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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. 14241
    Lasalle Investment Advisors, Inc.Pewaukee, WI · 233 clientsWealth managerHybrid
    No custodian reported
    $134M
  2. 14242
    Garhwal, Chan & Williams Inc.San Francisco, CA · 28 clientsWealth manager
    Schwab 99%
    $134M
  3. 14243
    Loyd Financial Management Inc.Centennial, CO · 149 clientsWealth manager
    Schwab 100%
    $134M
  4. 14244
    Argo Infrastructure Management, LPNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $134M
  5. 14245
    Rechter Wealth Management, LLC57 clientsWealth manager
    Fidelity 100%
    $134M
  6. 14246
    Bislett Management, LLC1 clientsPrivate fund adviser
    No custodian reported
    $133M
  7. 14247
    Elm Capital Management LLCPittsburgh, PA · 564 clientsWealth manager
    Schwab 100%
    $133M
  8. 14248
    Blue Jean Financial LLCAlbany, NY · 385 clientsWealth manager
    Schwab 100%
    $133M
  9. 14249
    Courant Investment Management LLC1 clientsPrivate fund adviser
    No custodian reported
    $133M
  10. 14250
    Hayes Wealth Advisors, LLC192 clientsWealth manager
    Schwab 100%
    $133M
  11. 14251
    Lifecapital Partners LLCNew York, NY · 297 clientsWealth manager
    Fidelity 100%
    $133M
  12. 14252
    Double Eagle Capital Management LPSouthlake, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $133M
  13. 14253
    Palisade Wealth ManagementDraper, UT · 141 clientsWealth manager
    Schwab 100%
    $133M
  14. 14254
    Kanos Capital Management, LLCHouston, TX · 37 clientsWealth manager
    Schwab 71%Fidelity 29%
    $133M
  15. 14255
    Acadia Legacy GroupClive, IA · 45 clientsWealth manager
    Schwab 100%
    $133M
  16. 14256
    Quantify Funds34 clientsAsset manager
    Schwab 100%
    $133M
  17. 14257
    The Hajdari Group, LLCStaten Island, NY · 254 clientsWealth manager
    Schwab 100%
    $133M
  18. 14258
    Blackgold Capital Management LPHouston, TX · 7 clientsPrivate fund adviser
    BNY 100%
    $133M
  19. 14259
    Grimaldi Portfolio Solutions, IncWappingers Falls, NY · 300 clientsWealth manager
    No custodian reported
    $133M
  20. 14260
    Fletcher Financial GroupWest Monroe, LA · 500 clientsWealth manager
    No custodian reported
    $133M
  21. 14261
    Structural Solutions LLCChapel Hill, NC · 8 clientsWealth manager
    No custodian reported
    $133M
  22. 14262
    Southeast Financial AdvisorsGreenville, SC · 304 clientsWealth manager
    No custodian reported
    $133M
  23. 14263
    Safran Wealth Advisors, LLCNew York, NY · 98 clientsWealth manager
    Schwab 100%
    $133M
  24. 14264
    Schonfeld Wealth Management, LLCBrooklyn, NY · 159 clientsWealth managerHybrid
    Schwab 100%
    $133M
  25. 14265
    Harlow Capital Management LLC111 clientsWealth manager
    Schwab 100%
    $133M
  26. 14266
    Lumida Wealth Management LLCWayne, NJ · 44 clientsWealth managerHybrid
    Schwab 100%
    $133M
  27. 14267
    Degreen Private Wealth, LLCScottsdale, AZ · 84 clientsWealth manager
    Schwab 100%
    $133M
  28. 14268
    ARI Group, LLCNew York, NY · 15 clientsWealth manager
    J.P. Morgan 76%Interactive Brokers 23%
    $133M
  29. 14269
    Green & Deckert LLCLubbock, TX · 106 clientsWealth manager
    Schwab 100%
    $133M
  30. 14270
    TruadvisorsTampa, FL · 172 clientsWealth manager
    Schwab 100%
    $133M
  31. 14271
    Tricapital Wealth Management, Inc.Charlotte, NC · 125 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $133M
  32. 14272
    Charis Legacy PartnersBryan, TX · 60 clientsWealth manager
    Schwab 86%
    $133M
  33. 14273
    Wells Financial Management, LLCAsheville, NC · 98 clientsWealth manager
    Schwab 100%
    $133M
  34. 14274
    Complete Wealth Management, LLC255 clientsWealth manager
    Schwab 100%
    $133M
  35. 14275
    Summitpoint Capital ManagementLittleton, CO · 91 clientsWealth manager
    Schwab 100%
    $133M
  36. 14276
    Clarity Financial PlannersClayton, MO · 38 clientsWealth manager
    Altruist 68%Schwab 32%
    $132M
  37. 14277
    JLL Partners FCH, Inc.New York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $132M
  38. 14278
    Legacy Wealth Advisors, LLCClinton Township, MI · 251 clientsWealth manager
    Schwab 100%
    $132M
  39. 14279
    Stites Financial ConsultingWilton, CA · 265 clientsWealth manager
    Schwab 100%
    $132M
  40. 14280
    Jansen Wealth Management LLCAltoona, WI · 237 clientsWealth managerWrap sponsor
    SEI 100%
    $132M

RIAs by state