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. 8724
    Goodhaven Capital ManagementMillburn, NJ · 75 clientsAsset manager
    Fidelity 100%
    $405M
  2. 8734
    Arena Private WealthChicago, IL · 237 clientsWealth manager
    Fidelity 100%
    $405M
  3. 8738
    MB GEN WealthSpokane, WA · 123 clientsWealth manager
    Fidelity 70%Schwab 30%
    $404M
  4. 8739
    S Harris Financial Group, LLCSan Antonio, TX · 247 clientsWealth manager
    Fidelity 100%
    $404M
  5. 8740
    Dupree Financial Group, LLCLexington, KY · 825 clientsWealth manager
    Fidelity 94%
    $404M
  6. 8748
    Mainsail Financial GroupBellevue, WA · 426 clientsWealth manager
    Schwab 75%Fidelity 25%
    $404M
  7. 8752
    MAD River InvestorsBoston, MA · 101 clientsWealth manager
    Fidelity 100%
    $404M
  8. 8754
    Brown Edwards Wealth StrategiesLynchburg, VA · 217 clientsWealth manager
    Schwab 91%
    $403M
  9. 8755
    Forum Private Client GroupFishers, IN · 635 clientsWealth managerBank-affiliated
    Fidelity 100%
    $403M
  10. 8761
    LCM Capital Management IncChicago, IL · 473 clientsWealth managerWrap sponsor
    Schwab 51%Fidelity 49%
    $403M
  11. 8770
    Anderson Financial Strategies, LLCDayton, OH · 230 clientsAsset manager
    Schwab 59%
    $402M
  12. 8780
    Essential Partners LLCRancho Santa Fe,, CA · 58 clientsWealth manager
    Schwab 53%Fidelity 47%
    $401M
  13. 8782
    Insight Strategic Wealth LLCKnoxville, TN · 263 clientsWealth manager
    Schwab 77%Fidelity 23%
    $401M
  14. 8783
    The Capital Chart Room, LTDFort Worth, TX · 65 clientsAsset manager
    Fidelity 82%
    $401M
  15. 8787
    Cornerstone Financial Planning, LLCPortsmouth, NH · 247 clientsWealth manager
    Fidelity 100%
    $401M
  16. 8805
    Lester Financial Group, LLCChampaign, IL · 784 clientsWealth manager
    Fidelity 100%
    $399M
  17. 8812
    Raleigh Capital Management Inc.Cary, NC · 470 clientsWealth managerHybrid
    Fidelity 100%
    $398M
  18. 8823
    Centennial Wealth Advisory, LLCTraverse City, MI · 1,354 clientsWealth manager
    Fidelity 100%
    $397M
  19. 8825
    Goodwin Investment AdvisoryWoodstock, GA · 402 clientsWealth manager
    Fidelity 100%
    $397M
  20. 8832
    Smedley Financial Services IncSalt Lake City, UT · 855 clientsWealth managerHybrid
    Fidelity 100%
    $397M
  21. 8835
    Family Wealth Advisory Group, LLCCincinnati, OH · 219 clientsWealth manager
    Fidelity 100%
    $396M
  22. 8838
    West Ridge AdvisorsHenderson, NV · 744 clientsAsset manager
    Schwab 46%Fidelity 35%
    $396M
  23. 8841
    Poinciana Advisors Group, LLCPalm Beach Gardens, FL · 112 clientsWealth manager
    Fidelity 100%
    $396M
  24. 8847
    MOR Wealth Management, LLCPhiladelphia, PA · 152 clientsWealth managerWrap sponsor
    Fidelity 100%
    $396M
  25. 8854
    Kiker Wealth Management, LLCJasper, GA · 901 clientsWealth manager
    Fidelity 100%
    $395M
  26. 8863
    Cargile Investment ManagementMidland, TX · 204 clientsWealth manager
    Schwab 66%Fidelity 34%
    $395M
  27. 8869
    Integrity Investment Advisors117 clientsWealth manager
    Schwab 72%Fidelity 28%
    $394M
  28. 8902
    Wealth Quarterback LLCToms River, NJ · 1,117 clientsWealth managerHybrid
    Fidelity 100%
    $391M
  29. 8906
    Post Oak Private Wealth AdvisorsHouston, TX · 377 clientsWealth manager
    Schwab 80%
    $391M
  30. 8917
    16th Amendment Advisors LLCNew York, NY · 80 clientsWealth manager
    Fidelity 46%Schwab 27%Raymond James 27%
    $390M
  31. 8918
    Ascend Interplay, LLCNew York, NY · 19 clientsWealth manager
    Fidelity 100%
    $390M
  32. 8933
    LBJ Family Wealth Advisors, LTD.Austin, TX · 94 clientsWealth manager
    Fidelity 100%
    $389M
  33. 8935
    Sentinel Wealth Management, Inc.Reston, VA · 97 clientsWealth manager
    Fidelity 100%
    $389M
  34. 8947
    Resolute Wealth Strategies, LLCJackson, MS · 301 clientsWealth manager
    Fidelity 100%
    $388M
  35. 8952
    Macroview Investment Management LLCBethesda, MD · 249 clientsWealth manager
    Fidelity 55%Schwab 32%
    $387M
  36. 8957
    Missionpoint Partners LLC4 clientsWealth manager
    Fidelity 100%
    $387M
  37. 8962
    1836 Asset Management, LLCGarland, TX · 48 clientsWealth manager
    Fidelity 100%
    $387M
  38. 8966
    DS Investment AdvisorsGrand Rapids, MI · 174 clientsAsset manager
    Fidelity 100%
    $386M
  39. 8979
    Ranch Capital Advisors Inc.Sarasota, FL · 425 clientsWealth manager
    Fidelity 100%
    $386M
  40. 9004
    Capital Management LLCGreensboro, NC · 238 clientsWealth managerHybrid
    Fidelity 51%Schwab 41%
    $383M

RIAs by state