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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. 14361
    Wheels UP Wealth, Inc.114 clientsWealth manager
    Schwab 100%
    $130M
  2. 14362
    Aria Wealth ManagementSaratoga, CA · 249 clientsWealth manager
    No custodian reported
    $130M
  3. 14363
    Hondius Capital Management, LPNorwalk, CT · 3 clientsBroker-dealer firmHybrid
    No custodian reported
    $130M
  4. 14364
    Navigo Wealth Management, LLC155 clientsWealth manager
    Fidelity 100%
    $130M
  5. 14365
    Pearl Wealth LLC17 clientsWealth manager
    Schwab 100%
    $130M
  6. 14366
    Sophis Investments LLCNew York, NY · 41 clientsWealth manager
    Pershing 72%Schwab 28%
    $130M
  7. 14367
    Safe Harbor Fiduciary, LLCPensacola, FL · 346 clientsWealth manager
    Schwab 100%
    $130M
  8. 14368
    R. F. Lafferty & Co., Inc.New York, NY · 125 clientsBroker-dealer firmHybrid
    No custodian reported
    $130M
  9. 14369
    Catalyst Investment Management LLC60 clientsWealth managerWrap sponsor
    Schwab 100%
    $130M
  10. 14370
    Financial Network Specialists LLC36 clientsWealth manager
    Interactive Brokers 100%
    $130M
  11. 14371
    Pasqua Wealth SolutionsPalm City, FL · 53 clientsAsset manager
    Fidelity 100%
    $130M
  12. 14372
    Vida Wealth Partners, Inc.Santa Barbara, CA · 28 clientsWealth managerHybrid
    Fidelity 100%
    $130M
  13. 14373
    Maclendon Wealth Management, LLCDelray Beach, FL · 33 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $130M
  14. 14374
    Castellano & AssociatesShreveport, LA · 301 clientsWealth manager
    Schwab 100%
    $130M
  15. 14375
    Burnham & Company LLCGrand Rapids, MI · 171 clientsWealth manager
    Schwab 60%Fidelity 40%
    $130M
  16. 14376
    Equilibrium Wealth LLC68 clientsWealth manager
    Pershing 100%
    $130M
  17. 14377
    Pebble Valley Wealth ManagementWestern Springs, IL · 97 clientsWealth manager
    Schwab 100%
    $129M
  18. 14378
    Intrinsic Investors LLCWauwatosa, WI · 156 clientsWealth manager
    Schwab 100%
    $129M
  19. 14379
    Burlingame Wealth Management, LLCBurlingame, CA · 38 clientsPrivate fund adviser
    Schwab 85%
    $129M
  20. 14380
    CGI Wealth Advisors, Inc.Frazer, PA · 121 clientsWealth manager
    Altruist 0%
    $129M
  21. 14381
    Trust Beyond Corp22 clientsWealth manager
    J.P. Morgan 53%Pershing 42%
    $129M
  22. 14382
    SKG Capital Advisors, LLCAlbuquerque, NM · 277 clientsWealth managerWrap sponsor
    Schwab 91%
    $129M
  23. 14383
    Antonetti Capital Management, LLCNaples, FL · 141 clientsWealth manager
    Schwab 63%Fidelity 37%
    $129M
  24. 14384
    Saber Capital Management LLCFuquay Varina, NC · 90 clientsWealth manager
    Schwab 40%Fidelity 38%
    $129M
  25. 14385
    Genereux Investment Management, Inc.77 clientsWealth manager
    Schwab 100%
    $129M
  26. 14386
    Attleboro Wealth Management LLCYardley, PA · 142 clientsWealth manager
    Schwab 100%
    $129M
  27. 14387
    Marcus Capital, LLCNorthfield, IL · 98 clientsWealth manager
    Schwab 100%
    $129M
  28. 14388
    RSC Asset Management Group, LLCStudio City, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $129M
  29. 14389
    Patina Wealth173 clientsWealth manager
    Schwab 100%
    $129M
  30. 14390
    Alpha Asset ManagementAkron, OH · 149 clientsWealth managerHybridAmerican Heritage Securities, Inc.
    Schwab 100%
    $129M
  31. 14391
    Altura Private Wealth LLCCenterville, UT · 341 clientsWealth manager
    No custodian reported
    $129M
  32. 14392
    Obion Capital Management LPMiami, FL · 3 clientsPrivate fund adviser
    Morgan Stanley 100%
    $129M
  33. 14393
    Stephen Smith Financial Inc.Schaumburg, IL · 160 clientsWealth manager
    Schwab 100%
    $129M
  34. 14394
    Ralicki Wealth Management & Trust ServicesStuart, FL · 113 clientsWealth manager
    Fidelity 93%
    $129M
  35. 14395
    Mariva Global Asset Management, LLCMiami, FL · 153 clientsWealth managerBank-affiliatedHybridMariva Bursatil S.A., Mariva Capital Markets, LLC
    Pershing 94%
    $129M
  36. 14396
    Infinity Advisory GroupPortage, MI · 208 clientsWealth manager
    Fidelity 100%
    $129M
  37. 14397
    Wolfgang CapitalTemecula, CA · 430 clientsWealth manager
    Schwab 100%
    $129M
  38. 14398
    Gordon Asset Management LLCWest Palm Beach, FL · 38 clientsWealth manager
    Schwab 100%
    $129M
  39. 14399
    Colchester Investment Counsel LLCRidgefield, CT · 58 clientsWealth manager
    Schwab 100%
    $129M
  40. 14400
    Quality Financial ConceptsMaryville, TN · 211 clientsWealth managerHybrid
    Schwab 100%
    $129M

RIAs by state