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
IN LPL Financial adds $525M Georgia team from Northwestern MutualIN Inflation and debt leave four generations strained in retirement raceIN AI in asset management operations moves beyond fixing errors fasterIN Binance hack: $6.3 billion stolen in largest crypto heist in historyIN New platform aims to bridge health and financial planning for advisorsFP 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 IMPACT
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. 6720
    Periscope Equity LLCChicago, IL · 8 clientsPrivate fund adviser
    No custodian reported
    $667M
  2. 6721
    Opengate Capital Management, LLCNew York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $667M
  3. 6722
    IRC WealthAtlanta, GA · 373 clientsWealth manager
    Schwab 100%
    $667M
  4. 6723
    Cayetano Development, LLCAustin, TX · 64 clientsPrivate fund adviser
    No custodian reported
    $667M
  5. 6725
    Bluechip Wealth Advisors LLCMilton, GA · 398 clientsWealth manager
    Schwab 61%SEI 27%
    $666M
  6. 6726
    Beck Bode LLCDedham, MA · 979 clientsWealth manager
    Schwab 49%Altruist 29%LPL Financial 22%
    $666M
  7. 6727
    Hiddenite Capital Partners LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $666M
  8. 6728
    BcwmOverland Park, KS · 378 clientsWealth manager
    Schwab 100%
    $665M
  9. 6729
    America First Investment Advisors LLCOmaha, NE · 266 clientsWealth manager
    Schwab 100%
    $665M
  10. 6732
    Logan StoneChicago, IL · 13 clientsPrivate fund adviser
    Schwab 100%
    $664M
  11. 6733
    Focused Alpha, LLCGreenwood Village, CO · 553 clientsWealth managerWrap sponsor
    Fidelity 73%Schwab 27%
    $664M
  12. 6734
    GKB Partners LLC4 clientsWealth manager
    No custodian reported
    $663M
  13. 6735
    RRA CapitalPhoenix, AZ · 3 clientsPrivate fund adviser
    No custodian reported
    $663M
  14. 6736
    McElhenny Sheffield Capital Management, LLCDallas, TX · 758 clientsWealth manager
    Schwab 80%
    $663M
  15. 6737
    Calvert Street Capital Partners, Inc.Towson, MD · 17 clientsPrivate fund adviser
    No custodian reported
    $663M
  16. 6739
    Cruden Bay Investment Management, LLCWestlake Village, CA · 151 clientsWealth managerWrap sponsor
    Schwab 65%LPL Financial 35%
    $663M
  17. 6740
    Ironwood Financial, LLCTucson, AZ · 624 clientsWealth manager
    Schwab 71%Fidelity 29%
    $663M
  18. 6741
    Three Arch Wealth Management LLCIrvine, CA · 256 clientsWealth manager
    Schwab 100%
    $662M
  19. 6742
    Harrell Investment Partners, LLCAustin, TX · 186 clientsWealth manager
    Raymond James 89%
    $662M
  20. 6743
    Westshore WealthNewport Beach, CA · 207 clientsWealth manager
    Schwab 100%
    $662M
  21. 6744
    Bare Wealth AdvisorsGap, PA · 841 clientsWealth manager
    Schwab 100%
    $662M
  22. 6745
    Quattro Advisors L.L.C.Pittsburgh, PA · 414 clientsWealth manager
    Fidelity 100%
    $662M
  23. 6746
    Ascend Investment PartnersOgden, UT · 961 clientsWealth managerWrap sponsor
    TradePMR / Robinhood 99%
    $661M
  24. 6747
    LEM Capital, L.P.Philadelphia, PA · 2 clientsPrivate fund adviser
    No custodian reported
    $661M
  25. 6748
    Pender Capital Management, LLCDallas, TX · 2 clientsAsset manager
    No custodian reported
    $661M
  26. 6749
    The Genwealth Group, Inc.Maplewood, NJ · 301 clientsWealth manager
    Schwab 100%
    $661M
  27. 6751
    Williams Asset ManagementColumbia, MD · 433 clientsWealth manager
    LPL Financial 100%
    $661M
  28. 6752
    Riverwater Partners LLCMilwaukee, WI · 185 clientsWealth manager
    Schwab 100%
    $661M
  29. 6754
    Holderness Investments CoGreensboro, NC · 339 clientsWealth manager
    Schwab 100%
    $661M
  30. 6755
    Foundation Wealth Management, LLCClayton, MO · 359 clientsWealth manager
    Fidelity 100%
    $661M
  31. 6756
    St. James Investment Company, LLCSouthlake, TX · 271 clientsAsset manager
    Schwab 100%
    $661M
  32. 6757
    Goodlander Investment Management, LLCDallas, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $660M
  33. 6758
    Betterwealth LLCSan Jose, CA · 378 clientsWealth manager
    Schwab 100%
    $660M
  34. 6759
    Northstar Asset Management Company, LLCBlue Bell, PA · 161 clientsWealth manager
    Schwab 85%
    $660M
  35. 6761
    Buttonwood Financial Group, LLCKansas City, MO · 429 clientsWealth manager
    Schwab 100%
    $659M
  36. 6762
    Tradewinds, LLCRaleigh, NC · 505 clientsWealth manager
    Wells Fargo 100%
    $659M
  37. 6764
    Benin Management Corp370 clientsWealth manager
    Schwab 100%
    $659M
  38. 6765
    Aries Wealth Management, LLCPortland, ME · 164 clientsWealth manager
    Pershing 68%Schwab 32%
    $659M
  39. 6766
    Purus Wealth Management, LLCNewport Beach, CA · 642 clientsWealth managerWrap sponsor
    Schwab 69%The Standard 31%
    $658M
  40. 6767
    Aspen Wealth Management, LLCFort Worth, TX · 353 clientsWealth managerWrap sponsor
    Schwab 100%
    $658M

RIAs by state