Thursday, October 22, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAs
AtlasFinancial ADVSR
Open free

Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas 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

31 firms manage $26 billionTradePMR / Robinhood

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. 1969
    Larson Financial Group, LLCSaint Louis, MO · 4,961 clientsBroker-dealer firmHybridLarson Financial Securities, LLC
    Schwab 83%
    $5.5B
  2. 2206
    CG Advisory ServicesWilliamston, MI · 5,614 clientsWealth managerHybrid
    LPL Financial 88%
    $4.6B
  3. 2699
    Blbb AdvisorsMontgomeryville, PA · 1,632 clientsWealth manager
    Pershing 73%
    $3.3B
  4. 2702
    Gryphon WealthJacksonville, FL · 695 clientsWealth managerWrap sponsor
    TradePMR / Robinhood 100%
    $3.2B
  5. 5172
    Parr McKnight Wealth Management GroupMinneapolis, MN · 613 clientsWealth manager
    TradePMR / Robinhood 100%
    $1.1B
  6. 5338
    Archer Investment CorporationCarmel, IN · 4,335 clientsWealth managerHybrid
    TradePMR / Robinhood 79%
    $1.0B
  7. 5911
    Verde Capital Management, Inc.Clarkston, MI · 824 clientsWealth managerWrap sponsor
    Schwab 71%TradePMR / Robinhood 29%
    $846M
  8. 6449
    Jmac Enterprises LLCNewtown, PA · 183 clientsWealth managerWrap sponsor
    TradePMR / Robinhood 61%Fidelity 39%
    $722M
  9. 6746
    Ascend Investment PartnersOgden, UT · 961 clientsWealth managerWrap sponsor
    TradePMR / Robinhood 99%
    $661M
  10. 6785
    PW Nova Financial Services LLCNewtown, PA · 733 clientsWealth managerWrap sponsor
    TradePMR / Robinhood 55%Schwab 45%
    $654M
  11. 7476
    Stewardship Advisors, LLCMount JOY, PA · 687 clientsWealth manager
    TradePMR / Robinhood 79%
    $545M
  12. 9075
    Martin Wealth SolutionsChristiansburg, VA · 896 clientsWealth manager
    TradePMR / Robinhood 52%Schwab 44%
    $377M
  13. 9335
    Split Rock Private Trading and Wealth Management LLCCloquet, MN · 998 clientsWealth manager
    Fidelity 77%TradePMR / Robinhood 23%
    $356M
  14. 10418
    The Palmer Knight CompanyJacksonville, FL · 163 clientsWealth manager
    TradePMR / Robinhood 100%
    $285M
  15. 10513
    Worth AdvisorsCharlotte, NC · 451 clientsWealth manager
    Schwab 89%
    $281M
  16. 11028
    Sterling Retirement Group of SacramentoRoseville, CA · 515 clientsWealth manager
    TradePMR / Robinhood 100%
    $253M
  17. 11238
    Munn Wealth Management, LLCMaumee, OH · 745 clientsWealth manager
    TradePMR / Robinhood 68%
    $242M
  18. 11666
    Orca Wealth Management, LLCNew Port Richey, FL · 425 clientsWealth managerWrap sponsor
    TradePMR / Robinhood 100%
    $224M
  19. 11790
    Forteris Wealth Management, Inc.Armonk, NY · 185 clientsWealth manager
    TradePMR / Robinhood 100%
    $219M
  20. 11985
    Renaud & Company, LLCO'fallon, MO · 953 clientsWealth manager
    TradePMR / Robinhood 100%
    $211M
  21. 12179
    KCD Financial, Inc.Green Bay, WI · 1,257 clientsBroker-dealer firmHybrid
    TradePMR / Robinhood 68%
    $202M
  22. 12322
    Grand Central Investment Group, LLCTampa, FL · 238 clientsWealth managerWrap sponsor
    TradePMR / Robinhood 100%
    $196M
  23. 12366
    Michael Traxler Wealth Management, LLCNew Prague, MN · 433 clientsWealth manager
    TradePMR / Robinhood 100%
    $195M
  24. 13768
    Rabe Investment Consulting GroupRichfield, OH · 142 clientsWealth managerWrap sponsor
    TradePMR / Robinhood 100%
    $147M
  25. 14197
    Carota Wealth Management221 clientsWealth manager
    TradePMR / Robinhood 100%
    $135M
  26. 14757
    CMC Financial Group, LLCAtlanta, GA · 230 clientsWealth managerWrap sponsor
    TradePMR / Robinhood 100%
    $119M
  27. 14834
    Caerus Investment Advisors, LLC54 clientsPrivate fund adviser
    TradePMR / Robinhood 100%
    $117M
  28. 16061
    Wealthnest Capital Inc.Staten Island, NY · 78 clientsWealth manager
    TradePMR / Robinhood 99%
    $35M
  29. 16112
    Parrot Finance, Inc.10,134 clientsWealth manager
    TradePMR / Robinhood 100%
    $30M
  30. 16197
    Passive Management LLCNew York, NY · 116 clientsWealth manager
    TradePMR / Robinhood 93%
    $22M
  31. 16369
    Streetbeat LLCWilmington, DE · 853 clientsWealth manager
    Alpaca Securities 77%TradePMR / Robinhood 23%
    $5M

RIAs by state