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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. 15441
    Third Sigma Investment Advisors LLCWilmington, DE · 51 clientsAsset manager
    Schwab 100%
    $99M
  2. 15442
    Lake Road Advisors, LLCCorning, NY · 137 clientsWealth manager
    Altruist 79%
    $99M
  3. 15443
    Investor's Advantage87 clientsWealth managerHybrid
    Schwab 97%
    $99M
  4. 15444
    Luther Forest Wealth Advisors, L.L.C.Malta, NY · 214 clientsWealth manager
    Schwab 100%
    $99M
  5. 15445
    Blue Sky Asset Management, LLCEnglewood, CO · 1 clientsAsset manager
    No custodian reported
    $99M
  6. 15446
    Timbuktu Capital Management, LLCBoston, MA · 122 clientsWealth manager
    Schwab 100%
    $99M
  7. 15447
    Backbone Planning Partners LLCLas Vegas, NV · 109 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $98M
  8. 15448
    Garrett Nagle & Co., Inc.Woburn, MA · 86 clientsBroker-dealer firmHybrid
    No custodian reported
    $98M
  9. 15449
    Gallatin & Company, LLCVero Beach, FL · 50 clientsWealth manager
    Schwab 100%
    $98M
  10. 15450
    Swan Wealth Advisors, LLCDurango, CO · 47 clientsAsset manager
    Pershing 100%
    $98M
  11. 15451
    Muzinich Direct Lending Adviser, LLCNew York, NY · 1 clientsAsset managerHybridMuzinich & Co. (ireland) Limited, Muzinich & Co. (singapore) PTE. Limited
    No custodian reported
    $98M
  12. 15452
    Upright Financial Corp36 clientsAsset manager
    Firstrade Securities 100%
    $98M
  13. 15453
    Lemnis CapitalRichardson, TX · 352 clientsWealth managerHybrid
    Schwab 100%
    $98M
  14. 15454
    Baytrust Wealth Management, LLCTampa, FL · 214 clientsWealth manager
    Fidelity 100%
    $98M
  15. 15455
    Burren Capital Advisors LimitedEuroport, Gibraltar · 2 clientsPrivate fund adviserAffiliated broker-dealerAlvar Financial Services Limited
    No custodian reported
    $98M
  16. 15456
    Snow Financial Management, LLC50 clientsWealth manager
    Fidelity 69%Schwab 31%
    $98M
  17. 15457
    Taverik Capital, LLCGreenville, SC · 121 clientsPrivate fund adviser
    Schwab 100%
    $98M
  18. 15458
    Phoenix International Investments LLCNashua, NH · 27 clientsPrivate fund adviserHybrid
    No custodian reported
    $97M
  19. 15459
    Manispace CapitalNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $97M
  20. 15460
    Aspire Strategist Portfolios LLCNew York, NY · 6 clientsAsset manager
    Fidelity 100%
    $97M
  21. 15461
    Amberlake Partners SAMMonaco, Monaco · 14 clientsAsset manager
    Julius Baer Monaco 39%Societe Generale Monaco 38%CMB Monaco 23%
    $97M
  22. 15462
    Berkshire Advisors, Inc.Wyomissing, PA · 250 clientsBroker-dealer firmHybridPurshe Kaplan Sterling Investments, Inc., clears through National Financial Services (Fidelity)
    Schwab 100%
    $97M
  23. 15463
    Stratacore Capital Management, LLC.New York, NY · 111 clientsWealth manager
    Schwab 76%Interactive Brokers 24%
    $97M
  24. 15464
    Box Financial Advisors, LLCGrapevine, TX · 235 clientsWealth manager
    Equity Trust Company Brokerage 100%
    $97M
  25. 15465
    RVX Asset Management LLCAventura, FL · 2 clientsAsset manager
    Northern Trust 100%
    $97M
  26. 15466
    UOB Global Capital LLCNew York, NY · 3 clientsPrivate fund adviserHybridUOB Global Equity Sales LLC, UOB KAY Hian PTE Limited
    No custodian reported
    $97M
  27. 15467
    Scott Conyers Capital Management, Inc.27 clientsWealth manager
    Schwab 100%
    $97M
  28. 15468
    CK Advisors, LLC40 clientsWealth manager
    Fidelity 100%
    $97M
  29. 15469
    Vulpes Investment Management Private LimitedSingapore, Singapore · 4 clientsPrivate fund adviser
    No custodian reported
    $97M
  30. 15470
    Israel Investment Advisors, LLCDenver, CO · 5 clientsPrivate fund adviser
    Schwab 100%
    $96M
  31. 15471
    Pacific Wealth Advisory Services LLCDanville, CA · 223 clientsWealth manager
    Altruist 100%
    $96M
  32. 15472
    Capital Design Private Wealth LLCPortsmouth, NH · 264 clientsWealth manager
    Schwab 100%
    $96M
  33. 15473
    Eastward Capital Partners, LLCWest Newton, MA · 8 clientsPrivate fund adviser
    No custodian reported
    $96M
  34. 15474
    Nexpoint Insurance Solutions, L.P.Dallas, TX · 6 clientsPrivate fund adviserAffiliated broker-dealerNexbank Securities Inc, Nexpoint Securities, Inc.
    No custodian reported
    $96M
  35. 15475
    Basa AdvisorsDallas, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $96M
  36. 15476
    Burke Wealth Management, LLCHouston, TX · 74 clientsWealth manager
    Schwab 84%
    $95M
  37. 15477
    Steward Capital ManagementBloomfield Hills, MI · 66 clientsAsset manager
    Schwab 100%
    $95M
  38. 15478
    SM InvestorsNew York, NY · 6 clientsPrivate fund adviser
    Jefferies 100%
    $95M
  39. 15479
    Nosuris, Inc.Lynbrook, NY · 200 clientsWealth managerHybrid
    Betterment 50%Fidelity 50%
    $95M
  40. 15480
    MON Capital Management LLCNew York, NY · 4 clientsAsset manager
    UBS 100%
    $95M

RIAs by state