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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. 16921
    Polson Wealth ManagementAsset managerHybrid
    No custodian reported
    $0
  2. 16922
    Trueline Wealth Group, LLCHattiesburg, MSAsset manager
    No custodian reported
    $0
  3. 16923
    Suissa Private WealthBethesda, MDAsset manager
    No custodian reported
    $0
  4. 16924
    EyraAsset manager
    No custodian reported
    $0
  5. 16925
    Solstice Guard CapitalSt. Charles, MOAsset managerHybrid
    No custodian reported
    $0
  6. 16926
    UPP Management, LPHouston, TXAsset manager
    No custodian reported
    $0
  7. 16927
    Scheeler Financial GroupWest Chester, OHAsset manager
    No custodian reported
    $0
  8. 16928
    Bartholomew & Company Wealth Management, LLCWorcester, MAAsset managerHybrid
    No custodian reported
    $0
  9. 16929
    Stackstone Wealth, LLCDubuque, IAAsset manager
    No custodian reported
    $0
  10. 16930
    Rothschild Financial Partners, LLCOak Brook, ILAsset managerHybridRothschild Investment LLC
    No custodian reported
    $0
  11. 16931
    Earlybird Advisors LLCAsset manager
    No custodian reported
    $0
  12. 16932
    Financial Potential Wealth ManagementGainesville, GAAsset manager
    No custodian reported
    $0
  13. 16933
    Aura Investments LLCAsset manager
    No custodian reported
    $0
  14. 16934
    Velara Wealth Management Inc.New York, NYAsset manager
    No custodian reported
    $0
  15. 16935
    Public Safety Financial Group, LLCHouston, TXAsset manager
    No custodian reported
    $0
  16. 16936
    WickUnion City, NJAsset manager
    No custodian reported
    $0
  17. 16937
    East West Wealth Advisors LLCPasadena, CAAsset managerHybridEast West Markets, LLC
    No custodian reported
    $0
  18. 16938
    Biasafe Securities USA CorpMontreal, QC, CanadaAsset manager
    No custodian reported
    $0
  19. 16939
    EdynPhiladelphia, PAAsset manager
    No custodian reported
    $0
  20. 16940
    Carazo Wealth ManagementMetairie, LAAsset manager
    No custodian reported
    $0
  21. 16941
    EHG Wealth ManagementAsset manager
    No custodian reported
    $0
  22. 16942
    Pelorus Capital Management, LLCIrvine, CAAsset manager
    No custodian reported
    $0
  23. 16943
    Neuralvest LLC90 clientsAsset manager
    No custodian reported
    $0
  24. 16944
    Olde Raleigh Financial GroupRaleigh, NCAsset managerHybrid
    No custodian reported
    $0
  25. 16945
    Boardwalk Investment Group LPMiami, FLAsset manager
    No custodian reported
    $0
  26. 16946
    Madison Lasalle Advisers LLCChicago, ILAsset manager
    No custodian reported
    $0
  27. 16947
    Everlong Capital Fund Management, LPDallas, TXAsset manager
    No custodian reported
    $0
  28. 16948
    PFS Signature WealthTampa, FLAsset manager
    No custodian reported
    $0
  29. 16949
    Hirst Financial Independence Planning, Inc.Fall River, MAAsset manager
    No custodian reported
    $0
  30. 16950
    Allen Financial PartnersPrescott, AZAsset manager
    No custodian reported
    $0
  31. 16951
    Langan Financial GroupCamp Hill, PAAsset managerHybrid
    No custodian reported
    $0
  32. 16952
    Stewardwell LLCFranklin, TNAsset managerHybrid
    No custodian reported
    $0
  33. 16953
    Kahn Asset ManagementLos Angeles, CAAsset manager
    No custodian reported
    $0
  34. 16954
    Ownit Technologies LLC2 clientsAsset manager
    No custodian reported
    $0
  35. 16955
    Leggett Capital PartnersHouston, TXAsset manager
    No custodian reported
    $0
  36. 16956
    Alpine Advisory Partners, LLCAsset manager
    No custodian reported
    $0
  37. 16957
    Cobblers Cove Capital LPCharleston, SCAsset manager
    No custodian reported
    $0
  38. 16958
    Irish Creek CapitalCamden, NJAsset manager
    No custodian reported
    $0
  39. 16959
    Palus Advisory LLCNew York, NYAsset manager
    No custodian reported
    $0
  40. 16960
    Poloidal Capital 9d Advisors LLCMiami, FLAsset manager
    No custodian reported
    $0

RIAs by state