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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. 14961
    LRH Capital Advising LLCDallas, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $114M
  2. 14962
    AtwobKatonah, NY · 97 clientsWealth manager
    Schwab 100%
    $114M
  3. 14963
    Financial Planning First, LLCTuscon, AZ · 296 clientsWealth managerWrap sponsor
    Schwab 100%
    $114M
  4. 14964
    Coordinated Wealth Management, L.L.C.Hendersonville, TN · 96 clientsWealth manager
    Schwab 100%
    $114M
  5. 14965
    Finamex Asset Management, LLCHouston, TX · 190 clientsWealth managerHybridCasa De Bolsa Finamex S.A.B. De C.V., Finamex International, LLC
    No custodian reported
    $114M
  6. 14966
    Webster Street Investment Advisors LLC56 clientsWealth manager
    Schwab 100%
    $114M
  7. 14967
    Common Cents Wealth Management, LLCPembroke Pines, FL · 205 clientsWealth manager
    Schwab 100%
    $114M
  8. 14968
    Burne Financial Concepts, LLCWatertown, CT · 144 clientsWealth manager
    Schwab 100%
    $114M
  9. 14969
    Pleasantdale Wealth Management, LLC187 clientsWealth manager
    Schwab 94%
    $114M
  10. 14970
    Tollefson and Company Investment Management LLC29 clientsWealth manager
    Schwab 100%
    $114M
  11. 14971
    ARX Private WealthLancaster, PA · 27 clientsWealth manager
    Schwab 100%
    $114M
  12. 14972
    Scofield & Company, LLCFairlawn, OH · 104 clientsWealth managerHybrid
    Schwab 100%
    $114M
  13. 14973
    Broadwealth LLC18 clientsWealth manager
    Fidelity 100%
    $114M
  14. 14974
    Signal Ridge Capital Partners, LLCFramingham, MA · 95 clientsWealth managerWrap sponsor
    Pershing 100%
    $114M
  15. 14975
    CW Securities, LLCKnoxville, TN · 145 clientsBroker-dealer firmHybridCW Securities, LLC
    Schwab 99%
    $113M
  16. 14976
    Expand Financial Group, LLC320 clientsWealth manager
    Schwab 100%
    $113M
  17. 14977
    Blue JAY Financial Group, LLCDefiance, OH · 303 clientsWealth managerWrap sponsor
    Schwab 87%
    $113M
  18. 14978
    HFG Advisors, Inc.Kennewick, WA · 133 clientsWealth manager
    Schwab 100%
    $113M
  19. 14979
    Financial Design Group, LLCLavista, NE · 210 clientsWealth manager
    Wells Fargo 100%
    $113M
  20. 14980
    Compass Private Wealth Group LLCShort Hills, NJ · 80 clientsWealth manager
    Schwab 100%
    $113M
  21. 14981
    56 Capital Partners, LTDColorado Springs, CO · 262 clientsWealth manager
    Interactive Brokers 69%Tiaa-Cref Individual & Institutional Services 31%
    $113M
  22. 14982
    Modernist Financial, LLCPortland, OR · 48 clientsWealth manager
    Schwab 100%
    $113M
  23. 14983
    Sparrow Capital Management IncSt. Louis, MO · 58 clientsAsset manager
    No custodian reported
    $113M
  24. 14984
    Hulsey Capital Management, Inc.Heber Springs, AR · 83 clientsWealth manager
    Schwab 100%
    $113M
  25. 14985
    Wealth-Builders, Inc.87 clientsWealth manager
    Schwab 72%Fidelity 28%
    $113M
  26. 14986
    Veltria Advisors Corp.Miami, FL · 17 clientsWealth managerBank-affiliated
    Morgan Stanley 42%Citi 22%
    $113M
  27. 14987
    Mk3 Wealth LLCCherry Hill, NJ · 85 clientsWealth manager
    Schwab 100%
    $113M
  28. 14988
    Chappelwood Financial ServicesEdmond, OK · 166 clientsWealth manager
    No custodian reported
    $113M
  29. 14989
    Bernard & Johnson Family Wealth ManagementPasadena, CA · 89 clientsWealth manager
    Schwab 100%
    $113M
  30. 14990
    Eagle Financial Advisors, LLCFrisco, TX · 329 clientsWealth manager
    Schwab 74%Fidelity 26%
    $113M
  31. 14991
    Oxford Planning Group, LLCWoodstock, MD · 93 clientsWealth manager
    Schwab 100%
    $113M
  32. 14992
    Tidmore Retirement Planning SpecialistsBeachwood, OH · 214 clientsWealth manager
    Schwab 100%
    $113M
  33. 14993
    Lynch Financial AdvisorsRoseville, CA · 119 clientsWealth manager
    No custodian reported
    $113M
  34. 14994
    Wisdom Planning GroupOrlando, FL · 115 clientsWealth manager
    Schwab 100%
    $113M
  35. 14995
    Kintra Investments, LLCMarysville, OH · 1 clientsAsset manager
    No custodian reported
    $113M
  36. 14996
    Municipal Asset Management IncRye Brook, NY · 21 clientsWealth manager
    Wells Fargo 100%
    $113M
  37. 14997
    Infinite Giving Advisory Services, Inc.Atlanta, GA · 211 clientsAsset manager
    Apex Fintech 100%
    $113M
  38. 14998
    Mosaic FI LLCLincolnshire, IL · 253 clientsWealth manager
    Schwab 100%
    $113M
  39. 14999
    FRA Wealth Management LLCO'fallon, IL · 910 clientsWealth manager
    Schwab 100%
    $113M
  40. 15000
    Alpha Planning and Financial Services, Inc.Solon, OH · 222 clientsWealth managerWrap sponsor
    Schwab 100%
    $113M

RIAs by state