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
IN Musk's SpaceX share pledge puts kids' investing on advisors' radarKC Hazards With Engaging Heirs Too Quickly: How Proactive Estate Settlement Can Disrupt Disclaimers By Triggering (Early) AcceptanceIN Advisor moves: Raymond James and LPL add veteran teams in Ohio and PennsylvaniaIN Institutional investor returns split as rising rates hit bond portfolios in Q3 2026IN RIA moves: succession, scale and new markets drive four dealsIN Home price growth slows as inventory and mortgage rates weigh on marketIN Democrats take Congress: what it means for your clientsFP The top 20 fee-only RIAs ranked by AUM in 2026RB 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 anxiety
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. 11441
    Geneva Financial GroupLakewood, NJ · 49 clientsWealth manager
    Pershing 54%BNY 46%
    $234M
  2. 11442
    Adaptation Financial Advisors Inc.Oklahoma City, OK · 690 clientsWealth managerHybrid
    Fidelity 56%Schwab 44%
    $234M
  3. 11443
    MPI Wealth Management LLCHinsdale, IL · 153 clientsWealth manager
    Schwab 68%Fifth Third Bank 32%
    $234M
  4. 11444
    Clutterbuck Capital Management LLCCleveland, OH · 49 clientsPrivate fund adviser
    No custodian reported
    $233M
  5. 11445
    Catalyst Financial NW CorporationGresham, OR · 1,068 clientsWealth manager
    Schwab 100%
    $233M
  6. 11446
    Figure 8 Investment Strategies LLCBoise, ID · 176 clientsWealth manager
    Schwab 100%
    $233M
  7. 11447
    Windmark Investment Partners, Inc.Wilmington, DEAsset manager
    State Street 63%Wells Fargo 37%
    $233M
  8. 11448
    Walker Financial Advisors IncMission Viejo, CA · 178 clientsWealth manager
    Schwab 100%
    $233M
  9. 11449
    Reynolds Channel Management, L.P.New York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $233M
  10. 11450
    Aspirean Wealth, LLCMill Valley, CA · 165 clientsWealth manager
    Schwab 100%
    $233M
  11. 11451
    Ironwood Wealth Management, Inc.Hurricane, WV · 276 clientsWealth manager
    Schwab 100%
    $233M
  12. 11452
    Holos Integrated WealthKennett Square, PA · 225 clientsWealth manager
    Fidelity 100%
    $233M
  13. 11453
    Lscp Advisors, LLCAustin, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $233M
  14. 11454
    WE Alliance Wealth Advisors, Inc.Roseville, CA · 265 clientsWealth manager
    Equity Advisors Solutions 46%Schwab 35%
    $233M
  15. 11455
    Anchor Wealth Management Group LLCWest Palm Beach, FL · 209 clientsWealth manager
    Fidelity 97%
    $233M
  16. 11456
    D C Voss & Company, LLC59 clientsWealth manager
    Schwab 100%
    $233M
  17. 11457
    Sundvold FinancialColumbia, MO · 480 clientsWealth manager
    No custodian reported
    $233M
  18. 11458
    Summit Financial Advisors, Inc.Middletown, OH · 139 clientsWealth manager
    Schwab 100%
    $233M
  19. 11459
    Lizard Investors LLCChicago, IL · 6 clientsPrivate fund adviser
    State Street 100%
    $233M
  20. 11460
    High River Resources Management LLCDallas, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $233M
  21. 11461
    Oberon Asset Management, LLCNew York, NY · 48 clientsWealth manager
    Fidelity 100%
    $233M
  22. 11462
    Klein Pavlis & Peasley Financial, Inc.Irvine, CA · 338 clientsWealth manager
    Schwab 100%
    $233M
  23. 11463
    Taylor Frigon Capital Management LLCScottsdale, AZ · 121 clientsPrivate fund adviser
    Schwab 100%
    $233M
  24. 11464
    Direct Financial Care97 clientsWealth manager
    Schwab 100%
    $233M
  25. 11465
    Foundry Financial LLCPasadena, CA · 184 clientsWealth manager
    Fidelity 55%Schwab 45%
    $233M
  26. 11466
    New Capital PartnersBirmingham, AL · 5 clientsPrivate fund adviser
    No custodian reported
    $233M
  27. 11467
    Mount Vernon Associates IncBaltimore, MD · 72 clientsWealth manager
    Schwab 84%
    $233M
  28. 11468
    Integrated Capital Management, Inc.Jessup, PA · 926 clientsWealth manager
    Schwab 90%
    $232M
  29. 11469
    OT Management, LLCBoston, MA · 40 clientsPrivate fund adviser
    No custodian reported
    $232M
  30. 11470
    Bingham Private Wealth, LLCSan Francisco, CA · 117 clientsWealth manager
    Schwab 100%
    $232M
  31. 11471
    Trimarc Wealth Management LLC15 clientsWealth manager
    No custodian reported
    $232M
  32. 11472
    KP Management LLC1 clientsPrivate fund adviser
    No custodian reported
    $232M
  33. 11473
    Millennium Capital Advisors, LLCLittle Rock, AR · 206 clientsWealth managerHybrid
    Schwab 100%
    $232M
  34. 11474
    Reshape WealthBoca Raton, FL · 127 clientsWealth manager
    Schwab 100%
    $232M
  35. 11475
    Blue Orca, LLCAustin, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $232M
  36. 11476
    Black Impact Group, LLCLos Angeles, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $232M
  37. 11477
    Econ Wealth ManagementHarrisburg, PA · 337 clientsWealth manager
    Schwab 100%
    $232M
  38. 11478
    Chadler Investment Advisory Solutions, LLCFairfield, NJ · 59 clientsAsset managerAffiliated broker-dealerBurnham & Flower Financial, Inc.
    No custodian reported
    $232M
  39. 11479
    Shelter Rock Management, LLCJericho, NY · 142 clientsWealth manager
    Fidelity 99%
    $232M
  40. 11480
    Conway Capital Management, Inc.Burbank, CA · 68 clientsWealth manager
    Fidelity 100%
    $232M

RIAs by state