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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. 15921
    Byron Place Capital Management, LLCMetuchen, NJ · 39 clientsWealth manager
    Interactive Brokers 100%
    $48M
  2. 15922
    Brandon Hill Wealth Management, LLC19 clientsWealth manager
    Schwab 72%J.P. Morgan 28%
    $48M
  3. 15923
    Southwestern Money Management LLCSan Antonio, TX · 19 clientsWealth manager
    No custodian reported
    $48M
  4. 15924
    American Wealth Administration Group LLCGlen Cove, NY · 167 clientsWealth manager
    Fidelity 100%
    $48M
  5. 15925
    Best Life Infinity, LLCColorado Springs, CO · 110 clientsWealth manager
    Interactive Brokers 100%
    $48M
  6. 15926
    Beck Asset Management SAZurich, Switzerland · 24 clientsWealth manager
    Bank Vontobel AG 55%DZ Privatbank (schweiz) AG 44%
    $48M
  7. 15927
    CNL Residential Credit ManagerOrlando, FL · 1 clientsPrivate fund adviserHybridCNL Securities Corp.
    No custodian reported
    $48M
  8. 15928
    Dubeau Capital USA Inc.Quebec City, Quebec, Canada · 11 clientsWealth managerHybridDubeau Capital & Co LTD
    Interactive Brokers 100%
    $48M
  9. 15929
    B. Riley Wealth Private SharesMemphis, TN · 8 clientsPrivate fund adviserHybridB. Riley Securities, Inc., B. Riley Wealth Management, Inc., clears through National Financial Services (Fidelity)
    No custodian reported
    $48M
  10. 15930
    ASA Asset Management LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $48M
  11. 15931
    Cadogan ParkVancouver, B.C., Canada · 76 clientsWealth manager
    No custodian reported
    $47M
  12. 15932
    Hilbert 8, LLCNew York, NY · 24 clientsWealth manager
    Morgan Stanley 71%Stonex Financial 29%
    $47M
  13. 15933
    Davis Capital Advisors, LLCNew York, NY · 60 clientsWealth managerWrap sponsorHybridDavis Securities LLC
    Interactive Brokers 100%
    $47M
  14. 15934
    Golden Eagle Capital Advisors, Inc.Dubai, United Arab Emirates · 29 clientsAsset managerAffiliated broker-dealerGolden Eagle Securities, Inc.
    Stonex Financial 100%
    $47M
  15. 15935
    Just FuturesSan Francisco, CA · 172 clientsAsset manager
    Vestwell Trust 59%Schwab 35%
    $47M
  16. 15936
    CBF Advisors, LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $47M
  17. 15937
    Cambridge Advisors, LLCWilliamsville, NY · 61 clientsWealth manager
    Schwab 100%
    $47M
  18. 15938
    Glassman Wealth Management LLC25 clientsWealth manager
    Schwab 100%
    $46M
  19. 15939
    Boerum Hill Financial Advisors LLCBrooklyn, NY · 87 clientsWealth manager
    Schwab 100%
    $46M
  20. 15940
    Seaport Global Advisors, LLCBoston, MA · 1 clientsAsset manager
    No custodian reported
    $46M
  21. 15941
    Investire LLCBuenos Aires, Argentina · 132 clientsWealth manager
    Interactive Brokers 100%
    $46M
  22. 15942
    Integrity Advisory Partners LLCNew York, NY · 40 clientsWealth manager
    Schwab 100%
    $46M
  23. 15943
    Sphinx Investments LLC126 clientsWealth manager
    No custodian reported
    $46M
  24. 15944
    Insights InvestmentsPalo Alto, CA · 33,896 clientsWealth managerWrap sponsor
    Alpaca Securities 56%Interactive Brokers 44%
    $46M
  25. 15945
    Heritage Strategic Wealth, LLCCary, IL · 27 clientsWealth manager
    Schwab 100%
    $46M
  26. 15946
    Unest Advisers, LLCLaramie, WY · 20,394 clientsWealth managerWrap sponsorHybridUnest Securities, LLC
    Apex Fintech 100%
    $46M
  27. 15947
    Quantessence Capital1 clientsAsset manager
    Morgan Stanley 100%
    $45M
  28. 15948
    Galapagos Global Capital Management LLCMiami, FL · 4 clientsPrivate fund adviserAffiliated broker-dealerGalapagos Capital Distribuidora De Titulos E Valores Mobiliarios S.A.
    No custodian reported
    $45M
  29. 15949
    Capra Ibex Credit Opportunities, LLCNew York, NY · 2 clientsAsset manager
    UBS 100%
    $45M
  30. 15950
    Capra Credit Management, LLCNew York, NY · 2 clientsAsset manager
    UBS 100%
    $45M
  31. 15951
    Coastal Wealth ManagementNew York, NY · 32 clientsWealth manager
    Altruist 100%
    $45M
  32. 15952
    Lincoln Park Capital LLCOlean, NY · 65 clientsWealth manager
    No custodian reported
    $45M
  33. 15953
    King Ridge Capital Advisors, LLC2 clientsAsset manager
    No custodian reported
    $45M
  34. 15954
    Bryden-Abrams Investment Management LLCNew York, NY · 10 clientsWealth manager
    Morgan Stanley 100%
    $45M
  35. 15955
    Puissance Capital Management LP1 clientsWealth managerHybridAngel Pond Capital LLC
    No custodian reported
    $45M
  36. 15956
    JQL Wealth21 clientsWealth manager
    No custodian reported
    $45M
  37. 15957
    Elkwater CapitalNew York, NY · 4 clientsPrivate fund adviser
    Interactive Brokers 100%
    $45M
  38. 15958
    Nordwand Investments, LLCRadnor, PA · 4 clientsPrivate fund adviser
    No custodian reported
    $45M
  39. 15959
    Savvi Financial LLCWaltham, MA · 136 clientsWealth managerPublic-company ownedHybrid
    Schwab 100%
    $45M
  40. 15960
    Ebco Trustee Services LTD Liab. Co.Chiasso, Ticino, Switzerland · 18 clientsWealth manager
    EFG International 41%Morgan Stanley 39%
    $45M

RIAs by state