Monday, October 26, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WSR Stop Asking For Referrals. Start Creating Introductions.IN Caregiving costs emerge as a midterm issue for older votersWSR Advisors Are Driving Meaningful Change Beyond Their Firms With Charitable WorkKC The 16 Best Financial Advisor Conferences To Attend In 2027IN Digital asset custody reshapes how banks compete in tokenized financeIN Fidelity's $100M custody minimum forces small RIAs to pick a pathIN Wealth firms report organic growth rebound, but process gaps persistIN Shareholder support rebounds even as proxy proposals hit new lowIN AI governance gaps leave RIAs exposed to a new wave of cyber threatsIN Home affordability crisis deepens as mortgage rates and hidden costs rise
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. 4123
    Lone View CapitalLos Angeles, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  2. 4124
    Sentinel Dome Partners, LLCBurlingame, CA · 24 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  3. 4126
    Tanglewood Total Wealth Management, Inc.Houston, TX · 417 clientsWealth manager
    Schwab 100%
    $1.6B
  4. 4128
    Sunstone PartnersSan Mateo, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  5. 4131
    Dune Real Estate Partners LPNew York, NY · 25 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  6. 4134
    Painswick Capital Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  7. 4135
    Lake Hill Capital Management, LLCNew York, NY · 2 clientsAsset manager
    SG Americas Securities 100%
    $1.6B
  8. 4137
    Locust Point CapitalMiami, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  9. 4138
    Homestead Capital USA, LLCSan Francisco, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  10. 4140
    Sweetwater Private EquityEncinitas, CA · 14 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  11. 4143
    ILS Advisory Services, LLCNashville, TN · 2 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  12. 4144
    Thrive Wealth Management, LLCAudubon, PA · 870 clientsWealth manager
    Schwab 100%
    $1.6B
  13. 4145
    Vercap Management LLCLos Angeles, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  14. 4146
    Petersen Hastings Wealth Advisors, Inc.Kennewick, WA · 1,309 clientsWealth manager
    LPL Financial 68%
    $1.6B
  15. 4148
    Astatine Investment PartnersGreenwich, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  16. 4150
    ATL Advisor LPNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  17. 4151
    Inverness Graham Investments, Inc.Wayne, PA · 29 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  18. 4152
    Brandywine Oak Private Wealth LLCKennett Square, PA · 507 clientsWealth manager
    Fidelity 100%
    $1.6B
  19. 4153
    Light Street Capital Management, LLCPalo Alto, CA · 24 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  20. 4156
    Delta-V Capital, LLCDenver, CO · 25 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  21. 4157
    Lab Quantitative Strategies, LLCDenver, CO · 3 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  22. 4161
    Abundance Wealth Counselors, LLCState College, PA · 511 clientsWealth manager
    Fidelity 100%
    $1.6B
  23. 4162
    Goodfinch Management, LLCSan Francisco, CA · 15 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  24. 4163
    LVM Capital Management LTDPortage, MI · 1,416 clientsWealth manager
    Schwab 100%
    $1.6B
  25. 4165
    Godsey & Gibb Wealth ManagementRichmond, VA · 831 clientsWealth manager
    Schwab 100%
    $1.6B
  26. 4166
    Sherman PortfoliosCoeur D'alene, ID · 6,652 clientsWealth manager
    No custodian reported
    $1.6B
  27. 4167
    Hercules Adviser LLCSan Mateo, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  28. 4168
    Royal Fund Management, LLCLady Lake, FL · 4,966 clientsWealth manager
    Schwab 100%
    $1.6B
  29. 4170
    OT Research8 clientsPrivate fund adviser
    Goldman Sachs 100%
    $1.6B
  30. 4171
    Burton Enright WelchWalnut Creek, CA · 652 clientsWealth manager
    Schwab 100%
    $1.6B
  31. 4172
    Roble, Belko and Company, Inc.Sewickley, PA · 248 clientsWealth manager
    Schwab 100%
    $1.6B
  32. 4173
    Gladstone ManagementLondon, United Kingdom · 4 clientsPrivate fund adviser
    Goldman Sachs 53%Morgan Stanley 26%
    $1.6B
  33. 4174
    Pekin Hardy Strauss, Inc.Chicago, IL · 743 clientsWealth manager
    Pershing 79%
    $1.6B
  34. 4175
    Regatta Capital Group, LLCEl Segundo, CA · 1,165 clientsWealth manager
    Fidelity 100%
    $1.6B
  35. 4177
    Annandale Capital, LLCDallas, TX · 220 clientsWealth manager
    Schwab 100%
    $1.6B
  36. 4178
    Keystone CapitalChicago, IL · 4 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  37. 4179
    CCM Investment Advisers, LLCColumbia, SC · 916 clientsWealth manager
    Schwab 79%
    $1.5B
  38. 4180
    Tritonpoint Wealth, LLCChevy Chase, MD · 347 clientsWealth manager
    Schwab 98%
    $1.5B
  39. 4182
    Defilade Capital Management, L.P.Emeryville, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  40. 4183
    Hark Capital Advisors LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $1.5B

RIAs by state