Sunday, November 8, 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. 16321
    U.S. Cherry LLCSt. Petersburg, FL · 160 clientsAsset manager
    Schwab 85%
    $8M
  2. 16322
    Castleark Alternatives, LLCChicago, IL · 1 clientsPrivate fund adviser
    No custodian reported
    $8M
  3. 16323
    COX Capital ManagementSão Paulo, Brazil · 2 clientsPrivate fund adviser
    No custodian reported
    $8M
  4. 16324
    Masterworks Advisers, LLCNew York, NY · 1,045 clientsWealth manager
    No custodian reported
    $8M
  5. 16325
    Alpha-Lab Asset Management Inc.4 clientsWealth manager
    No custodian reported
    $8M
  6. 16326
    E. Agustoni, Golden Eagle ServicesUrdorf, Switzerland · 15 clientsWealth manager
    No custodian reported
    $8M
  7. 16327
    Blue Ocean Investment Partners19 clientsWealth managerWrap sponsor
    Interactive Brokers 100%
    $8M
  8. 16328
    Alphabit Investments, LLCForest City, IA · 1 clientsAsset manager
    No custodian reported
    $8M
  9. 16329
    Channel Investment Partners1 clientsAsset manager
    No custodian reported
    $8M
  10. 16330
    Stonecastle Asset Management, LLCNew York, NY · 1 clientsAsset managerHybridStonecastle Securities, LLC
    U.S. Bank 100%
    $8M
  11. 16331
    Breacher Capital Advisors, LLCStamford, CT · 3 clientsAsset manager
    No custodian reported
    $8M
  12. 16332
    XY InvestmentsHong Kong, Hong Kong · 2 clientsPrivate fund adviser
    No custodian reported
    $7M
  13. 16333
    Access Softek Advisory ServicesNaperville, IL · 2,223 clientsWealth manager
    Drivewealth 100%
    $7M
  14. 16334
    Coastal Equity Management, LLCPensacola, FL · 1 clientsAsset manager
    No custodian reported
    $7M
  15. 16335
    Global Autotrading113 clientsWealth manager
    Interactive Brokers 76%Tradier Brokerage 24%
    $7M
  16. 16336
    Cornerstone Advisors LLCFayetteville, AR · 71 clientsWealth manager
    Schwab 100%
    $7M
  17. 16337
    Matterhorn Investment Management (asia) LimitedHong Kong, Hong Kong · 1 clientsPrivate fund adviser
    No custodian reported
    $7M
  18. 16338
    Berlin Wealth Group AdvisorsColonia Granada, Mexico City, Mexico · 18 clientsWealth manager
    Interactive Brokers 100%
    $7M
  19. 16339
    Hypatia Capital Management LLCNew York, NY · 1 clientsAsset manager
    No custodian reported
    $7M
  20. 16340
    Outerlands Capital Management, LLCNew York, NY · 4 clientsAsset manager
    No custodian reported
    $7M
  21. 16341
    Caltier Advisors, LLCPoway, CA · 2,304 clientsWealth manager
    No custodian reported
    $7M
  22. 16342
    Axxes Advisors I LLCCoral Gables, FL · 1 clientsAsset managerHybrid
    No custodian reported
    $7M
  23. 16343
    Keel Capital ABStockholm, Sweden · 3 clientsPrivate fund adviser
    No custodian reported
    $7M
  24. 16344
    Acorn Asset Management LLCPrinceton, NJ · 12 clientsWealth manager
    Altruist 100%
    $7M
  25. 16345
    CT Investment Management Co., LLCNew York, NY · 3 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD.
    No custodian reported
    $7M
  26. 16346
    NewdaySouthbury, CTWealth manager
    Schwab 100%
    $7M
  27. 16347
    Wealthjar Investment Advisory, LLCHonolulu, HI · 46 clientsWealth manager
    Schwab 100%
    $6M
  28. 16348
    Xantos Labs, LLC102 clientsAsset manager
    Alpaca Securities 100%
    $6M
  29. 16349
    Aspire Wealth Advisory Group, LLCNew York, NYWealth manager
    Schwab 100%
    $6M
  30. 16350
    Lionshares LLCBrooklyn, NY · 1 clientsAsset manager
    No custodian reported
    $6M
  31. 16351
    Marketocracy Capital Management LLC50 clientsWealth managerWrap sponsor
    No custodian reported
    $6M
  32. 16352
    Blue Sky Wealth Partners, LLC17 clientsWealth manager
    Interactive Brokers 100%
    $6M
  33. 16353
    Sauberan & Company, LLCLockport, NY · 45 clientsWealth manager
    No custodian reported
    $6M
  34. 16354
    Cynosure Portfolio Advisors LLCSalt Lake City, UT · 48 clientsWealth manager
    Fidelity 100%
    $6M
  35. 16355
    Revolut Wealth Inc.New York, NY · 8,441 clientsWealth managerBank-affiliatedHybridRevolut Payments Australia PTY LTD, Revolut Securities Inc.
    Drivewealth 100%
    $6M
  36. 16356
    Kingsbarn Capital ManagementLas Vegas, NV · 2 clientsAsset manager
    No custodian reported
    $6M
  37. 16357
    Precept Management, LLCDallas, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $5M
  38. 16358
    Distribution Cognizant, LLCPalo Alto, CA · 1 clientsAsset manager
    No custodian reported
    $5M
  39. 16359
    Sanjac Alpha LPHouston, TX · 2 clientsAsset manager
    No custodian reported
    $5M
  40. 16360
    W&s Advisory Services, LLCCincinnati, OH · 6,689 clientsWealth managerWrap sponsorHybridTouchstone Securities, LLC, W&s Brokerage Services, Inc.
    No custodian reported
    $5M

RIAs by state