Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K Social Security Database Cleanup Corrects 50 Million RecordsRB 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 2026FP 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 Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities
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

354 firms manage $207 billionInteractive Brokers

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. 16315
    Khaveen InvestmentsKuala Lumpur, Wilayah Perseketuan, Malaysia · 15 clientsWealth manager
    Interactive Brokers 100%
    $9M
  2. 16321
    U.S. Cherry LLCSt. Petersburg, FL · 160 clientsAsset manager
    Schwab 85%
    $8M
  3. 16327
    Blue Ocean Investment Partners19 clientsWealth managerWrap sponsor
    Interactive Brokers 100%
    $8M
  4. 16335
    Global Autotrading113 clientsWealth manager
    Interactive Brokers 76%Tradier Brokerage 24%
    $7M
  5. 16338
    Berlin Wealth Group AdvisorsColonia Granada, Mexico City, Mexico · 18 clientsWealth manager
    Interactive Brokers 100%
    $7M
  6. 16352
    Blue Sky Wealth Partners, LLC17 clientsWealth manager
    Interactive Brokers 100%
    $6M
  7. 16362
    Alphaai Capital Management205 clientsWealth manager
    Interactive Brokers 74%Alpaca Securities 26%
    $5M
  8. 16372
    Marketocracy Masters Capital Management LLCNorthville, MI · 18 clientsWealth manager
    Interactive Brokers 100%
    $5M
  9. 16374
    Cystein22 clientsWealth manager
    Interactive Brokers 100%
    $4M
  10. 16375
    ClarivorWealth manager
    Schwab 70%Interactive Brokers 30%
    $4M
  11. 16380
    Christmas Corporation44 clientsWealth manager
    Interactive Brokers 100%
    $4M
  12. 16394
    Wealthface LLCAl Maryah Island, Abu Dhabi, United Arab Emirates · 23 clientsWealth manager
    Interactive Brokers 100%
    $3M
  13. 16395
    Invex Next, LLCCoral Gables, FL · 76 clientsWealth managerHybridInvex, LLC.
    Interactive Brokers 100%
    $3M
  14. 16399
    Golden Jade Capital Management, LLC1 clientsWealth manager
    Interactive Brokers 100%
    $3M
  15. 16415
    I-Cthru Inc.8 clientsWealth manager
    Interactive Brokers 100%
    $2M
  16. 16419
    Swiss Alpine Wealth Management LLC6 clientsWealth manager
    Schwab 89%
    $2M
  17. 16423
    Nemo Capital10 clientsWealth manager
    Interactive Brokers 100%
    $2M
  18. 16431
    Wolverine Investment Advisors, LLCAtlanta, GA · 9 clientsWealth manager
    Interactive Brokers 100%
    $1M
  19. 16433
    Maat Investment Group GmbhMunich, Germany · 6 clientsWealth manager
    Interactive Brokers 100%
    $1M
  20. 16448
    Richmond CapitalMiami, FL · 7 clientsWealth managerHybrid
    Interactive Brokers 100%
    $927K
  21. 16452
    Lighthouse6 clientsWealth manager
    Interactive Brokers 100%
    $886K
  22. 16463
    Kubence1 clientsWealth managerHybrid
    Interactive Brokers 100%
    $570K
  23. 16464
    NPW Inc.Oakville, Ontario, CanadaWealth managerHybridNour Private Wealth Inc.
    Interactive Brokers 100%
    $536K
  24. 16472
    Inversso, LLC66 clientsWealth manager
    Schwab 57%Interactive Brokers 43%
    $363K
  25. 16491
    Strategic International2 clientsWealth manager
    Interactive Brokers 100%
    $177K
  26. 16496
    Bulltick4u Advisor, LLCMiami, FL · 5 clientsWealth managerHybridBulltick, LLC, clears through Pershing
    Interactive Brokers 100%
    $143K
  27. 16508
    SocialtraderSan Diego, CA · 31 clientsWealth manager
    Interactive Brokers 100%
    $73K
  28. 16510
    Arnie Advisors LLC1 clientsAsset manager
    Interactive Brokers 100%
    $52K
  29. 16518
    Cagr Finance LLCLewes, DEWealth manager
    Interactive Brokers 100%
    $32K
  30. 16524
    RewbixAustin, TX · 5 clientsWealth manager
    Interactive Brokers 0%Alpaca Securities 0%
    $20K
  31. 16526
    Quantca FinancialEdmonds, WA · 2 clientsWealth manager
    Interactive Brokers 100%
    $10K
  32. 16530
    EL Menudo Cuenta LLCMiami, FL · 11 clientsWealth managerWrap sponsor
    Interactive Brokers 100%
    $4K
  33. 16534
    Illuminate10 clientsWealth managerWrap sponsor
    Interactive Brokers 100%
    $2K
  34. 16539
    Endowe Advisory LLCSan Jose, CA · 3 clientsWealth manager
    Interactive Brokers 100%
    $0K

RIAs by state