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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. 15201
    The Financial Legacy GroupCharlotte, NC · 144 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $107M
  2. 15202
    Strickler Investment Services, LLCBrighton, MI · 282 clientsWealth managerWrap sponsor
    Fidelity 100%
    $107M
  3. 15203
    Better Way LLCBal Harbour, FL · 4 clientsPrivate fund adviserHybrid
    No custodian reported
    $107M
  4. 15204
    Hogan Investment Counsel, LLCCordova, TN · 207 clientsWealth manager
    Schwab 100%
    $107M
  5. 15205
    Total Wealth Advisors, LLCHopkins, MN · 92 clientsWealth managerWrap sponsor
    Schwab 100%
    $107M
  6. 15206
    Omnitrust Wealth Management, Inc.Jacksonville, FL · 348 clientsWealth manager
    Schwab 100%
    $107M
  7. 15207
    RS Asset Management, LLCColorado Springs, CO · 251 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $107M
  8. 15208
    Turner Capital Investments, LLCAustin, TX · 337 clientsWealth manager
    Schwab 100%
    $107M
  9. 15209
    Elevate Financial Planning and Wealth ManagementSt. Petersburg, FL · 457 clientsWealth managerHybrid
    Fidelity 100%
    $107M
  10. 15210
    Purposeful Financial and Legacy Planning90 clientsWealth manager
    Schwab 99%
    $107M
  11. 15211
    Jordan Financial Life PlanningKenosha, WI · 206 clientsWealth manager
    Schwab 100%
    $107M
  12. 15212
    Fairway Investment Group, LLCEast Lansing, MI · 844 clientsWealth managerWrap sponsorHybridParadigm Equities, Inc.
    LPL Financial 100%
    $107M
  13. 15213
    Amber Road Investors LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $107M
  14. 15214
    Jackson Wealth Management, LLCCastle Rock, CO · 126 clientsWealth manager
    Schwab 100%
    $107M
  15. 15215
    RK Asset Management81 clientsWealth manager
    Schwab 65%Wells Fargo 35%
    $107M
  16. 15216
    DC Capital Management, LLC84 clientsWealth manager
    Schwab 100%
    $107M
  17. 15217
    Saga Financial Management95 clientsWealth manager
    No custodian reported
    $107M
  18. 15218
    Muse Capital Management LLCSanta Monica, CA · 13 clientsWealth manager
    Schwab 55%J.P. Morgan 25%
    $107M
  19. 15219
    Trusco Investment Management, LLCNashville, TN · 30 clientsWealth manager
    Raymond James 100%
    $107M
  20. 15220
    Potomac Investment Company33 clientsBroker-dealer firmHybridPotomac Investment Company
    No custodian reported
    $107M
  21. 15221
    KJ Capital Management LLC66 clientsWealth manager
    Schwab 100%
    $107M
  22. 15222
    603 Financial Advisors, LLC160 clientsWealth managerHybrid
    Schwab 100%
    $107M
  23. 15223
    Endure Capital, LLCLake Forest, CA · 75 clientsWealth manager
    Fidelity 82%
    $107M
  24. 15224
    Ella Financial AdvisingOakland, CA · 44 clientsWealth manager
    Schwab 100%
    $107M
  25. 15225
    Kalamata Asset Management LLCBethesda, MD · 2 clientsPrivate fund adviser
    No custodian reported
    $107M
  26. 15226
    EQV Advisory, LLCRaleigh, NC · 21 clientsWealth manager
    Pershing 82%
    $107M
  27. 15227
    Lexington Financial/life Management, LLCNashville, TN · 44 clientsWealth managerHybrid
    SEI 100%
    $107M
  28. 15228
    Stonex International Advisors IncMiami, FL · 77 clientsWealth managerPublic-company ownedHybridStonex Financial Inc., Stonex International Securities Inc., clears through Pershing, BofA Securities
    Pershing 87%
    $107M
  29. 15229
    Haynie Wealth Management LLCSalt Lake City, UT · 156 clientsWealth manager
    Altruist 100%
    $107M
  30. 15230
    Your IA, LLCSt. George, UT · 190 clientsWealth manager
    Schwab 100%
    $107M
  31. 15231
    Horse Cove Partners LLCAtlanta, GA · 40 clientsAsset manager
    Interactive Brokers 100%
    $107M
  32. 15232
    Coastal Wealth Advisors, LLCJohns Island, SC · 110 clientsWealth manager
    Schwab 100%
    $107M
  33. 15233
    Meketa Capital, LLCDenver, CO · 1 clientsAsset managerHybrid
    No custodian reported
    $107M
  34. 15234
    Stage 2 Planning Partners LLCS Burlington, VT · 308 clientsWealth manager
    Assetmark Brokerage 93%
    $106M
  35. 15235
    Top Private WealthGlastonbury, CT · 150 clientsWealth manager
    LPL Financial 100%
    $106M
  36. 15236
    Bergamot Asset Management LPPrinceton, NJ · 114 clientsWealth managerHybrid
    Schwab 100%
    $106M
  37. 15237
    Thayer Financial, L.L.C.Hickory, NC · 125 clientsWealth manager
    Schwab 100%
    $106M
  38. 15238
    Mediate Financial Investment Advisory Services, LLCCanfield, OH · 354 clientsWealth manager
    Schwab 100%
    $106M
  39. 15239
    Fiduciary Advisor Advocates80 clientsAsset manager
    Schwab 77%Empower 23%
    $106M
  40. 15240
    S&f Investment AdvisorsEncino, CA · 172 clientsAsset manager
    Fidelity 100%
    $106M

RIAs by state