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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. 16481
    Sandlot Private Wealth LLCOrem, UT · 5 clientsWealth manager
    No custodian reported
    $305K
  2. 16482
    PMC Wealth, LLCClarence, NYWealth manager
    Schwab 100%
    $280K
  3. 16483
    Hudson House Capital IncorporatedLondon, United KingdomWealth manager
    Schwab 100%
    $280K
  4. 16484
    Sanostro AGZUG, Switzerland · 5 clientsWealth manager
    Binance 100%
    $260K
  5. 16485
    Mostt Inc.Sherman Oaks, CA · 1,230 clientsWealth manager
    No custodian reported
    $254K
  6. 16486
    Greenwood Investment Advisors, LLCAtlanta, GA · 3,818 clientsWealth manager
    No custodian reported
    $229K
  7. 16487
    Daba Advisors LLCMiami, FL · 137 clientsWealth manager
    BOA Capital Securities 100%
    $228K
  8. 16488
    L & B Realty Advisors, LLPDallas, TX · 12 clientsPrivate fund adviser
    No custodian reported
    $219K
  9. 16489
    Munifi, LLCHermosa Beach, CA · 7 clientsWealth manager
    Apex Fintech 100%
    $198K
  10. 16490
    Resource Capital Management, LLCReno, NV · 1 clientsWealth manager
    Wells Fargo 100%
    $180K
  11. 16491
    Strategic International2 clientsWealth manager
    Interactive Brokers 100%
    $177K
  12. 16492
    Exds CapitalWealth manager
    No custodian reported
    $172K
  13. 16493
    Shikhara Capital (hong Kong) Private Limited (company)Hong Kong, Hong Kong · 5 clientsPrivate fund adviser
    No custodian reported
    $164K
  14. 16494
    Path Digital Advisors, LLCChicago, IL · 1 clientsWealth manager
    No custodian reported
    $150K
  15. 16495
    Manzil Investment Advisors, LLC94 clientsWealth managerBank-affiliated
    No custodian reported
    $147K
  16. 16496
    Bulltick4u Advisor, LLCMiami, FL · 5 clientsWealth managerHybridBulltick, LLC, clears through Pershing
    Interactive Brokers 100%
    $143K
  17. 16497
    WingNewport Beach, CA · 23 clientsWealth managerWrap sponsor
    Apex Fintech 100%
    $128K
  18. 16498
    Pioneer Administrative Services LTDHerzliya Pituach, Tel Aviv, Israel · 1 clientsWealth manager
    Bank Julius BAR & Co.ag 100%
    $105K
  19. 16499
    Axxes Advisors LLCCoral Gables, FL · 1 clientsAsset managerHybrid
    No custodian reported
    $100K
  20. 16500
    Vega Capital Partners LLC1 clientsAsset managerHybrid
    No custodian reported
    $100K
  21. 16501
    Champion Capital LLCGreenwood, CO · 1 clientsAsset manager
    No custodian reported
    $100K
  22. 16502
    Zero Labs Inc.San Francisco, CA · 125 clientsWealth manager
    No custodian reported
    $100K
  23. 16503
    Wealth More Enterprise, Inc.Philadelphia, PA · 89 clientsWealth managerWrap sponsor
    Apex Fintech 100%
    $100K
  24. 16504
    Pioneer Advisory LLCJersey City, NJ · 88 clientsWealth manager
    No custodian reported
    $95K
  25. 16505
    Borabond, LLCFramingham, MA · 207 clientsWealth manager
    Standard Bank 100%
    $83K
  26. 16506
    Wealthmeup Advisors LLCNew York, NY · 42 clientsWealth manager
    Betterment 100%
    $76K
  27. 16507
    Savvly AdvisorBoulder, CO · 2 clientsPrivate fund adviser
    No custodian reported
    $75K
  28. 16508
    SocialtraderSan Diego, CA · 31 clientsWealth manager
    Interactive Brokers 100%
    $73K
  29. 16509
    BinvestingHouston, TX · 6 clientsWealth managerBank-affiliatedHybridBanorte Securities International LTD, Casa De Bolsa Banorte, S.A. De C.V., clears through Pershing
    Pershing 100%
    $52K
  30. 16510
    Arnie Advisors LLC1 clientsAsset manager
    Interactive Brokers 100%
    $52K
  31. 16511
    Autonomous Wealth Management LLCBrooklyn, NY · 15 clientsWealth manager
    No custodian reported
    $46K
  32. 16512
    Candlestick AI200 clientsWealth manager
    Alpaca Securities 100%
    $40K
  33. 16513
    VantarNew York, NY · 250 clientsWealth managerHybrid
    No custodian reported
    $40K
  34. 16514
    Matty AI Inc.Greenville, SC · 135 clientsWealth manager
    Alpaca Securities 100%
    $39K
  35. 16515
    Omen Advisory, LLCNew York, NY · 94 clientsWealth manager
    Alpaca Securities 100%
    $36K
  36. 16516
    Antigravity Investments2 clientsWealth manager
    Altruist 100%
    $35K
  37. 16517
    Amaltash Advisors16 clientsWealth manager
    Alpaca Securities 100%
    $34K
  38. 16518
    Cagr Finance LLCLewes, DEWealth manager
    Interactive Brokers 100%
    $32K
  39. 16519
    LET BOB Advisory, LLC249 clientsWealth manager
    No custodian reported
    $29K
  40. 16520
    Wealthie AdvisorsBrooklyn, NY · 104 clientsWealth manager
    Rqd* Clearing 100%
    $27K

RIAs by state