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. 9766
    Base Wealth ManagementLakewood Ranch, FL · 862 clientsWealth manager
    Schwab 73%Fidelity 27%
    $326M
  2. 9773
    Hurley Capital, LLCNew York, NY · 187 clientsWealth manager
    Schwab 96%
    $326M
  3. 9782
    Strategic Wealth Advisors, LLC111 clientsWealth manager
    Schwab 82%
    $325M
  4. 9783
    Catawba River CapitalLake Wylie, SC · 275 clientsWealth manager
    Fidelity 100%
    $325M
  5. 9792
    Kennicott Capital Management LLC55 clientsWealth manager
    Fidelity 100%
    $324M
  6. 9807
    Carswell Investments, LLCEast Syracuse, NY · 175 clientsWealth manager
    Fidelity 100%
    $322M
  7. 9810
    Forte Asset Management, LLC64 clientsWealth manager
    Fidelity 100%
    $322M
  8. 9815
    Reik & Co., LLC60 clientsWealth manager
    Morgan Stanley 86%
    $322M
  9. 9827
    Asset Preservation Group IncGrapevine, TX · 330 clientsWealth managerWrap sponsorHybrid
    Axos 85%
    $321M
  10. 9828
    Advisors Financial, Inc.McLean, VA · 225 clientsWealth manager
    Fidelity 100%
    $321M
  11. 9831
    Toomey Investment Management, IncWallingford, CT · 1,302 clientsWealth managerHybrid
    Fidelity 100%
    $321M
  12. 9833
    Meadowbrook Advisors142 clientsWealth managerHybrid
    Fidelity 100%
    $321M
  13. 9837
    Sentinel Advisory Group, LLCMiddleton, WI · 381 clientsWealth managerWrap sponsor
    Fidelity 100%
    $321M
  14. 9843
    Elevate Wealth ManagementSheridan, WY · 291 clientsWealth manager
    Fidelity 100%
    $320M
  15. 9844
    Alhambra Investment Management LLCPalmetto Bay, FL · 202 clientsWealth manager
    Fidelity 51%Schwab 49%
    $320M
  16. 9847
    Vista Finance, LLCClayton, MO · 98 clientsWealth managerBank-affiliated
    Fidelity 100%
    $320M
  17. 9873
    Openair Financial, LLCSouthlake, TX · 860 clientsWealth manager
    Schwab 97%
    $318M
  18. 9877
    Navigate 401k, LLCBirmingham, AL · 80 clientsAsset manager
    Fidelity 60%Principal 25%
    $318M
  19. 9879
    Meira WealthCoral Gables, FL · 183 clientsWealth manager
    Schwab 77%Fidelity 23%
    $318M
  20. 9898
    The Mustico Financial Group, Inc.Elmira, NY · 460 clientsWealth managerHybrid
    Schwab 86%
    $317M
  21. 9899
    Duet Advisory Services LLCBingham Farms, MI · 283 clientsWealth managerHybrid
    Schwab 79%
    $316M
  22. 9900
    Salvus Wealth Management, LLCRed Bank, NJ · 195 clientsWealth manager
    Fidelity 100%
    $316M
  23. 9919
    Thames Financial ManagementNorwich, CT · 302 clientsWealth manager
    Fidelity 100%
    $315M
  24. 9920
    Accelerate RetirementAliso Viejo, CA · 1,076 clientsWealth managerHybrid
    Fidelity 55%Schwab 45%
    $315M
  25. 9927
    Bonner & Smith, LLCLubbock, TX · 300 clientsWealth manager
    Fidelity 100%
    $315M
  26. 9932
    Define Financial, LLCSan Diego, CA · 119 clientsWealth manager
    Fidelity 100%
    $315M
  27. 9938
    Templeton & Phillips Capital Management, LLCLookout Mountain, TN · 47 clientsAsset manager
    Fidelity 54%State Street 46%
    $314M
  28. 9941
    Tieton Capital ManagementYakima, WA · 47 clientsAsset manager
    Schwab 34%BNY 29%
    $314M
  29. 9957
    Wellment FinancialElmhurst, IL · 405 clientsWealth manager
    Fidelity 100%
    $313M
  30. 9961
    Aspen Wealth Strategies, LLCArvada, CO · 363 clientsWealth manager
    Fidelity 100%
    $312M
  31. 9962
    Topel & Distasi Wealth Management, LLCBerkeley, CA · 223 clientsWealth manager
    Schwab 61%Fidelity 39%
    $312M
  32. 9964
    Glass Wealth Management Co., LLCSan Antonio, TX · 367 clientsWealth manager
    Fidelity 100%
    $312M
  33. 9966
    NfwmPlano, TX · 79 clientsWealth managerWrap sponsor
    Schwab 73%Fidelity 25%
    $312M
  34. 9979
    Mission Financial Group, LLCLas Vegas, NV · 376 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $311M
  35. 9986
    Two Point Capital Management, Inc.Pittsford, NY · 106 clientsWealth manager
    Fidelity 100%
    $311M
  36. 10011
    Milestone Asset Management Group, LLCAvon, CT · 214 clientsWealth manager
    Fidelity 100%
    $309M
  37. 10014
    Synergy Financial Partners, LLCDenver, CO · 526 clientsWealth managerHybrid
    Fidelity 100%
    $309M
  38. 10021
    Covington & Associates, Inc.Westfield, NJ · 45 clientsWealth manager
    Fidelity 86%
    $308M
  39. 10028
    Marathon Financial GroupBoston, MA · 118 clientsWealth manager
    Fidelity 100%
    $308M
  40. 10033
    Holland Advisory Services, Inc.Ormond Beach, FL · 527 clientsWealth manager
    Fidelity 100%
    $308M

RIAs by state