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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. 16681
    Vested FinanceDurham, NCBroker-dealer firmHybridVF Securities, Inc
    No custodian reported
    $0
  2. 16682
    Altruist LLCCulver City, CA · 614 clientsAsset managerHybridAltruist Financial LLC
    No custodian reported
    $0
  3. 16683
    Harness WealthNew York, NYAsset manager
    No custodian reported
    $0
  4. 16684
    Interest Financial, LLCTampa, FL · 67,325 clientsAsset manager
    No custodian reported
    $0
  5. 16685
    Sharebuilder 401kSeattle, WA · 5,500 clientsAsset manager
    No custodian reported
    $0
  6. 16686
    CXI Advisors, LLCAuburn, INAsset manager
    No custodian reported
    $0
  7. 16687
    Inscription Family Office, LLCHouston, TXAsset manager
    No custodian reported
    $0
  8. 16688
    Klingenstein Fields AdvisorsNew York, NY · 63 clientsAsset manager
    No custodian reported
    $0
  9. 16689
    Capri EGM, LLCChicago, IL · 1 clientsAsset manager
    No custodian reported
    $0
  10. 16690
    Kailash Capital Research LLC2 clientsAsset manager
    No custodian reported
    $0
  11. 16691
    Smartpath AdvisorsAsset manager
    No custodian reported
    $0
  12. 16692
    Abundo WealthHouston, TXAsset manager
    No custodian reported
    $0
  13. 16693
    IFC Investment Management, LLCRaleigh, NCAsset manager
    No custodian reported
    $0
  14. 16694
    Benchmark Advisory Services, LLCSan Diego, CAAsset managerHybridKingswood Capital Partners, LLC
    No custodian reported
    $0
  15. 16695
    Climate Finance Partners LLCWilmington, DE · 2 clientsAsset manager
    No custodian reported
    $0
  16. 16696
    Terra Firma Asset ManagementSan Francisco, CA · 1 clientsAsset manager
    No custodian reported
    $0
  17. 16697
    SmartassetNew York, NYAsset manager
    No custodian reported
    $0
  18. 16698
    Sootchy Securities, LLCAsset manager
    No custodian reported
    $0
  19. 16699
    ManifestChicago, IL · 7 clientsAsset manager
    No custodian reported
    $0
  20. 16700
    Greenlight Investment AdvisorsAtlanta, GAAsset manager
    No custodian reported
    $0
  21. 16701
    Duncan Financial Planning AdvisorsIrwin, PA · 3 clientsAsset managerHybrid
    No custodian reported
    $0
  22. 16702
    Bard Partners LLC1 clientsAsset manager
    No custodian reported
    $0
  23. 16703
    SiimplBloomington, MNAsset manager
    No custodian reported
    $0
  24. 16704
    RCF Asset Management Group 3, LLCStudio City, CAAsset manager
    No custodian reported
    $0
  25. 16705
    FinceraNew York, NY · 5 clientsAsset manager
    No custodian reported
    $0
  26. 16706
    Hadley1,237 clientsAsset manager
    No custodian reported
    $0
  27. 16707
    Navigate Private Fund Advisors LLCBirmingham, ALAsset manager
    No custodian reported
    $0
  28. 16708
    Macnicol & Associates Asset Management US LLCToronto, Ontario, CanadaAsset manager
    No custodian reported
    $0
  29. 16709
    Koin Capital IncHouston, TX · 5 clientsAsset manager
    No custodian reported
    $0
  30. 16710
    Northstar Investment Advisory LLCWest Hollywood, CA · 24,560 clientsAsset manager
    No custodian reported
    $0
  31. 16711
    DatalignCambridge, MAAsset manager
    No custodian reported
    $0
  32. 16712
    Willis Towers Watson Securities, LLCChicago, ILBroker-dealer firmHybrid
    No custodian reported
    $0
  33. 16713
    The Institute of Financial Wellness, LLCFort Lauderdale, FLAsset manager
    No custodian reported
    $0
  34. 16714
    Calpa Advisors LLCKirkland, WAAsset managerHybrid
    No custodian reported
    $0
  35. 16715
    Addition WealthAsset manager
    No custodian reported
    $0
  36. 16716
    Ascentis Asset Management, LLCDallas, TXAsset managerHybrid
    No custodian reported
    $0
  37. 16717
    Pionex Investments Inc.Princeton, NJ · 1 clientsAsset managerHybrid
    No custodian reported
    $0
  38. 16718
    Wiseradvisor PaladinFairfax, VA · 18,251 clientsAsset manager
    No custodian reported
    $0
  39. 16719
    Step Advisers, LLCSan Mateo, CA · 80,707 clientsAsset manager
    No custodian reported
    $0
  40. 16720
    Stock Snips, Inc.Pittsburgh, PA · 5 clientsAsset manager
    No custodian reported
    $0

RIAs by state