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
FP Why the way advisors talk about Social Security changes claiming plansWM The Diamond Podcast for Financial Advisors: Expert AI Advice from John O'ConnellWSR How Advisors Can Steer Clients To Weather Rising Interest RatesWSR Schwab Expands AI Tools For RIAsWSR Patent Perspectives: The Future Of Financial Advice Is More Human, Not LessIN Tax planning gap puts affluent women clients at risk of leavingKC Value-Based Pricing For Financial Planning And Charging As Much As The Market Will Bear: Kitces & Carl 202IN FinCEN rule "essentially dead" for U.S. firms, compliance experts warnIN Inflation is gutting retirement savings and most Americans don't see what's comingIN Private assets in 401(k) plans draw rising interest from savers
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. 5521
    Martin, Javan Von33 clientsWealth manager
    Vanguard 100%
    $952M
  2. 5522
    Converium Capital Inc.Montreal, Quebec, Canada · 4 clientsPrivate fund adviser
    No custodian reported
    $952M
  3. 5523
    Legacy Financial Strategies, LLCOverland Park, KS · 696 clientsWealth manager
    Schwab 100%
    $952M
  4. 5524
    Cornerstone Planning GroupFairfield, NJ · 1,251 clientsWealth manager
    Schwab 100%
    $952M
  5. 5525
    American Financial Advisors, LLC.Marietta, GA · 820 clientsWealth manager
    Schwab 52%Fidelity 48%
    $950M
  6. 5526
    Brickley Wealth ManagementSan Mateo, CA · 196 clientsWealth manager
    Schwab 100%
    $950M
  7. 5527
    Everview Partners, L.P.New York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $950M
  8. 5528
    Robotti & Company Advisors, LLCNew York, NY · 252 clientsPrivate fund adviserHybridRobotti Securities, LLC
    Schwab 80%
    $950M
  9. 5529
    Headlands CapitalNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $949M
  10. 5530
    Ground Swell Capital, LLCFolly Beach, SC · 2 clientsPrivate fund adviser
    No custodian reported
    $949M
  11. 5531
    Petrocap, LLCDallas, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $949M
  12. 5532
    SMI Advisory Services, LLCColumbus, IN · 1,083 clientsWealth managerWrap sponsor
    Schwab 100%
    $949M
  13. 5533
    The Mosaic Financial Group, LLCChicago, IL · 133 clientsWealth manager
    Schwab 100%
    $949M
  14. 5534
    Destiny Wealth Partners, LLCTavares, FL · 939 clientsWealth managerWrap sponsor
    Schwab 66%
    $947M
  15. 5535
    HBC Group LLC.1 clientsPrivate fund adviser
    No custodian reported
    $947M
  16. 5536
    Auxier Asset ManagementAurora, OR · 506 clientsWealth manager
    Schwab 100%
    $946M
  17. 5537
    Almanack Investment PartnersNewtown Square, PA · 426 clientsWealth managerHybrid
    Schwab 80%
    $946M
  18. 5538
    Asset Risk Consultants (UK) LimitedLondon, United Kingdom · 10 clientsWealth manager
    No custodian reported
    $945M
  19. 5539
    DGV Solutions LPMinnetonka, MN · 2 clientsPrivate fund adviser
    Northern Trust 100%
    $944M
  20. 5540
    Edgbaston Investment PartnersLondon, United Kingdom · 3 clientsPrivate fund adviser
    State Street 100%
    $944M
  21. 5541
    Hazelview Securities Inc.Toronto, Ontario, Canada · 7 clientsBroker-dealer firm
    Helaba Landesbank Hessen Thuringen 47%CIBC Mellon Trust 35%
    $943M
  22. 5542
    Lafayette Investments, Inc.Ashton, MD · 245 clientsWealth manager
    Schwab 100%
    $943M
  23. 5543
    Ashford Advisors, LLCPittsford, NY · 79 clientsWealth manager
    Schwab 76%Northern Trust 24%
    $943M
  24. 5544
    Vesey Street Capital PartnersNew York, NY · 19 clientsPrivate fund adviser
    No custodian reported
    $942M
  25. 5545
    EQ Wealth Management544 clientsWealth manager
    Fidelity 100%
    $942M
  26. 5546
    HCM WealthSan Rafael, CA · 296 clientsWealth manager
    Schwab 100%
    $942M
  27. 5547
    Disciplined Investors, L.L.C.Waco, TX · 528 clientsWealth manager
    Schwab 74%Empower Financial Services 26%
    $942M
  28. 5548
    Emerald Advisors, LLCBellevue, WA · 216 clientsWealth manager
    Fidelity 50%Schwab 50%
    $941M
  29. 5549
    Peachtree GroupAtlanta, GA · 27 clientsPrivate fund adviserAffiliated broker-dealerPeachtree PC Investors, LLC
    No custodian reported
    $941M
  30. 5550
    Fagan Associates IncTroy, NY · 1,800 clientsWealth manager
    Schwab 100%
    $941M
  31. 5551
    Rudney AssociatesAlamo, CA · 470 clientsWealth manager
    Schwab 100%
    $940M
  32. 5552
    Develop Capital Partners, LP.Pittsford, NY · 1 clientsAsset manager
    Northern Trust 100%
    $940M
  33. 5553
    Blankinship & Foster, LLCSolana Beach, CA · 290 clientsWealth manager
    Schwab 100%
    $940M
  34. 5554
    Strattam Capital Management, LLCSan Francisco, CA · 17 clientsPrivate fund adviser
    No custodian reported
    $939M
  35. 5555
    Ascension Capital Advisors, Inc.Houston, TX · 240 clientsWealth managerHybrid
    Schwab 80%
    $939M
  36. 5556
    Roberts, Glore & Co.Deerfield, IL · 397 clientsWealth manager
    Fidelity 100%
    $938M
  37. 5557
    Cedar Street Asset Management LLCChicago, IL · 4 clientsAsset manager
    J.P. Morgan 73%
    $938M
  38. 5558
    MAC Alpha Capital Management, LPTampa, FL · 9 clientsAsset manager
    State Street 78%
    $938M
  39. 5559
    Sirios Capital Management, L.P.Boston, MA · 5 clientsPrivate fund adviser
    No custodian reported
    $937M
  40. 5560
    CC Capital Insurance Advisors LLCNew York, NY · 2 clientsPrivate fund adviserAffiliated broker-dealerArena Financial Services, LLC
    J.P. Morgan 100%
    $937M

RIAs by state