Tuesday, November 3, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Client optimism sinks to 2026 low, CFP Board survey findsWM People Moves: Mercer Advisors Hires Wealth.com, Meta Alum as VP of DataIN Nevis wants AI agents that act. Schwab says not yetWM Former Edelman CEO Larry Raffone Joins Son's RIA as Executive ChairmanWM Kestra's Bluespring Acquires $920M Whitaker-Myers Wealth TeamIN Beacon Pointe buys $637M ACT Wealth in bet on airline pilot clientsWM JPMorgan Adds Merrill Alums To Boost California, Southeast BusinessIN Do RIAs really need PE?IN Harbor Capital funds sue ZoomInfo over alleged $1.2B insider stock dumpWM Mesirow Taps Bank Exec Shawn Beber as CEO
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. 12960
    CLP Asset Management, LLC6 clientsWealth manager
    Schwab 100%
    $174M
  2. 12962
    Servo Wealth Management LLCOklahoma City, OK · 89 clientsWealth manager
    Schwab 100%
    $174M
  3. 12964
    Pemberwick Investment Advisors, LLCGreenwich, CT · 1 clientsAsset manager
    No custodian reported
    $174M
  4. 12965
    Pravati Capital LLCScottsdale, AZ · 5 clientsPrivate fund adviser
    No custodian reported
    $174M
  5. 12966
    Anchor Point FinancialBakersfield, CA · 171 clientsWealth manager
    Schwab 100%
    $174M
  6. 12967
    Benchmark Capital Group LTD.Galena, IL · 166 clientsWealth manager
    Schwab 63%Axos 37%
    $174M
  7. 12968
    Douglass Investment GroupWichita, KS · 142 clientsWealth manager
    Raymond James 100%
    $174M
  8. 12969
    RLB FinancialSpringfield, MO · 607 clientsWealth manager
    Schwab 100%
    $174M
  9. 12970
    Pinafore Wealth Counsel Inc.Durham, NC · 105 clientsWealth manager
    Schwab 100%
    $174M
  10. 12971
    Neuenschwander Asset Management, LLCMcFarland, WI · 199 clientsWealth manager
    Fidelity 100%
    $174M
  11. 12972
    Price Financial Group Wealth Management, Inc.Portland, OR · 549 clientsWealth managerWrap sponsor
    Schwab 99%
    $173M
  12. 12973
    Lion Equity Investment Advisors, LLCDenver, CO · 3 clientsPrivate fund adviser
    No custodian reported
    $173M
  13. 12974
    IFCAuburn, CA · 1,050 clientsWealth manager
    Schwab 0%Altruist 0%
    $173M
  14. 12975
    Essentia Fund Advisors, LLC7 clientsPrivate fund adviser
    No custodian reported
    $173M
  15. 12976
    Paradigm Capital ManagementReno, NV · 125 clientsWealth manager
    Schwab 100%
    $173M
  16. 12978
    Innis Investments237 clientsWealth manager
    Apex Fintech 100%
    $173M
  17. 12981
    Winning Points Advisors, L.L.C.Boca Raton, FL · 209 clientsWealth manager
    Schwab 87%
    $173M
  18. 12982
    Gasaway Investment Advisors, Inc.Kalamazoo, MI · 446 clientsWealth manager
    Raymond James 59%Matrix Trust Co 41%
    $173M
  19. 12983
    International Asset ManagementSan Mateo, CA · 190 clientsWealth manager
    Schwab 63%Interactive Brokers 37%
    $173M
  20. 12984
    Azzendo Wealth AdvisorsHollywood, FL · 102 clientsWealth manager
    Schwab 100%
    $173M
  21. 12985
    Agility Equity PartnersPittsburgh, PA · 11 clientsPrivate fund adviser
    No custodian reported
    $173M
  22. 12986
    Wabash Capital, Inc.Terre Haute, IN · 499 clientsWealth manager
    No custodian reported
    $173M
  23. 12987
    Shuttleworth & CompanyPowell, OH · 204 clientsWealth manager
    Schwab 100%
    $173M
  24. 12988
    Zynergy Retirement PlanningRed Bank, NJ · 172 clientsWealth manager
    Schwab 100%
    $173M
  25. 12989
    Stronghold Wealth Management L.L.C.Tampa, FL · 145 clientsWealth managerWrap sponsor
    Schwab 100%
    $173M
  26. 12990
    Barington Companies Investors, LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $173M
  27. 12991
    Haybeach Capital Management, LLCRye, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $173M
  28. 12992
    Midwestern Financial GroupIowa City, IA · 135 clientsWealth manager
    Schwab 88%
    $173M
  29. 12993
    Ridgeline Private WealthMesa, AZ · 186 clientsWealth manager
    Schwab 100%
    $173M
  30. 12994
    Liberty Asset Management, Inc.Woodridge, IL · 243 clientsWealth manager
    Fidelity 100%
    $173M
  31. 12995
    Cornermen Financial, LLCSan Antonio, TX · 379 clientsWealth manager
    SEI 100%
    $173M
  32. 12996
    Counter Global, L.P.Santa Monica, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $173M
  33. 12997
    Yanni & Associates Investment Advisors, LLCWexford, PA · 109 clientsWealth manager
    Schwab 100%
    $173M
  34. 12998
    Wealthbuilders InvestmentsGreenwood Village, CO · 271 clientsWealth manager
    Schwab 100%
    $173M
  35. 12999
    Walnut Private Equity Partners, LLCOmaha, NE · 2 clientsWealth manager
    BNY 93%
    $173M
  36. 13000
    Alluvial Capital Management, LLC51 clientsPrivate fund adviser
    Interactive Brokers 70%
    $173M
  37. 13001
    Wealth Management SolutionsScottsdale, AZ · 99 clientsWealth manager
    Schwab 100%
    $173M
  38. 13002
    Cedar Valley Wealth AdvisorsCedar Falls, IA · 97 clientsWealth manager
    Schwab 54%Fidelity 46%
    $173M
  39. 13003
    Acuta Capital Partners, LLCRedwood City, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $173M
  40. 13004
    SF Advisers, LLCBoston, MA · 6 clientsPrivate fund adviser
    No custodian reported
    $173M

RIAs by state