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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. 14201
    Schmitt Wealth Advisers, LLCCincinnati, OH · 145 clientsWealth manager
    Schwab 100%
    $135M
  2. 14202
    TSG Alpha Partners, LLCOld Bridge, NJ · 82 clientsPrivate fund adviserHybridBrightchoice Financial, LLC
    Schwab 100%
    $135M
  3. 14203
    Fors FinancialPort Angeles, WA · 240 clientsWealth manager
    Schwab 100%
    $135M
  4. 14204
    Integrity Financial Advisors, LLCWoburn, MA · 240 clientsWealth manager
    Schwab 79%
    $135M
  5. 14205
    RW Baker Wealth Management Group LLCCheyenne, WY · 196 clientsWealth manager
    Schwab 100%
    $135M
  6. 14206
    Seal Cove Capital LLC3 clientsWealth manager
    Fidelity 100%
    $135M
  7. 14207
    Haddonfield Financial Planning LLCHaddonfield, NJ · 212 clientsWealth manager
    Fidelity 100%
    $135M
  8. 14208
    AP Capital Delaware LLCNew York, NY · 3 clientsAsset manager
    No custodian reported
    $135M
  9. 14209
    BSG AdvisersApex, NC · 272 clientsWealth manager
    Fidelity 99%
    $135M
  10. 14210
    Calder Financial LLC103 clientsWealth manager
    Schwab 100%
    $135M
  11. 14211
    Big Sky Wealth Advisors, LLCGreat Falls, MT · 207 clientsWealth manager
    Schwab 100%
    $135M
  12. 14212
    Stonebridge Wealth Management, LLCFrisco, TX · 40 clientsWealth manager
    Fidelity 100%
    $135M
  13. 14213
    Veach Family FinancialNorth Little Rock, AR · 195 clientsWealth manager
    Schwab 100%
    $134M
  14. 14214
    Clarion Advisors Inc.Auburn, CA · 632 clientsWealth manager
    Schwab 100%
    $134M
  15. 14215
    Longbow Asset ManagementTulsa, OK · 132 clientsWealth manager
    Schwab 100%
    $134M
  16. 14216
    Almega Wealth ManagementScottsdale, AZ · 246 clientsWealth manager
    Schwab 97%
    $134M
  17. 14217
    Atlantic Union Municipal Advisors, IncGlen Allen, VAAsset manager
    No custodian reported
    $134M
  18. 14218
    Bluelist Partners, LLCOccoquan, VA · 86 clientsWealth manager
    Schwab 100%
    $134M
  19. 14219
    Epic Advisory Services CorpBoca Raton, FL · 179 clientsWealth managerHybridAsset Managers Agente De Valores S.A., Capital Markets Argentina S.A., clears through Pershing
    Pershing 100%
    $134M
  20. 14220
    CIM Capital SA Management, LLCLos Angeles, CA · 1 clientsAsset managerHybridCCO Capital, LLC, CIM Group (australia) PTY LTD
    No custodian reported
    $134M
  21. 14221
    Harbinger Capital Partners LLCNew York, NY · 16 clientsPrivate fund adviser
    No custodian reported
    $134M
  22. 14222
    Wave Wealth Management, LLCFrisco, TX · 62 clientsWealth manager
    Schwab 100%
    $134M
  23. 14223
    Reliance Wealth ManagementSan Antonio, TX · 302 clientsWealth manager
    Schwab 99%
    $134M
  24. 14224
    Equilibrium Ventures, LLCNew York, NY · 8 clientsPrivate fund adviser
    Interactive Brokers 100%
    $134M
  25. 14225
    Heximer Investment Management Inc.116 clientsWealth manager
    Pershing 100%
    $134M
  26. 14226
    Sound Financial Management, Inc.Raleigh, NC · 180 clientsWealth manager
    Schwab 100%
    $134M
  27. 14227
    Summer Street Capital Partners, LLC2 clientsPrivate fund adviser
    No custodian reported
    $134M
  28. 14228
    Murray Financial Services, IncChico, CA · 132 clientsWealth manager
    Schwab 100%
    $134M
  29. 14229
    Tumolo Wealth Management LLCEast Lyme, CT · 449 clientsWealth manager
    Schwab 53%Fidelity 47%
    $134M
  30. 14230
    Stone Island Financial PlanningNaperville, IL · 148 clientsWealth manager
    Pershing 100%
    $134M
  31. 14231
    Trio Wealth Management, LLCGreat Falls, VA · 87 clientsWealth manager
    Fidelity 55%Schwab 45%
    $134M
  32. 14232
    Lewis Financial, LLCSan Luis Obispo, CA · 255 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $134M
  33. 14233
    Blkbrd Asset ManagementOld Greenwich, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $134M
  34. 14234
    Hudson Oak Wealth Advisory LLCHoboken, NJ · 56 clientsWealth manager
    Schwab 100%
    $134M
  35. 14235
    GW FinancialReno, NV · 93 clientsWealth manager
    Schwab 100%
    $134M
  36. 14236
    Gibson Financial Solutions, Inc.Ellsworth, ME · 153 clientsWealth manager
    Schwab 100%
    $134M
  37. 14237
    Arete Wealth StrategistsBrisbane, Australia · 98 clientsWealth manager
    Schwab 86%
    $134M
  38. 14238
    Panorama Wealth AdvisorsGreenwood Village, CO · 200 clientsWealth managerHybrid
    Fidelity 100%
    $134M
  39. 14239
    DBD Retirement and Financial Services21 clientsWealth manager
    Assetmark Trust 100%
    $134M
  40. 14240
    Anderson Griggs InvestmentsRock Hill, SC · 170 clientsWealth manager
    Schwab 100%
    $134M

RIAs by state