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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. 15801
    J. Mandwelle Capital Management143 clientsWealth manager
    Schwab 100%
    $61M
  2. 15802
    Grayscale AdvisorsStamford, CT · 8 clientsAsset managerHybridGrayscale Securities, LLC
    No custodian reported
    $61M
  3. 15803
    Centralis Capital LLCPrairie Village, KS · 1 clientsPrivate fund adviser
    No custodian reported
    $60M
  4. 15804
    Blackstone Real Estate Advisors V L.P.New York, NY · 4 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    No custodian reported
    $60M
  5. 15805
    Goldiron GP LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $60M
  6. 15806
    R & R Financial Planners, Inc.East Meadow, NY · 232 clientsWealth managerHybridRNR Securities, L.L.C.
    No custodian reported
    $60M
  7. 15807
    Richmond Quantitative Advisors, LLC46 clientsAsset manager
    Interactive Brokers 100%
    $60M
  8. 15808
    Collective Wealth Partners, LLCAtlanta, GA · 209 clientsWealth manager
    Schwab 100%
    $60M
  9. 15809
    Liberty Wealth ManagersNew York, NY · 114 clientsWealth manager
    Novia Global 51%Rl360 49%
    $60M
  10. 15810
    CWM Partners, LLC4 clientsWealth manager
    Schwab 100%
    $60M
  11. 15811
    Quantel Asset Management LLCNew York, NY · 134 clientsWealth manager
    Interactive Brokers 72%Schwab 28%
    $60M
  12. 15812
    Munakata Associates LLC6 clientsWealth manager
    Merrill / Bank of America 76%UBS 24%
    $59M
  13. 15813
    AWM Global AdvisorsSan Diego, CA · 73 clientsWealth managerBank-affiliated
    Interactive Brokers 100%
    $59M
  14. 15814
    Swiss Finance Management International SAGeneva, Switzerland · 33 clientsWealth manager
    No custodian reported
    $59M
  15. 15815
    Argus Equity Partners, LLC177 clientsWealth manager
    Schwab 99%
    $59M
  16. 15816
    Wyser-Pratte Management Co., Inc.Bedford Hills, NY · 3 clientsPrivate fund adviser
    Jefferies 100%
    $59M
  17. 15817
    Capital Insights Group of WNY, LLC.Buffalo, NY · 128 clientsWealth manager
    Schwab 100%
    $59M
  18. 15818
    Firsthand Capital Management, Inc.San Jose, CA · 3 clientsAsset managerHybrid
    No custodian reported
    $59M
  19. 15819
    Northern Pacific Growth Investment Advisors, LLCMinneapolis, MN · 3 clientsPrivate fund adviser
    No custodian reported
    $59M
  20. 15820
    Northern Pacific Group, L.P.Minneapolis, MN · 4 clientsPrivate fund adviser
    No custodian reported
    $59M
  21. 15821
    Helianth Investment Management LLCPort Chester, NY · 15 clientsWealth manager
    Schwab 100%
    $58M
  22. 15822
    Mutual Trust Asset Mgmt., Inc.Tampa, FL · 120 clientsWealth managerHybridCalton & Associates, Inc.
    Hilltop Securities 69%Schwab 31%
    $58M
  23. 15823
    Transglobal Advisory, LLCMonrovia, CA · 193 clientsWealth managerHybridGlobalink Securities, Inc., clears through Interactive Brokers, Wedbush
    Schwab 100%
    $58M
  24. 15824
    Truck CapitalNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $58M
  25. 15825
    My Prosper TeamLehi, UT · 438 clientsPrivate fund adviser
    Goldman Sachs 77%Schwab 23%
    $58M
  26. 15826
    Catalyst International Advisors LLCSan Juan, PR · 1 clientsPrivate fund adviserHybridALT Fund Distributors LLC
    No custodian reported
    $58M
  27. 15827
    Kailai Advisers LTD.Los Angeles, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $58M
  28. 15828
    Hafele InvestmentsLouisville, KY · 9 clientsPrivate fund adviser
    No custodian reported
    $58M
  29. 15829
    Amplify Endowment Management, LLC2 clientsAsset manager
    Interactive Brokers 100%
    $58M
  30. 15830
    One Hopper Asset ManagementUtica, NY · 66 clientsWealth managerHybrid
    Fidelity 100%
    $58M
  31. 15831
    Princeton Value Partners LLCNew York, NY · 31 clientsAsset manager
    Interactive Brokers 100%
    $57M
  32. 15832
    Emeth Value Capital, LLCNew Orleans, LA · 37 clientsWealth manager
    Interactive Brokers 100%
    $57M
  33. 15833
    Network Investment Advisors IncorporatedCommack, NY · 118 clientsWealth managerHybrid
    No custodian reported
    $57M
  34. 15834
    Embark Wealth Management, LLCTempe, AZ · 369 clientsWealth manager
    Altruist 100%
    $57M
  35. 15835
    Newoak Asset Management LLCNew York, NY · 3 clientsAsset managerHybridNewoak Capital Markets LLC
    No custodian reported
    $57M
  36. 15836
    Jubarte Asset Management Ltda.Sao Paulo, Sao Paulo, Brazil · 5 clientsPrivate fund adviser
    No custodian reported
    $57M
  37. 15837
    Paulo Financial Advisors, LLC36 clientsWealth manager
    Fidelity 100%
    $57M
  38. 15838
    PT Capital Advisors, LLCAnchorage, AK · 11 clientsPrivate fund adviser
    No custodian reported
    $57M
  39. 15839
    Sims Capital Management LLCMilwaukee, WI · 17 clientsAsset manager
    Schwab 100%
    $56M
  40. 15840
    Moment Advisors, LLCNew York, NY · 25 clientsAsset managerHybridArchitect Securities LLC, Moment Markets, LLC
    Apex Fintech 100%
    $56M

RIAs by state