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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. 16961
    SLR Secured Lending Partners, LLCNew York, NYAsset manager
    No custodian reported
    $0
  2. 16962
    Hoainvest LLCIrvine, CAAsset manager
    No custodian reported
    $0
  3. 16963
    Vector3 Wealth ManagementSan Diego, CAAsset manager
    No custodian reported
    $0
  4. 16964
    W.B. Edwards & Co.Knoxville, TNAsset manager
    No custodian reported
    $0
  5. 16965
    Ditto & Powers, LLCAsset manager
    No custodian reported
    $0
  6. 16966
    My Advisors US LLCTustin, CAAsset manager
    No custodian reported
    $0
  7. 16967
    Ariam Global Inc.San Diego, CA · 1 clientsAsset manager
    No custodian reported
    $0
  8. 16968
    CMK Partners, LLCChicago, ILAsset managerAffiliated broker-dealerStoneliving Securities, LLC
    No custodian reported
    $0
  9. 16969
    Intentional Wealth PlanningBrentwood, TNAsset manager
    No custodian reported
    $0
  10. 16970
    3a Capital, LLCNew York, NY · 1 clientsAsset manager
    No custodian reported
    $0
  11. 16971
    Aligned Wealth Advisors, LLCMiami, FLAsset manager
    No custodian reported
    $0
  12. 16972
    Apeiron Wealth ServiceAstoria, NYAsset manager
    No custodian reported
    $0
  13. 16973
    Hudson & Associates Wealth Management LLCTulsa, OKAsset managerHybrid
    No custodian reported
    $0
  14. 16974
    Vessel Wealth PartnersMendota Heights, MNAsset manager
    No custodian reported
    $0
  15. 16975
    Naples Wealth Advisors, LLCNaples, FLAsset manager
    No custodian reported
    $0
  16. 16976
    Midfield Private Wealth, LLCWhite Plains, NYAsset manager
    No custodian reported
    $0
  17. 16977
    Cova Private Wealth LLCAsset managerHybrid
    No custodian reported
    $0
  18. 16978
    Techbridge Investment LPAsset manager
    No custodian reported
    $0
  19. 16979
    Coinage APP79 clientsAsset manager
    No custodian reported
    $0
  20. 16980
    Zoop Alpha AdvisorsMesa, AZAsset manager
    No custodian reported
    $0
  21. 16981
    Thoreau Management Partners, LPAsset manager
    No custodian reported
    $0
  22. 16982
    Emxetf7 clientsAsset managerHybrid
    No custodian reported
    $0
  23. 16983
    RBG Capital LLCScottsdale, AZAsset managerHybrid
    No custodian reported
    $0
  24. 16984
    Stribling-Whalen Financial GroupGainesville, GAAsset manager
    No custodian reported
    $0
  25. 16985
    1977 Wealth, LLCMiami, FLAsset manager
    No custodian reported
    $0
  26. 16986
    Alder CapitalSan Diego, CAAsset manager
    No custodian reported
    $0
  27. 16987
    Wright FinancialRockland, MAAsset manager
    No custodian reported
    $0
  28. 16988
    Stax LabsAsset manager
    No custodian reported
    $0
  29. 16989
    Twin Bridges AdvisoryNew York, NYAsset manager
    No custodian reported
    $0
  30. 16990
    Momentum Wealth ManagementOrem, UTAsset manager
    No custodian reported
    $0
  31. 16991
    SUM Zero WealthSt. Petersburg, FLAsset manager
    No custodian reported
    $0
  32. 16992
    Solid State Wealth Advisory GroupAsset manager
    No custodian reported
    $0
  33. 16993
    Trivera Wealth Management, LLCTucson, AZAsset manager
    No custodian reported
    $0
  34. 16994
    Maple Grove WealthFranklin, TNAsset manager
    No custodian reported
    $0
  35. 16995
    CXL Capital Management LLCAsset manager
    No custodian reported
    $0
  36. 16996
    Strategence Capital LLCVan Wert, OHAsset manager
    No custodian reported
    $0
  37. 16997
    Foster Financial Services, LLCFort Wayne, INAsset managerHybrid
    No custodian reported
    $0
  38. 16998
    Milemarker Investment Solutions, LLCLincoln, NEAsset manager
    No custodian reported
    $0
  39. 16999
    Generational Financial Partners, LLCAtlanta, GAAsset manager
    No custodian reported
    $0
  40. 17000
    Alisio Capital Partners LLCAsset manager
    No custodian reported
    $0

RIAs by state