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

96 firms manage $116 billionAxos

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. 9819
    Stewardship Advisory Group, LLCClermont, FL · 536 clientsWealth managerHybrid
    Axos 68%Schwab 32%
    $322M
  2. 9827
    Asset Preservation Group IncGrapevine, TX · 330 clientsWealth managerWrap sponsorHybrid
    Axos 85%
    $321M
  3. 9887
    BCA Private Wealth, Inc.Greenville, SC · 383 clientsWealth manager
    Schwab 82%
    $317M
  4. 9925
    Aurelius Family Office, LLCBedford, NH · 167 clientsWealth manager
    Axos 100%
    $315M
  5. 10121
    Mack Investment Securities, Inc.Northfield, IL · 673 clientsBroker-dealer firmHybrid
    Axos 76%SEI 24%
    $303M
  6. 10153
    Stangier Wealth ManagementClackamas, OR · 496 clientsWealth manager
    Axos 100%
    $300M
  7. 10209
    ITS Asset Management, L.P.North Haven, CT · 598 clientsWealth managerHybrid
    Axos 57%Fidelity 43%
    $298M
  8. 10382
    Rice Financial Consulting, Inc.LOS Gatos, CA · 369 clientsWealth manager
    Schwab 65%Axos 35%
    $287M
  9. 10947
    CMG Capital Management Group, Inc.Malvern, PA · 538 clientsWealth managerHybrid
    Axos 81%
    $257M
  10. 11286
    Interactive Financial AdvisorsNew Lenox, IL · 1,307 clientsWealth managerHybrid
    Axos 100%
    $240M
  11. 11287
    Storehouse Financial LLCFort Worth, TX · 1,346 clientsWealth manager
    Axos 82%
    $240M
  12. 11329
    CPR Investments IncRochester, MI · 1,172 clientsWealth managerHybrid
    Axos 87%
    $239M
  13. 11428
    St. Louis Financial Planners Asset Management, LLCChesterfield, MO · 446 clientsWealth manager
    Axos 100%
    $234M
  14. 11602
    Premier Estate Planners, LLCClinton Township, MI · 584 clientsWealth manager
    Axos 68%Schwab 32%
    $227M
  15. 11620
    Angelus Investment Consulting, Inc.Coral Gables, FL · 30 clientsWealth managerHybrid
    J.P. Morgan 61%Citi 23%
    $226M
  16. 11623
    Bullseye Investment Management, LLCCincinnciati, OH · 1,120 clientsWealth manager
    Axos 100%
    $226M
  17. 11679
    Wealth Teams AllianceIrvine, CA · 812 clientsWealth managerHybrid
    Axos 72%Schwab 28%
    $224M
  18. 11733
    Wisdom Index AdvisorsProsper, TX · 197 clientsWealth manager
    Schwab 100%
    $221M
  19. 11939
    Mathis Wealth ManagementPhoenix, AZ · 310 clientsWealth managerHybrid
    Axos 78%
    $213M
  20. 12057
    Seagull Lane Asset Management LLCHuntington Beach, CA · 350 clientsWealth managerHybrid
    Axos 100%
    $208M
  21. 12093
    ADC Wealth Management, LLCMassapequa, NY · 93 clientsWealth manager
    Interactive Brokers 53%Axos 47%
    $206M
  22. 12254
    Tranquilli Financial Advisor, LLCClinton, NJ · 225 clientsWealth manager
    Axos 100%
    $199M
  23. 12255
    Naviquant181 clientsAsset manager
    Empower Financial Services 46%Paychex Securities 33%
    $199M
  24. 12515
    Financial Strategies GroupFargo, ND · 659 clientsWealth managerHybrid
    Axos 86%
    $189M
  25. 12549
    Financial Consultants Group IncCumming, GA · 245 clientsWealth manager
    Axos 100%
    $188M
  26. 12833
    Wisconsin Wealth Advisors, LLCSun Prairie, WI · 293 clientsWealth managerHybrid
    Axos 100%
    $178M
  27. 12967
    Benchmark Capital Group LTD.Galena, IL · 166 clientsWealth manager
    Schwab 63%Axos 37%
    $174M
  28. 13273
    Main Advisory, Inc.Canonsburg, PA · 214 clientsWealth manager
    Fidelity 54%Axos 46%
    $163M
  29. 13285
    F.I.G. Financial Advisory Services, Inc.Oklahoma City, OK · 242 clientsWealth manager
    Axos 100%
    $162M
  30. 13430
    M2 Capital AdvisorsValencia, CA · 57 clientsAsset manager
    Axos 69%Matrix Trust 31%
    $158M
  31. 13536
    Elevage Partners, LLCReno, NV · 368 clientsWealth manager
    Axos 100%
    $155M
  32. 13618
    Apple Tree Asset Management, LLCFort Wayne, IN · 780 clientsWealth manager
    Schwab 81%
    $152M
  33. 13662
    Axos Invest, IncLAS Vegas, NV · 6,792 clientsWealth managerBank-affiliatedHybridAxos Clearing LLC, Axos Invest LLC, clears through Axos Clearing
    Axos 100%
    $151M
  34. 13703
    Portfolio Design Services, LLCRiver Falls, WI · 256 clientsWealth manager
    Axos 66%Schwab 34%
    $150M
  35. 13711
    Monson Wealth Management, Inc.Kennewick, WA · 364 clientsWealth manager
    Axos 100%
    $149M
  36. 13752
    Fairfax Global Investment Management LLC277 clientsAsset managerHybridFXI Barbados LTD, Lightspeed Financial Services Group LLC, clears through Interactive Brokers, Wedbush
    Axos 61%Schwab 39%
    $148M
  37. 13762
    Peachcap Tax & Advisory, LLCAtlanta, GA · 248 clientsWealth managerWrap sponsorHybridPeachcap Securities, Inc.
    Axos 81%
    $147M
  38. 13779
    Heritage Capital, LLCWoodbridge, CT · 146 clientsWealth manager
    Axos 100%
    $147M
  39. 13862
    BTS Asset Management, Inc.Lincoln, MA · 448 clientsWealth managerHybridBTS Securities Corporation
    Axos 100%
    $145M
  40. 13968
    Olympus Peaks Financial, LLCSandy, UT · 163 clientsWealth manager
    Axos 100%
    $141M

RIAs by state