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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. 16401
    Qualivian Investment Partners3 clientsPrivate fund adviser
    No custodian reported
    $3M
  2. 16402
    Verecan Asset Management Inc.Halifax, Nova Scotia, Canada · 10 clientsWealth manager
    Schwab 100%
    $3M
  3. 16403
    American Expats in Europe LTD.19 clientsWealth managerHybrid
    RBC 100%
    $3M
  4. 16404
    Namsoft Advisors, LLC14 clientsWealth manager
    No custodian reported
    $3M
  5. 16405
    WhaleChicago, IL · 3,006 clientsWealth manager
    Alpaca Securities 100%
    $3M
  6. 16406
    Onward Advisors LLCPasadena, CAWealth managerHybridLightspeed Financial Services Group LLC, Trigon DOM Maklerski SPA (TDM), clears through Interactive Brokers, Wedbush
    No custodian reported
    $3M
  7. 16407
    Penserra Wealth ManagementOrinda, CA · 8 clientsWealth managerHybridPenserra Securities, LLC
    Schwab 100%
    $3M
  8. 16408
    Worth Charting LLCNew York, NY · 1 clientsAsset manager
    No custodian reported
    $3M
  9. 16409
    Bryan Advisory Services, LLCCanonsburg, PA · 20 clientsAsset manager
    No custodian reported
    $2M
  10. 16410
    StackwellBoston, MA · 3,924 clientsWealth manager
    Apex Fintech 100%
    $2M
  11. 16411
    NED Davis Research, Inc.Sarasota, FL · 1,577 clientsAsset manager
    Schwab 100%
    $2M
  12. 16412
    Fingage Advisors LLC5 clientsWealth manager
    Broadridge Matrix 84%
    $2M
  13. 16413
    MagnifiBoulder, CO · 7,648 clientsWealth manager
    Apex Fintech 100%
    $2M
  14. 16414
    AI FundsSausalito, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $2M
  15. 16415
    I-Cthru Inc.8 clientsWealth manager
    Interactive Brokers 100%
    $2M
  16. 16416
    SavvyfiFranklin, TN · 307 clientsWealth manager
    No custodian reported
    $2M
  17. 16417
    Advisifi LLCSt Petersburg, FL · 134 clientsAsset managerHybridInvestifi Securities LLC
    Rqd* Clearing 100%
    $2M
  18. 16418
    EL Castillo Investments22 clientsWealth manager
    No custodian reported
    $2M
  19. 16419
    Swiss Alpine Wealth Management LLC6 clientsWealth manager
    Schwab 89%
    $2M
  20. 16420
    Insight Advisors, LLCLos Angeles, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $2M
  21. 16421
    Futuremoney RIAManchester, NH · 35,072 clientsWealth managerWrap sponsor
    No custodian reported
    $2M
  22. 16422
    Branson Fowlkes Russell IncHouston, TX · 1 clientsWealth manager
    No custodian reported
    $2M
  23. 16423
    Nemo Capital10 clientsWealth manager
    Interactive Brokers 100%
    $2M
  24. 16424
    Hexis Capital ManagementLondon, United Kingdom · 1 clientsAsset manager
    No custodian reported
    $2M
  25. 16425
    TO One Asset ManagementHr-10000 Zagreb, CroatiaAsset manager
    No custodian reported
    $2M
  26. 16426
    BVB and Partners S.A.Geneva, SwitzerlandWealth manager
    Bank Vontobel 62%EFG Bank 38%
    $2M
  27. 16427
    Dignum ET JustumSaint Augustine, FL · 1 clientsWealth manager
    No custodian reported
    $2M
  28. 16428
    Pmadvisers4 clientsWealth manager
    No custodian reported
    $2M
  29. 16429
    The Zillennial Advisors61 clientsWealth manager
    No custodian reported
    $1M
  30. 16430
    Procapita Partners, LLCNew York, NY · 14 clientsWealth manager
    No custodian reported
    $1M
  31. 16431
    Wolverine Investment Advisors, LLCAtlanta, GA · 9 clientsWealth manager
    Interactive Brokers 100%
    $1M
  32. 16432
    ElphinstoneNew York, NY · 579 clientsWealth managerWrap sponsorHybrid
    No custodian reported
    $1M
  33. 16433
    Maat Investment Group GmbhMunich, Germany · 6 clientsWealth manager
    Interactive Brokers 100%
    $1M
  34. 16434
    Colab CapitalSt. George, UTWealth manager
    No custodian reported
    $1M
  35. 16435
    Baird Venture Partners Management Company III, LLCMilwaukee, WI · 3 clientsPrivate fund adviserHybridRobert W. Baird & Co. Incorporated
    No custodian reported
    $1M
  36. 16436
    OIA LTD12 clientsWealth manager
    No custodian reported
    $1M
  37. 16437
    CCM New Opportunities, LLCMerriam, KSPrivate fund adviser
    UMB Bank 100%
    $1M
  38. 16438
    Allvet Financial117 clientsWealth manager
    Altruist 100%
    $1M
  39. 16439
    Asesordeinversiones.com LTDRoad Town, Tortola, British Virgin IslandsAsset manager
    Apex Fintech 74%Stonex Financial 26%
    $1M
  40. 16440
    Portia Investment Advsors LTDLondon, United KingdomWealth manager
    No custodian reported
    $1M

RIAs by state