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Est. 2026The front page of wealth managementNew York

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4K Retirement Confidence Surges Despite Financial Pressures: MFSWSR 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 PracticeIN Meta deal shields Zuckerberg from California wealth tax billRB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicWM The Diamond Podcast for Financial Advisors: How Smart Money Evaluates Wealth Management FirmsWM Cerulli: $5B+ Fee-Only Independent RIAs Face 'Shrinking Footprint'FP Why fee-based models are the future of advisor compensation
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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

84 firms manage $90 billionOklahoma

Open in the Atlas screener

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  1. 15843
    Even Herd LLCOklahoma City, OK · 1 clientsAsset manager
    No custodian reported
    $56M
  2. 16026
    Native American Fund Advisors LLCTulsa, OK · 4 clientsAsset manager
    Schwab 100%
    $39M
  3. 16379
    Oak Creek Private Wealth Management LLCTulsa, OK · 11 clientsWealth manager
    Schwab 100%
    $4M
  4. 16973
    Hudson & Associates Wealth Management LLCTulsa, OKAsset managerHybrid
    No custodian reported
    $0

RIAs by state