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
FP Before recommending a 351 ETF, check for the pattern the IRS just made taxableIN Most Americans are OK with AI managing their money - but not how you thinkIN Goldman Sachs names record partner class with wealth in focusIN Advisor moves: Raymond James, Ameriprise and Cetera land $2B-plus in talentIN RIA moves: Tech-focused RIA BKFi expands with first acquisitionIN Gen X retirement automation habit leaves emergency savings behindIN Family money conversations start at the holiday table, advisors sayIN 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 2027
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. 16749
    Slavic Wealth Management, Inc.Boca Raton, FLAsset manager
    No custodian reported
    $0
  2. 16750
    Financial Scaffolding, LLCAsset manager
    No custodian reported
    $0
  3. 16751
    JB Wealth Advisors LLCNashville, TNAsset manager
    No custodian reported
    $0
  4. 16752
    Alpha VEE Advisors13 clientsAsset manager
    No custodian reported
    $0
  5. 16753
    Nauta Capital LLCAsset manager
    No custodian reported
    $0
  6. 16754
    Thoughtful Money LLCReno, NVAsset manager
    No custodian reported
    $0
  7. 16755
    CoveSanta Clara, CA · 2,127 clientsAsset manager
    No custodian reported
    $0
  8. 16756
    UTI Investments America LimitedSt Peter Port, GuernseyAsset manager
    No custodian reported
    $0
  9. 16757
    Greenportfolio Inc.346 clientsAsset manager
    No custodian reported
    $0
  10. 16758
    Findicia, Inc.Raleigh, NCAsset manager
    No custodian reported
    $0
  11. 16759
    Aviator's Wealth ManagementAsset manager
    No custodian reported
    $0
  12. 16760
    Bryant Park Funding CLO Management LLCNew York, NYAsset manager
    No custodian reported
    $0
  13. 16761
    Legacy Private Client ServicesPointe-Claire. QC, CanadaAsset manager
    No custodian reported
    $0
  14. 16762
    Mrbl Management, LLCNew York, NY · 1 clientsAsset manager
    No custodian reported
    $0
  15. 16763
    Alfa Algorithms HK LimitedTsim Sha Tsui, Kowloon, Hong KongAsset manager
    No custodian reported
    $0
  16. 16765
    Willow Partner Advisors, LLCPrides Crossing, MA · 977 clientsAsset manager
    No custodian reported
    $0
  17. 16766
    AdviceonlySan Diego, CAAsset manager
    No custodian reported
    $0
  18. 16767
    ERA Financial AdvisorsCovina, CAAsset manager
    No custodian reported
    $0
  19. 16768
    Treeview CapitalAsset manager
    No custodian reported
    $0
  20. 16769
    Legacy Wealth Advisor LLCLynchburg, VAAsset manager
    No custodian reported
    $0
  21. 16770
    Fbmc Retirement Solutions, LLCTallahassee, FL · 5 clientsAsset manager
    No custodian reported
    $0
  22. 16771
    Azoria Capital, Inc.Washington, DC · 3 clientsAsset manager
    No custodian reported
    $0
  23. 16774
    Star Harbor Investments IncAsset manager
    No custodian reported
    $0
  24. 16775
    Matson Capital LLCMason, OHAsset manager
    No custodian reported
    $0
  25. 16776
    Lakpa LLCVitacura, Santiago, ChileAsset manager
    No custodian reported
    $0
  26. 16778
    Cloverpoint, LLCMinneapolis, MN · 1 clientsAsset manager
    No custodian reported
    $0
  27. 16781
    Deep Blue CapitalNewport Beach, CAAsset manager
    No custodian reported
    $0
  28. 16782
    Portfolio Advisory PartnersNorth Brunswick, NJAsset manager
    No custodian reported
    $0
  29. 16783
    SenstomiSouthfield, MI · 2 clientsAsset manager
    No custodian reported
    $0
  30. 16784
    Sykon Asset Management LLCHarrison, NY · 1 clientsAsset manager
    No custodian reported
    $0
  31. 16786
    Quotient Wealth Asset Management, LLCDallas, TXAsset manager
    No custodian reported
    $0
  32. 16788
    Waldo.ai, Inc.New Haven, CTAsset manager
    No custodian reported
    $0
  33. 16791
    Mavs Wealth Management Group, LLCSt. Petersburg, FLAsset manager
    No custodian reported
    $0
  34. 16792
    Wealth Forward AdvisorsNew York, NYAsset manager
    No custodian reported
    $0
  35. 16793
    Ruben Cano ConsultingCali, ColombiaAsset manager
    No custodian reported
    $0
  36. 16794
    Cardone Wealth AdvisorsAventura, FLAsset manager
    No custodian reported
    $0
  37. 16795
    Excorde Capital LLCConshohocken, PAAsset manager
    No custodian reported
    $0
  38. 16796
    Scia NYNew York, NYAsset manager
    No custodian reported
    $0
  39. 16797
    Logiq Capital LLCJersey City, NJ · 1 clientsAsset manager
    No custodian reported
    $0
  40. 16799
    Enrich Finance LLCSan Francisco, CA · 92 clientsAsset manager
    No custodian reported
    $0

RIAs by state