Wednesday, October 28, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Leading RIAs – EastIN Schwab IMPACT 2026 full conference coverageIN The pace of advisors going RIA is quickening, says Advisory Services Network’s Trey PrescottIN Schwab launches National RIA Day to recruit students into advisor industryIN Schwab IMPACT 2026 kicks off in BostonFP Plenty of red flags, few restrictions: Is FINRA's Rule 4111 working?IN Anthropic extends reach into advisory industry with slew of new partnersWM Wallace Finance Builds Tool to Capture Advisor KnowledgeFP Clients may value certifications more than they understand themIN Advisor optimism on organic growth clashes with reality: SEI
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. 3921
    Finser Investment AdvisorSan Antonio, TX · 10 clientsAsset managerHybrid
    No custodian reported
    $1.7B
  2. 3922
    Sapient Private Wealth Management, LLCEugene, OR · 661 clientsWealth managerAffiliated broker-dealer
    Fidelity 100%
    $1.7B
  3. 3923
    Parkman Healthcare Partners LLCStamford, CT · 7 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  4. 3924
    Swift Creek PartnersDallas, TX · 7 clientsAsset manager
    No custodian reported
    $1.7B
  5. 3925
    Amplius Wealth AdvisorsBlue Bell, PA · 781 clientsWealth manager
    Fidelity 100%
    $1.7B
  6. 3926
    Nextech Ventures (US) LLCBoston, MA · 4 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  7. 3927
    Rice Hall James & Associates LLCSan Diego, CA · 249 clientsAsset manager
    Northern Trust 40%State Street 34%BNY 26%
    $1.7B
  8. 3928
    Accumulus Capital Management, LLCNew York, NY · 7 clientsPrivate fund adviser
    Privatbank Ihag Zurich AG 100%
    $1.7B
  9. 3929
    Equus Capital Partners, LTD.Newtown Square, PA · 9 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  10. 3930
    Bcpc Advisors, LPBoston, MA · 1 clientsAsset managerHybridBain Capital Markets, LLC
    No custodian reported
    $1.7B
  11. 3931
    Latash Investments, LLCAnchorage, AK · 7 clientsAsset manager
    Northern Trust 74%Fhlb DES Moines 26%
    $1.7B
  12. 3932
    Steele Creek Investment Management LLCCharlotte, NC · 11 clientsPrivate fund adviserAffiliated broker-dealerMoelis & Company LLC
    No custodian reported
    $1.7B
  13. 3933
    Meridian Wealth Advisors, LLCAustin, TX · 336 clientsWealth manager
    Fidelity 61%Raymond James 39%
    $1.7B
  14. 3934
    WBH Advisory, Inc.Baltimore, MD · 746 clientsWealth manager
    Schwab 71%Fidelity 29%
    $1.7B
  15. 3935
    Amity VenturesSan Francisco, CA · 41 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  16. 3936
    Assured Healthcare Partners LLCNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  17. 3937
    Center Rock Capital Partners, LPChicago, IL · 8 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  18. 3938
    Main Street Capital PartnersHouston, TX · 3 clientsAsset manager
    No custodian reported
    $1.7B
  19. 3939
    Long Path Partners, LPStamford, CT · 23 clientsPrivate fund adviser
    State Street 76%
    $1.7B
  20. 3940
    RW Investment Management LLCEagle, ID · 796 clientsWealth manager
    Schwab 100%
    $1.7B
  21. 3941
    Commonwealth Credit Advisors, LLCWest Palm Beach, FL · 2 clientsPrivate fund adviserHybrid
    No custodian reported
    $1.7B
  22. 3942
    WNY Asset Management, LLCWilliamsville, NY · 3,260 clientsWealth managerHybrid
    Schwab 100%
    $1.7B
  23. 3943
    AGW Capital AdvisorsTampa, FL · 142 clientsWealth manager
    Schwab 100%
    $1.7B
  24. 3944
    Ally Invest AdvisorsCharlotte, NC · 83,199 clientsWealth managerBank-affiliatedHybridAlly Invest Securities LLC, clears through Apex Clearing
    Apex Fintech 100%
    $1.7B
  25. 3945
    Engine Capital Management, LPNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  26. 3946
    Liberty Wealth Management, LLCOakland, CA · 1,554 clientsWealth managerHybrid
    Fidelity 99%
    $1.7B
  27. 3947
    Perry Creek Capital LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  28. 3948
    Galaxy Digital Capital Management LPNew York, NY · 26 clientsPrivate fund adviserHybridFin2, LLC, Galaxy Digital Partners LLC
    No custodian reported
    $1.7B
  29. 3949
    Catalyst Financial PartnersBoston, MA · 355 clientsWealth managerWrap sponsor
    Schwab 100%
    $1.7B
  30. 3950
    AdvisorsharesBethesda, MD · 18 clientsAsset managerHybrid
    No custodian reported
    $1.7B
  31. 3951
    Guidepost Growth Equity Management Company, L.P.Boston, MA · 5 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  32. 3952
    Wexford Capital LPWest Palm Beach, FL · 16 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  33. 3953
    RK Capital Management, LLCWeston, FL · 3 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  34. 3954
    Novem GroupRochester, NY · 3,653 clientsWealth managerHybrid
    No custodian reported
    $1.7B
  35. 3955
    Princeton Equity GroupPrinceton, NJ · 8 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  36. 3956
    Slate Advisory Service (US) LLCChicago, IL · 8 clientsPrivate fund adviserHybrid
    No custodian reported
    $1.7B
  37. 3957
    GCW Partners LLPLondon, United Kingdom · 11 clientsPrivate fund adviser
    Interactive Brokers 100%
    $1.7B
  38. 3958
    Delegate Advisors, LLCChapel Hill, NC · 51 clientsWealth managerHybrid
    Fidelity 100%
    $1.7B
  39. 3959
    Omega Fund Management, LLCBoston, MA · 5 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  40. 3960
    Argent Advisors, Inc.Ruston, LA · 1,499 clientsWealth managerBank-affiliatedHybrid
    Argent Trust 53%Fidelity 47%
    $1.7B

RIAs by state