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Est. 2026The front page of wealth managementNew York

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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. 15521
    Wave Digital Assets LLCLos Angeles, CA · 22 clientsPrivate fund adviser
    Coinbase 80%
    $92M
  2. 15522
    Buffalo First Wealth Management, LLCWilliamsville, NY · 583 clientsWealth manager
    Fidelity 72%Altruist 28%
    $92M
  3. 15523
    Evolutionary Tree Capital Management, LLCAlexandria, VA · 48 clientsWealth manager
    Schwab 100%
    $92M
  4. 15524
    Pura Vida Investments, LLCNew York, NY · 12 clientsPrivate fund adviser
    J.P. Morgan 100%
    $91M
  5. 15525
    Pegasus Group, LLCMorristown, NJ · 21 clientsWealth manager
    Schwab 100%
    $91M
  6. 15526
    Novus AdvisorsGreenville, SC · 267 clientsWealth manager
    Schwab 65%Epic Retirement Plan Services 35%
    $91M
  7. 15527
    Concert Investment Advisory LLC178 clientsWealth managerHybrid
    No custodian reported
    $91M
  8. 15528
    Atla Capital Management LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $91M
  9. 15529
    The Moneypaper Advisor, Inc.1 clientsAsset managerHybrid
    No custodian reported
    $91M
  10. 15530
    McKinney Capital, LLCBirmingham, AL · 4 clientsPrivate fund adviser
    No custodian reported
    $91M
  11. 15531
    Integrity Prosperity Security (IPS) Strategic CapitalDenver, CO · 195 clientsWealth manager
    Schwab 100%
    $91M
  12. 15532
    Oxford Gate Management, LLCGreenwich, CT · 1 clientsPrivate fund adviserHybrid
    No custodian reported
    $91M
  13. 15533
    Algorithmic Investment ModelsBoston, MA · 228 clientsAsset manager
    Wells Fargo 75%LPL Financial 25%
    $91M
  14. 15534
    Pruneyard Financial Group, Inc.Cupertino, CA · 98 clientsWealth managerWrap sponsor
    Fidelity 91%
    $91M
  15. 15535
    Schaffer & Company Asset Management, Inc.Jacksonville, FL · 305 clientsWealth manager
    Schwab 100%
    $91M
  16. 15536
    Arias Resource Capital Management LPMiami, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $91M
  17. 15537
    K R Financial LLC25 clientsWealth managerHybridKR Securities, LLC, clears through RBC Capital Markets
    RBC 82%
    $91M
  18. 15538
    Conrad Capital Management, Inc.Hauppauge, NY · 132 clientsWealth managerHybrid
    Schwab 100%
    $91M
  19. 15539
    Modern Capital Management, Co.Mt Pleasant, SC · 21 clientsBroker-dealer firmHybridLiberty Partners Financial Services, LLC, Liquidity.io, LLC
    Schwab 0%
    $91M
  20. 15540
    Weatherhelm Capital Management LLCCambridge, NY · 77 clientsWealth manager
    Interactive Brokers 100%
    $91M
  21. 15541
    Alphaq AdvisorsWinter Park, FL · 87 clientsWealth manager
    Schwab 100%
    $91M
  22. 15542
    ZestMiami, FL · 8 clientsPrivate fund adviserHybrid
    No custodian reported
    $91M
  23. 15543
    Washington Square Capital Management LLCNew York, NY · 46 clientsWealth manager
    Schwab 100%
    $90M
  24. 15544
    Chacon Diaz & DI Virgilio Wealth Management, LLCGainesville, FL · 190 clientsWealth manager
    Schwab 100%
    $90M
  25. 15545
    Seraph Capital Associates, LLCBartlesville, OK · 445 clientsAsset manager
    Fidelity 51%Interactive Brokers 37%
    $90M
  26. 15546
    Gannett Wealth Advisors136 clientsWealth manager
    Schwab 100%
    $90M
  27. 15547
    Sparkline Capital LP5 clientsAsset manager
    No custodian reported
    $90M
  28. 15548
    Oak Crest Advisory, LLCRochester, NY · 222 clientsWealth managerHybrid
    Schwab 100%
    $90M
  29. 15549
    Weiss Financial Group LLCMahopac, NY · 109 clientsWealth manager
    Schwab 75%Altruist 25%
    $90M
  30. 15550
    Seven Canyons Advisors, LLCSalt Lake City, UT · 4 clientsPrivate fund adviser
    BNY 75%Fidelity 25%
    $90M
  31. 15551
    Novawave CapitalMenlo Park, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $90M
  32. 15552
    Armada Capital LLCMexico City, Mexico · 1 clientsPrivate fund adviser
    Grupo Bursatil Mexicano SA De CV 100%
    $90M
  33. 15553
    Pichardo Asset Management, S.A. De C.V.Mexico City, Mexico · 10 clientsAsset manager
    No custodian reported
    $90M
  34. 15554
    Aldemar Research Corporation79 clientsWealth managerHybrid
    Schwab 83%
    $89M
  35. 15555
    Fairway Capital Management, LLCChicago, IL · 3 clientsPrivate fund adviser
    No custodian reported
    $89M
  36. 15556
    Tradeway611 clientsWealth manager
    Interactive Brokers 100%
    $89M
  37. 15557
    Orchard Advisors281 clientsWealth manager
    Interactive Brokers 100%
    $89M
  38. 15558
    Shfp, LLC25 clientsWealth manager
    Fidelity Distributors Company 100%
    $89M
  39. 15559
    Heritage Grove Wealth Management, LLC44 clientsWealth manager
    No custodian reported
    $89M
  40. 15560
    Prolific SolutionsNew York, NY · 57 clientsWealth manager
    Schwab 100%
    $88M

RIAs by state