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. 7241
    Jackson, Grant Investment Advisers, Inc.Stamford, CT · 94 clientsWealth manager
    Pershing 100%
    $578M
  2. 7242
    Infinedi Partners, LP5 clientsPrivate fund adviser
    No custodian reported
    $577M
  3. 7243
    Valueworks, LLCNew York City, NY · 85 clientsPrivate fund adviser
    Pershing 41%Schwab 31%RBC 28%
    $577M
  4. 7244
    Silverview Credit Partners LPTampa, FL · 16 clientsPrivate fund adviser
    No custodian reported
    $577M
  5. 7245
    Cello Capital Management, LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $577M
  6. 7246
    Tabor Asset Management, LPNew York, NY · 8 clientsAsset manager
    Merrill / Bank of America 51%Jefferies 29%
    $577M
  7. 7247
    Brogan FinancialKnoxville, TN · 746 clientsWealth manager
    Schwab 100%
    $577M
  8. 7248
    Birnam Oak Advisors, LPNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $577M
  9. 7249
    Alexander Investment Services Co.Louisville, KY · 1,261 clientsBroker-dealer firmHybrid
    Schwab 84%
    $577M
  10. 7250
    Allodium Investment Consultants, LLCMinneapolis, MN · 282 clientsWealth manager
    Schwab 100%
    $577M
  11. 7251
    Angeleno Group, LLCBeverly Hills, CA · 11 clientsPrivate fund adviser
    No custodian reported
    $577M
  12. 7252
    Muddy Waters Capital LLCAustin, TX · 11 clientsPrivate fund adviser
    No custodian reported
    $576M
  13. 7253
    Shorehill Capital LLCChicago, IL · 2 clientsPrivate fund adviser
    No custodian reported
    $576M
  14. 7254
    Sanders Morris LLCHouston, TX · 127 clientsBroker-dealer firmHybrid
    Pershing 100%
    $576M
  15. 7255
    G&h InvestmentsLeola, PA · 136 clientsWealth manager
    Schwab 100%
    $576M
  16. 7256
    Rezny Wealth Management, Inc.Fort Myers, FL · 275 clientsWealth manager
    Schwab 100%
    $576M
  17. 7257
    Domain Timber Advisors, LLCAtlanta, GA · 6 clientsPrivate fund adviser
    No custodian reported
    $576M
  18. 7258
    Bulletproof Capital, LLCChicago, IL · 9 clientsPrivate fund adviser
    Schwab 100%
    $576M
  19. 7259
    Northern Lakes Capital, L.P.Minneapolis, MN · 7 clientsPrivate fund adviser
    No custodian reported
    $575M
  20. 7260
    Southocean Capital Partners, LLCFt. Lauderdale, FL · 17 clientsPrivate fund adviser
    No custodian reported
    $575M
  21. 7261
    Lucashill, LLCDallas, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $575M
  22. 7262
    Sage Advisors, LLCEdmonds, WA · 690 clientsWealth manager
    Fidelity 0%
    $575M
  23. 7263
    Keidan Financial Consultants LLCColumbus, OH · 184 clientsWealth managerHybrid
    Pershing 100%
    $575M
  24. 7264
    Western Standard, LLCLos Angeles, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $575M
  25. 7265
    Realization Capital Partners Management LLC2 clientsPrivate fund adviser
    No custodian reported
    $574M
  26. 7266
    Untitled Investments LPNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $574M
  27. 7267
    Berkeley, IncBoise, ID · 222 clientsWealth manager
    Schwab 100%
    $574M
  28. 7268
    Curtis Advisory Group, LLCSanta Barbara, CA · 157 clientsWealth manager
    Schwab 100%
    $574M
  29. 7269
    FSA Advisors, Inc.Troy, MI · 4,406 clientsWealth manager
    Schwab 65%Fidelity 35%
    $573M
  30. 7270
    Bastion Management II LLCStamford, CT · 6 clientsPrivate fund adviserAffiliated broker-dealerMesirow Financial, Inc., clears through National Financial Services (Fidelity), Pershing
    No custodian reported
    $573M
  31. 7271
    Burkett Financial Services, LLCRock Hill, SC · 476 clientsWealth manager
    Schwab 100%
    $573M
  32. 7272
    North Shore Private Asset Management, LLCLake Forest, IL · 218 clientsWealth managerHybrid
    Schwab 61%Raymond James 36%
    $573M
  33. 7273
    G.W. Sherwold Associates, Inc.Lake Forest, CA · 424 clientsBroker-dealer firmHybrid
    No custodian reported
    $572M
  34. 7274
    The Ithaka Group, LLCArlington, VA · 126 clientsAsset manager
    U.S. Bank 57%Schwab 43%
    $572M
  35. 7275
    Prasad Wealth PartnersIndependence, OH · 729 clientsWealth managerHybrid
    Fidelity 100%
    $572M
  36. 7276
    Linepoint Partners & Co.Los Angeles, CA · 34 clientsAsset manager
    Goldman Sachs 66%Northern Trust 34%
    $572M
  37. 7277
    Conning Investment Products, Inc.Hartford, CTBroker-dealer firmHybridConning Asia Pacific Limited (hong Kong), Conning Asset Management (UK) LTD.
    Royal Bank of Canada Dexia 59%BNY 41%
    $572M
  38. 7278
    Painted Porch Advisors LLCSanta Barbara, CA · 297 clientsWealth manager
    Schwab 100%
    $572M
  39. 7279
    Independent Investors IncNesconset, NY · 100 clientsWealth manager
    Pershing 57%BNY 43%
    $572M
  40. 7280
    Family WMS, LLCAthens, GA · 61 clientsWealth manager
    Schwab 100%
    $572M

RIAs by state