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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. 14441
    GPS InvestmentsScottsdale, AZ · 85 clientsWealth managerHybrid
    Fidelity 85%
    $128M
  2. 14442
    WillowRogers, AR · 108 clientsWealth manager
    Schwab 100%
    $128M
  3. 14443
    Solidarity Capital Management, LLCLehi, UT · 1 clientsPrivate fund adviser
    No custodian reported
    $128M
  4. 14444
    Align Advisor Group, LLCVineland, NJ · 210 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $128M
  5. 14445
    Hidden Hills Wealth13 clientsWealth manager
    Schwab 100%
    $128M
  6. 14446
    Tempered Investment Management LTD.North Vancouver, British Columbia, Canada · 8 clientsPrivate fund adviser
    BNY 60%Nbin 40%
    $128M
  7. 14447
    Evolution Investment Management LLCAustin, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $128M
  8. 14448
    Longview Wealth Management, LLC44 clientsWealth manager
    No custodian reported
    $127M
  9. 14449
    Hatcher Capital Investments, Inc.Little Rock, AR · 319 clientsAsset manager
    Schwab 42%Ascensus Broker Dealer Services 36%Empower Financial Services 22%
    $127M
  10. 14450
    YES Wealth ManagementMahtomedi, MN · 100 clientsWealth manager
    Schwab 100%
    $127M
  11. 14451
    Divvi Wealth ManagementKansas City, MO · 197 clientsWealth manager
    Schwab 100%
    $127M
  12. 14452
    WE Financial GroupSan Francisco, CA · 140 clientsWealth manager
    Schwab 84%
    $127M
  13. 14453
    Citigroup Alternative Investments LLCNew York, NY · 13 clientsPrivate fund adviserHybridCitigroup Global Markets Inc.
    Goldman Sachs 100%
    $127M
  14. 14454
    Cardinal Retirement Planning, Inc.107 clientsWealth manager
    Schwab 100%
    $127M
  15. 14455
    Luminescent Wealth Management, Inc.Scottsdale, AZ · 56 clientsWealth manager
    Schwab 100%
    $127M
  16. 14456
    Millenia Financial Partners, LLC52 clientsWealth manager
    Schwab 91%
    $127M
  17. 14457
    2 Knights Wealth Management, LLCPepper Pike, OH · 59 clientsWealth manager
    Fidelity 98%
    $127M
  18. 14458
    Sabre Asset Management LLCPepper Pike, OH · 147 clientsWealth manager
    Schwab 100%
    $127M
  19. 14459
    Fairchild Financial Advisors, Inc.Folsom, CA · 247 clientsWealth managerWrap sponsorHybrid
    Schwab 79%
    $127M
  20. 14460
    Moore Financial Advisors, LTD.Belmont, MA · 92 clientsWealth manager
    Fidelity 57%Altruist 43%
    $127M
  21. 14461
    Axim Planning & WealthSpringboro, OH · 287 clientsWealth manager
    Schwab 100%
    $127M
  22. 14462
    Wright Wealth Strategies, LLCSan Luis Obispo, CA · 202 clientsWealth managerHybrid
    LPL Financial 81%
    $127M
  23. 14463
    Synergy Wealth Management, LLCGrand Rapids, MI · 282 clientsWealth manager
    Schwab 93%
    $127M
  24. 14464
    Sierra Management GroupReno, NV · 168 clientsWealth manager
    LPL Financial 100%
    $127M
  25. 14465
    Strategic Portfolio ManagersNorthfield, IL · 84 clientsWealth manager
    No custodian reported
    $127M
  26. 14466
    Double Bay Management & PlanningSan Francisco, CA · 32 clientsWealth manager
    Schwab 84%
    $127M
  27. 14467
    Sage Wealth PlanningGeorgetown, TX · 119 clientsWealth manager
    Schwab 100%
    $127M
  28. 14468
    Growstrong Wealth StrategiesFort Collins, CO · 227 clientsWealth manager
    Schwab 76%MID Atlantic Clearing & Settlement 24%
    $127M
  29. 14469
    Gainspoletti Wealth PlannersCleveland, MS · 250 clientsWealth managerHybrid
    Schwab 100%
    $127M
  30. 14470
    Miller Financial Services, Inc.San Juan Capistrano, CA · 200 clientsWealth manager
    Schwab 100%
    $127M
  31. 14471
    Kingsford Capital Management, LLCPoint Richmond, CA · 4 clientsAsset manager
    State Street 100%
    $127M
  32. 14472
    Ashwood AdvisorsMedfield, MA · 110 clientsWealth managerHybrid
    Fidelity 100%
    $127M
  33. 14473
    Duke Funding Management, L.L.C.Old Greenwich, CT · 4 clientsPrivate fund adviserHybridArmstrong Securities LLC
    No custodian reported
    $127M
  34. 14474
    Advisor.comCharleston, SC · 426 clientsWealth manager
    Altruist 100%
    $127M
  35. 14475
    Bone Fide WealthNew York, NY · 181 clientsWealth manager
    Altruist 100%
    $127M
  36. 14476
    Personal Money Planning, LLCWichita Falls, TX · 217 clientsWealth manager
    No custodian reported
    $127M
  37. 14477
    Shadowridge Asset Management, LLCAustin, TX · 614 clientsWealth manager
    Axos 76%Fidelity Distributors Company 24%
    $127M
  38. 14478
    Carmichael Creel InvestmentsFranklin, TN · 76 clientsWealth manager
    Schwab 100%
    $127M
  39. 14479
    Brackenwood Capital Management, LLCBainbridge Island, WA · 86 clientsWealth manager
    Schwab 100%
    $127M
  40. 14480
    Artesa Financial GroupConroe, TX · 329 clientsWealth manager
    Schwab 100%
    $127M

RIAs by state