Saturday, October 31, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
FP Survey: Firms commit to marketing but aren't tracking the resultsFP High mortgage rates complicate the case for paying cash for a homeIN Advisor moves: Raymond James lands $700M Truist duo in FloridaFP Ask an Advisor: What non-AUM metrics do you use to measure your firm's success?SEC SEC Issues Exemptive Relief from Treasury Clearing Requirements for Certain Inter-Affiliate and Non-U.S. Repo TransactionsWM Wealth Firms Urge Patience on Anthropic IPOIN Schwab IMPACT 2026 full conference coverageWM Snowden Lane Settles SEC Charges Over Fee DisclosuresIN RIA M&A could hit an all-time high in 2026, says FP TransitionsIN Wirehouse moves: JPMorgan taps Merrill veteran for Southeast role as BofA beefs up OCIO team
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. 14630
    Coast Advisory LLCEast Troy, WI · 546 clientsWealth manager
    Schwab 100%
    $122M
  2. 14632
    Lionsbridge Wealth Management LLCJacksonville Beach, FL · 68 clientsWealth manager
    Schwab 100%
    $122M
  3. 14636
    Fnex Wealth, LLCIndianapolis, IN · 56 clientsWealth managerAffiliated broker-dealerApplied Capital, LLC
    Schwab 100%
    $122M
  4. 14637
    FSC Wealth Advisors, LLCFishkill, NY · 688 clientsWealth managerHybrid
    Broadridge Business Process Outsourcing 38%Fidelity 37%Schwab 25%
    $122M
  5. 14639
    Pacific Coast Investment Advisors, LLCWest Linn, OR · 108 clientsWealth manager
    Schwab 100%
    $122M
  6. 14640
    Bridgeview Capital Advisors, Inc.El Dorado Hills, CA · 153 clientsWealth manager
    Schwab 100%
    $122M
  7. 14641
    Apex Wealth Advisors LLC223 clientsWealth managerHybrid
    Fidelity 99%
    $122M
  8. 14642
    Condon Wealth Management, Inc.Plymouth, MA · 228 clientsWealth managerHybrid
    Schwab 100%
    $122M
  9. 14645
    Laureate Wealth Management, LLCGlen Ellyn, IL · 39 clientsWealth manager
    Schwab 81%
    $122M
  10. 14646
    CJC Wealth Management81 clientsWealth manager
    Schwab 100%
    $122M
  11. 14648
    First Look Capital Management, LLC98 clientsWealth manager
    Schwab 100%
    $122M
  12. 14649
    Portfolio Resources Advisor Group, Inc.Coral Gables, FL · 349 clientsWealth managerWrap sponsorHybridPortfolio Resources Group, Inc., clears through Pershing
    Pershing 83%
    $122M
  13. 14650
    Tolley Financial Group, LLCRaleigh, NC · 192 clientsWealth manager
    Schwab 94%
    $122M
  14. 14653
    Lifelong Wealth Management Group, LLCLake Oswego, OR · 187 clientsWealth manager
    Schwab 97%
    $122M
  15. 14654
    Traver Financial Consulting Network PALakewood Ranch, FL · 54 clientsWealth manager
    Schwab 100%
    $122M
  16. 14655
    Commencement Financial Planning LLC46 clientsWealth manager
    Schwab 100%
    $122M
  17. 14656
    Cypress Capital Management, LLCSheridan, WY · 196 clientsWealth manager
    Schwab 99%
    $122M
  18. 14657
    Encore Wealth AdvisorsMorris, MN · 464 clientsWealth manager
    Schwab 86%
    $122M
  19. 14658
    New Wave Financial Services69 clientsWealth manager
    Altruist 74%
    $122M
  20. 14660
    Boston Portfolio AdvisersBoston, MA · 145 clientsWealth manager
    Schwab 100%
    $122M
  21. 14661
    Blue Haven Capital, LLCGeneva, IL · 206 clientsWealth manager
    Schwab 100%
    $122M
  22. 14662
    Twin Rivers Wealth ManagementSacramento, CA · 274 clientsWealth manager
    Schwab 100%
    $122M
  23. 14663
    Gira & Gira Investment Advisors LLCHarrisonburg, VA · 185 clientsWealth manager
    Schwab 100%
    $121M
  24. 14665
    Pathfinder Advisory, Inc.Rockford, IL · 142 clientsWealth manager
    Schwab 100%
    $121M
  25. 14666
    Wealth Script AdvisorsSan Francisco, CA · 51 clientsWealth manager
    Schwab 100%
    $121M
  26. 14667
    Matrix Planning IncSanta Monica, CA · 17 clientsWealth manager
    Schwab 100%
    $121M
  27. 14671
    Strickland Davis Advisors LLCMarietta, GA · 93 clientsWealth manager
    Schwab 100%
    $121M
  28. 14672
    Encompass Advisory Services, LLCKaty, TX · 433 clientsWealth manager
    Schwab 100%
    $121M
  29. 14673
    Foresight Wealth AdvisorsSkokie, IL · 7 clientsWealth manager
    Schwab 100%
    $121M
  30. 14674
    Life Strategies, Inc.Cardiff, CA · 115 clientsWealth manager
    Schwab 100%
    $121M
  31. 14675
    Arrow Wealth AdvisorsLynchburg, VA · 198 clientsWealth manager
    Schwab 100%
    $121M
  32. 14676
    Genesis Advisors, LLCFishers, IN · 132 clientsWealth manager
    Schwab 100%
    $121M
  33. 14679
    Gudorf Financial Group, LLCDayton, OH · 103 clientsWealth managerWrap sponsor
    Schwab 100%
    $121M
  34. 14681
    Resnick Wealth Alliance, LLCPalm Beach Gardens, FL · 62 clientsWealth manager
    Schwab 100%
    $121M
  35. 14682
    West Financial Strategies, Inc.Sanford, NC · 140 clientsWealth manager
    Schwab 100%
    $121M
  36. 14683
    Jbglobal.com LLCNew York, NY · 50 clientsWealth manager
    Schwab 100%
    $121M
  37. 14685
    Craft Wealth ServicesTampa, FL · 224 clientsWealth manager
    Schwab 100%
    $121M
  38. 14689
    Van Winkle Wealth Management Group LLCNewark, OH · 392 clientsWealth managerHybrid
    Schwab 98%
    $121M
  39. 14690
    Montchanin Asset Management, LLCMontchanin, DE · 60 clientsWealth manager
    Schwab 86%
    $121M
  40. 14692
    Williams and Schiller Wealth Management, LLCSandpoint, ID · 104 clientsWealth manager
    Schwab 100%
    $121M

RIAs by state