Monday, October 26, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
KC The 16 Best Financial Advisor Conferences To Attend In 2027IN Digital asset custody reshapes how banks compete in tokenized financeIN Fidelity's $100M custody minimum forces small RIAs to pick a pathIN Wealth firms report organic growth rebound, but process gaps persistIN Shareholder support rebounds even as proxy proposals hit new lowIN AI governance gaps leave RIAs exposed to a new wave of cyber threatsIN Home affordability crisis deepens as mortgage rates and hidden costs riseFP Year-end tax planning: 5 moves advisors should review with clients4K 55ip Expands Unified Managed Accounts with BlackRockRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026
AtlasFinancial ADVSR
Open free

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

2,436 firms manage $136.7 trillionaffiliated broker-dealer

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. 16330
    Stonecastle Asset Management, LLCNew York, NY · 1 clientsAsset managerHybridStonecastle Securities, LLC
    U.S. Bank 100%
    $8M
  2. 16345
    CT Investment Management Co., LLCNew York, NY · 3 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD.
    No custodian reported
    $7M
  3. 16355
    Revolut Wealth Inc.New York, NY · 8,441 clientsWealth managerBank-affiliatedHybridRevolut Payments Australia PTY LTD, Revolut Securities Inc.
    Drivewealth 100%
    $6M
  4. 16360
    W&s Advisory Services, LLCCincinnati, OH · 6,689 clientsWealth managerWrap sponsorHybridTouchstone Securities, LLC, W&s Brokerage Services, Inc.
    No custodian reported
    $5M
  5. 16361
    Designed Wealth USA LTD.11 clientsWealth managerAffiliated broker-dealerDesigned Securities LTD.
    No custodian reported
    $5M
  6. 16364
    UMB Financial Services, Inc.Kansas City, MOBroker-dealer firmHybridUMB Bank, N.A.
    No custodian reported
    $5M
  7. 16377
    Insight Securities, Inc.Highland Park, IL · 12 clientsBroker-dealer firmHybrid
    No custodian reported
    $4M
  8. 16384
    IfpsHeidelberg, Germany · 27 clientsBroker-dealer firmHybrid
    No custodian reported
    $4M
  9. 16395
    Invex Next, LLCCoral Gables, FL · 76 clientsWealth managerHybridInvex, LLC.
    Interactive Brokers 100%
    $3M
  10. 16406
    Onward Advisors LLCPasadena, CAWealth managerHybridLightspeed Financial Services Group LLC, Trigon DOM Maklerski SPA (TDM), clears through Interactive Brokers, Wedbush
    No custodian reported
    $3M
  11. 16407
    Penserra Wealth ManagementOrinda, CA · 8 clientsWealth managerHybridPenserra Securities, LLC
    Schwab 100%
    $3M
  12. 16417
    Advisifi LLCSt Petersburg, FL · 134 clientsAsset managerHybridInvestifi Securities LLC
    Rqd* Clearing 100%
    $2M
  13. 16435
    Baird Venture Partners Management Company III, LLCMilwaukee, WI · 3 clientsPrivate fund adviserHybridRobert W. Baird & Co. Incorporated
    No custodian reported
    $1M
  14. 16441
    Bbae Advisors LLCPlano, TX · 148 clientsBroker-dealer firmHybridRedbridge Securities LLC, clears through Apex Clearing
    No custodian reported
    $1M
  15. 16445
    Alamos Capital, LLCTucson, AZ · 1 clientsPrivate fund adviserHybridUnion Capital Company
    No custodian reported
    $1M
  16. 16451
    Fundify Advisors LLCAustin, TX · 9,394 clientsWealth managerAffiliated broker-dealerFundify Portal, LLC
    North Capital Private Securities 100%
    $889K
  17. 16453
    Oppenheimerfunds IncAtlanta, GA · 1 clientsPrivate fund adviserHybridInvesco CLO Equity Fund 6 LLC, Invesco Capital Markets, Inc.
    No custodian reported
    $828K
  18. 16457
    Onedigital Asset ManagementOverland Park, KSAsset managerHybridPWL Capital Inc.
    Schwab 100%
    $762K
  19. 16459
    Exos Asset Management LLCNew York, NY · 4 clientsPrivate fund adviserHybridExos Securities LLC
    Anchorage Digital 100%
    $682K
  20. 16464
    NPW Inc.Oakville, Ontario, CanadaWealth managerHybridNour Private Wealth Inc.
    Interactive Brokers 100%
    $536K
  21. 16466
    Valley Financial Management, Inc.New York, NY · 124 clientsBroker-dealer firmHybrid
    Pershing 100%
    $473K
  22. 16469
    Pinnacle Advisors LLCEast Syracuse, NY · 2 clientsPrivate fund adviserHybridPinnacle Investments, LLC
    No custodian reported
    $433K
  23. 16473
    New DAY Wealth Management, LLCRussellville, AR · 8 clientsWealth managerHybridSt. Bernard Financial Services, Inc.
    No custodian reported
    $355K
  24. 16474
    Ventum Advisors Corp.Toronto, CanadaWealth managerHybridVentum Financial (US) Corp., Ventum Financial Corp.
    RBC 100%
    $355K
  25. 16496
    Bulltick4u Advisor, LLCMiami, FL · 5 clientsWealth managerHybridBulltick, LLC, clears through Pershing
    Interactive Brokers 100%
    $143K
  26. 16509
    BinvestingHouston, TX · 6 clientsWealth managerBank-affiliatedHybridBanorte Securities International LTD, Casa De Bolsa Banorte, S.A. De C.V., clears through Pershing
    Pershing 100%
    $52K
  27. 16525
    TE Advisors LLCQuincy, MA · 13 clientsWealth managerHybridTapp Engine Securities, LLC
    No custodian reported
    $11K
  28. 16536
    Wealthyx5 clientsWealth managerWrap sponsorHybridKapitall Generation, LLC
    Rhode Island Higher Education Savings Trust (rihest) 100%
    $1K
  29. 16537
    Vest Wealth Inc.4 clientsWealth managerHybridNorthbound Securities LLC
    No custodian reported
    $0K
  30. 16538
    Kraken Adviser LLCFort Lauderdale, FL · 9 clientsWealth managerHybridKraken Securities LLC
    No custodian reported
    $0K
  31. 16547
    PantheonSan Francisco, CA · 10 clientsPrivate fund adviserHybridPantheon Securities, LLC
    No custodian reported
    $0K
  32. 16548
    Penserra Global Investors LLCOrinda, CAAsset managerHybridPenserra Securities, LLC
    No custodian reported
    $0K
  33. 16549
    Zacks Intelligence LLCChicago, IL · 1 clientsWealth managerHybridLbmz Securities, Inc., clears through Interactive Brokers
    Schwab 0%Fidelity 0%
    $0K
  34. 16552
    Deutsche Bank Securities Inc.New York, NYBroker-dealer firmHybridDWS Distributors, Inc., Deutsche Bank AG
    No custodian reported
    $0
  35. 16553
    Northwestern Mutual Investment Services,llcMilwaukee, WI · 1 clientsBroker-dealer firmHybrid
    No custodian reported
    $0
  36. 16554
    Neuberger Berman BD LLCNew York, NYBroker-dealer firmHybrid
    No custodian reported
    $0
  37. 16555
    AON Securities LLCChicago, ILBroker-dealer firmHybridAON Securities (hong Kong) Limited, AON Securities Limited
    No custodian reported
    $0
  38. 16556
    Federated Securities Corp.Pittsburgh, PABroker-dealer firmHybrid
    No custodian reported
    $0
  39. 16557
    Charles Schwab & Co., Inc.San Francisco, CABroker-dealer firmHybridCharles Schwab SG PTE. LTD., Charles Schwab, Hong Kong, Limited
    No custodian reported
    $0
  40. 16559
    Pruco Securities, LLCNewark, NJBroker-dealer firmHybridPrudential Annuities Distributors, Inc, Prudential Investment Management Services LLC
    No custodian reported
    $0

RIAs by state