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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. 16361
    Designed Wealth USA LTD.11 clientsWealth managerAffiliated broker-dealerDesigned Securities LTD.
    No custodian reported
    $5M
  2. 16362
    Alphaai Capital Management205 clientsWealth manager
    Interactive Brokers 74%Alpaca Securities 26%
    $5M
  3. 16363
    TCG Strategic Income Advisor LLCWest Palm Beach, FL · 1 clientsAsset manager
    No custodian reported
    $5M
  4. 16364
    UMB Financial Services, Inc.Kansas City, MOBroker-dealer firmHybridUMB Bank, N.A.
    No custodian reported
    $5M
  5. 16365
    Dioscuri Capital Management LLC1 clientsPrivate fund adviser
    No custodian reported
    $5M
  6. 16366
    Magnum Research Global LimitedHong Kong, Hong Kong · 20 clientsAsset manager
    No custodian reported
    $5M
  7. 16367
    Quantcore Capital Management, LLC80 clientsWealth manager
    No custodian reported
    $5M
  8. 16368
    Guepardo Investimentos LtdaSão Paulo,sp, BrazilAsset manager
    No custodian reported
    $5M
  9. 16369
    Streetbeat LLCWilmington, DE · 853 clientsWealth manager
    Alpaca Securities 77%TradePMR / Robinhood 23%
    $5M
  10. 16370
    Colomb Investment Management Company, LLCMetairie, LA · 32 clientsWealth manager
    Altruist 85%
    $5M
  11. 16371
    Prospera Funds, Inc.Isle of Palms, SC · 1 clientsAsset manager
    No custodian reported
    $5M
  12. 16372
    Marketocracy Masters Capital Management LLCNorthville, MI · 18 clientsWealth manager
    Interactive Brokers 100%
    $5M
  13. 16373
    BeriliumLake Forest, CA · 39 clientsWealth manager
    Schwab 100%
    $4M
  14. 16374
    Cystein22 clientsWealth manager
    Interactive Brokers 100%
    $4M
  15. 16375
    ClarivorWealth manager
    Schwab 70%Interactive Brokers 30%
    $4M
  16. 16376
    21shares US LLCNew York, NY · 5 clientsAsset managerHybrid
    No custodian reported
    $4M
  17. 16377
    Insight Securities, Inc.Highland Park, IL · 12 clientsBroker-dealer firmHybrid
    No custodian reported
    $4M
  18. 16378
    Tradingvalley Inc.Taipei, Taiwan, Republic of China · 168 clientsWealth managerWrap sponsor
    No custodian reported
    $4M
  19. 16379
    Oak Creek Private Wealth Management LLCTulsa, OK · 11 clientsWealth manager
    Schwab 100%
    $4M
  20. 16380
    Christmas Corporation44 clientsWealth manager
    Interactive Brokers 100%
    $4M
  21. 16381
    UP Financial USA Inc.Calgary, Alberta, CanadaWealth managerHybrid
    Schwab 100%
    $4M
  22. 16382
    Selective AdvisorsBucharest, Romania · 33 clientsWealth manager
    No custodian reported
    $4M
  23. 16383
    FinnSan Francisco, CA · 1,898 clientsWealth manager
    Alpaca Securities 100%
    $4M
  24. 16384
    IfpsHeidelberg, Germany · 27 clientsBroker-dealer firmHybrid
    No custodian reported
    $4M
  25. 16385
    PensionbeeLondon, United Kingdom · 345 clientsWealth managerWrap sponsor
    Apex Fintech 0%
    $4M
  26. 16386
    Langar Investment Management1 clientsAsset manager
    No custodian reported
    $4M
  27. 16387
    Meta Investment Management Company LLCBrooklyn, NY · 7 clientsWealth managerWrap sponsor
    Shareholders Service Group 100%
    $4M
  28. 16388
    Significance Capital Management LLCMilwaukee, WI · 1 clientsWealth manager
    U.S. Bank 100%
    $4M
  29. 16389
    Clairalpha Advisors LLCFrisco, TX · 14 clientsWealth managerHybrid
    No custodian reported
    $4M
  30. 16390
    Forester Capital Management LTDLibertyville, IL · 1 clientsAsset manager
    No custodian reported
    $4M
  31. 16391
    Save Advisers LLCHouston, TX · 200 clientsWealth manager
    No custodian reported
    $4M
  32. 16392
    Origem International Advisory LLCPorto Alegre, Rio Grande Do Sul, Brazil · 19 clientsAsset manager
    Schwab 100%
    $3M
  33. 16393
    Breakaway Independent Advisors, LLCSan Diego, CA · 5 clientsWealth manager
    Altruist 100%
    $3M
  34. 16394
    Wealthface LLCAl Maryah Island, Abu Dhabi, United Arab Emirates · 23 clientsWealth manager
    Interactive Brokers 100%
    $3M
  35. 16395
    Invex Next, LLCCoral Gables, FL · 76 clientsWealth managerHybridInvex, LLC.
    Interactive Brokers 100%
    $3M
  36. 16396
    MSA Power Funds LLCNew York, NY · 2 clientsAsset manager
    No custodian reported
    $3M
  37. 16397
    Finite Management, LLCSanta Monica, CA · 1 clientsAsset managerHybrid
    No custodian reported
    $3M
  38. 16398
    Founder Etfs LLCDallas, TX · 1 clientsAsset manager
    No custodian reported
    $3M
  39. 16399
    Golden Jade Capital Management, LLC1 clientsWealth manager
    Interactive Brokers 100%
    $3M
  40. 16400
    Marstone LLC142 clientsWealth managerWrap sponsor
    Pershing 100%
    $3M

RIAs by state