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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. 16801
    ASK DollyDenver, CO · 877 clientsAsset manager
    No custodian reported
    $0
  2. 16802
    BenefiChicago, ILAsset manager
    No custodian reported
    $0
  3. 16803
    8figuresDover, DE · 100 clientsAsset manager
    No custodian reported
    $0
  4. 16804
    CSI Group Advisors, LLCWall Township, NJAsset managerHybrid
    No custodian reported
    $0
  5. 16805
    Harvest - Faith-Based InvestingLynchburg, VAAsset manager
    No custodian reported
    $0
  6. 16806
    Wealth Alignment Partners, LLCHonolulu, HIAsset manager
    No custodian reported
    $0
  7. 16807
    Unstoppable AssetPhoenix, AZAsset manager
    No custodian reported
    $0
  8. 16808
    CleraBakersfield, CA · 2 clientsAsset manager
    No custodian reported
    $0
  9. 16809
    Quangentics Inc.2 clientsAsset manager
    No custodian reported
    $0
  10. 16810
    Apollo MPS Management, LLCNew York, NYAsset managerHybridApollo Global Securities, LLC, Athene Securities, LLC, clears through Pershing
    No custodian reported
    $0
  11. 16811
    Cantor Fitzgerald Energy Advisors, LLCNew York, NYAsset managerHybridCantor Fitzgerald & Co.
    No custodian reported
    $0
  12. 16812
    Night Owl Capital Canada, LLCGreenwich, CTAsset manager
    No custodian reported
    $0
  13. 16813
    Astor298 clientsAsset manager
    No custodian reported
    $0
  14. 16814
    Mindset Asset Management, LLCIndianapolis, INAsset manager
    No custodian reported
    $0
  15. 16815
    Strategiq Funds, Inc.San Antonio, TXAsset managerHybrid
    No custodian reported
    $0
  16. 16816
    Keystone BitcoinPittsburgh, PA · 2 clientsAsset manager
    No custodian reported
    $0
  17. 16817
    Framework Digital AdvisorsNew York, NY · 2 clientsAsset manager
    No custodian reported
    $0
  18. 16818
    Iolite Asset ManagementChicago, ILAsset manager
    No custodian reported
    $0
  19. 16819
    Interchange Advisers LLCVancouver, WAAsset managerHybridInterchange Clearing LLC
    No custodian reported
    $0
  20. 16820
    Seminario Asset Management LLCCoral Gables, FLAsset managerHybridSeminario Securities LLC, clears through Pershing
    No custodian reported
    $0
  21. 16821
    EggzCharlemont, MAAsset manager
    No custodian reported
    $0
  22. 16822
    818 Family Office, LLCAustin, TXAsset manager
    No custodian reported
    $0
  23. 16823
    Franklin Templeton Private Markets Adviser, LLCNew York, NYAsset managerAffiliated broker-dealerFranklin Advisers, Inc., Franklin Distributors, LLC
    No custodian reported
    $0
  24. 16824
    Prelude Investment ServicesSan Francisco, CA · 2 clientsAsset manager
    No custodian reported
    $0
  25. 16825
    Tamarisk Capital ManagementHolland, MI · 1 clientsAsset managerHybrid
    No custodian reported
    $0
  26. 16826
    Dreams Investment SolutionsFolsom, CAAsset managerHybrid
    No custodian reported
    $0
  27. 16827
    Scalar FieldAsset manager
    No custodian reported
    $0
  28. 16828
    PLH Family Office, LLCGarden City, NYAsset managerHybrid
    No custodian reported
    $0
  29. 16829
    SSCHouston, TXAsset manager
    No custodian reported
    $0
  30. 16830
    Savile Private Wealth LLCSan Juan, PRAsset managerAffiliated broker-dealerSavile Capital Markets LLC, clears through RBC Capital Markets, StoneX
    No custodian reported
    $0
  31. 16831
    Ultra Capital Management LLCSan Francisco, CAAsset manager
    No custodian reported
    $0
  32. 16832
    Spendvest4 clientsAsset manager
    No custodian reported
    $0
  33. 16833
    Cameron Signature Wealth Advisors LLCCharlotte, NCAsset managerHybridMadison Capital Markets LLC, Realta Equities, Inc., clears through Pershing
    No custodian reported
    $0
  34. 16834
    Aristotle Pacific CLO Adviser III, LLCNewport Beach, CAAsset managerHybrid
    No custodian reported
    $0
  35. 16835
    BullgroundCiudad De México, MexicoAsset manager
    No custodian reported
    $0
  36. 16836
    Yoshi AdvisorySan Francisco, CAAsset manager
    No custodian reported
    $0
  37. 16837
    Centuria Capital Partners LLCGuaynabo, PRAsset manager
    No custodian reported
    $0
  38. 16838
    Regiment Capital Advisors, LLCChicago, ILAsset managerHybridRegiment Securities, LLC.
    No custodian reported
    $0
  39. 16839
    Point One Private WealthAsset manager
    No custodian reported
    $0
  40. 16840
    Sterling LabsAsset manager
    No custodian reported
    $0

RIAs by state