Tuesday, November 3, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
FP Private credit's tax hangover is giving investors buyer's remorseWM Callie Cox Leaves Ritholtz for Plancorp Strategy RoleIN Accelerated Wealth Partners strikes staking deal for $5B Pallas CapitalIN Wells Fargo bumps up pay hurdle for advisorsWM Q&A: REITs Bounce Back in OctoberWM Risks to AI Capex from Overestimating DemandFP Why Morgan Stanley is turning advisors loose to build their own AI agentsWM BOK Financial Sues Ex-Advisors Over Cerity MoveIN SEC charges advisor over retirees' leveraged ETF losses at United PlannersWM $1B Beacon Financial Moves to Osaic's W-2 Channel from Private Client Services
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. 10161
    Spreng Capital Management, Inc.Bucyrus, OH · 944 clientsWealth manager
    Schwab 100%
    $300M
  2. 10162
    Optimum Financial Services, LLCJackson, MS · 242 clientsWealth manager
    Fidelity 100%
    $300M
  3. 10163
    Guardian Wealth Advisors, LLCSt Louis Park, MN · 260 clientsWealth manager
    Schwab 100%
    $300M
  4. 10164
    Azzendo Wealth AdvisorsCoral Gables, FL · 245 clientsWealth manager
    Schwab 100%
    $300M
  5. 10165
    Birchcreek Wealth Management, LLCMiami Township, OH · 198 clientsWealth manager
    Fidelity 100%
    $300M
  6. 10166
    Monterey WealthAtlanta, GA · 157 clientsAsset manager
    Schwab 62%Empower Retirement 38%
    $300M
  7. 10167
    Kennon FinancialSarasota, FL · 741 clientsWealth manager
    Schwab 100%
    $300M
  8. 10168
    Alliant Securities, Inc. Turner, Nord, KienbaumLiberty Lake, WA · 711 clientsBroker-dealer firmHybrid
    Wells Fargo 70%Schwab 30%
    $300M
  9. 10169
    Canyon ABF Manager LLCDallas, TX · 2 clientsPrivate fund adviserHybridCP Investments, LLC
    No custodian reported
    $300M
  10. 10170
    Capital West Partners, LLCTucson, AZ · 173 clientsWealth manager
    No custodian reported
    $300M
  11. 10171
    Silver Oak Wealth Advisors Services, LLCLos Angeles, CA · 142 clientsWealth manager
    Schwab 100%
    $300M
  12. 10172
    CIC, LLCMarco Island, FL · 1 clientsAsset manager
    Oppenheimer & Co. 100%
    $300M
  13. 10173
    Panoramic Capital, LLCLarkspur, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $300M
  14. 10174
    Stonecrop Wealth Advisors, LLCWest Chester, PA · 1,230 clientsWealth manager
    Fidelity 100%
    $300M
  15. 10175
    Security First FinancialSwartz Creek, MI · 640 clientsWealth manager
    Schwab 100%
    $300M
  16. 10176
    Maner WealthLansing, MI · 492 clientsWealth manager
    Schwab 70%Fidelity 30%
    $299M
  17. 10177
    Greenhaven Road Investment Management, LPGreenwich, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $299M
  18. 10178
    Polpo Capital Management LLC4 clientsPrivate fund adviser
    BNY 100%
    $299M
  19. 10179
    Stonepath Wealth ManagementTraverse City, MI · 606 clientsWealth manager
    Raymond James 100%
    $299M
  20. 10180
    MQS Management, LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $299M
  21. 10181
    Peterson Financial Group, Inc.Des Moines, IA · 522 clientsWealth managerWrap sponsor
    Fidelity 100%
    $299M
  22. 10182
    Hamrick Investment Counsel, LLCSeattle, WA · 101 clientsWealth manager
    No custodian reported
    $299M
  23. 10183
    Kovalcik & Geraghty Wealth Partners LLPUpper Arlington, OH · 277 clientsWealth manager
    Raymond James 100%
    $299M
  24. 10184
    Villafranco Wealth Management76 clientsAsset manager
    Schwab 100%
    $299M
  25. 10185
    Gatepass Capital, LLCIndependence, OH · 167 clientsWealth manager
    Schwab 60%Fidelity 37%
    $299M
  26. 10186
    Genesia Investments LLCAsset manager
    Fidelity 79%
    $299M
  27. 10187
    Riverpark Capital Management LLCNew York, NY · 10 clientsPrivate fund adviserHybrid
    No custodian reported
    $299M
  28. 10188
    Dovetail Financial Group LLCWilmington, NC · 342 clientsWealth manager
    Raymond James 71%Schwab 29%
    $299M
  29. 10189
    Roubaix Capital, LLCDenver, CO · 4 clientsPrivate fund adviser
    Goldman Sachs 100%
    $299M
  30. 10190
    Search Fund Accelerator, LLCNew Orleans, LA · 8 clientsPrivate fund adviser
    No custodian reported
    $299M
  31. 10191
    Physician Wealth Solutions109 clientsWealth manager
    Schwab 100%
    $299M
  32. 10192
    Osmosis Investment Management US LLCLondon, United Kingdom · 3 clientsAsset manager
    BNY 100%
    $299M
  33. 10193
    Aqua Advisors LLC51 clientsWealth manager
    Citi 32%
    $299M
  34. 10194
    Veneroso Wealth ManagementWoodbury, NY · 362 clientsWealth manager
    Schwab 100%
    $299M
  35. 10195
    Crescent Hill Partners LLCSaratoga Springs, NY · 185 clientsWealth manager
    Fidelity 100%
    $299M
  36. 10196
    Core Capital Management and Research Inc.Houston, TX · 269 clientsAsset manager
    No custodian reported
    $299M
  37. 10197
    GS Gamma Advisors, LLCNew York, NY · 1 clientsPrivate fund adviserAffiliated broker-dealerGuggenheim Funds Distributors, LLC, Guggenheim Investor Services, LLC, clears through Pershing
    No custodian reported
    $299M
  38. 10198
    Avid Wealth Partners, LLCSan Antonio, TX · 246 clientsWealth manager
    Fidelity 100%
    $299M
  39. 10199
    Consello CapitalNew York, NY · 3 clientsPrivate fund adviserAffiliated broker-dealerConsello Financial LLC
    No custodian reported
    $299M
  40. 10200
    Bowers Wealth Management, Inc.Glenbrook, NV · 170 clientsWealth manager
    Fidelity 100%
    $299M

RIAs by state