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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. 15481
    Wise Money IsraelBinyamina, Israel · 175 clientsWealth manager
    Meitav Trade 79%
    $95M
  2. 15482
    Abraham Trading CompanyCanadian, TX · 1 clientsAsset managerHybrid
    No custodian reported
    $95M
  3. 15483
    Lyon Capital Management, LLCPittsford, NY · 92 clientsWealth manager
    Schwab 100%
    $95M
  4. 15484
    Lion Capital Advisors LLCMiami, FL · 29 clientsAsset manager
    Union Bancaire Privee, UBP SA 56%Deutsche Bank 31%
    $95M
  5. 15485
    GSB Capital, LLC2 clientsPrivate fund adviser
    No custodian reported
    $95M
  6. 15486
    Saxon Securities LLCSan Francisco, CA · 25 clientsAsset manager
    MID Atlantic Trust 85%
    $95M
  7. 15487
    Wingspan Capital, LLCNew York, NY · 27 clientsPrivate fund adviser
    No custodian reported
    $95M
  8. 15488
    Sebetic Advisors, LLC61 clientsWealth manager
    Schwab 69%Interactive Brokers 31%
    $94M
  9. 15489
    Saddock Wealth, LLCDallas, TX · 11 clientsWealth manager
    Schwab 100%
    $94M
  10. 15490
    Circle N Advisors, LLCFishkill, NY · 104 clientsWealth manager
    LPL Financial 100%
    $94M
  11. 15491
    Bayridge Financial Group, Inc.Rockville Centre, NY · 488 clientsWealth managerHybrid
    Schwab 100%
    $94M
  12. 15492
    Luesink Stenstrom FinancialNew York, NY · 50 clientsWealth manager
    Fidelity 100%
    $94M
  13. 15493
    Gravity Capital Management LLCNew York, NY · 28 clientsAsset manager
    Schwab 64%Northern Trust 36%
    $94M
  14. 15494
    Target Rock Wealth Management, LLCNew York, NY · 88 clientsWealth manager
    Schwab 100%
    $94M
  15. 15495
    Walnut Investment Services LLCBrooklyn, NY · 199 clientsWealth manager
    Fidelity 100%
    $94M
  16. 15496
    Henley & Company Wealth Management LLCUniondale, NY · 71 clientsWealth managerWrap sponsorHybridHenley & Company LLC
    Pershing 100%
    $94M
  17. 15497
    Voss Wealth ManagementEndicott, NY · 69 clientsWealth manager
    Schwab 100%
    $94M
  18. 15498
    Cove Street Capital, LLCHermosa Beach, CA · 18 clientsAsset manager
    Mechanics Bank 66%Schwab 34%
    $94M
  19. 15499
    Statetrust Capital, LLC.Boca Raton, FL · 144 clientsWealth managerHybridStatetrust Investments Inc.
    No custodian reported
    $94M
  20. 15500
    Capital Q Management LLCMaitland, FL · 2 clientsAsset manager
    No custodian reported
    $93M
  21. 15501
    Oelschlager InvestmentsAkron, OH · 26 clientsAsset manager
    Schwab 100%
    $93M
  22. 15502
    Midas Management CorporationWalpole, NH · 3 clientsAsset managerHybridMidas Securities Group, Inc.
    No custodian reported
    $93M
  23. 15503
    Compass Investments LLCPittsburgh, PA · 176 clientsWealth manager
    Schwab 100%
    $93M
  24. 15504
    First Associated Investment Advisors, Inc.Duluth, MN · 1 clientsAsset managerHybrid
    No custodian reported
    $93M
  25. 15505
    LEH II Management LLCEnglewood, CO · 1 clientsPrivate fund adviser
    No custodian reported
    $93M
  26. 15506
    Wealthspan Investment Management, LLCGrand Rapids, MI · 326 clientsWealth manager
    Fidelity 79%
    $93M
  27. 15507
    Thinking Big FinancialBrooklyn, NY · 93 clientsWealth manager
    Altruist 100%
    $93M
  28. 15508
    Oppenheimer + Close, LLCNew York, NY · 127 clientsWealth manager
    Pershing 100%
    $93M
  29. 15509
    Peak Financial PlanningCanoga Park, CA · 82 clientsWealth manager
    Schwab 57%Altruist 43%
    $93M
  30. 15510
    Cannon Global Investment Management, LLCDavie, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $93M
  31. 15511
    TRU Independence Asset Management 2, LLCPortland, OR · 205 clientsWealth managerAffiliated broker-dealer
    Schwab 100%
    $93M
  32. 15512
    3roots Wealth Partners LLCScottsdale, AZ · 112 clientsWealth manager
    Schwab 54%Altruist 46%
    $93M
  33. 15513
    Vault Fiduciary LLCAsset manager
    Northern Trust 62%Merrill / Bank of America 38%
    $92M
  34. 15514
    Tekmen Wells LLCNew York, NY · 23 clientsWealth managerWrap sponsor
    Pershing 100%
    $92M
  35. 15515
    XaltsPhiladelphia, PA · 1 clientsPrivate fund adviser
    No custodian reported
    $92M
  36. 15516
    Family Partners Capital, LLCHamilton, MA · 162 clientsWealth manager
    Schwab 100%
    $92M
  37. 15517
    IWC Asset Management LLC53 clientsWealth manager
    No custodian reported
    $92M
  38. 15518
    Mundoval Capital Management, Inc.La Jolla, CA · 67 clientsWealth manager
    Schwab 56%Huntington Bank 26%
    $92M
  39. 15519
    Reciprocal Capital7 clientsPrivate fund adviserHybrid
    No custodian reported
    $92M
  40. 15520
    Woodmont Advisory Group, Inc.298 clientsWealth manager
    Schwab 77%Fidelity 23%
    $92M

RIAs by state