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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. 14881
    Colburn Wealth Management, LLCGrove City, OH · 136 clientsWealth manager
    Schwab 100%
    $116M
  2. 14882
    Solyco Wealth LLCBirmingham, MI · 158 clientsWealth managerHybrid
    Schwab 100%
    $116M
  3. 14883
    Salvini Financial Planning57 clientsWealth manager
    Schwab 100%
    $116M
  4. 14884
    Santa FE Advisors LLCSanta Fe, NM · 59 clientsWealth manager
    Fidelity 100%
    $116M
  5. 14885
    Orchard City Wealth Management, LLCLos Gatos, CA · 55 clientsWealth manager
    Schwab 100%
    $116M
  6. 14886
    Motilal Oswal Capital LimitedPrabhadevi, Mumbai, India · 1 clientsPrivate fund adviserAffiliated broker-dealerMomentum Capedge Limited (formerly Motilal Oswal Broking and Distribution Limited), Motilal Oswal Capital Markets (hong Kong) Private Limited
    No custodian reported
    $116M
  7. 14887
    Serone Capital Management LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $116M
  8. 14888
    Ryzome Investment AdvisorsOkemos, MI · 673 clientsWealth manager
    Schwab 100%
    $116M
  9. 14889
    Sacajawea & Company, LLC20 clientsAsset manager
    Schwab 100%
    $116M
  10. 14890
    MPM Advisors Group LLCLiverpool, NY · 177 clientsWealth manager
    Assetmark Brokerage 100%
    $116M
  11. 14891
    NPM Consulting, LLC16 clientsWealth manager
    Schwab 70%Vanguard 30%
    $116M
  12. 14892
    Pathway Wealth Management, LLCDallas, TX · 25 clientsWealth manager
    Schwab 100%
    $116M
  13. 14893
    Private Counsel Group, LTD.Indianapolis, IN · 63 clientsWealth manager
    Schwab 100%
    $116M
  14. 14894
    Knecht Capital Management, LLC103 clientsWealth managerHybrid
    LPL Financial 65%Schwab 35%
    $116M
  15. 14895
    Global Environment FundBethesda, MD · 7 clientsPrivate fund adviser
    No custodian reported
    $116M
  16. 14896
    Modern Financial PlanningGeorgetown, TX · 72 clientsWealth manager
    Schwab 100%
    $116M
  17. 14897
    Finhabits Advisors, LLCNew York, NY · 29,460 clientsWealth managerWrap sponsor
    Apex Fintech 100%
    $116M
  18. 14898
    Capital Wealth, LLCLehi, UT · 290 clientsWealth managerWrap sponsor
    Schwab 65%Fidelity 35%
    $116M
  19. 14899
    Bay Pointe FinancialNew Baltimore, MI · 122 clientsWealth manager
    Schwab 100%
    $116M
  20. 14900
    Paragon Asset Management Inc.Orinda, CA · 60 clientsWealth manager
    Schwab 100%
    $116M
  21. 14901
    Portfolio Advisory Group, Inc.Alexandria, VA · 71 clientsWealth manager
    Fidelity 67%Schwab 33%
    $116M
  22. 14902
    Manrke WealthToronto, Ontario, Canada · 69 clientsWealth manager
    Nbin - A Division of National Bank Financial 100%
    $116M
  23. 14903
    First Georgetown Securities, IncAlexandria, VA · 123 clientsBroker-dealer firmHybridFirst Georgetown Securities, Inc.
    Fidelity 100%
    $116M
  24. 14904
    McCormack Financial Planning Inc.Atlanta, GA · 132 clientsWealth managerWrap sponsorHybrid
    Pershing 100%
    $116M
  25. 14905
    Cambria Wealth ManagementSarasota, FL · 105 clientsWealth manager
    Schwab 100%
    $116M
  26. 14906
    Alpine Wealth Advisors, LLCDenver, CO · 58 clientsWealth manager
    Schwab 100%
    $116M
  27. 14907
    Third Gear Capital Management LPHouston, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $116M
  28. 14908
    Investlinc Wealth ServicesBrea, CA · 153 clientsWealth manager
    Schwab 85%
    $116M
  29. 14909
    Risk Paradigm Group, LLCBurlington, MA · 3 clientsAsset manager
    Fidelity 79%
    $116M
  30. 14910
    Professional Financial Management, Inc.Appleton, WI · 164 clientsWealth manager
    Schwab 100%
    $116M
  31. 14911
    New Vernon Investment Management LLCHighland Park, IL · 13 clientsPrivate fund adviserHybridSF Investments, Inc.
    Pershing 100%
    $116M
  32. 14912
    Palante Wealth Advisors, LLCPennington, NJ · 102 clientsWealth manager
    Schwab 100%
    $116M
  33. 14913
    KB Financial Advisors LLCSan Francisco, CA · 136 clientsWealth manager
    Schwab 100%
    $115M
  34. 14914
    Beyond Your Hammock LLCBoston, MA · 161 clientsWealth manager
    Schwab 100%
    $115M
  35. 14915
    Zenith Advisory Group, LLCThe Villages, FL · 186 clientsWealth manager
    Schwab 100%
    $115M
  36. 14916
    1818 Private Client Group, LLCAventura, FL · 22 clientsWealth manager
    J.P. Morgan 58%Deutsche Bank Securities 30%
    $115M
  37. 14917
    Wealth Compass Financial, Inc.Carlsbad, CA · 251 clientsWealth manager
    Fidelity 84%
    $115M
  38. 14918
    Ridgeline Productions LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $115M
  39. 14919
    Kutz and Company Inc.Great Neck, NY · 66 clientsWealth manager
    Schwab 100%
    $115M
  40. 14920
    Pariax Private Wealth ManagementNewport Beach, CA · 32 clientsWealth managerWrap sponsor
    Fidelity 100%
    $115M

RIAs by state