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Est. 2026The front page of wealth managementNew York

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IN Inheritance conflict is the rule, not the exception, Wells Fargo findsIN Private equity leads public pension returns for 14th straight yearIN Medicare gaps leave retirees dangerously exposed to health care costsIN Taxable accounts surpass retirement savings as US households diversify portfoliosIN What a former RIA founder wants advisors to know about AIWM FINNY AI Partners with Visionary Square on ProspectingWM Healthspan Wealth Launches Platform for AdvisorsRB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of you
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas 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

51 firms manage $50 billionApex Fintech

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. 16223
    Public Advisors LLCNew York, NY · 4,521 clientsWealth managerHybridOpen TO the Public Investing, Inc.
    Apex Fintech 100%
    $19M
  2. 16279
    Balance Cash Management Inc.SAN Francisco, CA · 52 clientsAsset manager
    Apex Fintech 74%Bivo Financial 26%
    $12M
  3. 16385
    PensionbeeLondon, United Kingdom · 345 clientsWealth managerWrap sponsor
    Apex Fintech 0%
    $4M
  4. 16410
    StackwellBoston, MA · 3,924 clientsWealth manager
    Apex Fintech 100%
    $2M
  5. 16413
    MagnifiBoulder, CO · 7,648 clientsWealth manager
    Apex Fintech 100%
    $2M
  6. 16439
    Asesordeinversiones.com LTDRoad Town, Tortola, British Virgin IslandsAsset manager
    Apex Fintech 74%Stonex Financial 26%
    $1M
  7. 16450
    Sidepocket IncorporatedSAN Francisco, CA · 60 clientsWealth managerWrap sponsor
    Apex Fintech 100%
    $915K
  8. 16455
    Scout1,246 clientsWealth managerWrap sponsor
    Apex Fintech 100%
    $798K
  9. 16489
    Munifi, LLCHermosa Beach, CA · 7 clientsWealth manager
    Apex Fintech 100%
    $198K
  10. 16497
    WingNewport Beach, CA · 23 clientsWealth managerWrap sponsor
    Apex Fintech 100%
    $128K
  11. 16503
    Wealth More Enterprise, Inc.Philadelphia, PA · 89 clientsWealth managerWrap sponsor
    Apex Fintech 100%
    $100K

RIAs by state