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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. 15081
    Mussett Wealth Management, LLCRensselaer, NY · 103 clientsWealth manager
    Schwab 83%
    $110M
  2. 15082
    One Oak18 clientsWealth manager
    Morgan Stanley 53%Schwab 47%
    $110M
  3. 15083
    Midway Capital Research & Management LLCChicago, IL · 51 clientsWealth manager
    Schwab 100%
    $110M
  4. 15084
    Quint Investments and InsuranceWappingers Falls, NY · 412 clientsWealth manager
    Schwab 100%
    $110M
  5. 15085
    Armour Wealth Advisors, LLCTumwater, WA · 109 clientsWealth manager
    Schwab 100%
    $110M
  6. 15086
    Exponent Wealth LLCOrem, UT · 96 clientsWealth manager
    Schwab 92%
    $110M
  7. 15087
    Generouswealth, LLCSummerville, SC · 305 clientsWealth managerWrap sponsorHybrid
    LPL Financial 98%
    $110M
  8. 15088
    Wolfstone Wealth153 clientsWealth manager
    Schwab 100%
    $110M
  9. 15089
    Robert Charles Capital Management44 clientsWealth manager
    Schwab 100%
    $110M
  10. 15090
    Charles River Wealth Management, LLCBurlington, MA · 103 clientsWealth manager
    Raymond James 100%
    $110M
  11. 15091
    Aigen Investment Management, LPNew York City, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $110M
  12. 15092
    Cornerstone Professional Advisor Services, LLCGarden City, NY · 366 clientsWealth managerHybrid
    SEI 100%
    $110M
  13. 15093
    CS Tomasi Wealth ManagementCosta Mesa, CA · 84 clientsWealth managerHybrid
    LPL Financial 100%
    $110M
  14. 15094
    Visionx Wealth PartnersFort Dodge, IA · 231 clientsWealth managerWrap sponsor
    SEI 100%
    $110M
  15. 15095
    Muirfield Capital Global Advisors LLCPalm Beach, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $110M
  16. 15096
    CFG Wealth Management Services IncIndianapolis, IN · 68 clientsWealth manager
    Schwab 100%
    $110M
  17. 15097
    Pacific Financial AdvisorsBellevue, WA · 184 clientsWealth manager
    Schwab 100%
    $110M
  18. 15098
    BW Asset Management LTDGeorge Town, Cayman Islands · 2 clientsPrivate fund adviserHybridKroll Securities LLC
    No custodian reported
    $110M
  19. 15099
    Servatus CapitalNaples, FL · 32 clientsWealth manager
    Schwab 100%
    $110M
  20. 15100
    Hampel Investment Advisors50 clientsWealth manager
    Fidelity 84%
    $110M
  21. 15101
    Poplar Point Capital Management LLCBurlingame, CA · 2 clientsPrivate fund adviser
    BNY 100%
    $110M
  22. 15102
    Meadowbrook Wealth Management, LLCGarden City, NY · 174 clientsWealth manager
    LPL Financial 100%
    $110M
  23. 15103
    Bentham Wealth AdvisorsWilliamsville, NY · 218 clientsWealth manager
    Schwab 100%
    $110M
  24. 15104
    Lockerman Financial Group, IncNewport Beach, CA · 69 clientsWealth manager
    Fidelity 85%
    $110M
  25. 15105
    Shiraishi Financial Group AdvisorsHonolulu, HI · 458 clientsWealth managerHybrid
    Nationwide Investment Services 52%Security Distributors 25%Axos 23%
    $110M
  26. 15106
    Investable Wealth, LLC146 clientsWealth manager
    Schwab 100%
    $110M
  27. 15107
    Taber Asset Management L.L.C.102 clientsWealth manager
    Schwab 100%
    $110M
  28. 15108
    O.F.O. Partners, LLCHingham, MA · 10 clientsWealth manager
    Schwab 100%
    $110M
  29. 15109
    Hunt Wealth ManagementConcord, CA · 185 clientsWealth manager
    No custodian reported
    $110M
  30. 15110
    Werlemann Wealth ManagementNewport Beach, CA · 40 clientsWealth manager
    Schwab 100%
    $110M
  31. 15111
    Private Client Advisor Group, LLCPalm City, FL · 190 clientsWealth manager
    Schwab 100%
    $110M
  32. 15112
    Peakshares LLCTampa, FL · 2 clientsAsset managerHybridCalton & Associates, Inc.
    No custodian reported
    $110M
  33. 15113
    Tenbridge Partners LLCPortland, OR · 356 clientsWealth manager
    Schwab 100%
    $110M
  34. 15114
    Oldfield Wealth PartnersBangor, ME · 93 clientsWealth manager
    Schwab 100%
    $110M
  35. 15115
    Mainline Investment Advisers, LLCWynnewood, PA · 16 clientsPrivate fund adviserHybrid
    No custodian reported
    $110M
  36. 15116
    Caregen Wealth ManagementSan Mateo, CA · 51 clientsWealth manager
    Schwab 100%
    $110M
  37. 15117
    MD Wealth Management, LLCChelsea, MI · 78 clientsWealth manager
    Schwab 100%
    $110M
  38. 15118
    Renaissance Wealth Advisors, LLCNewton, MA · 93 clientsWealth manager
    Schwab 70%Fidelity 30%
    $110M
  39. 15119
    Sonic GP LLCHonolulu, HI · 1 clientsPrivate fund adviser
    No custodian reported
    $110M
  40. 15120
    Park Shore Partners LLCErie, PA · 5 clientsPrivate fund adviserHybridHBK Sorce Brokerage LLC
    No custodian reported
    $110M

RIAs by state