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
WT October WealthTech NewsFP 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 Transitions
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. 15172
    Peapod Lane Capital LLCBedford Hills, NY · 32 clientsAsset manager
    Northern Trust 48%Schwab 32%
    $108M
  2. 15174
    Federmann Financial Advisors Inc.Rocky Point, NY · 58 clientsWealth manager
    Fidelity 81%
    $108M
  3. 15177
    Laidlaw Wealth Management LLCNew York, NY · 123 clientsWealth managerHybridLaidlaw & Company (UK) LTD., Laidlaw & Company International, LTD, clears through StoneX
    Schwab 100%
    $108M
  4. 15180
    Castle Financial & Retirement Planning Associates IncFair Haven, NJ · 146 clientsWealth managerHybrid
    Schwab 100%
    $108M
  5. 15181
    Jayco Wealth Management57 clientsWealth manager
    Schwab 100%
    $108M
  6. 15184
    AQILone Tree, COAsset manager
    Schwab 100%
    $108M
  7. 15187
    Whealthy Empowerment Network158 clientsWealth manager
    Schwab 100%
    $108M
  8. 15188
    NYE Wealth Management LLCHudson, OH · 225 clientsWealth manager
    Schwab 100%
    $108M
  9. 15189
    Milborn Advisors, LTDMilwaukee, WI · 181 clientsWealth manager
    Schwab 100%
    $108M
  10. 15190
    Forthright CapitalLas Vegas, NV · 987 clientsWealth manager
    Schwab 100%
    $108M
  11. 15191
    Legacy Partners Financial Group, LLCWoodstock, GA · 154 clientsWealth manager
    Schwab 100%
    $108M
  12. 15193
    Soulence Wealth ManagementPleasant Grove, UT · 410 clientsWealth manager
    Schwab 100%
    $108M
  13. 15194
    Sherpa Capital Management158 clientsWealth managerHybrid
    Schwab 100%
    $107M
  14. 15195
    Idle Hill Advisors LLCGreenville, SC · 204 clientsWealth manager
    Schwab 100%
    $107M
  15. 15196
    Meschel Wealth Management LLC173 clientsWealth manager
    Schwab 100%
    $107M
  16. 15197
    One-Up FinancialErie, PA · 97 clientsWealth manager
    Schwab 100%
    $107M
  17. 15199
    North Bay Wealth ManagementPetaluma, CA · 138 clientsWealth manager
    Schwab 100%
    $107M
  18. 15201
    The Financial Legacy GroupCharlotte, NC · 144 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $107M
  19. 15204
    Hogan Investment Counsel, LLCCordova, TN · 207 clientsWealth manager
    Schwab 100%
    $107M
  20. 15205
    Total Wealth Advisors, LLCHopkins, MN · 92 clientsWealth managerWrap sponsor
    Schwab 100%
    $107M
  21. 15206
    Omnitrust Wealth Management, Inc.Jacksonville, FL · 348 clientsWealth manager
    Schwab 100%
    $107M
  22. 15208
    Turner Capital Investments, LLCAustin, TX · 337 clientsWealth manager
    Schwab 100%
    $107M
  23. 15210
    Purposeful Financial and Legacy Planning90 clientsWealth manager
    Schwab 99%
    $107M
  24. 15211
    Jordan Financial Life PlanningKenosha, WI · 206 clientsWealth manager
    Schwab 100%
    $107M
  25. 15214
    Jackson Wealth Management, LLCCastle Rock, CO · 126 clientsWealth manager
    Schwab 100%
    $107M
  26. 15215
    RK Asset Management81 clientsWealth manager
    Schwab 65%Wells Fargo 35%
    $107M
  27. 15216
    DC Capital Management, LLC84 clientsWealth manager
    Schwab 100%
    $107M
  28. 15218
    Muse Capital Management LLCSanta Monica, CA · 13 clientsWealth manager
    Schwab 55%J.P. Morgan 25%
    $107M
  29. 15221
    KJ Capital Management LLC66 clientsWealth manager
    Schwab 100%
    $107M
  30. 15222
    603 Financial Advisors, LLC160 clientsWealth managerHybrid
    Schwab 100%
    $107M
  31. 15223
    Endure Capital, LLCLake Forest, CA · 75 clientsWealth manager
    Fidelity 82%
    $107M
  32. 15224
    Ella Financial AdvisingOakland, CA · 44 clientsWealth manager
    Schwab 100%
    $107M
  33. 15226
    EQV Advisory, LLCRaleigh, NC · 21 clientsWealth manager
    Pershing 82%
    $107M
  34. 15230
    Your IA, LLCSt. George, UT · 190 clientsWealth manager
    Schwab 100%
    $107M
  35. 15232
    Coastal Wealth Advisors, LLCJohns Island, SC · 110 clientsWealth manager
    Schwab 100%
    $107M
  36. 15234
    Stage 2 Planning Partners LLCS Burlington, VT · 308 clientsWealth manager
    Assetmark Brokerage 93%
    $106M
  37. 15236
    Bergamot Asset Management LPPrinceton, NJ · 114 clientsWealth managerHybrid
    Schwab 100%
    $106M
  38. 15237
    Thayer Financial, L.L.C.Hickory, NC · 125 clientsWealth manager
    Schwab 100%
    $106M
  39. 15238
    Mediate Financial Investment Advisory Services, LLCCanfield, OH · 354 clientsWealth manager
    Schwab 100%
    $106M
  40. 15239
    Fiduciary Advisor Advocates80 clientsAsset manager
    Schwab 77%Empower 23%
    $106M

RIAs by state