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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. 14641
    Apex Wealth Advisors LLC223 clientsWealth managerHybrid
    Fidelity 99%
    $122M
  2. 14642
    Condon Wealth Management, Inc.Plymouth, MA · 228 clientsWealth managerHybrid
    Schwab 100%
    $122M
  3. 14643
    United Value Capital, LLC8 clientsWealth manager
    Interactive Brokers 57%U.S. Bank 43%
    $122M
  4. 14644
    Evans Wealth ManagementGallipolis, OH · 665 clientsWealth manager
    No custodian reported
    $122M
  5. 14645
    Laureate Wealth Management, LLCGlen Ellyn, IL · 39 clientsWealth manager
    Schwab 81%
    $122M
  6. 14646
    CJC Wealth Management81 clientsWealth manager
    Schwab 100%
    $122M
  7. 14647
    KW Wealth Management LLC80 clientsWealth managerHybrid
    Interactive Brokers 100%
    $122M
  8. 14648
    First Look Capital Management, LLC98 clientsWealth manager
    Schwab 100%
    $122M
  9. 14649
    Portfolio Resources Advisor Group, Inc.Coral Gables, FL · 349 clientsWealth managerWrap sponsorHybridPortfolio Resources Group, Inc., clears through Pershing
    Pershing 83%
    $122M
  10. 14650
    Tolley Financial Group, LLCRaleigh, NC · 192 clientsWealth manager
    Schwab 94%
    $122M
  11. 14651
    Cambrian Asset Management, Inc.Mill Valley, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $122M
  12. 14652
    AscentrisDenver, CO · 3 clientsPrivate fund adviser
    No custodian reported
    $122M
  13. 14653
    Lifelong Wealth Management Group, LLCLake Oswego, OR · 187 clientsWealth manager
    Schwab 97%
    $122M
  14. 14654
    Traver Financial Consulting Network PALakewood Ranch, FL · 54 clientsWealth manager
    Schwab 100%
    $122M
  15. 14655
    Commencement Financial Planning LLC46 clientsWealth manager
    Schwab 100%
    $122M
  16. 14656
    Cypress Capital Management, LLCSheridan, WY · 196 clientsWealth manager
    Schwab 99%
    $122M
  17. 14657
    Encore Wealth AdvisorsMorris, MN · 464 clientsWealth manager
    Schwab 86%
    $122M
  18. 14658
    New Wave Financial Services69 clientsWealth manager
    Altruist 74%
    $122M
  19. 14659
    ArbalphaMiami, FLWealth manager
    No custodian reported
    $122M
  20. 14660
    Boston Portfolio AdvisersBoston, MA · 145 clientsWealth manager
    Schwab 100%
    $122M
  21. 14661
    Blue Haven Capital, LLCGeneva, IL · 206 clientsWealth manager
    Schwab 100%
    $122M
  22. 14662
    Twin Rivers Wealth ManagementSacramento, CA · 274 clientsWealth manager
    Schwab 100%
    $122M
  23. 14663
    Gira & Gira Investment Advisors LLCHarrisonburg, VA · 185 clientsWealth manager
    Schwab 100%
    $121M
  24. 14664
    Regal Advisory Services, Inc.Glenview, IL · 274 clientsWealth managerHybridRegal Securities, Inc., clears through RBC Capital Markets, Hilltop Securities
    RBC 84%
    $121M
  25. 14665
    Pathfinder Advisory, Inc.Rockford, IL · 142 clientsWealth manager
    Schwab 100%
    $121M
  26. 14666
    Wealth Script AdvisorsSan Francisco, CA · 51 clientsWealth manager
    Schwab 100%
    $121M
  27. 14667
    Matrix Planning IncSanta Monica, CA · 17 clientsWealth manager
    Schwab 100%
    $121M
  28. 14668
    Connective Portfolio Management, LLCNew York, NY · 14 clientsAsset manager
    Wealth 62%Pershing 38%
    $121M
  29. 14669
    Alder Point Capital Management LLCLafayette, CO · 3 clientsPrivate fund adviser
    No custodian reported
    $121M
  30. 14670
    WP Asset ManagementBedminster, NJ · 224 clientsWealth manager
    No custodian reported
    $121M
  31. 14671
    Strickland Davis Advisors LLCMarietta, GA · 93 clientsWealth manager
    Schwab 100%
    $121M
  32. 14672
    Encompass Advisory Services, LLCKaty, TX · 433 clientsWealth manager
    Schwab 100%
    $121M
  33. 14673
    Foresight Wealth AdvisorsSkokie, IL · 7 clientsWealth manager
    Schwab 100%
    $121M
  34. 14674
    Life Strategies, Inc.Cardiff, CA · 115 clientsWealth manager
    Schwab 100%
    $121M
  35. 14675
    Arrow Wealth AdvisorsLynchburg, VA · 198 clientsWealth manager
    Schwab 100%
    $121M
  36. 14676
    Genesis Advisors, LLCFishers, IN · 132 clientsWealth manager
    Schwab 100%
    $121M
  37. 14677
    Allen Financial ManagementOxford, MI · 288 clientsWealth managerHybrid
    Fidelity Distributors Company 100%
    $121M
  38. 14678
    ROC Partners (US) LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $121M
  39. 14679
    Gudorf Financial Group, LLCDayton, OH · 103 clientsWealth managerWrap sponsor
    Schwab 100%
    $121M
  40. 14680
    Greensview Wealth ManagementFranklin, TN · 178 clientsWealth managerHybrid
    No custodian reported
    $121M

RIAs by state