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WSR Mercer Advisors Buys AI And Tax Specialist FifteenthIN October jobs report beats forecasts, lifting December Fed hike oddsWM Few RIAs Have Named AI Leaders, Caddi FindsIN Wall Street products, Main Street regulatorsFP Before recommending a 351 ETF, check for the pattern the IRS just made taxableIN Most Americans are OK with AI managing their money - but not how you thinkIN Goldman Sachs names record partner class with wealth in focusIN Advisor moves: Raymond James, Ameriprise and Cetera land $2B-plus in talentIN RIA moves: Tech-focused RIA BKFi expands with first acquisitionIN Gen X retirement automation habit leaves emergency savings behind
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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. 13881
    Bona Fide Wealth55 clientsWealth manager
    Schwab 86%
    $144M
  2. 13882
    Paladino WealthMontgomery, TX · 160 clientsWealth manager
    Schwab 100%
    $144M
  3. 13883
    Shelter Wealth Strategies, LLCHouston, TX · 38 clientsWealth manager
    Fidelity 100%
    $144M
  4. 13884
    Summa Global Advisors, LLCClackamas, OR · 125 clientsWealth manager
    Schwab 66%Fidelity 34%
    $144M
  5. 13885
    Van Diest CapitalPolk City, IA · 467 clientsWealth managerHybrid
    Altruist 87%
    $144M
  6. 13886
    Private Lane Capital, LLC11 clientsWealth manager
    Schwab 84%
    $144M
  7. 13887
    James I. Black & CompanyLakeland, FL · 130 clientsBroker-dealer firmHybrid
    No custodian reported
    $144M
  8. 13888
    Tactivest, LLC212 clientsWealth manager
    Schwab 100%
    $144M
  9. 13889
    PMG Family Office, LLCPlano, TX · 77 clientsWealth manager
    Schwab 100%
    $144M
  10. 13890
    Haven Capital GroupWestlake Village, CA · 118 clientsWealth manager
    Schwab 100%
    $144M
  11. 13891
    Rushmont Capital ManagementNew York, NY · 2 clientsAsset manager
    J.P. Morgan 100%
    $144M
  12. 13892
    Kestrel Wealth Management, LLCSouth Bend, IN · 85 clientsWealth manager
    Fidelity 100%
    $144M
  13. 13893
    Villanova Investment Management Company, LLCWayne, PA · 1 clientsAsset managerHybridPennhaven Brokerage Partners, LLC, clears through Axos Clearing
    BNY 38%State Street 31%
    $144M
  14. 13894
    BGV Financial AdvisorsMiami, FL · 77 clientsAsset managerHybridBG Valores, S.A., BGV Securities USA, LLC, clears through Pershing
    BG Valores 100%
    $144M
  15. 13895
    Core Wealth AdvisorsIndianapolis, IN · 149 clientsWealth manager
    No custodian reported
    $144M
  16. 13896
    Aqua Capital AdvisorsLos Angeles, CA · 44 clientsWealth manager
    Schwab 100%
    $144M
  17. 13897
    Chastain Wealth Management57 clientsWealth manager
    Fidelity 100%
    $144M
  18. 13898
    Ortelius Capital Partners3 clientsWealth manager
    No custodian reported
    $144M
  19. 13899
    Arista Advisory Group, LLCAlbany, NY · 234 clientsWealth manager
    Schwab 100%
    $144M
  20. 13900
    Procore Advisors, LLCNewport Beach, CA · 231 clientsWealth manager
    Schwab 100%
    $144M
  21. 13901
    FOG City Advisors, LLCAlbany, CA · 114 clientsWealth manager
    Schwab 100%
    $144M
  22. 13902
    Star Capital Inc.Edina, MN · 701 clientsWealth managerHybrid
    Schwab 100%
    $144M
  23. 13903
    Todo Capital, LLC30 clientsWealth manager
    Banco Santander Intl 52%UBS 48%
    $144M
  24. 13904
    MLG Fund Manager LLCBrookfield, WI · 2 clientsPrivate fund adviserHybrid
    No custodian reported
    $144M
  25. 13905
    Servant Financial, LTD.42 clientsWealth manager
    Fidelity 100%
    $144M
  26. 13906
    White Oak Financial Management, IncAsheville, NC · 350 clientsWealth managerWrap sponsor
    Fidelity 100%
    $143M
  27. 13907
    Mayfield Advisors, Inc.Palo Alto, CA · 40 clientsWealth manager
    Schwab 53%Fidelity 47%
    $143M
  28. 13908
    GSV Asset Management, LLCDallas, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $143M
  29. 13909
    Lynch Investment Planning, LLCNewtown Square, PA · 140 clientsWealth manager
    Schwab 100%
    $143M
  30. 13910
    Four Lion Capital, LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $143M
  31. 13911
    Martinsen Wealth ManagementTempe, AZ · 366 clientsWealth managerWrap sponsor
    Fidelity 100%
    $143M
  32. 13912
    Cypress CapitalTallahassee, FL · 281 clientsWealth managerWrap sponsorHybrid
    LPL Financial 73%Schwab 27%
    $143M
  33. 13913
    Granite State Retirement Planning, Inc.Bedford, NH · 128 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $143M
  34. 13914
    Forest CapitalCharlotte, NC · 155 clientsWealth manager
    Schwab 100%
    $143M
  35. 13915
    Rivertree WealthLittle Rock, AR · 167 clientsWealth manager
    Schwab 100%
    $143M
  36. 13916
    Private Client Group Asset ManagementGladstone, NJ · 109 clientsWealth managerWrap sponsorHybrid
    Pershing 100%
    $143M
  37. 13917
    S. R. Schill & Associates, Inc.Mercer Island, WA · 195 clientsWealth manager
    Schwab 100%
    $143M
  38. 13918
    Verus Wealth ManagementDe Pere, WI · 59 clientsWealth manager
    Schwab 100%
    $143M
  39. 13919
    Blank Equity Management LLCPort Washington, NY · 170 clientsWealth manager
    Schwab 100%
    $143M
  40. 13920
    Gerstemeier Financial Group,llc75 clientsWealth manager
    Schwab 99%
    $143M

RIAs by state