Thursday, October 29, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB LPL shares freefall more than 15% after investors aren't appeased by answers to hard-hitting questions about next act after Commonwealth, or by CEO humor during the quarterly analysts' callRB 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 Plan
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. 5041
    New Century Partners3 clientsAsset manager
    Comerica Bank 85%
    $1.1B
  2. 5042
    Knightsbridge Wealth ManagementNewport Beach, CA · 546 clientsWealth manager
    Fidelity 78%
    $1.1B
  3. 5043
    Wishbone Management, LPChicago, IL · 4 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  4. 5044
    Wilkins Investment Counsel, IncBoston, MA · 212 clientsWealth manager
    Fidelity 52%SEI 48%
    $1.1B
  5. 5045
    Aldrich Capital Partners LLCMcLean, VA · 14 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  6. 5046
    Founders Family OfficeMiami, FL · 8 clientsWealth manager
    J.P. Morgan 72%
    $1.1B
  7. 5047
    ASA Managed Account Managers LLCMinneapolis, MN · 227 clientsWealth manager
    Schwab 77%Cadence Bank 23%
    $1.1B
  8. 5048
    Schaefer Financial Management, Inc.Centennial, CO · 446 clientsWealth manager
    No custodian reported
    $1.1B
  9. 5049
    Lynx Investment Advisory, LLCWashington, DC · 236 clientsWealth managerHybrid
    Schwab 52%Fidelity Distributors Company 48%
    $1.1B
  10. 5050
    Crescent Cove Advisors, LPSan Francisco, CA · 24 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  11. 5051
    Lighthouse Financial Advisors, Inc.Red Bank, NJ · 429 clientsWealth manager
    Fidelity 100%
    $1.1B
  12. 5052
    HTG Investment Advisors IncNew Canaan, CT · 377 clientsWealth manager
    Schwab 64%Fidelity 36%
    $1.1B
  13. 5053
    Smith Brothers Financial, LLCGlastonbury, CT · 494 clientsAsset managerHybrid
    LPL Financial 91%
    $1.1B
  14. 5054
    Godspeed Capital Management LPWashington, DC · 10 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  15. 5055
    Capital Advisors Wealth ManagementYakima, WA · 1,051 clientsWealth manager
    Schwab 86%
    $1.1B
  16. 5056
    Ameriserv Wealth Advisors IncJohnstown, PA · 55 clientsAsset manager
    Ameriserv Financial Bank 100%
    $1.1B
  17. 5057
    Arthur M. Cohen & Associates LLCNorthbrook, IL · 191 clientsWealth manager
    Pershing 99%
    $1.1B
  18. 5058
    Bearing Point CapitalRichfield, MN · 236 clientsWealth manager
    Raymond James 100%
    $1.1B
  19. 5059
    Abry Partners III, LLCBoston, MA · 4 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  20. 5060
    Brigham Management, LLCAustin, TX · 11 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  21. 5061
    Markets Infrastructure PartnersNew York, NY · 3 clientsAsset manager
    No custodian reported
    $1.1B
  22. 5062
    Channing Global Advisors, LLCFort Lauderdale, FL · 33 clientsAsset manager
    State Street 66%BNY 22%
    $1.1B
  23. 5063
    Dock Street Asset Management IncPalm Beach, FL · 178 clientsWealth manager
    Schwab 100%
    $1.1B
  24. 5064
    Newfound Research LLCSt. Petersburg, FL · 8 clientsAsset manager
    No custodian reported
    $1.1B
  25. 5065
    Round Hill Music LPNashville, TN · 7 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  26. 5066
    Heirloom Wealth Management LLCGreenwood Village, CO · 853 clientsWealth manager
    Schwab 100%
    $1.1B
  27. 5067
    Crescent Cap NT Advisors, LLCLos Angeles, CA · 1 clientsAsset managerAffiliated broker-dealerAdvisors Asset Management, Inc., BGO Capital (canada) Inc.
    No custodian reported
    $1.1B
  28. 5068
    Benchstone Capital Management LPNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  29. 5069
    Arden Fund Management, LLCPhiladelphia, PA · 13 clientsPrivate fund adviserHybrid
    No custodian reported
    $1.1B
  30. 5070
    Laurel Wealth Advisors, LLCCharlotte, NC · 547 clientsWealth manager
    Fidelity 89%
    $1.1B
  31. 5071
    Kings Court Capital PTE. LTDSingapore, Singapore, Singapore · 8 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  32. 5072
    Financial Advisors Network, Inc.Tustin, CA · 823 clientsWealth managerWrap sponsor
    Schwab 100%
    $1.1B
  33. 5073
    Deccan Value Investors L.P.7 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  34. 5074
    Upper90Providence, RI · 31 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  35. 5075
    Triasima Portfolio Management Inc.Montreal, Quebec, Canada · 56 clientsAsset manager
    RBC 100%
    $1.1B
  36. 5076
    Kian Capital Partners, LLCCharlotte, NC · 7 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  37. 5077
    Financial Advisory CorporationGrand Rapids, MI · 293 clientsWealth manager
    Schwab 100%
    $1.1B
  38. 5078
    Riverbend Capital Advisors, LLCChicago, IL · 239 clientsWealth manager
    Schwab 53%Fidelity 24%J.P. Morgan 23%
    $1.1B
  39. 5079
    Berkeley Capital Partners, LLCMilton, GA · 1,605 clientsWealth managerHybrid
    Schwab 100%
    $1.1B
  40. 5080
    Olive Technology Ventures Management, LLCPalo Alto, CA · 31 clientsPrivate fund adviserAffiliated broker-dealerArk Group Holdings (hong Kong) Limited, Noah Holdings Singapore PTE LTD.
    No custodian reported
    $1.1B

RIAs by state