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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. 16201
    Draco EvolutionTaipei City, Taiwan, Republic of China · 1 clientsAsset manager
    No custodian reported
    $22M
  2. 16202
    K.J. Harrison & Partners (USA) Inc.Toronto, On, Canada · 5 clientsAsset managerHybridHarbourfront Wealth Management Inc., K.J. Harrison & Partners Inc.
    Morgan Stanley 100%
    $22M
  3. 16203
    Innovation Partners LLCCharlotte, NC · 26 clientsBroker-dealer firmHybrid
    No custodian reported
    $22M
  4. 16204
    Emerald Separate Account Management LLCLeola, PA · 1 clientsPrivate fund adviser
    No custodian reported
    $21M
  5. 16205
    Parco Wealth Management LLC191 clientsWealth manager
    No custodian reported
    $21M
  6. 16206
    RCP Advisors, LLCChicago, IL · 4 clientsPrivate fund adviser
    No custodian reported
    $21M
  7. 16207
    Childfree Wealth10 clientsWealth manager
    Altruist 100%
    $21M
  8. 16208
    Glass Retirement Strategies, Inc.West Bloomfield, MI · 11 clientsAsset manager
    Empower 85%
    $20M
  9. 16209
    BP Capital Fund Advisors, LLCWealth managerHybrid
    Fidelity 100%
    $20M
  10. 16210
    Financial Planning Services, Inc.Fort Lauderdale, FL · 17 clientsWealth managerHybrid
    Schwab 100%
    $20M
  11. 16211
    Taylor Frigon Family Office, LLCScottsdale, AZWealth manager
    Schwab 100%
    $20M
  12. 16212
    CNL Fund Advisors II, LLCOrlando, FL · 1 clientsPrivate fund adviserHybridCNL Securities Corp.
    No custodian reported
    $20M
  13. 16213
    GMS GroupEast Hanover, NJ · 1 clientsBroker-dealer firmHybrid
    Pershing 100%
    $20M
  14. 16214
    Icon Financial Services LLCPortland, OR · 4,178 clientsWealth managerWrap sponsor
    Apex Fintech 100%
    $20M
  15. 16215
    Robinson Investment Group Inc58 clientsWealth manager
    No custodian reported
    $20M
  16. 16216
    Alpha Growth Management LLCDelray Beach, FL · 1 clientsAsset manager
    No custodian reported
    $20M
  17. 16217
    Brendan Wood Topgun Partnerships Inc.Toronto, Canada · 1 clientsAsset manager
    No custodian reported
    $20M
  18. 16218
    Marnoa Private Wealth Counsel LTD.Waterloo,ontario, Canada · 59 clientsWealth manager
    Pershing 100%
    $19M
  19. 16219
    Rainwater Equity LLC1 clientsAsset manager
    No custodian reported
    $19M
  20. 16220
    Chanakya Capital Partners Ifsc LLPGandhinagar, Gujarat, India · 2 clientsPrivate fund adviser
    No custodian reported
    $19M
  21. 16221
    Cubetech Capital, LLCNew Territories, Hong Kong · 2 clientsWealth manager
    No custodian reported
    $19M
  22. 16222
    Ryan Heritage, LLPSaddle Brook, NJ · 1 clientsAsset manager
    J.P. Morgan 100%
    $19M
  23. 16223
    Public Advisors LLCNew York, NY · 4,521 clientsWealth managerHybridOpen TO the Public Investing, Inc.
    Apex Fintech 100%
    $19M
  24. 16224
    Kahn Brothers Asset Management CorpNew York, NY · 1 clientsPrivate fund adviserHybridKahn Brothers LLC, clears through Pershing
    No custodian reported
    $18M
  25. 16225
    MGH Asset ManagementWellington, New Zealand · 1 clientsPrivate fund adviser
    No custodian reported
    $18M
  26. 16226
    Fidelis Capital, LLCBirmingham, AL · 3 clientsPrivate fund adviserHybrid
    Schwab 100%
    $18M
  27. 16227
    Cumberland Hill Capital Management LLCDallas, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $18M
  28. 16228
    ETF Model Solutions, LLCAppleton, WI · 108 clientsWealth managerWrap sponsor
    Betterment 70%American Trust Custody 30%
    $18M
  29. 16229
    Rapid Scale LLC11 clientsPrivate fund adviser
    No custodian reported
    $18M
  30. 16230
    Public Safety Financial/gallowayMesa, AZ · 74 clientsWealth manager
    Pershing 100%
    $18M
  31. 16231
    Bloom Investment Advisors, LLCSan Francisco, CA · 71,486 clientsWealth manager
    Alpaca Securities 100%
    $18M
  32. 16232
    Archway Private Wealth LLCManchester, United Kingdom · 37 clientsWealth manager
    Pershing 40%Rl360 29%
    $17M
  33. 16233
    Atlas Capital1 clientsAsset manager
    No custodian reported
    $17M
  34. 16234
    Precidian Funds LLCNewtown, PA · 11 clientsAsset manager
    No custodian reported
    $17M
  35. 16235
    Highgate Group USA Inc.Montreal, Quebec, Canada · 20 clientsWealth managerHybridHighgate Group Inc.
    RBC 55%Interactive Brokers 45%
    $17M
  36. 16236
    Ursa Financial, LLC118 clientsWealth managerWrap sponsor
    Drivewealth 100%
    $17M
  37. 16237
    Hunter Private Capital Advisors, LLCPittsburgh, PA · 2 clientsPrivate fund adviserHybridHunter Associates Investment Management LLC
    No custodian reported
    $16M
  38. 16238
    Svof/mm, LLCSanta Monica, CA · 1 clientsPrivate fund adviserAffiliated broker-dealerBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    No custodian reported
    $16M
  39. 16239
    C4m Global Advisors LLCArlington, VA · 1 clientsPrivate fund adviserHybrid
    No custodian reported
    $16M
  40. 16240
    Fama Re.capital LtdaSao Paulo, Brazil · 4 clientsPrivate fund adviser
    No custodian reported
    $16M

RIAs by state