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FinancialADVSR

Est. 2026The front page of wealth managementNew York

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FP As smaller rivals keep quiet, Axos opens up on custody feesIN RIA moves: Kintra Wealth adds $355M Great Scott Financial practice4K Retirement Confidence Surges Despite Financial Pressures: MFSWM Private Credit Group Says Market Fears Are Divorced From RealityWSR The Most Important Year-End Review Is Your OwnWSR AmeriFlex Recruits 17 Advisors Representing Over $1.4 Billion In Client AssetsWSR Cerulli: Many Investors Still Struggle To Understand Advisors’ FeesWSR Dear Ryan: Transformed On Paper, Uncertain In PracticeWM As AI Expands, the Standard for Human Advice Must RiseIN Meta deal shields Zuckerberg from California wealth tax bill
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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.

Filters1

85 firms manage $81 billionKentucky

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. 15337
    Riverstone Asset Management, LLCLouisville, KY · 18 clientsWealth manager
    Schwab 85%
    $103M
  2. 15773
    Access Real Estate, LLCLouisville, KY · 4 clientsPrivate fund adviser
    No custodian reported
    $63M
  3. 15828
    Hafele InvestmentsLouisville, KY · 9 clientsPrivate fund adviser
    No custodian reported
    $58M
  4. 15994
    Connetic VenturesCovington, KY · 2 clientsAsset manager
    No custodian reported
    $41M
  5. 16109
    Dmlo Wealth Planning, LLCLouisville, KY · 45 clientsWealth managerHybrid
    Schwab 100%
    $30M

RIAs by state