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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. 14321
    Sheeley & Partners Wealth Management, LLCProvidence, RI · 79 clientsWealth manager
    Schwab 100%
    $131M
  2. 14322
    Nexpoint Advisors, L.P.Dallas, TX · 4 clientsAsset managerHybridNexadvisors, LLC, Nexpoint Securities, Inc.
    No custodian reported
    $131M
  3. 14323
    Stawnychy Financial Services, Inc.Kinnelon, NJ · 121 clientsWealth manager
    Schwab 100%
    $131M
  4. 14324
    White Hawk Wealth ManagementBroomfield, CO · 153 clientsWealth manager
    Schwab 100%
    $131M
  5. 14325
    Sterling Bridge Financial Group LLCPalm Harbor, FL · 827 clientsWealth manager
    Fidelity Distributors Company 100%
    $131M
  6. 14326
    Frisco Financial Planning50 clientsWealth manager
    Schwab 100%
    $131M
  7. 14327
    Ronin Equity Partners LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $131M
  8. 14328
    Kerr Wealth Management550 clientsWealth manager
    Schwab 100%
    $131M
  9. 14329
    Bison Wealth Management, LLCLyndhurst, OH · 160 clientsWealth manager
    Schwab 100%
    $131M
  10. 14330
    Steeloaks Investment Advisers, Inc.Weirton, WV · 285 clientsAsset manager
    No custodian reported
    $131M
  11. 14331
    Warren Capital GroupCharleston, SC · 188 clientsWealth manager
    Schwab 97%
    $131M
  12. 14332
    Family Wealth Partners LLCMedford, NJ · 222 clientsWealth managerHybrid
    Schwab 100%
    $131M
  13. 14333
    Crescent City Retirement GroupMetairie, LA · 933 clientsWealth manager
    Schwab 92%
    $131M
  14. 14334
    MAN Capital Management LLCNew York, NY · 1 clientsPrivate fund adviserAffiliated broker-dealerMAN Investments Inc.
    No custodian reported
    $131M
  15. 14335
    DMK Advisor Group, Inc.Lutz, FL · 515 clientsBroker-dealer firmHybrid
    No custodian reported
    $131M
  16. 14336
    Open Source Investments, LLC239 clientsWealth manager
    Schwab 0%
    $131M
  17. 14337
    Weinstat Wealth Management, Inc.35 clientsWealth manager
    Fidelity 100%
    $131M
  18. 14338
    First Growth Capital LLC67 clientsWealth manager
    Interactive Brokers 100%
    $131M
  19. 14339
    Mench Financial IncCincinnati, OH · 183 clientsWealth manager
    Schwab 80%
    $131M
  20. 14340
    Lincoln Douglas Investments, LLCMount Vernon, OH · 246 clientsBroker-dealer firmHybridLincoln Douglas Investments, LLC
    Fidelity 100%
    $131M
  21. 14341
    Agemy Wealth Advisors, LLCDenver, CO · 404 clientsWealth manager
    Schwab 100%
    $131M
  22. 14342
    JCN Financial & Tax Advisory Group, LLCBaton Rouge, LA · 263 clientsWealth managerWrap sponsor
    LPL Financial 59%Schwab 41%
    $130M
  23. 14343
    Equilibria Wealth Management, LLCKaty, TX · 116 clientsWealth manager
    Schwab 100%
    $130M
  24. 14344
    Sartorial Wealth Inc.Mississauga, Ontario, Canada · 299 clientsWealth manager
    Raymond James 54%Interactive Brokers 46%
    $130M
  25. 14345
    Messmer Capital Advisors LLCMilford, OH · 218 clientsWealth manager
    Schwab 100%
    $130M
  26. 14346
    Altamira Financial Group, LLCSanta Fe, NM · 115 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $130M
  27. 14347
    The Sherry Group, Inc.Mountain Home, AR · 203 clientsWealth managerHybrid
    Goldman Sachs 100%
    $130M
  28. 14348
    Peakvalley Wealth, LLCRoanoke, VA · 169 clientsWealth manager
    Schwab 84%
    $130M
  29. 14349
    Applied Financial WisdomRapid City, SD · 152 clientsWealth managerHybrid
    LPL Financial 100%
    $130M
  30. 14350
    Arbus Capital Management, LLC30 clientsWealth manager
    Schwab 100%
    $130M
  31. 14351
    Walsky Investment Management IncWyomissing, PA · 107 clientsWealth manager
    Schwab 100%
    $130M
  32. 14352
    Montgomery Capital Advisors LLCNew York, NY · 51 clientsWealth manager
    No custodian reported
    $130M
  33. 14353
    Solist FinancialTampa, FL · 87 clientsWealth managerBank-affiliatedHybrid
    Schwab 96%
    $130M
  34. 14354
    Wise Wealth Management, LLCNew York, NY · 79 clientsWealth manager
    Schwab 100%
    $130M
  35. 14355
    Cerasus Advisors Inc31 clientsWealth manager
    Banco Santander Suisse 74%Interactive Brokers 26%
    $130M
  36. 14356
    Versatile Capital Management L.L.C.Chicago, IL · 45 clientsWealth manager
    Schwab 77%Interactive Brokers 23%
    $130M
  37. 14357
    Capital City Wealth Management, Inc.Bismarck, ND · 135 clientsWealth managerWrap sponsor
    Fidelity 100%
    $130M
  38. 14358
    Financial Aurora, LLC.Austin, TX · 220 clientsWealth manager
    Schwab 100%
    $130M
  39. 14359
    Global Venture Management LLCSan Juan, PR · 2 clientsPrivate fund adviserAffiliated broker-dealerJoseph Stone Capital L.L.C.
    No custodian reported
    $130M
  40. 14360
    Seven Hills Capital AdvisorsCincinnati, OH · 124 clientsWealth manager
    Fidelity 100%
    $130M

RIAs by state