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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. 12641
    Schwarz Investment PartnersSilver Lake, KS · 717 clientsWealth managerHybrid
    Schwab 100%
    $185M
  2. 12642
    Brindle & Bay Financial Advisors, LLCFrisco, TX · 184 clientsWealth manager
    Altruist 100%
    $185M
  3. 12643
    PCB Capital LLCEast Brunswick, NJ · 358 clientsWealth manager
    Schwab 100%
    $185M
  4. 12644
    Torrey-Payne Wealth ManagementPasadena, CA · 237 clientsWealth managerHybrid
    Schwab 100%
    $185M
  5. 12645
    Logic Wealth Management, LLCPasadena, CA · 220 clientsWealth manager
    No custodian reported
    $185M
  6. 12646
    Vision One Management Partners, LPMiami, FL · 5 clientsPrivate fund adviser
    Northern Trust 100%
    $185M
  7. 12647
    Statera Wealth ManagementSt. George, UT · 230 clientsWealth manager
    Schwab 100%
    $185M
  8. 12648
    Greenway Wealth Advisors, LLCCharlotte, NC · 180 clientsWealth manager
    Schwab 100%
    $185M
  9. 12649
    Wynnefield Capital, Inc.New York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $185M
  10. 12650
    Storgate, LLC6 clientsAsset manager
    Fidelity 100%
    $184M
  11. 12651
    Avail Investment Partners, LLCLemont, PA · 144 clientsWealth manager
    Fidelity 89%
    $184M
  12. 12652
    Selkirk Wealth Advisors, LLCSpokane, WA · 164 clientsWealth manager
    Schwab 100%
    $184M
  13. 12653
    Red Mountain Financial, LLC151 clientsWealth manager
    Schwab 100%
    $184M
  14. 12654
    Rivertree Advisors, LLCWinter Park, FL · 103 clientsWealth manager
    Raymond James 100%
    $184M
  15. 12655
    Cleanhill PartnersNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $184M
  16. 12656
    Cypress Point Capital Management, LLC8 clientsAsset manager
    Citi 100%
    $184M
  17. 12657
    The Worley Banks Group, LLCCreve Coeur, MO · 749 clientsWealth manager
    Schwab 100%
    $184M
  18. 12658
    Equity Armor InvestmentsChicago, IL · 92 clientsAsset manager
    Schwab 81%
    $184M
  19. 12659
    Madrid Retirement AdvisorsManhattan Beach, CA · 244 clientsWealth managerHybrid
    LPL Financial 100%
    $184M
  20. 12660
    Fifth ERA Partners LP31 clientsPrivate fund adviser
    No custodian reported
    $184M
  21. 12661
    Global Wealth Management, L.C.Deerfield Beach, FL · 34 clientsWealth manager
    Bank Vontobel AG 53%Interactive Brokers 31%
    $184M
  22. 12662
    Longevity Capital ManagementThousand Oaks, CA · 187 clientsWealth managerWrap sponsor
    Schwab 100%
    $184M
  23. 12663
    Cooper Financial Services, Inc.Shelton, CT · 1,335 clientsWealth managerHybridCFS Securities, Inc.
    Fidelity 100%
    $184M
  24. 12664
    Atlas Investment AdvisorsAlpharetta, GA · 116 clientsWealth manager
    Schwab 100%
    $184M
  25. 12665
    Authentikos Wealth Advisory LLCNew Braunfels, TX · 432 clientsWealth managerWrap sponsor
    Fidelity 52%Schwab 48%
    $184M
  26. 12666
    Octagon Finance LLCCharlottesville, VA · 9 clientsPrivate fund adviser
    No custodian reported
    $184M
  27. 12667
    GLL InvestorsChicago, IL · 5 clientsPrivate fund adviser
    No custodian reported
    $184M
  28. 12668
    Nverses Capital, LLCWellington, FL · 1 clientsPrivate fund adviserHybrid
    No custodian reported
    $184M
  29. 12669
    High Pines Wealth Management LLCDuxbury, MA · 163 clientsWealth manager
    Fidelity 64%Schwab 36%
    $184M
  30. 12670
    Alpenglobal Capital, LLC141 clientsWealth manager
    RBC 99%
    $184M
  31. 12671
    Kittyhawk Ventures, LLCLos Angeles, CA · 27 clientsPrivate fund adviser
    No custodian reported
    $184M
  32. 12672
    Tryperion Manager LLCBeverly Hills, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $184M
  33. 12673
    MytimeequityPlano, TX · 512 clientsWealth manager
    Schwab 60%Interactive Brokers 37%
    $184M
  34. 12674
    Bullseye Asset Management LLCDenver, CO · 1 clientsAsset manager
    Northern Trust 100%
    $184M
  35. 12675
    Claymore Capital PartnersCincinnati, OH · 6 clientsPrivate fund adviser
    No custodian reported
    $184M
  36. 12676
    Shotwell Rutter Baer IncLansing, MI · 282 clientsWealth manager
    Schwab 100%
    $184M
  37. 12677
    Brazos Wealth Advisors LLCFort Worth, TX · 155 clientsWealth manager
    Schwab 100%
    $184M
  38. 12678
    Vincimus Capital, LLCMalibu, CA · 61 clientsWealth manager
    No custodian reported
    $184M
  39. 12679
    Eagle Point Defensive Income Management LLCGreenwich, CT · 1 clientsAsset managerHybridEagle Point Securities LLC, SPC Capital Markets LLC
    No custodian reported
    $184M
  40. 12680
    Barden Capital Management, Inc.202 clientsWealth manager
    Schwab 100%
    $184M

RIAs by state