Saturday, October 31, 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. 7761
    Financial Designs CorporationClaremont, CA · 516 clientsWealth managerWrap sponsor
    Schwab 100%
    $508M
  2. 7762
    WEA Financial Advisors, Inc.Madison, WI · 618 clientsAsset managerHybridWEA Investment Services, Inc.
    Matrix Trust 87%
    $508M
  3. 7763
    Agellus Capital, LLCClayton, MO · 6 clientsPrivate fund adviser
    No custodian reported
    $508M
  4. 7764
    Crossbeam Venture PartnersNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $508M
  5. 7765
    Mandarinfish Management, LLC4 clientsPrivate fund adviser
    No custodian reported
    $508M
  6. 7766
    Garden InvestmentsGreenwich, CT · 2 clientsPrivate fund adviser
    No custodian reported
    $508M
  7. 7767
    Wealthcrest Financial Services, LLCSpringfield, VA · 380 clientsWealth managerHybrid
    No custodian reported
    $508M
  8. 7768
    Stratis Capital, LLCDarien, CT · 1 clientsWealth manager
    Goldman Sachs 86%
    $508M
  9. 7769
    The LAM Group, Inc.80 clientsWealth manager
    Schwab 80%
    $507M
  10. 7770
    MEP Capital Management, LLCNew York, NY · 21 clientsPrivate fund adviser
    No custodian reported
    $507M
  11. 7771
    Maltin Wealth Management, Inc.214 clientsWealth managerWrap sponsor
    Fidelity 100%
    $507M
  12. 7772
    Pine Harbor Wealth Management LLCFairfax, VA · 159 clientsWealth manager
    Schwab 74%Fidelity 26%
    $507M
  13. 7773
    Helvetia Investment AdvisorsLugano, Switzerland · 137 clientsWealth manager
    No custodian reported
    $507M
  14. 7774
    LFL Advisers, LLCEvanston, IL · 4 clientsPrivate fund adviser
    Northern Trust 72%J.P. Morgan 28%
    $507M
  15. 7775
    Boone Wealth Advisors, LLCBellevue, WA · 305 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $507M
  16. 7776
    Kaufman Rossin Wealth, LLCMiami, FL · 230 clientsWealth managerHybrid
    Schwab 58%Fidelity 42%
    $507M
  17. 7777
    Creand ManagementMiami, FL · 134 clientsWealth managerBank-affiliatedHybridBeta Capital Securities LLC, Creand Securities Panama SA, clears through Interactive Brokers
    Creand Securities 100%
    $507M
  18. 7778
    Cleveland Wealth, LLCCleveland, OH · 396 clientsWealth manager
    Schwab 100%
    $507M
  19. 7779
    Onyx Financial Advisors, LLCIdaho Falls, ID · 272 clientsWealth manager
    Fidelity 100%
    $506M
  20. 7780
    Blacksand Capital, LLCHonolulu, HI · 13 clientsPrivate fund adviser
    No custodian reported
    $506M
  21. 7781
    Financial & Tax Architects, LLCSt. Louis, MO · 1,574 clientsWealth manager
    Schwab 100%
    $506M
  22. 7782
    Bluesphere Advisors LLCEast Norriton, PA · 482 clientsWealth managerHybrid
    Schwab 100%
    $506M
  23. 7783
    Welch Capital Partners LLCHarrison, NY · 42 clientsAsset manager
    BNY 100%
    $506M
  24. 7784
    EAB Investment Group, LLCBala Cynwyd, PA · 1 clientsAsset managerHybrid
    No custodian reported
    $506M
  25. 7785
    Park Street Capital Advisers, L.L.C.7 clientsPrivate fund adviser
    No custodian reported
    $506M
  26. 7786
    First Advisors National, LLCAtlanta, GA · 4,858 clientsWealth manager
    Goldman Sachs 97%
    $506M
  27. 7787
    Next Horizon CapitalSan Francisco, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $506M
  28. 7788
    MKD WealthTroy, MI · 237 clientsWealth manager
    Fidelity 100%
    $506M
  29. 7789
    Global Credit Advisers, LLCNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $506M
  30. 7790
    HFG Wealth Management, LLCThe Woodlands, TX · 442 clientsWealth manager
    Schwab 100%
    $506M
  31. 7791
    327 Capital Partners, LLCSan Antonio, TX · 8 clientsPrivate fund adviser
    No custodian reported
    $506M
  32. 7792
    Oliver Capital ManagementSeattle, WA · 502 clientsWealth manager
    Fidelity 89%
    $506M
  33. 7793
    Selby Lane Capital, LLCCharlottesville, VA · 9 clientsPrivate fund adviserHybrid
    No custodian reported
    $505M
  34. 7794
    Carl P. Sherr & Co., LLCWorcester, MA · 292 clientsWealth manager
    Fidelity Distributors Company 100%
    $505M
  35. 7795
    Punch Card ManagementWinter Park, FL · 1 clientsPrivate fund adviser
    No custodian reported
    $505M
  36. 7796
    Bellars Harris Wealth ManagementVirginia Beach, VA · 299 clientsWealth managerWrap sponsor
    Raymond James 100%
    $505M
  37. 7797
    Legacies Wealth LLCMinnetonka, MN · 87 clientsWealth manager
    Fidelity 100%
    $505M
  38. 7798
    Capitala Private Advisors, LLCCharlotte, NC · 12 clientsPrivate fund adviserHybrid
    U.S. Bank 100%
    $505M
  39. 7799
    Perceptive Edge Investment Management, Inc.Wayzata, MN · 97 clientsAsset manager
    Fidelity 100%
    $505M
  40. 7800
    Accretive Wealth Partners, LLCParsippany, NJ · 204 clientsWealth manager
    Schwab 100%
    $505M

RIAs by state