Wednesday, November 4, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Crisis of confidence still dogs 'Top Advisor' rankings, only months after ethics scandal rocked Forbes and cast shadow over Barron's, but the business is too lucrative to pass up for cash-hungry publications and attention-starved advisorsFP '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?
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. 11081
    Ds2 Capital LLC1 clientsPrivate fund adviser
    No custodian reported
    $251M
  2. 11082
    Stone Creek Group, LLCEnglewood, CO · 92 clientsWealth manager
    Schwab 100%
    $251M
  3. 11083
    Wealthmd CorporationLouisville, KY · 1,061 clientsWealth manager
    Fidelity 80%
    $251M
  4. 11084
    Amara Financial, LLCSan Francisco, CA · 144 clientsWealth manager
    Schwab 100%
    $250M
  5. 11085
    Legend Capital114 clientsPrivate fund adviser
    Fidelity 100%
    $250M
  6. 11086
    Recurring Capital Management Company, LLCAustin, TX · 9 clientsPrivate fund adviser
    No custodian reported
    $250M
  7. 11087
    MWA Investments, LLCWhite Stone, VA · 38 clientsWealth manager
    Blue Ridge Bank 100%
    $250M
  8. 11088
    LIG Capital Management, LLCOklahoma City, OK · 416 clientsWealth manager
    Schwab 97%
    $250M
  9. 11089
    Farley Capital3 clientsPrivate fund adviser
    No custodian reported
    $250M
  10. 11090
    Fisher & Wiens Wealth Management, LLCDanville, CA · 300 clientsWealth managerHybrid
    LPL Financial 100%
    $250M
  11. 11091
    Mokan Wealth ManagementOverland Park, KS · 173 clientsWealth manager
    Altruist 100%
    $250M
  12. 11092
    Main Street Investment Advisors, LLCNorthbrook, IL · 144 clientsWealth manager
    Fidelity 100%
    $250M
  13. 11093
    Maven Equity Partners, LLCLarkspur, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $250M
  14. 11094
    Cogent Private WealthOrlando, FL · 110 clientsWealth managerBank-affiliated
    Schwab 100%
    $250M
  15. 11095
    Journey Beyond WealthRoswell, GA · 109 clientsWealth manager
    Schwab 100%
    $250M
  16. 11096
    Tritonpoint Capital, LLCChevy Chase, MD · 276 clientsWealth manager
    Schwab 81%
    $250M
  17. 11097
    Ehrlich Financial GroupLaguna Niguel, CA · 207 clientsWealth manager
    Schwab 100%
    $250M
  18. 11098
    Altura Wealth Advisors Inc.Santa Clara, CA · 448 clientsWealth manager
    Schwab 100%
    $250M
  19. 11099
    Beadell A D Investment Counsel IncMequon, WI · 96 clientsWealth manager
    Schwab 78%
    $250M
  20. 11100
    FirstrustDaytona Beach, FL · 128 clientsWealth manager
    Schwab 100%
    $250M
  21. 11101
    Investology Inc.Reston, VA · 450 clientsWealth manager
    No custodian reported
    $250M
  22. 11102
    Bison Capital Advisors, LLCOklahoma City, OK · 163 clientsWealth managerWrap sponsor
    No custodian reported
    $250M
  23. 11103
    QSO Capital Management LLCFort Lauderdale, FL · 5 clientsPrivate fund adviserHybrid
    No custodian reported
    $250M
  24. 11104
    Kutumb Investments LLCPalm Beach Gardens, FL · 2 clientsAsset manager
    Morgan Stanley 100%
    $250M
  25. 11105
    Swiss UsadvisorsZurich, Switzerland · 100 clientsWealth manager
    No custodian reported
    $250M
  26. 11106
    Rutherford Investment ManagementPortland, OR · 65 clientsWealth manager
    Schwab 100%
    $250M
  27. 11107
    Dean Wealth Partners, LLCAustin, TX · 192 clientsWealth managerHybrid
    Schwab 100%
    $250M
  28. 11108
    Oxenfree FinancialMelbourne, FL · 950 clientsWealth manager
    Schwab 100%
    $250M
  29. 11109
    Tidecrest Wealth Management, LLCNewport Beach, CA · 101 clientsWealth manager
    Fidelity 100%
    $250M
  30. 11110
    Braun-Bostich & Associates Inc.Canonsburg, PA · 269 clientsWealth manager
    Schwab 100%
    $250M
  31. 11111
    Vandalia WealthCharleston, WV · 469 clientsWealth manager
    Schwab 100%
    $250M
  32. 11112
    Processus Wealth & Capital Management, LLC57 clientsWealth manager
    Fidelity 100%
    $250M
  33. 11113
    Summit Wealth Management Group, Inc.Camarillo, CA · 386 clientsWealth managerHybrid
    LPL Financial 100%
    $250M
  34. 11114
    Calabasas Advisory Group, LLCWestlake Village, CA · 488 clientsWealth manager
    Fidelity 100%
    $250M
  35. 11115
    Northill Aims, LLCRichardson, TX · 120 clientsWealth manager
    Schwab 100%
    $249M
  36. 11116
    Chancellor Financial Group WB LPWilkes-Barre, PA · 1,298 clientsWealth manager
    Fidelity 100%
    $249M
  37. 11117
    Prairie Rivers Investments, LLCRobinson, IL · 293 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $249M
  38. 11118
    E. Batoff & Co., Inc.Tampa, FL · 9 clientsWealth manager
    Schwab 100%
    $249M
  39. 11119
    Guided Capital Wealth Management, LLCHouston, TX · 162 clientsWealth managerWrap sponsor
    Schwab 100%
    $249M
  40. 11120
    Bolton InvestmentTowson, MD · 9 clientsAsset manager
    Lincoln Financial Services 48%Principal Financial Group 25%
    $249M

RIAs by state