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Est. 2026The front page of wealth managementNew York

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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. 16521
    Valur Robo AdvisorsNew York, NY · 14 clientsWealth manager
    Schwab 100%
    $27K
  2. 16522
    Esmeb IncWealth manager
    No custodian reported
    $26K
  3. 16523
    Echo Financial Advisors, LLC2 clientsWealth manager
    No custodian reported
    $24K
  4. 16524
    RewbixAustin, TX · 5 clientsWealth manager
    Interactive Brokers 0%Alpaca Securities 0%
    $20K
  5. 16525
    TE Advisors LLCQuincy, MA · 13 clientsWealth managerHybridTapp Engine Securities, LLC
    No custodian reported
    $11K
  6. 16526
    Quantca FinancialEdmonds, WA · 2 clientsWealth manager
    Interactive Brokers 100%
    $10K
  7. 16527
    Croboearn10 clientsWealth manager
    No custodian reported
    $10K
  8. 16528
    NestvstSugar Land, TX · 5 clientsWealth manager
    Alpaca Securities 100%
    $7K
  9. 16529
    Talkabouthealth DBA Advizmo7 clientsWealth manager
    No custodian reported
    $5K
  10. 16530
    EL Menudo Cuenta LLCMiami, FL · 11 clientsWealth managerWrap sponsor
    Interactive Brokers 100%
    $4K
  11. 16531
    Crecer20 clientsWealth managerWrap sponsor
    No custodian reported
    $4K
  12. 16532
    Mary & PIP7 clientsWealth managerWrap sponsor
    Alpaca Securities 100%
    $2K
  13. 16533
    Musaffa LLCNew York, NYWealth manager
    No custodian reported
    $2K
  14. 16534
    Illuminate10 clientsWealth managerWrap sponsor
    Interactive Brokers 100%
    $2K
  15. 16535
    Fivancial Advisors, Inc.Dallas, TX · 96 clientsWealth manager
    No custodian reported
    $1K
  16. 16536
    Wealthyx5 clientsWealth managerWrap sponsorHybridKapitall Generation, LLC
    Rhode Island Higher Education Savings Trust (rihest) 100%
    $1K
  17. 16537
    Vest Wealth Inc.4 clientsWealth managerHybridNorthbound Securities LLC
    No custodian reported
    $0K
  18. 16538
    Kraken Adviser LLCFort Lauderdale, FL · 9 clientsWealth managerHybridKraken Securities LLC
    No custodian reported
    $0K
  19. 16539
    Endowe Advisory LLCSan Jose, CA · 3 clientsWealth manager
    Interactive Brokers 100%
    $0K
  20. 16540
    Xoomfi AdvisorsSan Jose, CA · 3 clientsWealth manager
    No custodian reported
    $0K
  21. 16541
    Asal InvestArlington, VA · 4 clientsWealth manager
    No custodian reported
    $0K
  22. 16542
    ANT Money AdvisorsNewport Beach, CA · 5 clientsWealth managerWrap sponsor
    No custodian reported
    $0K
  23. 16543
    AFT US Capital LLCSan Francisco, CA · 5 clientsAsset manager
    Atomic Brokerage 100%
    $0K
  24. 16544
    Broad Investment Securities LLCBeijing, China · 2 clientsWealth manager
    No custodian reported
    $0K
  25. 16545
    Nextmove Capital Inc.Wealth managerWrap sponsor
    Alpaca Securities 100%
    $0K
  26. 16546
    VestieDallas, TX · 2 clientsWealth manager
    No custodian reported
    $0K
  27. 16547
    PantheonSan Francisco, CA · 10 clientsPrivate fund adviserHybridPantheon Securities, LLC
    No custodian reported
    $0K
  28. 16548
    Penserra Global Investors LLCOrinda, CAAsset managerHybridPenserra Securities, LLC
    No custodian reported
    $0K
  29. 16549
    Zacks Intelligence LLCChicago, IL · 1 clientsWealth managerHybridLbmz Securities, Inc., clears through Interactive Brokers
    Schwab 0%Fidelity 0%
    $0K
  30. 16550
    Alka Partners, LLCFarmers Branch, TX · 1 clientsAsset manager
    No custodian reported
    $0K
  31. 16551
    Atlas Square Partners(hk) LimitedHong Kong, Hong Kong · 1 clientsAsset manager
    Morgan Stanley 100%
    $0K
  32. 16552
    Deutsche Bank Securities Inc.New York, NYBroker-dealer firmHybridDWS Distributors, Inc., Deutsche Bank AG
    No custodian reported
    $0
  33. 16553
    Northwestern Mutual Investment Services,llcMilwaukee, WI · 1 clientsBroker-dealer firmHybrid
    No custodian reported
    $0
  34. 16554
    Neuberger Berman BD LLCNew York, NYBroker-dealer firmHybrid
    No custodian reported
    $0
  35. 16555
    AON Securities LLCChicago, ILBroker-dealer firmHybridAON Securities (hong Kong) Limited, AON Securities Limited
    No custodian reported
    $0
  36. 16556
    Federated Securities Corp.Pittsburgh, PABroker-dealer firmHybrid
    No custodian reported
    $0
  37. 16557
    Charles Schwab & Co., Inc.San Francisco, CABroker-dealer firmHybridCharles Schwab SG PTE. LTD., Charles Schwab, Hong Kong, Limited
    No custodian reported
    $0
  38. 16558
    Usaa Investment Services CompanySan Antonio, TX · 2,635 clientsBroker-dealer firmHybrid
    No custodian reported
    $0
  39. 16559
    Pruco Securities, LLCNewark, NJBroker-dealer firmHybridPrudential Annuities Distributors, Inc, Prudential Investment Management Services LLC
    No custodian reported
    $0
  40. 16560
    Capital Client Group, Inc.Los Angeles, CABroker-dealer firmHybrid
    No custodian reported
    $0

RIAs by state