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IN Mercer Advisors snaps up AI-native tax firm Fifteenth in tech-forward dealIN 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 Edition
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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. 12601
    CEF Advisors94 clientsWealth manager
    Schwab 100%
    $186M
  2. 12602
    Winthrop Partners - WNY, LLCOrchard, NY · 302 clientsWealth manager
    Raymond James 100%
    $186M
  3. 12603
    Amber Infrastructure Investment Advisor LLCNew York, NY · 1 clientsPrivate fund adviserAffiliated broker-dealerBrean Capital, LLC, S2k Financial LLC
    No custodian reported
    $186M
  4. 12604
    Granite Financial GroupBrookfield, WI · 252 clientsWealth managerHybrid
    LPL Financial 100%
    $186M
  5. 12605
    First Analysis Capital Management LLCChicago, IL · 8 clientsPrivate fund adviserHybridFirst Analysis Securities Corporation
    No custodian reported
    $186M
  6. 12606
    Merited Wealth, LLCNorth Bay Village, FL · 186 clientsWealth manager
    Fidelity 83%
    $186M
  7. 12607
    Eagle Investment AdvisorsDowningtown, PA · 132 clientsWealth manager
    Raymond James 100%
    $186M
  8. 12608
    Total Wealth Services, LLCWestlake Village, CA · 162 clientsWealth manager
    Schwab 100%
    $186M
  9. 12609
    Gibson Wealth Advisors, LLC193 clientsWealth manager
    Schwab 100%
    $186M
  10. 12610
    Vigil Wealth Management, LLCPonte Vedra Beach, FL · 176 clientsWealth managerWrap sponsor
    Schwab 100%
    $186M
  11. 12611
    Ridge Capital Management, LLCJohn Creek, GA · 340 clientsWealth managerHybrid
    Pershing 100%
    $186M
  12. 12612
    Hillspring Financial, Inc.Surprise, AZ · 270 clientsWealth manager
    Schwab 100%
    $186M
  13. 12613
    Schrum Private Wealth Management, LLCSaint Augustine, FL · 173 clientsWealth manager
    Schwab 78%Fidelity 22%
    $186M
  14. 12614
    Retirement Financial Group, LLCBeaumont, TX · 440 clientsWealth manager
    Fidelity Distributors Company 100%
    $186M
  15. 12615
    Hudson Portfolio Management LLCGarrison, NY · 83 clientsWealth manager
    Schwab 100%
    $186M
  16. 12616
    Oak Capital Advisors58 clientsWealth manager
    No custodian reported
    $186M
  17. 12617
    The Kocen Financial Group, Inc.Rancho Mirage, CA · 222 clientsWealth manager
    Schwab 51%SEI 49%
    $186M
  18. 12618
    Lifetime Wealth Management, LLC156 clientsWealth manager
    Schwab 100%
    $186M
  19. 12619
    Liberty Atlantic AdvisorsFlorence, Italy · 137 clientsWealth manager
    Schwab 100%
    $186M
  20. 12620
    Diamond Client Group, LLCThe Woodlands, TX · 436 clientsWealth managerHybrid
    Schwab 100%
    $186M
  21. 12621
    S.F. Ehrlich Associates, Inc.Cranford, NJ · 117 clientsWealth manager
    Schwab 100%
    $186M
  22. 12622
    Ash Investment Partners, LLCAtlanta, GA · 1 clientsPrivate fund adviser
    No custodian reported
    $186M
  23. 12623
    Doheny Asset Management, L.L.C.Los Angeles, CA · 48 clientsWealth manager
    Schwab 66%Citi 24%
    $186M
  24. 12624
    First Mason Financial, LLCMedina, OH · 383 clientsWealth manager
    Fidelity Distributors Company 99%
    $186M
  25. 12625
    Seven Six Capital Management, LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $186M
  26. 12626
    Larson Financial Planning Inc.131 clientsWealth manager
    Schwab 100%
    $186M
  27. 12627
    Delos Private Client Group, LLCDallas, TX · 95 clientsWealth managerBank-affiliated
    Schwab 100%
    $186M
  28. 12628
    Archer Pointe Wealth Management, LLCDavis, CA · 104 clientsWealth manager
    Schwab 57%Altruist 37%
    $186M
  29. 12629
    Crown Point Wealth AdvisorsHood River, OR · 675 clientsWealth managerHybrid
    Schwab 100%
    $186M
  30. 12630
    Niles Investment Management, LLCPlantation, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $185M
  31. 12631
    Hoffman Capital Advisors LLCCranberry Twp, PA · 370 clientsWealth managerWrap sponsorHybrid
    Fidelity 89%
    $185M
  32. 12632
    Networth Advisors, LLCCanonsburg, PA · 405 clientsWealth managerWrap sponsor
    Fidelity 100%
    $185M
  33. 12633
    Ahara AdvisorsJersey City, NJ · 55 clientsWealth manager
    Fidelity 83%
    $185M
  34. 12634
    Guild Investment Management, Inc.Westlake Village, CA · 90 clientsWealth manager
    Citi 61%Schwab 33%
    $185M
  35. 12635
    Meadowbrook Investment Advisors LLCLivonia, MI · 71 clientsWealth manager
    Schwab 100%
    $185M
  36. 12636
    Emissary WealthHackensack, NJ · 230 clientsWealth manager
    Schwab 100%
    $185M
  37. 12637
    Boon Capital Advisors LLCNorthbrook, IL · 60 clientsWealth manager
    Schwab 100%
    $185M
  38. 12638
    Jackson Avenue, LLC61 clientsAsset manager
    Empower Trust Company 51%MID Atlantic Trust 33%
    $185M
  39. 12639
    Halberstadt Financial Consultants IncPrinceton, NJ · 158 clientsWealth manager
    Schwab 100%
    $185M
  40. 12640
    Strategic Advisory Services, L.L.C.Houston, TX · 208 clientsWealth manager
    SEI 100%
    $185M

RIAs by state