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. 9246
    Maripau Wealth Management LLCFort Wayne, IN · 1,064 clientsWealth manager
    Fidelity 100%
    $364M
  2. 9249
    Decisionmap Wealth Management, LLCGreat Falls, VA · 159 clientsWealth manager
    Schwab 65%Fidelity 35%
    $363M
  3. 9260
    Motive Wealth Advisors, LLCBirmingham, MI · 88 clientsWealth manager
    Schwab 56%Fidelity 44%
    $363M
  4. 9262
    Income Focus Portfolio ManagementJackson, WY · 306 clientsWealth manager
    Schwab 50%Fidelity 50%
    $362M
  5. 9271
    Blue Ridge Wealth PlannersKnoxville, TN · 798 clientsWealth managerWrap sponsor
    Fidelity 100%
    $362M
  6. 9275
    COX Capital Management LLCAndover, MA · 216 clientsWealth manager
    Fidelity 100%
    $361M
  7. 9280
    Cordis Financial, LLCMinneapolis, MN · 273 clientsWealth manager
    Fidelity 66%Schwab 34%
    $361M
  8. 9286
    Jessup Wealth ManagementDayton, OH · 411 clientsWealth managerWrap sponsor
    Fidelity 100%
    $360M
  9. 9296
    Clearwave CapitalUpland, CA · 314 clientsWealth manager
    Fidelity 91%
    $359M
  10. 9298
    Abbot Financial Management, IncAndover, MA · 213 clientsWealth manager
    Fidelity 100%
    $359M
  11. 9302
    Aurora Investment Managers, LLCNaples, FL · 200 clientsWealth manager
    Schwab 86%
    $359M
  12. 9305
    Cloverfields Capital Group, LPMinneapolis, MN · 58 clientsWealth manager
    Fidelity 55%Northern Trust 45%
    $359M
  13. 9316
    Heritage Wealth ManagementHouston, TX · 218 clientsWealth managerWrap sponsor
    Fidelity 100%
    $358M
  14. 9319
    McDonald Capital ManagementLubbock, TX · 183 clientsWealth managerBank-affiliated
    Schwab 88%
    $358M
  15. 9321
    Conservative Wealth Management LLC68 clientsWealth manager
    Fidelity 100%
    $358M
  16. 9324
    Montvue Capital Management, Inc.Lynchburg, VA · 196 clientsWealth manager
    Fidelity 93%
    $357M
  17. 9325
    Houlihan Financial Resource Group, LTD.Ashburn, VA · 171 clientsWealth manager
    Fidelity 53%Schwab 47%
    $357M
  18. 9327
    Moment Private WealthSaint Louis, MO · 105 clientsWealth manager
    Fidelity 100%
    $357M
  19. 9330
    Alcyon Wealth PartnersYoungstown, OH · 395 clientsWealth manager
    Fidelity 100%
    $356M
  20. 9335
    Split Rock Private Trading and Wealth Management LLCCloquet, MN · 998 clientsWealth manager
    Fidelity 77%TradePMR / Robinhood 23%
    $356M
  21. 9337
    Monhegan Capital Management, LLCWealth manager
    Fidelity 100%
    $356M
  22. 9339
    Armor Investment Advisors, LLCRaleigh, NC · 206 clientsWealth manager
    Schwab 61%Fidelity 39%
    $356M
  23. 9351
    Bull Harbor Capital LLC.Bethesda, MD · 426 clientsWealth managerHybrid
    Fidelity 100%
    $355M
  24. 9361
    Life Planning Partners, Inc.Jacksonville, FL · 111 clientsWealth manager
    Fidelity 100%
    $354M
  25. 9366
    Targeted Financial Services, LLCSeminole, FL · 501 clientsWealth manager
    Fidelity 100%
    $353M
  26. 9377
    Trail Ridge Investment Advisors, LLCFort Collins, CO · 230 clientsWealth manager
    Fidelity 100%
    $353M
  27. 9381
    Fortress Financial Group, LLCRochester, MN · 330 clientsWealth managerWrap sponsor
    Fidelity 100%
    $352M
  28. 9400
    Three Bearings Fiduciary Advisors, Inc.Hampton, NH · 199 clientsWealth manager
    Fidelity 78%
    $351M
  29. 9412
    Superior Planning Wealth Management & Family OfficeSan Diego, CA · 516 clientsWealth managerHybrid
    Raymond James 42%Schwab 39%
    $350M
  30. 9414
    Empower Wealth ManagementCedar Park, TX · 551 clientsWealth manager
    Schwab 75%Fidelity 25%
    $349M
  31. 9418
    FWG Investments, LLCLexington, KY · 1,846 clientsWealth manager
    Fidelity 100%
    $349M
  32. 9422
    Factor Investing GroupWestborough, MA · 491 clientsWealth manager
    Fidelity 100%
    $349M
  33. 9423
    Arlen Capital, LLCWarwick, RI · 222 clientsWealth managerHybrid
    Pershing 96%
    $349M
  34. 9425
    Gainline Financial Partners, LLCLouisville, CO · 998 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $349M
  35. 9431
    Smartharvest Portfolios255 clientsWealth manager
    Schwab 90%
    $348M
  36. 9435
    4j Wealth Management, LLCMcLean, VA · 243 clientsWealth managerHybrid
    Fidelity 100%
    $348M
  37. 9441
    Cottonwood Capital AdvisorsIrving, TX · 210 clientsWealth manager
    Fidelity 100%
    $347M
  38. 9449
    Custos Family Office LLC67 clientsWealth managerWrap sponsor
    Pershing 77%Fidelity 23%
    $347M
  39. 9450
    Lodestone Wealth Management LLCSpokane, WA · 291 clientsWealth managerHybrid
    Schwab 80%
    $346M
  40. 9452
    WmgnaFarmington, CT · 326 clientsWealth managerHybrid
    Schwab 81%
    $346M

RIAs by state