Sunday, October 25, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K 55ip Expands Unified Managed Accounts with BlackRockRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion
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

2,295 firms manage $19.1 trillionFidelity

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. 8464
    Cutler Capital ManagementWorcester, MA · 146 clientsWealth manager
    Fidelity 88%
    $431M
  2. 8465
    Steadmont Advisors, LLCBirmingham, AL · 339 clientsWealth manager
    Fidelity 100%
    $431M
  3. 8467
    White Pine Capital LLCBloomington, MN · 84 clientsWealth manager
    Fidelity 88%
    $431M
  4. 8478
    Square Wave CapitalBrooklyn, NY · 3 clientsPrivate fund adviser
    Fidelity 100%
    $429M
  5. 8484
    Longwall Family OfficeWestport, CT · 50 clientsWealth manager
    EFG Bank and Trust (bahamas) LTD 58%Fidelity 42%
    $428M
  6. 8485
    Providence Financial Advisors, LLCOverland Park, KS · 186 clientsAsset manager
    Schwab 65%Fidelity 35%
    $428M
  7. 8489
    McCarter Private Wealth Services LLCBoston, MA · 126 clientsWealth manager
    Fidelity 100%
    $428M
  8. 8509
    Omni 360 Wealth, Inc.Plainsboro, NJ · 385 clientsWealth manager
    Schwab 75%Fidelity 25%
    $426M
  9. 8523
    Ashdon Investment Management, LLCTullahoma, TN · 63 clientsWealth manager
    Fidelity 100%
    $425M
  10. 8526
    Lifemark Securities Corp.Rochester, NY · 1,053 clientsBroker-dealer firmHybrid
    Fidelity 55%Schwab 45%
    $425M
  11. 8532
    Hayek Kallen Investment Management L.L.C.Fairhope, AL · 200 clientsWealth manager
    Schwab 91%
    $424M
  12. 8538
    Geneva Partners, LLCLake Geneva, WI · 565 clientsWealth manager
    Fidelity 100%
    $424M
  13. 8549
    Congress Park Capital LLCSaratoga Springs, NY · 145 clientsWealth manager
    Fidelity 100%
    $422M
  14. 8559
    Graham, Bordelon, Golson & Gilbert, Inc.Monroe, LA · 207 clientsWealth managerHybrid
    Fidelity 100%
    $421M
  15. 8574
    Harlow Wealth Management, Inc.Vancouver, WA · 656 clientsWealth manager
    Schwab 54%Fidelity 46%
    $419M
  16. 8577
    Ridgewood InvestmentsSpringfield, NJ · 295 clientsWealth manager
    Schwab 52%Fidelity 47%
    $419M
  17. 8578
    Seabird Investment PartnersSan Diego, CA · 57 clientsAsset manager
    Fidelity 55%Schwab 45%
    $419M
  18. 8583
    Transce3nd LLCBuda, TX · 1,620 clientsWealth managerWrap sponsorHybrid
    Schwab 82%
    $419M
  19. 8587
    Aspect Partners, LLCFairfax, VA · 287 clientsWealth managerHybrid
    Fidelity 100%
    $418M
  20. 8591
    Quantum Private Wealth, LLCTampa, FL · 92 clientsWealth manager
    Fidelity 100%
    $418M
  21. 8596
    Flatrock Wealth Partners LLCNewport Beach, CA · 73 clientsWealth manager
    Schwab 54%Fidelity 46%
    $418M
  22. 8599
    Cedar Wealth Management72 clientsWealth manager
    Schwab 79%
    $417M
  23. 8601
    Castleview Partners, LLCDallas, TX · 594 clientsWealth managerHybrid
    Schwab 73%Fidelity 27%
    $417M
  24. 8606
    Two Prime Inc.30 clientsAsset manager
    Fidelity 98%
    $416M
  25. 8610
    Bard Associates IncChicago, IL · 181 clientsWealth manager
    Fidelity 58%Schwab 42%
    $416M
  26. 8611
    Jeffrey N. Mehler, CFP LLCEssex, CT · 177 clientsWealth manager
    Fidelity 100%
    $416M
  27. 8618
    Davidson Kahn Capital Management, LLCSherman Oaks, CA · 252 clientsWealth manager
    Schwab 70%
    $415M
  28. 8637
    Watershed Private WealthOak Brook, IL · 144 clientsWealth manager
    Fidelity 76%Schwab 24%
    $414M
  29. 8638
    Clearwell GroupTampa, FL · 60 clientsWealth manager
    Fidelity 84%
    $414M
  30. 8642
    Northbridge Financial Group, LLCTampa, FL · 487 clientsWealth managerWrap sponsorHybrid
    Schwab 46%LPL Financial 29%Fidelity 25%
    $413M
  31. 8645
    Aletheian Wealth Advisors LLCBellevue, WA · 137 clientsWealth manager
    Fidelity 100%
    $413M
  32. 8657
    Slagle Financial, LLC.Edwardsville, IL · 1,510 clientsWealth manager
    Fidelity 84%
    $412M
  33. 8668
    Access Financial Resources Inc.Oklahoma City, OK · 644 clientsWealth manager
    Fidelity 100%
    $411M
  34. 8671
    Sunbeam Capital Management, LLC47 clientsWealth manager
    Fidelity 56%Schwab 44%
    $410M
  35. 8673
    BemanagedGrand Rapids, MI · 1,072 clientsWealth manager
    Fidelity 75%Vanguard 25%
    $410M
  36. 8682
    Broadlake Financial ManagementSouth Burlington, VT · 463 clientsWealth manager
    Fidelity 86%
    $410M
  37. 8701
    KOM Wealth Management Group, LLCAppleton, WI · 575 clientsWealth manager
    Fidelity 100%
    $408M
  38. 8710
    Womack Wealth Management, Inc.Manhattan Beach, CA · 198 clientsWealth manager
    Schwab 61%Fidelity 39%
    $407M
  39. 8718
    Guerra Wealth AdvisorsMiami, FL · 3,007 clientsWealth managerWrap sponsor
    Fidelity 100%
    $406M
  40. 8719
    Ballast Rock Private WealthCharleston, SC · 251 clientsWealth managerHybridBallast Rock Capital LLC
    Fidelity 53%Schwab 47%
    $406M

RIAs by state