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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. 14921
    Leach, Bickmore & Weiss Wealth Management, LLCMadison, WI · 292 clientsWealth manager
    Schwab 100%
    $115M
  2. 14922
    Passport Wealth ManagementCornelius, NC · 77 clientsWealth manager
    Schwab 100%
    $115M
  3. 14923
    RJJ Pasadena Securities, Inc.Henderson, NV · 170 clientsWealth managerWrap sponsor
    Schwab 100%
    $115M
  4. 14924
    Revolution Partners, LLC80 clientsWealth managerWrap sponsor
    Schwab 100%
    $115M
  5. 14925
    Uyana Partners LLCMiami, FL · 74 clientsWealth manager
    Morgan Stanley 63%
    $115M
  6. 14926
    Natwealth ManagementMontreal, Canada · 140 clientsWealth managerBank-affiliatedHybridNational Bank Financial Inc.
    Pershing 100%
    $115M
  7. 14927
    StratfiWilmington, DE · 87 clientsWealth manager
    Schwab 100%
    $115M
  8. 14928
    Lightedway Advisory Services, Inc.Harrison, NY · 269 clientsWealth manager
    Schwab 100%
    $115M
  9. 14929
    Fortify Wealth, Inc.St. Louis, MO · 79 clientsWealth manager
    Schwab 100%
    $115M
  10. 14930
    Gritstone Asset Management LLCBethesda, MD · 1 clientsAsset manager
    BNY 73%
    $115M
  11. 14931
    Schulz Financial GroupTucson, AZ · 353 clientsWealth manager
    Fidelity 77%
    $115M
  12. 14932
    Capstone Wealth PartnersDublin, OH · 157 clientsWealth manager
    Fidelity 57%Schwab 43%
    $115M
  13. 14933
    Metis Wealth Management & Planning LLCBluffton, SC · 465 clientsWealth manager
    Schwab 100%
    $115M
  14. 14934
    Futura Asset Advisors LLCCoral Gables, FL · 17 clientsWealth manager
    Valley Financial Management 49%Morgan Stanley 30%
    $115M
  15. 14935
    Green Ocean Global Advisors LLCSan Francisco, CA · 147 clientsWealth managerHybrid
    Schwab 100%
    $115M
  16. 14936
    South Bay Financial PartnersTorrance, CA · 50 clientsWealth manager
    No custodian reported
    $115M
  17. 14937
    Northwest Administrators IncSeattle, WA · 6 clientsAsset manager
    Wilmington Trust 100%
    $115M
  18. 14938
    The Copia GroupChicago, IL · 1 clientsPrivate fund adviser
    No custodian reported
    $115M
  19. 14939
    Hatteras Investment Partners, LPRaleigh, NC · 7 clientsAsset managerHybridHatteras Capital Distributors, LLC
    Beneficient 100%
    $115M
  20. 14940
    Pope Asset Management, LLCMemphis, TN · 59 clientsWealth manager
    U.S. Bank 100%
    $115M
  21. 14941
    Branzan Investment Advisors, Inc.Littleton, CO · 3 clientsPrivate fund adviser
    Schwab 100%
    $115M
  22. 14942
    Highbar PartnersMenlo Park, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $115M
  23. 14943
    Ajax Capital LLC5 clientsAsset manager
    Schwab 100%
    $115M
  24. 14944
    Alpine Hill Advisors LLCWestport, CT · 56 clientsWealth manager
    Fidelity 100%
    $115M
  25. 14945
    OAR FinancialBryn Mawr, PA · 41 clientsAsset manager
    Wells Fargo 100%
    $115M
  26. 14946
    1102 Partners, LLC21 clientsWealth manager
    Schwab 100%
    $114M
  27. 14947
    Engleson & AssociatesRochester, NY · 362 clientsWealth managerHybrid
    Schwab 100%
    $114M
  28. 14948
    Endeavor Advisors LLCPhoenix, AZ · 426 clientsWealth manager
    Altruist 77%Schwab 23%
    $114M
  29. 14949
    Abri LLCLexington, KY · 271 clientsWealth manager
    Altruist 100%
    $114M
  30. 14950
    Queen City Capital Management, LLCCincinnati, OH · 173 clientsWealth manager
    Fidelity 79%
    $114M
  31. 14951
    Potomac Asset Management Co IncFrederick, MDAsset managerHybrid
    No custodian reported
    $114M
  32. 14952
    Sera Capital Management, LLCAnnapolis, MD · 74 clientsWealth manager
    Schwab 100%
    $114M
  33. 14953
    Dardanelles Capital LPBoston, MA · 1 clientsPrivate fund adviser
    No custodian reported
    $114M
  34. 14954
    Goodstein Wealth Management LLCEncino, CA · 101 clientsWealth manager
    Schwab 100%
    $114M
  35. 14955
    Ryan Poage & Co.Kansas City, MO · 192 clientsWealth managerHybrid
    Schwab 100%
    $114M
  36. 14956
    Richard G. Slater48 clientsWealth manager
    Schwab 100%
    $114M
  37. 14957
    Leonard Advisory Group LLCSaint Joseph, MI · 253 clientsWealth manager
    Assetmark Brokerage 88%
    $114M
  38. 14958
    Skloff Financial Group444 clientsWealth manager
    Fidelity 100%
    $114M
  39. 14959
    Integrated Wealth Solutions, LLCYork, PA · 306 clientsWealth manager
    Schwab 100%
    $114M
  40. 14960
    Alpha FiduciaryPhoenix, AZ · 105 clientsWealth manager
    Schwab 100%
    $114M

RIAs by state