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. 5283
    Sterling Investment Counsel, LLCBuffalo, NY · 888 clientsWealth managerHybrid
    Fidelity 100%
    $1.0B
  2. 5284
    Bay Point Advisors, LLCAtlanta, GA · 8 clientsPrivate fund adviserHybrid
    No custodian reported
    $1.0B
  3. 5288
    Banyan Tree Asset Management, LLCTorrance, CA · 47 clientsWealth managerHybridBanyan Tree Securities, LLC
    Pershing 100%
    $1.0B
  4. 5292
    BOS Asset Management, LLCSpringfield, IL · 627 clientsAsset managerHybrid
    Schwab 100%
    $1.0B
  5. 5301
    Glen Eagle Advisors, LLCKingston, NJ · 3,401 clientsWealth managerHybridGlen Eagle Wealth, LLC, clears through National Financial Services (Fidelity), Pershing
    Interactive Brokers 65%AQR Investments 35%
    $1.0B
  6. 5302
    Vestwell Advisors LLCNew York, NY · 83,310 clientsAsset managerHybrid
    Broadridge Business Process Outsourcing 100%
    $1.0B
  7. 5307
    Perryman Financial Advisory, Inc.Dallas, TX · 526 clientsWealth managerHybridPerryman Securities, Inc.
    Schwab 100%
    $1.0B
  8. 5309
    Stanley-Laman Group LTD.Berwyn, PA · 301 clientsWealth managerHybridStanley Laman Group Securities, LLC
    Schwab 100%
    $1.0B
  9. 5310
    Capital Investment Counsel IncRaleigh, NC · 1,271 clientsWealth managerHybridCapital Investment Brokerage, Inc., Capital Investment Group, Inc.
    Pershing 100%
    $1.0B
  10. 5315
    Centricus Investment Advisors (US) LLCBeverly Hills, CA · 2 clientsPrivate fund adviserHybrid
    No custodian reported
    $1.0B
  11. 5323
    Asset Allocation Strategies, LLCFarmington, MI · 4,394 clientsWealth managerHybridGLP Investment Services, LLC
    Schwab 78%PCS / IPX 22%
    $1.0B
  12. 5326
    Mg&a WealthPlantation, FL · 657 clientsWealth managerHybrid
    Fidelity 100%
    $1.0B
  13. 5330
    Sollinda Capital Management LLCMiami, FL · 1,729 clientsAsset managerHybridAndrew Rader, Christopher Jason Cowan
    Schwab 100%
    $1.0B
  14. 5332
    GFG CapitalMiami, FL · 291 clientsAsset managerHybridGFG Securities, LLC
    Pershing 46%Schwab 33%
    $1.0B
  15. 5338
    Archer Investment CorporationCarmel, IN · 4,335 clientsWealth managerHybrid
    TradePMR / Robinhood 79%
    $1.0B
  16. 5341
    Navigation Group LLCRedwood Shores, CA · 342 clientsWealth managerHybrid
    LPL Financial 100%
    $1.0B
  17. 5342
    Vertex PartnersDowners Grove, IL · 843 clientsWealth managerWrap sponsorHybrid
    LPL Financial 56%Schwab 44%
    $1.0B
  18. 5345
    10x Capital PartnersNew York, NY · 2 clientsPrivate fund adviserHybridAnthem Securities, LLC
    Ceffu 100%
    $1.0B
  19. 5348
    First Tryon AdvisorsCharlotte, NC · 14 clientsAsset managerHybridFirst Tryon Securities, LLC, clears through Hilltop Securities
    No custodian reported
    $1.0B
  20. 5353
    Anderson Growth Partners, LLCBirmingham, AL · 209 clientsPrivate fund adviserHybrid
    Fidelity 100%
    $1.0B
  21. 5356
    The Northstar Group, Inc.New York, NY · 258 clientsWealth managerHybrid
    Pershing 86%
    $1.0B
  22. 5357
    Mirador Capital PartnersPleasanton, CA · 662 clientsWealth managerHybrid
    Schwab 100%
    $1.0B
  23. 5359
    Legacy Financial GroupDes Moines, IA · 1,452 clientsWealth managerHybrid
    Schwab 100%
    $1.0B
  24. 5363
    M Financial Investment Advisers IncPortland, OR · 1 clientsAsset managerHybridM Financial Securities Marketing, Inc., M Holdings Securities, Inc.
    No custodian reported
    $1.0B
  25. 5370
    Corbyn Investment Management IncLutherville, MD · 444 clientsAsset managerHybrid
    Schwab 55%Fidelity 32%
    $1.0B
  26. 5378
    Fincadia Advisors LLCMelville, NY · 2 clientsPrivate fund adviserHybrid
    No custodian reported
    $1.0B
  27. 5380
    Hudock Capital GroupWilliamsport, PA · 921 clientsWealth managerWrap sponsorHybrid
    Pershing 88%
    $1.0B
  28. 5381
    Azimut Investment Advisors LLCMiami, FL · 384 clientsAsset managerHybridSanctuary Securities, Inc.
    Pershing 40%EFG Bank 35%Pictet 26%
    $1.0B
  29. 5382
    Everest Financial GroupMinneapolis, MN · 1,940 clientsWealth managerHybrid
    Schwab 100%
    $1.0B
  30. 5383
    Oliver Luxxe Assets LLCGladstone, NJ · 471 clientsWealth managerHybrid
    Pershing 73%Schwab 27%
    $1.0B
  31. 5384
    World Equity Group, Inc.Schaumburg, IL · 3,151 clientsBroker-dealer firmHybrid
    No custodian reported
    $1.0B
  32. 5393
    Henrickson Nauta Wealth Advisors, Inc.Belmont, MI · 554 clientsWealth managerHybrid
    Fidelity 100%
    $998M
  33. 5416
    BCS Wealth Management, LLCJohnson City, TN · 848 clientsWealth managerHybrid
    Schwab 100%
    $987M
  34. 5419
    Story3 Capital Partners, LLC12 clientsPrivate fund adviserHybridStory3 Advisors LLC
    No custodian reported
    $987M
  35. 5421
    Concentrum Wealth ManagementSan Jose, CA · 420 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $987M
  36. 5422
    Goodwin Capital Advisers, Inc.Hartford, CT · 1 clientsAsset managerHybridConning Asia Pacific Limited (hong Kong), Conning Asset Management LTD. (UK)
    State Street 67%PNC Capital Markets 33%
    $987M
  37. 5423
    American Independent Securities Group, LLCEagle, ID · 4,385 clientsBroker-dealer firmHybridAmerican Independent Securities Group, LLC
    RBC 72%Assetmark 28%
    $986M
  38. 5431
    Encompass More Asset Management LLCDanville, CA · 4,008 clientsWealth managerHybridEncompass More Investments, LLC
    Schwab 94%
    $985M
  39. 5435
    Vistashares9 clientsAsset managerHybrid
    No custodian reported
    $984M
  40. 5438
    Asset One Wealth Management, LLCBellevue, WA · 1,173 clientsWealth managerHybrid
    No custodian reported
    $983M

RIAs by state