Sunday, October 25, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K 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 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP 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 Expansion
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

3,733 firms manage $117.7 trillionhybrid

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. 4482
    Recurrent Investment Advisors LLCHouston, TX · 16 clientsAsset managerHybrid
    Northern Trust 64%
    $1.4B
  2. 4483
    Level Four Capital ManagementDallas, TX · 3,533 clientsWealth managerWrap sponsorHybridCRI M&a Advisors, LLC, Level Four Financial, LLC
    Raymond James 76%
    $1.4B
  3. 4485
    Shepherd Financial Partners, LLCWinchester, MA · 767 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $1.4B
  4. 4502
    Affiance Financial LLCSt. Louis Park, MN · 1,183 clientsWealth managerHybrid
    Schwab 100%
    $1.4B
  5. 4506
    Onyx Bridge Wealth Group LLCTarrytown, NY · 1,846 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $1.4B
  6. 4507
    The InstituteDenver, CO · 817 clientsWealth managerHybrid
    Schwab 100%
    $1.4B
  7. 4510
    Seaview Investment Managers LLCCoral Gables, FL · 81 clientsAsset managerHybridVectorglobal WMG, Inc., clears through Pershing
    Pershing 100%
    $1.4B
  8. 4515
    BH Credit Management LLCDallas, TX · 3 clientsPrivate fund adviserHybrid
    No custodian reported
    $1.4B
  9. 4520
    Capital Advisors, LTD., LLCShaker Heights, OH · 1,106 clientsWealth managerHybrid
    Pershing 59%Schwab 41%
    $1.4B
  10. 4529
    Miravast Asset Management, LLCNewtown, PA · 4 clientsPrivate fund adviserHybrid
    Computershare 100%
    $1.4B
  11. 4532
    Westminster Financial Advisory CorpBeavercreek, OH · 2,029 clientsBroker-dealer firmHybridWestminster Financial Securities, Inc., clears through National Financial Services (Fidelity)
    Fidelity 100%
    $1.4B
  12. 4535
    Green Century Capital Management IncBoston, MA · 4 clientsAsset managerHybrid
    UMB Financial Services 100%
    $1.4B
  13. 4537
    Packerland Brokerage Services, Inc.Green Bay, WI · 4,868 clientsBroker-dealer firmHybrid
    Hilltop Securities 100%
    $1.4B
  14. 4541
    Sgroi Wealth Advisory Group LLCWest Seneca, NY · 7,676 clientsWealth managerHybrid
    IPX 100%
    $1.4B
  15. 4543
    Symphony Financial, LTD. Co.Houston, TX · 2,850 clientsWealth managerWrap sponsorHybrid
    LPL Financial 77%Schwab 23%
    $1.4B
  16. 4564
    MSH Capital Advisors LLCScottsdale, AZ · 2,361 clientsWealth managerHybridM. S. Howells & Co., clears through Pershing
    Schwab 100%
    $1.3B
  17. 4566
    Hill Investment GroupSt. Louis, MO · 382 clientsWealth managerHybrid
    Schwab 98%
    $1.3B
  18. 4570
    Weatherbie Capital, LLCBoston, MA · 80 clientsAsset managerHybridAlger Management, (singapore) PTE. LTD., Alger Management, LTD
    Northern Trust 32%State Street 31%
    $1.3B
  19. 4580
    Cypress Wealth Services, LLCPalm Desert, CA · 836 clientsWealth managerHybrid
    Schwab 100%
    $1.3B
  20. 4582
    Hunter Associates LLCPittsburgh, PA · 1,240 clientsBroker-dealer firmHybrid
    Pershing 100%
    $1.3B
  21. 4585
    Victory FinancialAustin, TX · 3,003 clientsWealth managerHybrid
    Schwab 100%
    $1.3B
  22. 4586
    Salomon and LudwinRichmond, VA · 459 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $1.3B
  23. 4589
    Centennial Securities Company IncGrand Rapids, MI · 2,520 clientsBroker-dealer firmHybrid
    No custodian reported
    $1.3B
  24. 4598
    Chatterton & AssociatesAnaheim, CA · 1,542 clientsWealth managerHybrid
    SEI 100%
    $1.3B
  25. 4602
    GGP Management, L.P.Santa Monica, CA · 13 clientsPrivate fund adviserHybridGoodgame Advisors LLC
    No custodian reported
    $1.3B
  26. 4607
    Second Line Capital, LLCMetairie, LA · 1,196 clientsWealth managerWrap sponsorHybrid
    LPL Financial 52%Schwab 48%
    $1.3B
  27. 4620
    Professional Planning GroupWesterly, RI · 1,292 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $1.3B
  28. 4626
    Valley National Advisers IncBethlehem, PA · 1,391 clientsBroker-dealer firmHybridValley National Investments, Inc., clears through National Financial Services (Fidelity), Charles Schwab
    No custodian reported
    $1.3B
  29. 4627
    Virtue Capital Management, LLCBrentwood, TN · 5,770 clientsWealth managerHybrid
    Schwab 100%
    $1.3B
  30. 4632
    OFS CLO Management II, LLCChicago, IL · 6 clientsPrivate fund adviserHybridCCO Capital, LLC, CIM Group (australia) PTY LTD
    No custodian reported
    $1.3B
  31. 4636
    Beacon Financial GroupDallas, TX · 1,052 clientsWealth managerHybridGrove Point Advisors, LLC, Grove Point Investments, LLC
    Schwab 89%
    $1.3B
  32. 4637
    Mount Lucas Management LPNewtown, PA · 10 clientsAsset managerHybrid
    Northern Trust 66%BNY 34%
    $1.3B
  33. 4640
    Swan Capital Management, LLCDurango, CO · 8 clientsAsset managerHybrid
    No custodian reported
    $1.3B
  34. 4642
    Snowwater Investment Partners, LLC55 clientsWealth managerHybrid
    J.P. Morgan 38%Citi 28%
    $1.3B
  35. 4654
    Pinnacle Investments, LLCEast Syracuse, NY · 3,143 clientsBroker-dealer firmHybrid
    Wells Fargo 77%Schwab 23%
    $1.3B
  36. 4665
    Academy Asset ManagementNew York, NY · 10 clientsAsset managerHybridAcademy Securities, Inc., clears through Pershing
    BNY 68%U.S. Bank 32%
    $1.3B
  37. 4671
    Piper Sandler & Co.Minneapolis, MN · 20 clientsBroker-dealer firmHybrid
    No custodian reported
    $1.3B
  38. 4672
    Ibex Wealth Advisors, LLCWest Palm Beach, FL · 892 clientsWealth managerHybrid
    LPL Financial 100%
    $1.3B
  39. 4673
    Lord Abbett Private Credit Advisor LLCJersey City, NJ · 3 clientsAsset managerHybridLord Abbett Distributor LLC
    No custodian reported
    $1.3B
  40. 4675
    New Legacy Group, LLCNew York, NY · 38 clientsPrivate fund adviserHybrid
    Merrill / Bank of America 100%
    $1.3B

RIAs by state