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
RB Referral vendor Zoe Financial rewrites its ADV2 for fee hikes in its RIA TAMP that follow a censure, cease-and-desist order, and $450,000 civil penalty to atone for conflict disclosure failures in how it wears both hatsFP A guide to getting AI buy-in as RIAs look to scaleIN TCW’s TPAY private asset income fund set to hit AUM milestoneIN Advisor moves: Raymond James lands $460M father-son team from Wells FargoIN Schwab CEO says firm is blocking rogue AI agents from client accountsIN Best Practices in AI Compliance: How Real Firms Are Making the CallIN Wealth firms moving upmarket face tough talent and outsourcing callsIN Schwab IMPACT 2026 full conference coverageWM Schwab Offers Credit to RIAs to Prompt Use of Claude AI Enterprise PlanIN These are the questions advisors need to ask to ride the AI wave
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. 4641
    Paladin Capital Management, LLCWashington, DC · 26 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  2. 4642
    Snowwater Investment Partners, LLC55 clientsWealth managerHybrid
    J.P. Morgan 38%Citi 28%
    $1.3B
  3. 4643
    DB Advisory America, Limited(ltd)New York, NY · 3 clientsAsset manager
    Bank of Hawaii 100%
    $1.3B
  4. 4644
    Caligan PartnersNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  5. 4645
    Synergy Asset Management, LLCVancouver, WA · 1,198 clientsWealth manager
    Schwab 100%
    $1.3B
  6. 4646
    Beacon Capital Partners, LLCBoston, MA · 13 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  7. 4647
    Prescott Group Capital Management L.L.C.Tulsa, OK · 5 clientsPrivate fund adviser
    Schwab 100%
    $1.3B
  8. 4648
    Skerryvore Asset ManagementEdinburgh, United Kingdom · 10 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  9. 4649
    Sagewind Capital LLCNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  10. 4650
    Ballew Advisors IncJackson, MS · 971 clientsAsset manager
    No custodian reported
    $1.3B
  11. 4651
    Crystal Capital Partners, LLCBay Harbor Islands, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  12. 4652
    Baldwin Investment Management, LLCWest Conshohocken, PA · 284 clientsWealth manager
    Schwab 100%
    $1.3B
  13. 4653
    Advantage CapitalNew Orleans, LA · 16 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  14. 4654
    Pinnacle Investments, LLCEast Syracuse, NY · 3,143 clientsBroker-dealer firmHybrid
    Wells Fargo 77%Schwab 23%
    $1.3B
  15. 4655
    SIO Capital Management, LLCNew York, NY · 6 clientsPrivate fund adviser
    Morgan Stanley 90%
    $1.3B
  16. 4656
    Biondo Investment Advisors LLCMilford, PA · 1,138 clientsWealth managerWrap sponsor
    Fidelity 100%
    $1.3B
  17. 4657
    Woodstock CorporationBoston, MA · 238 clientsWealth manager
    Fidelity 100%
    $1.3B
  18. 4658
    Meristead Wealth, LLCWestlake, TX · 996 clientsWealth manager
    Pershing 100%
    $1.3B
  19. 4659
    Bluestem Asset Management, LLCCharlottesville, VA · 1 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  20. 4660
    Triangle Wealth ManagementRaleigh, NC · 525 clientsWealth manager
    Schwab 100%
    $1.3B
  21. 4661
    BIP CapitalAtlanta, GA · 62 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  22. 4662
    Zentific Investment Management LimitedHong Kong, Hong Kong · 6 clientsAsset manager
    J.P. Morgan 35%UBS 22%
    $1.3B
  23. 4663
    Arbor Investment AdvisorsWinston Salem, NC · 478 clientsWealth manager
    Fidelity 100%
    $1.3B
  24. 4664
    Silicon Valley Capital Partners, L.P.San Jose, CA · 518 clientsWealth manager
    Fidelity 100%
    $1.3B
  25. 4665
    Academy Asset ManagementNew York, NY · 10 clientsAsset managerHybridAcademy Securities, Inc., clears through Pershing
    BNY 68%U.S. Bank 32%
    $1.3B
  26. 4666
    WahedNew York, NY · 30,683 clientsAsset managerAffiliated broker-dealer
    Apex Fintech 100%
    $1.3B
  27. 4667
    Rizvi Traverse Management, LLCWest Palm Beach, FL · 38 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  28. 4668
    Truehelm, LLCBloomington, MN · 19 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  29. 4669
    Nishkama Capital LLC11 clientsPrivate fund adviser
    Morgan Stanley 77%Merrill / Bank of America 23%
    $1.3B
  30. 4670
    Canal Capital Management, LLCRichmond, VA · 417 clientsWealth manager
    Schwab 100%
    $1.3B
  31. 4671
    Piper Sandler & Co.Minneapolis, MN · 20 clientsBroker-dealer firmHybrid
    No custodian reported
    $1.3B
  32. 4672
    Ibex Wealth Advisors, LLCWest Palm Beach, FL · 892 clientsWealth managerHybrid
    LPL Financial 100%
    $1.3B
  33. 4673
    Lord Abbett Private Credit Advisor LLCJersey City, NJ · 3 clientsAsset managerHybridLord Abbett Distributor LLC
    No custodian reported
    $1.3B
  34. 4674
    Obsidian CIO LLCNew York, NY · 7 clientsAsset manager
    Schwab 100%
    $1.3B
  35. 4675
    New Legacy Group, LLCNew York, NY · 38 clientsPrivate fund adviserHybrid
    Merrill / Bank of America 100%
    $1.3B
  36. 4676
    Trigate Management LLCDallas, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  37. 4677
    Redefine Ventures LLCBoulder, CO · 33 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  38. 4678
    Symphony Financial Partners (singapore) PTE. LTD.Singapore, Singapore · 6 clientsPrivate fund adviser
    J.P. Morgan 55%BNY 26%
    $1.3B
  39. 4679
    Bigsur Partners, LLCMiami, FL · 80 clientsWealth manager
    J.P. Morgan 66%Schwab 34%
    $1.3B
  40. 4680
    Private Capital Advisors, Inc.Darien, CT · 270 clientsWealth manager
    Pershing 97%
    $1.3B

RIAs by state