Friday, October 30, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WSR CAPTRUST Adds About $1.1 Billion In Assets By Buying Washington RIAIN Rising Stars 2026: Turning complexity into confidenceIN The three ghosts of tax planning: Why advisors cannot afford to waitWM Celebrities & Wealth Series: NFL Pro Bowler D’Qwell JacksonIN Retirement healthcare costs: Advisors push HSAs to fill Medicare gapsIN LPL Financial adds $525M Georgia team from Northwestern MutualIN Inflation and debt leave four generations strained in retirement raceIN AI in asset management operations moves beyond fixing errors fasterIN Binance hack: $6.3 billion stolen in largest crypto heist in historyIN New platform aims to bridge health and financial planning for advisors
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

6,418 firms manage $13.6 trillionCharles Schwab

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. 12335
    J.K. Financial, Inc.Dallas, TX · 133 clientsWealth manager
    Schwab 100%
    $196M
  2. 12336
    J2 Capital Management, Inc.Troy, MI · 209 clientsWealth manager
    Schwab 100%
    $196M
  3. 12344
    Charter Wealth ManagementRaleigh, NC · 108 clientsAsset manager
    Schwab 55%Empower Financial Services 45%
    $196M
  4. 12345
    Clark & Stuart IncPortland, ME · 180 clientsWealth manager
    Schwab 100%
    $196M
  5. 12346
    Frazee Investment Consulting, Inc.Memphis, TN · 110 clientsWealth manager
    Schwab 100%
    $196M
  6. 12350
    Fort Street Asset Management LLCHonolulu, HI · 30 clientsPrivate fund adviser
    Interactive Brokers 70%Schwab 30%
    $195M
  7. 12351
    RMR Wealth ManagementNew York, NY · 189 clientsWealth managerHybrid
    Schwab 100%
    $195M
  8. 12352
    Westmark Wealth ManagementPhoenix, AZ · 575 clientsWealth manager
    Fidelity 80%
    $195M
  9. 12356
    FEG Curio Investment Partners, LLCCincinnati, OH · 15 clientsPrivate fund adviser
    Schwab 66%Fidelity 34%
    $195M
  10. 12360
    Columbia River Financial GroupVancouver, WA · 278 clientsWealth manager
    Schwab 100%
    $195M
  11. 12365
    Alpha DNA Investment ManagementColumbia, MD · 28 clientsAsset manager
    Schwab 100%
    $195M
  12. 12367
    Sensible Portfolios, LLC173 clientsWealth manager
    Schwab 87%
    $195M
  13. 12370
    3d Advisor Group, Inc.102 clientsWealth manager
    Schwab 100%
    $194M
  14. 12371
    Liberty Financial Group, Inc.Elm Grove, WI · 238 clientsWealth manager
    Schwab 98%
    $194M
  15. 12374
    Neil Jesani Wealth ManagementSunrise, FL · 95 clientsWealth manager
    Schwab 100%
    $194M
  16. 12377
    Townsend Wealth ManagementColumbus, GA · 179 clientsWealth manager
    Schwab 100%
    $194M
  17. 12378
    T.T.G. Financial, Inc.Canton, OH · 207 clientsWealth manager
    Schwab 100%
    $194M
  18. 12379
    Innovative Advisory GroupLexington, MA · 300 clientsWealth manager
    Schwab 86%
    $194M
  19. 12381
    Integrity Wealth Partners, LLCWalnut Creek, CA · 231 clientsWealth manager
    Schwab 100%
    $194M
  20. 12382
    Tetley Investments, LLCPark Ridge, IL · 172 clientsWealth manager
    Schwab 100%
    $194M
  21. 12386
    D. M. Brenner, Inc.Solana Beach, CA · 137 clientsWealth managerHybrid
    Schwab 100%
    $194M
  22. 12388
    One Wealth InvestorsBoca Raton, FL · 138 clientsWealth manager
    Schwab 100%
    $193M
  23. 12390
    Pine Haven Investment Counsel, Inc.84 clientsWealth manager
    Schwab 100%
    $193M
  24. 12391
    Future Financial Wealth Management Group, LLCCincinnati, OH · 218 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $193M
  25. 12392
    Dynamic Wealth AdvisorsSurprise, AZ · 315 clientsWealth manager
    Schwab 100%
    $193M
  26. 12395
    Retirement Plan Fiduciaries, LLC51 clientsAsset manager
    MID Atlantic Trust 38%
    $193M
  27. 12396
    Kastel Capital Advisors, LLCWellesley, MA · 67 clientsWealth manager
    Fidelity 72%Schwab 28%
    $193M
  28. 12397
    Balanced Rock Investment AdvisorsRoslindale, MA · 210 clientsWealth manager
    Schwab 100%
    $193M
  29. 12398
    3 Factor Indexing, LLC48 clientsWealth manager
    Schwab 100%
    $193M
  30. 12399
    January Capital Advisors LLCSan Francisco, CA · 186 clientsWealth managerWrap sponsor
    Schwab 100%
    $193M
  31. 12401
    Elemental Capital Partners LLC63 clientsWealth manager
    Schwab 100%
    $193M
  32. 12402
    Hinchley Advisory Group, LLCCentennial, CO · 296 clientsWealth manager
    Schwab 100%
    $193M
  33. 12403
    Willner & Heller LLCEncino, CA · 178 clientsWealth manager
    Schwab 100%
    $193M
  34. 12404
    East Guilford Financial Services LLCMadison, CT · 301 clientsWealth manager
    Schwab 100%
    $193M
  35. 12408
    Wickham Financial & Insurance ServicesMarietta, GA · 308 clientsWealth manager
    Schwab 100%
    $193M
  36. 12410
    Baybridge Capital Group, LLCLivermore, CA · 220 clientsWealth manager
    Schwab 100%
    $193M
  37. 12412
    Fulcrum Wealth ManagementPlano, TX · 487 clientsWealth managerWrap sponsor
    Schwab 83%
    $193M
  38. 12413
    Setchfield Asset ManagementBradenton, FL · 250 clientsWealth manager
    Schwab 100%
    $193M
  39. 12416
    Thomas LEO Advisory, LLCMinneapolis, MN · 145 clientsWealth manager
    Schwab 68%SEI 32%
    $193M
  40. 12418
    Davis Private Wealth, LLCRoyal Palm Beach, FL · 144 clientsWealth manager
    Schwab 100%
    $193M

RIAs by state