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
WM WealthStack Roundup: Kihan Launches Constitutional Computing for AI GovernanceIN 2027 tax brackets: what IRS changes mean for wealthy clientsWSR Mercer Advisors Buys AI And Tax Specialist FifteenthIN October jobs report beats forecasts, lifting December Fed hike oddsWM Few RIAs Have Named AI Leaders, Caddi FindsIN Wall Street products, Main Street regulatorsFP Before recommending a 351 ETF, check for the pattern the IRS just made taxableIN 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 talent
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. 13921
    Byrne & Company Wealth Management, LLCOlympia, WA · 137 clientsWealth manager
    Schwab 100%
    $143M
  2. 13922
    Featheringill Capital, LLCBirmingham, AL · 6 clientsPrivate fund adviser
    No custodian reported
    $143M
  3. 13923
    Taylor Capital Management212 clientsWealth managerWrap sponsor
    Raymond James 100%
    $143M
  4. 13924
    Stone Wealth Partners LLCLafayette, LA · 375 clientsWealth manager
    Schwab 100%
    $143M
  5. 13925
    Appian Way FinancialPasadena, CA · 104 clientsWealth manager
    Schwab 100%
    $143M
  6. 13926
    Applied Fundamental Research, LLCCambridge, MA · 9 clientsPrivate fund adviser
    BNY 55%Fidelity 32%
    $143M
  7. 13927
    Lane Family Wealth ManagementNorth Liberty, IA · 202 clientsWealth manager
    Schwab 100%
    $143M
  8. 13928
    Ultra Advisory GroupIrvine, CA · 75 clientsWealth managerWrap sponsor
    Schwab 100%
    $143M
  9. 13929
    Brett Josey Wealth Management LLC23 clientsWealth manager
    Schwab 100%
    $143M
  10. 13930
    Kopion Asset Management, LLCMcKinney, TX · 14 clientsWealth manager
    Schwab 100%
    $143M
  11. 13931
    Personalized Financial Solutions LLCClearwater, FL · 144 clientsWealth managerWrap sponsor
    Schwab 100%
    $143M
  12. 13932
    VCP Financial LLCStaten Island, NY · 411 clientsWealth manager
    Schwab 100%
    $143M
  13. 13933
    Stephen J. Garry & Associates, LLCGarden City, NY · 300 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $143M
  14. 13934
    Vista Cima Wealth Management LLC266 clientsWealth manager
    Schwab 100%
    $143M
  15. 13935
    Rittmann Capital Management CoMoraga, CA · 44 clientsWealth manager
    Schwab 100%
    $142M
  16. 13936
    The Advisors GroupLubbock, TX · 194 clientsWealth manager
    Schwab 100%
    $142M
  17. 13937
    Castleton Partners, LLC16 clientsWealth manager
    Fidelity 63%Northern Trust 37%
    $142M
  18. 13938
    RJ Patterson GroupSan Diego, CA · 197 clientsWealth managerHybrid
    Schwab 100%
    $142M
  19. 13939
    Allstate Financial Advisors, LLCLincoln, NE · 397 clientsWealth managerPublic-company ownedHybridAllstate Financial Services, LLC
    No custodian reported
    $142M
  20. 13940
    Northwind Financial LLCBend, OR · 168 clientsWealth manager
    No custodian reported
    $142M
  21. 13941
    Crown Management Advisors, LLCAtlanta, GA · 1 clientsPrivate fund adviser
    No custodian reported
    $142M
  22. 13942
    J. L. Perkins Wealth Management, LLCMacon, GA · 339 clientsWealth manager
    Schwab 100%
    $142M
  23. 13943
    LTG Capital LLCFramingham, MA · 92 clientsWealth manager
    Fidelity 68%Schwab 32%
    $142M
  24. 13944
    Josh Arnold Investment Consultant, LLCEdina, MN · 256 clientsWealth manager
    Tradingblock 100%
    $142M
  25. 13945
    Foothills Advisors, LLCCave Creek, AZ · 188 clientsWealth manager
    Schwab 100%
    $142M
  26. 13946
    Barnett & Co IncChattanooga, TN · 116 clientsWealth manager
    Schwab 100%
    $142M
  27. 13947
    Heydorn Stone Capital Management LLCLarchmont, NY · 117 clientsWealth manager
    Schwab 100%
    $142M
  28. 13948
    Fortress Financial Solutions, LLCTucson, AZ · 279 clientsWealth manager
    Schwab 100%
    $142M
  29. 13949
    Freedom Asset ManagementSpokane, WA · 420 clientsWealth managerHybrid
    LPL Financial 100%
    $142M
  30. 13950
    Syndicated Capital, Inc.Brea, CA · 465 clientsBroker-dealer firmHybrid
    No custodian reported
    $142M
  31. 13951
    Abdiel Capital Advisors, LPNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $142M
  32. 13952
    Financial Trust Asset Management CharteredBoca Raton, FL · 208 clientsWealth manager
    Schwab 74%Goldman Sachs 26%
    $142M
  33. 13953
    Midwest Financial Network, LLCTinley Park, IL · 218 clientsWealth manager
    Interactive Brokers 100%
    $142M
  34. 13954
    Kennondale Capital ManagementRichmond, VAAsset manager
    Schwab 59%U.S. Bancorp Investments 41%
    $142M
  35. 13955
    Severin Investments LLCSt. Louis, MO · 235 clientsWealth managerWrap sponsor
    Schwab 100%
    $142M
  36. 13956
    Stock Management LLC446 clientsWealth manager
    Fidelity 54%Schwab 46%
    $142M
  37. 13957
    Pulliam Family Office, LLCCrested Butte, CO · 37 clientsWealth managerHybrid
    Schwab 100%
    $142M
  38. 13958
    Lanier Asset Management, LLCLouisville, KY · 103 clientsWealth manager
    Pershing 57%UMB Financial Services 35%
    $142M
  39. 13959
    Pivot Point Advisors, LLCBellaire, TX · 90 clientsWealth manager
    Schwab 100%
    $142M
  40. 13960
    October Wealth Advisors, IncFort Smith, AR · 160 clientsWealth manager
    Schwab 100%
    $142M

RIAs by state