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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. 15761
    Build Asset ManagementJefferson City, MO · 2 clientsAsset manager
    Schwab 100%
    $65M
  2. 15762
    Goldstandard WealthMumbai, India · 39 clientsWealth manager
    Hdfc Bank 100%
    $65M
  3. 15763
    MCA Cross Border Capital Inc.Montréal, Canada · 92 clientsWealth manager
    National Bank Independent Network 72%Schwab 28%
    $65M
  4. 15764
    Mint Asset Management LLCNew York, NY · 56 clientsWealth manager
    Schwab 100%
    $65M
  5. 15765
    Hudson View Advisors, LLCCroton-On-Hudson, NY · 118 clientsWealth managerHybrid
    Schwab 100%
    $64M
  6. 15766
    Serenity Capital Advisors Inc.Pittsford, NY · 48 clientsWealth manager
    Schwab 100%
    $64M
  7. 15767
    Springdale Capital47 clientsWealth manager
    No custodian reported
    $64M
  8. 15768
    OTG Asset Management, LTD.La Paz, Bolivia · 95 clientsWealth manager
    Douglas F. Brown Financial Services 100%
    $64M
  9. 15769
    SLP WealthDurham, NC · 1,657 clientsWealth manager
    Altruist 100%
    $64M
  10. 15770
    Sloan Advisory Group, Inc.Glens Falls, NY · 32 clientsWealth manager
    Schwab 100%
    $64M
  11. 15771
    Longhorn Capital Partners, L.P.Fort Worth, TX · 1 clientsPrivate fund adviser
    Wells Fargo 100%
    $64M
  12. 15772
    MH Investment Management Inc1 clientsAsset manager
    No custodian reported
    $63M
  13. 15773
    Access Real Estate, LLCLouisville, KY · 4 clientsPrivate fund adviser
    No custodian reported
    $63M
  14. 15774
    V Delima Investments Inc19 clientsWealth manager
    No custodian reported
    $63M
  15. 15775
    Wealthunite Advisors, LLCManhasset, NY · 48 clientsWealth manager
    Utmost Wealth Solutions 37%Rl360 26%Stocktrade 24%
    $63M
  16. 15776
    VN Capital Management, LLCGreensboro, NC · 1 clientsPrivate fund adviser
    No custodian reported
    $63M
  17. 15777
    Seraphim Capital Management, LLC180 clientsWealth manager
    LPL Financial 89%
    $63M
  18. 15778
    Corinthian Partners Asset Management LLCNew York, NY · 299 clientsWealth managerHybridCorinthian Partners, L.L.C.
    RBC 100%
    $63M
  19. 15779
    BackerSan Francisco, CA · 14,482 clientsWealth manager
    No custodian reported
    $63M
  20. 15780
    Advisor Financial Services, Inc.Chatham, NY · 223 clientsWealth manager
    No custodian reported
    $63M
  21. 15781
    Leslie Marie GiordanoGarden City, NY · 153 clientsWealth manager
    Schwab 100%
    $63M
  22. 15782
    Mountain View Strategic Wealth, LLCHopewell Junction, NY · 157 clientsWealth manager
    Fidelity 100%
    $63M
  23. 15783
    Northstar Financial Advisors LLC35 clientsWealth manager
    Schwab 100%
    $62M
  24. 15784
    Truehaven CapitalFranklin, TN · 28 clientsWealth manager
    Interactive Brokers 67%Schwab 33%
    $62M
  25. 15785
    BufferlabsHenderson, NV · 1 clientsAsset manager
    No custodian reported
    $62M
  26. 15786
    USA Mutuals Advisors, Inc.Concord, MA · 2 clientsAsset manager
    No custodian reported
    $62M
  27. 15787
    Birch Wealth ManagementRome, NY · 176 clientsWealth manager
    Schwab 100%
    $62M
  28. 15788
    Torma Capital LLPLondon, United Kingdom · 3 clientsAsset manager
    BNY 100%
    $62M
  29. 15789
    Salient Advisors, L.P.Dallas, TX · 1 clientsAsset managerHybridSalient Capital L.P.
    No custodian reported
    $62M
  30. 15790
    RCM Robinson Capital Management LLCSacramento, CA · 9 clientsAsset managerHybrid
    U.S. Bank 100%
    $62M
  31. 15791
    Capsigma Investment Partners LtdaSao Paulo, SP, Brazil · 3 clientsAsset manager
    BNY 100%
    $62M
  32. 15792
    Gruenstein Investments LLC5 clientsWealth manager
    Pershing 100%
    $61M
  33. 15793
    Harwood Capital LLPLondon, United Kingdom · 28 clientsAsset manager
    No custodian reported
    $61M
  34. 15794
    Hawks Point Capital Partners LLCRye Brook, NY · 2 clientsAsset manager
    No custodian reported
    $61M
  35. 15795
    Sbauer Funds, LLCCarmel, IN · 1 clientsAsset manager
    No custodian reported
    $61M
  36. 15796
    Philadelphia Partners Capital Management, LLCBala Cynwyd, PA · 89 clientsWealth managerHybridChapin Davis, Inc
    No custodian reported
    $61M
  37. 15797
    Anchor Capital Management, LLCIthaca, NY · 70 clientsWealth manager
    Schwab 93%
    $61M
  38. 15798
    Rail Splitter Capital Advisers, LLCChicago, IL · 3 clientsAsset manager
    BNY 100%
    $61M
  39. 15799
    Iqcio LLCNew York, NY · 4 clientsAsset managerHybrid
    No custodian reported
    $61M
  40. 15800
    GST Management, LLC1 clientsAsset manager
    No custodian reported
    $61M

RIAs by state