Saturday, November 7, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB SEC, Schwab, and Michael Kitces all improbably allied successfully to 'protect' sub-$1 billion RIAs by reclassifying them as 'small,' but move may create vulnerability – the Commission gained leverage to push firms to state registrationWT The Human in the Loop: AI Agents for Estate and Tax Planning with Danny Lohrfink of Wealth.comIN Elon Musk touts data centers in space at Baron Investment ConferenceIN Mercer Advisors, Osaic deepen AI bets with Arch and Nitrogen dealsWM Osaic's CW Advisors Announces 3 of 8 Planned Acquisitions This YearFP Passing the CFP retake — tips from second-time success storiesIN Why $66 billion mega-RIA Carson Group stays out of South FloridaWM Deals & Moves: Beacon Pointe Acquires RIA Focused on Airline WorkersFP Fees drive revenue growth as Edward Jones adds advisors, assetsIN LPL advisor, South Carolina state senator, elected to U.S. Congress
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. 14521
    Cultivate Wealth PartnersBroomfield, CO · 85 clientsWealth manager
    SEI 100%
    $125M
  2. 14522
    Demers Financial PlanningColumbus, OH · 38 clientsWealth manager
    Schwab 100%
    $125M
  3. 14523
    Downtown Investment AdvisoryWhite Plains, NY · 59 clientsWealth manager
    Schwab 87%
    $125M
  4. 14524
    The Gardner GroupDallas, TX · 134 clientsWealth manager
    Fidelity 81%
    $125M
  5. 14525
    WMS Group LLC252 clientsWealth manager
    Schwab 100%
    $125M
  6. 14526
    Bastion Fiduciary242 clientsWealth manager
    Goldman Sachs 53%Schwab 47%
    $125M
  7. 14527
    Konza Global Wealth GroupOverland Park, KS · 112 clientsWealth manager
    Schwab 86%
    $125M
  8. 14528
    Seedsafe Financial LLC86 clientsWealth manager
    Schwab 100%
    $125M
  9. 14529
    Blue Curve Advisory, LLCTowson, MD · 291 clientsWealth manager
    Schwab 100%
    $125M
  10. 14530
    Southpaw Asset Management, LP3 clientsPrivate fund adviser
    No custodian reported
    $125M
  11. 14531
    Cantlon Financial Planning LLC99 clientsWealth manager
    Fidelity 100%
    $125M
  12. 14532
    44 North Capital, LLCBurlington, VT · 438 clientsWealth managerWrap sponsor
    Fidelity 100%
    $125M
  13. 14533
    MAR Wealth Management Services, LLCWest Palm Beach, FL · 53 clientsWealth manager
    Schwab 100%
    $125M
  14. 14534
    Centrus Financial StrategiesOrlando, FL · 190 clientsWealth manager
    Principal Securities 99%
    $125M
  15. 14535
    Abbondandolo Wealth Management CorpGlen Cove, NY · 244 clientsWealth manager
    SEI 100%
    $125M
  16. 14536
    IICBloomfield Hills, MI · 45 clientsAsset managerHybrid
    Empower Financial Services 100%
    $125M
  17. 14537
    Strongtower Wealth Management, PLCHot Springs, AR · 380 clientsWealth managerWrap sponsor
    Schwab 100%
    $125M
  18. 14538
    East Beach Asset Management, LLCLos Angeles, CAAsset manager
    No custodian reported
    $125M
  19. 14539
    Paradoxiom CapitalStamford, CT · 1 clientsPrivate fund adviser
    No custodian reported
    $125M
  20. 14540
    Doxara Capital LPJacksonville, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $125M
  21. 14541
    Tidehaven Wealth, LLCMount Pleasant, SC · 163 clientsWealth manager
    Schwab 100%
    $125M
  22. 14542
    Johnston Investment Counsel, LTD.Peoria, IL · 90 clientsWealth manager
    Schwab 100%
    $125M
  23. 14543
    Masterpiece Capital, LLCAustin, TX · 25 clientsWealth manager
    SEI 100%
    $125M
  24. 14544
    Sawyer Capital Management46 clientsWealth manager
    Schwab 100%
    $125M
  25. 14545
    Wolf Financial Advisors LLCPekin, IL · 99 clientsWealth manager
    Schwab 94%
    $125M
  26. 14546
    Landmark Investment Partners, L.P.West Palm Beach, FL · 2 clientsAsset manager
    Morgan Stanley 100%
    $125M
  27. 14547
    Benson Wealth Management, Inc.308 clientsWealth managerHybrid
    Schwab 100%
    $125M
  28. 14548
    Dakota Investments, LLCBryn Mawr, PA · 1 clientsAsset managerHybrid
    No custodian reported
    $125M
  29. 14549
    Harborview Asset Management LLCGig Harbor, WA · 15 clientsWealth manager
    Schwab 100%
    $125M
  30. 14550
    Axiom Wealth Strategies, LLCBend, OR · 283 clientsWealth manager
    LPL Financial 100%
    $125M
  31. 14551
    NGP Financial Planning, LLC75 clientsWealth manager
    Schwab 100%
    $125M
  32. 14552
    UMB Private Wealth Management, LLCOverland Park, KS · 46 clientsPrivate fund adviserAffiliated broker-dealerUMB Financial Services, Inc.
    No custodian reported
    $125M
  33. 14553
    US Infravest Managers LP2 clientsPrivate fund adviser
    No custodian reported
    $125M
  34. 14554
    Haykin, Michael60 clientsWealth manager
    Schwab 100%
    $125M
  35. 14555
    Capital Advisor NetworkLafayette, IN · 904 clientsWealth manager
    Schwab 100%
    $124M
  36. 14556
    CB Capital LLCNorth Smithfield, RI · 61 clientsWealth manager
    Schwab 100%
    $124M
  37. 14557
    Fortis Private Wealth Advisors, LLCMiami, FL · 9 clientsWealth manager
    Pershing 100%
    $124M
  38. 14558
    Vorpahl Wing Advisors, Inc.Spokane, WA · 557 clientsWealth managerHybrid
    No custodian reported
    $124M
  39. 14559
    Streamsong Advisors, LLCGrand Rapids, MI · 268 clientsWealth manager
    Schwab 100%
    $124M
  40. 14560
    Sila Financial, LLC100 clientsWealth managerHybrid
    Schwab 100%
    $124M

RIAs by state