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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. 16721
    HyveNew York, NYAsset manager
    No custodian reported
    $0
  2. 16722
    GW Asena PTY LTDMelbourne, Victoria, AustraliaAsset managerHybridGiles Wade Private Wealth PTY LTD
    No custodian reported
    $0
  3. 16723
    Vector Technologies, LLCMiami Beach, FL · 2 clientsAsset managerHybrid
    No custodian reported
    $0
  4. 16724
    Quantitative Finance LLCAsset manager
    No custodian reported
    $0
  5. 16725
    Truedge Asset Management LLCIndianapolis, INAsset managerHybridPeak Brokerage Services, LLC, Thurston, Springer, Miller, Herd & Titak, Inc., clears through Wells Fargo Clearing Services
    No custodian reported
    $0
  6. 16726
    Addigence CorporationNew York, NY · 2 clientsAsset managerHybrid
    No custodian reported
    $0
  7. 16727
    Scire Fund III GP, LLCDenver, CO · 1 clientsAsset manager
    No custodian reported
    $0
  8. 16728
    Unbiased, Inc.London, United Kingdom · 1,900 clientsAsset manager
    No custodian reported
    $0
  9. 16729
    Abacus Asset Management, LLCOrlando, FL · 3 clientsAsset managerHybridRegional Investment Services, Inc.
    No custodian reported
    $0
  10. 16730
    Silo Financial LLC1,861 clientsAsset manager
    No custodian reported
    $0
  11. 16731
    RSC Industrial Asset Management Group 2, LLCStudio City, CAAsset manager
    No custodian reported
    $0
  12. 16732
    Lyons View Capital, LLCAuburn, ALAsset manager
    No custodian reported
    $0
  13. 16733
    VLB CapitalWeston, FLAsset manager
    No custodian reported
    $0
  14. 16734
    Financehq LLCNew York, NY · 1,258 clientsAsset manager
    No custodian reported
    $0
  15. 16735
    Choreo Partner Alliance, LLCRockford, ILAsset manager
    No custodian reported
    $0
  16. 16736
    FirreoAsset manager
    No custodian reported
    $0
  17. 16737
    SvvyPhoenix, AZAsset manager
    No custodian reported
    $0
  18. 16738
    R2 Asset Management, LLCCuritiba Parana, BrazilAsset manager
    No custodian reported
    $0
  19. 16739
    Money PickleRoyal Oak, MIAsset managerHybrid
    No custodian reported
    $0
  20. 16740
    Nerdwallet AdvisoryScottsdale, AZAsset manager
    No custodian reported
    $0
  21. 16741
    RCF Asset Management Group 4, LLCStudio City, CAAsset manager
    No custodian reported
    $0
  22. 16742
    Keybanc Capital Markets Research, LLCCleveland, OHAsset managerHybridKeybanc Capital Markets Inc.
    No custodian reported
    $0
  23. 16743
    Wolfe Research Advisors, LLCNew York, NY · 8 clientsPrivate fund adviserHybridWR Securities, LLC
    No custodian reported
    $0
  24. 16744
    Cairn Financial PlanningAsset manager
    No custodian reported
    $0
  25. 16745
    Calamos Private Equity LLCNaperville, IL · 1 clientsAsset managerHybridCalamos Financial Services LLC
    No custodian reported
    $0
  26. 16746
    NectarineSan Diego, CA · 3,210 clientsAsset managerHybrid
    No custodian reported
    $0
  27. 16747
    Pgim Real Estate Advisors LLCNewark, NJAsset managerAffiliated broker-dealerPgim (hong Kong) LTD., Prudential Investment Management Services LLC
    No custodian reported
    $0
  28. 16748
    Global Predictions IncAsset manager
    No custodian reported
    $0
  29. 16749
    Slavic Wealth Management, Inc.Boca Raton, FLAsset manager
    No custodian reported
    $0
  30. 16750
    Financial Scaffolding, LLCAsset manager
    No custodian reported
    $0
  31. 16751
    JB Wealth Advisors LLCNashville, TNAsset manager
    No custodian reported
    $0
  32. 16752
    Alpha VEE Advisors13 clientsAsset manager
    No custodian reported
    $0
  33. 16753
    Nauta Capital LLCAsset manager
    No custodian reported
    $0
  34. 16754
    Thoughtful Money LLCReno, NVAsset manager
    No custodian reported
    $0
  35. 16755
    CoveSanta Clara, CA · 2,127 clientsAsset manager
    No custodian reported
    $0
  36. 16756
    UTI Investments America LimitedSt Peter Port, GuernseyAsset manager
    No custodian reported
    $0
  37. 16757
    Greenportfolio Inc.346 clientsAsset manager
    No custodian reported
    $0
  38. 16758
    Findicia, Inc.Raleigh, NCAsset manager
    No custodian reported
    $0
  39. 16759
    Aviator's Wealth ManagementAsset manager
    No custodian reported
    $0
  40. 16760
    Bryant Park Funding CLO Management LLCNew York, NYAsset manager
    No custodian reported
    $0

RIAs by state