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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. 14681
    Resnick Wealth Alliance, LLCPalm Beach Gardens, FL · 62 clientsWealth manager
    Schwab 100%
    $121M
  2. 14682
    West Financial Strategies, Inc.Sanford, NC · 140 clientsWealth manager
    Schwab 100%
    $121M
  3. 14683
    Jbglobal.com LLCNew York, NY · 50 clientsWealth manager
    Schwab 100%
    $121M
  4. 14684
    ALO Financial PlanningMount Prospect, IL · 67 clientsWealth manager
    Fidelity 100%
    $121M
  5. 14685
    Craft Wealth ServicesTampa, FL · 224 clientsWealth manager
    Schwab 100%
    $121M
  6. 14686
    Doucet Asset Management, LLCNew Orleans, LA · 48 clientsAsset managerHybrid
    RBC 100%
    $121M
  7. 14687
    Epic Wealth Management, LLCOklahoma City, OK · 153 clientsWealth managerWrap sponsor
    Raymond James 100%
    $121M
  8. 14688
    The Wealth BoutiqueChester, NJ · 317 clientsWealth managerWrap sponsor
    Assetmark 72%LPL Financial 28%
    $121M
  9. 14689
    Van Winkle Wealth Management Group LLCNewark, OH · 392 clientsWealth managerHybrid
    Schwab 98%
    $121M
  10. 14690
    Montchanin Asset Management, LLCMontchanin, DE · 60 clientsWealth manager
    Schwab 86%
    $121M
  11. 14691
    Emerald Asset Management, Inc.Rocky Mount, NC · 170 clientsWealth manager
    Raymond James 100%
    $121M
  12. 14692
    Williams and Schiller Wealth Management, LLCSandpoint, ID · 104 clientsWealth manager
    Schwab 100%
    $121M
  13. 14693
    Wright Cove CapitalPortland, ME · 41 clientsWealth manager
    Schwab 100%
    $121M
  14. 14694
    Future Bright401 clientsWealth manager
    Schwab 66%
    $121M
  15. 14695
    Colleen Weber CPA, LLCChanhassen, MN · 50 clientsWealth manager
    Schwab 100%
    $121M
  16. 14696
    Apogee Investment Management123 clientsWealth manager
    No custodian reported
    $121M
  17. 14697
    Leder Fiduciary Capital LLCBellaire, TX · 31 clientsWealth manager
    Schwab 100%
    $121M
  18. 14698
    10elms LLPTulsa, OK · 37 clientsWealth managerWrap sponsor
    Schwab 100%
    $121M
  19. 14699
    Quantum Leap Capital, LLCSouth Burlington, VT · 333 clientsWealth managerWrap sponsor
    Schwab 100%
    $121M
  20. 14700
    Lotus Asset Management Limited Liability Company117 clientsWealth managerWrap sponsor
    Altruist 100%
    $121M
  21. 14701
    Ironhorse Capital LLCNashville, TN · 1 clientsAsset managerHybrid
    No custodian reported
    $121M
  22. 14702
    Tweet Management Services, Inc.La Mesa, CA · 168 clientsWealth manager
    Schwab 100%
    $121M
  23. 14703
    Back Bay Financial Planning & InvestmentsBethany Beach, DE · 94 clientsWealth manager
    Schwab 100%
    $120M
  24. 14704
    Trott Brook FinancialAnoka, MN · 155 clientsWealth managerHybrid
    Fidelity 100%
    $120M
  25. 14705
    Advanced Planning Advisors Group Inc.Naperville, IL · 227 clientsWealth manager
    Schwab 100%
    $120M
  26. 14706
    Fullerton Advisors, LLCDanville, CA · 71 clientsWealth manager
    Fidelity 100%
    $120M
  27. 14707
    Trinity Neches72 clientsWealth manager
    Schwab 87%
    $120M
  28. 14708
    Dachtler Wealth Advisors, LLCFolsom, CA · 198 clientsWealth managerHybrid
    SEI 100%
    $120M
  29. 14709
    Goldberg Financial Advisors, LLCEl Segundo, CA · 60 clientsWealth manager
    Schwab 100%
    $120M
  30. 14710
    Childress & Co LLC19 clientsAsset manager
    Merrill / Bank of America 60%J.P. Morgan 27%
    $120M
  31. 14711
    Stonefield Investment Advisory, Inc.Cedar Rapids, IA · 184 clientsWealth manager
    Schwab 100%
    $120M
  32. 14712
    Western Reserve Capital Management, LLCHudson, OH · 101 clientsWealth manager
    Schwab 100%
    $120M
  33. 14713
    Weber Capital Management LLC3 clientsPrivate fund adviser
    Pershing 62%BNY 38%
    $120M
  34. 14714
    Davivienda AdvisorsMiami, FL · 361 clientsAsset managerAffiliated broker-dealerCorredores Davivienda Panama S.A., Davivienda Corredores S.A. Comisionista De Bolsa
    Clearstream Banking S.A. 64%Interactive Brokers 36%
    $120M
  35. 14715
    American Wealth Advisors, LLCJohns Creek, GA · 109 clientsWealth manager
    Fidelity 100%
    $120M
  36. 14716
    Mile Wealth ManagementIrvine, CA · 63 clientsWealth manager
    Schwab 100%
    $120M
  37. 14717
    Abens Financial Services IncEdina, MN · 98 clientsWealth manager
    Schwab 100%
    $120M
  38. 14718
    Hinsdale AssociatesHinsdale, IL · 155 clientsWealth manager
    No custodian reported
    $120M
  39. 14719
    Sasser Investment Management, Inc.Berkeley, CA · 119 clientsWealth manager
    Schwab 100%
    $120M
  40. 14720
    Summit Wealth Management LLCAkron, OH · 198 clientsWealth manager
    Schwab 100%
    $120M

RIAs by state