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 Ep. 368: October 2026 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. 9281
    Sonata Capital Group IncSeattle, WA · 197 clientsWealth manager
    Schwab 100%
    $361M
  2. 9282
    Goldman Lancaster, Inc.Long Beach, CA · 392 clientsWealth managerHybrid
    LPL Financial 100%
    $361M
  3. 9283
    Outcome Driven Strategies, LLCHunt Valley, MD · 22 clientsAsset managerHybridIcapital Hong Kong LTD, Icapital Markets LLC
    No custodian reported
    $360M
  4. 9284
    Cascade Investment Advisors, Inc.Oregon City, OR · 177 clientsWealth manager
    Schwab 100%
    $360M
  5. 9285
    ACP Capital Management, LLCMiami, FL · 125 clientsWealth managerHybridACP Securities, LLC
    Pershing 52%Inteligo Bank 25%Morgan Stanley 23%
    $360M
  6. 9286
    Jessup Wealth ManagementDayton, OH · 411 clientsWealth managerWrap sponsor
    Fidelity 100%
    $360M
  7. 9287
    Decker Retirement Planning Inc.Lehi, UT · 774 clientsWealth manager
    Fidelity Distributors Company 100%
    $360M
  8. 9288
    U. S. Boston Capital CorporationLincoln, MA · 97 clientsBroker-dealer firmHybrid
    No custodian reported
    $360M
  9. 9289
    BCO Wealth Management, LLCCarlsbad, NM · 552 clientsWealth managerHybrid
    SEI 100%
    $360M
  10. 9290
    Cook & Bynum Capital Management, LLCBirmingham, AL · 5 clientsPrivate fund adviser
    No custodian reported
    $360M
  11. 9291
    Kessler Investment Group, LLCColumbus, IN · 558 clientsWealth manager
    Schwab 100%
    $360M
  12. 9292
    Lynk Capital Management Company, LLCJacksonville, FL · 5 clientsPrivate fund adviserHybrid
    U.S. Bank 90%
    $360M
  13. 9293
    Novak & Powell Financial Services, Inc.St. Petersburg, FL · 426 clientsWealth manager
    Raymond James 87%
    $359M
  14. 9294
    Washington Park Capital Management, LLCPortland, OR · 194 clientsWealth manager
    Schwab 100%
    $359M
  15. 9295
    The David J. Yvars Group Inc.489 clientsWealth manager
    Raymond James 100%
    $359M
  16. 9296
    Clearwave CapitalUpland, CA · 314 clientsWealth manager
    Fidelity 91%
    $359M
  17. 9297
    Seros Wealth PartnersGilbert, AZ · 457 clientsWealth manager
    Axos 53%Schwab 36%
    $359M
  18. 9298
    Abbot Financial Management, IncAndover, MA · 213 clientsWealth manager
    Fidelity 100%
    $359M
  19. 9299
    Ayrton Capital LLCWestport, CT · 2 clientsPrivate fund adviser
    No custodian reported
    $359M
  20. 9300
    Ridgepath Capital Management LLCKnoxville, TN · 121 clientsWealth manager
    Schwab 100%
    $359M
  21. 9301
    TSA Wealth ManagementHouston, TX · 262 clientsWealth manager
    Schwab 100%
    $359M
  22. 9302
    Aurora Investment Managers, LLCNaples, FL · 200 clientsWealth manager
    Schwab 86%
    $359M
  23. 9303
    Robertson Opportunity Capital, LLCDallas, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $359M
  24. 9304
    Lifeway Financial CorporationPlano, TX · 168 clientsWealth manager
    Schwab 100%
    $359M
  25. 9305
    Cloverfields Capital Group, LPMinneapolis, MN · 58 clientsWealth manager
    Fidelity 55%Northern Trust 45%
    $359M
  26. 9306
    Flight Deck Capital, LPSan Francisco, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $359M
  27. 9307
    Ararat Capital Management LPWestport, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $359M
  28. 9308
    Silver Point Private Credit Fund Management, LLCGreenwich, CT · 1 clientsAsset manager
    No custodian reported
    $359M
  29. 9309
    Point Windward Advisors, Inc.New York, NY · 278 clientsWealth managerHybridBeech Hill Securities, Inc.
    Pershing 100%
    $359M
  30. 9310
    US Asset Management, LLCPittsburgh, PA · 48 clientsAsset manager
    Wilmington Trust 100%
    $358M
  31. 9311
    California Capital ManagementBurbank, CA · 352 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $358M
  32. 9312
    AIS Capital Management L.P.Wilton, CT · 44 clientsPrivate fund adviser
    FNZ Trust 100%
    $358M
  33. 9313
    Bluestem Financial Advisors, LLCSavoy, IL · 185 clientsWealth manager
    Schwab 100%
    $358M
  34. 9314
    Prufid Financial Advisors LLC30 clientsWealth manager
    Schwab 100%
    $358M
  35. 9315
    Pillar Financial Advisors, LLCLouisville, KY · 210 clientsWealth manager
    Schwab 100%
    $358M
  36. 9316
    Heritage Wealth ManagementHouston, TX · 218 clientsWealth managerWrap sponsor
    Fidelity 100%
    $358M
  37. 9317
    CA Adviser, LLCPhiladelphia, PA · 2 clientsPrivate fund adviserAffiliated broker-dealer
    No custodian reported
    $358M
  38. 9318
    Access Wealth Management, LLCLouisville, KY · 174 clientsWealth managerHybrid
    Schwab 100%
    $358M
  39. 9319
    McDonald Capital ManagementLubbock, TX · 183 clientsWealth managerBank-affiliated
    Schwab 88%
    $358M
  40. 9320
    Applied Capital LLCLittle Rock, AR · 687 clientsWealth manager
    Schwab 100%
    $358M

RIAs by state