Monday, October 26, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
KC The 16 Best Financial Advisor Conferences To Attend In 2027IN Digital asset custody reshapes how banks compete in tokenized financeIN Fidelity's $100M custody minimum forces small RIAs to pick a pathIN Wealth firms report organic growth rebound, but process gaps persistIN Shareholder support rebounds even as proxy proposals hit new lowIN AI governance gaps leave RIAs exposed to a new wave of cyber threatsIN Home affordability crisis deepens as mortgage rates and hidden costs riseFP Year-end tax planning: 5 moves advisors should review with clients4K 55ip Expands Unified Managed Accounts with BlackRockRB 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 2026
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. 3001
    CFS Investment Advisory Services LLCTotowa, NJ · 1,238 clientsWealth manager
    Schwab 66%
    $2.7B
  2. 3002
    DC Global VenturesMenlo Park, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  3. 3003
    Rembert Pendleton JacksonVienna, VA · 1,458 clientsWealth managerBank-affiliated
    Schwab 100%
    $2.7B
  4. 3004
    1789 Capital ManagementPalm Beach, FL · 26 clientsPrivate fund adviserHybridFarvahar Capital LLC
    No custodian reported
    $2.7B
  5. 3005
    KBS Realty Advisors, LLCNewport Beach, CA · 3 clientsPrivate fund adviserHybridKBS Capital Markets Group LLC
    No custodian reported
    $2.7B
  6. 3006
    RTD Financial Advisors IncPhiladelphia, PA · 837 clientsWealth manager
    Schwab 78%
    $2.7B
  7. 3007
    Sound Point Commercial Real Estate Finance LLCNew York, NY · 8 clientsAsset manager
    BNY 100%
    $2.7B
  8. 3008
    PPM Loan Management Company 2, LLCChicago, IL · 8 clientsPrivate fund adviserAffiliated broker-dealerJackson National Life Distributors LLC
    No custodian reported
    $2.7B
  9. 3009
    Bill FEW Associates, Inc.Sewickley, PA · 2,972 clientsWealth managerWrap sponsor
    Pershing 100%
    $2.7B
  10. 3010
    EIR Partners Capital, LPMiami, FL · 14 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  11. 3011
    PNC Steel City Advisors, LLCPittsburgh, PA · 4 clientsPrivate fund adviserHybridPNC Capital Markets LLC, PNC Wealth Management
    No custodian reported
    $2.7B
  12. 3012
    Innocap Investment Advisers, LLC.New York, NY · 13 clientsAsset managerHybridHedgemark Securities LLC
    No custodian reported
    $2.7B
  13. 3013
    Mangrove PartnersGreenwich, CT · 3 clientsPrivate fund adviser
    HSBC Private Banking 100%
    $2.7B
  14. 3014
    ARS Investment Partners, LLCNew York, NY · 380 clientsWealth managerAffiliated broker-dealerVentum Financial (US) Corp., Ventum Financial Corp
    Pershing 100%
    $2.7B
  15. 3015
    1988 Asset Management, LLCNew York, NY · 8 clientsPrivate fund adviserHybridMuzinich & Co. (ireland) Limited, Muzinich & Co. (singapore) PTE. Limited
    No custodian reported
    $2.7B
  16. 3016
    Walker & Dunlop Investment Partners, Inc.Denver, CO · 32 clientsPrivate fund adviserHybridZelman Partners, LLC
    J.P. Morgan 51%
    $2.7B
  17. 3017
    Giverny CapitalMontreal, Canada · 5,042 clientsPrivate fund adviser
    National Bank Independent Network (nbin) 100%
    $2.7B
  18. 3018
    Sagewood Asset Management LPNew York, NY · 255 clientsWealth manager
    Stifel, Nicolaus & Company, Incorporated 43%Morgan Stanley 41%
    $2.7B
  19. 3019
    1sharpe Capital LLCSan Francisco, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  20. 3020
    MCP Management, LPAustin, TX · 13 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  21. 3021
    TCW PT Management Company LLCLos Angeles, CA · 5 clientsPrivate fund adviserHybridTCW Asia Limited, TCW Funds Distributors LLC
    No custodian reported
    $2.7B
  22. 3022
    Hook Mill Capital Partners, LPNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  23. 3023
    3i CorporationNew York, NY · 9 clientsAsset manager
    No custodian reported
    $2.7B
  24. 3024
    Advanced Portfolio Management, LLCNew York, NY · 8 clientsAsset manager
    Interactive Brokers 100%
    $2.7B
  25. 3025
    Global Atlantic Investment Advisors, LLCIndianapolis, IN · 16 clientsAsset managerHybridGlobal Atlantic Distributors, LLC
    No custodian reported
    $2.7B
  26. 3026
    Duncan Williams Asset Management, LLCMemphis, TN · 2,238 clientsAsset managerHybrid
    Schwab 100%
    $2.7B
  27. 3027
    Inatai Investment Management Co. LLCSeattle, WA · 3 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  28. 3028
    Breakthrough PropertiesLos Angeles, CA · 12 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  29. 3029
    NPF Investment AdvisorsGrand Rapids, MI · 993 clientsWealth manager
    Fidelity 85%
    $2.7B
  30. 3030
    RXR Asset Management LLCUniondale, NY · 78 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  31. 3031
    Gobi Capital LLCBeverly Hills, CA · 8 clientsPrivate fund adviser
    BNY 100%
    $2.7B
  32. 3032
    Gennx360 Management Company, LLCNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  33. 3033
    Stadion Money Management, LLCWatkinsville, GA · 49,626 clientsWealth managerWrap sponsor
    Fifth Third Bancorp (lincoln) 37%State Street 28%
    $2.7B
  34. 3034
    Precision Capital Advisors, LLCGreenwich, CT · 42 clientsPrivate fund adviserHybridPCA Capital Securities, LLC
    No custodian reported
    $2.7B
  35. 3035
    Multicoin Capital Management, LLCAustin, TX · 18 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  36. 3036
    Capital Dynamics, Inc.New York, NY · 27 clientsPrivate fund adviserHybridCapital Dynamics Broker Dealer LLC, Capital Dynamics Gmbh
    No custodian reported
    $2.7B
  37. 3037
    Analyst Portfolio Management LTD.Tel Aviv, Israel · 2,192 clientsAsset manager
    No custodian reported
    $2.7B
  38. 3038
    Valley Wealth Managers, Inc.Paramus, NJ · 969 clientsWealth managerBank-affiliatedHybridValley Financial Management, Inc.
    Schwab 65%Pershing 24%
    $2.7B
  39. 3039
    W Capital PartnersNew York, NY · 15 clientsPrivate fund adviserAffiliated broker-dealerBNP Paribas Securities Corp.
    No custodian reported
    $2.7B
  40. 3040
    Main Street Research LLCLakeville, CT · 1,031 clientsWealth manager
    Schwab 100%
    $2.7B

RIAs by state