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
WT October WealthTech NewsFP 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 Transitions
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. 8481
    Blue Water Asset ManagementGrand Rapids, MI · 940 clientsWealth managerHybrid
    Schwab 100%
    $428M
  2. 8482
    Lega Z Advisory LLC7 clientsWealth manager
    UBS 49%Brown Brothers Harriman 34%
    $428M
  3. 8483
    Coalescence Partners Investment Management LPNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $428M
  4. 8484
    Longwall Family OfficeWestport, CT · 50 clientsWealth manager
    EFG Bank and Trust (bahamas) LTD 58%Fidelity 42%
    $428M
  5. 8485
    Providence Financial Advisors, LLCOverland Park, KS · 186 clientsAsset manager
    Schwab 65%Fidelity 35%
    $428M
  6. 8486
    Haven PrivateOrlando, FL · 186 clientsWealth manager
    Schwab 100%
    $428M
  7. 8487
    CPC Management, LLCKansas City, MO · 1 clientsPrivate fund adviser
    No custodian reported
    $428M
  8. 8488
    Abound FinancialGranite Bay, CA · 541 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $428M
  9. 8489
    McCarter Private Wealth Services LLCBoston, MA · 126 clientsWealth manager
    Fidelity 100%
    $428M
  10. 8490
    Crux Capital LTDDallas, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $428M
  11. 8491
    Belay Investment Group, LLCSherman Oaks, CA · 2 clientsAsset manager
    No custodian reported
    $427M
  12. 8492
    Shearwater CapitalDenver, CO · 180 clientsWealth manager
    Schwab 100%
    $427M
  13. 8493
    SAG Harbor Capital Management, LLCGreat Neck, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $427M
  14. 8494
    O'donnell Financial Services, LLCSan Rafael, CA · 995 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $427M
  15. 8495
    Protium Capital LimitedHong Kong, Hong Kong · 1 clientsPrivate fund adviser
    No custodian reported
    $427M
  16. 8496
    CP Capital (US) Partners LPNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $427M
  17. 8497
    Care Equity Capital Management, L.P.2 clientsPrivate fund adviser
    No custodian reported
    $427M
  18. 8498
    Hackman Financial GroupCincinnati, OH · 675 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $427M
  19. 8499
    Beacon Bridge Wealth Partners, LLCLower Gwynedd, PA · 717 clientsWealth managerHybrid
    Schwab 100%
    $427M
  20. 8500
    HEP Management CorporationNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $427M
  21. 8501
    Blue Like AN Orange Sustainable CapitalWashington, DC · 2 clientsPrivate fund adviser
    No custodian reported
    $427M
  22. 8502
    Pacific Strategic Management, LPHouston, TX · 24 clientsPrivate fund adviser
    Schwab 100%
    $426M
  23. 8503
    ABR Dynamic Funds, LLCNew York, NY · 7 clientsAsset managerHybrid
    No custodian reported
    $426M
  24. 8504
    Boulder Asset ManagementEnglewood, CO · 66 clientsWealth manager
    No custodian reported
    $426M
  25. 8505
    Cypress Capital, LLCFranklin, TN · 663 clientsWealth manager
    Schwab 100%
    $426M
  26. 8506
    TGS Financial AdvisorsRadnor, PA · 259 clientsWealth managerWrap sponsor
    Raymond James 100%
    $426M
  27. 8507
    Astra Asset Management UK LimitedLondon, United Kingdom · 10 clientsPrivate fund adviser
    BNY 67%
    $426M
  28. 8508
    Legacy Bridge Private Family OfficesWest Des Moines, IA · 67 clientsWealth manager
    Schwab 100%
    $426M
  29. 8509
    Omni 360 Wealth, Inc.Plainsboro, NJ · 385 clientsWealth manager
    Schwab 75%Fidelity 25%
    $426M
  30. 8510
    Murphy & SylvestDallas, TX · 428 clientsWealth manager
    Schwab 100%
    $426M
  31. 8511
    Perigee Capital, LPSarasota, FL · 119 clientsPrivate fund adviserHybridPerigee Securities LP
    No custodian reported
    $426M
  32. 8512
    Appomattox Advisory, IncNew York, NY · 22 clientsWealth manager
    No custodian reported
    $426M
  33. 8513
    CIP CapitalNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $426M
  34. 8514
    Quad-Cities Investment Group, LLCDavenport, IA · 610 clientsWealth manager
    Raymond James 100%
    $426M
  35. 8515
    Science & Technology Partners, L.P.Greenwich, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $425M
  36. 8516
    Big Investment ServicesDover, DE · 622 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $425M
  37. 8517
    Stonehearth Capital ManagementDanvers, MA · 490 clientsWealth managerWrap sponsor
    Schwab 100%
    $425M
  38. 8518
    Buttonwood WealthWinchester, VA · 406 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $425M
  39. 8519
    Dynamic Core Capital PartnersJacksonville Beach, FL · 24 clientsPrivate fund adviser
    No custodian reported
    $425M
  40. 8520
    Trinity Wealth Management LLCCincinnati, OH · 94 clientsWealth manager
    No custodian reported
    $425M

RIAs by state