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Est. 2026The front page of wealth managementNew York

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FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO saysWM Raymond James Recruits $700M Advisor Team from Truist
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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.

Filters1

300 firms manage $585 billionVirginia

Open in the Atlas screener

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  1. 15403
    Ascent Financial GroupRichmond, VA · 128 clientsWealth manager
    Schwab 100%
    $101M
  2. 15523
    Evolutionary Tree Capital Management, LLCAlexandria, VA · 48 clientsWealth manager
    Schwab 100%
    $92M
  3. 15577
    Union Street Partners LLCAlexandria, VA · 1 clientsAsset managerHybridMcLaughlin Ryder Investments, Inc.
    No custodian reported
    $86M
  4. 15620
    Hunter Michael Investment Advisors IncRichmond, VA · 40 clientsWealth manager
    No custodian reported
    $81M
  5. 15910
    Albright Capital Management LPArlington, VA · 2 clientsPrivate fund adviser
    No custodian reported
    $50M
  6. 16036
    Hermitage WealthRichmond, VA · 197 clientsWealth managerHybrid
    Fidelity 86%
    $38M
  7. 16239
    C4m Global Advisors LLCArlington, VA · 1 clientsPrivate fund adviserHybrid
    No custodian reported
    $16M
  8. 16308
    Benjamins MoneyMcLean, VA · 5 clientsWealth manager
    RBC 100%
    $9M
  9. 16456
    Traders A.i., Inc.Fairfax, VA · 1 clientsAsset manager
    No custodian reported
    $774K
  10. 16541
    Asal InvestArlington, VA · 4 clientsWealth manager
    No custodian reported
    $0K
  11. 16585
    Pbmares Wealth Management LLCFairfax, VAAsset manager
    No custodian reported
    $0
  12. 16663
    Sima Retirement Solutions, LLCRichmond, VAAsset manager
    No custodian reported
    $0
  13. 16678
    Retirement Researcher, LLCTysons, VAAsset manager
    No custodian reported
    $0
  14. 16718
    Wiseradvisor PaladinFairfax, VA · 18,251 clientsAsset manager
    No custodian reported
    $0
  15. 16769
    Legacy Wealth Advisor LLCLynchburg, VAAsset manager
    No custodian reported
    $0
  16. 16805
    Harvest - Faith-Based InvestingLynchburg, VAAsset manager
    No custodian reported
    $0
  17. 17013
    Watch Hill Financial IncRichmond, VAAsset manager
    No custodian reported
    $0
  18. 17024
    Authentic Wealth Partners LLCCulpeper, VAAsset manager
    No custodian reported
    $0
  19. 17058
    Vocare Wealth AdvisorsReston, VAAsset manager
    No custodian reported
    $0
  20. 17154
    ETB ConsultingIrvington, VAAsset manager
    No custodian reported
    $0

RIAs by state