Monday, October 26, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
FP What BNY's Wove move tells custodians about RIA tech prioritiesWM Your Clients’ Other Accounts Are Someone Else’s OpportunityIN SEC 2027 exam priorities target RIA fees, cash management and M&AIN Another ex-LPL Financial advisor in trouble, this time in Iowa4K Kitces Picks Best Financial Advisor Conferences for 2027WM Rockefeller Adds J.P. Morgan Team in HoustonIN Big firms locking down advisors with pay in 2027WM Nevis Lands $70M to Expand AI Wealth PlatformWM People Moves: $6.8B Sowell Names New CIO, Launches Investment OfficeIN Fed likely to hold this week, but December hike odds top 70%
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. 8399
    Schulz Wealth, LTD.Mansfield, TX · 176 clientsWealth manager
    Schwab 77%Empower Retirement 23%
    $438M
  2. 8404
    Access Financial Services, Inc.Minneapolis, MN · 322 clientsWealth managerHybrid
    Schwab 99%
    $438M
  3. 8406
    The Lloyd Advisory GroupSuwanee, GA · 1,262 clientsWealth managerWrap sponsor
    Fidelity 97%
    $438M
  4. 8407
    Note Advisors, LLCBuffalo, NY · 542 clientsWealth manager
    Schwab 100%
    $437M
  5. 8410
    Practice Financial GroupJacksonville, OR · 474 clientsAsset manager
    Schwab 89%
    $437M
  6. 8411
    Fogel Capital Management IncStuart, FL · 263 clientsWealth manager
    Schwab 100%
    $437M
  7. 8413
    August Wealth Advisors LLCWestport, CT · 319 clientsWealth manager
    Schwab 100%
    $437M
  8. 8414
    Blueprint Investing LLCSan Francisco, CA · 42 clientsWealth manager
    Schwab 79%
    $436M
  9. 8415
    Westend Capital Management, LLC.Sausalito, CA · 331 clientsWealth manager
    Schwab 99%
    $436M
  10. 8416
    Financial Asset Management CorpChappaqua, NY · 204 clientsWealth manager
    Schwab 100%
    $436M
  11. 8419
    Muhlenkamp & Co IncWexford, PA · 69 clientsAsset managerHybrid
    Schwab 100%
    $436M
  12. 8422
    Princeton Capital Management LLCRed Bank, NJ · 184 clientsWealth manager
    Schwab 89%
    $435M
  13. 8423
    Advisorstrust Partners LLCRaleigh, NC · 184 clientsWealth managerHybrid
    Schwab 56%Fidelity 44%
    $435M
  14. 8425
    Mmhp Investment AdvisorsThomasville, GA · 336 clientsWealth manager
    Schwab 100%
    $435M
  15. 8426
    Fefa FinancialSaint Louis, MO · 1,686 clientsWealth managerWrap sponsor
    Schwab 100%
    $435M
  16. 8427
    Family Capital ManagementGrand Rapids, MI · 499 clientsWealth managerHybrid
    Schwab 100%
    $435M
  17. 8428
    Horrell Capital Management, Inc.Little Rock, AR · 81 clientsWealth manager
    BNY 52%Schwab 48%
    $435M
  18. 8429
    Brandon Financial Planning, Inc.Memphis, TN · 252 clientsWealth managerHybrid
    Schwab 100%
    $435M
  19. 8431
    Carmel Capital Partners, LLCSan Diego, CA · 263 clientsWealth manager
    Schwab 100%
    $434M
  20. 8432
    Comprehensive Financial Planning, Inc.East Petersburg, PA · 592 clientsWealth manager
    Schwab 100%
    $434M
  21. 8435
    Sestante Family OfficeCoronado, CA · 16 clientsWealth manager
    Schwab 87%
    $434M
  22. 8436
    Plan A Wealth, LLCLincoln, NE · 658 clientsWealth managerHybrid
    Schwab 100%
    $434M
  23. 8437
    Retire AgileHermantown, MN · 188 clientsWealth managerWrap sponsor
    Schwab 71%Fidelity 29%
    $434M
  24. 8439
    Santori & PetersCanonsburg, PA · 199 clientsWealth manager
    Schwab 100%
    $433M
  25. 8440
    Waypoint Wealth Counsel LLCAtlanta, GA · 176 clientsWealth manager
    Schwab 81%
    $433M
  26. 8442
    Greenbridge Partners LLCLakeland, FL · 648 clientsWealth managerHybrid
    Schwab 100%
    $433M
  27. 8453
    FSB Premier Wealth Management, Inc.Waterloo, IA · 934 clientsBroker-dealer firmHybrid
    Schwab 100%
    $432M
  28. 8455
    Tricord Advisors, Inc.Riverside, CA · 552 clientsWealth managerHybrid
    Schwab 95%
    $432M
  29. 8458
    NBZ Investment Advisors, LLCKnoxville, TN · 199 clientsWealth manager
    Schwab 100%
    $431M
  30. 8461
    MWM Group LLCCedarhurst, NY · 364 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $431M
  31. 8466
    Arrowroot Family Office, LLCMarina Del Rey, CA · 1,415 clientsWealth managerAffiliated broker-dealerArrowroot Partners, LLC
    Schwab 100%
    $431M
  32. 8467
    White Pine Capital LLCBloomington, MN · 84 clientsWealth manager
    Fidelity 88%
    $431M
  33. 8468
    Swmg, LLCFort Worth, TX · 429 clientsWealth managerHybrid
    Pershing 99%
    $430M
  34. 8469
    Castle Wealth ManagementBoynton Beach, FL · 251 clientsWealth managerWrap sponsor
    Schwab 100%
    $430M
  35. 8471
    Power Wealth ManagementAlpharetta, GA · 253 clientsWealth manager
    Schwab 100%
    $430M
  36. 8472
    Integrated Capital ManagementBloomfield Hills, MI · 448 clientsWealth manager
    Schwab 90%
    $430M
  37. 8473
    Compass Financial Group, Inc.Deerfield Beach, FL · 120 clientsWealth manager
    Schwab 100%
    $430M
  38. 8474
    Navigate Wealth Management, LLCBirmingham, AL · 274 clientsWealth manager
    Schwab 100%
    $430M
  39. 8475
    Shayne & Jacobs, LLCNashville, TN · 169 clientsWealth manager
    Schwab 100%
    $429M
  40. 8480
    Lawson Kroeker Investment Management IncOmaha, NE · 142 clientsWealth manager
    U.S. Bank 60%
    $429M

RIAs by state