Monday, November 2, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM Brighton Jones: Keeping It Personal For the Long RunIN High-net-worth clients want more than portfolios, AssetMark study confirmsWM Views from 6,230: Why The Fed Is Wrong on StocksWSR AssetMark Research Finds Gaps In Private Wealth ServicesIN Small 401(k) balances erode after job changes, new research showsWM AssetMark Launches Private Wealth Program for AdvisorsKC Will Advisors End Up Paying The Cost Of Orion’s New Vendor-Level Integration Fees? (And More Of The Latest In Financial #AdvisorTech – November 2026)IN IPO lockup expirations put concentrated stock risk on advisors’ desksIN FINRA and SIFMA Foundation tackle youth investing knowledge gapWSR Exclusive Interview: Cambridge CEO Amy Webber: “We Aren’t Selling To LPL, Or Any Other Firm”
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. 11229
    Matthias Private Wealth, LLCWinter Park, FL · 46 clientsWealth manager
    Schwab 100%
    $243M
  2. 11230
    Blue Spark Capital AdvisorsNew York, NY · 87 clientsWealth manager
    Schwab 100%
    $243M
  3. 11231
    Blalock Williams, LLCAlexander City, AL · 272 clientsWealth manager
    Schwab 79%
    $243M
  4. 11232
    Chiron Capital Management, LLCTallahassee, FL · 912 clientsWealth managerWrap sponsor
    Schwab 100%
    $243M
  5. 11234
    Cladis Investment Advisory LLCBillings, MT · 119 clientsWealth manager
    Wells Fargo 89%
    $243M
  6. 11235
    Rayburn West Financial ServicesNashville, TN · 142 clientsWealth manager
    Schwab 100%
    $243M
  7. 11236
    Seminole Advisory Services, LLCBellair Bluffs, FL · 1 clientsPrivate fund adviser
    No custodian reported
    $243M
  8. 11237
    Waypoint Wealth ManagementTimonium, MD · 207 clientsWealth manager
    Schwab 100%
    $242M
  9. 11238
    Munn Wealth Management, LLCMaumee, OH · 745 clientsWealth manager
    TradePMR / Robinhood 68%
    $242M
  10. 11240
    Anson AnalyticsTyrone, GA · 117 clientsWealth manager
    Fidelity 85%
    $242M
  11. 11241
    Position WealthThe Woodlands, TX · 217 clientsWealth manager
    No custodian reported
    $242M
  12. 11242
    McBroom & Associates, LLCLas Vegas, NV · 114 clientsWealth manager
    Schwab 89%
    $242M
  13. 11243
    Excelsior InvestorsExcelsior, MN · 105 clientsWealth manager
    Fidelity 58%Schwab 42%
    $242M
  14. 11244
    NRG Wealth ManagementOro Valley, AZ · 155 clientsWealth manager
    Altruist 82%
    $242M
  15. 11245
    Sanchez & Zures, LLCMcLean, VA · 142 clientsWealth manager
    Schwab 100%
    $242M
  16. 11246
    Revolution Capital, LLCOmaha, NE · 192 clientsWealth manager
    Schwab 100%
    $242M
  17. 11247
    Vanderbilt Avenue Asset Management LLCNew York, NY · 10 clientsAsset manager
    U.S. Bank 80%
    $242M
  18. 11248
    Adolos Asset Management52 clientsWealth manager
    Schwab 100%
    $242M
  19. 11249
    Robbins Wealth ManagementErie, PA · 139 clientsWealth manager
    Schwab 100%
    $242M
  20. 11250
    Mori Huston PartnersMiami, FL · 72 clientsWealth manager
    Citi 48%Banco Santander 28%
    $242M
  21. 11252
    1620 Investment Advisors, Inc.Plymouth, MA · 242 clientsWealth manager
    Schwab 68%Fidelity 23%
    $242M
  22. 11253
    True Measure Wealth ManagementOmaha, NE · 105 clientsWealth manager
    SEI 98%
    $242M
  23. 11254
    Prism Planning PartnersLibertyville, IL · 151 clientsWealth manager
    Fidelity 100%
    $242M
  24. 11256
    Treasure Coast Financial Planning, Inc.Vero Beach, FL · 251 clientsWealth manager
    Pershing 100%
    $241M
  25. 11257
    DFN Management LLC.Tampa, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $241M
  26. 11258
    Maven Royalty Management, LLCShreveport, LA · 2 clientsPrivate fund adviser
    No custodian reported
    $241M
  27. 11259
    Constitution Investment Advisory and Portfolio ManagementShelton, CT · 180 clientsWealth manager
    Fidelity 100%
    $241M
  28. 11260
    Tabr Capital Management, LLCOrange, CA · 235 clientsWealth manager
    Fidelity Distributors Company 100%
    $241M
  29. 11261
    Turnbridge Capital, LLCLittle Elm, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $241M
  30. 11262
    Bland Garvey Wealth Advisors, LLCRichardson, TX · 122 clientsWealth manager
    Schwab 100%
    $241M
  31. 11263
    Tenere Capital, LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $241M
  32. 11264
    Capstone RIABellingham, WA · 262 clientsWealth manager
    Schwab 100%
    $241M
  33. 11265
    English Capital Management LLCBloomfield Hills, MI · 1 clientsPrivate fund adviser
    No custodian reported
    $241M
  34. 11266
    Bayntree Wealth Advisors, LLCScottsdale, AZ · 510 clientsWealth manager
    Fidelity 100%
    $241M
  35. 11267
    Barnstone Advisors LLCPhoenixville, PA · 90 clientsWealth manager
    Schwab 100%
    $241M
  36. 11268
    Heritage Haus Wealth Partners LLCNew Braunfels, TX · 533 clientsWealth manager
    Altruist 100%
    $241M
  37. 11269
    CFG RetirementEdina, MN · 541 clientsWealth manager
    Fidelity Distributors Company 64%
    $241M
  38. 11270
    Greybull Partners LLCAtlanta, GA · 2 clientsAsset manager
    No custodian reported
    $241M
  39. 11271
    Bassam Wealth Management, LLCPalm Beach, FL · 24 clientsWealth manager
    Blackstone Securities Partners L.P. 52%Fidelity 33%
    $241M
  40. 11272
    Armatus Capital Management, LLC3 clientsPrivate fund adviser
    No custodian reported
    $241M

RIAs by state