Friday, October 30, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Rising Stars 2026: Turning complexity into confidenceIN The three ghosts of tax planning: Why advisors cannot afford to waitWM Celebrities & Wealth Series: NFL Pro Bowler D’Qwell JacksonIN Retirement healthcare costs: Advisors push HSAs to fill Medicare gapsIN LPL Financial adds $525M Georgia team from Northwestern MutualIN Inflation and debt leave four generations strained in retirement raceIN AI in asset management operations moves beyond fixing errors fasterIN Binance hack: $6.3 billion stolen in largest crypto heist in historyIN New platform aims to bridge health and financial planning for advisorsFP Wells Fargo raises hurdle for higher advisor payouts for first time in 5 years
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. 6641
    Eagle Bay Family OfficeNew York, NY · 50 clientsWealth manager
    Fidelity 100%
    $681M
  2. 6642
    JB Capital Partners1 clientsPrivate fund adviserHybrid
    No custodian reported
    $681M
  3. 6643
    1st & Main Growth PartnersChicago, IL · 3 clientsPrivate fund adviser
    No custodian reported
    $680M
  4. 6644
    Von Borstel & AssociatesThe Dalles, OR · 500 clientsWealth manager
    Schwab 100%
    $680M
  5. 6645
    EFM Investments & Advisory LLCPortland, OR · 9 clientsPrivate fund adviser
    No custodian reported
    $680M
  6. 6646
    Truffle Hound Capital, LLCBethesda, MD · 1 clientsPrivate fund adviser
    No custodian reported
    $680M
  7. 6647
    Landmark Wealth ManagementGetzville, NY · 294 clientsWealth manager
    Fidelity 100%
    $680M
  8. 6648
    Encore Housing Opportunity Fund Investment Manager, LLCBoca Raton, FL · 12 clientsPrivate fund adviserHybridBuilder Advisor Group, LLC
    No custodian reported
    $680M
  9. 6649
    Century Management Financial AdvisorsAustin, TX · 737 clientsWealth manager
    Schwab 83%
    $680M
  10. 6650
    Saxon Financial GroupHouston, TX · 509 clientsWealth manager
    Raymond James 90%
    $679M
  11. 6651
    Brasada Capital Management, LPHouston, TX · 382 clientsWealth manager
    Schwab 100%
    $679M
  12. 6652
    Signal Securities, Inc.Fort Worth, TX · 1,137 clientsBroker-dealer firmHybridSignal Securities, Inc.
    No custodian reported
    $679M
  13. 6653
    Forefront Analytics, LLCW. Conshohocken, PA · 147 clientsAsset manager
    Schwab 72%Fidelity 28%
    $679M
  14. 6654
    Monument Group Wealth Advisors, LLCConcord, MA · 173 clientsWealth manager
    Schwab 63%Fidelity 37%
    $679M
  15. 6655
    Thor Wealth Management IncCincinnati, OH · 493 clientsWealth manager
    Schwab 100%
    $679M
  16. 6656
    Hudson Value Partners, LLCPalm Beach, FL · 204 clientsWealth managerWrap sponsor
    Pershing 90%
    $678M
  17. 6657
    Valinor Wealth ManagementPlano, TX · 25 clientsAsset manager
    Schwab 100%
    $678M
  18. 6658
    Hyposwiss Advisors SAGeneva, Switzerland · 176 clientsWealth managerBank-affiliated
    Hyposwiss Private Bank 28%Banque Pictet ET CIE SA 24%UBS 23%
    $678M
  19. 6659
    MTM Investment Management, LLCSpartanburg, SC · 424 clientsWealth manager
    Raymond James 100%
    $678M
  20. 6660
    Castle Harlan, Inc.New York, NY · 21 clientsPrivate fund adviser
    No custodian reported
    $678M
  21. 6661
    Good Springs CapitalNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $678M
  22. 6662
    VSM Wealth Advisory, LLCHunt Valley, MD · 613 clientsWealth manager
    Schwab 100%
    $678M
  23. 6663
    Financial Strategies Group, IncOkemos, MI · 1,284 clientsWealth manager
    Schwab 86%
    $677M
  24. 6664
    9823 Capital, LPDallas, TX · 18 clientsPrivate fund adviser
    Goldman Sachs 85%
    $677M
  25. 6665
    Yorktown Management and Research Co IncForest, VA · 1 clientsAsset managerHybrid
    No custodian reported
    $677M
  26. 6666
    Carderock Capital Management, Inc.Chevy Chase, MD · 221 clientsWealth manager
    Schwab 98%
    $677M
  27. 6667
    Leverty Financial Group, LLCHudson, WI · 665 clientsWealth manager
    Pershing 100%
    $677M
  28. 6668
    Jacobson & Schmitt Advisors, LLCMiddleton, WI · 462 clientsWealth manager
    Schwab 100%
    $676M
  29. 6669
    Rockport Wealth AdvisorsFairview Park, OH · 1,623 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $676M
  30. 6670
    Pasi Investments, LLCFarmington, CT · 439 clientsAsset managerAffiliated broker-dealerDaybright Securities, LLC
    Empower Trust 48%Schwab 33%
    $676M
  31. 6671
    Boston Research and Management, Inc.Manchester, MA · 124 clientsWealth manager
    Fidelity 100%
    $676M
  32. 6672
    Stordahl Capital Management, Inc.Greenwood Village, CO · 331 clientsWealth manager
    Schwab 100%
    $676M
  33. 6673
    Waterway Wealth Management, L.L.C.The Woodlands, TX · 142 clientsWealth managerWrap sponsor
    Fidelity 100%
    $676M
  34. 6674
    Yiheng Capital Management, L.P.San Francisco, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $676M
  35. 6675
    Aphias Capital, L.P.San Francisco, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $676M
  36. 6676
    Summit Wealth Partners, LLCOrlando, FL · 783 clientsWealth manager
    Schwab 74%Fidelity 26%
    $676M
  37. 6677
    Advantage Wealth PartnersFort Myers, FL · 583 clientsWealth managerWrap sponsor
    Fidelity 86%
    $675M
  38. 6678
    Little House Capital, LLCBraintree, MA · 253 clientsWealth manager
    Schwab 76%Fidelity 24%
    $675M
  39. 6679
    RDA Financial NetworkAkron, IA · 1,521 clientsWealth managerHybrid
    Schwab 100%
    $675M
  40. 6680
    Allegiance Financial GroupVienna, VA · 605 clientsWealth managerHybrid
    Schwab 78%Fidelity 22%
    $675M

RIAs by state