187 clientsWealth manager
    Schwab 100%
    $237M
  21. 11381
    Fireside Capital AdvisorsDallas, TX · 140 clientsWealth manager
    Schwab 100%
    $237M
  22. 11382
    Level Wealth Management LLCGreensboro, NC · 94 clientsWealth manager
    Schwab 100%
    $237M
  23. 11383
    Spectrum Financial IncVirginia Beach, VA · 234 clientsAsset managerHybrid
    Fidelity 100%
    $236M
  24. 11384
    Schamberger, Greylak & Utterback Wealth Management, LLCLa Crosse, WI · 628 clientsBroker-dealer firmHybrid
    LPL Financial 100%
    $236M
  25. 11385
    Castle Wealth PlanningSanta Barbara, CA · 111 clientsWealth manager
    Schwab 100%
    $236M
  26. 11386
    Lanier Financial Group LLCAthens, GA · 240 clientsWealth managerPublic-company owned
    Schwab 89%
    $236M
  27. 11387
    Rule One Partners, LLCMoreland, GA · 2 clientsAsset manager
    No custodian reported
    $236M
  28. 11388
    Sygnus Capital PR LLCGuaynabo, PR · 15 clientsPrivate fund adviser
    No custodian reported
    $236M
  29. 11389
    Ipsen Advisor GroupLittle Rock, AR · 337 clientsWealth managerHybrid
    Fidelity 100%
    $236M
  30. 11390
    R2 Wealth Management PartnersLincoln, NE · 430 clientsWealth manager
    Schwab 100%
    $236M
  31. 11391
    Arlington Wealth ManagementArlington Heights, IL · 226 clientsWealth manager
    Schwab 100%
    $236M
  32. 11392
    Heritage Financial Counselors, LLCBedminster, NJ · 143 clientsWealth manager
    Schwab 100%
    $236M
  33. 11393
    Bamboo Wealth StrategiesSan Diego, CA · 229 clientsWealth manager
    Schwab 100%
    $236M
  34. 11394
    Crosslayer Capital Management LLC4 clientsPrivate fund adviser
    No custodian reported
    $236M
  35. 11395
    Crown Oak Advisors54 clientsWealth manager
    Schwab 77%Fidelity Distributors Company 23%
    $236M
  36. 11396
    Creo Capital Partners Management LLCMiami, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $236M
  37. 11397
    Nierenberg Investment Management Company, LLC4 clientsPrivate fund adviser
    Goldman Sachs 100%
    $235M
  38. 11398
    Birch Capital Management, LLC35 clientsWealth manager
    Schwab 100%
    $235M
  39. 11399
    NDH Opportunity LLC5 clientsPrivate fund adviser
    No custodian reported
    $235M
  40. 11400
    Portland Private Wealth Management, Inc.Portland, OR · 455 clientsWealth manager
    Schwab 100%
    $235M

RIAs by state