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IN 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%IN Hybrid RIAs to get a head start on FINRA performance projections ruleWM Wealth Management Invest: Fixed Income Opportunities in a Higher-Rate Market with Sean Banai
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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

4,024 firms manage $77.5 trillionmore than one custodian

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. 10629
    Sutterfield Financial Group, Inc.Bartlesville, OK · 1,129 clientsWealth managerHybridPurshe Kaplan Sterling Investments, Inc., clears through National Financial Services (Fidelity)
    Fidelity 81%
    $274M
  2. 10630
    Elite Financial, Inc.Lewiston, ID · 439 clientsWealth manager
    Schwab 90%
    $274M
  3. 10634
    Signature Financial Services, LTDArlington Heights, IL · 353 clientsWealth managerHybrid
    Pershing 47%SEI 41%
    $274M
  4. 10646
    Reckoner Capital Management LLCNew York, NY · 9 clientsAsset managerHybridRedbird BD, LLC
    BNY 92%
    $273M
  5. 10655
    South Shore Capital Advisors, LLCBoston, MA · 96 clientsWealth manager
    Bordier & CIE 47%Schwab 41%
    $273M
  6. 10658
    E. A. Horwitz LLCDeerfield, IL · 369 clientsWealth managerWrap sponsorHybrid
    Fidelity 78%
    $273M
  7. 10661
    Alliance Wealth Management Partners LLCKnoxville, TN · 764 clientsWealth managerWrap sponsor
    Fidelity 88%
    $272M
  8. 10663
    Camelot Portfolios, LLCMaumee, OH · 791 clientsWealth managerHybrid
    Fidelity 51%Interactive Brokers 27%
    $272M
  9. 10665
    FirstmetricTroy, MI · 48 clientsWealth manager
    Schwab 98%
    $272M
  10. 10666
    Magnolia Private Wealth, LLCPhiladelphia, PA · 176 clientsWealth manager
    Schwab 53%Fidelity 47%
    $272M
  11. 10670
    Client First Investment Management LLCWest Bend, WI · 608 clientsAsset manager
    Schwab 55%U.S. Bank 45%
    $272M
  12. 10671
    Bull Street AdvisorsSavannah, GA · 109 clientsWealth manager
    Schwab 55%
    $272M
  13. 10673
    Invest Capital PartnersSpringboro, OH · 661 clientsWealth manager
    Raymond James 61%Schwab 39%
    $272M
  14. 10674
    Advanced Retirement Solutions, LLC50 clientsAsset manager
    Voya Institutional Trust 56%Empower 44%
    $272M
  15. 10677
    Alliance FinancialWyomissing, PA · 656 clientsWealth managerWrap sponsorHybrid
    LPL Financial 95%
    $272M
  16. 10681
    Rahlfs Capital, LLC15 clientsWealth manager
    Bank of Texas, N.A. Private Wealth Trust Group 56%Schwab 44%
    $272M
  17. 10682
    SK Advisor Network, LLCPlano, TX · 185 clientsWealth managerWrap sponsor
    Schwab 75%Fidelity 25%
    $272M
  18. 10689
    Hutner Capital Management Inc.Manchester, VT · 120 clientsWealth manager
    Pershing 74%BNY 26%
    $271M
  19. 10691
    Palisades Investment Partners, LLCEl Segundo, CA · 92 clientsAsset managerHybrid
    J.P. Morgan 51%State Street 49%
    $271M
  20. 10693
    CBG & Company, Inc.Fishers, IN · 211 clientsWealth manager
    Schwab 79%
    $271M
  21. 10706
    Kaleido Capital Partners LimitedHong Kong, Hong Kong · 2 clientsAsset manager
    Morgan Stanley 60%Goldman Sachs 40%
    $270M
  22. 10716
    Hardy & Hardy Co LLCLima, OH · 272 clientsWealth managerHybrid
    LPL Financial 73%Aegon USA Securities 27%
    $269M
  23. 10717
    Atlas Fiduciary Services, Inc.Concord, NH · 132 clientsAsset managerHybrid
    Bpas 54%Transamerica Capital 30%
    $269M
  24. 10722
    LAS Olas Capital Wealth LLCFort Lauderdale, FL · 47 clientsAsset managerHybridLAS Olas Capital Partners, LLC
    Schwab 58%UMB Financial Services 42%
    $269M
  25. 10733
    Andrews Advisory Associates, LLCHonolulu, HI · 263 clientsWealth manager
    Schwab 88%
    $269M
  26. 10742
    BPM Wealth Advisors, LLCSan Francisco, CA · 59 clientsAsset managerHybrid
    Fidelity 69%Schwab 31%
    $268M
  27. 10743
    Invested AdvisorsState College, PA · 283 clientsWealth manager
    Fidelity 85%
    $268M
  28. 10753
    C.m.bidwell & Associates LTD165 clientsWealth manager
    Schwab 75%First Hawaiian Bank 25%
    $267M
  29. 10754
    Arsenal Capital Advisors LLCConshohocken, PA · 97 clientsWealth manager
    Schwab 90%
    $267M
  30. 10767
    Retirement Planology, Inc.Alexandria, VA · 60 clientsAsset manager
    Empower Financial Services 61%
    $266M
  31. 10768
    Garnett Advisors, LLCDenton, TX · 7 clientsAsset manager
    Frost Brokerage Services 61%
    $266M
  32. 10773
    Thinagee Investments Inc.Bethesda, MD · 40 clientsWealth manager
    SEI 51%Schwab 49%
    $265M
  33. 10786
    Innova AdvisorsCoral Gables, FL · 41 clientsAsset managerHybridAtlantis Global Investors, Auerbach Grayson & Company LLC
    Morgan Stanley 61%Raymond James 39%
    $265M
  34. 10788
    Evergreen Private WealthGreenwood Village, CO · 170 clientsWealth managerWrap sponsor
    Fidelity 99%
    $265M
  35. 10789
    Birch Financial GroupKeene, NH · 192 clientsWealth manager
    Altruist 90%
    $265M
  36. 10810
    Harmony Point Wealth Advisors, Inc.Irvine, CA · 272 clientsWealth managerHybrid
    Assetmark 96%
    $263M
  37. 10821
    Salus Financial Advisors365 clientsWealth manager
    Fidelity 86%
    $263M
  38. 10823
    Tamalpais Asset ManagementLarkspur, CA · 264 clientsWealth managerHybrid
    Schwab 100%
    $263M
  39. 10826
    Stark Wealth Management LLCBethlehem, PA · 531 clientsWealth manager
    SEI 96%
    $262M
  40. 10835
    Team Financial StrategiesAbilene, TX · 292 clientsWealth manager
    Fidelity 86%
    $262M

RIAs by state