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WT Ep. 368: October 2026 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
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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. 10418
    The Palmer Knight CompanyJacksonville, FL · 163 clientsWealth manager
    TradePMR / Robinhood 100%
    $285M
  2. 10420
    Ayrshire Capital Management LLCWestport, CT · 111 clientsWealth manager
    Schwab 71%Fidelity 29%
    $285M
  3. 10422
    Tencap Wealth CoachingSouth Jordan, UT · 753 clientsWealth manager
    Altruist 100%
    $285M
  4. 10423
    Pandora Wealth, Inc.Las Vegas, NV · 109 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $285M
  5. 10424
    Mosaic Wealth Management LLCBloomington, IN · 199 clientsWealth managerWrap sponsor
    Raymond James 100%
    $285M
  6. 10425
    Physician Family Financial Advisors IncBeaverton, OR · 376 clientsWealth manager
    Betterment 100%
    $285M
  7. 10426
    Pearson Creek Capital Management LLCChicago, IL · 21 clientsAsset manager
    Commerce Brokerage Services 78%
    $285M
  8. 10427
    Capital Financial PlannersSalem, OR · 221 clientsWealth managerWrap sponsor
    Assetmark Trust 73%Schwab 27%
    $285M
  9. 10428
    Kane Company Wealth Management, Inc.Johnston, IA · 198 clientsWealth manager
    Schwab 100%
    $285M
  10. 10429
    Oak Advisors, LLCBluffton, SC · 163 clientsWealth manager
    Schwab 100%
    $285M
  11. 10430
    Cornerstone Wealth Management GroupGreeneville, TN · 582 clientsWealth managerWrap sponsor
    Schwab 100%
    $285M
  12. 10431
    Oath Planning, LLCTulsa, OK · 502 clientsWealth manager
    Fidelity 60%Altruist 32%
    $285M
  13. 10432
    Lighthouse RetirementPonte Vedra, FL · 182 clientsWealth manager
    Interactive Brokers 55%Schwab 45%
    $285M
  14. 10433
    Sound Stewardship, LLCOverland Park, KS · 190 clientsWealth manager
    Fidelity Distributors Company 73%Schwab 27%
    $285M
  15. 10434
    Open Window Financial Solutions, LTD.Reno, NV · 101 clientsWealth manager
    Fidelity 100%
    $284M
  16. 10435
    Full in PartnersNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $284M
  17. 10436
    Maxwell Street Capital Partners, LPEvanston, IL · 4 clientsPrivate fund adviser
    No custodian reported
    $284M
  18. 10437
    Benningfield Financial Advisors, LLCSan Francisco, CA · 48 clientsWealth manager
    Fidelity 100%
    $284M
  19. 10438
    Demian Capital1 clientsBroker-dealer firm
    Banque Pictet ET CIE 100%
    $284M
  20. 10439
    Glashofer Financial Advisors163 clientsWealth manager
    Schwab 100%
    $284M
  21. 10441
    The Foundry Financial Group, Inc.Laconia, NH · 296 clientsWealth manager
    Schwab 100%
    $284M
  22. 10442
    Freeman, Will & Niemeier, Inc.Evansville, IN · 388 clientsWealth manager
    Schwab 77%Voya Financial Advisors 23%
    $284M
  23. 10444
    Peninsula Asset Management IncBradenton, FL · 185 clientsWealth manager
    Schwab 100%
    $284M
  24. 10445
    Cane Capital Partners, LLCSaint Francisville, LA · 325 clientsWealth manager
    Schwab 100%
    $284M
  25. 10446
    Bespoke AdvisoryEvergreen, CO · 16 clientsAsset manager
    Pictet & CIE Group SCA 40%Tetra Trust 28%
    $284M
  26. 10447
    Holder Wealth ManagementChampaign, IL · 302 clientsWealth manager
    Schwab 100%
    $284M
  27. 10448
    M2g Ventures LLCFort Worth, TX · 12 clientsPrivate fund adviser
    No custodian reported
    $284M
  28. 10449
    Griffin Family Partners, LLC33 clientsWealth manager
    Schwab 100%
    $284M
  29. 10450
    Vital Investment Management LLCLoveland, CO · 399 clientsWealth manager
    Schwab 100%
    $284M
  30. 10451
    CW Industrial Partners, LLCCleveland, OH · 4 clientsPrivate fund adviser
    No custodian reported
    $284M
  31. 10452
    Meridian Financial Advisors, LLCHolliston, MA · 177 clientsWealth manager
    Schwab 100%
    $284M
  32. 10453
    Darwins River CapitalNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $284M
  33. 10454
    Eden Capital Management LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $284M
  34. 10455
    FDI Wealth Management, LLCMiami, FL · 353 clientsAsset manager
    Stonex Financial 90%
    $284M
  35. 10456
    Kaizen Financial Advisors, LLCKirkland, WA · 150 clientsWealth manager
    Schwab 100%
    $284M
  36. 10457
    AncoratoBoise, ID · 6 clientsAsset manager
    Schwab 100%
    $284M
  37. 10459
    Priderock Fund Management Partners, LLCPalm Beach Gardens, FL · 15 clientsPrivate fund adviser
    No custodian reported
    $284M
  38. 10460
    Verisail Partners, LLCChamblee, GA · 270 clientsWealth manager
    Schwab 100%
    $284M
  39. 10461
    Dauntless Capital Partners LLCHouston, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $283M
  40. 10463
    Silvia McColl Wealth Management, LLCSan Diego, CA · 110 clientsWealth manager
    Schwab 100%
    $283M

RIAs by state