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Est. 2026The front page of wealth managementNew York

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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. 14801
    TRG Capital Management, Inc.Raleigh, NC · 131 clientsWealth manager
    Schwab 100%
    $118M
  2. 14802
    LCV Management, LP1 clientsPrivate fund adviser
    No custodian reported
    $118M
  3. 14803
    Pinnacle Wealth Management, Inc.Brighton, MI · 271 clientsWealth managerWrap sponsor
    Schwab 55%Goldman Sachs 45%
    $118M
  4. 14804
    Vanderpol Investments L.L.C.Caledonia, MI · 131 clientsWealth manager
    Schwab 100%
    $118M
  5. 14805
    CS Advisors Inc.Boca Raton, FL · 101 clientsWealth manager
    Fidelity 83%
    $118M
  6. 14806
    Staib Financial Planning, LLC53 clientsWealth manager
    Schwab 100%
    $118M
  7. 14807
    Blue Sky Investment Partners, Inc.Evanston, IL · 62 clientsWealth manager
    Schwab 100%
    $118M
  8. 14808
    Cornerstone FinancialAtlanta, GA · 200 clientsWealth managerWrap sponsor
    Fidelity 100%
    $118M
  9. 14809
    Investment & Tax Strategies, Inc.350 clientsWealth manager
    No custodian reported
    $118M
  10. 14810
    AFS Wealth Management, LLCFarmington Hills, MI · 169 clientsWealth manager
    Schwab 100%
    $118M
  11. 14811
    One Life Financial Group, Inc.200 clientsWealth manager
    Schwab 100%
    $118M
  12. 14812
    Ark Wealth Advisors, LLCYorba Linda, CA · 221 clientsWealth manager
    Schwab 100%
    $118M
  13. 14813
    South Shore Investment Services LLCNorwell, MA · 570 clientsWealth manager
    Schwab 100%
    $118M
  14. 14814
    Texas Financial AdvisorySan Antonio, TX · 621 clientsWealth manager
    No custodian reported
    $118M
  15. 14815
    AEM Asset Management, LLCSomerset, NJ · 45 clientsWealth manager
    Interactive Brokers 100%
    $118M
  16. 14816
    Meridian Wealth Management71 clientsWealth manager
    Fidelity 100%
    $118M
  17. 14817
    AK Global Asset Management, LLCOakland, CA · 28 clientsWealth manager
    Schwab 100%
    $118M
  18. 14818
    Hunt Investment Management, LLCNew York, NY · 3 clientsPrivate fund adviserHybridBrean Capital, LLC, S2k Financial LLC
    No custodian reported
    $118M
  19. 14819
    Fournorth Capital LLCWest Conshohocken, PA · 1 clientsPrivate fund adviser
    No custodian reported
    $118M
  20. 14820
    Wealth Engineers, LLCDenver, CO · 54 clientsWealth manager
    Schwab 100%
    $118M
  21. 14821
    Kinnamon & Associates LTD IIBarrington, IL · 131 clientsWealth managerHybrid
    Pershing 100%
    $118M
  22. 14822
    Curat Global LLC14 clientsWealth manager
    Ledyard National Bank 100%
    $118M
  23. 14823
    Willamette Financial Advisors, LLCPortland, OR · 201 clientsWealth manager
    Schwab 100%
    $117M
  24. 14824
    Ciro Capital LLCJersey City, NJ · 88 clientsWealth managerHybrid
    Schwab 100%
    $117M
  25. 14825
    Albert Bridge Capital2 clientsPrivate fund adviser
    No custodian reported
    $117M
  26. 14826
    Fairway Asset Management, LLCOmaha, NE · 83 clientsWealth manager
    No custodian reported
    $117M
  27. 14827
    Trail Financial Planning LLCBellingham, WA · 157 clientsWealth manager
    Altruist 100%
    $117M
  28. 14828
    L.J. Brey, Inc.61 clientsWealth manager
    Schwab 100%
    $117M
  29. 14829
    Integra Wealth Advisors, LLCHouston, TX · 58 clientsWealth manager
    Fidelity Distributors Company 100%
    $117M
  30. 14830
    Covalent Partners LLCConcord, MA · 2 clientsPrivate fund adviser
    No custodian reported
    $117M
  31. 14831
    Buckram Securities LTDLocust Valley, NY · 173 clientsBroker-dealer firmHybrid
    No custodian reported
    $117M
  32. 14832
    McKinley FinancialBrookville, PA · 249 clientsWealth manager
    Schwab 100%
    $117M
  33. 14833
    Castle Island WealthPalm Beach Gardens, FL · 146 clientsWealth manager
    Schwab 100%
    $117M
  34. 14834
    Caerus Investment Advisors, LLC54 clientsPrivate fund adviser
    TradePMR / Robinhood 100%
    $117M
  35. 14835
    Dunham Lane Capital Partners LLCGreenwich, CT · 147 clientsWealth manager
    Interactive Brokers 100%
    $117M
  36. 14836
    PMB AdvisorsLarkspur, CA · 120 clientsWealth manager
    LPL Financial 100%
    $117M
  37. 14837
    Legacy Road Family Offices4 clientsWealth manager
    No custodian reported
    $117M
  38. 14838
    Moffatt Financial StrategiesFort Worth, TX · 181 clientsWealth manager
    Schwab 55%LPL Financial 45%
    $117M
  39. 14839
    Greystone Financial & Estate Services, Inc.Kirkland, WA · 208 clientsWealth manager
    Schwab 100%
    $117M
  40. 14840
    Sulzberger Capital Advisors, Inc.Miami, FL · 93 clientsWealth manager
    Pershing 100%
    $117M

RIAs by state