Thursday, October 29, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
FP Wells Fargo raises hurdle for higher advisor payouts for first time in 5 yearsWM Schwab Survey: RIAs Are Shifting Growth Focus Beyond AUM to New Clients, ReferralsIN AI operating system race heats up as Nevis raises $70 millionFP When should RIAs hand clients to next-generation advisors?IN Taxes, alts, in the education spotlight at Schwab IMPACTIN Ameriprise’s Cracchiolo: There’s no retention program hereIN Schwab tells RIAs its wealth arm isn’t 'competing for new business'WM LPL-Affiliated Firm Sues Former Advisor, Cetera for Soliciting Clients, Stealing DataIN Vestmark, Allspring team up on advisor-built model portfoliosIN A successful AI workforce isn’t about agents, says Humanity Labs CEO
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. 6014
    Premier Financial Group IncEureka, CA · 593 clientsWealth manager
    No custodian reported
    $820M
  2. 6015
    FSA Wealth PartnersRockville, MD · 698 clientsWealth manager
    Schwab 100%
    $820M
  3. 6016
    Advisors Management Group IncLa Crosse, WI · 1,918 clientsWealth manager
    Schwab 100%
    $820M
  4. 6018
    Ccmp Growth, LPNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $819M
  5. 6019
    Greyrock Capital GroupChicago, IL · 4 clientsPrivate fund adviser
    No custodian reported
    $818M
  6. 6020
    Clear Brook Advisors, Inc.Boston, MA · 27 clientsWealth manager
    J.P. Morgan 91%
    $818M
  7. 6021
    A. N. Culbertson & Company, Inc.Charlottesville, VA · 315 clientsWealth manager
    Schwab 100%
    $818M
  8. 6022
    SSA Wealth AdvisorsZurich, Switzerland · 135 clientsAsset manager
    Bsisa 53%Banque SYZ SA 29%
    $817M
  9. 6023
    Manna Tree Partners, LLCDenver, CO · 12 clientsPrivate fund adviser
    No custodian reported
    $816M
  10. 6024
    Quadra Gestao De Recursos S.A.Sao Paulo, Brazil · 46 clientsPrivate fund adviser
    BNY 100%
    $816M
  11. 6025
    River Associates Investments, L.P.Chattanooga, TN · 2 clientsPrivate fund adviser
    No custodian reported
    $815M
  12. 6026
    Shulman Demeo Asset Management, LLCLake Success, NY · 356 clientsWealth managerWrap sponsor
    Schwab 100%
    $815M
  13. 6028
    Shoreline Equity Partners, LLCNeptune Beach, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $815M
  14. 6029
    Lorne Steinberg Wealth Management Inc.Montreal, Quebec, Canada · 1,047 clientsWealth manager
    National Bank Independent Network 100%
    $814M
  15. 6031
    Claritas CapitalNashville, TN · 108 clientsPrivate fund adviser
    No custodian reported
    $814M
  16. 6032
    CMH Wealth Management, LLCPortsmouth, NH · 326 clientsWealth manager
    Schwab 100%
    $813M
  17. 6033
    Kozak & Tripp Private Asset Management, Inc.Highlands Ranch, CO · 791 clientsWealth manager
    Schwab 100%
    $813M
  18. 6034
    Spectrum Financial Alliance, LTD., L.L.C.Nicholasville, KY · 674 clientsWealth manager
    Schwab 100%
    $813M
  19. 6035
    Divisar Capital Management, LLCSan Francisco, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $813M
  20. 6036
    Assetbuilder, Inc.Allen, TX · 720 clientsWealth manager
    No custodian reported
    $813M
  21. 6038
    Integris Wealth Management, LLCMonterey, CA · 355 clientsWealth manager
    Schwab 100%
    $812M
  22. 6039
    Franklin, Parlapiano, Turner & Welch LLCHouston, TX · 104 clientsWealth managerWrap sponsor
    Fidelity 100%
    $811M
  23. 6040
    Speyside Equity Advisers LLCAnn Arbor, MI · 2 clientsPrivate fund adviser
    No custodian reported
    $811M
  24. 6041
    Horizon Technology FinanceFarmington, CT · 1 clientsAsset manager
    No custodian reported
    $811M
  25. 6042
    Nelson Capital Management, LLCMenlo Park, CA · 214 clientsWealth manager
    Schwab 79%
    $811M
  26. 6043
    Stevens Capital PartnersOmaha, NE · 681 clientsWealth manager
    Fidelity 72%Schwab 28%
    $810M
  27. 6044
    Investment Management AssociatesGreenwood Village, CO · 383 clientsWealth manager
    Schwab 63%Fidelity 37%
    $810M
  28. 6045
    Navi Intl-Administradora E Gestora De Recursos Financeiros Ltda.Sao Paulo, Brazil · 1 clientsAsset manager
    Citi 100%
    $810M
  29. 6046
    The Advocate Group, LLCMinnetonka, MN · 394 clientsWealth manager
    Schwab 100%
    $810M
  30. 6047
    The Advisory Group of SAN Francisco, LLCSan Francisco, CA · 140 clientsWealth manager
    Schwab 100%
    $810M
  31. 6048
    Zanetti Financial, LLCAlbuquerque, NM · 1,481 clientsWealth manager
    No custodian reported
    $809M
  32. 6049
    Jack Creek Partners LLCNew York, NY · 3 clientsWealth manager
    No custodian reported
    $809M
  33. 6050
    Tanglewood Legacy Advisors, LLCHouston, TX · 172 clientsWealth manager
    LPL Financial 85%
    $809M
  34. 6051
    EFG Asset Management (north America) CorpPortland, OR · 4 clientsPrivate fund adviser
    Pershing 100%
    $809M
  35. 6053
    Sunburst Financial Group, LLCVestavia Hills, AL · 877 clientsWealth manager
    Schwab 100%
    $808M
  36. 6054
    RmwcNew York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $807M
  37. 6055
    Proventus AGZurich, Switzerland · 88 clientsWealth manager
    BW Bank 36%Bank Julius BAR 30%
    $807M
  38. 6056
    Capital Innovations, LLCWaukesha, WI · 6 clientsAsset manager
    No custodian reported
    $807M
  39. 6058
    Mayfair Advisory Group, LLCBirmingham, AL · 395 clientsWealth manager
    Schwab 77%Fidelity 23%
    $806M
  40. 6059
    Droms Strauss Wealth ManagementSt. Louis, MO · 420 clientsWealth manager
    Schwab 100%
    $806M

RIAs by state