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. 13761
    Chung WU Investment Group, LLCSugar Land, TX · 127 clientsWealth manager
    Raymond James 100%
    $147M
  2. 13762
    Peachcap Tax & Advisory, LLCAtlanta, GA · 248 clientsWealth managerWrap sponsorHybridPeachcap Securities, Inc.
    Axos 81%
    $147M
  3. 13763
    Edmp, Inc.Lutz, FL · 115 clientsWealth manager
    Schwab 100%
    $147M
  4. 13764
    Blue Bear Financial, LLC163 clientsWealth manager
    Schwab 100%
    $147M
  5. 13765
    FIT Wealth ManagementCentennial, CO · 214 clientsWealth manager
    Schwab 100%
    $147M
  6. 13766
    Outlook Capital Management, LLCArlington Heights, IL · 90 clientsWealth manager
    No custodian reported
    $147M
  7. 13767
    Chelsea Advisory Services, IncStaten Island, NY · 552 clientsWealth managerHybridChelsea Morgan Securities, Inc.
    Hilltop Securities 100%
    $147M
  8. 13768
    Rabe Investment Consulting GroupRichfield, OH · 142 clientsWealth managerWrap sponsor
    TradePMR / Robinhood 100%
    $147M
  9. 13769
    Horizon WealthDenver, CO · 163 clientsWealth managerWrap sponsorHybrid
    Schwab 83%
    $147M
  10. 13770
    Cross Border Financial Planning USA LLCPhiladelphia, PA · 166 clientsWealth managerWrap sponsor
    Schwab 100%
    $147M
  11. 13771
    DBA Big Money Retirement and Big RetirementGreenville, SC · 864 clientsWealth manager
    Schwab 100%
    $147M
  12. 13772
    Wealthpoint AdvisorsCramerton, NC · 380 clientsWealth manager
    Schwab 100%
    $147M
  13. 13773
    Spark Financial AdvisorsRichmond, VA · 164 clientsWealth manager
    Fidelity 51%Altruist 32%
    $147M
  14. 13774
    Cross Shore Capital Management, LLCGreat Neck, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $147M
  15. 13775
    Elite Life Management LLCErie, PA · 91 clientsWealth managerAffiliated broker-dealerHBK Sorce Brokerage LLC
    Schwab 100%
    $147M
  16. 13776
    Entelevest, LLCCoral Gables, FL · 162 clientsWealth manager
    Schwab 100%
    $147M
  17. 13777
    The Prosperity PeopleBellevue, KY · 170 clientsWealth manager
    Schwab 100%
    $147M
  18. 13778
    Holbrook Global StrategiesPalo Alto, CA · 35 clientsWealth manager
    No custodian reported
    $147M
  19. 13779
    Heritage Capital, LLCWoodbridge, CT · 146 clientsWealth manager
    Axos 100%
    $147M
  20. 13780
    Koon Financial Planning & Consulting/kfp&cGreenwood, IN · 163 clientsWealth manager
    No custodian reported
    $147M
  21. 13781
    Proficient Wealth Counselors, LLCNorwood, MA · 189 clientsWealth manager
    Schwab 100%
    $147M
  22. 13782
    Bucher Wealth AdvisorsSan Mateo, CA · 60 clientsWealth managerWrap sponsor
    Fidelity 100%
    $147M
  23. 13783
    CLF Asset Management, Inc.Madison, WI · 386 clientsWealth manager
    Schwab 64%Equity Trust 36%
    $147M
  24. 13784
    Hobbs Wealth ManagementZionsville, IN · 194 clientsWealth manager
    Schwab 100%
    $147M
  25. 13785
    Artience Capital Management, LLC34 clientsWealth manager
    Fidelity 100%
    $147M
  26. 13786
    Money Managers, Inc.San Antonio, TX · 365 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $147M
  27. 13787
    Financial Advisory ServicesSalt Lake City, UT · 79 clientsWealth manager
    Schwab 100%
    $147M
  28. 13788
    Wealthgen Advisors, LLCSarasota, FL · 106 clientsWealth manager
    Schwab 86%
    $147M
  29. 13789
    Stone Steps Financial, LLCEncinitas, CA · 138 clientsWealth manager
    Schwab 100%
    $147M
  30. 13790
    Lucien Stirling & Gray Advisory Group IncAustin, TX · 147 clientsWealth manager
    Fidelity 94%
    $147M
  31. 13791
    Robostrategy AdvisorsSan Juan, PR · 1 clientsAsset manager
    No custodian reported
    $147M
  32. 13792
    Moelis Capital Partners LLCNew York, NY · 7 clientsPrivate fund adviserAffiliated broker-dealerMoelis & Company LLC
    No custodian reported
    $147M
  33. 13793
    Pinnacle Strategic Wealth Management, LLC.King of Prussia, PA · 501 clientsWealth manager
    No custodian reported
    $146M
  34. 13794
    MFG Investments, LLCMedford, NJ · 344 clientsWealth managerHybrid
    Fidelity Distributors Company 100%
    $146M
  35. 13795
    Paramount Associates Wealth ManagementGreenwood Village, CO · 193 clientsWealth managerWrap sponsor
    Fidelity 100%
    $146M
  36. 13796
    Ulta Wealth Management, LLCLas Vegas, NV · 27 clientsWealth manager
    Fidelity 100%
    $146M
  37. 13797
    J. Mark Nickell & Co.Brentwood, TN · 49 clientsWealth manager
    Schwab 100%
    $146M
  38. 13798
    The Wealth Advantage Group, Inc.Columbus, OH · 135 clientsWealth manager
    Schwab 100%
    $146M
  39. 13799
    Fort Advisors IncAustin, TX · 414 clientsWealth manager
    Schwab 100%
    $146M
  40. 13800
    Birdrock WealthAustin, TX · 211 clientsWealth manager
    Schwab 100%
    $146M

RIAs by state