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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. 15401
    Fuerst Financial Group, Inc.Chattanooga, TN · 325 clientsWealth manager
    SEI 100%
    $101M
  2. 15402
    Cherokee & Walker ManagementSalt Lake City, UT · 9 clientsPrivate fund adviser
    No custodian reported
    $101M
  3. 15403
    Ascent Financial GroupRichmond, VA · 128 clientsWealth manager
    Schwab 100%
    $101M
  4. 15404
    Pflueger Wealth34 clientsWealth manager
    Schwab 100%
    $101M
  5. 15405
    Social Investment Managers and Advisors, LLC7 clientsPrivate fund adviser
    No custodian reported
    $101M
  6. 15406
    CDP Financial Group, LLCLittleton, CO · 110 clientsWealth managerHybrid
    Schwab 100%
    $100M
  7. 15407
    Miller Wealth ManagementGilbert, AZ · 91 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $100M
  8. 15408
    Bridge Financial Planning, LLC95 clientsWealth manager
    Schwab 100%
    $100M
  9. 15409
    Sagent Wealth ManagementLaguna Beach, CA · 82 clientsWealth manager
    Altruist 69%Fidelity 31%
    $100M
  10. 15410
    Newsong Capital Management, Inc.Hattiesburg, MS · 142 clientsWealth manager
    Interactive Brokers 100%
    $100M
  11. 15411
    Hilpan Moxie Wealth Management, LLC78 clientsWealth manager
    Wells Fargo 86%
    $100M
  12. 15412
    Course Management Investment Advisors, LLCPinehurst, NC · 161 clientsWealth managerHybrid
    Schwab 100%
    $100M
  13. 15413
    Financial Action, Inc.Monument, CO · 479 clientsWealth manager
    Schwab 100%
    $100M
  14. 15414
    Carlo Capital2 clientsPrivate fund adviser
    No custodian reported
    $100M
  15. 15415
    Next UP Wealth Advisors, LLCScottsdale, AZ · 294 clientsWealth manager
    Schwab 94%
    $100M
  16. 15416
    Financial Counseling, Inc.Springboro, OH · 417 clientsWealth manager
    Schwab 100%
    $100M
  17. 15417
    Retire Ready Wealth ManagementRadnor, PA · 535 clientsWealth manager
    Fidelity 100%
    $100M
  18. 15418
    Grupp Financial LLCJackson, WY · 10 clientsAsset manager
    Schwab 100%
    $100M
  19. 15419
    Cardinal Point Capital LLCSan Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $100M
  20. 15420
    Infinity Tax & Financial PlanningHuntsville, AL · 332 clientsWealth manager
    Schwab 84%
    $100M
  21. 15421
    Three Oaks WealthGold River, CA · 100 clientsWealth manager
    Schwab 100%
    $100M
  22. 15422
    Chamberlain Lane Capital, LLCNashville, TNWealth manager
    Schwab 100%
    $100M
  23. 15423
    Approach Capital LLC100 clientsWealth manager
    Schwab 75%Vantage Self Directed Retirement Plans 25%
    $100M
  24. 15424
    Ferghana Investment Partners, LPNew York, NY · 1 clientsAsset manager
    Citi 100%
    $100M
  25. 15425
    Harbinger Sports PartnersAtlanta, GA · 1 clientsPrivate fund adviser
    No custodian reported
    $100M
  26. 15426
    Westmont Advisory, LLCFlower Mound, TX · 7 clientsWealth manager
    Schwab 75%Interactive Brokers 25%
    $100M
  27. 15427
    Acacia Asset Management LLCNew York, NY · 1 clientsAsset managerHybrid
    No custodian reported
    $100M
  28. 15428
    Valhum Asset Management, LLCUpper Saddle River, NJ · 1 clientsAsset managerHybridAshton Stewart & Co., Inc.
    No custodian reported
    $100M
  29. 15429
    Freeboard Capital, LLC19 clientsBroker-dealer firmAffiliated broker-dealer
    No custodian reported
    $100M
  30. 15430
    Sundowner Capital Management LLC58 clientsWealth manager
    Schwab 100%
    $100M
  31. 15431
    Stonebridge Partners LLCWhite Plains, NY · 14 clientsPrivate fund adviser
    No custodian reported
    $99M
  32. 15432
    LW Capital Management, LLC2 clientsPrivate fund adviser
    J.P. Morgan 100%
    $99M
  33. 15433
    13d Management LLCNew York, NY · 1 clientsAsset managerHybrid
    No custodian reported
    $99M
  34. 15434
    Arex Capital Management, LPNew York, NY · 12 clientsPrivate fund adviser
    Goldman Sachs 87%
    $99M
  35. 15435
    Merion Realty Advisers, LLCWynnewood, PA · 3 clientsPrivate fund adviserHybrid
    No custodian reported
    $99M
  36. 15436
    Waterfront Capital Partners LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $99M
  37. 15437
    Bergen Park Capital Management, LLCBigfork, MT · 12 clientsPrivate fund adviser
    Interactive Brokers 100%
    $99M
  38. 15438
    CAZ GP Stakes Adviser LLCHouston, TX · 1 clientsAsset manager
    No custodian reported
    $99M
  39. 15439
    Granite Value Capital, LLCHanover, NH · 70 clientsWealth manager
    Schwab 100%
    $99M
  40. 15440
    Synergy CapitalFort Collins, CO · 74 clientsWealth manager
    Fidelity 100%
    $99M

RIAs by state