Thursday, October 22, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB 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 youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAs
AtlasFinancial ADVSR
Open free

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

13 firms manage $7.6 billionAssetmark

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. 3366
    Gateway Wealth Partners, LLCAppleton, WI · 7,382 clientsWealth managerWrap sponsorHybrid
    LPL Financial 75%Assetmark 25%
    $2.3B
  2. 4371
    Pinkerton Wealth PartnersCoeur D'alene, ID · 1,262 clientsWealth managerHybrid
    Schwab 99%
    $1.4B
  3. 5423
    American Independent Securities Group, LLCEagle, ID · 4,385 clientsBroker-dealer firmHybridAmerican Independent Securities Group, LLC
    RBC 72%Assetmark 28%
    $986M
  4. 5935
    TFB Advisors, LLCOverland Park, KS · 1,355 clientsWealth managerHybrid
    Schwab 59%Assetmark 41%
    $840M
  5. 9351
    Bull Harbor Capital LLC.Bethesda, MD · 426 clientsWealth managerHybrid
    Fidelity 100%
    $355M
  6. 9539
    Post Resch Tallon GroupPittsford, NY · 440 clientsWealth managerHybrid
    Schwab 89%
    $340M
  7. 10095
    Oakwood Capital, Inc.St. Louis Park, MN · 616 clientsWealth managerHybridOakwood Capital Securities, Inc.
    RBC 55%Schwab 42%
    $304M
  8. 10810
    Harmony Point Wealth Advisors, Inc.Irvine, CA · 272 clientsWealth managerHybrid
    Assetmark 96%
    $263M
  9. 11121
    Emergent Wealth Advisors, LLCWilliamsville, NY · 370 clientsWealth manager
    Schwab 93%
    $249M
  10. 11890
    Eastsound Capital Advisors, LLC247 clientsWealth manager
    Schwab 74%
    $215M
  11. 14519
    Lone Peak AdvisersDraper, UT · 905 clientsWealth managerHybridTransitional Broker LLC
    Schwab 69%Assetmark 28%
    $125M
  12. 14688
    The Wealth BoutiqueChester, NJ · 317 clientsWealth managerWrap sponsor
    Assetmark 72%LPL Financial 28%
    $121M
  13. 15395
    Ensign Advisory Partners LLCGilbert, AZ · 304 clientsWealth manager
    Assetmark 100%
    $101M

RIAs by state