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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. 15321
    Alamo CapitalWalnut Creek, CABroker-dealer firmHybrid
    No custodian reported
    $104M
  2. 15322
    Financial Counseling Associates, Inc126 clientsWealth manager
    Schwab 100%
    $104M
  3. 15323
    Lifefocus Financial Advisors, LLCWalla Walla, WA · 107 clientsWealth manager
    LPL Financial 100%
    $104M
  4. 15324
    AG FinancialSalt Lake City, UT · 188 clientsWealth managerHybrid
    Schwab 100%
    $103M
  5. 15325
    Seaside Wealth Advisors LLC472 clientsWealth manager
    No custodian reported
    $103M
  6. 15326
    Stage Wealth Management, Inc.207 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $103M
  7. 15327
    Advocacy Financial LLCCovington, LA · 124 clientsWealth managerHybrid
    Fidelity 100%
    $103M
  8. 15328
    Reitz Capital Advisors LLCFreeland, MI · 101 clientsWealth manager
    Schwab 100%
    $103M
  9. 15329
    Naylor & Company105 clientsWealth manager
    Interactive Brokers 100%
    $103M
  10. 15330
    Gssg Solar, LLCDenver, CO · 4 clientsPrivate fund adviser
    No custodian reported
    $103M
  11. 15331
    Newfoundland Capital Management US, LLC7 clientsPrivate fund adviser
    No custodian reported
    $103M
  12. 15332
    Butterworth Financial LLCDanvers, MA · 140 clientsWealth manager
    LPL Financial 100%
    $103M
  13. 15333
    Allridge Wealth Management, IncAshburn, VA · 31 clientsWealth manager
    Schwab 100%
    $103M
  14. 15334
    Abundant Wealth Partners, LLCSanta Barbara, CA · 55 clientsWealth manager
    No custodian reported
    $103M
  15. 15335
    Navigation Wealth ManagementFort Collins, CO · 962 clientsWealth manager
    Schwab 80%
    $103M
  16. 15336
    First Financial Services, LLCLittle Rock, AR · 91 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $103M
  17. 15337
    Riverstone Asset Management, LLCLouisville, KY · 18 clientsWealth manager
    Schwab 85%
    $103M
  18. 15338
    Moralis Technologies, LLCPittsburgh, PA · 67 clientsWealth manager
    Schwab 100%
    $103M
  19. 15339
    Invictus Timing Service LTDWestbury, NY · 286 clientsWealth manager
    Axos 100%
    $103M
  20. 15340
    Ironhorn Advisors LLCAustin, TXAsset managerHybrid
    No custodian reported
    $103M
  21. 15341
    Wealth Strategies GroupNewport Beach, CA · 120 clientsWealth manager
    Interactive Brokers 46%Schwab 44%
    $103M
  22. 15342
    Templer Wealth Management, LLCVienna, VA · 44 clientsWealth manager
    Fidelity 100%
    $103M
  23. 15343
    Crafted Finance, LLC170 clientsWealth manager
    Schwab 91%
    $103M
  24. 15344
    Pearl Wealth Group273 clientsWealth manager
    Schwab 53%Fidelity 47%
    $103M
  25. 15345
    Opportunus Wealth Management, LLC190 clientsWealth manager
    Schwab 100%
    $103M
  26. 15346
    Networth Asset Management, Inc245 clientsWealth managerHybrid
    Equity Trust 65%Altruist 31%
    $103M
  27. 15347
    Fairchild Capital LLCPortland, OR · 109 clientsWealth manager
    Schwab 100%
    $103M
  28. 15348
    Dorian Investment Advisory LLCMemphis, TN · 118 clientsWealth manager
    Schwab 100%
    $103M
  29. 15349
    UHY Wealth Management RIA LLCFarmington Hills, MI · 89 clientsAsset managerHybridUHY Capital Group, LLC
    Empower Financial Services 56%Schwab 44%
    $103M
  30. 15350
    AOT Invest LLCDavenport, IA · 1 clientsAsset manager
    No custodian reported
    $103M
  31. 15351
    Coast Capital Management, LPNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $103M
  32. 15352
    Brazos CapitalAustin, TX · 32 clientsWealth manager
    Schwab 100%
    $103M
  33. 15353
    Factory Capital LLCLos Angeles, CA · 26 clientsWealth manager
    Fidelity 100%
    $103M
  34. 15354
    Oakleigh Wealth ServicesCrozet, VA · 51 clientsWealth manager
    Altruist 95%
    $102M
  35. 15355
    Victory Wealth PartnersMullica Hill, NJ · 364 clientsWealth managerHybrid
    Lincoln Financial Distributors 100%
    $102M
  36. 15356
    Stillwater Capital ManagementCarmel-By-The-Sea, CA · 126 clientsWealth manager
    Schwab 100%
    $102M
  37. 15357
    Rocky Hill Advisors Inc.Peabody, MA · 136 clientsWealth managerWrap sponsor
    Fidelity 100%
    $102M
  38. 15358
    Needham Advisory CorporationNorth Andover, MA · 145 clientsWealth manager
    Schwab 100%
    $102M
  39. 15359
    Republic SquareAustin, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $102M
  40. 15360
    Capstone Wealth Advisors, LLCSalem, OR · 125 clientsWealth manager
    Altruist 75%
    $102M

RIAs by state