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. 16561
    International Assets Advisory, LLCOrlando, FLBroker-dealer firmHybridBHS Financial, LLC, Primus Financial Services, LLC
    No custodian reported
    $0
  2. 16562
    Nationwide Securities, LLCColumbus, OH · 108 clientsBroker-dealer firmHybridNationwide Fund Distributors LLC, Nationwide Investment Services Corporation
    No custodian reported
    $0
  3. 16563
    Horace Mann Investors, Inc.Springfield, ILBroker-dealer firmHybridBCG Securities, Inc.
    No custodian reported
    $0
  4. 16564
    Needham & Company, LLCNew York, NY · 20 clientsBroker-dealer firmHybrid
    No custodian reported
    $0
  5. 16565
    Missionsquare Wealth ManagementWashington, DCBroker-dealer firmHybrid
    No custodian reported
    $0
  6. 16566
    USI Securities, Inc.Glastonbury, CT · 163 clientsBroker-dealer firmHybrid
    No custodian reported
    $0
  7. 16567
    MMA Securities LLCNew York, NY · 10,839 clientsBroker-dealer firmHybridMMC Securities (ireland) Limited, MMC Securities LLC, clears through Pershing
    No custodian reported
    $0
  8. 16568
    The Winthrop CorporationShelton, CTAsset managerHybridWright Investors' Service Distributors, Inc.
    No custodian reported
    $0
  9. 16569
    DemarcheOverland Park, KS · 40 clientsAsset manager
    No custodian reported
    $0
  10. 16570
    St. Louis Financial Planners Inc.Chesterfield, MOAsset manager
    No custodian reported
    $0
  11. 16571
    Tscg Investors, LLCSimsbury, CTAsset manager
    No custodian reported
    $0
  12. 16572
    Schafer Cullen Capital Management IncNew York, NYAsset managerHybrid
    No custodian reported
    $0
  13. 16573
    Innovest Portfolio Solutions LLCDenver, CO · 467 clientsAsset manager
    No custodian reported
    $0
  14. 16574
    Portfolio Management TechnologySan Francisco, CA · 10 clientsAsset manager
    No custodian reported
    $0
  15. 16575
    Alliancebernstein Holding L.P.Nashville, TNAsset managerAffiliated broker-dealerAlliancebernstein Holding L.P., Alliancebernstein Investments, Inc.
    No custodian reported
    $0
  16. 16576
    Monticello Associates, LLCDenver, CO · 426 clientsAsset manager
    No custodian reported
    $0
  17. 16577
    Alliancebernstein CorporationNew York, NYAsset managerAffiliated broker-dealerAlliancebernstein Investments, Inc., Bernstein Autonomous LLP
    No custodian reported
    $0
  18. 16578
    UBS Farmland Investors LLCHartford, CTAsset managerAffiliated broker-dealerUBS AG, UBS Asset Management (US) Inc.
    No custodian reported
    $0
  19. 16579
    Curcio Webb LLCLawrenceville, NJ · 50 clientsAsset manager
    No custodian reported
    $0
  20. 16580
    IFR, Municipal Market DataBoston, MA · 462 clientsAsset managerAffiliated broker-dealerTradeweb LLC
    No custodian reported
    $0
  21. 16581
    ICE Data Pricing & Reference Data, LLCNew York, NY · 1,992 clientsAsset managerHybridArchipelago Securities L.L.C., Archipelago Trading Services, Inc.
    No custodian reported
    $0
  22. 16582
    Ernst & Young Investment Advisers LLPSecaucus, NJ · 20 clientsAsset managerAffiliated broker-dealerErnst & Young Capital Advisors, LLC
    No custodian reported
    $0
  23. 16583
    Institutional Shareholder Services Inc.Rockville, MD · 2,246 clientsAsset manager
    No custodian reported
    $0
  24. 16584
    Berla Investment Consulting69 clientsAsset manager
    No custodian reported
    $0
  25. 16585
    Pbmares Wealth Management LLCFairfax, VAAsset manager
    No custodian reported
    $0
  26. 16586
    Investment Consulting Services, LLCLombard, IL · 73 clientsAsset manager
    No custodian reported
    $0
  27. 16587
    Proxyvote Plus, LLC107 clientsAsset manager
    No custodian reported
    $0
  28. 16588
    Capital Cities, LLCIndianapolis, IN · 15 clientsAsset manager
    No custodian reported
    $0
  29. 16589
    Timothy Financial Counsel, Inc.Wheaton, ILAsset manager
    No custodian reported
    $0
  30. 16590
    CMC Advisors, Inc.Boca Raton, FL · 271 clientsAsset manager
    No custodian reported
    $0
  31. 16591
    Albourne America LLCSan Francisco, CA · 207 clientsAsset manager
    No custodian reported
    $0
  32. 16592
    Morgan Stanley Real Estate Advisor, Inc.New York, NYAsset managerHybridEaton Vance Distributors, Inc., Morgan Stanley & Co. LLC
    No custodian reported
    $0
  33. 16593
    Higginbotham Retirement Advisors, Inc.Houston, TX · 58 clientsAsset managerAffiliated broker-dealerHigginbotham Securities LLC
    No custodian reported
    $0
  34. 16594
    Bridgebay Financial, Inc.San Ramon, CAAsset manager
    No custodian reported
    $0
  35. 16595
    Francis LLCBrookfield, WI · 97 clientsAsset manager
    No custodian reported
    $0
  36. 16596
    Genesis Investment Management, LLPLondon, United Kingdom · 4 clientsAsset managerAffiliated broker-dealerAMG Distributors, Inc.
    No custodian reported
    $0
  37. 16597
    Harvest Capital Partners LLCBoston, MAAsset manager
    No custodian reported
    $0
  38. 16598
    U.S. Institutional CorporationChesterfield, MO · 4 clientsAsset manager
    No custodian reported
    $0
  39. 16599
    Reynolds Consulting Services LLCHicksville, NY · 52 clientsAsset manager
    No custodian reported
    $0
  40. 16600
    Merion Capital LLCAsset manager
    No custodian reported
    $0

RIAs by state