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
FP 'Don't trade the election': Advisors steady clients through midterm anxietyIN 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 dump
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. 13177
    Aldebaran Capital, LLCCarmel, IN · 147 clientsWealth manager
    Schwab 100%
    $167M
  2. 13178
    8th Street Investments, LLCAlexandria, VA · 58 clientsWealth manager
    Schwab 100%
    $167M
  3. 13179
    P.A.W. Capital Partners, LPGreenwich, CT · 57 clientsPrivate fund adviser
    Wells Fargo 100%
    $167M
  4. 13180
    Winthrop Square Capital, L.P.Boston, MA · 3 clientsPrivate fund adviser
    No custodian reported
    $167M
  5. 13181
    Strategic Financial Management, LLC27 clientsWealth manager
    J.P. Morgan 82%
    $167M
  6. 13182
    McDonnell Capital ManagementFrankfort, IL · 159 clientsWealth manager
    Schwab 100%
    $167M
  7. 13183
    Totem Macro Asset Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $167M
  8. 13184
    J.P. Capital Management, Inc.Eugene, OR · 43 clientsWealth manager
    Interactive Brokers 62%Schwab 38%
    $167M
  9. 13185
    Capital Gains IncorporatedNiles, IL · 9 clientsAsset manager
    Schwab 100%
    $167M
  10. 13187
    Epic FundsHermosa Beach, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $166M
  11. 13188
    Skybound Wealth USAHouston, TX · 339 clientsWealth manager
    No custodian reported
    $166M
  12. 13189
    Hunter Street Investment Advisors LLCApex, NC · 352 clientsWealth manager
    No custodian reported
    $166M
  13. 13190
    Conway Partners81 clientsWealth manager
    Schwab 100%
    $166M
  14. 13191
    TR Capital Management, LLCRockville Centre, NY · 7 clientsPrivate fund adviser
    Wilmington Trust 68%
    $166M
  15. 13194
    Retirement Resources, LLCAuburn Hills, MI · 391 clientsWealth manager
    Fidelity 100%
    $166M
  16. 13195
    Participant CapitalMiami, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $166M
  17. 13196
    Strong Retirement Solutions402 clientsWealth manager
    Fidelity 100%
    $166M
  18. 13197
    V29 Capital Management, LLC2 clientsPrivate fund adviser
    No custodian reported
    $166M
  19. 13198
    Anchor Health Capital, LLCChattanooga, TN · 9 clientsPrivate fund adviser
    No custodian reported
    $166M
  20. 13199
    W & S Management Services, Inc.Rochester, NY · 487 clientsWealth manager
    Schwab 100%
    $166M
  21. 13200
    Stolzer Rothschild Levy LLCBasking Ridge, NJ · 98 clientsWealth manager
    Schwab 100%
    $166M
  22. 13202
    Burgess Chambers & Associates IncOrlando, FL · 22 clientsAsset manager
    Schwab 100%
    $166M
  23. 13203
    Mutual Trust Advisory GroupEstero, FL · 176 clientsWealth manager
    Raymond James 100%
    $166M
  24. 13204
    Vestpointe Wealth Management, LLCScottsdale, AZ · 116 clientsWealth managerBank-affiliated
    Fidelity 100%
    $166M
  25. 13208
    Black Horse Wealth Management19 clientsWealth manager
    Schwab 100%
    $166M
  26. 13209
    Wisdom Financial PlanningTampa, FL · 185 clientsWealth manager
    No custodian reported
    $166M
  27. 13211
    Captar Private WealthSt. Louis Park, MN · 186 clientsWealth manager
    Fidelity 100%
    $166M
  28. 13212
    Curtis Capital AdvisorsOverland Park, KS · 82 clientsWealth manager
    Schwab 100%
    $166M
  29. 13213
    Cambier Capital, LLCNaples, FL · 93 clientsWealth manager
    Goldman Sachs 63%Schwab 37%
    $165M
  30. 13214
    Kissling Financial Services, LLCNew Castle, PA · 704 clientsWealth manager
    Schwab 100%
    $165M
  31. 13216
    Olive Street Capital Partners LLCLos Angeles, CA · 8 clientsWealth manager
    Merrill / Bank of America 38%Schwab 36%Fidelity 25%
    $165M
  32. 13217
    First and Main Financial122 clientsWealth manager
    Schwab 100%
    $165M
  33. 13221
    Expressive Wealth LLCChicago, IL · 165 clientsWealth manager
    Schwab 100%
    $165M
  34. 13222
    Effective Assets124 clientsWealth manager
    Schwab 100%
    $165M
  35. 13223
    Morrissey Wealth Management LLCNorth Haven, CT · 162 clientsWealth manager
    Schwab 100%
    $165M
  36. 13224
    Runnymede Capital Advisors, Inc.55 clientsWealth manager
    Schwab 100%
    $165M
  37. 13225
    Solas Bioventures Management, LLCChattanooga, TN · 12 clientsPrivate fund adviser
    No custodian reported
    $165M
  38. 13226
    Octo Capital, LLCBingham Farms, MI · 136 clientsWealth manager
    Schwab 100%
    $165M
  39. 13227
    Breachway Investments, LLCCharlestown, RI · 243 clientsWealth manager
    Schwab 100%
    $165M
  40. 13229
    Conifer Infrastructure PartnersSewickley, PA · 2 clientsPrivate fund adviser
    No custodian reported
    $165M

RIAs by state