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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. 17001
    Iron Horse Asset Management LLCNeenah, WIAsset manager
    No custodian reported
    $0
  2. 17002
    Welthy Advisers, LLCAsset manager
    No custodian reported
    $0
  3. 17003
    Scsc Advisors, LLCRancho Santa Fe, CAAsset manager
    No custodian reported
    $0
  4. 17004
    Crosslight Global Investment Partners, LLCAsset manager
    No custodian reported
    $0
  5. 17005
    Ample Wealth Partners LLCOrlando, FLAsset manager
    No custodian reported
    $0
  6. 17006
    Twenty Four WealthDarien, CTAsset managerHybrid
    No custodian reported
    $0
  7. 17007
    InviscidAsset manager
    No custodian reported
    $0
  8. 17008
    WealthriseAsset manager
    No custodian reported
    $0
  9. 17009
    Ethos Investment Advisory Group LLCMiami, FLAsset manager
    No custodian reported
    $0
  10. 17010
    MFO Healthcare PartnersBoca Raton, FLAsset manager
    No custodian reported
    $0
  11. 17011
    Ascentio Capital, LPNew York, NYAsset manager
    No custodian reported
    $0
  12. 17012
    SR ABF Advisors LPNew York, NYAsset manager
    No custodian reported
    $0
  13. 17013
    Watch Hill Financial IncRichmond, VAAsset manager
    No custodian reported
    $0
  14. 17014
    Bellerive Capital, LLCAsset manager
    No custodian reported
    $0
  15. 17015
    Peak Nine Capital Advisors, LLCNaples, FLAsset manager
    No custodian reported
    $0
  16. 17016
    Ridge Road Wealth Management, LLCNew Orleans, LAAsset manager
    No custodian reported
    $0
  17. 17017
    Savlan Wealth PartnersNew City, NYAsset manager
    No custodian reported
    $0
  18. 17018
    Fortuna Private Wealth Management Corp.Miami, FLAsset managerHybrid
    No custodian reported
    $0
  19. 17019
    RIA Group, LLCDes Moines, IAAsset manager
    No custodian reported
    $0
  20. 17020
    Fathom Advisors LLCMinneapolis, MNAsset manager
    No custodian reported
    $0
  21. 17021
    Ark Capital Investments LLCSt Petersburg, FLAsset managerHybrid
    No custodian reported
    $0
  22. 17022
    Lafayette Square Financial Advisors, Inc.Walnut Creek, CAAsset manager
    No custodian reported
    $0
  23. 17023
    Geiger Group Wealth ManagementAsset manager
    No custodian reported
    $0
  24. 17024
    Authentic Wealth Partners LLCCulpeper, VAAsset manager
    No custodian reported
    $0
  25. 17025
    Boria Wealth Management, LTDWayzata, MNAsset manager
    No custodian reported
    $0
  26. 17026
    Navian Investment ManagementCincinnati, OHAsset managerHybridLFT Securities, LLC, Navian Capital Securities LLC
    No custodian reported
    $0
  27. 17027
    Aldebaran CapitalBrooklyn, NYAsset manager
    No custodian reported
    $0
  28. 17028
    Opima Capital Management, LLCOcoee, FLAsset manager
    No custodian reported
    $0
  29. 17029
    Holm & Baucom Wealth Advisors, LLCVictoria, TXAsset managerHybrid
    No custodian reported
    $0
  30. 17030
    Rise Private Wealth ManagementBedford, NHAsset managerHybrid
    No custodian reported
    $0
  31. 17031
    Somerset Advisory, LLCBirmingham, ALAsset manager
    No custodian reported
    $0
  32. 17032
    Round Table Advisors, LLCChattanooga, TNAsset managerHybrid
    No custodian reported
    $0
  33. 17033
    East Franklin CapitalWilmington, NCAsset manager
    No custodian reported
    $0
  34. 17034
    Aquium Legacy PartnersAsset manager
    No custodian reported
    $0
  35. 17035
    NEL Mezzo LLCAsset manager
    No custodian reported
    $0
  36. 17036
    AI PortfoliosAsset manager
    No custodian reported
    $0
  37. 17037
    Dimaio Private Wealth, LLCChester, NJAsset manager
    No custodian reported
    $0
  38. 17038
    Stelvio Private WealthGreenwich, CTAsset managerHybrid
    No custodian reported
    $0
  39. 17039
    DAN Thornsberry Capital Advisors, LLCBelleair Beach, FLAsset manager
    No custodian reported
    $0
  40. 17040
    Created Wealth AdvisoryVenice, CAAsset manager
    No custodian reported
    $0

RIAs by state