Wednesday, October 28, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Leading RIAs – EastIN Schwab IMPACT 2026 full conference coverageIN The pace of advisors going RIA is quickening, says Advisory Services Network’s Trey PrescottIN Schwab launches National RIA Day to recruit students into advisor industryIN Schwab IMPACT 2026 kicks off in BostonFP Plenty of red flags, few restrictions: Is FINRA's Rule 4111 working?IN Anthropic extends reach into advisory industry with slew of new partnersWM Wallace Finance Builds Tool to Capture Advisor KnowledgeFP Clients may value certifications more than they understand themIN Advisor optimism on organic growth clashes with reality: SEI
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. 5068
    Benchstone Capital Management LPNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  2. 5070
    Laurel Wealth Advisors, LLCCharlotte, NC · 547 clientsWealth manager
    Fidelity 89%
    $1.1B
  3. 5071
    Kings Court Capital PTE. LTDSingapore, Singapore, Singapore · 8 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  4. 5072
    Financial Advisors Network, Inc.Tustin, CA · 823 clientsWealth managerWrap sponsor
    Schwab 100%
    $1.1B
  5. 5073
    Deccan Value Investors L.P.7 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  6. 5074
    Upper90Providence, RI · 31 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  7. 5075
    Triasima Portfolio Management Inc.Montreal, Quebec, Canada · 56 clientsAsset manager
    RBC 100%
    $1.1B
  8. 5076
    Kian Capital Partners, LLCCharlotte, NC · 7 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  9. 5077
    Financial Advisory CorporationGrand Rapids, MI · 293 clientsWealth manager
    Schwab 100%
    $1.1B
  10. 5078
    Riverbend Capital Advisors, LLCChicago, IL · 239 clientsWealth manager
    Schwab 53%Fidelity 24%J.P. Morgan 23%
    $1.1B
  11. 5081
    The Clarus GroupHouston, TX · 613 clientsWealth manager
    Fidelity 59%Raymond James 41%
    $1.1B
  12. 5085
    Crest Rock PartnersDenver, CO · 4 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  13. 5086
    Minneapolis Portfolio Management Group, LLCWayzata, MN · 1,830 clientsWealth manager
    Schwab 100%
    $1.1B
  14. 5087
    Cohen CapitalChicago, IL · 1,478 clientsWealth managerWrap sponsor
    Fidelity 100%
    $1.1B
  15. 5088
    Enclave Advisors, LLCAustin, TX · 75 clientsWealth manager
    Schwab 92%
    $1.1B
  16. 5089
    Lyric Capital Management Group, L.P.New York, NY · 17 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  17. 5090
    Nexa Equity LLCSan Francisco, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  18. 5092
    Bruni J V & CoColorado Springs, CO · 386 clientsWealth manager
    Schwab 100%
    $1.1B
  19. 5093
    Stage Harbor FinancialWestwood, MA · 348 clientsWealth manager
    Fidelity 100%
    $1.1B
  20. 5094
    The Pacific Center for Financial ServicesDanville, CA · 789 clientsWealth manager
    Schwab 100%
    $1.1B
  21. 5096
    Financial ConsulateHunt Valley, MD · 849 clientsWealth manager
    Schwab 95%
    $1.1B
  22. 5097
    Night Owl Capital Management, LLCGreenwich, CT · 219 clientsWealth manager
    Fidelity 65%
    $1.1B
  23. 5098
    Presidio Investors LLCAustin, TX · 14 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  24. 5099
    New Harbor CapitalChicago, IL · 11 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  25. 5100
    Towneley Capital Management, Inc.Laguna Hills, CA · 240 clientsAsset manager
    Schwab 100%
    $1.1B
  26. 5102
    Tanara Wealth Management LLCLehi, UT · 390 clientsWealth manager
    Schwab 100%
    $1.1B
  27. 5103
    MakaroraNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  28. 5104
    Holt Capital Partners, L.P.Fort Worth, TX · 142 clientsWealth manager
    Schwab 85%
    $1.1B
  29. 5105
    CS Capital Management IncEl Segundo, CAAsset manager
    No custodian reported
    $1.1B
  30. 5106
    LFALugano - Ticino, Switzerland · 302 clientsWealth manager
    Banca Julius Baer Zurigo 63%
    $1.1B
  31. 5107
    The Joseph Group Capital ManagementColumbus, OH · 832 clientsWealth manager
    Schwab 100%
    $1.1B
  32. 5108
    Summit Peak Investments, LLC32 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  33. 5109
    Hunter Capital ManagementLombard, IL · 537 clientsWealth managerWrap sponsor
    No custodian reported
    $1.1B
  34. 5110
    Tri Locum Partners LPNew York, NY · 8 clientsPrivate fund adviser
    Morgan Stanley 100%
    $1.1B
  35. 5111
    Meson Quantitative Management LLCSan Francisco, CA · 4 clientsPrivate fund adviser
    Goldman Sachs 66%Interactive Brokers 34%
    $1.1B
  36. 5112
    Financial ConceptsColumbus, MS · 2,537 clientsWealth manager
    Capital Bank and Trust 100%
    $1.1B
  37. 5113
    Wescap GroupGlendale, CA · 331 clientsWealth manager
    Schwab 100%
    $1.1B
  38. 5114
    Dixon Financial Services335 clientsWealth manager
    Schwab 100%
    $1.1B
  39. 5115
    MAY River CapitalChicago, IL · 6 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  40. 5116
    TobamParis, France · 25 clientsPrivate fund adviser
    No custodian reported
    $1.1B

RIAs by state