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
IN Elder fraud losses hit $3B as investment scams surge 42%, FTC saysFP When a client's health fails, is their advisor in the loop?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 2027IN Anthropic IPO filing pairs explosive growth with an $80B loss
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. 8593
    Fruth Investment ManagementHouston, TX · 173 clientsWealth manager
    Schwab 0%
    $418M
  2. 8596
    Flatrock Wealth Partners LLCNewport Beach, CA · 73 clientsWealth manager
    Schwab 54%Fidelity 46%
    $418M
  3. 8598
    Eagle Wealth Management Group Inc.Valencia, CA · 480 clientsWealth managerHybrid
    Schwab 100%
    $418M
  4. 8599
    Cedar Wealth Management72 clientsWealth manager
    Schwab 79%
    $417M
  5. 8601
    Castleview Partners, LLCDallas, TX · 594 clientsWealth managerHybrid
    Schwab 73%Fidelity 27%
    $417M
  6. 8602
    Seven Mile Advisory LLCTallahassee, FL · 36 clientsWealth manager
    Schwab 100%
    $417M
  7. 8603
    Jupiter Wealth Management, LLCGlendale, CO · 92 clientsWealth managerWrap sponsor
    Schwab 100%
    $417M
  8. 8607
    Market Investment Group, LLCWichita, KS · 1,814 clientsWealth manager
    Schwab 68%Lincoln Financial Investment Services 32%
    $416M
  9. 8610
    Bard Associates IncChicago, IL · 181 clientsWealth manager
    Fidelity 58%Schwab 42%
    $416M
  10. 8612
    JMF Capstone Wealth ManagementTuscaloosa, AL · 219 clientsWealth manager
    Schwab 100%
    $416M
  11. 8615
    McCollum Christoferson Group, LLCAmherst, NY · 350 clientsWealth manager
    Schwab 100%
    $416M
  12. 8617
    Royal Oak Financial GroupWorthington, OH · 412 clientsWealth manager
    Interactive Brokers 87%
    $416M
  13. 8618
    Davidson Kahn Capital Management, LLCSherman Oaks, CA · 252 clientsWealth manager
    Schwab 70%
    $415M
  14. 8621
    First Wilshire Securities Management, Inc.Pasadena, CA · 286 clientsWealth manager
    Schwab 100%
    $415M
  15. 8622
    Ferguson Shapiro LLCDecatur, GA · 332 clientsWealth managerHybrid
    Schwab 100%
    $415M
  16. 8629
    Momentum AdvisorsNew York, NY · 370 clientsWealth manager
    Schwab 100%
    $415M
  17. 8630
    Western Financial CorporationSan Diego, CA · 180 clientsWealth manager
    Schwab 100%
    $414M
  18. 8632
    Garner Asset Management Corporation112 clientsWealth manager
    Schwab 100%
    $414M
  19. 8633
    Mokosak Advisory Group, LLCUrbandale, IA · 490 clientsWealth manager
    Schwab 100%
    $414M
  20. 8634
    Gold Coast Wealth Management, LLCJericho, NY · 157 clientsWealth managerHybrid
    Schwab 63%Merrill / Bank of America 32%
    $414M
  21. 8637
    Watershed Private WealthOak Brook, IL · 144 clientsWealth manager
    Fidelity 76%Schwab 24%
    $414M
  22. 8641
    Grove Street Fiduciary, LLCPeterborough, NH · 297 clientsWealth manager
    Schwab 100%
    $413M
  23. 8642
    Northbridge Financial Group, LLCTampa, FL · 487 clientsWealth managerWrap sponsorHybrid
    Schwab 46%LPL Financial 29%Fidelity 25%
    $413M
  24. 8646
    Altamont Capital ManagementAsheville, NC · 163 clientsWealth manager
    Schwab 87%
    $412M
  25. 8650
    Bay Harbor Wealth Management, LLCHunt Valley, MD · 399 clientsWealth manager
    Schwab 100%
    $412M
  26. 8652
    Foundation Wealth Management, LLCMedia, PA · 167 clientsWealth manager
    Schwab 100%
    $412M
  27. 8654
    Curbstone Financial Management Corp.Manchester, NH · 277 clientsWealth manager
    Schwab 100%
    $412M
  28. 8656
    Grandview Asset Management LLCHarrisburg, PA · 606 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $412M
  29. 8657
    Slagle Financial, LLC.Edwardsville, IL · 1,510 clientsWealth manager
    Fidelity 84%
    $412M
  30. 8658
    Hall Capital Management Company, Inc.Barrington, RI · 543 clientsWealth manager
    Schwab 100%
    $412M
  31. 8660
    MB, Levis & Associates,llcCenter Valley, PA · 170 clientsWealth manager
    Schwab 100%
    $412M
  32. 8662
    Bdfs Capital LLCRehoboth Beach, DE · 762 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $411M
  33. 8665
    Guardian Wealth Management, LLCChattanooga, TN · 348 clientsWealth manager
    Schwab 100%
    $411M
  34. 8666
    Everest Private WealthCupertino, CA · 90 clientsWealth manager
    Schwab 100%
    $411M
  35. 8670
    Blue Square Asset Management, LLCNew York, NY · 214 clientsWealth manager
    Schwab 100%
    $410M
  36. 8671
    Sunbeam Capital Management, LLC47 clientsWealth manager
    Fidelity 56%Schwab 44%
    $410M
  37. 8676
    Momentous Wealth Management, Inc.Vancouver, WA · 492 clientsWealth managerHybrid
    Schwab 100%
    $410M
  38. 8678
    Boyd Wealth Management, LLCSacramento, CA · 162 clientsWealth manager
    Schwab 86%
    $410M
  39. 8679
    Professional Financial Solutions, LLCFairfax, VA · 279 clientsWealth manager
    Schwab 100%
    $410M
  40. 8681
    Heffernan Advisory, Inc.Flagstaff, AZ · 357 clientsWealth managerHybrid
    Schwab 100%
    $410M

RIAs by state