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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. 16601
    Brookstone Wealth Advisors, LLCWheaton, ILAsset managerHybrid
    No custodian reported
    $0
  2. 16602
    NEA Member BenefitsGaithersburg, MD · 103,368 clientsAsset managerHybrid
    No custodian reported
    $0
  3. 16603
    Highland Capital Advisors, LLCIssaquah, WA · 133 clientsAsset manager
    No custodian reported
    $0
  4. 16604
    Client-Centered Cross-Border Private Wealth AdvisoryKhlong Tan, Khlong Toei, Bangkok, Thailand · 44 clientsAsset manager
    No custodian reported
    $0
  5. 16605
    Live Oak Family Offices LLCAsset manager
    No custodian reported
    $0
  6. 16606
    Trading CentralParis, France · 22 clientsAsset manager
    No custodian reported
    $0
  7. 16607
    Third Stage Investment Group, LLCBellevue, WAAsset manager
    No custodian reported
    $0
  8. 16608
    Lockton Investment Advisors, LLCOverland Park, KSAsset managerHybridLockton Investment Securities, LLC
    No custodian reported
    $0
  9. 16609
    Remotiv / Financial SoundingsCoconut Grove, FL · 18 clientsAsset manager
    No custodian reported
    $0
  10. 16610
    Isectors, LLCAppleton, WIAsset manager
    No custodian reported
    $0
  11. 16611
    Riverrock Asset Management LLCHouston, TXAsset manager
    No custodian reported
    $0
  12. 16612
    National Real Estate AdvisorsWashington, DC · 8 clientsAsset manager
    No custodian reported
    $0
  13. 16613
    Sanders Booze Capital Advisors, LLCOverland Park, KSAsset manager
    No custodian reported
    $0
  14. 16614
    Strategic Asset AllianceBellevue, WA · 20 clientsAsset manager
    No custodian reported
    $0
  15. 16615
    Baird Strategas LLCNew York, NY · 490 clientsBroker-dealer firmHybridRobert W. Baird & Co. Incorporated, Robert W. Baird Limited
    No custodian reported
    $0
  16. 16616
    Rj20, Inc.Asset manager
    No custodian reported
    $0
  17. 16617
    Boon Investment Group, Inc.Austin, TX · 100 clientsAsset manager
    No custodian reported
    $0
  18. 16618
    React Investment Solutions, LLCLos Gatos, CAAsset managerHybrid
    No custodian reported
    $0
  19. 16619
    Hartshorne Group, LLCRed Bank, NJAsset manager
    No custodian reported
    $0
  20. 16620
    Kestra Institutional Services, LLCAustin, TXAsset managerHybridKestra Investment Services, LLC
    No custodian reported
    $0
  21. 16621
    Vision2020 Wealth Management Corp.Scottsdale, AZAsset managerAffiliated broker-dealerLadenburg Thalmann & Co. Inc., Osaic Institutions, Inc.
    No custodian reported
    $0
  22. 16622
    Robo Advisor, Inc.Lake Mary, FLBroker-dealer firmAffiliated broker-dealerSovereign Legacy Securities, Inc.
    No custodian reported
    $0
  23. 16623
    Swbc Investment Advisory Services LLCAustin, TX · 2,111 clientsAsset managerAffiliated broker-dealerSwbc Investment Services, LLC, clears through Pershing
    No custodian reported
    $0
  24. 16624
    Income DiscoveryBasking Ridge, NJAsset manager
    No custodian reported
    $0
  25. 16625
    WealthionNew York, NYAsset managerHybridSCP Real Assets, LLC
    No custodian reported
    $0
  26. 16626
    Schwab Wealth Advisory, Inc.San Francisco, CAAsset managerHybridCharles Schwab & Co., Inc., Charles Schwab SG PTE. LTD.
    No custodian reported
    $0
  27. 16627
    Bfinance US LTD.London, United KingdomBroker-dealer firmHybridRedbridge Global Markets, LLC
    No custodian reported
    $0
  28. 16628
    "the Pilot's Advisor," LLCAsset manager
    No custodian reported
    $0
  29. 16629
    Ladder Capital Asset Management LLCNew York, NYAsset manager
    No custodian reported
    $0
  30. 16630
    Gosselin Consulting Group LLCBraintree, MA · 14 clientsAsset manager
    No custodian reported
    $0
  31. 16631
    Florin Pensions LLCSan Francisco, CAAsset manager
    No custodian reported
    $0
  32. 16632
    Prophet Equity Management LLCSouthlake, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $0
  33. 16633
    HR Advocates, Inc.5 clientsAsset manager
    No custodian reported
    $0
  34. 16634
    Nuts2invest.com, LLC5 clientsAsset managerHybrid
    No custodian reported
    $0
  35. 16635
    The AnalystLondon, United KingdomAsset manager
    No custodian reported
    $0
  36. 16636
    Integrated Financial Strategies, LLCFort Lauderdale, FLAsset managerHybridFortune Financial Services, Inc.
    No custodian reported
    $0
  37. 16637
    Cetera Investment Management LLCSchamburg, ILAsset managerHybridCetera Advisors LLC, Cetera Financial Specialists LLC, clears through Pershing
    No custodian reported
    $0
  38. 16638
    Planvision, LLC7,370 clientsAsset manager
    No custodian reported
    $0
  39. 16639
    Spring Lake Equity Management LLCBurlington, MA · 4 clientsAsset manager
    No custodian reported
    $0
  40. 16640
    Crabel Capital Management, LLCLos Angeles, CA · 6 clientsAsset manager
    No custodian reported
    $0

RIAs by state