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
WM Carson Group Adds $1.6B Team, Boosting Atlanta PresenceIN Carson Group adds $1.6B Marietta Wealth Management in Atlanta pushWM Hightower Signature Wealth Rolls in $9B Practice with 10-Person Investment TeamIN Mesirow names CIBC Bank USA chief Shawn Beber as its next CEOFP RIA Leaders 2026: Download FP's list of the 150 largest fee-only RIAsFP RIA Leaders 2026: The custody fee conundrumIN Hightower Signature Wealth tops $50B with $9B Altium additionIN The Fed paused. Stocks stalled. Underneath, everything moved.WT Rent the Platform, Keep the Relationship: How RIAs Can Add Trust Services Without Building a Trust DepartmentIN Binance hack exposes hidden crypto risk in advisor portfolios
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. 10601
    CWP Private Wealth ManagementWest Bend, WI · 511 clientsWealth manager
    Schwab 100%
    $276M
  2. 10602
    J.H. Lane Partners, LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $276M
  3. 10603
    Strauss Financial GroupHoover, AL · 213 clientsWealth manager
    Fidelity 100%
    $276M
  4. 10604
    Corridor Capital, LLCLos Angeles, CA · 14 clientsPrivate fund adviser
    No custodian reported
    $276M
  5. 10605
    Oasis Wealth Planning Advisors186 clientsWealth manager
    Schwab 100%
    $276M
  6. 10606
    AFC Management, LLCWest Palm Beach, FL · 1 clientsAsset manager
    No custodian reported
    $276M
  7. 10607
    Northstar Financial Planning, LLCWindham, NH · 172 clientsWealth manager
    Schwab 100%
    $276M
  8. 10608
    Intrack Investment Management, Inc.South Burlington, VT · 189 clientsWealth manager
    Fidelity 100%
    $276M
  9. 10609
    Certum GroupNewark, NJ · 10 clientsPrivate fund adviser
    No custodian reported
    $276M
  10. 10610
    Challenger Wealth ManagementAliso Viejo, CA · 263 clientsWealth manager
    Schwab 100%
    $276M
  11. 10611
    Kubhera Enterprises LLCPrinceton, NJ · 304 clientsWealth manager
    Schwab 100%
    $276M
  12. 10612
    Clarendon Capital, LLCTysons, VA · 5 clientsPrivate fund adviser
    No custodian reported
    $275M
  13. 10613
    Spectrum Strategic Capital Management, LLCCorvallis, OR · 313 clientsWealth manager
    Fidelity 100%
    $275M
  14. 10614
    4wealth Advisors, Inc.Burr Ridge, IL · 567 clientsWealth managerHybrid
    Schwab 83%
    $275M
  15. 10615
    Legal Advantage Investments, Inc.24 clientsWealth manager
    Schwab 100%
    $275M
  16. 10616
    O'connor Financial Group LLCQuincy, IL · 355 clientsWealth manager
    Schwab 100%
    $275M
  17. 10617
    KAI Wealth LLCChicago, IL · 23 clientsWealth manager
    Schwab 96%
    $275M
  18. 10618
    Charter Research & Investment Group IncSouthport, CT · 158 clientsWealth manager
    Schwab 100%
    $275M
  19. 10619
    CMR Capital Management, LLCPasadena, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $275M
  20. 10620
    Chicago Investment Advisory GroupMokena, IL · 757 clientsWealth manager
    Schwab 100%
    $275M
  21. 10621
    Klaff Realty, LPChicago, IL · 8 clientsPrivate fund adviser
    No custodian reported
    $275M
  22. 10622
    Russell Capital Management, LLCLexington, KY · 299 clientsWealth manager
    Schwab 100%
    $275M
  23. 10623
    Roserock Wealth Management, LLCDallas, TX · 74 clientsWealth manager
    Schwab 100%
    $275M
  24. 10624
    Cushing Capital Partners, LLCDelafield, WI · 199 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $275M
  25. 10625
    1492 Capital Management, LLCMilwaukee, WI · 98 clientsWealth managerHybrid
    U.S. Bancorp 69%BNY 31%
    $275M
  26. 10626
    Berry Wealth GroupGranbury, TX · 332 clientsWealth manager
    Raymond James 100%
    $275M
  27. 10627
    Lumos Capital Group LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $274M
  28. 10628
    Ouellette Wealth Advisory LLCLexington, MA · 213 clientsWealth managerHybrid
    Schwab 86%
    $274M
  29. 10629
    Sutterfield Financial Group, Inc.Bartlesville, OK · 1,129 clientsWealth managerHybridPurshe Kaplan Sterling Investments, Inc., clears through National Financial Services (Fidelity)
    Fidelity 81%
    $274M
  30. 10630
    Elite Financial, Inc.Lewiston, ID · 439 clientsWealth manager
    Schwab 90%
    $274M
  31. 10631
    Capasso Planning Partners LLCCharleston, SC · 358 clientsWealth manager
    Schwab 100%
    $274M
  32. 10632
    Mission Hills Financial Advisory LLCSan Diego, CA · 301 clientsWealth manager
    Schwab 100%
    $274M
  33. 10633
    Chronos Wealth Management, L.L.C.Clearwater, FL · 223 clientsWealth manager
    Raymond James 100%
    $274M
  34. 10634
    Signature Financial Services, LTDArlington Heights, IL · 353 clientsWealth managerHybrid
    Pershing 47%SEI 41%
    $274M
  35. 10635
    Private Wealth Group, LLCTampa, FL · 234 clientsWealth manager
    Pershing 100%
    $274M
  36. 10636
    JP Wealth Management, Inc.Mt. Pleasant, SC · 71 clientsWealth manager
    Schwab 100%
    $274M
  37. 10637
    Doceo Wealth, LLCMeridian, ID · 301 clientsWealth manager
    Schwab 100%
    $274M
  38. 10638
    Udine Wealth Management Inc.338 clientsWealth manager
    Interactive Brokers 100%
    $274M
  39. 10639
    James River Asset Management, LLCMidlothian, VA · 420 clientsWealth manager
    Schwab 100%
    $274M
  40. 10640
    Truewealth Financial PartnersBellevue, WA · 156 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $274M

RIAs by state