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Est. 2026The front page of wealth managementNew York

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IN Athlete wealth management demands a new advisor mindset, says UBS sports headIN Richmond duo with $1.2B in assets joins Raymond James from TruistIN US ETF flows hit $204BN in October as fixed income sets recordIN NewEdge Wealth adds former Florida Atlantic Securities CEO to Coral Gables officeIN Nominations now open for 5-Star Financial Planners 2027RB Craig Siegenthaler sat out the Oct. 29 Ameriprise conference call but three of his peers asked about the 'elephant' he cited in double-downgrading the broker's stock ten days earlier, triggering a share price diveIN Large RIAs name ChatGPT, Copilot and Claude in job posts far more than advisor AI toolsFP The 'advisor paradox' of clients who trust AI for financial adviceWM Trusts & Estates: November 2026 Digital EditionWM Court Tosses Suit Challenging NYC Pied-A-Terre Tax Rollout
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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. 12521
    Ridgeline Wealth Advisors, LLC.Raleigh, NC · 199 clientsWealth manager
    Schwab 100%
    $189M
  2. 12522
    Public Equity Partners2 clientsWealth manager
    Fidelity 100%
    $189M
  3. 12523
    Bledsoe Asset Management, LLCPhoenix, AZ · 341 clientsWealth manager
    Schwab 100%
    $189M
  4. 12524
    Hamilton Manor & AssociatesLa Jolla, CA · 171 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $189M
  5. 12525
    KRS Capital Management, LLCBloomfield Hills, MI · 42 clientsWealth manager
    Schwab 100%
    $189M
  6. 12526
    Azarias Capital Management, L.P.Westchester, PA · 2 clientsAsset manager
    BNY 54%Wells Fargo 31%
    $189M
  7. 12527
    Seed Wealth Management, Inc.34 clientsWealth manager
    Schwab 100%
    $189M
  8. 12528
    Union Square Capital Partners, LLCKennett Square, PA · 1 clientsAsset managerAffiliated broker-dealerChatham Financial Securities LLC
    No custodian reported
    $189M
  9. 12529
    Pile Wealth ManagementIndianapolis, IN · 86 clientsWealth manager
    Schwab 100%
    $189M
  10. 12530
    Hahn Financial GroupSioux Falls, SD · 1,861 clientsWealth manager
    Schwab 100%
    $189M
  11. 12531
    McCulley Financial Group, LLCWestchester, IL · 169 clientsWealth manager
    Schwab 100%
    $189M
  12. 12532
    Ivy League Financial Advisors LLCRockville, MD · 103 clientsWealth manager
    Schwab 100%
    $189M
  13. 12533
    Orvieto Partners, L.P.Boston, MA · 1 clientsPrivate fund adviser
    No custodian reported
    $189M
  14. 12534
    Nearside Advisors, LLCIndianapolis, IN · 113 clientsWealth manager
    Schwab 100%
    $189M
  15. 12535
    Siler Wealth ManagementLongwood, FL · 664 clientsWealth manager
    Schwab 100%
    $189M
  16. 12536
    Highroad Wealth Advisors, LLCCoos Bay, OR · 111 clientsWealth manager
    Altruist 100%
    $189M
  17. 12537
    Amicorp Wealth ServicesMiami, FL · 13 clientsAsset managerAffiliated broker-dealerAmergeris Global Markets (UK) LTD, Amicorp Asset Management Singapore PTE. LTD
    NPB 87%
    $189M
  18. 12538
    Wright Wealth LLCAtlanta, GA · 242 clientsWealth manager
    Schwab 100%
    $188M
  19. 12539
    Wilshire Quinn Capital, Inc.San Diego, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $188M
  20. 12540
    Trailhead Planners, LLCEdina, MN · 151 clientsWealth manager
    Schwab 100%
    $188M
  21. 12541
    Bristlecone Value Partners, LLCLos Angeles, CA · 94 clientsWealth manager
    Schwab 75%Fidelity 25%
    $188M
  22. 12542
    Vine Capital Management, LLC168 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $188M
  23. 12543
    ColarionMountain Brook, AL · 96 clientsWealth manager
    Schwab 60%
    $188M
  24. 12544
    Timber Point Capital ManagementWhite Plains, NY · 3 clientsAsset manager
    Fidelity 100%
    $188M
  25. 12545
    Métier Capital, LLCAsset manager
    Fidelity 100%
    $188M
  26. 12546
    Cross State Financial Group LLCAlbuquerque, NM · 406 clientsWealth manager
    Schwab 100%
    $188M
  27. 12547
    Frank Financial AdvisorsCarlsbad, CA · 144 clientsWealth manager
    Schwab 100%
    $188M
  28. 12548
    Barnes Dennig Private Wealth Management, LLCCincinnati, OH · 198 clientsWealth manager
    Schwab 100%
    $188M
  29. 12549
    Financial Consultants Group IncCumming, GA · 245 clientsWealth manager
    Axos 100%
    $188M
  30. 12550
    Arca Investment Management, LLCMarina Del Rey, CA · 8 clientsPrivate fund adviserHybrid
    No custodian reported
    $188M
  31. 12551
    KFG, LLCRapid City, SD · 101 clientsWealth manager
    Schwab 100%
    $188M
  32. 12552
    Heritage Financial Advisors, LLCWaterville, OH · 220 clientsWealth manager
    Schwab 100%
    $188M
  33. 12553
    Finsym Partners, LLC90 clientsWealth manager
    Schwab 100%
    $188M
  34. 12554
    Shadowfall Capital & Research LLPLondon, United Kingdom · 5 clientsPrivate fund adviser
    Goldman Sachs 96%
    $188M
  35. 12555
    The Westchester Group, LLC23 clientsAsset manager
    No custodian reported
    $188M
  36. 12556
    Hoffman, Alan N. Investment Management75 clientsWealth manager
    Schwab 100%
    $188M
  37. 12557
    PactolusVienna, VA · 307 clientsBroker-dealer firmHybridPactolus Securities, LLC
    Fidelity 100%
    $188M
  38. 12558
    Liftpoint Family Wealth Advisors, LLCFar Hills, NJ · 64 clientsWealth manager
    Fidelity 100%
    $188M
  39. 12559
    Lanx Management, LLCWhite Plains, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $188M
  40. 12560
    Redstone Wealth Management, LLCOklahoma City, OK · 602 clientsWealth managerHybrid
    Schwab 100%
    $188M

RIAs by state