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 'Don't trade the election': Advisors steady clients through midterm anxietyIN Client optimism sinks to 2026 low, CFP Board survey findsWM People Moves: Mercer Advisors Hires Wealth.com, Meta Alum as VP of DataIN Nevis wants AI agents that act. Schwab says not yetWM Former Edelman CEO Larry Raffone Joins Son's RIA as Executive ChairmanWM Kestra's Bluespring Acquires $920M Whitaker-Myers Wealth TeamIN Beacon Pointe buys $637M ACT Wealth in bet on airline pilot clientsWM JPMorgan Adds Merrill Alums To Boost California, Southeast BusinessIN Do RIAs really need PE?IN Harbor Capital funds sue ZoomInfo over alleged $1.2B insider stock dump
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. 10921
    Village Wealth AdvisorsWestlake Village, CA · 240 clientsWealth manager
    Schwab 100%
    $258M
  2. 10922
    HEP Partners LLCDallas, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $258M
  3. 10923
    Schaeffer Financial LLCRockville, MD · 247 clientsWealth managerHybrid
    Schwab 100%
    $258M
  4. 10924
    MA Asset Management, LLCIrvington, NY · 4 clientsAsset manager
    No custodian reported
    $258M
  5. 10925
    Kuramo Capital Management, LLCNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $258M
  6. 10926
    Genrock Capital Management, LPPalm Beach, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $258M
  7. 10927
    Carbahal Olsen Financial Services Group LLCDavis, CA · 244 clientsWealth manager
    Fidelity 100%
    $258M
  8. 10928
    Wilkins Miller Wealth Management, LLCMobile, AL · 195 clientsWealth managerHybrid
    Schwab 85%
    $257M
  9. 10929
    Bias InvestorsHamilton, Bermuda · 202 clientsBroker-dealer firm
    No custodian reported
    $257M
  10. 10930
    IKE Capital, LLC110 clientsWealth manager
    Fidelity 92%
    $257M
  11. 10931
    Clarity Asset Management, Inc.Ames, IA · 271 clientsWealth manager
    Fidelity 100%
    $257M
  12. 10932
    GLD Advisors, LLCMiami Beach, FL · 1 clientsPrivate fund adviser
    No custodian reported
    $257M
  13. 10933
    103 Advisory GroupChicago, IL · 89 clientsWealth manager
    Schwab 100%
    $257M
  14. 10934
    Dogwood Wealth Management, LLCLenexa, KS · 233 clientsWealth manager
    No custodian reported
    $257M
  15. 10935
    W&s Brokerage Services, Inc.Cincinnati, OH · 772 clientsBroker-dealer firmHybridTouchstone Securities, LLC
    No custodian reported
    $257M
  16. 10936
    Center for Asset Management, LLCPalm Beach Gardens, FL · 284 clientsWealth manager
    Fidelity 100%
    $257M
  17. 10937
    Tingey Financial Group Inc.150 clientsWealth manager
    Schwab 100%
    $257M
  18. 10938
    New Millennium GroupSandy, UT · 895 clientsWealth manager
    Fidelity 100%
    $257M
  19. 10939
    Texas Family Wealth, LLCFriendswood, TX · 1,072 clientsWealth managerWrap sponsor
    Raymond James 100%
    $257M
  20. 10940
    Independent Access Partners, LLCHunt Valley, MD · 18 clientsPrivate fund adviser
    No custodian reported
    $257M
  21. 10941
    Red Spruce Capital, LLCBerwyn, PA · 143 clientsWealth manager
    Altruist 100%
    $257M
  22. 10942
    Financial Advisory Services, LLCHanover, PA · 298 clientsWealth manager
    Schwab 100%
    $257M
  23. 10943
    RD Lewis Wealth ManagementMaitland, FL · 451 clientsWealth manager
    LPL Financial 73%Vanguard 27%
    $257M
  24. 10944
    Stone Pine Financial PartnersMedia, PA · 202 clientsWealth manager
    Schwab 100%
    $257M
  25. 10945
    Frontaura Capital LLCChicago, IL · 2 clientsPrivate fund adviser
    No custodian reported
    $257M
  26. 10946
    Prospect Hill Management, LLC39 clientsWealth manager
    Schwab 59%Morgan Stanley 29%
    $257M
  27. 10947
    CMG Capital Management Group, Inc.Malvern, PA · 538 clientsWealth managerHybrid
    Axos 81%
    $257M
  28. 10948
    6th Street Advisors, LLCDaphne, AL · 295 clientsWealth manager
    Schwab 100%
    $257M
  29. 10949
    Vienna Asset Management LLCSaratoga, CA · 134 clientsWealth manager
    Schwab 100%
    $257M
  30. 10950
    Delarme Wealth Management, Inc.Palos Verdes Estates, CA · 168 clientsWealth manager
    Raymond James 70%Schwab 30%
    $257M
  31. 10951
    AviceneNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $256M
  32. 10952
    Estate & Trust AdvisorsRiverwoods, IL · 175 clientsWealth manager
    Schwab 100%
    $256M
  33. 10953
    Tudor Financial, Inc.Dayton, OH · 435 clientsWealth managerHybrid
    Fidelity 100%
    $256M
  34. 10954
    Zephyr Management, L.P.New York, NY · 34 clientsPrivate fund adviser
    No custodian reported
    $256M
  35. 10955
    Argo Wealth Advisory, LLCMcLean, VA · 99 clientsWealth manager
    Raymond James 100%
    $256M
  36. 10956
    Richardson Financial ServicesMedway, MA · 193 clientsWealth managerHybrid
    Pershing 91%
    $256M
  37. 10957
    Alpha Advisors, LLCRichmond, VA · 116 clientsWealth manager
    Fidelity 100%
    $256M
  38. 10958
    Fairview Partners Investment Management LLCSeattle, WA · 10 clientsPrivate fund adviser
    No custodian reported
    $256M
  39. 10959
    Casilio Leitch InvestmentsWalnut Creek, CA · 220 clientsWealth manager
    Fidelity 100%
    $256M
  40. 10960
    Fairview Asset Management LLCSan Juan, PR · 10 clientsPrivate fund adviser
    No custodian reported
    $256M

RIAs by state