Wednesday, October 21, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAsWM $20B Modera Wealth Management Launches AI Operating Platform
AtlasFinancial ADVSR
Open free

Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas 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

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. 108
    Osaic Wealth, Inc.Scottsdale, AZ · 575,512 clientsBroker-dealer firmHybridLadenburg Thalmann & Co. Inc., Osaic Institutions, Inc.
    Pershing 61%Fidelity 39%
    $235B
  2. 384
    Voya Investments, LLCScottsdale, AZ · 107 clientsAsset managerHybridVoya Financial Advisors, Inc., Voya Financial Partners, LLC
    No custodian reported
    $59B
  3. 570
    GI PartnersScottsdale, AZ · 29 clientsPrivate fund adviser
    No custodian reported
    $36B
  4. 653
    Davis Selected Advisers LPTucson, AZ · 109 clientsAsset managerHybridDavis Distributors, LLC
    No custodian reported
    $30B
  5. 1168
    United Planners' Financial Services of America A Limited PartnerScottsdale, AZ · 30,369 clientsBroker-dealer firmHybrid
    Schwab 70%
    $13B
  6. 1362
    Foundations Investment Advisors LLCPhoenix, AZ · 29,663 clientsWealth manager
    Schwab 80%
    $10B
  7. 1570
    Balbec Capital Management LPScottsdale, AZ · 22 clientsPrivate fund adviser
    No custodian reported
    $8.0B
  8. 1858
    Ashton Thomas Private WealthScottsdale, AZ · 3,229 clientsWealth managerHybridAshton Thomas Securities, LLC
    Pershing 44%Schwab 34%
    $6.0B
  9. 1936
    DynamicPhoenix, AZ · 5,634 clientsWealth manager
    Schwab 82%
    $5.6B
  10. 1956
    Smead Capital Management, Inc.Phoenix, AZ · 185 clientsAsset managerHybrid
    No custodian reported
    $5.5B
  11. 2002
    TCI Wealth Advisors, Inc.Tucson, AZ · 3,268 clientsWealth manager
    Schwab 100%
    $5.4B
  12. 2093
    TFO Family Office PartnersPhoenix, AZ · 306 clientsWealth manager
    Schwab 100%
    $5.0B
  13. 2535
    Stoker Ostler, A Part of BMO Financial GroupScottsdale, AZ · 1,585 clientsWealth managerBank-affiliatedAffiliated broker-dealerBMO Nesbitt Burns Securities LTD.
    Schwab 100%
    $3.7B
  14. 2665
    Sovereign Investment Advisors LLCPhoenix, AZ · 41 clientsAsset manager
    Schwab 100%
    $3.3B
  15. 2696
    PFG AdvisorsPhoenix, AZ · 7,592 clientsWealth managerHybrid
    Schwab 100%
    $3.3B
  16. 2937
    Trek FinancialScottsdale, AZ · 4,688 clientsWealth manager
    Schwab 100%
    $2.8B
  17. 3098
    Trajan Wealth, L.L.C.Scottsdale, AZ · 10,633 clientsWealth manager
    Schwab 83%
    $2.6B
  18. 3162
    Xcelsior Advisor Partners LLCScottsdale, AZ · 1,501 clientsWealth managerHybrid
    Fidelity 92%
    $2.5B
  19. 3194
    Redwood Investment Management, LLC.Scottsdale, AZ · 152 clientsAsset managerHybrid
    Fidelity 99%
    $2.5B
  20. 3350
    Verus Capital Partners, LLCScottsdale, AZ · 5,642 clientsWealth managerHybrid
    Schwab 78%
    $2.3B
  21. 3849
    Versant Capital Management, Inc.Phoenix, AZ · 521 clientsWealth manager
    Schwab 74%Pershing 26%
    $1.8B
  22. 3906
    Ironwood Investment Counsel, LLCScottsdale, AZ · 554 clientsWealth manager
    Schwab 76%Fidelity 24%
    $1.8B
  23. 4034
    Indigo Partners LLCScottsdale, AZ · 21 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  24. 4081
    L. ROY Papp & Associates, LLPPhoenix, AZ · 576 clientsWealth manager
    Schwab 100%
    $1.6B
  25. 4099
    Global Strategic Nextgen OcioScottsdale, AZ · 129 clientsWealth manager
    Schwab 100%
    $1.6B
  26. 4288
    AWM Capital, LLCPhoenix, AZ · 467 clientsWealth manager
    Schwab 100%
    $1.5B
  27. 4544
    Galvin, Gaustad & Stein, LLCScottsdale, AZ · 856 clientsWealth managerWrap sponsor
    Fidelity 100%
    $1.4B
  28. 4546
    Total Investment Management, Inc.Scottsdale, AZ · 1,186 clientsWealth managerAffiliated broker-dealerVision 4 Fund Distributors LLC
    Schwab 70%
    $1.4B
  29. 4564
    MSH Capital Advisors LLCScottsdale, AZ · 2,361 clientsWealth managerHybridM. S. Howells & Co., clears through Pershing
    Schwab 100%
    $1.3B
  30. 4710
    Fortitude Family OfficeScottsdale, AZ · 412 clientsWealth manager
    Schwab 100%
    $1.3B
  31. 4743
    Brookwood Investment GroupPhoenix, AZ · 3,506 clientsWealth manager
    Schwab 100%
    $1.3B
  32. 4806
    Decisionpoint Financial, LLCMesa, AZ · 691 clientsAsset manager
    Schwab 100%
    $1.2B
  33. 4833
    ARQ Wealth Advisors, LLCScottsdale, AZ · 605 clientsWealth manager
    Schwab 100%
    $1.2B
  34. 5166
    Balboa Wealth Partners, Inc.Scottsdale, AZ · 1,127 clientsWealth managerHybrid
    Schwab 100%
    $1.1B
  35. 5222
    GR Financial Group, LLCTucson, AZ · 1,553 clientsWealth managerHybrid
    Fidelity 100%
    $1.1B
  36. 5245
    Bridgeport Financial SolutionsPhoenix, AZ · 920 clientsWealth managerWrap sponsorAffiliated broker-dealerCambridge Investment Research, Inc.
    Fidelity 75%
    $1.0B
  37. 5290
    Watts Gwilliam & Company, LLCGilbert, AZ · 514 clientsWealth manager
    Schwab 100%
    $1.0B
  38. 5573
    SEM Wealth ManagementTucson, AZ · 1,990 clientsWealth manager
    Axos 100%
    $933M
  39. 5636
    Rovin CapitalMesa, AZ · 730 clientsWealth manager
    Schwab 100%
    $917M
  40. 5677
    Estancia Capital Management, LLCScottsdale, AZ · 6 clientsPrivate fund adviserAffiliated broker-dealerSnowden Account Services LLC, clears through Pershing
    No custodian reported
    $908M

RIAs by state