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FinancialADVSR

Est. 2026The front page of wealth managementNew York

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4K Social Security Database Cleanup Corrects 50 Million RecordsRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities
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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.

Filters1

212 firms manage $511 billionArizona

Open in the Atlas screener

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  1. 16445
    Alamos Capital, LLCTucson, AZ · 1 clientsPrivate fund adviserHybridUnion Capital Company
    No custodian reported
    $1M
  2. 16621
    Vision2020 Wealth Management Corp.Scottsdale, AZAsset managerAffiliated broker-dealerLadenburg Thalmann & Co. Inc., Osaic Institutions, Inc.
    No custodian reported
    $0
  3. 16737
    SvvyPhoenix, AZAsset manager
    No custodian reported
    $0
  4. 16740
    Nerdwallet AdvisoryScottsdale, AZAsset manager
    No custodian reported
    $0
  5. 16807
    Unstoppable AssetPhoenix, AZAsset manager
    No custodian reported
    $0
  6. 16845
    Bili FinanceTucson, AZAsset manager
    No custodian reported
    $0
  7. 16869
    Alphatrust AdvisorsPhoenix, AZAsset manager
    No custodian reported
    $0
  8. 16950
    Allen Financial PartnersPrescott, AZAsset manager
    No custodian reported
    $0
  9. 16980
    Zoop Alpha AdvisorsMesa, AZAsset manager
    No custodian reported
    $0
  10. 16983
    RBG Capital LLCScottsdale, AZAsset managerHybrid
    No custodian reported
    $0
  11. 16993
    Trivera Wealth Management, LLCTucson, AZAsset manager
    No custodian reported
    $0
  12. 17137
    Alkeme Investments LLCScottsdale, AZAsset manager
    No custodian reported
    $0

RIAs by state