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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. 15601
    Vita Planning Group LLCCamas, WA · 57 clientsWealth manager
    Schwab 90%
    $84M
  2. 15602
    Double Duty Money Management LLCNew York, NY · 14 clientsWealth manager
    Vanguard 73%Interactive Brokers 27%
    $84M
  3. 15603
    Route 20 Private Wealth Inc.Fort Lauderdale, FL · 75 clientsWealth manager
    Goldman Sachs 54%Schwab 46%
    $84M
  4. 15604
    Inter US Management, LLCMiami, FL · 5 clientsPrivate fund adviserHybridInter Distribuidora De Titulos E Valores Mobiliarios Ltda, Inter Securities LLC, clears through Pershing
    No custodian reported
    $83M
  5. 15605
    Northstar Capital Funds, LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $83M
  6. 15606
    Proxy Wealth Advisors LLCWindermere, FL · 614 clientsWealth managerWrap sponsor
    Interactive Brokers 78%
    $83M
  7. 15607
    Lumiere FinancialNew York, NY · 116 clientsWealth managerHybrid
    Schwab 100%
    $83M
  8. 15608
    Hyjc Capital of WNYLakeville, NY · 275 clientsWealth managerHybrid
    Schwab 100%
    $83M
  9. 15609
    TRP Capital Advisors, LLCBirmingham, MI · 7 clientsPrivate fund adviser
    No custodian reported
    $82M
  10. 15610
    Winthrop Partners - EPA, LLCOrchard, NY · 174 clientsWealth manager
    Raymond James 100%
    $82M
  11. 15611
    Springhill Wealth ManagementBozeman, MT · 71 clientsWealth manager
    No custodian reported
    $82M
  12. 15612
    Ivesta CorpNew York, NY · 1 clientsAsset manager
    Societe Generale Luxembourg 55%BGL BNP Paribas 28%
    $82M
  13. 15613
    Londinium Asset Management LTD.98000 Principality of Monaco, MonacoAsset manager
    No custodian reported
    $82M
  14. 15614
    L&l Partners Wealth Management, LLCSuffern, NY · 77 clientsWealth manager
    Fidelity 100%
    $82M
  15. 15615
    Dasta Investments LLCNew York, NY · 27,037 clientsWealth managerHybridDUB Financial, LLC
    Apex Fintech 100%
    $82M
  16. 15616
    Baird Principal Group Management Company II, LLCMilwaukee, WI · 1 clientsAsset managerHybridRobert W. Baird & Co. Incorporated
    No custodian reported
    $82M
  17. 15617
    Kelly IntelligenceDenver, CO · 8 clientsAsset manager
    No custodian reported
    $82M
  18. 15618
    Betteredge Capital LLCNew York, NYAsset manager
    Citi 100%
    $81M
  19. 15619
    Collega Capital Management6 clientsWealth manager
    No custodian reported
    $81M
  20. 15620
    Hunter Michael Investment Advisors IncRichmond, VA · 40 clientsWealth manager
    No custodian reported
    $81M
  21. 15621
    Investment Advisor Group124 clientsWealth manager
    Fidelity 100%
    $81M
  22. 15622
    Colucci Wealth Management LLCBrightwaters, NY · 27 clientsWealth manager
    No custodian reported
    $81M
  23. 15623
    Mollot & Hardy, Inc.Amherst, NY · 77 clientsWealth managerHybrid
    Pershing 84%
    $81M
  24. 15624
    Nottingham Wealth Partners, Inc.Syracuse, NY · 142 clientsWealth managerBank-affiliatedHybrid
    Assetmark Brokerage 83%
    $80M
  25. 15625
    Ever Green Wealth Management, LLCVictor, NY · 363 clientsWealth manager
    Schwab 100%
    $80M
  26. 15626
    Abernathy Group II LLCNew York, NY · 34 clientsWealth managerHybrid
    Schwab 100%
    $80M
  27. 15627
    Federal PrepBohemia, NY · 637 clientsWealth manager
    Schwab 56%Fidelity 43%
    $80M
  28. 15628
    Seaport Global Asset Management LLCNew York, NY · 10 clientsPrivate fund adviserHybridLiquidity Apac PTE LTD, Liquidity Finance (hong Kong) Limited
    No custodian reported
    $80M
  29. 15629
    General Industrial Partners LLPLondon, United Kingdom · 6 clientsPrivate fund adviser
    No custodian reported
    $80M
  30. 15630
    2xideasNew York, NY · 1 clientsAsset manager
    State Street 100%
    $80M
  31. 15631
    Minerva Wealth AdvisoryNew York, NY · 35 clientsWealth manager
    Schwab 100%
    $80M
  32. 15632
    Constellation Asset Management, Inc.Fayetteville, NY · 64 clientsWealth manager
    Schwab 100%
    $79M
  33. 15633
    Queenbridge Capital, LLCPittsford, NY · 58 clientsWealth manager
    Schwab 100%
    $79M
  34. 15634
    Pathway Partners Wealth Advisors, LLCAmherst, NY · 367 clientsWealth manager
    Schwab 100%
    $79M
  35. 15635
    St. Columbanus AGTeufen, Switzerland · 9 clientsAsset manager
    DZ Privatbank (schweiz) AG 64%Bank Vontobel AG 36%
    $79M
  36. 15636
    Bruderman Private WealthLocust Valley, NY · 36 clientsWealth manager
    Schwab 100%
    $79M
  37. 15637
    Emery Partners LLCBoston, MA · 1 clientsAsset manager
    No custodian reported
    $78M
  38. 15638
    Revere Wealth Management LLCNew York, NY · 101 clientsBroker-dealer firmHybridRevere Securities LLC
    Stonex Financial 81%
    $78M
  39. 15639
    SMP Financial Planning, LLC45 clientsWealth manager
    Schwab 59%Tiaa-Cref Individual & Institutional Services 41%
    $78M
  40. 15640
    Amazz Investment Management, Inc.Williamsville, NY · 120 clientsWealth manager
    No custodian reported
    $78M

RIAs by state