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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. 16761
    Legacy Private Client ServicesPointe-Claire. QC, CanadaAsset manager
    No custodian reported
    $0
  2. 16762
    Mrbl Management, LLCNew York, NY · 1 clientsAsset manager
    No custodian reported
    $0
  3. 16763
    Alfa Algorithms HK LimitedTsim Sha Tsui, Kowloon, Hong KongAsset manager
    No custodian reported
    $0
  4. 16764
    Innovayte CapitalDallas, TXAsset managerHybridBHS Financial, LLC, ETC Brokerage Services, LLC, clears through Charles Schwab
    No custodian reported
    $0
  5. 16765
    Willow Partner Advisors, LLCPrides Crossing, MA · 977 clientsAsset manager
    No custodian reported
    $0
  6. 16766
    AdviceonlySan Diego, CAAsset manager
    No custodian reported
    $0
  7. 16767
    ERA Financial AdvisorsCovina, CAAsset manager
    No custodian reported
    $0
  8. 16768
    Treeview CapitalAsset manager
    No custodian reported
    $0
  9. 16769
    Legacy Wealth Advisor LLCLynchburg, VAAsset manager
    No custodian reported
    $0
  10. 16770
    Fbmc Retirement Solutions, LLCTallahassee, FL · 5 clientsAsset manager
    No custodian reported
    $0
  11. 16771
    Azoria Capital, Inc.Washington, DC · 3 clientsAsset manager
    No custodian reported
    $0
  12. 16772
    TIAA Wealth Investment Management LLCNew York, NYAsset managerHybridNuveen Securities, LLC, Tiaa-Cref Individual & Institutional Services, LLC
    No custodian reported
    $0
  13. 16773
    Blue3 Investments LLCSao Paulo, BrazilAsset managerAffiliated broker-dealerXP Investments US, LLC
    No custodian reported
    $0
  14. 16774
    Star Harbor Investments IncAsset manager
    No custodian reported
    $0
  15. 16775
    Matson Capital LLCMason, OHAsset manager
    No custodian reported
    $0
  16. 16776
    Lakpa LLCVitacura, Santiago, ChileAsset manager
    No custodian reported
    $0
  17. 16777
    Tradeup Wealth Management, Inc.New York, NYAsset managerHybridTiger Brokers (AU) PTY LTD, Tiger Brokers (HK) Global Limited
    No custodian reported
    $0
  18. 16778
    Cloverpoint, LLCMinneapolis, MN · 1 clientsAsset manager
    No custodian reported
    $0
  19. 16779
    Russell InvestmentsSeattle, WA · 1 clientsAsset managerHybridRussell Investments Financial Services, LLC, Russell Investments Implementation Services, LLC
    No custodian reported
    $0
  20. 16780
    Russell InvestmentsSeattle, WA · 1 clientsAsset managerHybridRussell Investments Financial Services, LLC, Russell Investments Implementation Services, LLC
    No custodian reported
    $0
  21. 16781
    Deep Blue CapitalNewport Beach, CAAsset manager
    No custodian reported
    $0
  22. 16782
    Portfolio Advisory PartnersNorth Brunswick, NJAsset manager
    No custodian reported
    $0
  23. 16783
    SenstomiSouthfield, MI · 2 clientsAsset manager
    No custodian reported
    $0
  24. 16784
    Sykon Asset Management LLCHarrison, NY · 1 clientsAsset manager
    No custodian reported
    $0
  25. 16785
    Inter Advisors LLCMiami, FLAsset managerHybridInter Distribuidora De Titulos E Valores Mobiliarios Ltda, Inter Securities LLC, clears through Pershing
    No custodian reported
    $0
  26. 16786
    Quotient Wealth Asset Management, LLCDallas, TXAsset manager
    No custodian reported
    $0
  27. 16787
    Discipline Strategies Management, LPAtlanta, GAAsset managerHybridDAI Securities, LLC
    No custodian reported
    $0
  28. 16788
    Waldo.ai, Inc.New Haven, CTAsset manager
    No custodian reported
    $0
  29. 16789
    Blue Owl Real Assets Advisors LLCChicago, ILAsset managerHybridBlue Owl Securities LLC
    No custodian reported
    $0
  30. 16790
    GEG AdvisorsBogota, ColombiaAsset managerHybrid
    No custodian reported
    $0
  31. 16791
    Mavs Wealth Management Group, LLCSt. Petersburg, FLAsset manager
    No custodian reported
    $0
  32. 16792
    Wealth Forward AdvisorsNew York, NYAsset manager
    No custodian reported
    $0
  33. 16793
    Ruben Cano ConsultingCali, ColombiaAsset manager
    No custodian reported
    $0
  34. 16794
    Cardone Wealth AdvisorsAventura, FLAsset manager
    No custodian reported
    $0
  35. 16795
    Excorde Capital LLCConshohocken, PAAsset manager
    No custodian reported
    $0
  36. 16796
    Scia NYNew York, NYAsset manager
    No custodian reported
    $0
  37. 16797
    Logiq Capital LLCJersey City, NJ · 1 clientsAsset manager
    No custodian reported
    $0
  38. 16798
    Savile Capital Management LLCSan Juan, PRAsset managerHybridSavile Capital Markets LLC, clears through RBC Capital Markets, StoneX
    No custodian reported
    $0
  39. 16799
    Enrich Finance LLCSan Francisco, CA · 92 clientsAsset manager
    No custodian reported
    $0
  40. 16800
    MezziMenlo Park, CA · 317 clientsAsset manager
    No custodian reported
    $0

RIAs by state