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. 6671
    Boston Research and Management, Inc.Manchester, MA · 124 clientsWealth manager
    Fidelity 100%
    $676M
  2. 6672
    Stordahl Capital Management, Inc.Greenwood Village, CO · 331 clientsWealth manager
    Schwab 100%
    $676M
  3. 6673
    Waterway Wealth Management, L.L.C.The Woodlands, TX · 142 clientsWealth managerWrap sponsor
    Fidelity 100%
    $676M
  4. 6674
    Yiheng Capital Management, L.P.San Francisco, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $676M
  5. 6675
    Aphias Capital, L.P.San Francisco, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $676M
  6. 6676
    Summit Wealth Partners, LLCOrlando, FL · 783 clientsWealth manager
    Schwab 74%Fidelity 26%
    $676M
  7. 6677
    Advantage Wealth PartnersFort Myers, FL · 583 clientsWealth managerWrap sponsor
    Fidelity 86%
    $675M
  8. 6678
    Little House Capital, LLCBraintree, MA · 253 clientsWealth manager
    Schwab 76%Fidelity 24%
    $675M
  9. 6681
    Ballast Advisors, LLCWoodbury, MN · 831 clientsWealth manager
    Schwab 100%
    $674M
  10. 6682
    The Goff Financial GroupHouston, TX · 226 clientsWealth manager
    Schwab 83%
    $674M
  11. 6683
    West Financial Advisors, L.L.C.Des Moines, IA · 305 clientsWealth manager
    Schwab 100%
    $674M
  12. 6684
    Integral Wealth ManagementTurlock, CA · 468 clientsWealth manager
    Schwab 100%
    $674M
  13. 6687
    DLJ Real Estate Capital Partners, LLCNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $673M
  14. 6688
    Warana Capital, LLCNew York, NY · 26 clientsPrivate fund adviser
    No custodian reported
    $673M
  15. 6689
    Sage Capital Advisors, LLCSioux Falls, SD · 232 clientsAsset manager
    Schwab 61%Fidelity 39%
    $673M
  16. 6690
    Pinnacle Financial Group LLCWestern Springs, IL · 394 clientsWealth manager
    Schwab 74%Fidelity 26%
    $673M
  17. 6691
    Achieve Partners Management, LLCNew York, NY · 16 clientsPrivate fund adviser
    No custodian reported
    $672M
  18. 6692
    Adams Street Advisors, LLCChicago, IL · 2 clientsAsset manager
    No custodian reported
    $672M
  19. 6694
    Lifecycle Financial Planners Inc.Bloomfield Hills, MI · 171 clientsWealth manager
    Schwab 100%
    $672M
  20. 6695
    Presilium Private Wealth, LLCRadnor, PA · 380 clientsWealth manager
    Fidelity 100%
    $672M
  21. 6696
    Spire Capital Management LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $671M
  22. 6697
    Diversifi Capital IncLos Altos, CA · 277 clientsWealth manager
    Schwab 100%
    $671M
  23. 6698
    Arable Capital Partners, LLCBellevue, WA · 1 clientsPrivate fund adviser
    No custodian reported
    $671M
  24. 6699
    Harvest Financial Advisors, LLCWest Chester, OH · 442 clientsWealth manager
    No custodian reported
    $671M
  25. 6700
    Planned Solutions, Inc.Folsom, CA · 827 clientsWealth manager
    No custodian reported
    $671M
  26. 6701
    Montrose Advisors IncNew York, NY · 26 clientsAsset manager
    Schwab 100%
    $671M
  27. 6702
    ABS Legacy Partners, LLCHickory, NC · 36 clientsWealth manager
    Merrill / Bank of America 86%
    $671M
  28. 6703
    Elevation Wealth Partners, LLCWalnut Creek, CA · 325 clientsWealth manager
    Schwab 100%
    $671M
  29. 6705
    Havenshare Financial, LLC7 clientsWealth manager
    No custodian reported
    $670M
  30. 6706
    Trinity Financial Advisors LLCColumbus, OH · 210 clientsWealth manager
    Schwab 100%
    $670M
  31. 6708
    Dynasty Equity Partners Management, LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $670M
  32. 6709
    Alpine Saxon WoodsPurchase, NY · 158 clientsAsset manager
    RBC 82%
    $670M
  33. 6711
    Stone Temple Partners LLCNew York, NY · 12 clientsWealth manager
    Goldman Sachs 100%
    $669M
  34. 6712
    Wealth Care LLC236 clientsWealth manager
    Fidelity 100%
    $669M
  35. 6714
    Radial Equity Partners LPNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $669M
  36. 6715
    Aspyre Wealth PartnersOverland Park, KS · 329 clientsWealth manager
    Schwab 100%
    $668M
  37. 6716
    Oakwell Private Wealth ManagementAustin, TX · 453 clientsWealth manager
    Schwab 81%
    $668M
  38. 6717
    Capeview Capital LLPLondon, United Kingdom · 5 clientsPrivate fund adviser
    Goldman Sachs 27%Citi 24%LGT Bank LTD. 24%
    $668M
  39. 6718
    Veridan WealthWest Linn, OR · 232 clientsWealth manager
    Fidelity 100%
    $667M
  40. 6719
    A.W. JonesNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $667M

RIAs by state