Wednesday, October 28, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM Schwab CEO Wurster Commits to Small RIAsWM Investing in Trump Accounts—A New Form of Philanthropy?WM The Delaware Statutory Trust HandoffWM Investment Roundup: Vestmark, Allspring, WisdomTree, Returned Stacked ETFs, Quoros Expand Model Portfolio OptionsIN RIA M&A ties second-best quarter as PE turns to minority stakesWM The Only Way to Avoid This New Tax Burden: Don’t Get MarriedWSR Creating Introductions, Next Gen Owners And M&A ComplianceIN Anthropic IPO filing flags legal risks as Claude advisor offering expandsWSR What High Diesel Prices Mean For Inflation And Client ConversationsIN Charitable giving starts with values, not tax breaks, advisors say
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.

Filters

17,210 firms manage $177.9 trillion

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. 4321
    Horan Wealth, LLCCincinnati, OH · 1,436 clientsWealth managerHybrid
    Fidelity 56%Schwab 44%
    $1.5B
  2. 4322
    Community Investment Management LLCSan Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  3. 4323
    River Wealth Advisors LLCCamp Hill, PA · 900 clientsWealth manager
    Schwab 100%
    $1.5B
  4. 4324
    FEG Private Investors, LLCCincinnati, OH · 7 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  5. 4325
    FCI AdvisorsOverland Park, KS · 514 clientsAsset manager
    5901 College Boulevard Suite 100 44%Northern Trust 29%UBS 28%
    $1.5B
  6. 4326
    Vantage Infrastructure (USA) Inc.New York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  7. 4327
    CJM Wealth Advisers, LTD.Falls Church, VA · 875 clientsWealth managerWrap sponsor
    Pershing 100%
    $1.5B
  8. 4328
    Cypress Point Wealth Management, LLCDallas, TX · 177 clientsWealth manager
    Fidelity 81%
    $1.5B
  9. 4329
    Dendur Capital LPNew York, NY · 4 clientsPrivate fund adviser
    Goldman Sachs 100%
    $1.5B
  10. 4330
    Aerodigm Wealth LLCLake Oswego, OR · 256 clientsWealth manager
    Fidelity 57%Schwab 43%
    $1.5B
  11. 4331
    Activest Wealth Management, LLCAventura, FL · 530 clientsWealth manager
    Fidelity 53%Morgan Stanley 32%
    $1.5B
  12. 4332
    Raven Credit Capital Management LLCNew York, NY · 10 clientsPrivate fund adviser
    PNC Bank 54%BNY 46%
    $1.5B
  13. 4333
    Twin Tree Management, LPDallas, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  14. 4334
    Martel Wealth Advisors, LLCVancouver, WA · 1,033 clientsWealth manager
    Schwab 81%
    $1.5B
  15. 4335
    Amip ManagementSeal Beach, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  16. 4336
    BrooklandsLondon, United Kingdom · 24 clientsPrivate fund adviser
    Citi 100%
    $1.5B
  17. 4337
    Forge FinancialEdmond, OK · 4,683 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $1.5B
  18. 4338
    Columbia Pacific Advisors, LLCSeattle, WA · 24 clientsPrivate fund adviser
    Fidelity 100%
    $1.5B
  19. 4339
    KKR Registered Advisor LLCNew York, NY · 1 clientsAsset managerHybridGlobal Atlantic Distributors, LLC, KKR Capital Markets II LLC
    No custodian reported
    $1.5B
  20. 4340
    Redhawk Wealth Advisors, Inc.Minneapolis, MN · 3,205 clientsWealth managerHybrid
    Schwab 100%
    $1.5B
  21. 4341
    Mediqus Asset Advisors, Inc.Chicago, IL · 831 clientsWealth managerHybrid
    Schwab 100%
    $1.5B
  22. 4342
    Tema Etfs LLCNew York, NY · 9 clientsAsset managerHybrid
    No custodian reported
    $1.5B
  23. 4343
    Shade Tree Advisors LLCSaratoga Springs, NY · 34 clientsWealth manager
    Schwab 66%Fidelity 34%
    $1.5B
  24. 4344
    Electra CapitalConshohocken, PA · 4 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  25. 4345
    Alpine Private WealthSaint Louis, MO · 295 clientsWealth manager
    Schwab 100%
    $1.5B
  26. 4346
    Icapital, LLCBoston, MA · 220 clientsAsset manager
    Fidelity 62%Schwab 28%
    $1.5B
  27. 4347
    Nicholas Investment Partners, L.P.San Diego, CA · 26 clientsAsset managerHybrid
    J.P. Morgan 74%
    $1.5B
  28. 4348
    Keating Financial Advisory ServicesManhattan, KS · 5,285 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $1.5B
  29. 4349
    Tripost Capital Partners LLCNew York, NY · 29 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  30. 4350
    Courage Capital Management, LLCNashville, TN · 10 clientsPrivate fund adviser
    Fidelity 100%
    $1.4B
  31. 4351
    Cary Street Partners Asset ManagementRichmond, VA · 1,836 clientsWealth managerWrap sponsorHybridCary Street Partners LLC
    Wells Fargo 71%Schwab 29%
    $1.4B
  32. 4352
    Valley Wealth Strategies, LLCLodi, CA · 4,055 clientsWealth managerHybrid
    Schwab 66%
    $1.4B
  33. 4353
    Bornite Capital Management LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  34. 4354
    Apollon Financial, LLCMount Pleasant, SC · 1,258 clientsWealth managerHybrid
    LPL Financial 76%
    $1.4B
  35. 4355
    Ally Bridge Group (PE) LLCNew York, NY · 24 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  36. 4356
    Liquid Strategies, LLCAtlanta, GA · 22 clientsAsset manager
    No custodian reported
    $1.4B
  37. 4357
    Haven Global Partners, LLCAtlanta, GA · 20 clientsAsset manager
    State Street 77%
    $1.4B
  38. 4358
    Five Points Capital LLCWinston-Salem, NC · 14 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  39. 4359
    Dorsey Asset ManagementChicago, IL · 9 clientsPrivate fund adviser
    BNY 56%Northern Trust 44%
    $1.4B
  40. 4360
    Roc360 Advisors LLCNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $1.4B

RIAs by state