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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.

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. 14121
    Ridgeline Research LLC1 clientsAsset managerHybrid
    No custodian reported
    $137M
  2. 14122
    Forefront Asset Management, LLCVirginia Beach, VA · 322 clientsWealth manager
    Raymond James 100%
    $137M
  3. 14123
    Directional Asset Management, LLCArlington Heights, IL · 48 clientsWealth manager
    Schwab 100%
    $137M
  4. 14124
    Ascension Wealth Partners, LLCPleasant Hill, CA · 40 clientsWealth manager
    Schwab 100%
    $137M
  5. 14125
    PVA Financial, LLC49 clientsWealth manager
    Schwab 100%
    $137M
  6. 14126
    Cooke Wealth Management, LLCIrvine, CA · 114 clientsWealth manager
    Schwab 100%
    $137M
  7. 14127
    Coordinated Capital Securities, Inc.Fort Atkinson, WI · 186 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $137M
  8. 14128
    Central Wealth Management LLCMadison, WI · 166 clientsWealth manager
    Schwab 100%
    $137M
  9. 14129
    Lewis Capital Management60 clientsWealth manager
    Schwab 100%
    $137M
  10. 14130
    River Crescent Advisors, LLCSuffolk, VA · 140 clientsWealth managerWrap sponsor
    Schwab 100%
    $137M
  11. 14131
    Champion Advisors LLC51 clientsWealth manager
    Fidelity 100%
    $137M
  12. 14132
    Springboard Asset Management LLCCheshire, CT · 98 clientsWealth manager
    Schwab 100%
    $137M
  13. 14133
    Black Walnut Wealth ManagementTraverse City, MI · 86 clientsWealth manager
    Fidelity 100%
    $137M
  14. 14134
    Rand Capital ManagementBuffalo, NY · 4 clientsPrivate fund adviserAffiliated broker-dealerManning & Napier Investor Services, Inc.
    No custodian reported
    $137M
  15. 14135
    Beyond Investing LLC1 clientsAsset managerAffiliated broker-dealerBeyond Animal S.A.
    No custodian reported
    $137M
  16. 14136
    Wealthkare.com, Inc.Mount Union, PA · 375 clientsWealth manager
    Schwab 94%
    $137M
  17. 14137
    Re-Envision WealthNew York, NY · 91 clientsWealth manager
    Schwab 100%
    $137M
  18. 14138
    Old Barn Capital LLCAsset manager
    GPP Group 100%
    $137M
  19. 14139
    ELE Advisory Services, IncSouthfield, MI · 1,156 clientsWealth managerHybridELE Wealth Solutions, Inc.
    Schwab 100%
    $137M
  20. 14140
    Aventus Investment Advisors, Inc.Naples, FL · 145 clientsWealth manager
    Schwab 100%
    $136M
  21. 14141
    Vanweelden Wealth Management, LLCWest Chester Township, OH · 203 clientsWealth manager
    Schwab 100%
    $136M
  22. 14142
    Harborpoint Wealth PartnersVirginia Beach, VA · 280 clientsWealth manager
    Schwab 100%
    $136M
  23. 14143
    Brooker Wealth ManagementOakland, CA · 57 clientsWealth managerHybrid
    Schwab 100%
    $136M
  24. 14144
    Bridgelight Capital LLCScottsdale, AZ · 173 clientsWealth managerWrap sponsor
    Schwab 100%
    $136M
  25. 14145
    Galileo Investment ManagementNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $136M
  26. 14146
    St. Bernard Financial Services, Inc.Russellville, AR · 798 clientsBroker-dealer firmHybridSt. Bernard Financial Services, Inc.
    No custodian reported
    $136M
  27. 14147
    ICW Holdings, LLC36 clientsAsset manager
    Interactive Brokers 70%Schwab 30%
    $136M
  28. 14148
    Strategic Portfolio Solutions, LLCDallas, TX · 188 clientsWealth manager
    Schwab 100%
    $136M
  29. 14149
    Horizon Capital Management, LLCLake Forest, IL · 40 clientsWealth manager
    Fidelity 66%Schwab 34%
    $136M
  30. 14150
    Fithian LLCNew York, NY · 74 clientsAsset manager
    Schwab 52%BNY 27%
    $136M
  31. 14151
    Professional Wealth Management Services LLCStatesville, NC · 60 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $136M
  32. 14152
    Paradigm Advisors, LLCDallas, TX · 83 clientsWealth manager
    Fidelity Distributors 100%
    $136M
  33. 14153
    Capitol Family Office, Inc.Beaverton, OR · 124 clientsWealth manager
    LPL Financial 61%Schwab 26%
    $136M
  34. 14154
    Wealthrise Financial Planning, LLCCarlsbad, CA · 98 clientsWealth manager
    Schwab 100%
    $136M
  35. 14155
    BH Asset Management, LLCNew York, NY · 95 clientsWealth manager
    Fidelity 83%
    $136M
  36. 14156
    15 EquitySanta Barbara, CA · 112 clientsWealth managerHybrid
    Schwab 100%
    $136M
  37. 14157
    A J Feldman Financial, LLC140 clientsWealth manager
    Schwab 100%
    $136M
  38. 14158
    Kassira Wealth Management, LLC219 clientsWealth managerWrap sponsor
    Schwab 100%
    $136M
  39. 14159
    McMahan Capital ManagementCarmel, IN · 43 clientsWealth manager
    No custodian reported
    $136M
  40. 14160
    Landmark Wealth Advisors, LLCFarmington, UT · 268 clientsWealth managerHybrid
    Schwab 100%
    $136M

RIAs by state