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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. 14841
    BAS Capital20 clientsWealth manager
    Schwab 100%
    $117M
  2. 14842
    Crosspoint Capital ManagementOrinda, CA · 254 clientsAsset manager
    Schwab 57%Fidelity 43%
    $117M
  3. 14843
    Abraham & Co., Inc.355 clientsWealth managerWrap sponsorHybridAbraham Securities Corporation, clears through Wedbush
    Schwab 0%
    $117M
  4. 14844
    Wurz Financial Services, LLCHolland, OH · 491 clientsWealth manager
    Schwab 89%
    $117M
  5. 14845
    Humilis Investment Strategies, LLC1 clientsAsset manager
    No custodian reported
    $117M
  6. 14846
    Greenline Wealth ManagementBoca Raton, FL · 247 clientsWealth manager
    Altruist 98%
    $117M
  7. 14847
    Burt Asset Management, Inc.75 clientsWealth manager
    Schwab 100%
    $117M
  8. 14848
    Trident Advisors IncDoylestown, PA · 225 clientsWealth managerHybrid
    Wells Fargo 100%
    $117M
  9. 14849
    Omni Financial LLCMadison, WI · 526 clientsWealth managerHybrid
    LPL Financial 100%
    $117M
  10. 14850
    Heirloom Investment Management LLC3 clientsPrivate fund adviser
    No custodian reported
    $117M
  11. 14851
    Oxford Real Estate Advisors IncPittsburgh, PA · 2 clientsPrivate fund adviser
    No custodian reported
    $117M
  12. 14852
    Abel Financial Management Co.84 clientsWealth manager
    Fidelity 100%
    $117M
  13. 14853
    Whitwell Advisors337 clientsWealth manager
    Schwab 100%
    $117M
  14. 14854
    Allpoint Financial GroupPetaluma, CA · 431 clientsWealth managerHybrid
    LPL Financial 100%
    $117M
  15. 14855
    Investment Managers Group, LLCTemecula, CA · 244 clientsWealth managerHybrid
    Schwab 100%
    $117M
  16. 14856
    NIM Wealth SolutionsSan Jose, CA · 139 clientsWealth managerWrap sponsor
    Schwab 94%
    $117M
  17. 14857
    Mgfs Private Wealth, LLC207 clientsWealth managerHybrid
    Assetmark Brokerage 100%
    $117M
  18. 14858
    Align Wealth Management, LLCSan Jose, CA · 69 clientsWealth manager
    Fidelity 70%
    $117M
  19. 14859
    Delphi Management Inc26 clientsWealth manager
    FNZ Trust 66%
    $117M
  20. 14860
    Alsworth Capital Management, LLCCorning, NY · 177 clientsWealth manager
    Schwab 100%
    $117M
  21. 14861
    Tidwell Wealth Management LLCRocklin, CA · 83 clientsWealth manager
    Schwab 68%Fidelity 32%
    $117M
  22. 14862
    Murray Securities, Inc.Tyler, TX · 50 clientsBroker-dealer firmHybridMurray Securities, Inc
    Hilltop Securities 100%
    $117M
  23. 14863
    Hayes Asset Management, LLCRochester, NY · 112 clientsWealth manager
    No custodian reported
    $117M
  24. 14864
    Kompass Kapital Advisors, LLCOverland Park, KSAsset manager
    No custodian reported
    $117M
  25. 14865
    Dynamic Trading Management, LLC.White Plains, NY · 82 clientsWealth managerHybrid
    Interactive Brokers 64%Fidelity 36%
    $117M
  26. 14866
    Maine Advisory AssociatesFalmouth, ME · 176 clientsWealth manager
    Schwab 100%
    $117M
  27. 14867
    Integra WealthChattanooga, TN · 196 clientsWealth manager
    Schwab 100%
    $116M
  28. 14868
    Eagle Capital Advisors, LLCMiddlebury, CT · 71 clientsWealth manager
    Schwab 100%
    $116M
  29. 14869
    Luna Capital Management, LLCBurlingame, CA · 218 clientsWealth manager
    Schwab 100%
    $116M
  30. 14870
    Heckman Financial & Insurance Services, Inc.San Jose, CA · 305 clientsWealth manager
    Fidelity 93%
    $116M
  31. 14871
    Sturman Wealth AdvisorsCharlottesville, VA · 91 clientsWealth manager
    Altruist 100%
    $116M
  32. 14872
    Asset Strategy Retirement Plan Consultants, LLCCamp Hill, PA · 242 clientsWealth manager
    Fidelity 100%
    $116M
  33. 14873
    Aton Advisors, LLC72 clientsWealth manager
    Schwab 88%
    $116M
  34. 14874
    Paradigm Wealth ManagementLincoln, NE · 351 clientsWealth manager
    Schwab 100%
    $116M
  35. 14875
    Ebert Capital Management Inc.Eureka, CA · 187 clientsWealth manager
    Schwab 100%
    $116M
  36. 14876
    Greenskeeper Asset Management Inc.Oakville, Ontario, Canada · 94 clientsAsset manager
    Custody and Brokerage 90%
    $116M
  37. 14877
    First Light Wealth Advisors, LLCLittle Falls, NJ · 98 clientsWealth manager
    Schwab 100%
    $116M
  38. 14878
    Intellicapital Advisors LLCPonte Vedra, FL · 81 clientsWealth manager
    Schwab 83%
    $116M
  39. 14879
    Jaffe Asset Management LLCBeverly Hills, CA · 58 clientsWealth manager
    Schwab 100%
    $116M
  40. 14880
    Columbia Benefits, LLCDenver, CO · 138 clientsWealth manager
    No custodian reported
    $116M

RIAs by state