Sunday, November 1, 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. 8641
    Grove Street Fiduciary, LLCPeterborough, NH · 297 clientsWealth manager
    Schwab 100%
    $413M
  2. 8642
    Northbridge Financial Group, LLCTampa, FL · 487 clientsWealth managerWrap sponsorHybrid
    Schwab 46%LPL Financial 29%Fidelity 25%
    $413M
  3. 8643
    SWS Capital Management, LLCNew York, NY · 7 clientsPrivate fund adviserHybridSiebert Williams Shank & Co., LLC
    BNY 34%U.S. Bank 34%UMB Bank 32%
    $413M
  4. 8644
    Auldbrass Partners, LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $413M
  5. 8645
    Aletheian Wealth Advisors LLCBellevue, WA · 137 clientsWealth manager
    Fidelity 100%
    $413M
  6. 8646
    Altamont Capital ManagementAsheville, NC · 163 clientsWealth manager
    Schwab 87%
    $412M
  7. 8647
    Kerberos Capital Management LLCChicago, IL · 8 clientsPrivate fund adviser
    No custodian reported
    $412M
  8. 8648
    Lakeside Advisors IncSeattle, WA · 213 clientsWealth manager
    Pershing 100%
    $412M
  9. 8649
    Auxo Investment Partners, LLCGrand Rapids, MI · 12 clientsPrivate fund adviser
    No custodian reported
    $412M
  10. 8650
    Bay Harbor Wealth Management, LLCHunt Valley, MD · 399 clientsWealth manager
    Schwab 100%
    $412M
  11. 8651
    Petix & Botte FinancialLa Mesa, CA · 473 clientsWealth managerHybrid
    LPL Financial 100%
    $412M
  12. 8652
    Foundation Wealth Management, LLCMedia, PA · 167 clientsWealth manager
    Schwab 100%
    $412M
  13. 8653
    Aurelius Capital Management, LPNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $412M
  14. 8654
    Curbstone Financial Management Corp.Manchester, NH · 277 clientsWealth manager
    Schwab 100%
    $412M
  15. 8655
    Vortus Investment Advisors, LLCFort Worth, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $412M
  16. 8656
    Grandview Asset Management LLCHarrisburg, PA · 606 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $412M
  17. 8657
    Slagle Financial, LLC.Edwardsville, IL · 1,510 clientsWealth manager
    Fidelity 84%
    $412M
  18. 8658
    Hall Capital Management Company, Inc.Barrington, RI · 543 clientsWealth manager
    Schwab 100%
    $412M
  19. 8659
    Yakira Capital Management, Inc.Westport, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $412M
  20. 8660
    MB, Levis & Associates,llcCenter Valley, PA · 170 clientsWealth manager
    Schwab 100%
    $412M
  21. 8661
    HLM Management Co., LLCWaltham, MA · 7 clientsPrivate fund adviser
    No custodian reported
    $411M
  22. 8662
    Bdfs Capital LLCRehoboth Beach, DE · 762 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $411M
  23. 8663
    Zuna, LLCPortland, OR · 58 clientsAsset manager
    No custodian reported
    $411M
  24. 8664
    Rooney Capital Management, Inc.1 clientsAsset manager
    No custodian reported
    $411M
  25. 8665
    Guardian Wealth Management, LLCChattanooga, TN · 348 clientsWealth manager
    Schwab 100%
    $411M
  26. 8666
    Everest Private WealthCupertino, CA · 90 clientsWealth manager
    Schwab 100%
    $411M
  27. 8667
    Copper FinancialLenexa, KS · 4,165 clientsBroker-dealer firmHybrid
    Apex Fintech 100%
    $411M
  28. 8668
    Access Financial Resources Inc.Oklahoma City, OK · 644 clientsWealth manager
    Fidelity 100%
    $411M
  29. 8669
    ESO Management Services LLCSan Mateo, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $411M
  30. 8670
    Blue Square Asset Management, LLCNew York, NY · 214 clientsWealth manager
    Schwab 100%
    $410M
  31. 8671
    Sunbeam Capital Management, LLC47 clientsWealth manager
    Fidelity 56%Schwab 44%
    $410M
  32. 8672
    Pavaki Capital Management, LLC1 clientsPrivate fund adviser
    No custodian reported
    $410M
  33. 8673
    BemanagedGrand Rapids, MI · 1,072 clientsWealth manager
    Fidelity 75%Vanguard 25%
    $410M
  34. 8674
    Ogborne Capital Management, LLC.San Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $410M
  35. 8675
    Taylor Financial Group, Inc.Roanoke, VA · 501 clientsWealth managerWrap sponsor
    Pershing 100%
    $410M
  36. 8676
    Momentous Wealth Management, Inc.Vancouver, WA · 492 clientsWealth managerHybrid
    Schwab 100%
    $410M
  37. 8677
    Sustainable Insight Capital Management, LLCNew York, NY · 2 clientsAsset manager
    State Street 51%BNY 49%
    $410M
  38. 8678
    Boyd Wealth Management, LLCSacramento, CA · 162 clientsWealth manager
    Schwab 86%
    $410M
  39. 8679
    Professional Financial Solutions, LLCFairfax, VA · 279 clientsWealth manager
    Schwab 100%
    $410M
  40. 8680
    Vcfa GroupNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $410M

RIAs by state