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Est. 2026The front page of wealth managementNew York

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IN Home price growth slows as inventory and mortgage rates weigh on marketIN 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 Team
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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. 11401
    Crew Capital Management, LTD.Cincinnati, OH · 203 clientsWealth managerHybrid
    Schwab 100%
    $235M
  2. 11402
    Hutchinson & Ziegler Financial Advisors, Inc.San Rafael, CA · 62 clientsWealth manager
    Schwab 100%
    $235M
  3. 11403
    R.I.T. Wealth AdvisorsSan Luis Obispo, CA · 262 clientsWealth manager
    No custodian reported
    $235M
  4. 11404
    Spectrum Financial ResourcesTroy, MI · 723 clientsWealth managerHybrid
    Pershing 73%Schwab 27%
    $235M
  5. 11405
    PromethiumBethesda, MD · 287 clientsWealth managerWrap sponsor
    Schwab 73%Fidelity 27%
    $235M
  6. 11406
    WhvpZurich, Switzerland · 130 clientsWealth manager
    Bank Vontobel AG 45%Dreyfus Soehne & CIE AG, Banquiers 35%
    $235M
  7. 11407
    Big Sioux Wealth ManagementWatertown, SD · 868 clientsWealth managerBank-affiliatedHybrid
    Schwab 100%
    $235M
  8. 11408
    Ampersand Capital Group, L.P.Burlingame, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $235M
  9. 11409
    Lind Capital PartnersEvanston, IL · 79 clientsWealth manager
    Schwab 58%Fidelity 42%
    $235M
  10. 11410
    MBF Healthcare Management II, LLCCoral Gables, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $235M
  11. 11411
    Horizon Wealth Advisors582 clientsWealth managerHybrid
    Schwab 100%
    $235M
  12. 11412
    Kingsman Wealth Management Inc.Pensacola, FL · 216 clientsWealth manager
    Schwab 100%
    $235M
  13. 11413
    Northland Capital ManagementVirginia, MN · 283 clientsWealth manager
    Fidelity 100%
    $235M
  14. 11414
    Camelotta AdvisorsSan Francisco, CA · 61 clientsWealth manager
    Fidelity 88%
    $235M
  15. 11415
    Altura Wealth AdvisorsVirginia Beach, VA · 261 clientsWealth manager
    Schwab 100%
    $235M
  16. 11416
    Partnership Wealth ManagementTowson, MD · 139 clientsWealth managerWrap sponsor
    Schwab 100%
    $235M
  17. 11417
    Sustainable Advisors Alliance LLCTulsa, OK · 559 clientsWealth manager
    Schwab 71%
    $235M
  18. 11418
    Tevis Investment Management, LLCPlano, TX · 431 clientsWealth manager
    Schwab 100%
    $235M
  19. 11419
    Watercolor FinancialAustin, TX · 152 clientsWealth manager
    Fidelity 100%
    $235M
  20. 11420
    Peak Investment Advisors, Inc.Colorado Springs, CO · 40 clientsWealth manager
    Schwab 100%
    $235M
  21. 11421
    Plan TO Prosper Wealth ManagementOrmond Beach, FL · 418 clientsWealth manager
    Schwab 100%
    $234M
  22. 11422
    Reef Investment Management LLCLehi, UT · 4 clientsPrivate fund adviser
    No custodian reported
    $234M
  23. 11423
    Equanimity Financial PartnersPasadena, CA · 665 clientsWealth manager
    Schwab 100%
    $234M
  24. 11424
    Rademacher Financial, Inc.Lawrence, KS · 343 clientsWealth manager
    Raymond James 100%
    $234M
  25. 11425
    Belleair Asset Management, LLCBelleair Bluffs, FL · 125 clientsWealth manager
    Schwab 100%
    $234M
  26. 11426
    Primestor Investment Management, LLCCulver City, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $234M
  27. 11427
    Capital Management Advisor Group, LLCWalnut Creek, CA · 88 clientsWealth manager
    Capital Bank and Trust 100%
    $234M
  28. 11428
    St. Louis Financial Planners Asset Management, LLCChesterfield, MO · 446 clientsWealth manager
    Axos 100%
    $234M
  29. 11429
    Legacy Planning Advisors, LLCSuwanee, GA · 265 clientsWealth managerHybrid
    No custodian reported
    $234M
  30. 11430
    Bonfire Financial, LLCColorado Springs, CO · 278 clientsWealth manager
    Schwab 100%
    $234M
  31. 11431
    Delta Financial Advisors, IncKensington, MD · 245 clientsWealth managerHybrid
    Schwab 100%
    $234M
  32. 11432
    Daviman Financial, LLC256 clientsWealth manager
    Schwab 100%
    $234M
  33. 11433
    RPM Capital Partners, LLCNew York, NY · 4 clientsPrivate fund adviserAffiliated broker-dealerSiguler Guff Global Markets, LLC
    No custodian reported
    $234M
  34. 11434
    Sivik Global Healthcare, LLC3 clientsPrivate fund adviser
    No custodian reported
    $234M
  35. 11435
    Helium Advisors LLCVancouver, WA · 279 clientsWealth manager
    Fidelity 59%Schwab 30%
    $234M
  36. 11436
    Atlas Wealth Partners LLCWyomissing, PA · 314 clientsWealth manager
    Schwab 100%
    $234M
  37. 11437
    New China Capital Management Corp.Stamford, CT · 2 clientsPrivate fund adviser
    No custodian reported
    $234M
  38. 11438
    Fountain Square Asset ManagementCincinnati, OH · 398 clientsWealth managerHybrid
    Pershing 100%
    $234M
  39. 11439
    The Aranda Group Advisors, LLCJenkintown, PA · 159 clientsWealth manager
    Fidelity 100%
    $234M
  40. 11440
    Skaana Management L.P.1 clientsPrivate fund adviser
    No custodian reported
    $234M

RIAs by state