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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. 14281
    Peak Financial Consulting, Inc.Bloomington, MN · 371 clientsWealth managerHybrid
    Schwab 100%
    $132M
  2. 14282
    Geremia Financial Services, LLCEdison, NJ · 132 clientsWealth managerWrap sponsor
    No custodian reported
    $132M
  3. 14283
    Wealth Ease Wealth ManagementMarshall, MI · 251 clientsWealth manager
    TIAA 100%
    $132M
  4. 14284
    Usca Asset Management LLCHouston, TX · 24 clientsPrivate fund adviserHybridUsca Securities LLC, clears through National Financial Services (Fidelity)
    No custodian reported
    $132M
  5. 14285
    Ramsey Hill Asset Management LLC88 clientsWealth manager
    Schwab 88%
    $132M
  6. 14286
    Middle Street Capital, LLCNewfields, NH · 80 clientsWealth manager
    Schwab 100%
    $132M
  7. 14287
    Tripletail Wealth ManagementOrlando, FL · 74 clientsWealth managerWrap sponsor
    Schwab 99%
    $132M
  8. 14288
    Canterbury Capital Wealth Management, LLCTuscaloosa, AL · 305 clientsWealth manager
    Schwab 100%
    $132M
  9. 14289
    Lee-Way Financial Services, IncHattiesburg, MS · 108 clientsWealth manager
    Schwab 100%
    $132M
  10. 14290
    PMV Capital Advisers, LLCDallas, TX · 82 clientsAsset manager
    Schwab 55%Fidelity 45%
    $132M
  11. 14291
    JGC Tax & Wealth ManagementSalem, OR · 202 clientsWealth manager
    Schwab 83%
    $132M
  12. 14292
    Wealthmark, LLCBellingham, WA · 193 clientsWealth manager
    Axos 100%
    $132M
  13. 14293
    Secure Wealth, Inc.Boca Raton, FL · 221 clientsWealth manager
    Schwab 100%
    $132M
  14. 14294
    Schmitz Capital Partners, LLCMill Valley, CA · 223 clientsWealth managerHybrid
    No custodian reported
    $132M
  15. 14295
    Norton Capital Management, Inc.Henrico, VA · 111 clientsWealth manager
    Pershing 100%
    $132M
  16. 14296
    Blue Line CapitalChicago, IL · 140 clientsWealth manager
    Schwab 100%
    $132M
  17. 14297
    Brighton Wealth Management, Inc.Cottonwood Heights, UT · 451 clientsWealth manager
    Schwab 100%
    $132M
  18. 14298
    ACP Investment ManagementKailua-Kona, HI · 173 clientsWealth managerHybrid
    Schwab 100%
    $132M
  19. 14299
    Tublin - Difusco Advisors Inc.130 clientsWealth manager
    No custodian reported
    $132M
  20. 14300
    Proper WealthTallahassee, FL · 496 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $132M
  21. 14301
    Laminar Wealth LLCClayton, MO · 27 clientsWealth manager
    Schwab 100%
    $132M
  22. 14302
    RDG Capital Management LLCPittsford, NY · 91 clientsWealth manager
    Schwab 68%
    $132M
  23. 14303
    Nest EGGConshohocken, PA · 2,832 clientsWealth managerPublic-company ownedHybridNest Investments BD LLC
    Schwab 55%Apex Fintech 45%
    $132M
  24. 14304
    PTS Brokerage, LLCMt. Laurel, NJ · 495 clientsBroker-dealer firmHybrid
    Schwab 97%
    $132M
  25. 14305
    Teplitz Financial Group LLCOld Bridge, NJ · 188 clientsWealth managerHybrid
    Schwab 62%SEI 38%
    $132M
  26. 14306
    Corinthian Wealth ManagementSan Jose, CA · 189 clientsWealth manager
    No custodian reported
    $132M
  27. 14307
    Lmpg Wealth Advisors, LLCMiami, FL · 58 clientsWealth manager
    Goldman Sachs 100%
    $132M
  28. 14308
    The Breit GroupWrightsville Beach, NC · 82 clientsAsset manager
    Voya Financial Partners 60%Schwab 40%
    $132M
  29. 14309
    Euclidean Technologies Management, LLCSeattle, WA · 1 clientsAsset manager
    No custodian reported
    $132M
  30. 14310
    AWR Investment Management, LLCSan Rafael, CA · 54 clientsWealth manager
    Schwab 100%
    $132M
  31. 14311
    Benchmark Financial, LLCWilmington, DE · 90 clientsWealth manager
    Schwab 100%
    $132M
  32. 14312
    Imprint Wealth LLCMount Pleasant, SC · 77 clientsWealth manager
    No custodian reported
    $132M
  33. 14313
    1st Discount Brokerage, Inc.Lake Worth, FL · 219 clientsBroker-dealer firmHybrid1st Discount Brokerage, Inc.
    Apex Fintech 99%
    $131M
  34. 14314
    Uplevel WealthPortland, OR · 44 clientsWealth manager
    Schwab 100%
    $131M
  35. 14315
    Linx Partners, LLCAtlanta, GA · 7 clientsPrivate fund adviser
    No custodian reported
    $131M
  36. 14316
    Warm Springs Advisors Inc.Larkspur, CA · 15 clientsWealth manager
    Schwab 100%
    $131M
  37. 14317
    Middleton & CompanyVancouver, WA · 115 clientsWealth manager
    Schwab 100%
    $131M
  38. 14318
    Conscious Capital Wealth Management, LLCTampa, FL · 207 clientsWealth managerHybrid
    Schwab 100%
    $131M
  39. 14319
    Layline AdvisorsRochester, NY · 121 clientsWealth managerWrap sponsor
    Schwab 100%
    $131M
  40. 14320
    Seattle Wealth Management LLCSeattle, WA · 100 clientsWealth manager
    Schwab 100%
    $131M

RIAs by state