Tuesday, October 27, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM RIA Edge Podcast: Scaling RIAs While Preserving Advisor Control with Jim DicksonWSR Deals & Recruiting Roundup: Modern, Latigo, Janney, Ameriprise And MoreWSR SurgeONE.ai Adds Avery Actions To Compliance PlatformWT Jump’s CEO Shares How Advisors and AI Agents Divide Up the WorkIN Hedge funds belong at the core of portfolios, report revealsKC The Path From (Unpaid) Intern To CEO Of A $3.4 Billion Advisory Firm: #FASuccess Ep 513 With Neela HummelIN Midterm election won't change portfolio fundamentals, advisors sayIN Microsoft's AI workforce reset targets 27% of global staff in new buyoutIN HSA investing gap creates retirement planning risk for clientsIN Investor bearishness climbs as inflation and midterms unsettle US markets
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

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. 14733
    Altman Investment Management LLCPrinceton, NJ · 39 clientsWealth manager
    Schwab 53%UBS 37%
    $120M
  2. 14749
    Abacus Capital AdvisorsPlantation, FL · 48 clientsWealth manager
    Interactive Brokers 85%
    $120M
  3. 14751
    Stoic Point Capital Management LLCPalo Alto, CA · 10 clientsPrivate fund adviser
    Citi 96%
    $119M
  4. 14759
    Rheeco, Inc.Natick, MA · 318 clientsWealth manager
    Schwab 72%Fidelity 28%
    $119M
  5. 14766
    Sullivan Financial, LLCEssex, CT · 131 clientsWealth manager
    Schwab 86%
    $119M
  6. 14769
    Pelican Advisory LLCCovington, LA · 207 clientsWealth managerHybrid
    LPL Financial 83%
    $119M
  7. 14770
    Kailix Advisors LLCAventura, FL · 14 clientsWealth manager
    Schwab 75%Interactive Brokers 25%
    $119M
  8. 14771
    Redfish CapitalCypress, TX · 170 clientsWealth manager
    Fidelity 90%
    $119M
  9. 14776
    Ridgegate Advisors, LLCEnglewood, CO · 206 clientsWealth managerHybrid
    Schwab 82%
    $119M
  10. 14782
    Independence Capital Co., Inc.Parma, OH · 300 clientsBroker-dealer firmHybrid
    Wells Fargo 82%
    $119M
  11. 14786
    Redeem Wealth ManagementGilbert, AZ · 228 clientsWealth manager
    Betterment 63%Schwab 37%
    $119M
  12. 14790
    Cardinal Advisers LLC46 clientsWealth manager
    Pershing 78%Interactive Brokers 22%
    $119M
  13. 14796
    Terrafirma Wealth PartnersWalnut Creek, CA · 94 clientsWealth manager
    Altruist 100%
    $118M
  14. 14797
    Smith & Co Advisory LLCSpring Hill, TN · 210 clientsWealth manager
    Fidelity 93%
    $118M
  15. 14803
    Pinnacle Wealth Management, Inc.Brighton, MI · 271 clientsWealth managerWrap sponsor
    Schwab 55%Goldman Sachs 45%
    $118M
  16. 14805
    CS Advisors Inc.Boca Raton, FL · 101 clientsWealth manager
    Fidelity 83%
    $118M
  17. 14810
    AFS Wealth Management, LLCFarmington Hills, MI · 169 clientsWealth manager
    Schwab 100%
    $118M
  18. 14816
    Meridian Wealth Management71 clientsWealth manager
    Fidelity 100%
    $118M
  19. 14838
    Moffatt Financial StrategiesFort Worth, TX · 181 clientsWealth manager
    Schwab 55%LPL Financial 45%
    $117M
  20. 14842
    Crosspoint Capital ManagementOrinda, CA · 254 clientsAsset manager
    Schwab 57%Fidelity 43%
    $117M
  21. 14844
    Wurz Financial Services, LLCHolland, OH · 491 clientsWealth manager
    Schwab 89%
    $117M
  22. 14846
    Greenline Wealth ManagementBoca Raton, FL · 247 clientsWealth manager
    Altruist 98%
    $117M
  23. 14856
    NIM Wealth SolutionsSan Jose, CA · 139 clientsWealth managerWrap sponsor
    Schwab 94%
    $117M
  24. 14858
    Align Wealth Management, LLCSan Jose, CA · 69 clientsWealth manager
    Fidelity 70%
    $117M
  25. 14859
    Delphi Management Inc26 clientsWealth manager
    FNZ Trust 66%
    $117M
  26. 14861
    Tidwell Wealth Management LLCRocklin, CA · 83 clientsWealth manager
    Schwab 68%Fidelity 32%
    $117M
  27. 14865
    Dynamic Trading Management, LLC.White Plains, NY · 82 clientsWealth managerHybrid
    Interactive Brokers 64%Fidelity 36%
    $117M
  28. 14870
    Heckman Financial & Insurance Services, Inc.San Jose, CA · 305 clientsWealth manager
    Fidelity 93%
    $116M
  29. 14873
    Aton Advisors, LLC72 clientsWealth manager
    Schwab 88%
    $116M
  30. 14876
    Greenskeeper Asset Management Inc.Oakville, Ontario, Canada · 94 clientsAsset manager
    Custody and Brokerage 90%
    $116M
  31. 14878
    Intellicapital Advisors LLCPonte Vedra, FL · 81 clientsWealth manager
    Schwab 83%
    $116M
  32. 14891
    NPM Consulting, LLC16 clientsWealth manager
    Schwab 70%Vanguard 30%
    $116M
  33. 14894
    Knecht Capital Management, LLC103 clientsWealth managerHybrid
    LPL Financial 65%Schwab 35%
    $116M
  34. 14898
    Capital Wealth, LLCLehi, UT · 290 clientsWealth managerWrap sponsor
    Schwab 65%Fidelity 35%
    $116M
  35. 14901
    Portfolio Advisory Group, Inc.Alexandria, VA · 71 clientsWealth manager
    Fidelity 67%Schwab 33%
    $116M
  36. 14908
    Investlinc Wealth ServicesBrea, CA · 153 clientsWealth manager
    Schwab 85%
    $116M
  37. 14909
    Risk Paradigm Group, LLCBurlington, MA · 3 clientsAsset manager
    Fidelity 79%
    $116M
  38. 14916
    1818 Private Client Group, LLCAventura, FL · 22 clientsWealth manager
    J.P. Morgan 58%Deutsche Bank Securities 30%
    $115M
  39. 14917
    Wealth Compass Financial, Inc.Carlsbad, CA · 251 clientsWealth manager
    Fidelity 84%
    $115M
  40. 14925
    Uyana Partners LLCMiami, FL · 74 clientsWealth manager
    Morgan Stanley 63%
    $115M

RIAs by state