Thursday, November 5, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Mercer Advisors snaps up AI-native tax firm Fifteenth in tech-forward dealIN Athlete wealth management demands a new advisor mindset, says UBS sports headIN Richmond duo with $1.2B in assets joins Raymond James from TruistIN US ETF flows hit $204BN in October as fixed income sets recordIN NewEdge Wealth adds former Florida Atlantic Securities CEO to Coral Gables officeIN Nominations now open for 5-Star Financial Planners 2027RB Craig Siegenthaler sat out the Oct. 29 Ameriprise conference call but three of his peers asked about the 'elephant' he cited in double-downgrading the broker's stock ten days earlier, triggering a share price diveIN Large RIAs name ChatGPT, Copilot and Claude in job posts far more than advisor AI toolsFP The 'advisor paradox' of clients who trust AI for financial adviceWM Trusts & Estates: November 2026 Digital Edition
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. 15139
    Arch Partners Wealth Management, Inc.Watkinsville, GA · 251 clientsWealth manager
    Schwab 100%
    $109M
  2. 15140
    RLJ Equity Partners, LLCBethesda, MD · 2 clientsPrivate fund adviser
    No custodian reported
    $109M
  3. 15144
    Finish Well RIA LLCColumbus, OH · 310 clientsWealth manager
    Schwab 100%
    $109M
  4. 15145
    A Better Way Financial, LLCAllentown, PA · 354 clientsWealth manager
    Schwab 100%
    $109M
  5. 15146
    Pavlic Investment Advisors, Inc.Delafield, WI · 87 clientsWealth manager
    Schwab 100%
    $109M
  6. 15147
    Toams FinancialJacksonville, FL · 620 clientsWealth manager
    Altruist 78%
    $109M
  7. 15148
    Capital Endurance Group, IncAlpharetta, GA · 65 clientsWealth manager
    Fidelity 91%
    $109M
  8. 15149
    Islet Management, LPNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $109M
  9. 15150
    Blue Granite Capital, LLCCharleston, SC · 40 clientsWealth manager
    Pershing 100%
    $109M
  10. 15151
    A. J. Perry & Co.Towson, MD · 97 clientsWealth manager
    No custodian reported
    $109M
  11. 15152
    Northbrook FinancialBaltimore, MD · 127 clientsWealth manager
    Schwab 74%
    $109M
  12. 15153
    Eden Capital Management, LLC161 clientsWealth manager
    Schwab 100%
    $109M
  13. 15154
    Five Mile River Investment Management, LLC110 clientsWealth manager
    RBC 100%
    $109M
  14. 15155
    Rooted Financial Group, LLCTigard, OR · 254 clientsWealth manager
    Schwab 100%
    $109M
  15. 15156
    Safe Harbor Retirement Planners296 clientsWealth manager
    Goldman Sachs 92%
    $109M
  16. 15158
    AII Capital Management, LLCMoorpark, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $109M
  17. 15159
    Ten Peaks Partners L.L.C.Clayton, MO · 27 clientsAsset manager
    Vanguard 84%
    $109M
  18. 15161
    Double Eagle Wealth Management LLCDallas, TX · 89 clientsWealth manager
    Schwab 82%
    $109M
  19. 15163
    L&s Private Wealth, LLCOklahoma City, OK · 102 clientsWealth manager
    Schwab 100%
    $109M
  20. 15164
    JRP Capital CorpDublin, OH · 165 clientsWealth manager
    No custodian reported
    $109M
  21. 15165
    Greenbrook Management, LLCNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $108M
  22. 15166
    Triple Summit Advisors, LLC172 clientsWealth manager
    Schwab 73%Interactive Brokers 27%
    $108M
  23. 15167
    Charlesbridge AdvisorsDedham, MAAsset manager
    Schwab 100%
    $108M
  24. 15168
    Montello Wealth Management, Inc.Palm Beach Gardens, FL · 502 clientsWealth manager
    No custodian reported
    $108M
  25. 15169
    Standard Partners LLCBethesda, MD · 49 clientsPrivate fund adviser
    Schwab 100%
    $108M
  26. 15170
    Powerhouse Financial Advisors, Inc.Minden, NV · 226 clientsWealth manager
    Schwab 83%
    $108M
  27. 15171
    Schnall Advisory Services, Inc31 clientsWealth manager
    No custodian reported
    $108M
  28. 15172
    Peapod Lane Capital LLCBedford Hills, NY · 32 clientsAsset manager
    Northern Trust 48%Schwab 32%
    $108M
  29. 15173
    Panteles AdvisorsArgyle, TX · 39 clientsWealth manager
    No custodian reported
    $108M
  30. 15174
    Federmann Financial Advisors Inc.Rocky Point, NY · 58 clientsWealth manager
    Fidelity 81%
    $108M
  31. 15178
    Schlosser Financial Services, Inc.219 clientsWealth manager
    No custodian reported
    $108M
  32. 15181
    Jayco Wealth Management57 clientsWealth manager
    Schwab 100%
    $108M
  33. 15182
    Nautilus Wealth AdvisorsIndialantic, FL · 79 clientsWealth manager
    Raymond James 100%
    $108M
  34. 15183
    Sumnicht & Associates, LLCAppleton, WI · 10 clientsWealth manager
    Fidelity 100%
    $108M
  35. 15184
    AQILone Tree, COAsset manager
    Schwab 100%
    $108M
  36. 15185
    River1 Asset Management LLCMilwaukee, WI · 1 clientsAsset manager
    No custodian reported
    $108M
  37. 15186
    Camelot Event-Driven Advisors, LLCMaumee, OH · 2 clientsAsset manager
    No custodian reported
    $108M
  38. 15187
    Whealthy Empowerment Network158 clientsWealth manager
    Schwab 100%
    $108M
  39. 15188
    NYE Wealth Management LLCHudson, OH · 225 clientsWealth manager
    Schwab 100%
    $108M
  40. 15189
    Milborn Advisors, LTDMilwaukee, WI · 181 clientsWealth manager
    Schwab 100%
    $108M

RIAs by state