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. 10578
    Oasis AdvisorsForest City, IA · 5,051 clientsWealth managerHybrid
    Fidelity 100%
    $278M
  2. 10583
    HBE Wealth Management, LLCLincoln, NE · 258 clientsWealth manager
    Fidelity 100%
    $277M
  3. 10595
    JFR Financial Services, Inc.Trenton, MI · 597 clientsWealth managerHybrid
    Fidelity 100%
    $277M
  4. 10603
    Strauss Financial GroupHoover, AL · 213 clientsWealth manager
    Fidelity 100%
    $276M
  5. 10608
    Intrack Investment Management, Inc.South Burlington, VT · 189 clientsWealth manager
    Fidelity 100%
    $276M
  6. 10613
    Spectrum Strategic Capital Management, LLCCorvallis, OR · 313 clientsWealth manager
    Fidelity 100%
    $275M
  7. 10629
    Sutterfield Financial Group, Inc.Bartlesville, OK · 1,129 clientsWealth managerHybridPurshe Kaplan Sterling Investments, Inc., clears through National Financial Services (Fidelity)
    Fidelity 81%
    $274M
  8. 10652
    Bluestone Wealth Management LLCKeene, NH · 37 clientsWealth manager
    Fidelity 100%
    $273M
  9. 10655
    South Shore Capital Advisors, LLCBoston, MA · 96 clientsWealth manager
    Bordier & CIE 47%Schwab 41%
    $273M
  10. 10657
    Retirement Strategies, LTD.Dublin, OH · 419 clientsWealth managerHybrid
    Fidelity 100%
    $273M
  11. 10658
    E. A. Horwitz LLCDeerfield, IL · 369 clientsWealth managerWrap sponsorHybrid
    Fidelity 78%
    $273M
  12. 10661
    Alliance Wealth Management Partners LLCKnoxville, TN · 764 clientsWealth managerWrap sponsor
    Fidelity 88%
    $272M
  13. 10663
    Camelot Portfolios, LLCMaumee, OH · 791 clientsWealth managerHybrid
    Fidelity 51%Interactive Brokers 27%
    $272M
  14. 10665
    FirstmetricTroy, MI · 48 clientsWealth manager
    Schwab 98%
    $272M
  15. 10666
    Magnolia Private Wealth, LLCPhiladelphia, PA · 176 clientsWealth manager
    Schwab 53%Fidelity 47%
    $272M
  16. 10667
    Parker Financial LLCSilverdale, WA · 304 clientsWealth manager
    Fidelity 100%
    $272M
  17. 10675
    Crossgate Wealth Advisors, LLCNewtown, PA · 183 clientsWealth manager
    Fidelity 100%
    $272M
  18. 10682
    SK Advisor Network, LLCPlano, TX · 185 clientsWealth managerWrap sponsor
    Schwab 75%Fidelity 25%
    $272M
  19. 10694
    Hallador Investment Advisors, Inc.Reno, NV · 16 clientsPrivate fund adviser
    Fidelity 100%
    $271M
  20. 10702
    Corps Capital Advisors, LLCSouthlake, TX · 19 clientsWealth manager
    Fidelity 100%
    $270M
  21. 10712
    Client First Capital, LLC73 clientsWealth manager
    Fidelity 100%
    $270M
  22. 10742
    BPM Wealth Advisors, LLCSan Francisco, CA · 59 clientsAsset managerHybrid
    Fidelity 69%Schwab 31%
    $268M
  23. 10743
    Invested AdvisorsState College, PA · 283 clientsWealth manager
    Fidelity 85%
    $268M
  24. 10748
    Variant Private Wealth LLCTysons, VA · 205 clientsWealth managerWrap sponsor
    Fidelity 100%
    $267M
  25. 10760
    Prosser Creek Asset Management LLCCorte Madera, CA · 3 clientsAsset manager
    Fidelity 100%
    $267M
  26. 10762
    Live Oak Investment PartnersAustin, TX · 331 clientsWealth managerHybrid
    Fidelity 100%
    $266M
  27. 10766
    Tassel Capital Management, IncMatthews, NC · 245 clientsWealth manager
    Fidelity 100%
    $266M
  28. 10774
    Bernzott Capital AdvisorsCamarillo, CA · 214 clientsWealth manager
    Fidelity 100%
    $265M
  29. 10788
    Evergreen Private WealthGreenwood Village, CO · 170 clientsWealth managerWrap sponsor
    Fidelity 99%
    $265M
  30. 10791
    C.W. O'conner Wealth Advisors, Inc.Duluth, GA · 135 clientsWealth manager
    Fidelity 100%
    $265M
  31. 10821
    Salus Financial Advisors365 clientsWealth manager
    Fidelity 86%
    $263M
  32. 10825
    Waterstone Financial Advisory LLCFort Myers, FL · 291 clientsWealth manager
    Fidelity 100%
    $262M
  33. 10835
    Team Financial StrategiesAbilene, TX · 292 clientsWealth manager
    Fidelity 86%
    $262M
  34. 10846
    Sage Stone Wealth Management LLCLa Jolla, CA · 126 clientsWealth manager
    Fidelity 100%
    $261M
  35. 10851
    Corepath Wealth Partners LLCScottsdale, AZ · 230 clientsWealth manager
    Fidelity 100%
    $261M
  36. 10852
    Financial Designs Wealth ManagementMiami, FL · 181 clientsWealth managerHybrid
    Fidelity 100%
    $261M
  37. 10877
    Finley Financial, LLCLas Vegas, NV · 124 clientsWealth manager
    Fidelity 100%
    $260M
  38. 10878
    Bridge Generations Wealth ManagementSouth Miami, FL · 171 clientsWealth manager
    Fidelity 94%
    $260M
  39. 10885
    Braeburn Wealth Management, LLCMuskegon, MI · 454 clientsWealth manager
    Fidelity 100%
    $259M
  40. 10889
    Elevation Wealth Management179 clientsWealth manager
    Fidelity 100%
    $259M

RIAs by state