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
WT October WealthTech NewsFP 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 Transitions
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. 8843
    Gunderson Capital ManagementMount Pleasant, SC · 696 clientsWealth manager
    Schwab 100%
    $396M
  2. 8845
    Ecio, Inc.Madison, WI · 116 clientsAsset manager
    Schwab 100%
    $396M
  3. 8846
    Black Dragon Capital Investment Management, Inc15 clientsPrivate fund adviser
    No custodian reported
    $396M
  4. 8847
    MOR Wealth Management, LLCPhiladelphia, PA · 152 clientsWealth managerWrap sponsor
    Fidelity 100%
    $396M
  5. 8848
    Mann Financial GroupDetroit Lakes, MN · 597 clientsWealth managerWrap sponsor
    Schwab 100%
    $396M
  6. 8849
    Portfolio Wealth AdvisorsAlbuquerque, NM · 283 clientsWealth managerWrap sponsor
    Schwab 100%
    $395M
  7. 8850
    India Capital Management LimitedTrianon, Mauritius · 1 clientsPrivate fund adviser
    No custodian reported
    $395M
  8. 8851
    Taiyo Pacific Partners L.P.Kirkland, WA · 7 clientsAsset manager
    No custodian reported
    $395M
  9. 8853
    Gravitalix FinancialCoral Springs, FL · 19,218 clientsWealth manager
    No custodian reported
    $395M
  10. 8854
    Kiker Wealth Management, LLCJasper, GA · 901 clientsWealth manager
    Fidelity 100%
    $395M
  11. 8855
    Sandler Capital ManagementNew York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $395M
  12. 8856
    Quarry Hill AdvisorsSaint Paul, MN · 203 clientsWealth manager
    Schwab 100%
    $395M
  13. 8857
    Reframe Wealth, LLCFairfax, VA · 235 clientsWealth managerWrap sponsor
    Schwab 100%
    $395M
  14. 8858
    Clarion Wealth Management PartnersFairfax, VA · 420 clientsWealth managerWrap sponsor
    Schwab 100%
    $395M
  15. 8860
    Abich Financial Wealth Management, LLCAshburn, VA · 523 clientsWealth manager
    Schwab 100%
    $395M
  16. 8861
    FamilywealthLake Mary, FL · 407 clientsAsset manager
    Vanguard 50%
    $395M
  17. 8862
    Hunter Lewis LLCCrozet, VA · 14 clientsAsset manager
    U.S. Bancorp Investments 100%
    $395M
  18. 8863
    Cargile Investment ManagementMidland, TX · 204 clientsWealth manager
    Schwab 66%Fidelity 34%
    $395M
  19. 8864
    Value Partners LimitedHong Kong, Hong Kong · 5 clientsPrivate fund adviser
    No custodian reported
    $395M
  20. 8865
    Attinger, LLCPhiladelphia, PA · 7 clientsPrivate fund adviser
    Schwab 100%
    $395M
  21. 8868
    Vawter Financial LTDColumbus, OH · 247 clientsWealth manager
    Schwab 100%
    $394M
  22. 8869
    Integrity Investment Advisors117 clientsWealth manager
    Schwab 72%Fidelity 28%
    $394M
  23. 8870
    MN Wealth Advisors, LLCOverland Park, KS · 571 clientsWealth manager
    Schwab 100%
    $394M
  24. 8871
    Signet Investment Advisory Group, Inc.Providence, RI · 198 clientsWealth manager
    Schwab 100%
    $394M
  25. 8872
    Elizabeth Park Capital Management, LTDPepper Pike, OH · 7 clientsPrivate fund adviser
    No custodian reported
    $394M
  26. 8873
    Knuff & Company LLCFoster City, CA · 29 clientsWealth manager
    Schwab 100%
    $394M
  27. 8874
    AJ AdvisorsNashville, TN · 414 clientsWealth manager
    Schwab 100%
    $394M
  28. 8875
    Arsenal Venture PartnersWinter Park, FL · 12 clientsPrivate fund adviser
    No custodian reported
    $394M
  29. 8876
    Virginia Wealth Management Group, Inc.Virginia Beach, VA · 117 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $394M
  30. 8877
    Bellevue Asset Management, LLCBellevue, WA · 219 clientsWealth manager
    Schwab 100%
    $394M
  31. 8878
    "tate Asset Management" and "dco Wealth Management"Rancho Santa Fe, CA · 256 clientsWealth manager
    Schwab 100%
    $393M
  32. 8879
    SL Advisors, LLC49 clientsAsset manager
    Schwab 100%
    $393M
  33. 8880
    Core Wealth Partners LLCSanta Rosa, CA · 385 clientsWealth manager
    Schwab 90%
    $393M
  34. 8881
    Private Family Wealth AdvisorsAtlanta, GA · 138 clientsWealth manager
    Schwab 100%
    $393M
  35. 8882
    Causey Wealth LLCGreenwood Village, CO · 185 clientsWealth manager
    Schwab 100%
    $393M
  36. 8883
    Key Capital Management, Inc.Hendersonville, TN · 2,018 clientsWealth manager
    Schwab 100%
    $393M
  37. 8885
    Dunnavan & Co.Minneapolis, MN · 231 clientsWealth manager
    Schwab 81%
    $393M
  38. 8886
    Atlatl AdvisersMadison, WI · 274 clientsWealth manager
    Schwab 100%
    $393M
  39. 8887
    Panoramic Capital Partners LLCLake Oswego, OR · 159 clientsWealth manager
    Schwab 100%
    $393M
  40. 8888
    Apex Investments Management US, LLCCoconut Grove, FL · 1 clientsPrivate fund adviser
    No custodian reported
    $392M

RIAs by state