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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. 15281
    Haws Financial Planning LLCSierra Vista, AZ · 90 clientsWealth manager
    Schwab 100%
    $105M
  2. 15282
    Clout CapitalMiami, FLWealth manager
    No custodian reported
    $105M
  3. 15283
    Piedmont Private Wealth, LLC56 clientsWealth manager
    Schwab 100%
    $105M
  4. 15284
    Graeter Wealth Advisors, LLCLouisville, KY · 85 clientsWealth manager
    Schwab 100%
    $105M
  5. 15285
    OpulusDoylestown, PA · 185 clientsWealth manager
    Schwab 100%
    $105M
  6. 15286
    Runey & Associates Wealth ManagementMount Pleasant, SC · 165 clientsWealth manager
    Schwab 100%
    $105M
  7. 15287
    VCM Wealth297 clientsWealth manager
    Schwab 100%
    $105M
  8. 15288
    Springlake Financial Partners54 clientsWealth manager
    Fidelity 100%
    $105M
  9. 15289
    Four Corners FinancialMelville, NY · 45 clientsWealth manager
    Altruist 100%
    $105M
  10. 15290
    AG Global Advisors LLC13 clientsWealth manager
    Citi 51%Pictet 33%
    $105M
  11. 15291
    Cedarview Capital Management, LPWoodmere, NY · 93 clientsPrivate fund adviser
    Raymond James 100%
    $105M
  12. 15292
    Luminist Capital, LLC530 clientsWealth manager
    Schwab 100%
    $105M
  13. 15293
    Saltbox Financial LLCPortsmouth, NH · 50 clientsWealth manager
    Schwab 100%
    $105M
  14. 15294
    S.C. Thomas & Associates, CPA, LLCMedina, OH · 108 clientsWealth manager
    Schwab 100%
    $105M
  15. 15295
    Integrated Investment Strategies,inc.Carmel, IN · 156 clientsWealth manager
    No custodian reported
    $105M
  16. 15296
    White Lighthouse Investment Management S.A.R.L.1003 Lausanne, Switzerland · 37 clientsWealth manager
    Swissquote 100%
    $105M
  17. 15297
    Xena Financial Planning, LLCPortland, OR · 118 clientsWealth manager
    Schwab 87%
    $104M
  18. 15298
    Cruiser Capital Advisors, LLCStamford, CT · 6 clientsPrivate fund adviser
    Pershing 82%
    $104M
  19. 15299
    Millstone Financial GroupPrinceton, NJ · 297 clientsWealth manager
    Altruist 100%
    $104M
  20. 15300
    Healthview Asset Management, Inc.Pittsburgh, PA · 180 clientsWealth manager
    No custodian reported
    $104M
  21. 15301
    Red SevenEscondido, CA · 261 clientsWealth manager
    Goldman Sachs 100%
    $104M
  22. 15302
    Asset Planning CorporationW. Palm Beach, FL · 136 clientsWealth managerWrap sponsorHybrid
    Pershing 100%
    $104M
  23. 15303
    Wellacre Global Wealth AdvisorsSanta Monica, CA · 93 clientsWealth manager
    Schwab 100%
    $104M
  24. 15304
    WLT PartnersMiami, FL · 48 clientsAsset manager
    Morgan Stanley 100%
    $104M
  25. 15305
    Tuttle Wealth Partners LLCBrookhaven, GA · 417 clientsWealth manager
    Schwab 100%
    $104M
  26. 15306
    TAO Private Wealth, LLCTulsa, OK · 46 clientsWealth manager
    No custodian reported
    $104M
  27. 15307
    Alexander Capital Advisors, LLCNew Canaan, CT · 17 clientsPrivate fund adviser
    Schwab 100%
    $104M
  28. 15308
    Blue Chip Financial Advisors, LLCEast Providence, RI · 178 clientsWealth managerHybrid
    Fidelity 100%
    $104M
  29. 15309
    Pabrai Wagons AdvisorsWest Lake Hills, TX · 1 clientsAsset managerHybrid
    No custodian reported
    $104M
  30. 15310
    Carter, Terry & Company, Inc.Atlanta, GA · 168 clientsBroker-dealer firmHybridCarter, Terry & Company, Inc.
    No custodian reported
    $104M
  31. 15311
    Mathies Financial PartnersPueblo, CO · 324 clientsWealth manager
    Axos 100%
    $104M
  32. 15312
    Wavelength Capital Management, LLCWestport, CT · 1 clientsAsset manager
    No custodian reported
    $104M
  33. 15313
    Asterozoa ManagementPhoenix, AZ · 3 clientsAsset manager
    No custodian reported
    $104M
  34. 15314
    Baffin Advisors LLC9 clientsWealth manager
    J.P. Morgan 37%Morgan Stanley 32%Merrill / Bank of America 32%
    $104M
  35. 15315
    Point Nemo Capital, LLC96 clientsWealth manager
    Schwab 100%
    $104M
  36. 15316
    Longboard Asset Management1 clientsAsset managerHybrid
    No custodian reported
    $104M
  37. 15317
    325 Fillmore LLCDenver, CO · 4 clientsPrivate fund adviser
    No custodian reported
    $104M
  38. 15318
    Bright Lake Wealth Management, LLCRedding, CA · 354 clientsWealth managerWrap sponsor
    Fidelity 100%
    $104M
  39. 15319
    Altitude Capital Management LLCDes Moines, IA · 488 clientsWealth manager
    Altruist 100%
    $104M
  40. 15320
    Eurocapital Advisors, IncMiami, FL · 9 clientsWealth manager
    Pershing 36%Banco Santander International 32%Credit Suisse Bank 32%
    $104M

RIAs by state