Friday, October 30, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
FP Wells Fargo raises hurdle for higher advisor payouts for first time in 5 yearsWM Schwab Survey: RIAs Are Shifting Growth Focus Beyond AUM to New Clients, ReferralsIN AI operating system race heats up as Nevis raises $70 millionFP When should RIAs hand clients to next-generation advisors?IN Taxes, alts, in the education spotlight at Schwab IMPACTIN Ameriprise’s Cracchiolo: There’s no retention program hereIN Schwab tells RIAs its wealth arm isn’t 'competing for new business'WM LPL-Affiliated Firm Sues Former Advisor, Cetera for Soliciting Clients, Stealing DataIN Vestmark, Allspring team up on advisor-built model portfoliosIN A successful AI workforce isn’t about agents, says Humanity Labs CEO
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

12,831 firms manage $34.5 trillionno broker-dealer ties

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. 6469
    Main Street Retirement Planning, LLCCoppell, TX · 1,688 clientsWealth manager
    SEI 100%
    $717M
  2. 6470
    Lygh Capital PTE. LTD.Singapore, Singapore · 2 clientsPrivate fund adviser
    State Street 100%
    $717M
  3. 6471
    Aisling Capital Management LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $716M
  4. 6472
    Wealth Dimensions Family Office, IncCincinnati, OH · 18 clientsWealth manager
    Fidelity 100%
    $716M
  5. 6476
    Grant Avenue Capital LLCNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $716M
  6. 6477
    Altrius Capital Management, Inc.Novi, MI · 512 clientsWealth manager
    Schwab 100%
    $716M
  7. 6478
    Davern Capital Partners, LPNew York, NY · 3 clientsAsset manager
    Morgan Stanley 100%
    $715M
  8. 6479
    Atlas Legacy Advisors LLCLos Angeles, CA · 155 clientsWealth manager
    Wells Fargo 63%Schwab 37%
    $715M
  9. 6482
    Old Peak FinanceChapel Hill, NC · 176 clientsWealth manager
    Schwab 100%
    $714M
  10. 6483
    Alpha Investment Consulting Group, LLCMilwaukee, WI · 60 clientsAsset manager
    Transamerica Financial Advisors 56%Voya Institutional Trust 31%
    $714M
  11. 6484
    Ventura Wealth ManagementYardley, PA · 590 clientsWealth manager
    Pershing 72%Schwab 28%
    $713M
  12. 6485
    Drake Capital Advisors LLCOld Greenwich, CT · 4 clientsAsset manager
    No custodian reported
    $713M
  13. 6486
    RV CapitalSchindellegi, Switzerland · 3 clientsPrivate fund adviser
    BNY 49%Morgan Stanley 28%
    $713M
  14. 6487
    Frontier Global Partners LLCLa Jolla, CA · 47 clientsAsset manager
    State Street 47%J.P. Morgan 32%
    $713M
  15. 6488
    Essex Investment Management Company, LLCBoston, MA · 117 clientsAsset manager
    State Street 44%
    $713M
  16. 6489
    Fieldview Capital Management, LLCNiles, MI · 4 clientsPrivate fund adviser
    No custodian reported
    $713M
  17. 6490
    Excalibur Management CorpWaltham, MA · 307 clientsWealth manager
    Fidelity 66%
    $712M
  18. 6491
    Valtinson Bruner Financial PlanningNew Brighton, MN · 1,992 clientsWealth managerWrap sponsor
    Schwab 100%
    $712M
  19. 6492
    Woodland Wealth PartnersPepper Pike, OH · 218 clientsWealth manager
    Schwab 100%
    $712M
  20. 6493
    Aston Capital ManagementCoral Gables, FL · 36 clientsPrivate fund adviser
    No custodian reported
    $712M
  21. 6494
    Precision Wealth Strategies, LLCSt. Louis, MO · 472 clientsWealth managerWrap sponsor
    Schwab 69%Fidelity 31%
    $711M
  22. 6495
    The Wealth Group - Austin B. Colby & AssociatesEden Prairie, MN · 591 clientsWealth managerWrap sponsor
    Raymond James 100%
    $711M
  23. 6496
    The Magnolia Group, LLCOmaha, NE · 2 clientsPrivate fund adviser
    Schwab 100%
    $711M
  24. 6497
    Lifelong Wealth Advisors, Inc.Arden Hills, MN · 865 clientsWealth manager
    Schwab 100%
    $710M
  25. 6499
    Peak Planning Group, LLCCentennial, CO · 838 clientsWealth managerWrap sponsor
    Raymond James 74%Schwab 26%
    $710M
  26. 6500
    Wealthbridge Capital Management, LLCWesterville, OH · 457 clientsWealth manager
    Schwab 100%
    $710M
  27. 6503
    Covision Advisors LLCNew York, NY · 10 clientsPrivate fund adviser
    Pershing 100%
    $708M
  28. 6505
    TB Alternative Assets LTD.Grand Cayman, Cayman Islands · 3 clientsPrivate fund adviser
    BNY 100%
    $708M
  29. 6506
    Bench Walk Advisors LLCBoca Raton, FL · 90 clientsPrivate fund adviser
    No custodian reported
    $708M
  30. 6509
    Corrigo Investment Partners, LLCAustin, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $707M
  31. 6510
    E & G Advisors, LLCHouston, TX · 370 clientsWealth manager
    No custodian reported
    $707M
  32. 6511
    Lincoln Peak Capital Management, LLCBoston, MA · 5 clientsPrivate fund adviser
    No custodian reported
    $707M
  33. 6512
    Kaleidoscope CapitalBoston, MA · 7 clientsPrivate fund adviser
    Interactive Brokers 100%
    $706M
  34. 6514
    Northcape Wealth ManagementWilliamsville, NY · 594 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $706M
  35. 6516
    Morangie Management LLCVero Beach, FL · 98 clientsWealth manager
    Fidelity 90%
    $706M
  36. 6518
    Bond & Devick Wealth PartnersSaint Louis Park, MN · 518 clientsWealth manager
    Schwab 100%
    $706M
  37. 6520
    Rempart Asset ManagementMontreal, Quebec, Canada · 467 clientsWealth manager
    National Bank Independent Network 82%
    $705M
  38. 6521
    Ridgecrest Wealth Partners, LLCSan Rafael, CA · 744 clientsWealth manager
    Schwab 100%
    $705M
  39. 6522
    Latticework Capital Management LLCDallas, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $705M
  40. 6523
    MarchantLondon, United Kingdom · 6 clientsPrivate fund adviser
    Morgan Stanley 99%
    $705M

RIAs by state