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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. 15161
    Double Eagle Wealth Management LLCDallas, TX · 89 clientsWealth manager
    Schwab 82%
    $109M
  2. 15162
    PrivacoreNew York, NY · 3 clientsAsset managerHybridJanus Henderson Distributors US LLC
    No custodian reported
    $109M
  3. 15163
    L&s Private Wealth, LLCOklahoma City, OK · 102 clientsWealth manager
    Schwab 100%
    $109M
  4. 15164
    JRP Capital CorpDublin, OH · 165 clientsWealth manager
    No custodian reported
    $109M
  5. 15165
    Greenbrook Management, LLCNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $108M
  6. 15166
    Triple Summit Advisors, LLC172 clientsWealth manager
    Schwab 73%Interactive Brokers 27%
    $108M
  7. 15167
    Charlesbridge AdvisorsDedham, MAAsset manager
    Schwab 100%
    $108M
  8. 15168
    Montello Wealth Management, Inc.Palm Beach Gardens, FL · 502 clientsWealth manager
    No custodian reported
    $108M
  9. 15169
    Standard Partners LLCBethesda, MD · 49 clientsPrivate fund adviser
    Schwab 100%
    $108M
  10. 15170
    Powerhouse Financial Advisors, Inc.Minden, NV · 226 clientsWealth manager
    Schwab 83%
    $108M
  11. 15171
    Schnall Advisory Services, Inc31 clientsWealth manager
    No custodian reported
    $108M
  12. 15172
    Peapod Lane Capital LLCBedford Hills, NY · 32 clientsAsset manager
    Northern Trust 48%Schwab 32%
    $108M
  13. 15173
    Panteles AdvisorsArgyle, TX · 39 clientsWealth manager
    No custodian reported
    $108M
  14. 15174
    Federmann Financial Advisors Inc.Rocky Point, NY · 58 clientsWealth manager
    Fidelity 81%
    $108M
  15. 15175
    Newman Ladd Capital Advisors, LLC.Camillus, NY · 206 clientsWealth managerHybrid
    Fidelity 100%
    $108M
  16. 15176
    Cobalt Financial Partners LLC66 clientsWealth managerHybrid
    LPL Financial 100%
    $108M
  17. 15177
    Laidlaw Wealth Management LLCNew York, NY · 123 clientsWealth managerHybridLaidlaw & Company (UK) LTD., Laidlaw & Company International, LTD, clears through StoneX
    Schwab 100%
    $108M
  18. 15178
    Schlosser Financial Services, Inc.219 clientsWealth manager
    No custodian reported
    $108M
  19. 15179
    SRN Advisors, LLCHuntingdon Valley, PA · 1 clientsAsset managerHybrid
    No custodian reported
    $108M
  20. 15180
    Castle Financial & Retirement Planning Associates IncFair Haven, NJ · 146 clientsWealth managerHybrid
    Schwab 100%
    $108M
  21. 15181
    Jayco Wealth Management57 clientsWealth manager
    Schwab 100%
    $108M
  22. 15182
    Nautilus Wealth AdvisorsIndialantic, FL · 79 clientsWealth manager
    Raymond James 100%
    $108M
  23. 15183
    Sumnicht & Associates, LLCAppleton, WI · 10 clientsWealth manager
    Fidelity 100%
    $108M
  24. 15184
    AQILone Tree, COAsset manager
    Schwab 100%
    $108M
  25. 15185
    River1 Asset Management LLCMilwaukee, WI · 1 clientsAsset manager
    No custodian reported
    $108M
  26. 15186
    Camelot Event-Driven Advisors, LLCMaumee, OH · 2 clientsAsset manager
    No custodian reported
    $108M
  27. 15187
    Whealthy Empowerment Network158 clientsWealth manager
    Schwab 100%
    $108M
  28. 15188
    NYE Wealth Management LLCHudson, OH · 225 clientsWealth manager
    Schwab 100%
    $108M
  29. 15189
    Milborn Advisors, LTDMilwaukee, WI · 181 clientsWealth manager
    Schwab 100%
    $108M
  30. 15190
    Forthright CapitalLas Vegas, NV · 987 clientsWealth manager
    Schwab 100%
    $108M
  31. 15191
    Legacy Partners Financial Group, LLCWoodstock, GA · 154 clientsWealth manager
    Schwab 100%
    $108M
  32. 15192
    NCU Investment SolutionsSmithfiled, RI · 153 clientsWealth managerBank-affiliatedHybrid
    Fidelity 100%
    $108M
  33. 15193
    Soulence Wealth ManagementPleasant Grove, UT · 410 clientsWealth manager
    Schwab 100%
    $108M
  34. 15194
    Sherpa Capital Management158 clientsWealth managerHybrid
    Schwab 100%
    $107M
  35. 15195
    Idle Hill Advisors LLCGreenville, SC · 204 clientsWealth manager
    Schwab 100%
    $107M
  36. 15196
    Meschel Wealth Management LLC173 clientsWealth manager
    Schwab 100%
    $107M
  37. 15197
    One-Up FinancialErie, PA · 97 clientsWealth manager
    Schwab 100%
    $107M
  38. 15198
    Dove Investment Research and Management, Inc.Irvine, CA · 175 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $107M
  39. 15199
    North Bay Wealth ManagementPetaluma, CA · 138 clientsWealth manager
    Schwab 100%
    $107M
  40. 15200
    AMH Equity LTD1 clientsPrivate fund adviser
    No custodian reported
    $107M

RIAs by state