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. 15190
    Forthright CapitalLas Vegas, NV · 987 clientsWealth manager
    Schwab 100%
    $108M
  2. 15191
    Legacy Partners Financial Group, LLCWoodstock, GA · 154 clientsWealth manager
    Schwab 100%
    $108M
  3. 15193
    Soulence Wealth ManagementPleasant Grove, UT · 410 clientsWealth manager
    Schwab 100%
    $108M
  4. 15195
    Idle Hill Advisors LLCGreenville, SC · 204 clientsWealth manager
    Schwab 100%
    $107M
  5. 15196
    Meschel Wealth Management LLC173 clientsWealth manager
    Schwab 100%
    $107M
  6. 15197
    One-Up FinancialErie, PA · 97 clientsWealth manager
    Schwab 100%
    $107M
  7. 15199
    North Bay Wealth ManagementPetaluma, CA · 138 clientsWealth manager
    Schwab 100%
    $107M
  8. 15200
    AMH Equity LTD1 clientsPrivate fund adviser
    No custodian reported
    $107M
  9. 15202
    Strickler Investment Services, LLCBrighton, MI · 282 clientsWealth managerWrap sponsor
    Fidelity 100%
    $107M
  10. 15204
    Hogan Investment Counsel, LLCCordova, TN · 207 clientsWealth manager
    Schwab 100%
    $107M
  11. 15205
    Total Wealth Advisors, LLCHopkins, MN · 92 clientsWealth managerWrap sponsor
    Schwab 100%
    $107M
  12. 15206
    Omnitrust Wealth Management, Inc.Jacksonville, FL · 348 clientsWealth manager
    Schwab 100%
    $107M
  13. 15208
    Turner Capital Investments, LLCAustin, TX · 337 clientsWealth manager
    Schwab 100%
    $107M
  14. 15210
    Purposeful Financial and Legacy Planning90 clientsWealth manager
    Schwab 99%
    $107M
  15. 15211
    Jordan Financial Life PlanningKenosha, WI · 206 clientsWealth manager
    Schwab 100%
    $107M
  16. 15213
    Amber Road Investors LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $107M
  17. 15214
    Jackson Wealth Management, LLCCastle Rock, CO · 126 clientsWealth manager
    Schwab 100%
    $107M
  18. 15215
    RK Asset Management81 clientsWealth manager
    Schwab 65%Wells Fargo 35%
    $107M
  19. 15216
    DC Capital Management, LLC84 clientsWealth manager
    Schwab 100%
    $107M
  20. 15217
    Saga Financial Management95 clientsWealth manager
    No custodian reported
    $107M
  21. 15218
    Muse Capital Management LLCSanta Monica, CA · 13 clientsWealth manager
    Schwab 55%J.P. Morgan 25%
    $107M
  22. 15219
    Trusco Investment Management, LLCNashville, TN · 30 clientsWealth manager
    Raymond James 100%
    $107M
  23. 15221
    KJ Capital Management LLC66 clientsWealth manager
    Schwab 100%
    $107M
  24. 15223
    Endure Capital, LLCLake Forest, CA · 75 clientsWealth manager
    Fidelity 82%
    $107M
  25. 15224
    Ella Financial AdvisingOakland, CA · 44 clientsWealth manager
    Schwab 100%
    $107M
  26. 15225
    Kalamata Asset Management LLCBethesda, MD · 2 clientsPrivate fund adviser
    No custodian reported
    $107M
  27. 15226
    EQV Advisory, LLCRaleigh, NC · 21 clientsWealth manager
    Pershing 82%
    $107M
  28. 15229
    Haynie Wealth Management LLCSalt Lake City, UT · 156 clientsWealth manager
    Altruist 100%
    $107M
  29. 15230
    Your IA, LLCSt. George, UT · 190 clientsWealth manager
    Schwab 100%
    $107M
  30. 15231
    Horse Cove Partners LLCAtlanta, GA · 40 clientsAsset manager
    Interactive Brokers 100%
    $107M
  31. 15232
    Coastal Wealth Advisors, LLCJohns Island, SC · 110 clientsWealth manager
    Schwab 100%
    $107M
  32. 15234
    Stage 2 Planning Partners LLCS Burlington, VT · 308 clientsWealth manager
    Assetmark Brokerage 93%
    $106M
  33. 15235
    Top Private WealthGlastonbury, CT · 150 clientsWealth manager
    LPL Financial 100%
    $106M
  34. 15237
    Thayer Financial, L.L.C.Hickory, NC · 125 clientsWealth manager
    Schwab 100%
    $106M
  35. 15238
    Mediate Financial Investment Advisory Services, LLCCanfield, OH · 354 clientsWealth manager
    Schwab 100%
    $106M
  36. 15239
    Fiduciary Advisor Advocates80 clientsAsset manager
    Schwab 77%Empower 23%
    $106M
  37. 15240
    S&f Investment AdvisorsEncino, CA · 172 clientsAsset manager
    Fidelity 100%
    $106M
  38. 15241
    Wealth Management Solutions168 clientsWealth manager
    Raymond James 100%
    $106M
  39. 15242
    Dillow Wealth Management LLCOak Brook, IL · 18 clientsWealth manager
    Schwab 100%
    $106M
  40. 15243
    Arcadius Capital Partners Inc.1 clientsPrivate fund adviser
    No custodian reported
    $106M

RIAs by state