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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. 14561
    Coral Wealth Management, LLCMiami, FL · 252 clientsWealth manager
    Schwab 100%
    $124M
  2. 14562
    Rilex Capital LLCManasquan, NJ · 170 clientsWealth manager
    Schwab 100%
    $124M
  3. 14563
    APO Financial Services, LLCWestminster, CO · 542 clientsWealth manager
    Axos 88%
    $124M
  4. 14564
    Watkinson Capital Advisors LLCBerwyn, PA · 92 clientsWealth manager
    Schwab 100%
    $124M
  5. 14565
    White Oak Wealth ManagementColumbia, MD · 65 clientsWealth manager
    Raymond James 100%
    $124M
  6. 14566
    Royal Palms Capital, LLC87 clientsWealth manager
    Schwab 100%
    $124M
  7. 14567
    Merryfield Barnes, LLCIthaca, NY · 200 clientsWealth manager
    Pershing 100%
    $124M
  8. 14568
    Cardea Capital Advisors, LLCVero Beach, FL · 257 clientsWealth manager
    Schwab 100%
    $124M
  9. 14569
    Emergent Capital Advisors, LLCHouston, TX · 1 clientsPrivate fund adviserHybrid
    No custodian reported
    $124M
  10. 14570
    T.R.U.E. Coastal Capital, LLCSavannah, GA · 156 clientsWealth managerHybrid
    Fidelity 76%Schwab 24%
    $124M
  11. 14571
    JMH Wealth Management, LLCHanover, NH · 80 clientsWealth manager
    Fidelity 100%
    $124M
  12. 14572
    Eagle Point Enhanced Income Management LLCGreenwich, CT · 1 clientsAsset managerHybridEagle Point Securities LLC, SPC Capital Markets LLC
    No custodian reported
    $124M
  13. 14573
    Peterson Financial Services LLCDenver, CO · 162 clientsWealth manager
    No custodian reported
    $124M
  14. 14574
    Brooklawn Capital AdvisorsNew York, NY · 10 clientsWealth manager
    Schwab 100%
    $124M
  15. 14575
    Surience Private Wealth LLCYakima, WA · 148 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $124M
  16. 14576
    Abridge Partners, LLC116 clientsWealth manager
    Schwab 100%
    $124M
  17. 14577
    Meridian Asset Management, LLC62 clientsAsset manager
    Schwab 100%
    $124M
  18. 14578
    Holon Wealth Management60 clientsWealth manager
    Schwab 100%
    $124M
  19. 14579
    Infinity 8 Investments, LLCCupertino, CA · 65 clientsWealth managerWrap sponsor
    Fidelity 100%
    $124M
  20. 14580
    Titan Investment Management LLCIndianapolis, IN · 269 clientsWealth manager
    Schwab 100%
    $124M
  21. 14581
    Iowa Wealth Management, LLCWest Des Moines, IA · 142 clientsWealth manager
    Schwab 100%
    $124M
  22. 14582
    Midwest Financial Associates, Inc.Rockford, IL · 301 clientsWealth manager
    Schwab 100%
    $124M
  23. 14583
    IM Wealth PartnersBlue Bell, PA · 17 clientsWealth managerHybrid
    Fidelity 100%
    $124M
  24. 14584
    Agilis Investment Management LLCWilton, CT · 212 clientsWealth manager
    Schwab 100%
    $124M
  25. 14585
    TQM Wealth PartnersMarblehead, MA · 65 clientsWealth manager
    Schwab 100%
    $124M
  26. 14586
    Greenleaf Financial Network, LLC189 clientsWealth managerHybrid
    Schwab 100%
    $124M
  27. 14587
    Cosey Financial Services, Inc.Knoxville, TN · 404 clientsWealth manager
    Schwab 100%
    $124M
  28. 14588
    Kucharo WealthCharlotte, NC · 49 clientsWealth manager
    Schwab 100%
    $124M
  29. 14589
    Peace of Mind Financial Planning, IncColorado Springs, CO · 121 clientsWealth manager
    Schwab 100%
    $124M
  30. 14590
    Schuylkill Financial, LLCWyomissing, PA · 127 clientsWealth manager
    Fidelity 100%
    $124M
  31. 14591
    Candide GroupOakland, CA · 11 clientsWealth manager
    BNY 100%
    $124M
  32. 14592
    Fitzwilliams Wealth Management Inc.Chesapeake, VA · 634 clientsWealth manager
    Schwab 100%
    $124M
  33. 14593
    Daly Investment Management, LLCMount Prospect, IL · 125 clientsWealth manager
    Schwab 100%
    $124M
  34. 14594
    Tactica LLC10 clientsPrivate fund adviser
    Odyssey Trust 100%
    $124M
  35. 14595
    Ideal Retirement SolutionsPort Charlotte, FL · 311 clientsWealth manager
    Schwab 100%
    $124M
  36. 14596
    Zuckerman Capital Management, LLCLos Angeles, CA · 136 clientsWealth manager
    Fidelity 66%Schwab 34%
    $123M
  37. 14597
    Q2 Wealth ManagementLexington, KY · 152 clientsWealth manager
    Schwab 92%
    $123M
  38. 14598
    Gallagher Wealth ManagementDanville, CA · 117 clientsWealth manager
    Schwab 100%
    $123M
  39. 14599
    Investment Management Trust, LLCFitchburg, MA · 147 clientsWealth manager
    Schwab 100%
    $123M
  40. 14600
    O'donnell Wealth ManagementCody, WY · 211 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $123M

RIAs by state