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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. 15121
    Gilbert Financial, LLCHoneoye Falls, NY · 152 clientsWealth manager
    Pershing 100%
    $110M
  2. 15122
    Quabbin AdvisorsAmherst, MA · 47 clientsWealth manager
    Schwab 92%
    $110M
  3. 15123
    Jake Carris Financial PlanningOrlando, FL · 115 clientsWealth manager
    Schwab 100%
    $110M
  4. 15124
    Oxford Wealth ManagementLindon, UT · 66 clientsWealth manager
    Fidelity 75%Interactive Brokers 25%
    $110M
  5. 15125
    Veraz AdvisorsSan Ramon, CA · 150 clientsWealth manager
    Schwab 100%
    $110M
  6. 15126
    Private Asset Management IncKirkland, WA · 60 clientsWealth manager
    Schwab 100%
    $109M
  7. 15127
    International Management Advisors LTD.9 clientsWealth manager
    Fidelity 95%
    $109M
  8. 15128
    Capstone Wealth Management Corp.Lakeland, FL · 288 clientsWealth manager
    Axos 66%Schwab 34%
    $109M
  9. 15129
    Signia Capital ManagementSpokane, WA · 13 clientsAsset manager
    Northern Trust 78%Citi 22%
    $109M
  10. 15130
    Sizemore Capital Management, LLCSan Isidro, Peru · 81 clientsAsset managerHybrid
    Schwab 82%
    $109M
  11. 15131
    Wealthshape LLCWindsor, CT · 136 clientsWealth manager
    Schwab 100%
    $109M
  12. 15132
    Peak Financial Management, Inc.Broomfield, CO · 156 clientsWealth manager
    Fidelity Distributors Company 100%
    $109M
  13. 15133
    Alpha Financial Management, Inc.Savannah, GA · 115 clientsWealth manager
    Schwab 100%
    $109M
  14. 15134
    Afton Advisors, LLC177 clientsWealth manager
    Schwab 100%
    $109M
  15. 15135
    Ingram Advisory Services, LLCWinter Haven, FL · 380 clientsWealth managerHybrid
    Pershing 100%
    $109M
  16. 15136
    Garden State Retirement Specialists, LLCRed Bank, NJ · 152 clientsWealth managerHybrid
    Pershing 100%
    $109M
  17. 15137
    Aspire Advisors, LLCNorth White Plains, NY · 117 clientsWealth managerHybridHamilton Cavanaugh Investment Brokers, Inc.
    Fidelity 100%
    $109M
  18. 15138
    NK Capital LLC4 clientsWealth manager
    Northern Trust 79%
    $109M
  19. 15139
    Arch Partners Wealth Management, Inc.Watkinsville, GA · 251 clientsWealth manager
    Schwab 100%
    $109M
  20. 15140
    RLJ Equity Partners, LLCBethesda, MD · 2 clientsPrivate fund adviser
    No custodian reported
    $109M
  21. 15141
    Lyons Wealth ManagementWinter Park, FL · 112 clientsWealth managerHybrid
    Schwab 61%Interactive Brokers 39%
    $109M
  22. 15142
    Partners Capital Services, Inc.Hauppauge, NY · 238 clientsWealth managerWrap sponsorHybridAmerican Capital Partners, LLC
    RBC 100%
    $109M
  23. 15143
    Skypoint Capital Advisors, LLCAtlanta, GA · 1 clientsAsset managerHybridSkypoint Capital Partners, LLC
    No custodian reported
    $109M
  24. 15144
    Finish Well RIA LLCColumbus, OH · 310 clientsWealth manager
    Schwab 100%
    $109M
  25. 15145
    A Better Way Financial, LLCAllentown, PA · 354 clientsWealth manager
    Schwab 100%
    $109M
  26. 15146
    Pavlic Investment Advisors, Inc.Delafield, WI · 87 clientsWealth manager
    Schwab 100%
    $109M
  27. 15147
    Toams FinancialJacksonville, FL · 620 clientsWealth manager
    Altruist 78%
    $109M
  28. 15148
    Capital Endurance Group, IncAlpharetta, GA · 65 clientsWealth manager
    Fidelity 91%
    $109M
  29. 15149
    Islet Management, LPNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $109M
  30. 15150
    Blue Granite Capital, LLCCharleston, SC · 40 clientsWealth manager
    Pershing 100%
    $109M
  31. 15151
    A. J. Perry & Co.Towson, MD · 97 clientsWealth manager
    No custodian reported
    $109M
  32. 15152
    Northbrook FinancialBaltimore, MD · 127 clientsWealth manager
    Schwab 74%
    $109M
  33. 15153
    Eden Capital Management, LLC161 clientsWealth manager
    Schwab 100%
    $109M
  34. 15154
    Five Mile River Investment Management, LLC110 clientsWealth manager
    RBC 100%
    $109M
  35. 15155
    Rooted Financial Group, LLCTigard, OR · 254 clientsWealth manager
    Schwab 100%
    $109M
  36. 15156
    Safe Harbor Retirement Planners296 clientsWealth manager
    Goldman Sachs 92%
    $109M
  37. 15157
    Grace Capital Management, LLCAustin, TX · 77 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $109M
  38. 15158
    AII Capital Management, LLCMoorpark, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $109M
  39. 15159
    Ten Peaks Partners L.L.C.Clayton, MO · 27 clientsAsset manager
    Vanguard 84%
    $109M
  40. 15160
    Finances for Real LifeLompoc, CA · 130 clientsWealth managerHybrid
    LPL Financial 100%
    $109M

RIAs by state