Wednesday, November 4, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Musk's SpaceX share pledge puts kids' investing on advisors' radarKC Hazards With Engaging Heirs Too Quickly: How Proactive Estate Settlement Can Disrupt Disclaimers By Triggering (Early) AcceptanceIN Advisor moves: Raymond James and LPL add veteran teams in Ohio and PennsylvaniaIN Institutional investor returns split as rising rates hit bond portfolios in Q3 2026IN RIA moves: succession, scale and new markets drive four dealsIN Home price growth slows as inventory and mortgage rates weigh on marketIN Democrats take Congress: what it means for your clientsFP The top 20 fee-only RIAs ranked by AUM in 2026RB Crisis of confidence still dogs 'Top Advisor' rankings, only months after ethics scandal rocked Forbes and cast shadow over Barron's, but the business is too lucrative to pass up for cash-hungry publications and attention-starved advisorsFP 'Don't trade the election': Advisors steady clients through midterm anxiety
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. 13758
    Plan2thrive FinancialEldridge, IA · 245 clientsWealth manager
    SEI 89%
    $148M
  2. 13759
    Stembrook Asset Management, LLCRed Bank, NJ · 37 clientsWealth manager
    Schwab 100%
    $148M
  3. 13760
    Renaissance AdvisorsRidgeland, MS · 343 clientsWealth manager
    RBC 100%
    $147M
  4. 13761
    Chung WU Investment Group, LLCSugar Land, TX · 127 clientsWealth manager
    Raymond James 100%
    $147M
  5. 13763
    Edmp, Inc.Lutz, FL · 115 clientsWealth manager
    Schwab 100%
    $147M
  6. 13764
    Blue Bear Financial, LLC163 clientsWealth manager
    Schwab 100%
    $147M
  7. 13765
    FIT Wealth ManagementCentennial, CO · 214 clientsWealth manager
    Schwab 100%
    $147M
  8. 13766
    Outlook Capital Management, LLCArlington Heights, IL · 90 clientsWealth manager
    No custodian reported
    $147M
  9. 13768
    Rabe Investment Consulting GroupRichfield, OH · 142 clientsWealth managerWrap sponsor
    TradePMR / Robinhood 100%
    $147M
  10. 13770
    Cross Border Financial Planning USA LLCPhiladelphia, PA · 166 clientsWealth managerWrap sponsor
    Schwab 100%
    $147M
  11. 13771
    DBA Big Money Retirement and Big RetirementGreenville, SC · 864 clientsWealth manager
    Schwab 100%
    $147M
  12. 13772
    Wealthpoint AdvisorsCramerton, NC · 380 clientsWealth manager
    Schwab 100%
    $147M
  13. 13773
    Spark Financial AdvisorsRichmond, VA · 164 clientsWealth manager
    Fidelity 51%Altruist 32%
    $147M
  14. 13774
    Cross Shore Capital Management, LLCGreat Neck, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $147M
  15. 13776
    Entelevest, LLCCoral Gables, FL · 162 clientsWealth manager
    Schwab 100%
    $147M
  16. 13777
    The Prosperity PeopleBellevue, KY · 170 clientsWealth manager
    Schwab 100%
    $147M
  17. 13778
    Holbrook Global StrategiesPalo Alto, CA · 35 clientsWealth manager
    No custodian reported
    $147M
  18. 13779
    Heritage Capital, LLCWoodbridge, CT · 146 clientsWealth manager
    Axos 100%
    $147M
  19. 13780
    Koon Financial Planning & Consulting/kfp&cGreenwood, IN · 163 clientsWealth manager
    No custodian reported
    $147M
  20. 13781
    Proficient Wealth Counselors, LLCNorwood, MA · 189 clientsWealth manager
    Schwab 100%
    $147M
  21. 13782
    Bucher Wealth AdvisorsSan Mateo, CA · 60 clientsWealth managerWrap sponsor
    Fidelity 100%
    $147M
  22. 13783
    CLF Asset Management, Inc.Madison, WI · 386 clientsWealth manager
    Schwab 64%Equity Trust 36%
    $147M
  23. 13784
    Hobbs Wealth ManagementZionsville, IN · 194 clientsWealth manager
    Schwab 100%
    $147M
  24. 13785
    Artience Capital Management, LLC34 clientsWealth manager
    Fidelity 100%
    $147M
  25. 13787
    Financial Advisory ServicesSalt Lake City, UT · 79 clientsWealth manager
    Schwab 100%
    $147M
  26. 13788
    Wealthgen Advisors, LLCSarasota, FL · 106 clientsWealth manager
    Schwab 86%
    $147M
  27. 13789
    Stone Steps Financial, LLCEncinitas, CA · 138 clientsWealth manager
    Schwab 100%
    $147M
  28. 13790
    Lucien Stirling & Gray Advisory Group IncAustin, TX · 147 clientsWealth manager
    Fidelity 94%
    $147M
  29. 13791
    Robostrategy AdvisorsSan Juan, PR · 1 clientsAsset manager
    No custodian reported
    $147M
  30. 13793
    Pinnacle Strategic Wealth Management, LLC.King of Prussia, PA · 501 clientsWealth manager
    No custodian reported
    $146M
  31. 13795
    Paramount Associates Wealth ManagementGreenwood Village, CO · 193 clientsWealth managerWrap sponsor
    Fidelity 100%
    $146M
  32. 13796
    Ulta Wealth Management, LLCLas Vegas, NV · 27 clientsWealth manager
    Fidelity 100%
    $146M
  33. 13797
    J. Mark Nickell & Co.Brentwood, TN · 49 clientsWealth manager
    Schwab 100%
    $146M
  34. 13798
    The Wealth Advantage Group, Inc.Columbus, OH · 135 clientsWealth manager
    Schwab 100%
    $146M
  35. 13799
    Fort Advisors IncAustin, TX · 414 clientsWealth manager
    Schwab 100%
    $146M
  36. 13800
    Birdrock WealthAustin, TX · 211 clientsWealth manager
    Schwab 100%
    $146M
  37. 13801
    Essex Ridge Capital Group, LLCSt. Louis, MO · 7 clientsWealth manager
    No custodian reported
    $146M
  38. 13803
    C&s InvestmentVaduz, Vaduz, Liechtenstein · 15 clientsPrivate fund adviser
    No custodian reported
    $146M
  39. 13804
    West Tower Group, LLCRichmond, VA · 4 clientsPrivate fund adviser
    No custodian reported
    $146M
  40. 13805
    The Life Group Financial ServicesDubuque, IA · 1,258 clientsWealth manager
    Schwab 78%Wells Fargo 22%
    $146M

RIAs by state