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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
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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

12,831 firms manage $34.5 trillionno broker-dealer ties

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. 17159
    Mercor InvestmentSan Andres Cholula, Puebla, MexicoAsset manager
    No custodian reported
    $0
  2. 17160
    1291 Group of the AmericasHamilton, BermudaAsset manager
    No custodian reported
    $0
  3. 17162
    OneupLondon, United Kingdom · 60 clientsAsset manager
    No custodian reported
    $0
  4. 17163
    Riscura Solutions (UK) LimitedLondon, United Kingdom · 12 clientsAsset manager
    No custodian reported
    $0
  5. 17165
    Futurecorp Asset ManagementAsset manager
    No custodian reported
    $0
  6. 17166
    Ecobridge Capital Management LPNew York, NYAsset manager
    No custodian reported
    $0
  7. 17167
    Reliant Consulting & Research, Inc.23 clientsAsset manager
    No custodian reported
    $0
  8. 17168
    Mpfa Inc.Asset manager
    No custodian reported
    $0
  9. 17169
    StratxaiAsset manager
    No custodian reported
    $0
  10. 17170
    Qarma Technology, Inc.London, United KingdomAsset manager
    No custodian reported
    $0
  11. 17173
    Cambwick US LLCAsset manager
    No custodian reported
    $0
  12. 17174
    Consequent Capital Management, LLCAtlanta, GAAsset manager
    No custodian reported
    $0
  13. 17178
    Brite Avenue Capital LPScarsdale, NYAsset manager
    No custodian reported
    $0
  14. 17182
    Amalia Partner AGZurich, SwitzerlandAsset manager
    No custodian reported
    $0
  15. 17184
    UDY Road HoldingsNew York, NYAsset manager
    No custodian reported
    $0
  16. 17185
    Jungle Rock CapitalLondon, United KingdomAsset manager
    No custodian reported
    $0
  17. 17186
    Moola Copilot LLCNaples, FL · 2,756 clientsAsset manager
    No custodian reported
    $0
  18. 17188
    Plato PlanningAsset manager
    No custodian reported
    $0
  19. 17189
    Symfonie Capital / Symfonie Investment AdvisorsLondon, United KingdomAsset manager
    No custodian reported
    $0
  20. 17190
    Situsamc Real Estate Valuation Services, LLCWest Des Moines, IA · 1 clientsAsset manager
    No custodian reported
    $0
  21. 17193
    Hoovest Capital Management IncWest Vancouver, CanadaAsset manager
    No custodian reported
    $0
  22. 17194
    Arthscience CapitalMumbai, Maharashtra, IndiaAsset manager
    No custodian reported
    $0
  23. 17196
    Kynance Cove Capital LLCLondon, United Kingdom · 2 clientsAsset manager
    No custodian reported
    $0
  24. 17197
    Integrated Management Systems Capital Management LLCEast Orange, NJAsset manager
    No custodian reported
    $0
  25. 17198
    Cambial Partners LPNew York, Ny, NYAsset manager
    No custodian reported
    $0
  26. 17202
    Arctos Capital Partners AGZurich, SwitzerlandAsset manager
    No custodian reported
    $0
  27. 17203
    Dahab Associates IncBay Shore, NY · 90 clientsAsset manager
    No custodian reported
    $0
  28. 17204
    Third HarborCold Spring Harbor, NYAsset manager
    No custodian reported
    $0
  29. 17207
    Skyward Trading LLC2 clientsAsset manager
    No custodian reported
    $0
  30. 17208
    PerpetuityAsset manager
    No custodian reported
    $0
  31. 17209
    Ingot FinanceAsset manager
    No custodian reported
    $0

RIAs by state