Sunday, November 1, 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. 9211
    Old Hickory Partners Management, LPAustin, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $366M
  2. 9212
    Financial Life AdvisorsSan Antonio, TX · 209 clientsWealth manager
    Schwab 100%
    $366M
  3. 9213
    Camden Wealth Advisors LLCHouston, TX · 160 clientsWealth manager
    Fidelity 100%
    $366M
  4. 9214
    Homage Wealth Group LLCHouston, TX · 4 clientsWealth manager
    Schwab 100%
    $366M
  5. 9216
    Royal Oak Financial Advisors, LLCRoyal Oak, MI · 765 clientsWealth manager
    Schwab 100%
    $366M
  6. 9217
    Innovius Capital Management, LLCSan Francisco, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $366M
  7. 9218
    Asilia Credit InvestmentsSalt Lake City, UT · 7 clientsPrivate fund adviser
    No custodian reported
    $366M
  8. 9220
    Chicago Wealth Management, Inc.Chicago, IL · 304 clientsWealth manager
    Schwab 100%
    $366M
  9. 9221
    Inflection Capital Management, LLCSan Francisco, CA · 17 clientsWealth manager
    Fidelity 60%Schwab 40%
    $366M
  10. 9222
    Asset Planning Services IncCovington, LA · 148 clientsWealth manager
    Schwab 100%
    $366M
  11. 9223
    Prairiewood Wealth ManagementFargo, ND · 244 clientsWealth manager
    Schwab 100%
    $365M
  12. 9224
    Tealwood Asset ManagementMinneapolis, MN · 231 clientsWealth manager
    Schwab 67%Fidelity 33%
    $365M
  13. 9225
    India Capital LLCMinneapolis, MN · 2 clientsPrivate fund adviser
    No custodian reported
    $365M
  14. 9226
    Beaumont Asset Management, LLCBeaumont, TX · 219 clientsWealth manager
    Fidelity 100%
    $365M
  15. 9227
    Regimen Wealth, LLCAtlanta, GA · 216 clientsWealth manager
    Fidelity 100%
    $365M
  16. 9228
    Collegiate Peaks Asset Management, LLCDenver, CO · 6 clientsAsset manager
    Northern Trust 51%BNY 31%
    $365M
  17. 9229
    My Personal CFO, LLCVancouver, WA · 85 clientsWealth manager
    Schwab 100%
    $365M
  18. 9231
    EVR Research LPRichmond, VA · 3 clientsPrivate fund adviser
    No custodian reported
    $365M
  19. 9232
    Kynance Cove Capital LLPLondon, United Kingdom · 2 clientsPrivate fund adviser
    No custodian reported
    $365M
  20. 9234
    Lucerne Capital Management, LPGreenwich, CT · 9 clientsPrivate fund adviser
    No custodian reported
    $365M
  21. 9235
    FPC Investment Advisory, Inc.Petaluma, CA · 162 clientsWealth manager
    Schwab 100%
    $365M
  22. 9236
    Signify Wealth LLCSt. Louis, MO · 114 clientsWealth manager
    Schwab 100%
    $365M
  23. 9237
    TL Private WealthSouthlake, TX · 269 clientsWealth manager
    Fidelity 100%
    $364M
  24. 9238
    Shelton Wealth Management, LLCFort Worth, TX · 155 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $364M
  25. 9239
    Sebold Capital Management, IncLisle, IL · 204 clientsWealth manager
    Schwab 100%
    $364M
  26. 9240
    Synergy FG126 clientsWealth manager
    Schwab 100%
    $364M
  27. 9241
    Regency Capital Management Inc.Honolulu, HI · 127 clientsWealth manager
    Schwab 100%
    $364M
  28. 9242
    Invenio Wealth Partners, LLCCoral Gables, FL · 332 clientsWealth manager
    Pershing 100%
    $364M
  29. 9243
    Redwood Grove Capital, LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $364M
  30. 9245
    Horizon Investment Services, LLC.Hammond, IN · 334 clientsWealth manager
    Schwab 99%
    $364M
  31. 9246
    Maripau Wealth Management LLCFort Wayne, IN · 1,064 clientsWealth manager
    Fidelity 100%
    $364M
  32. 9247
    Griffin Global Asset ManagementLos Angeles, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $364M
  33. 9248
    Solitude Financial Services, Inc.Charlottesville, VA · 164 clientsWealth manager
    Schwab 100%
    $364M
  34. 9249
    Decisionmap Wealth Management, LLCGreat Falls, VA · 159 clientsWealth manager
    Schwab 65%Fidelity 35%
    $363M
  35. 9250
    Greenfield Seitz Capital Management, LLCDallas, TX · 188 clientsWealth manager
    Raymond James 100%
    $363M
  36. 9251
    Windrock Wealth ManagementNaperville, IL · 83 clientsWealth manager
    Schwab 100%
    $363M
  37. 9252
    Leonid Capital Partners, LLCHuntington Beach, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $363M
  38. 9253
    Crestmont Private Wealth LLCBoerne, TX · 188 clientsWealth manager
    Schwab 100%
    $363M
  39. 9256
    Riverpath Investments LLC232 clientsWealth manager
    Schwab 78%
    $363M
  40. 9257
    Domani AdvisorsNew York, NY · 78 clientsWealth managerWrap sponsor
    Schwab 100%
    $363M

RIAs by state