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. 16641
    Rclco Fund Advisors, LLCLos Angeles, CAPrivate fund adviser
    No custodian reported
    $0
  2. 16642
    Flight Line Financial, LLCPrinceton, NJ · 393 clientsAsset manager
    No custodian reported
    $0
  3. 16643
    Eastspring USChicago, ILAsset managerHybrid
    No custodian reported
    $0
  4. 16644
    Dividex Management LLCWestwood, MAAsset manager
    No custodian reported
    $0
  5. 16645
    Aletheia Analyst Network LimitedCentral, Hong Kong · 138 clientsAsset manager
    No custodian reported
    $0
  6. 16646
    Laufer Wealth Management, LLCBabylon, NYAsset manager
    No custodian reported
    $0
  7. 16647
    CNL Educational Institute, LLCOrlando, FLAsset managerHybridCNL Securities Corp.
    No custodian reported
    $0
  8. 16648
    LDN Wealth, LLCOrlando, FL · 271 clientsAsset manager
    No custodian reported
    $0
  9. 16649
    Adams Funds AdvisersBaltimore, MDAsset manager
    No custodian reported
    $0
  10. 16650
    Alaia Capital, LLCNew York, NY · 1 clientsAsset managerHybridIcapital Hong Kong LTD., Icapital Markets LLC
    No custodian reported
    $0
  11. 16651
    Aptus Financial, LLCAsset manager
    No custodian reported
    $0
  12. 16652
    Summit Capital Solutions LLCBrentwood, TNAsset manager
    No custodian reported
    $0
  13. 16653
    Slated Analytics, LLCLos Angeles, CAAsset managerHybrid
    No custodian reported
    $0
  14. 16654
    Guide Advisors, Inc.Bothell, WAAsset manager
    No custodian reported
    $0
  15. 16655
    Eagle Realty Capital Partners, LLCCincinnati, OHAsset managerAffiliated broker-dealerTouchstone Securities, LLC, W&s Brokerage Services, Inc.
    No custodian reported
    $0
  16. 16656
    Plan Confidence CorporationSarasota, FLAsset manager
    No custodian reported
    $0
  17. 16657
    Brightplan LLCSan Jose, CAAsset manager
    No custodian reported
    $0
  18. 16658
    Bofa Securities, Inc.New York, NYBroker-dealer firmHybridBank of America Europe Designated Activity Company, Frankfurt, Bank of America Europe Designated Activity Company, Milan Branch
    No custodian reported
    $0
  19. 16659
    Q3 Advisors, LLCAsset manager
    No custodian reported
    $0
  20. 16660
    AWH Financial, LLCBala Cynwyd, PA · 7 clientsAsset managerHybrid
    No custodian reported
    $0
  21. 16661
    Shorebird Capital, LPSan Antonio, TXAsset managerHybridTitleist Capital, LLC
    No custodian reported
    $0
  22. 16662
    Cetera Advisory Services LLCEl Segundo, CAAsset managerHybridCetera Advisors LLC, Cetera Financial Specialists LLC, clears through Pershing
    No custodian reported
    $0
  23. 16663
    Sima Retirement Solutions, LLCRichmond, VAAsset manager
    No custodian reported
    $0
  24. 16664
    Planmember Asset Management CorporationCarpinteria, CAAsset managerHybridPlanmember Securities Corporation
    No custodian reported
    $0
  25. 16665
    Mariner WealthOverland Park, KSAsset managerAffiliated broker-dealerMsec, LLC, W G Securities, LLC, clears through National Financial Services (Fidelity)
    No custodian reported
    $0
  26. 16666
    Hinduja-Lynx Investment Advisory, LLCWashington, DCAsset manager
    No custodian reported
    $0
  27. 16667
    Upturn Corporation10 clientsAsset manager
    No custodian reported
    $0
  28. 16668
    Wealthramp, Inc.3,088 clientsAsset manager
    No custodian reported
    $0
  29. 16669
    CarraighillDublin, IrelandAsset manager
    No custodian reported
    $0
  30. 16670
    Stifel Wealth TrackerSt. Louis, MOAsset managerHybridKeefe, Bruyette & Woods, Inc., Stifel Europe AG, clears through Stifel
    No custodian reported
    $0
  31. 16671
    LibrettoLos Angeles, CAAsset manager
    No custodian reported
    $0
  32. 16672
    Jefferies Research Services LLCNew York, NYAsset managerHybridJefferies (australia) Securities PTY LTD, Jefferies (japan) Limited
    No custodian reported
    $0
  33. 16673
    Stonehenge Retirement Planners350 clientsAsset manager
    No custodian reported
    $0
  34. 16674
    Wealth Solutions USA, LLCMadrid, Spain · 22 clientsAsset manager
    No custodian reported
    $0
  35. 16675
    Option Research & Technology Services, LLCPortsmouth, NH · 1,787 clientsAsset manager
    No custodian reported
    $0
  36. 16676
    Boldin AdvisorsMill Valley, CA · 821 clientsAsset manager
    No custodian reported
    $0
  37. 16677
    Mercator Investment Management1 clientsAsset manager
    No custodian reported
    $0
  38. 16678
    Retirement Researcher, LLCTysons, VAAsset manager
    No custodian reported
    $0
  39. 16679
    Emcee InvestMiami, FL · 400 clientsAsset manager
    No custodian reported
    $0
  40. 16680
    Scholar Financial Advising, LLCWinston-Salem, NC · 235 clientsAsset manager
    No custodian reported
    $0

RIAs by state