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IN UBS breakaway Cleros Wealth launches $3.61B RIA with Elevation PointFP Rising living costs put retirement security under pressureWSR Rising Rates, Diesel And Charitable WorkWSR Helping HNW Clients Adjust Charitable Giving To New Tax RulesWSR Carson Buys Georgia RIA With $1.6 Billion In AssetsIN Rising Star elevating clients through holistic planningWM 401(k) Real Talk Episode 215: November 4, 2026WM Ex-UBS Team Creates $3.6B RIA With Elevation Point BackingIN Prop 40 trails, but wealth tax planning questions are here to stayRB 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 advisors
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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. 11601
    Retirement Wealth Solutions LLCMarshfield, WI · 188 clientsWealth manager
    Schwab 100%
    $227M
  2. 11602
    Premier Estate Planners, LLCClinton Township, MI · 584 clientsWealth manager
    Axos 68%Schwab 32%
    $227M
  3. 11603
    Alerce Investment Management, L.P.Chicago, IL · 25 clientsPrivate fund adviser
    Computershare Trust Company 44%Pershing 35%
    $227M
  4. 11604
    Naples Wealth PlanningBonita Springs, FL · 226 clientsWealth managerHybrid
    Schwab 100%
    $227M
  5. 11605
    Shikhara Investment Management LPNew York, NY · 3 clientsAsset manager
    Level 8, 60 Castlereagh Street 100%
    $227M
  6. 11606
    Structured Wealth Management, Inc.Toledo, OH · 527 clientsWealth manager
    No custodian reported
    $227M
  7. 11607
    Worldly Partners Management, LLCNeedham, MA · 1 clientsPrivate fund adviser
    No custodian reported
    $227M
  8. 11608
    Perryridge Capital LPGreenwich, CT · 3 clientsPrivate fund adviser
    Morgan Stanley 100%
    $227M
  9. 11609
    Arrien Investments, Inc.Boise, ID · 449 clientsWealth manager
    Pershing 100%
    $227M
  10. 11610
    Mindoro Capital Partners LLC11 clientsWealth manager
    Schwab 100%
    $226M
  11. 11611
    Connected Wealth Solutions, LLCLa Grande, OR · 318 clientsWealth manager
    Fidelity 100%
    $226M
  12. 11612
    D.H. Hill Advisors, Inc.Kingwood, TX · 938 clientsWealth managerHybridD.H. Hill Securities, Lllp
    Schwab 100%
    $226M
  13. 11613
    Mentor Capital Management Inc.Chicago, IL · 227 clientsWealth manager
    Schwab 100%
    $226M
  14. 11614
    BQS Financial Advisors, LLCNew York, NY · 29 clientsAsset manager
    No custodian reported
    $226M
  15. 11615
    Walnut Grove Capital Partners, LPMemphis, TN · 9 clientsPrivate fund adviser
    No custodian reported
    $226M
  16. 11616
    Align Private CapitalSarasota, FL · 2 clientsPrivate fund adviser
    BNY 100%
    $226M
  17. 11617
    Denali Wealth Management, Inc.Mequon, WI · 243 clientsWealth manager
    Schwab 100%
    $226M
  18. 11618
    Elevation Advisory Partners LLCOrlando, FL · 378 clientsWealth managerHybrid
    Schwab 100%
    $226M
  19. 11619
    Valpey Financial Services LLCConcord, NH · 186 clientsWealth manager
    Schwab 100%
    $226M
  20. 11620
    Angelus Investment Consulting, Inc.Coral Gables, FL · 30 clientsWealth managerHybrid
    J.P. Morgan 61%Citi 23%
    $226M
  21. 11621
    Change Global Investment, LLCNew York, NY · 3 clientsPrivate fund adviser
    State Street 100%
    $226M
  22. 11622
    Polaris Financial Partners, LLCWesterville, OH · 145 clientsWealth managerWrap sponsor
    Schwab 100%
    $226M
  23. 11623
    Bullseye Investment Management, LLCCincinnciati, OH · 1,120 clientsWealth manager
    Axos 100%
    $226M
  24. 11624
    Dragus Capital, LLCCoral Gables, FL · 86 clientsWealth manager
    Banco Sabadell Miami Branch 65%Merrill / Bank of America 25%
    $226M
  25. 11625
    Secfi Advisory LimitedNew York, NY · 55 clientsPrivate fund adviserHybridSecfi Securities, LLC
    Altruist 100%
    $226M
  26. 11626
    Professional FinancialPittsford, NY · 93 clientsWealth manager
    Schwab 100%
    $226M
  27. 11627
    Welcy Capital Advisors LLCMiami, FL · 19 clientsPrivate fund adviserAffiliated broker-dealerLW Casa De Valores, SRL, Prival Securities Puesto De Bolsa S.A.
    Interactive Brokers 100%
    $226M
  28. 11628
    Evansbrook Capital Management110 clientsWealth manager
    Schwab 100%
    $226M
  29. 11629
    DVB Private WealthHarrisburg, PA · 249 clientsWealth manager
    LPL Financial 82%
    $226M
  30. 11630
    Natural CapitalFayetteville, AR · 10 clientsPrivate fund adviser
    No custodian reported
    $226M
  31. 11631
    Magnolia Financial Planning Services, Inc.Seneca, SC · 278 clientsWealth manager
    Schwab 100%
    $226M
  32. 11632
    Weis AdvisoryClive, IA · 716 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $226M
  33. 11633
    Global Value Investment CorporationMilwaukee, WI · 192 clientsWealth managerWrap sponsor
    Schwab 100%
    $226M
  34. 11634
    D'arcy Capital Management, LLCSan Diego, CA · 106 clientsWealth manager
    Fidelity 100%
    $226M
  35. 11635
    Red Mountain Financial PartnersDurango, CO · 314 clientsWealth managerHybrid
    LPL Financial 100%
    $226M
  36. 11636
    Oceanis Financial Advisors, Inc.Miami, FL · 82 clientsAsset manager
    J.P. Morgan 100%
    $226M
  37. 11637
    Williams Capital Management CompanyWilmette, IL · 22 clientsWealth manager
    No custodian reported
    $226M
  38. 11638
    Simplified Wealth ManagementHattiesburg, MS · 712 clientsWealth manager
    Schwab 100%
    $226M
  39. 11639
    Miller Wealth Advisors, LLC116 clientsWealth manager
    Schwab 100%
    $226M
  40. 11640
    The Tenret Company, LLCTampa, FL · 55 clientsWealth manager
    Schwab 100%
    $225M

RIAs by state