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. 5081
    The Clarus GroupHouston, TX · 613 clientsWealth manager
    Fidelity 59%Raymond James 41%
    $1.1B
  2. 5082
    Integrity Advisory SolutionsDallas, TX · 2,428 clientsWealth managerHybridIntegrity Alliance, LLC, Integrity Capital, LLC
    Schwab 83%
    $1.1B
  3. 5083
    Coppell Advisory Solutions LLCDallas, TX · 8,850 clientsWealth managerHybrid
    Schwab 100%
    $1.1B
  4. 5084
    SB Advisory, LLCAtlanta, GA · 2,744 clientsWealth managerHybridSAN Blas Securities LLC
    RBC 100%
    $1.1B
  5. 5085
    Crest Rock PartnersDenver, CO · 4 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  6. 5086
    Minneapolis Portfolio Management Group, LLCWayzata, MN · 1,830 clientsWealth manager
    Schwab 100%
    $1.1B
  7. 5087
    Cohen CapitalChicago, IL · 1,478 clientsWealth managerWrap sponsor
    Fidelity 100%
    $1.1B
  8. 5088
    Enclave Advisors, LLCAustin, TX · 75 clientsWealth manager
    Schwab 92%
    $1.1B
  9. 5089
    Lyric Capital Management Group, L.P.New York, NY · 17 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  10. 5090
    Nexa Equity LLCSan Francisco, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  11. 5091
    Nexpoint Real Estate Advisors X, L.P.Dallas, TX · 1 clientsPrivate fund adviserAffiliated broker-dealerNexbank Securities Inc, Nexpoint Securities, Inc.
    No custodian reported
    $1.1B
  12. 5092
    Bruni J V & CoColorado Springs, CO · 386 clientsWealth manager
    Schwab 100%
    $1.1B
  13. 5093
    Stage Harbor FinancialWestwood, MA · 348 clientsWealth manager
    Fidelity 100%
    $1.1B
  14. 5094
    The Pacific Center for Financial ServicesDanville, CA · 789 clientsWealth manager
    Schwab 100%
    $1.1B
  15. 5095
    Asset Consulting Group, LLCClayton, MO · 161 clientsAsset managerAffiliated broker-dealer
    Northern Trust 24%
    $1.1B
  16. 5096
    Financial ConsulateHunt Valley, MD · 849 clientsWealth manager
    Schwab 95%
    $1.1B
  17. 5097
    Night Owl Capital Management, LLCGreenwich, CT · 219 clientsWealth manager
    Fidelity 65%
    $1.1B
  18. 5098
    Presidio Investors LLCAustin, TX · 14 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  19. 5099
    New Harbor CapitalChicago, IL · 11 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  20. 5100
    Towneley Capital Management, Inc.Laguna Hills, CA · 240 clientsAsset manager
    Schwab 100%
    $1.1B
  21. 5101
    PKS Advisory Services, LLCAlbany, NY · 4,892 clientsWealth managerPublic-company ownedHybridCabot Lodge Securities LLC, PKS Securities, Inc., clears through RBC Capital Markets, Raymond James, National Financial Services (Fidelity)
    Fidelity 100%
    $1.1B
  22. 5102
    Tanara Wealth Management LLCLehi, UT · 390 clientsWealth manager
    Schwab 100%
    $1.1B
  23. 5103
    MakaroraNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  24. 5104
    Holt Capital Partners, L.P.Fort Worth, TX · 142 clientsWealth manager
    Schwab 85%
    $1.1B
  25. 5105
    CS Capital Management IncEl Segundo, CAAsset manager
    No custodian reported
    $1.1B
  26. 5106
    LFALugano - Ticino, Switzerland · 302 clientsWealth manager
    Banca Julius Baer Zurigo 63%
    $1.1B
  27. 5107
    The Joseph Group Capital ManagementColumbus, OH · 832 clientsWealth manager
    Schwab 100%
    $1.1B
  28. 5108
    Summit Peak Investments, LLC32 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  29. 5109
    Hunter Capital ManagementLombard, IL · 537 clientsWealth managerWrap sponsor
    No custodian reported
    $1.1B
  30. 5110
    Tri Locum Partners LPNew York, NY · 8 clientsPrivate fund adviser
    Morgan Stanley 100%
    $1.1B
  31. 5111
    Meson Quantitative Management LLCSan Francisco, CA · 4 clientsPrivate fund adviser
    Goldman Sachs 66%Interactive Brokers 34%
    $1.1B
  32. 5112
    Financial ConceptsColumbus, MS · 2,537 clientsWealth manager
    Capital Bank and Trust 100%
    $1.1B
  33. 5113
    Wescap GroupGlendale, CA · 331 clientsWealth manager
    Schwab 100%
    $1.1B
  34. 5114
    Dixon Financial Services335 clientsWealth manager
    Schwab 100%
    $1.1B
  35. 5115
    MAY River CapitalChicago, IL · 6 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  36. 5116
    TobamParis, France · 25 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  37. 5117
    Riot Ventures Management, LLCVenice, CA · 28 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  38. 5118
    Centerfield Capital PartnersIndianapolis, IN · 6 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  39. 5119
    Integrated Investment Consultants, LLCBloomfield Hills, MI · 285 clientsWealth manager
    Schwab 100%
    $1.1B
  40. 5120
    CW Investment Advisers, LLCLos Angeles, CA · 24 clientsPrivate fund adviser
    Delaware Trust 100%
    $1.1B

RIAs by state