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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. 16841
    Verdara PPP LLCTampa, FLAsset manager
    No custodian reported
    $0
  2. 16842
    Antarctica SAF Partners, LLCNew York, NYAsset managerAffiliated broker-dealerPalmer Capital Advisors, LLC
    No custodian reported
    $0
  3. 16843
    Sagewood Capital Management LLCNew York, NYAsset manager
    No custodian reported
    $0
  4. 16844
    Alta Asset Management, LLCNew York, NYAsset manager
    No custodian reported
    $0
  5. 16845
    Bili FinanceTucson, AZAsset manager
    No custodian reported
    $0
  6. 16846
    Quant Alpha Decisions LLCNaples, FLAsset manager
    No custodian reported
    $0
  7. 16847
    Nwealth IncLondon, United KingdomAsset manager
    No custodian reported
    $0
  8. 16848
    Justice Settlement Consulting Inc.Casper, WYAsset manager
    No custodian reported
    $0
  9. 16849
    GCM Grosvenor Wealth L.P.Chicago, ILAsset managerHybridGCM Investments Japan K.K., GRV Securities LLC
    No custodian reported
    $0
  10. 16850
    Moonvest1 clientsAsset manager
    No custodian reported
    $0
  11. 16851
    Applied AcademicsNew York, NYAsset manager
    No custodian reported
    $0
  12. 16852
    Fortify FinancialAsset manager
    No custodian reported
    $0
  13. 16853
    WallaceAsset manager
    No custodian reported
    $0
  14. 16854
    Eshel BOTBurlington, MAAsset manager
    No custodian reported
    $0
  15. 16855
    TomoroColts Neck, NJAsset managerHybrid
    No custodian reported
    $0
  16. 16856
    Anchr Technologies RIA LLCNew York, NY · 2 clientsAsset manager
    No custodian reported
    $0
  17. 16857
    Oxford Harriman Private Wealth ManagementIndianapolis, INAsset managerHybrid
    No custodian reported
    $0
  18. 16858
    ISQ CapitalKing of Prussia, PAAsset managerAffiliated broker-dealer
    No custodian reported
    $0
  19. 16859
    Sumitomo Mitsui Trust Asset Management Americas, Inc.New York, NYAsset manager
    No custodian reported
    $0
  20. 16860
    AI Stock Prophet, LLCAkron, OH · 2 clientsAsset manager
    No custodian reported
    $0
  21. 16861
    Sound Futures2 clientsAsset manager
    No custodian reported
    $0
  22. 16862
    Optimal Tax Asset ManagementBellevue, WAAsset manager
    No custodian reported
    $0
  23. 16863
    Bluum Invest LLCLos Angeles, CAAsset manager
    No custodian reported
    $0
  24. 16864
    DOW Family Office Advisory, LLCLakewood Ranch, FLAsset managerHybrid
    No custodian reported
    $0
  25. 16865
    MML Capital Partners NY, LLCNew York City, NYAsset manager
    No custodian reported
    $0
  26. 16866
    Polen International Equity LLCBoca Raton, FLAsset manager
    No custodian reported
    $0
  27. 16867
    Inovo Wealth ArchitectsUnion, NJAsset manager
    No custodian reported
    $0
  28. 16868
    Auranser Inc.Fort Mill, SCAsset managerHybrid
    No custodian reported
    $0
  29. 16869
    Alphatrust AdvisorsPhoenix, AZAsset manager
    No custodian reported
    $0
  30. 16870
    ROI Financial PlanningClarksville, TNAsset managerHybrid
    No custodian reported
    $0
  31. 16871
    Coolabah Investment Management (USA) IncMiami, FLAsset manager
    No custodian reported
    $0
  32. 16872
    CC USA LLCNew York, NY · 6 clientsAsset manager
    No custodian reported
    $0
  33. 16873
    Fairlead Strategies LLCGreenwich, CT · 82 clientsAsset manager
    No custodian reported
    $0
  34. 16874
    Harbourvest Registered Advisers IIBoston, MAAsset managerHybrid
    No custodian reported
    $0
  35. 16875
    Capital Financial Planners LLCChevy Chase, MDAsset manager
    No custodian reported
    $0
  36. 16876
    Gallatin River Capital LLCLittleton, COAsset manager
    No custodian reported
    $0
  37. 16877
    Together Wealth Group LLCMiami Beach, FLAsset manager
    No custodian reported
    $0
  38. 16878
    William Raveis - Moran Wealth Management, LLCNaples, FLAsset manager
    No custodian reported
    $0
  39. 16879
    Skylar Wealth Management, LLCPasadena, CAAsset manager
    No custodian reported
    $0
  40. 16880
    Overwatch Capital Advisors LLCNew York, NYAsset managerHybridDrexel Hamilton, LLC, Empire Asset Management Company
    No custodian reported
    $0

RIAs by state