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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. 14481
    Copperline Wealth Management & PlanningCody, WY · 440 clientsWealth managerWrap sponsorHybrid
    LPL Financial 70%Schwab 30%
    $127M
  2. 14482
    Kingwood Investment GroupKingwood, TX · 244 clientsWealth manager
    Schwab 100%
    $127M
  3. 14483
    Hickory Wealth Management, LLCSpringfield, MO · 209 clientsWealth managerWrap sponsor
    Schwab 100%
    $127M
  4. 14484
    Acts Financial AdvisorsMcLean, VA · 23 clientsWealth manager
    Schwab 100%
    $127M
  5. 14485
    Twin Gryphon Advisors LLCMarshfield, MA · 50 clientsWealth manager
    Fidelity 100%
    $127M
  6. 14486
    IORClayton, MOAsset manager
    U.S. Bank 100%
    $127M
  7. 14487
    RIA Wealth Advisors, LLCRound Rock, TX · 241 clientsWealth manager
    Fidelity 100%
    $126M
  8. 14488
    Fortitude Private WealthCarmel, IN · 67 clientsWealth manager
    Schwab 100%
    $126M
  9. 14489
    Aisa InternationalDevizes, United Kingdom · 242 clientsWealth manager
    No custodian reported
    $126M
  10. 14490
    P&a Capital AdvisorsNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $126M
  11. 14491
    The Advisory FirmAlpharetta, GA · 120 clientsWealth manager
    Schwab 100%
    $126M
  12. 14492
    Goldfarb Financial Management, LLC6 clientsAsset manager
    Morgan Stanley 100%
    $126M
  13. 14493
    Financial Empowerment LLCBurnsville, MN · 100 clientsWealth manager
    No custodian reported
    $126M
  14. 14494
    Premier Private Wealth Management, LLCPalm Harbor, FL · 700 clientsWealth manager
    Schwab 100%
    $126M
  15. 14495
    BCM Capital Management LLCNorthfield, IL · 2 clientsPrivate fund adviser
    No custodian reported
    $126M
  16. 14496
    Leste USA, LLCMiami, FL · 2 clientsAsset manager
    No custodian reported
    $126M
  17. 14497
    Shepherd Street AdvisorsLarkspur, CA · 49 clientsWealth manager
    Schwab 100%
    $126M
  18. 14498
    Trinity Investment Management, LLCFort Worth, TX · 50 clientsAsset manager
    Wells Fargo 72%Schwab 28%
    $126M
  19. 14499
    Private Wealth Management LLC12 clientsWealth manager
    Schwab 100%
    $126M
  20. 14500
    Oak Street AdvisorsMyrtle Beach, SC · 159 clientsWealth manager
    Schwab 100%
    $126M
  21. 14501
    VIP Planners, Inc.Roanoke, VA · 209 clientsWealth manager
    Fidelity 100%
    $126M
  22. 14502
    Adirondack Research & Management Inc.Guilderland, NY · 85 clientsWealth manager
    Fidelity 100%
    $126M
  23. 14503
    Capital Wealth Advisors, LTD.West Bend, WI · 185 clientsWealth manager
    Schwab 100%
    $126M
  24. 14504
    VIP Wealth AdvisorsDecatur, GA · 30 clientsWealth manager
    Schwab 80%
    $126M
  25. 14505
    Significant Wealth Partners LLCCary, IL · 851 clientsWealth manager
    Schwab 100%
    $126M
  26. 14506
    Thielen Capital CorporationLadera Ranch, CA · 82 clientsWealth manager
    Schwab 80%
    $126M
  27. 14507
    Tidal Creek Capital AdvisorsBluffton, SC · 181 clientsWealth manager
    Schwab 100%
    $126M
  28. 14508
    Integrity Road Wealth Partners LLCHouston, TX · 66 clientsWealth manager
    Schwab 100%
    $126M
  29. 14509
    Reality Financial Planning Services, LLCSarasota, FL · 214 clientsWealth manager
    Schwab 100%
    $126M
  30. 14510
    Eagle's Crest Advisors, LLCHuntington, NY · 60 clientsWealth manager
    Altruist 83%
    $126M
  31. 14511
    BSC Capital Partners, LLCWest Des Moines, IA · 321 clientsWealth manager
    Fidelity 100%
    $126M
  32. 14512
    Sundial Wealth LLCDelray Beach, FL · 58 clientsWealth manager
    Schwab 100%
    $126M
  33. 14513
    Breakthru Advisory Services, LLCMuskego, WI · 21 clientsWealth manager
    Schwab 100%
    $126M
  34. 14514
    Index Financial Advisors LLC23 clientsWealth manager
    Schwab 100%
    $126M
  35. 14515
    ODA and Company, Inc.Medina, OH · 197 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $126M
  36. 14516
    Hyphen Wealth ManagementLafayette, CA · 59 clientsWealth manager
    Schwab 100%
    $126M
  37. 14517
    Liontree Partners LLCNew York, NY · 9 clientsPrivate fund adviserHybridLiontree Advisors LLC, Liontree Advisors UK LLP
    No custodian reported
    $125M
  38. 14518
    Oak Street InvestmentsGreenwood Village, CO · 72 clientsPrivate fund adviser
    Altruist 58%Schwab 42%
    $125M
  39. 14519
    Lone Peak AdvisersDraper, UT · 905 clientsWealth managerHybridTransitional Broker LLC
    Schwab 69%Assetmark 28%
    $125M
  40. 14520
    Berkeley Advisors, Inc.Atlanta, GA · 81 clientsWealth managerWrap sponsor
    Schwab 100%
    $125M

RIAs by state