Friday, November 6, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Cary Carbonaro wins lifetime honor at Women to Watch: 'I am so not done'FP Edward Jones CEO on the $1.4B Class B share sale and her succession plansFP IRS sets inflation adjustments for tax year 2027FP How advisors can help clients guard against Medicare fraudIN AI revolution in full swing, but it won’t replace advisors: HSBCIN Fintech bytes: Vestmark, NDEX, and Forms Logic partnerships sharpen RIA toolsIN Schwab's Jon Beatty favors crypto ETFs for advisor portfolios ahead of spot trading launchWM Q&A: $4.5B Kintra Wealth CEO Talks Recruitment Push Seeking Team PlayersWSR Mission Wealth’s John Wernz Discusses The Systems Behind RIA Organic GrowthWSR Trusted Advisor Search’s Dave Porter Discusses Leadership And Advisor Fit
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. 16455
    Scout1,246 clientsWealth managerWrap sponsor
    Apex Fintech 100%
    $798K
  2. 16456
    Traders A.i., Inc.Fairfax, VA · 1 clientsAsset manager
    No custodian reported
    $774K
  3. 16458
    Poket Financial, LLCCiudad De Buenos Aires 1414, Argentina · 8 clientsWealth manager
    No custodian reported
    $760K
  4. 16460
    Lati Capital3 clientsWealth manager
    No custodian reported
    $663K
  5. 16461
    Nine30 Advisors LLC140 clientsWealth manager
    No custodian reported
    $655K
  6. 16462
    Timberlink LLCJohns Creek, GAAsset manager
    Truist Bank 100%
    $594K
  7. 16465
    Investable80 clientsWealth manager
    Alpaca Securities 100%
    $490K
  8. 16467
    Adaptive Advisers, LLCBoston, MA · 2 clientsWealth manager
    No custodian reported
    $450K
  9. 16468
    Lloyd Tevis Investments, LLCLafayette, CA · 12 clientsWealth manager
    No custodian reported
    $435K
  10. 16470
    Xdus Fund AdvisorEast Longmeadow, MA · 1 clientsAsset manager
    No custodian reported
    $415K
  11. 16471
    Fountaindale, LLC10 clientsAsset manager
    No custodian reported
    $408K
  12. 16472
    Inversso, LLC66 clientsWealth manager
    Schwab 57%Interactive Brokers 43%
    $363K
  13. 16475
    Afinitiv LLCSheridan, WY · 9 clientsAsset manager
    No custodian reported
    $354K
  14. 16476
    OpenvestAventura, FL · 139 clientsWealth manager
    No custodian reported
    $353K
  15. 16477
    Elite PortfoliosCarmel by the Sea, CA · 1 clientsAsset manager
    No custodian reported
    $322K
  16. 16478
    Onlyfunds12 clientsWealth manager
    No custodian reported
    $314K
  17. 16479
    Unifimoney RIAAustin, TX · 460 clientsWealth manager
    No custodian reported
    $314K
  18. 16480
    Aureana Capital Management, LLC1 clientsPrivate fund adviser
    No custodian reported
    $308K
  19. 16481
    Sandlot Private Wealth LLCOrem, UT · 5 clientsWealth manager
    No custodian reported
    $305K
  20. 16482
    PMC Wealth, LLCClarence, NYWealth manager
    Schwab 100%
    $280K
  21. 16483
    Hudson House Capital IncorporatedLondon, United KingdomWealth manager
    Schwab 100%
    $280K
  22. 16484
    Sanostro AGZUG, Switzerland · 5 clientsWealth manager
    Binance 100%
    $260K
  23. 16485
    Mostt Inc.Sherman Oaks, CA · 1,230 clientsWealth manager
    No custodian reported
    $254K
  24. 16486
    Greenwood Investment Advisors, LLCAtlanta, GA · 3,818 clientsWealth manager
    No custodian reported
    $229K
  25. 16487
    Daba Advisors LLCMiami, FL · 137 clientsWealth manager
    BOA Capital Securities 100%
    $228K
  26. 16488
    L & B Realty Advisors, LLPDallas, TX · 12 clientsPrivate fund adviser
    No custodian reported
    $219K
  27. 16489
    Munifi, LLCHermosa Beach, CA · 7 clientsWealth manager
    Apex Fintech 100%
    $198K
  28. 16490
    Resource Capital Management, LLCReno, NV · 1 clientsWealth manager
    Wells Fargo 100%
    $180K
  29. 16491
    Strategic International2 clientsWealth manager
    Interactive Brokers 100%
    $177K
  30. 16492
    Exds CapitalWealth manager
    No custodian reported
    $172K
  31. 16493
    Shikhara Capital (hong Kong) Private Limited (company)Hong Kong, Hong Kong · 5 clientsPrivate fund adviser
    No custodian reported
    $164K
  32. 16494
    Path Digital Advisors, LLCChicago, IL · 1 clientsWealth manager
    No custodian reported
    $150K
  33. 16495
    Manzil Investment Advisors, LLC94 clientsWealth managerBank-affiliated
    No custodian reported
    $147K
  34. 16497
    WingNewport Beach, CA · 23 clientsWealth managerWrap sponsor
    Apex Fintech 100%
    $128K
  35. 16498
    Pioneer Administrative Services LTDHerzliya Pituach, Tel Aviv, Israel · 1 clientsWealth manager
    Bank Julius BAR & Co.ag 100%
    $105K
  36. 16501
    Champion Capital LLCGreenwood, CO · 1 clientsAsset manager
    No custodian reported
    $100K
  37. 16502
    Zero Labs Inc.San Francisco, CA · 125 clientsWealth manager
    No custodian reported
    $100K
  38. 16503
    Wealth More Enterprise, Inc.Philadelphia, PA · 89 clientsWealth managerWrap sponsor
    Apex Fintech 100%
    $100K
  39. 16504
    Pioneer Advisory LLCJersey City, NJ · 88 clientsWealth manager
    No custodian reported
    $95K
  40. 16505
    Borabond, LLCFramingham, MA · 207 clientsWealth manager
    Standard Bank 100%
    $83K

RIAs by state