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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. 14601
    Dewitt Capital ManagementCollegeville, PA · 85 clientsWealth manager
    Schwab 100%
    $123M
  2. 14602
    Pacific Specialty Investment Group, LLCNewport Beach, CA · 103 clientsWealth manager
    Schwab 100%
    $123M
  3. 14603
    Caprice Capital Partners, LLC2 clientsPrivate fund adviser
    No custodian reported
    $123M
  4. 14604
    Lang & Becker, Inc.Washington, MO · 138 clientsWealth managerHybrid
    Fidelity 100%
    $123M
  5. 14605
    Davies Financial Advisors, Inc.Murrieta, CA · 171 clientsWealth manager
    Fidelity 65%Schwab 35%
    $123M
  6. 14606
    IBS Capital LLCMedfield, MA · 3 clientsPrivate fund adviser
    No custodian reported
    $123M
  7. 14607
    Samara CapitalBeaverton, OR · 94 clientsWealth manager
    Schwab 100%
    $123M
  8. 14608
    Valliance Asset Management LLCNew York, NY · 2 clientsPrivate fund adviser
    Morgan Stanley 100%
    $123M
  9. 14609
    ArkhouseNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $123M
  10. 14610
    Bretton Capital ManagementSan Francisco, CA · 1 clientsAsset manager
    No custodian reported
    $123M
  11. 14611
    Sunstone Advisors, LLCIrvine, CA · 9 clientsPrivate fund adviserHybrid
    No custodian reported
    $123M
  12. 14612
    Legacy Financial Services Group, Inc.Traverse City, MI · 184 clientsWealth manager
    Altruist 87%
    $123M
  13. 14613
    Enduring Wealth AdvisorsTemecula, CA · 228 clientsWealth managerHybrid
    LPL Financial 100%
    $123M
  14. 14614
    Senior Tax Advisory Group, Inc.Colorado Springs, CO · 802 clientsWealth manager
    Schwab 100%
    $123M
  15. 14615
    Contango Wealth Management LLCOakland, CA · 94 clientsWealth manager
    Schwab 91%
    $123M
  16. 14616
    Rall Capital Management, Inc.Rockledge, FL · 157 clientsWealth manager
    Schwab 100%
    $123M
  17. 14617
    Investment Consultants LLC11 clientsAsset manager
    Principal Trust 87%
    $123M
  18. 14618
    TC Financial Management, Co Inc.Margate City, NJ · 144 clientsWealth manager
    Schwab 100%
    $123M
  19. 14619
    Wassaw Sound Management, LLCSavannah, GA · 9 clientsWealth manager
    Fidelity 100%
    $123M
  20. 14620
    Elevated Private Wealth112 clientsWealth manager
    Schwab 100%
    $123M
  21. 14621
    UAK Diversified Wealth Advisors267 clientsWealth manager
    Schwab 100%
    $123M
  22. 14622
    Every Securities LLCSacramento, CA · 144 clientsAsset managerHybrid
    Atomic Brokerage 50%Pershing 50%
    $123M
  23. 14623
    Kahn Financial GroupClearwater, FL · 123 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $123M
  24. 14624
    Alphabond LLCPalm Beach, FL · 2 clientsAsset manager
    Goldman Sachs 100%
    $123M
  25. 14625
    Trillium InvestmentsEmeryville, CA · 58 clientsWealth managerHybrid
    Schwab 100%
    $123M
  26. 14626
    Silver Creek Capital Management LLCSeattle, WA · 5 clientsPrivate fund adviser
    No custodian reported
    $123M
  27. 14627
    Main Line Group Wealth Management, LLC62 clientsWealth manager
    Schwab 100%
    $123M
  28. 14628
    Maynerich FinancialVirden, IL · 478 clientsWealth managerHybrid
    Schwab 100%
    $123M
  29. 14629
    Beyond WealthOverland Park, KS · 147 clientsWealth manager
    Schwab 100%
    $122M
  30. 14630
    Coast Advisory LLCEast Troy, WI · 546 clientsWealth manager
    Schwab 100%
    $122M
  31. 14631
    V3limited LLCRadnor, PA · 57 clientsWealth manager
    Fidelity 60%Merrill / Bank of America 40%
    $122M
  32. 14632
    Lionsbridge Wealth Management LLCJacksonville Beach, FL · 68 clientsWealth manager
    Schwab 100%
    $122M
  33. 14633
    Integrated Wealth Advisors, LLCBellevue, WA · 86 clientsWealth manager
    Fidelity 100%
    $122M
  34. 14634
    Pathfinder Planning and InvestmentsMissoula, MT · 79 clientsWealth manager
    Altruist 100%
    $122M
  35. 14635
    Pegasus Financial Group LLCChantilly, VA · 204 clientsWealth managerHybrid
    Axos 100%
    $122M
  36. 14636
    Fnex Wealth, LLCIndianapolis, IN · 56 clientsWealth managerAffiliated broker-dealerApplied Capital, LLC
    Schwab 100%
    $122M
  37. 14637
    FSC Wealth Advisors, LLCFishkill, NY · 688 clientsWealth managerHybrid
    Broadridge Business Process Outsourcing 38%Fidelity 37%Schwab 25%
    $122M
  38. 14638
    Arbor Financial Services, LLCDowners Grove, IL · 240 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $122M
  39. 14639
    Pacific Coast Investment Advisors, LLCWest Linn, OR · 108 clientsWealth manager
    Schwab 100%
    $122M
  40. 14640
    Bridgeview Capital Advisors, Inc.El Dorado Hills, CA · 153 clientsWealth manager
    Schwab 100%
    $122M

RIAs by state