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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. 16161
    Beagle Invest2,512 clientsWealth manager
    Apex Fintech 100%
    $26M
  2. 16162
    Wealth2b32,225 clientsWealth manager
    Alpaca Securities 100%
    $26M
  3. 16163
    Investall, Inc.New York, NY · 6,999 clientsWealth manager
    Morgan Stanley 82%
    $26M
  4. 16164
    Nexadvisors, LLCDallas, TX · 6 clientsWealth managerBank-affiliatedAffiliated broker-dealerNexbank Securities Inc, Nexpoint Securities, Inc.
    Pershing 74%Axos 24%
    $26M
  5. 16165
    Triaxx Asset Management LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $26M
  6. 16166
    First GlobalNorth Harrow, Middx, United Kingdom · 746 clientsWealth managerAffiliated broker-dealerFirst Global Stockbroking PVT. LTD.
    Interactive Brokers 100%
    $26M
  7. 16167
    Xcellerant Ventures, LLCScottsdale, AZ · 2 clientsPrivate fund adviser
    No custodian reported
    $26M
  8. 16168
    BZ Wealth Advisors, LLCLittleton, CO · 34 clientsWealth manager
    Schwab 100%
    $26M
  9. 16169
    Simco FinancialCanandaigua, NY · 24 clientsAsset manager
    No custodian reported
    $26M
  10. 16170
    Dantes Outlook20 clientsWealth manager
    No custodian reported
    $26M
  11. 16171
    Elevate Planners44 clientsWealth managerWrap sponsor
    No custodian reported
    $26M
  12. 16172
    Derryrush WealthWest Sayville, NY · 31 clientsWealth manager
    Schwab 100%
    $26M
  13. 16173
    Trowbridge Capital Partners LLC.4 clientsWealth managerBank-affiliated
    Schwab 63%Interactive Brokers 37%
    $26M
  14. 16174
    MAP Funds Management, LLCMarblehead, MA · 1 clientsPrivate fund adviser
    No custodian reported
    $26M
  15. 16175
    Finiat, LLCMount Dora, FL · 1 clientsAsset manager
    No custodian reported
    $26M
  16. 16176
    Blacksand Capital Management I, LLCHonolulu, HI · 2 clientsPrivate fund adviser
    No custodian reported
    $25M
  17. 16177
    FruitfulNew York, NY · 351 clientsWealth manager
    Apex Fintech 100%
    $25M
  18. 16178
    Allies Capital ManagementNew York, NY · 1 clientsAsset managerHybrid
    No custodian reported
    $25M
  19. 16179
    Oak Tree Advisory Services Inc40 clientsWealth manager
    No custodian reported
    $25M
  20. 16180
    Tall Pines Capital, LLCOak Brook, IL · 63 clientsWealth managerWrap sponsor
    Schwab 100%
    $25M
  21. 16181
    Christensen Group Financial, LLCEden Prairie, MN · 270 clientsWealth manager
    Altruist 100%
    $25M
  22. 16182
    Fund Asset ManagersReno, NV · 4 clientsPrivate fund adviser
    No custodian reported
    $25M
  23. 16183
    Worldline Capital PTE. LTD.Hong Kong, Hong Kong · 1 clientsAsset manager
    No custodian reported
    $24M
  24. 16184
    Bullet Ventures Management LTD1 clientsPrivate fund adviser
    No custodian reported
    $24M
  25. 16185
    Gunn Wealth Management LLC100 clientsWealth manager
    No custodian reported
    $24M
  26. 16186
    GBG Wealth Management LLCLone Tree, CO · 31 clientsWealth manager
    Fidelity 100%
    $24M
  27. 16187
    LFN Advisors Inc.Muskegon, MI · 179 clientsWealth manager
    Schwab 95%
    $24M
  28. 16188
    Rhizome Capital Management LLC4 clientsWealth manager
    Interactive Brokers 100%
    $24M
  29. 16189
    Pacific Harbor Holdings, LimitedHong Kong, Hong Kong · 1 clientsPrivate fund adviser
    No custodian reported
    $23M
  30. 16190
    Richline Capital Management Inc.Markham, Ontario, Canada · 28 clientsWealth manager
    Interactive Brokers 100%
    $23M
  31. 16191
    Greenwood Pine PartnersMemphis, TN · 2 clientsAsset managerHybrid
    Northern Trust 100%
    $23M
  32. 16192
    Albert Investments, LLCSanta Barbara, CA · 209,650 clientsWealth managerWrap sponsorHybridAlbert Securities, LLC, clears through Apex Clearing
    Apex Fintech 100%
    $23M
  33. 16193
    IRM Management12 clientsWealth manager
    Schwab 100%
    $23M
  34. 16194
    Legacy Cornerstone Wealth LLCPeoria, AZ · 181 clientsWealth manager
    Schwab 62%American Funds & Trusts Incorporated 38%
    $22M
  35. 16195
    Moma InternationalPorto Alegre, Rio Grande Do Sul, Brazil · 48 clientsAsset manager
    Merrill / Bank of America 49%Morgan Stanley 27%Schwab 25%
    $22M
  36. 16196
    Baird Principal Group Management Company I, LLCMilwaukee, WI · 1 clientsAsset managerHybridRobert W. Baird & Co. Incorporated
    No custodian reported
    $22M
  37. 16197
    Passive Management LLCNew York, NY · 116 clientsWealth manager
    TradePMR / Robinhood 93%
    $22M
  38. 16198
    Iqvestment, LLC235 clientsAsset manager
    Drivewealth 100%
    $22M
  39. 16199
    Prce Management LLCAlpharetta, GA · 1 clientsPrivate fund adviserHybridFirst Southern, LLC
    No custodian reported
    $22M
  40. 16200
    RM Investment Strategies, LLCGrand Rapids, MIAsset manager
    Schwab 100%
    $22M

RIAs by state