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. 11321
    Trust Investment AdvisorsIndianapolis, IN · 174 clientsWealth manager
    Fidelity 100%
    $239M
  2. 11322
    Orrell Capital ManagementLivermore, CA · 2 clientsAsset manager
    No custodian reported
    $239M
  3. 11323
    Orcam Financial Group, LLC120 clientsWealth manager
    Schwab 100%
    $239M
  4. 11324
    Snowcap Capital ManagementDallas, TX · 11 clientsAsset manager
    J.P. Morgan 73%Merrill / Bank of America 27%
    $239M
  5. 11325
    Investment Management & Planning LLCGreenville, DE · 511 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $239M
  6. 11326
    Investors Portfolio Services LLCPuyallup, WA · 292 clientsWealth manager
    Schwab 94%
    $239M
  7. 11327
    Mosaic Wealth Management, L.L.C.75 clientsWealth manager
    Schwab 100%
    $239M
  8. 11328
    Total Wealth Planning and Management, Inc.414 clientsWealth managerWrap sponsor
    Raymond James 100%
    $239M
  9. 11329
    CPR Investments IncRochester, MI · 1,172 clientsWealth managerHybrid
    Axos 87%
    $239M
  10. 11330
    Rock Hill CapitalHouston, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $239M
  11. 11331
    Ganim Private WealthShelton, CT · 50 clientsAsset managerHybrid
    Fidelity 100%
    $239M
  12. 11332
    Ninth Eternity Asset Management LLCNew York, NY · 3 clientsPrivate fund adviserHybridNinth Eternity Capital HK Limited, Ninth Eternity Securities LLC
    No custodian reported
    $239M
  13. 11333
    Westhampton CapitalWinston-Salem, NC · 143 clientsWealth manager
    Fidelity 100%
    $239M
  14. 11334
    Prossimo Advisors LLCSan Luis Obispo, CA · 26 clientsWealth managerWrap sponsor
    Schwab 100%
    $239M
  15. 11335
    Smith BruerTallahassee, FL · 270 clientsWealth manager
    Schwab 73%
    $238M
  16. 11336
    Waterwheel Capital ManagementAthens, Greece · 8 clientsPrivate fund adviser
    No custodian reported
    $238M
  17. 11337
    Goalfusion Wealth Management302 clientsWealth manager
    Schwab 100%
    $238M
  18. 11338
    R.H. Investment Group, LLCScottsdale, AZ · 35 clientsWealth manager
    Schwab 100%
    $238M
  19. 11339
    Jm2 Capital Inc.Edmond, OK · 70 clientsWealth manager
    Schwab 100%
    $238M
  20. 11340
    Acute Investment AdvisoryMesa, AZ · 787 clientsWealth manager
    Schwab 100%
    $238M
  21. 11341
    Perella Weinberg Partners Capital Management LPNew York, NY · 9 clientsPrivate fund adviserHybridPerella Weinberg Gmbh, Perella Weinberg Partners France SAS
    No custodian reported
    $238M
  22. 11342
    Strategic Wealth CapitalSan Francisco, CA · 66 clientsWealth managerWrap sponsor
    No custodian reported
    $238M
  23. 11343
    PF AdvisorsChadds Ford, PA · 1 clientsWealth manager
    No custodian reported
    $238M
  24. 11344
    Sequoia Wealth Management Group90 clientsWealth manager
    Raymond James 100%
    $238M
  25. 11345
    Covalence Investment Partners, L.P.Houston, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $238M
  26. 11346
    Broadmark Asset Management LLCDallas, TX · 2 clientsAsset managerAffiliated broker-dealerSalient Capital L.P.
    R.J. O'brien Securities 100%
    $238M
  27. 11347
    Goldenstone Wealth ManagementEl Dorado Hills, CA · 77 clientsWealth manager
    Schwab 100%
    $238M
  28. 11348
    Sector Analysts LLCAllentown, PA · 677 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $238M
  29. 11349
    Graphene Capital Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $238M
  30. 11350
    Alexander Capital Wealth Management LLCRed Bank, NJ · 614 clientsWealth managerWrap sponsorHybridAlexander Capital, L.P., clears through RBC Capital Markets, Velocity Clearing
    RBC 100%
    $238M
  31. 11351
    Rachor Investment Advisory Services, LLCLinden, MI · 490 clientsWealth manager
    Raymond James 100%
    $238M
  32. 11352
    Kelley Investments216 clientsWealth manager
    Fidelity 100%
    $238M
  33. 11353
    3j CapitalSao Paulo, Brazil · 141 clientsWealth managerHybridBlue Castle Capital Management LLP
    Julius BAR 61%CBH 39%
    $238M
  34. 11354
    Golden Road Advisors LLCTampa, FL · 248 clientsWealth manager
    Raymond James 100%
    $238M
  35. 11355
    Quest 10 Wealth Builders, Inc.Fuquay-Varina, NC · 503 clientsWealth manager
    Fidelity 89%
    $238M
  36. 11356
    Fortune 45, LLC.Gonzales, LA · 653 clientsWealth manager
    Schwab 100%
    $238M
  37. 11357
    GSA Capital Partners (new York) LPNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $238M
  38. 11358
    Lighthouse Wealth Management, Inc.Ashland, OH · 384 clientsWealth manager
    Schwab 100%
    $238M
  39. 11359
    Carlsbad Wealth Advisory Group, Inc.Carlsbad, CA · 248 clientsWealth manager
    Schwab 100%
    $238M
  40. 11360
    Montcalm TCR LLCSan Francisco, CA · 133 clientsWealth manager
    Fidelity 100%
    $238M

RIAs by state