Friday, November 6, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Most Americans are OK with AI managing their money - but not how you thinkIN Goldman Sachs names record partner class with wealth in focusIN Advisor moves: Raymond James, Ameriprise and Cetera land $2B-plus in talentIN RIA moves: Tech-focused RIA BKFi expands with first acquisitionIN Gen X retirement automation habit leaves emergency savings behindIN Family money conversations start at the holiday table, advisors sayIN Cary Carbonaro wins lifetime honor at Women to Watch: 'I am so not done'FP Edward Jones CEO on the $1.4B Class B share sale and her succession plansFP IRS sets inflation adjustments for tax year 2027FP How advisors can help clients guard against Medicare fraud
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. 13721
    Harvest Financial PartnersPaoli, PA · 147 clientsWealth manager
    Schwab 100%
    $149M
  2. 13722
    Compass Financial Group, Inc.Dublin, OH · 158 clientsWealth managerHybrid
    Fidelity 100%
    $149M
  3. 13723
    Column Park Asset Management, LPCocoa Beach, FL · 6 clientsPrivate fund adviser
    EQ 100%
    $149M
  4. 13724
    Wagner Wealth Management, Corp.Conyngham, PA · 261 clientsWealth manager
    Schwab 100%
    $149M
  5. 13725
    Peerless WealthColumbus, OH · 220 clientsWealth managerHybrid
    Schwab 82%
    $149M
  6. 13726
    Quantum Financial Partners LLCOverland Park, KS · 395 clientsWealth manager
    Schwab 100%
    $149M
  7. 13727
    Beacon Hill Wealth Management LTDVictoria, BC, Canada · 180 clientsWealth managerWrap sponsor
    Pershing 100%
    $149M
  8. 13728
    Curtis Wealth Management LLCHenderson, NV · 105 clientsWealth manager
    Fidelity 100%
    $149M
  9. 13729
    Sonnet, LLCSpring, TX · 269 clientsWealth manager
    Schwab 97%
    $148M
  10. 13730
    Accumulator Operations LLCCoral Gables, FL · 12 clientsPrivate fund adviser
    No custodian reported
    $148M
  11. 13731
    Arborfi Advisors, LLCAnn Arbor, MI · 101 clientsWealth manager
    Schwab 100%
    $148M
  12. 13732
    Prestige Wealth ManagementSouthlake, TX · 297 clientsWealth managerWrap sponsor
    Fidelity 91%
    $148M
  13. 13733
    Dellora Investments LPGreenwich, CT · 5 clientsPrivate fund adviser
    Northern Trust 100%
    $148M
  14. 13734
    Townsend Financial PlanningMt. Sterling, KY · 160 clientsWealth manager
    Fidelity 100%
    $148M
  15. 13735
    Tsai Capital Corporation52 clientsWealth manager
    Stifel, Nicolaus & Company, Incorporated 76%Pershing 24%
    $148M
  16. 13736
    Tax Efficient Asset Management Solution, Inc.Newport Beach, CA · 87 clientsWealth manager
    Schwab 88%
    $148M
  17. 13737
    Skyline Financial NorthwestPortland, OR · 133 clientsWealth manager
    Schwab 100%
    $148M
  18. 13738
    Dreher Financial PartnersSouthern Pines, NC · 184 clientsWealth manager
    Schwab 100%
    $148M
  19. 13739
    Quorus Inc.Westport, CT · 174 clientsWealth managerPublic-company owned
    Schwab 99%
    $148M
  20. 13740
    Hundredfold Advisors, LLCVirginia Beach, VA · 1 clientsAsset manager
    No custodian reported
    $148M
  21. 13741
    Stavis Wealth Transfer SolutionsHouston, TX · 21 clientsWealth managerHybrid
    Fidelity 100%
    $148M
  22. 13742
    Mueller WealthMishicot, WI · 395 clientsWealth manager
    Schwab 100%
    $148M
  23. 13743
    Nich Capital Partners, Inc.69 clientsWealth manager
    LPL Financial 100%
    $148M
  24. 13744
    Broadwing Capital Advisors, Inc.Larkspur, CA · 63 clientsWealth manager
    Schwab 100%
    $148M
  25. 13745
    Axia Wealth Management IncBend, OR · 163 clientsWealth manager
    Schwab 100%
    $148M
  26. 13746
    Total Wealth SolutionsLos Altos, CA · 82 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $148M
  27. 13747
    Barrett Wealth Connection LLCSpring Grove, IL · 177 clientsWealth manager
    Schwab 81%
    $148M
  28. 13748
    Paller Financial Services, Inc.Centennial, CO · 161 clientsWealth manager
    Schwab 100%
    $148M
  29. 13749
    Geovest Advisors IncFairport, NY · 150 clientsWealth manager
    Schwab 100%
    $148M
  30. 13750
    Perkins Capital Management IncWayzata, MN · 133 clientsWealth manager
    RBC 100%
    $148M
  31. 13751
    Bulwark Capital Corporation71 clientsWealth manager
    Schwab 100%
    $148M
  32. 13752
    Fairfax Global Investment Management LLC277 clientsAsset managerHybridFXI Barbados LTD, Lightspeed Financial Services Group LLC, clears through Interactive Brokers, Wedbush
    Axos 61%Schwab 39%
    $148M
  33. 13753
    Catchment Capital, L.P.New York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $148M
  34. 13754
    Tuve Investment Management, Inc.Waterloo, IA · 523 clientsWealth manager
    Schwab 100%
    $148M
  35. 13755
    Flyover Capital Partners, LLCKansas City, MO · 7 clientsPrivate fund adviserAffiliated broker-dealerMsec, LLC, W G Securities, LLC, clears through National Financial Services (Fidelity)
    No custodian reported
    $148M
  36. 13756
    Financial Avenues97 clientsWealth manager
    Schwab 91%
    $148M
  37. 13757
    AWH Capital, L.P.Dallas, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $148M
  38. 13758
    Plan2thrive FinancialEldridge, IA · 245 clientsWealth manager
    SEI 89%
    $148M
  39. 13759
    Stembrook Asset Management, LLCRed Bank, NJ · 37 clientsWealth manager
    Schwab 100%
    $148M
  40. 13760
    Renaissance AdvisorsRidgeland, MS · 343 clientsWealth manager
    RBC 100%
    $147M

RIAs by state