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
FP Survey: Firms commit to marketing but aren't tracking the resultsFP High mortgage rates complicate the case for paying cash for a homeIN Advisor moves: Raymond James lands $700M Truist duo in FloridaFP Ask an Advisor: What non-AUM metrics do you use to measure your firm's success?SEC SEC Issues Exemptive Relief from Treasury Clearing Requirements for Certain Inter-Affiliate and Non-U.S. Repo TransactionsWM Wealth Firms Urge Patience on Anthropic IPOIN Schwab IMPACT 2026 full conference coverageWM Snowden Lane Settles SEC Charges Over Fee DisclosuresIN RIA M&A could hit an all-time high in 2026, says FP TransitionsIN Wirehouse moves: JPMorgan taps Merrill veteran for Southeast role as BofA beefs up OCIO team
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. 7201
    Hobbs Group Advisors LLCColumbia, SC · 479 clientsWealth manager
    Fidelity 100%
    $584M
  2. 7202
    Fortis Advisors, LLCWayne, PA · 91 clientsAsset manager
    Schwab 100%
    $584M
  3. 7203
    Fortress Private Ledger, LLCRaleigh, NC · 704 clientsBroker-dealer firmHybrid
    Schwab 63%Interactive Brokers 37%
    $584M
  4. 7204
    Monetary Management Group IncSt Louis, MO · 117 clientsWealth managerWrap sponsor
    RBC 78%
    $584M
  5. 7205
    Persium Advisors, LLCAtlanta, GA · 177 clientsWealth manager
    Schwab 100%
    $584M
  6. 7206
    Vine Investment Advisors, LPPalm Beach Gardens, FL · 8 clientsPrivate fund adviser
    No custodian reported
    $583M
  7. 7207
    Pathview Wealth AdvisorsSan Diego, CA · 362 clientsWealth manager
    Schwab 100%
    $583M
  8. 7208
    Praesidium Investment ManagementNew York, NY · 8 clientsAsset manager
    BNY 88%
    $583M
  9. 7209
    Citymark Capital Management Company LLCCleveland, OH · 2 clientsPrivate fund adviser
    No custodian reported
    $583M
  10. 7210
    Howard Bailey Securities, LLCFort Wayne, IN · 1,756 clientsWealth manager
    Fidelity 100%
    $583M
  11. 7211
    Marble Trail AdvisorsMiddlebury, VT · 368 clientsWealth manager
    Schwab 63%Pershing 37%
    $583M
  12. 7212
    Manteio Scalable Technologies LLCJersey City, NJ · 3 clientsAsset manager
    Goldman Sachs 100%
    $583M
  13. 7213
    Richardson Capital Management, LLCMenomonee Falls, WI · 262 clientsWealth managerHybrid
    Schwab 100%
    $582M
  14. 7214
    Northlight Capital PartnersWestport, CT · 14 clientsPrivate fund adviser
    No custodian reported
    $582M
  15. 7215
    Avalon Capital ManagementMenlo Park, CA · 163 clientsWealth manager
    Schwab 100%
    $582M
  16. 7216
    Boden WealthLemoyne, PA · 1,212 clientsWealth manager
    SEI 100%
    $582M
  17. 7217
    Freshford Capital Management, LLCHarrison, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $582M
  18. 7218
    Two Sigma Real Estate, LPNew York, NY · 8 clientsPrivate fund adviserAffiliated broker-dealerTwo Sigma Execution Services, LLC, Two Sigma Securities UK Limited
    No custodian reported
    $582M
  19. 7219
    Stewart Wealth Management, Inc.San Rafael, CA · 346 clientsWealth manager
    Schwab 100%
    $582M
  20. 7220
    Armadillo Litigation Funding LLCHouston, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $581M
  21. 7221
    55 North Private WealthWinter Park, FL · 158 clientsWealth manager
    Fidelity 50%Schwab 50%
    $581M
  22. 7222
    Hyperion Capital Advisors LPNew York, NY · 36 clientsPrivate fund adviser
    Pershing 83%
    $581M
  23. 7223
    Rainier Investment Management LLCSeattle, WA · 4 clientsAsset managerAffiliated broker-dealerManning & Napier Investor Services, Inc.
    J.P. Morgan 100%
    $581M
  24. 7224
    RTW Financial Advisors IncDallas, TX · 182 clientsWealth managerHybrid
    Hilltop Securities 100%
    $581M
  25. 7225
    Keystone Global Partners LLCDenver, CO · 50 clientsWealth manager
    Schwab 100%
    $581M
  26. 7226
    Mosaic AdvisorsHouston, TX · 72 clientsWealth manager
    Schwab 100%
    $581M
  27. 7227
    Winch FinancialAppleton, WI · 851 clientsWealth manager
    LPL Financial 100%
    $580M
  28. 7228
    Northwest Quadrant Wealth ManagementBend, OR · 1,014 clientsWealth managerHybrid
    LPL Financial 83%
    $580M
  29. 7229
    Savanna Investment Management LLCNew York, NY · 27 clientsPrivate fund adviser
    No custodian reported
    $580M
  30. 7230
    Able Wealth Management LLCToms River, NJ · 1,030 clientsWealth manager
    Schwab 57%Fidelity 38%
    $580M
  31. 7231
    Harvey Capital Management IncPalm Beach, FL · 172 clientsWealth manager
    No custodian reported
    $579M
  32. 7232
    EPG Wealth Management LLCAtlanta, GA · 1,194 clientsWealth managerHybrid
    Fidelity Distributors Company 47%Schwab 32%
    $579M
  33. 7233
    Mattern Wealth Management LLCLawrence, KS · 613 clientsWealth manager
    Schwab 57%Wells Fargo 43%
    $579M
  34. 7234
    Edgerock Wealth ManagementDenver, CO · 575 clientsWealth manager
    Fidelity 100%
    $579M
  35. 7235
    Two Roads Partners Management, LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $579M
  36. 7236
    Civitas Capital Management, LLCDallas, TX · 83 clientsPrivate fund adviser
    No custodian reported
    $579M
  37. 7237
    Twele Capital Management, Inc.Minnetonka, MN · 67 clientsAsset manager
    Schwab 100%
    $578M
  38. 7238
    Boxer Capital Management, LLCSan Diego, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $578M
  39. 7239
    Bh3 Fund Advisors, LLCFort Lauderdale, FL · 9 clientsPrivate fund adviser
    No custodian reported
    $578M
  40. 7240
    Oxler Private WealthRye Brook, NY · 151 clientsWealth manager
    Pershing 100%
    $578M

RIAs by state