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. 16881
    Adams Advisory Services, LLCAsset manager
    No custodian reported
    $0
  2. 16882
    Vista Point Asset Management LLCIrvine, CAAsset manager
    No custodian reported
    $0
  3. 16883
    Alius Capital PartnersAventura, FLAsset manager
    No custodian reported
    $0
  4. 16884
    Goalpost Wealth Management, LLCRadnor, PAAsset managerHybrid
    No custodian reported
    $0
  5. 16885
    Monroe Capital Asset Finance Advisors, LLCChicago, ILAsset manager
    No custodian reported
    $0
  6. 16886
    Network CapitalKalispell, MT · 2 clientsAsset managerAffiliated broker-dealerThe Network Labs LTD. Co.
    No custodian reported
    $0
  7. 16887
    Bucks Capital AdvisersNewtown, PAAsset manager
    No custodian reported
    $0
  8. 16888
    Castle Wealth GroupMooresville, NCAsset manager
    No custodian reported
    $0
  9. 16889
    Raijin AIBrooklyn, NYAsset manager
    No custodian reported
    $0
  10. 16890
    Professional Planning & WealthGreenville, SCAsset manager
    No custodian reported
    $0
  11. 16891
    ZAI Technologies LLCThousand Oaks, CA · 2 clientsAsset manager
    No custodian reported
    $0
  12. 16892
    Clearview Family Wealth, LLCPeabody, MAAsset manager
    No custodian reported
    $0
  13. 16893
    Tutela Advisory GroupAsset manager
    No custodian reported
    $0
  14. 16894
    Martin & CompanyValencia, CAAsset manager
    No custodian reported
    $0
  15. 16895
    Longnook ETF LLC1 clientsAsset manager
    No custodian reported
    $0
  16. 16896
    Aqualis Partners LLCDarien, CTAsset manager
    No custodian reported
    $0
  17. 16897
    Futureit Inc.2 clientsAsset manager
    No custodian reported
    $0
  18. 16898
    Silvercap PartnersCharlotte, NCAsset manager
    No custodian reported
    $0
  19. 16899
    Mifel WealthMiami, FLAsset managerAffiliated broker-dealerGrupo Financiero Mifel, S.A. De C.V.
    No custodian reported
    $0
  20. 16900
    Astravia Family Wealth Office LLCEl Segundo, CAAsset manager
    No custodian reported
    $0
  21. 16901
    Shadowbox LogisticsNew York, NYAsset manager
    No custodian reported
    $0
  22. 16902
    Clearlake Capital RIC Management, LLCSanta Monica, CA · 1 clientsAsset managerAffiliated broker-dealerClearlake Capital Markets, LLC
    No custodian reported
    $0
  23. 16903
    Coinbase AdvisorsStamford, CTAsset managerAffiliated broker-dealerCoinbase Capital Markets Corp, clears through Apex Clearing
    No custodian reported
    $0
  24. 16904
    Hofman Wealth ManagementChesterfield, MOAsset managerHybrid
    No custodian reported
    $0
  25. 16905
    Regfi USA, LLCMiami, FL · 2 clientsAsset manager
    No custodian reported
    $0
  26. 16906
    Ramp Advisory LLCNew York, NYAsset manager
    No custodian reported
    $0
  27. 16907
    Vectis CapitalAsset manager
    No custodian reported
    $0
  28. 16908
    Portfolio POVSan Francisco, CAAsset manager
    No custodian reported
    $0
  29. 16909
    Wells Capital Advisors LLCLas Vegas, NVAsset manager
    No custodian reported
    $0
  30. 16910
    Callodine BDC Advisor, LLCBoston, MA · 1 clientsAsset managerHybridManning & Napier Investor Services, Inc.
    No custodian reported
    $0
  31. 16911
    QuasarNew York, NYAsset manager
    No custodian reported
    $0
  32. 16912
    RAC Strategic PartnersAsset manager
    No custodian reported
    $0
  33. 16913
    Tide Rock Leverageco Manager, LLCSolana Beach, CA · 3 clientsAsset manager
    No custodian reported
    $0
  34. 16914
    Meridian Wealth GroupDade City, FLAsset manager
    No custodian reported
    $0
  35. 16915
    Appleseed Advisory, LLCSan Francisco, CAAsset manager
    No custodian reported
    $0
  36. 16916
    AQR Flex Management, LLCGreenwich, CTAsset managerHybridAQR Investments, LLC
    No custodian reported
    $0
  37. 16917
    Ellis Wealth Advisors, LLCMadison, ALAsset managerHybrid
    No custodian reported
    $0
  38. 16918
    Anchor & Oak Wealth Advisors, LLCMarco Island, FLAsset manager
    No custodian reported
    $0
  39. 16919
    755 FinancialWoodstock, GAAsset managerHybrid
    No custodian reported
    $0
  40. 16920
    Golden Ratio Wealth Management LLCRadnor, PAAsset managerHybrid
    No custodian reported
    $0

RIAs by state