Saturday, October 31, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
FP Survey: Firms commit to marketing but aren't tracking the resultsFP High mortgage rates complicate the case for paying cash for a homeIN Advisor moves: Raymond James lands $700M Truist duo in FloridaFP Ask an Advisor: What non-AUM metrics do you use to measure your firm's success?SEC SEC Issues Exemptive Relief from Treasury Clearing Requirements for Certain Inter-Affiliate and Non-U.S. Repo TransactionsWM Wealth Firms Urge Patience on Anthropic IPOIN Schwab IMPACT 2026 full conference coverageWM Snowden Lane Settles SEC Charges Over Fee DisclosuresIN RIA M&A could hit an all-time high in 2026, says FP TransitionsIN Wirehouse moves: JPMorgan taps Merrill veteran for Southeast role as BofA beefs up OCIO team
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. 8097
    Mangrove Equity PartnersTampa, FL · 7 clientsPrivate fund adviser
    No custodian reported
    $468M
  2. 8098
    Thirtynorth Investments, LLCNew Orleans, LA · 238 clientsWealth manager
    Schwab 70%Voya Financial Partners 30%
    $468M
  3. 8099
    Flagstone Financial Management, LLCLincoln, NE · 353 clientsWealth manager
    LPL Financial 100%
    $468M
  4. 8101
    North Branch Capital Management, L.P.Oak Brook, IL · 5 clientsPrivate fund adviser
    No custodian reported
    $468M
  5. 8102
    Yukon Wealth Management, Inc.Overland Park, KS · 91 clientsWealth manager
    Schwab 100%
    $467M
  6. 8104
    Sands Capital Horizons, LLCArlington, VA · 1 clientsWealth manager
    BNY 100%
    $467M
  7. 8105
    Coston, McIsaac & Shea Financial AdvisorsBar Harbor, ME · 1,254 clientsWealth manager
    Schwab 100%
    $467M
  8. 8106
    Edgewater Capital PartnersIndependence, OH · 4 clientsPrivate fund adviser
    No custodian reported
    $467M
  9. 8108
    Z3 Capital PartnersRichmond, VA · 311 clientsWealth managerWrap sponsor
    Raymond James 100%
    $467M
  10. 8109
    Clear Sky Advisers, LLCBellaire, TX · 8 clientsPrivate fund adviser
    No custodian reported
    $467M
  11. 8110
    Mark Sheptoff Financial Planning LLCGlastonbury, CT · 252 clientsWealth manager
    Fidelity 100%
    $467M
  12. 8111
    Wealthvalues, LLCRedwood City, CA · 25 clientsWealth manager
    SEI 83%
    $467M
  13. 8112
    Closed Loop Capital ManagementNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $466M
  14. 8113
    Alpha Solutions Investment AdvisorsSouth San Francisco, CA · 490 clientsWealth manager
    No custodian reported
    $466M
  15. 8114
    Peter Kimmelman Asset Management LPNew York, NY · 52 clientsPrivate fund adviser
    No custodian reported
    $466M
  16. 8115
    Access Fiduciary Services, LLC6 clientsAsset manager
    Alerus Retirement & Benefits 100%
    $466M
  17. 8116
    Alliance Private Wealth, LLCNorth Reading, MA · 167 clientsWealth managerWrap sponsor
    Fidelity 100%
    $466M
  18. 8117
    Consilium Wealth Advisory, LLC120 clientsWealth manager
    Schwab 100%
    $466M
  19. 8118
    Adit Ventures Management, LLCNew York, NY · 27 clientsPrivate fund adviser
    No custodian reported
    $466M
  20. 8119
    Alta Fundamental Advisers LLCNew York, NY · 18 clientsAsset manager
    Goldman Sachs 100%
    $466M
  21. 8121
    Bloomfield Capital Holdings, LLCBirmingham, MI · 9 clientsPrivate fund adviser
    No custodian reported
    $466M
  22. 8122
    Clelland & Company IncSan Diego, CA · 109 clientsAsset manager
    Schwab 100%
    $466M
  23. 8123
    Arrowroot Capital Management, LLCMarina Del Rey, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $465M
  24. 8124
    Fellowship Financial PlanningSpokane, WA · 1,130 clientsWealth manager
    LPL Financial 100%
    $465M
  25. 8125
    Brownlee Wealth ManagementHouston, TX · 86 clientsWealth manager
    Fidelity 88%
    $465M
  26. 8126
    Sharpvue Capital, LLCRaleigh, NC · 12 clientsPrivate fund adviser
    No custodian reported
    $465M
  27. 8130
    John F Suby Wealth Management LLCMadison, WI · 196 clientsWealth manager
    Northern Trust 100%
    $465M
  28. 8131
    Logan Park Wealth ManagementMinneapolis, MN · 408 clientsWealth manager
    Schwab 100%
    $465M
  29. 8132
    DEW Wealth ManagementScottsdale, AZ · 246 clientsWealth managerWrap sponsor
    Assetmark Brokerage 71%
    $465M
  30. 8133
    Cypress Capital Partners, LLCChicago, IL · 32 clientsWealth manager
    Fidelity 100%
    $464M
  31. 8134
    Vert Asset Management LLCSausalito, CA · 2 clientsAsset manager
    No custodian reported
    $464M
  32. 8136
    Obrien Greene & Co IncMedia, PA · 148 clientsWealth manager
    Fidelity 71%Schwab 29%
    $464M
  33. 8137
    Accountants Proprietary Financial Servicenet, LLCPlainview, NY · 283 clientsAsset manager
    No custodian reported
    $464M
  34. 8139
    Sard Wealth Managment Group, LLCAtlanta, GA · 325 clientsWealth manager
    Schwab 100%
    $464M
  35. 8140
    Scoggin Management LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $464M
  36. 8142
    Independence Financial Advisors, LLCFranklin, NH · 2,777 clientsWealth managerBank-affiliated
    Fidelity 85%
    $464M
  37. 8143
    Tufton Capital Management, LLCHunt Valley, MD · 248 clientsWealth manager
    No custodian reported
    $464M
  38. 8144
    MKT Advisors LLCCarlsbad, CA · 383 clientsWealth manager
    Schwab 100%
    $464M
  39. 8145
    TCP Management LLCAtlanta, GA · 4 clientsPrivate fund adviser
    No custodian reported
    $464M
  40. 8146
    Monarch Wealth StrategiesSanta Barbara, CA · 396 clientsWealth manager
    Schwab 100%
    $463M

RIAs by state