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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. 14721
    Marathon Partners Equity Management, LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $120M
  2. 14722
    Newport Asia LLCSan Francisco, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $120M
  3. 14723
    GFN Capital ManagementRichardson, TX · 377 clientsWealth managerWrap sponsorHybrid
    Trust Based Custodian 100%
    $120M
  4. 14724
    Glasgow Partners, LLC6 clientsAsset manager
    No custodian reported
    $120M
  5. 14725
    Seneca Capital Management, LLCDenver, CO · 2 clientsPrivate fund adviser
    No custodian reported
    $120M
  6. 14726
    Pinetree Advisors Corp.Miami, FL · 33 clientsWealth manager
    Merrill / Bank of America 27%LPL Financial 26%
    $120M
  7. 14727
    K2 Wealth Management LLCChicago, IL · 70 clientsWealth manager
    Fidelity Distributors Company 68%Schwab 32%
    $120M
  8. 14728
    Goldman Wealth ManagementSan Diego, CA · 101 clientsWealth manager
    Schwab 80%
    $120M
  9. 14729
    Optimal Capital Advisors, LLCTraverse City, MI · 131 clientsPrivate fund adviser
    Inspira Financial 82%
    $120M
  10. 14730
    MTR Financial Services, LLCKingwood, TX · 86 clientsWealth manager
    Schwab 100%
    $120M
  11. 14731
    Brickell Key Asset Management LimitedSt. Peter Port, Guernsey · 1 clientsPrivate fund adviser
    No custodian reported
    $120M
  12. 14732
    Brickell Key Asset Management LLCCharleston, SC · 1 clientsPrivate fund adviser
    No custodian reported
    $120M
  13. 14733
    Altman Investment Management LLCPrinceton, NJ · 39 clientsWealth manager
    Schwab 53%UBS 37%
    $120M
  14. 14734
    DCA Family Office, LLCRoseville, CAAsset manager
    No custodian reported
    $120M
  15. 14735
    Lone Star Investment Advisors, LLCDallas, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $120M
  16. 14736
    Fair Asset Management, LLC47 clientsWealth manager
    Altruist 100%
    $120M
  17. 14737
    Schauer Investment Management, Inc.Northridge, CA · 24 clientsWealth manager
    Schwab 100%
    $120M
  18. 14738
    Solid Point Wealth Advisors, LLC239 clientsWealth manager
    Schwab 100%
    $120M
  19. 14739
    1650 Wealth Management, LLCLighthouse Point, FL · 125 clientsWealth manager
    Schwab 100%
    $120M
  20. 14740
    Copperwood FinancialBurr Ridge, IL · 262 clientsWealth manager
    Schwab 100%
    $120M
  21. 14741
    Money Management Concepts Inc.Melbourne, FL · 90 clientsWealth manager
    Schwab 100%
    $120M
  22. 14742
    Black Capital Management, LLC48 clientsWealth manager
    Schwab 100%
    $120M
  23. 14743
    Hicks & Associates Wealth Management, LLCCary, NC · 162 clientsWealth manager
    Schwab 100%
    $120M
  24. 14744
    Sentara CapitalMarietta, GA · 169 clientsWealth manager
    Schwab 100%
    $120M
  25. 14745
    COX & Cook Wealth AdvisorsDublin, OH · 223 clientsWealth managerHybrid
    Schwab 100%
    $120M
  26. 14746
    Triad Investment Management, LLCNewport Beach, CA · 45 clientsWealth manager
    Fidelity 100%
    $120M
  27. 14747
    Chestnut Street Investment Counsel, LLCLancaster, PA · 85 clientsWealth manager
    Schwab 100%
    $120M
  28. 14748
    Engage Wealth Group, LLCNorthfield, IL · 94 clientsWealth manager
    Schwab 100%
    $120M
  29. 14749
    Abacus Capital AdvisorsPlantation, FL · 48 clientsWealth manager
    Interactive Brokers 85%
    $120M
  30. 14750
    Yunistone Investment Group, LLCChicago, IL · 14 clientsWealth manager
    Schwab 100%
    $120M
  31. 14751
    Stoic Point Capital Management LLCPalo Alto, CA · 10 clientsPrivate fund adviser
    Citi 96%
    $119M
  32. 14752
    BoulevardBloomington, MN · 268 clientsWealth manager
    Schwab 100%
    $119M
  33. 14753
    Integrated Planning & Wealth Management, LLC169 clientsWealth manager
    Schwab 100%
    $119M
  34. 14754
    Virtus Financial GroupOlivette, MO · 230 clientsWealth manager
    Schwab 100%
    $119M
  35. 14755
    Valeo Ventures1 clientsAsset manager
    No custodian reported
    $119M
  36. 14756
    Enspire Wealth Management, LLCSanta Rosa, CA · 52 clientsWealth manager
    Schwab 100%
    $119M
  37. 14757
    CMC Financial Group, LLCAtlanta, GA · 230 clientsWealth managerWrap sponsor
    TradePMR / Robinhood 100%
    $119M
  38. 14758
    Walnut Level Capital LLCDenver, CO · 4 clientsPrivate fund adviser
    No custodian reported
    $119M
  39. 14759
    Rheeco, Inc.Natick, MA · 318 clientsWealth manager
    Schwab 72%Fidelity 28%
    $119M
  40. 14760
    Greenport Capital AdvisorsMarlborough, MA · 68 clientsWealth manager
    No custodian reported
    $119M

RIAs by state