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
FP Private credit's tax hangover is giving investors buyer's remorseWM Callie Cox Leaves Ritholtz for Plancorp Strategy RoleIN Accelerated Wealth Partners strikes staking deal for $5B Pallas CapitalIN Wells Fargo bumps up pay hurdle for advisorsWM Q&A: REITs Bounce Back in OctoberWM Risks to AI Capex from Overestimating DemandFP Why Morgan Stanley is turning advisors loose to build their own AI agentsWM BOK Financial Sues Ex-Advisors Over Cerity MoveIN SEC charges advisor over retirees' leveraged ETF losses at United PlannersWM $1B Beacon Financial Moves to Osaic's W-2 Channel from Private Client Services
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. 11902
    Sage Hill CapitalAnn Arbor, MI · 79 clientsWealth manager
    Schwab 100%
    $214M
  2. 11903
    Ponta Wealth Partners, LLCWinter Park, FL · 24 clientsWealth manager
    Raymond James 86%
    $214M
  3. 11904
    Equitas Capital Advisors,llcNew Orleans, LA · 46 clientsAsset manager
    Pershing 86%
    $214M
  4. 11906
    Objective Capital Management, LLCFairlawn, OH · 115 clientsWealth manager
    Fidelity 100%
    $214M
  5. 11907
    Healthcor Partners Management, L.P.3 clientsPrivate fund adviser
    No custodian reported
    $214M
  6. 11908
    Alpha Wealth Funds, LLCPark City, UT · 303 clientsPrivate fund adviser
    Interactive Brokers 70%
    $214M
  7. 11909
    Adaptive Wealth EngineeringLas Vegas, NV · 113 clientsWealth manager
    Schwab 100%
    $214M
  8. 11910
    Pacific Management Partners LLC2 clientsPrivate fund adviser
    No custodian reported
    $214M
  9. 11911
    Premis Advisors, LLCAtlanta, GA · 8 clientsWealth manager
    Schwab 100%
    $214M
  10. 11912
    Compass Planning Associates, Inc.72 clientsWealth manager
    Fidelity 100%
    $214M
  11. 11913
    Insight Financial ServicesOverland Park, KS · 444 clientsWealth manager
    Fidelity 100%
    $214M
  12. 11914
    Retiremitten Financial LLCClarkston, MI · 217 clientsWealth manager
    Schwab 100%
    $214M
  13. 11915
    Locker Financial Services, LLCVerona, NJ · 141 clientsWealth manager
    Schwab 100%
    $214M
  14. 11918
    Lindahl & Mansager IncFairlawn, OH · 281 clientsWealth manager
    Schwab 100%
    $214M
  15. 11919
    Global Trust Wealth Management LLCWest Palm Beach, FL · 91 clientsWealth manager
    Fidelity 80%
    $214M
  16. 11920
    Coastline Complete Wealth LLCBluffton, SC · 186 clientsWealth managerWrap sponsor
    Raymond James 100%
    $214M
  17. 11921
    Daniels & Erickson Financial Advisors, LLCDallas, TX · 65 clientsWealth manager
    Fidelity 100%
    $214M
  18. 11922
    Argyle Capital Partners, LLCLos Angeles, CA · 179 clientsWealth manager
    Schwab 100%
    $214M
  19. 11923
    Gunn & Company Investment Management, Inc.Jacksonville, FL · 183 clientsWealth manager
    Fidelity 100%
    $214M
  20. 11924
    Floyd Capital ManagementTexarkana, TX · 308 clientsWealth manager
    Schwab 100%
    $214M
  21. 11925
    Long Point Capital, IncNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $214M
  22. 11926
    Cedarwood WealthHighlands Ranch, CO · 115 clientsWealth manager
    Fidelity 100%
    $213M
  23. 11927
    Signal Tree Financial Partners LLCCopley, OH · 123 clientsWealth manager
    Schwab 100%
    $213M
  24. 11928
    724 Asset Management, LLC1 clientsAsset manager
    Fidelity 100%
    $213M
  25. 11929
    Lendistry Capital Partners, LLCLos Angeles, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $213M
  26. 11930
    Elite Income Advisors, Inc.Ellicott City, MD · 662 clientsWealth manager
    Schwab 100%
    $213M
  27. 11932
    Lake Pacific PartnersDallas, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $213M
  28. 11933
    AO Wealth AdvisoryUrbandale, IA · 311 clientsWealth manager
    Schwab 100%
    $213M
  29. 11935
    J.E. Simmons & Co., P.C.Dallas, TX · 394 clientsAsset manager
    Schwab 100%
    $213M
  30. 11937
    Financial Freedom HouseWaterford, MI · 533 clientsWealth manager
    Schwab 74%Fidelity 26%
    $213M
  31. 11938
    Sensenig Capital Advisors, Inc.Collegeville, PA · 145 clientsWealth manager
    Schwab 100%
    $213M
  32. 11940
    Sacks & Associates, LLCWarren, NJ · 144 clientsWealth manager
    Schwab 100%
    $213M
  33. 11941
    BCK Partners, Inc.Corning, NY · 180 clientsWealth manager
    Schwab 100%
    $213M
  34. 11942
    Gibraltar Wealth Management, LLCAbington, PA · 92 clientsWealth manager
    Schwab 100%
    $213M
  35. 11944
    Harding Wealth, Inc.Tempe, AZ · 169 clientsWealth manager
    Schwab 83%
    $213M
  36. 11945
    GEN Cap America, Inc.Nashville, TN · 5 clientsPrivate fund adviser
    No custodian reported
    $213M
  37. 11946
    UP Capital Management, Inc.167 clientsWealth manager
    Schwab 100%
    $213M
  38. 11947
    Urban Wealth Management OR UWM281 clientsWealth manager
    Schwab 93%
    $213M
  39. 11949
    Sequoia S.F.A.Zurich, Switzerland · 97 clientsWealth manager
    Bank Vontobel AG 53%DZ Privatbank (schweiz) AG 27%
    $212M
  40. 11950
    Sackett Wealth Advisors, Inc.Brea, CA · 452 clientsWealth manager
    Schwab 84%
    $212M

RIAs by state