Monday, November 2, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
KC Will Advisors End Up Paying The Cost Of Orion’s New Vendor-Level Integration Fees? (And More Of The Latest In Financial #AdvisorTech – November 2026)IN IPO lockup expirations put concentrated stock risk on advisors’ desksIN FINRA and SIFMA Foundation tackle youth investing knowledge gapWSR Exclusive Interview: Cambridge CEO Amy Webber: “We Aren’t Selling To LPL, Or Any Other Firm”WSR What If Your Marketing Problem Isn’t A Marketing Problem?IN Holiday spending cuts deepen as inflation squeezes American budgetsWSR Whatever The Midterms Bring, FSI Will Keep Championing Advisors And AccessIN Americans can only afford to live to 83, survey findsIN Advisor moves: Ohio RIA managing nearly $1B joins Osaic for succession planningIN ESOPs have delivered $141.8 billion in worker wealth since 2009
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. 9921
    Camarda Wealth Advisory GroupFleming Island, FL · 286 clientsWealth manager
    Schwab 100%
    $315M
  2. 9922
    Walker Asset Management, LLC195 clientsWealth managerWrap sponsor
    Schwab 100%
    $315M
  3. 9923
    Cornerstone Select Advisors, LLCSt. Louis, MO · 344 clientsAsset manager
    Schwab 64%Wells Fargo 36%
    $315M
  4. 9924
    Lincoln Energy Holdings LLCEnglewood, CO · 4 clientsPrivate fund adviser
    No custodian reported
    $315M
  5. 9925
    Aurelius Family Office, LLCBedford, NH · 167 clientsWealth manager
    Axos 100%
    $315M
  6. 9926
    Marcellus Investment Managers Private LimitedMumbai, Maharashtra, India · 2,415 clientsWealth manager
    Kotak Mahindra Bank Limited 85%
    $315M
  7. 9927
    Bonner & Smith, LLCLubbock, TX · 300 clientsWealth manager
    Fidelity 100%
    $315M
  8. 9928
    Ninepointtwo Capital LLCLos Angeles, CA · 25 clientsPrivate fund adviser
    Interactive Brokers 100%
    $315M
  9. 9929
    Twin Lakes CapitalRedwood Shores, CA · 89 clientsWealth manager
    Schwab 100%
    $315M
  10. 9930
    WMS Wealth PlannersPittsburgh, PA · 292 clientsWealth manager
    Schwab 100%
    $315M
  11. 9931
    Vista Advisor Group, LLCWalnut Creek, CA · 688 clientsWealth managerWrap sponsor
    Schwab 100%
    $315M
  12. 9932
    Define Financial, LLCSan Diego, CA · 119 clientsWealth manager
    Fidelity 100%
    $315M
  13. 9933
    Granite CapitalOakland, CA · 86 clientsWealth manager
    Schwab 100%
    $315M
  14. 9934
    Horter Investment Management, LLCCincinnati, OH · 1,337 clientsWealth manager
    Schwab 100%
    $314M
  15. 9935
    The Fauser Group, LLCMercer Island, WA · 224 clientsWealth manager
    Schwab 100%
    $314M
  16. 9936
    The Future Fund LLCChicago, IL · 3 clientsAsset manager
    No custodian reported
    $314M
  17. 9937
    Bernard Wealth Management Corp.Royal Oak, MI · 337 clientsWealth manager
    Schwab 100%
    $314M
  18. 9938
    Templeton & Phillips Capital Management, LLCLookout Mountain, TN · 47 clientsAsset manager
    Fidelity 54%State Street 46%
    $314M
  19. 9939
    Magnate Advisory Services, LLCLouisville, KY · 1,576 clientsWealth managerHybrid
    Fidelity Distributors Company 87%
    $314M
  20. 9940
    Ricketts Financial, LLCLouisville, KY · 115 clientsWealth managerHybrid
    Schwab 100%
    $314M
  21. 9941
    Tieton Capital ManagementYakima, WA · 47 clientsAsset manager
    Schwab 34%BNY 29%
    $314M
  22. 9942
    Greylock Capital Management, LLCStamford, CT · 5 clientsAsset manager
    BNY 100%
    $314M
  23. 9943
    Legacy Wealth Management Inc.Manassas, VA · 732 clientsWealth manager
    Schwab 100%
    $314M
  24. 9944
    CTS Financial Planning, Inc.Chicago, IL · 249 clientsWealth manager
    Schwab 85%
    $314M
  25. 9945
    Values Added Financial115 clientsWealth manager
    Schwab 100%
    $314M
  26. 9946
    Paradigm, Strategies in Wealth Management, LLCMaple Grove, MN · 219 clientsWealth manager
    Schwab 100%
    $314M
  27. 9947
    Trust Advisory Group LTDBirmingham, AL · 564 clientsWealth managerPublic-company ownedHybridStonex Financial Inc., Stonex International Securities Inc., clears through Pershing, BofA Securities
    Stonex Financial 74%Schwab 26%
    $314M
  28. 9948
    Carolina Wealth AdvisorsMyrtle Beach, SC · 596 clientsWealth managerHybrid
    Schwab 100%
    $313M
  29. 9949
    Melone Private Wealth, LLCAuburn Hills, MI · 165 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $313M
  30. 9950
    Hilco Investment Advisors, LLCNorthbrook, ILAsset managerHybridHilco Corporate Finance, LLC, Lument Securities, LLC, clears through Pershing
    No custodian reported
    $313M
  31. 9951
    Jaguar Growth Asset Management, LLCMiami, FL · 4 clientsPrivate fund adviserHybrid
    No custodian reported
    $313M
  32. 9952
    Hunter Street Partners, LPWayzata, MN · 7 clientsPrivate fund adviser
    No custodian reported
    $313M
  33. 9953
    Scott Marsh Financial, LLC253 clientsWealth manager
    Schwab 100%
    $313M
  34. 9954
    Hawkeye Capital Management, LLCMiami Beach, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $313M
  35. 9955
    JPC Wealth Management, Inc.Petaluma, CA · 155 clientsWealth manager
    Schwab 100%
    $313M
  36. 9956
    Brady Family Wealth, LLCSaint Louis, MO · 108 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $313M
  37. 9957
    Wellment FinancialElmhurst, IL · 405 clientsWealth manager
    Fidelity 100%
    $313M
  38. 9958
    Columbia Advisory Partners, LLCSpokane, WA · 631 clientsWealth managerHybridColumbia Private Markets, LLC
    Schwab 100%
    $313M
  39. 9959
    Lagoda Investment Management, L.P.New York, NY · 48 clientsWealth managerPublic-company owned
    Morgan Stanley 41%Fiduciary Trust 40%
    $313M
  40. 9960
    Parkview US LLCNew York, NY · 18 clientsWealth manager
    HSBC Bank USA 61%Merrill / Bank of America 26%
    $312M

RIAs by state