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
WSR Stop Asking For Referrals. Start Creating Introductions.IN Caregiving costs emerge as a midterm issue for older votersWSR Advisors Are Driving Meaningful Change Beyond Their Firms With Charitable WorkKC 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 rise
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. 16722
    GW Asena PTY LTDMelbourne, Victoria, AustraliaAsset managerHybridGiles Wade Private Wealth PTY LTD
    No custodian reported
    $0
  2. 16725
    Truedge Asset Management LLCIndianapolis, INAsset managerHybridPeak Brokerage Services, LLC, Thurston, Springer, Miller, Herd & Titak, Inc., clears through Wells Fargo Clearing Services
    No custodian reported
    $0
  3. 16729
    Abacus Asset Management, LLCOrlando, FL · 3 clientsAsset managerHybridRegional Investment Services, Inc.
    No custodian reported
    $0
  4. 16742
    Keybanc Capital Markets Research, LLCCleveland, OHAsset managerHybridKeybanc Capital Markets Inc.
    No custodian reported
    $0
  5. 16743
    Wolfe Research Advisors, LLCNew York, NY · 8 clientsPrivate fund adviserHybridWR Securities, LLC
    No custodian reported
    $0
  6. 16745
    Calamos Private Equity LLCNaperville, IL · 1 clientsAsset managerHybridCalamos Financial Services LLC
    No custodian reported
    $0
  7. 16747
    Pgim Real Estate Advisors LLCNewark, NJAsset managerAffiliated broker-dealerPgim (hong Kong) LTD., Prudential Investment Management Services LLC
    No custodian reported
    $0
  8. 16764
    Innovayte CapitalDallas, TXAsset managerHybridBHS Financial, LLC, ETC Brokerage Services, LLC, clears through Charles Schwab
    No custodian reported
    $0
  9. 16772
    TIAA Wealth Investment Management LLCNew York, NYAsset managerHybridNuveen Securities, LLC, Tiaa-Cref Individual & Institutional Services, LLC
    No custodian reported
    $0
  10. 16773
    Blue3 Investments LLCSao Paulo, BrazilAsset managerAffiliated broker-dealerXP Investments US, LLC
    No custodian reported
    $0
  11. 16777
    Tradeup Wealth Management, Inc.New York, NYAsset managerHybridTiger Brokers (AU) PTY LTD, Tiger Brokers (HK) Global Limited
    No custodian reported
    $0
  12. 16779
    Russell InvestmentsSeattle, WA · 1 clientsAsset managerHybridRussell Investments Financial Services, LLC, Russell Investments Implementation Services, LLC
    No custodian reported
    $0
  13. 16780
    Russell InvestmentsSeattle, WA · 1 clientsAsset managerHybridRussell Investments Financial Services, LLC, Russell Investments Implementation Services, LLC
    No custodian reported
    $0
  14. 16785
    Inter Advisors LLCMiami, FLAsset managerHybridInter Distribuidora De Titulos E Valores Mobiliarios Ltda, Inter Securities LLC, clears through Pershing
    No custodian reported
    $0
  15. 16787
    Discipline Strategies Management, LPAtlanta, GAAsset managerHybridDAI Securities, LLC
    No custodian reported
    $0
  16. 16789
    Blue Owl Real Assets Advisors LLCChicago, ILAsset managerHybridBlue Owl Securities LLC
    No custodian reported
    $0
  17. 16798
    Savile Capital Management LLCSan Juan, PRAsset managerHybridSavile Capital Markets LLC, clears through RBC Capital Markets, StoneX
    No custodian reported
    $0
  18. 16810
    Apollo MPS Management, LLCNew York, NYAsset managerHybridApollo Global Securities, LLC, Athene Securities, LLC, clears through Pershing
    No custodian reported
    $0
  19. 16811
    Cantor Fitzgerald Energy Advisors, LLCNew York, NYAsset managerHybridCantor Fitzgerald & Co.
    No custodian reported
    $0
  20. 16819
    Interchange Advisers LLCVancouver, WAAsset managerHybridInterchange Clearing LLC
    No custodian reported
    $0
  21. 16820
    Seminario Asset Management LLCCoral Gables, FLAsset managerHybridSeminario Securities LLC, clears through Pershing
    No custodian reported
    $0
  22. 16823
    Franklin Templeton Private Markets Adviser, LLCNew York, NYAsset managerAffiliated broker-dealerFranklin Advisers, Inc., Franklin Distributors, LLC
    No custodian reported
    $0
  23. 16826
    Dreams Investment SolutionsFolsom, CAAsset managerHybrid
    No custodian reported
    $0
  24. 16830
    Savile Private Wealth LLCSan Juan, PRAsset managerAffiliated broker-dealerSavile Capital Markets LLC, clears through RBC Capital Markets, StoneX
    No custodian reported
    $0
  25. 16833
    Cameron Signature Wealth Advisors LLCCharlotte, NCAsset managerHybridMadison Capital Markets LLC, Realta Equities, Inc., clears through Pershing
    No custodian reported
    $0
  26. 16838
    Regiment Capital Advisors, LLCChicago, ILAsset managerHybridRegiment Securities, LLC.
    No custodian reported
    $0
  27. 16842
    Antarctica SAF Partners, LLCNew York, NYAsset managerAffiliated broker-dealerPalmer Capital Advisors, LLC
    No custodian reported
    $0
  28. 16849
    GCM Grosvenor Wealth L.P.Chicago, ILAsset managerHybridGCM Investments Japan K.K., GRV Securities LLC
    No custodian reported
    $0
  29. 16858
    ISQ CapitalKing of Prussia, PAAsset managerAffiliated broker-dealer
    No custodian reported
    $0
  30. 16880
    Overwatch Capital Advisors LLCNew York, NYAsset managerHybridDrexel Hamilton, LLC, Empire Asset Management Company
    No custodian reported
    $0
  31. 16886
    Network CapitalKalispell, MT · 2 clientsAsset managerAffiliated broker-dealerThe Network Labs LTD. Co.
    No custodian reported
    $0
  32. 16899
    Mifel WealthMiami, FLAsset managerAffiliated broker-dealerGrupo Financiero Mifel, S.A. De C.V.
    No custodian reported
    $0
  33. 16902
    Clearlake Capital RIC Management, LLCSanta Monica, CA · 1 clientsAsset managerAffiliated broker-dealerClearlake Capital Markets, LLC
    No custodian reported
    $0
  34. 16903
    Coinbase AdvisorsStamford, CTAsset managerAffiliated broker-dealerCoinbase Capital Markets Corp, clears through Apex Clearing
    No custodian reported
    $0
  35. 16910
    Callodine BDC Advisor, LLCBoston, MA · 1 clientsAsset managerHybridManning & Napier Investor Services, Inc.
    No custodian reported
    $0
  36. 16916
    AQR Flex Management, LLCGreenwich, CTAsset managerHybridAQR Investments, LLC
    No custodian reported
    $0
  37. 16930
    Rothschild Financial Partners, LLCOak Brook, ILAsset managerHybridRothschild Investment LLC
    No custodian reported
    $0
  38. 16937
    East West Wealth Advisors LLCPasadena, CAAsset managerHybridEast West Markets, LLC
    No custodian reported
    $0
  39. 16968
    CMK Partners, LLCChicago, ILAsset managerAffiliated broker-dealerStoneliving Securities, LLC
    No custodian reported
    $0
  40. 17021
    Ark Capital Investments LLCSt Petersburg, FLAsset managerHybrid
    No custodian reported
    $0

RIAs by state