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
WM Should Your Firm Adopt an AI and Cybersecurity Policy Statement?IN Modera Wealth plants West Coast flag with $750M RS Crum dealWM Creative Planning Acquires Syracuse-Based RIA Overseeing $2.2BSEC SEC Adopts Amendments to Update Definitions of Small Entity for Investment Companies and Investment AdvisersIN Integrated Private Wealth adds four to leadership, advisory benchWM Stock-Market Gains Are Weakest After Midterm Results Like TheseIN UBS breakaway Cleros Wealth launches $3.61B RIA with Elevation PointFP Rising living costs put retirement security under pressureWSR Rising Rates, Diesel And Charitable WorkWSR Helping HNW Clients Adjust Charitable Giving To New Tax Rules
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. 14045
    Raven Capital Management LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $139M
  2. 14046
    Legacy Financial Advisors216 clientsWealth manager
    Schwab 100%
    $139M
  3. 14047
    Benold Financial Planning60 clientsWealth manager
    Fidelity 100%
    $139M
  4. 14048
    Rand Advisors, LLC3 clientsPrivate fund adviser
    No custodian reported
    $139M
  5. 14049
    Stonebriar Wealth, LLCLehi, UT · 505 clientsWealth manager
    Fidelity 100%
    $139M
  6. 14050
    Integra Financial, Inc.Greenwood Village, CO · 113 clientsWealth managerWrap sponsor
    Schwab 100%
    $139M
  7. 14051
    Twenty Twenty Investment Advisors, LLC341 clientsWealth manager
    Schwab 100%
    $139M
  8. 14052
    Gunder Wealth Management, LLC111 clientsWealth manager
    Schwab 100%
    $139M
  9. 14053
    Southpaw CP Manager LPDallas, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $139M
  10. 14054
    Brooktree Capital Management Inc.Grand Rapids, MI · 74 clientsWealth manager
    Schwab 100%
    $139M
  11. 14055
    Silverhawk Capital Partners, LLCOverland Park, KS · 5 clientsPrivate fund adviser
    No custodian reported
    $139M
  12. 14056
    Advantage Investing, Inc.Coral Gables, FL · 372 clientsAsset manager
    Schwab 100%
    $139M
  13. 14057
    Blair Hall Advisors, LLC48 clientsWealth manager
    Schwab 100%
    $139M
  14. 14058
    Saratoga Capital Management, LLCAvondale, AZ · 1 clientsAsset manager
    No custodian reported
    $139M
  15. 14059
    Wisdom Wealth Investment Advisors LLCPhoenix, AZ · 271 clientsWealth manager
    Schwab 80%
    $139M
  16. 14060
    Broussard Financial Group, LLCKaplan, LA · 191 clientsWealth manager
    Schwab 100%
    $139M
  17. 14061
    Pennantpark Private Income Fund Advisers LLCMiami Beach, FL · 1 clientsAsset manager
    No custodian reported
    $139M
  18. 14062
    Dorato Capital Management94 clientsWealth manager
    No custodian reported
    $139M
  19. 14063
    Metanoia Financial, LLC151 clientsWealth manager
    Schwab 100%
    $139M
  20. 14064
    Howland and Associates, LLCSt Petersburg, FL · 67 clientsWealth manager
    Schwab 100%
    $139M
  21. 14065
    Revere Capital Management LPDallas, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $139M
  22. 14066
    Marchand Faries Financial Management, Inc.90 clientsWealth manager
    Schwab 100%
    $139M
  23. 14067
    Wynwood Capital, LLC1 clientsAsset manager
    No custodian reported
    $139M
  24. 14068
    Strategic Probability Partners, LLC8 clientsWealth manager
    Schwab 100%
    $139M
  25. 14069
    Hull Wealth ManagementMurfreesboro, TN · 202 clientsWealth manager
    Fidelity 100%
    $139M
  26. 14070
    Constantine Barry Asset Management (cbam)New York, NY · 59 clientsWealth manager
    RBC 52%Bergos AG 48%
    $139M
  27. 14072
    Centerpiece Wealth AdvisorGreenwood Village, CO · 75 clientsWealth managerWrap sponsor
    Fidelity 100%
    $139M
  28. 14074
    Stone Loft Wealth Management LLC28 clientsWealth manager
    Schwab 100%
    $139M
  29. 14075
    The Wealth ConservatoryLebanon, NH · 124 clientsWealth manager
    Schwab 100%
    $138M
  30. 14076
    Blueprint Wealth Management106 clientsWealth manager
    Schwab 100%
    $138M
  31. 14077
    SWP Investment Management LLCIndependence, OH · 1 clientsAsset manager
    No custodian reported
    $138M
  32. 14080
    Garrison Bradford & Associates IncNew York, NY · 92 clientsWealth manager
    Morgan Stanley 64%
    $138M
  33. 14081
    Stratton Capital Investment Advisory LLCNew York, NY · 663 clientsWealth manager
    Schwab 97%
    $138M
  34. 14082
    Wildes Financial Strategies, IncGeorgetown, SC · 422 clientsWealth managerWrap sponsor
    Schwab 100%
    $138M
  35. 14083
    Maya Advisors, Inc.Palo Alto, CA · 39 clientsWealth manager
    Schwab 100%
    $138M
  36. 14084
    Paragon Investing, LLC184 clientsWealth manager
    Schwab 100%
    $138M
  37. 14085
    Mark Bell Advisory Services, Inc.Chicago, IL · 27 clientsWealth manager
    Schwab 100%
    $138M
  38. 14086
    Calamita Wealth ManagementCharlotte, NC · 110 clientsWealth manager
    Schwab 100%
    $138M
  39. 14087
    Burr Financial Services, LLC159 clientsWealth manager
    Schwab 100%
    $138M
  40. 14088
    Arbor Wealth Management, LLCTempe, AZ · 111 clientsWealth manager
    Schwab 100%
    $138M

RIAs by state