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 Wallace Finance Builds Tool to Capture Advisor KnowledgeFP Clients may value certifications more than they understand themIN Advisor optimism on organic growth clashes with reality: SEIWM Echelon: PE-Backed Buyers' Deal Volume Dips as RIA M&A Stays StrongFP Why upcoming IRS rollover guidance is likely to disappoint advisorsWM Anthropic Expands Claude Advisor ToolWM Jump Expands Claude Integration With New Advisor SkillsWM $1.1B Georgia Team Leaves Raymond James for IndependenceIN Jailed Florida broker, facing sexual battery charge, ghosts FINRAWM Why Access, Not Appetite, Is Holding Advisors Back in Alternatives
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. 15526
    Novus AdvisorsGreenville, SC · 267 clientsWealth manager
    Schwab 65%Epic Retirement Plan Services 35%
    $91M
  2. 15533
    Algorithmic Investment ModelsBoston, MA · 228 clientsAsset manager
    Wells Fargo 75%LPL Financial 25%
    $91M
  3. 15534
    Pruneyard Financial Group, Inc.Cupertino, CA · 98 clientsWealth managerWrap sponsor
    Fidelity 91%
    $91M
  4. 15537
    K R Financial LLC25 clientsWealth managerHybridKR Securities, LLC, clears through RBC Capital Markets
    RBC 82%
    $91M
  5. 15545
    Seraph Capital Associates, LLCBartlesville, OK · 445 clientsAsset manager
    Fidelity 51%Interactive Brokers 37%
    $90M
  6. 15549
    Weiss Financial Group LLCMahopac, NY · 109 clientsWealth manager
    Schwab 75%Altruist 25%
    $90M
  7. 15550
    Seven Canyons Advisors, LLCSalt Lake City, UT · 4 clientsPrivate fund adviser
    BNY 75%Fidelity 25%
    $90M
  8. 15554
    Aldemar Research Corporation79 clientsWealth managerHybrid
    Schwab 83%
    $89M
  9. 15562
    Contego Capital Group, Inc.Edina, MN · 89 clientsAsset manager
    Fidelity 79%
    $88M
  10. 15565
    IBN Financial Services, IncLiverpool, NY · 519 clientsBroker-dealer firmHybrid
    Axos 100%
    $88M
  11. 15566
    Pacific Global Investment Management CompanyGlendale, CA · 127 clientsWealth manager
    Schwab 69%Fidelity 31%
    $87M
  12. 15591
    Complete AdvisorsValley Stream, NY · 25 clientsWealth manager
    Schwab 79%
    $84M
  13. 15592
    Lehmann, Livian, Fridson Advisors, LLCNew York, NY · 53 clientsWealth manager
    Schwab 51%Fidelity 49%
    $84M
  14. 15594
    Western New York Financial Group, LLCBuffalo, NY · 206 clientsWealth manager
    Schwab 51%Fidelity 49%
    $84M
  15. 15601
    Vita Planning Group LLCCamas, WA · 57 clientsWealth manager
    Schwab 90%
    $84M
  16. 15602
    Double Duty Money Management LLCNew York, NY · 14 clientsWealth manager
    Vanguard 73%Interactive Brokers 27%
    $84M
  17. 15603
    Route 20 Private Wealth Inc.Fort Lauderdale, FL · 75 clientsWealth manager
    Goldman Sachs 54%Schwab 46%
    $84M
  18. 15606
    Proxy Wealth Advisors LLCWindermere, FL · 614 clientsWealth managerWrap sponsor
    Interactive Brokers 78%
    $83M
  19. 15612
    Ivesta CorpNew York, NY · 1 clientsAsset manager
    Societe Generale Luxembourg 55%BGL BNP Paribas 28%
    $82M
  20. 15623
    Mollot & Hardy, Inc.Amherst, NY · 77 clientsWealth managerHybrid
    Pershing 84%
    $81M
  21. 15624
    Nottingham Wealth Partners, Inc.Syracuse, NY · 142 clientsWealth managerBank-affiliatedHybrid
    Assetmark Brokerage 83%
    $80M
  22. 15627
    Federal PrepBohemia, NY · 637 clientsWealth manager
    Schwab 56%Fidelity 43%
    $80M
  23. 15635
    St. Columbanus AGTeufen, Switzerland · 9 clientsAsset manager
    DZ Privatbank (schweiz) AG 64%Bank Vontobel AG 36%
    $79M
  24. 15638
    Revere Wealth Management LLCNew York, NY · 101 clientsBroker-dealer firmHybridRevere Securities LLC
    Stonex Financial 81%
    $78M
  25. 15639
    SMP Financial Planning, LLC45 clientsWealth manager
    Schwab 59%Tiaa-Cref Individual & Institutional Services 41%
    $78M
  26. 15642
    RSD Advisors27 clientsWealth manager
    Altruist 55%J.P. Morgan 45%
    $78M
  27. 15647
    Connective Wealth Partners, LLC316 clientsWealth managerHybrid
    Altruist 51%Schwab 49%
    $78M
  28. 15648
    Comprehensive Capital Management, Inc.Totowa, NJ · 2,334 clientsWealth managerHybridAPW Capital, Inc.
    Capital Client Group 55%Pershing 27%
    $78M
  29. 15653
    Dryden Capital, LLCNew York, NY · 4 clientsAsset manager
    Northern Trust 52%WCI 38%
    $77M
  30. 15654
    Highland Consulting Associates International, Inc.Cleveland, OH · 5 clientsAsset manager
    Sun Life Assurance Company of Canada 45%Fidelity Investments Canada ULC 22%
    $77M
  31. 15658
    O Asset Management LLCFairport, NY · 2 clientsWealth manager
    Goldman Sachs 51%Stifel, Nicolaus & Company, Incorporated 49%
    $76M
  32. 15678
    Reynolds Capital Management, LLCLas Vegas, NV · 2 clientsAsset manager
    Morgan Stanley 85%
    $74M
  33. 15679
    Wright Private Asset Management LLCShelton, CT · 36 clientsAsset managerHybridWright Investors' Service Distributors, Inc.
    Schwab 68%
    $74M
  34. 15684
    Sage Hill Advisory and Management LLCSaratoga Springs, NY · 20 clientsWealth managerHybrid
    Morgan Stanley 0%Pershing 0%Equitable 0%Jackson National Life Distributors 0%
    $73M
  35. 15685
    Countryside Financial LLCWilliamsville, NY · 248 clientsWealth managerWrap sponsor
    Fidelity 78%
    $73M
  36. 15686
    Stewardship Partners Investment Counsel, Inc.142 clientsWealth manager
    Fidelity 87%
    $73M
  37. 15689
    The Bycoff Group LLC62 clientsWealth manager
    Interactive Brokers 72%Goldman Sachs 28%
    $73M
  38. 15699
    Silver Advisors, LLCNew York, NY · 14 clientsWealth manager
    J.P. Morgan 84%
    $72M
  39. 15705
    Schultze Asset Management, LPRye Brook, NY · 16 clientsPrivate fund adviser
    J.P. Morgan 50%Schwab 50%
    $72M
  40. 15718
    Polaris Financial, LLC854 clientsWealth manager
    Altruist 95%
    $70M

RIAs by state