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. 9441
    Cottonwood Capital AdvisorsIrving, TX · 210 clientsWealth manager
    Fidelity 100%
    $347M
  2. 9442
    Arctaris Impact InvestorsWellesley, MA · 8 clientsPrivate fund adviser
    No custodian reported
    $347M
  3. 9443
    HCG Fund Management LPRaleigh, NC · 15 clientsPrivate fund adviser
    No custodian reported
    $347M
  4. 9444
    Education Growth Partners, LLCStamford, CT · 11 clientsPrivate fund adviser
    No custodian reported
    $347M
  5. 9445
    Pflug Koory, LLCOmaha, NE · 124 clientsWealth manager
    No custodian reported
    $347M
  6. 9446
    Leconte Wealth Management, LLCMaryville, TN · 332 clientsWealth manager
    Schwab 100%
    $347M
  7. 9447
    Right Side Capital Management, LLCSan Francisco, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $347M
  8. 9448
    Citrine CapitalSan Francisco, CA · 141 clientsWealth manager
    Schwab 100%
    $347M
  9. 9449
    Custos Family Office LLC67 clientsWealth managerWrap sponsor
    Pershing 77%Fidelity 23%
    $347M
  10. 9450
    Lodestone Wealth Management LLCSpokane, WA · 291 clientsWealth managerHybrid
    Schwab 80%
    $346M
  11. 9451
    Angellist Asset Management, LLCSeattle, WA · 23 clientsPrivate fund adviser
    No custodian reported
    $346M
  12. 9452
    WmgnaFarmington, CT · 326 clientsWealth managerHybrid
    Schwab 81%
    $346M
  13. 9453
    Long Road Investment Counsel, LLCKalamazoo, MI · 34 clientsWealth manager
    PNC Bank 79%
    $346M
  14. 9454
    Gebhardt Group, IncLafayette, CA · 232 clientsWealth manager
    Schwab 100%
    $346M
  15. 9455
    GBM Wealth Management, Inc.Houston, TX · 546 clientsWealth managerHybridGBM Grupo Bursatil Mexicano SA De CV, Casa De Bolsa, GBM International, Inc., clears through Pershing
    Pershing 100%
    $346M
  16. 9456
    Brightline Capital Management, LLCMiami, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $346M
  17. 9457
    Velocis Management, LLCDallas, TX · 9 clientsPrivate fund adviser
    No custodian reported
    $346M
  18. 9458
    Triatomic CapitalPalo Alto, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $346M
  19. 9459
    Great Elm Capital Management, LLCPalm Beach Gardens, FL · 3 clientsAsset manager
    No custodian reported
    $346M
  20. 9460
    Rede Wealth, LLCCharlottesville, VA · 224 clientsWealth manager
    Schwab 100%
    $346M
  21. 9461
    Booster Asset Management, LLCWheaton, IL · 1 clientsAsset manager
    No custodian reported
    $346M
  22. 9462
    Jefferies Credit Partners Europe LimitedLondon, United Kingdom · 1 clientsAsset managerAffiliated broker-dealer
    No custodian reported
    $346M
  23. 9463
    Arcadia Investment Advisors, LLCEagle, ID · 280 clientsWealth manager
    Schwab 100%
    $346M
  24. 9464
    Archway Wealth Management, LLCKirkwood, MO · 200 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $346M
  25. 9465
    Vedanta Management, LPNew York, NY · 16 clientsPrivate fund adviserHybrid
    No custodian reported
    $346M
  26. 9466
    Continuum Wealth Advisors, LLCSaratoga Springs, NY · 328 clientsWealth manager
    Schwab 100%
    $346M
  27. 9467
    Ipcp Management, LLCBoca Raton, FL · 7 clientsPrivate fund adviser
    No custodian reported
    $346M
  28. 9468
    Placeholder Management, LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $345M
  29. 9469
    Borderless Management LLCClermont, FL · 20 clientsPrivate fund adviser
    No custodian reported
    $345M
  30. 9470
    BIP Capital Management Services, LLCAtlanta, GA · 17 clientsPrivate fund adviser
    No custodian reported
    $345M
  31. 9471
    Fortress Planning GroupPewaukee, WI · 283 clientsWealth manager
    No custodian reported
    $345M
  32. 9472
    Black Toro LLCMiami, FL · 65 clientsAsset manager
    Bank of China 78%
    $345M
  33. 9473
    Ahakista Capital LLC5 clientsWealth managerHybridAccess Securities, LLC
    Goldman Sachs 63%Northern Trust 37%
    $345M
  34. 9474
    Islander Capital Partners, L.P.San Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $345M
  35. 9475
    RHP Wealth ManagementHouston, TX · 211 clientsWealth manager
    Schwab 100%
    $345M
  36. 9476
    Hicks Capital Management, LLCColumbus, OH · 252 clientsWealth managerHybrid
    Fidelity 100%
    $345M
  37. 9477
    Intrinsic Wealth Counsel, Inc.Tempe, AZ · 217 clientsWealth manager
    Schwab 100%
    $345M
  38. 9478
    Teramo Advisors, LLCNaples, FL · 2 clientsAsset managerHybrid
    Schwab 100%
    $345M
  39. 9479
    Nepsis, Inc.Minneapolis, MN · 590 clientsWealth managerWrap sponsor
    Pershing 100%
    $345M
  40. 9480
    Loftin Wealth PartnersJohns Creek, GA · 387 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $344M

RIAs by state