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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. 17041
    5280 AssociatesDenver, COAsset manager
    No custodian reported
    $0
  2. 17042
    Novera Wealth, Inc.New York, NYAsset manager
    No custodian reported
    $0
  3. 17043
    Istari Capital Management LPSanta Monica, CA · 4 clientsAsset manager
    No custodian reported
    $0
  4. 17044
    Manifold Investment Partners LLCSan Francisco, CAAsset manager
    No custodian reported
    $0
  5. 17045
    Heirmont Wealth ManagementUniondale, NYAsset manager
    No custodian reported
    $0
  6. 17046
    Financial CelebrationsVacaville, CAAsset manager
    No custodian reported
    $0
  7. 17047
    Nextreg Advisors LLCMiami, FLAsset manager
    No custodian reported
    $0
  8. 17048
    Lorum Advisory LLCNew York, NYAsset manager
    No custodian reported
    $0
  9. 17049
    Lr3 PartnersConshohocken, PAAsset manager
    No custodian reported
    $0
  10. 17050
    Clearwater Financial PlanningLewiston, IDAsset manager
    No custodian reported
    $0
  11. 17051
    BCM Fixed IncomeAsset manager
    No custodian reported
    $0
  12. 17052
    Personal Wealth StrategiesHamilton, NJAsset manager
    No custodian reported
    $0
  13. 17053
    Omnimint Advisors LLCAsset manager
    No custodian reported
    $0
  14. 17054
    Leland Wealth ManagementAsset manager
    No custodian reported
    $0
  15. 17055
    Everoak Wealth CoColorado Springs, COAsset manager
    No custodian reported
    $0
  16. 17056
    24a Capital Management LLCHouston, TXAsset manager
    No custodian reported
    $0
  17. 17057
    Brookstone Wealth Management, Inc.Oxford, MAAsset managerHybrid
    No custodian reported
    $0
  18. 17058
    Vocare Wealth AdvisorsReston, VAAsset manager
    No custodian reported
    $0
  19. 17059
    Larrainvial US IA LLCSantiago, ChileAsset managerAffiliated broker-dealerLarrainvial S.A. Corredora De Bolsa, Larrainvial Securities US LLC
    No custodian reported
    $0
  20. 17060
    Viking Harbour Investment Solutions LimitedCork, IrelandAsset manager
    No custodian reported
    $0
  21. 17061
    VT Partners AGFreienbach, Schwyz, SwitzerlandAsset manager
    No custodian reported
    $0
  22. 17062
    Harrison Fiduciary GroupNew York, NY · 5 clientsAsset manager
    No custodian reported
    $0
  23. 17063
    MAN Advisers LLCBoston, MAAsset managerAffiliated broker-dealerMAN Investments Inc.
    No custodian reported
    $0
  24. 17064
    Mesarete Capital (US) LLCLondon, United Kingdom · 1 clientsAsset manager
    No custodian reported
    $0
  25. 17065
    Itau BBA USA Securities, Inc.New York, NYBroker-dealer firmHybridItau International Securities Inc.
    No custodian reported
    $0
  26. 17066
    Springbox AI, LTDDubai, United Arab EmiratesAsset manager
    No custodian reported
    $0
  27. 17067
    Trigon Investment Advisors AGZurich, SwitzerlandAsset manager
    No custodian reported
    $0
  28. 17068
    Fusion Quant TechnologiesMiami, FL · 1 clientsAsset manager
    No custodian reported
    $0
  29. 17069
    Premier Gold Global Wealth LLC2 clientsAsset manager
    No custodian reported
    $0
  30. 17070
    Optos Real Estate Credit, LLCNew York, NY · 1 clientsAsset manager
    No custodian reported
    $0
  31. 17071
    Southeast Capital Management LTDAsset manager
    No custodian reported
    $0
  32. 17072
    InriMountain View, CA · 5 clientsAsset manager
    No custodian reported
    $0
  33. 17073
    ON Field Investment ResearchLondon, United KingdomAsset manager
    No custodian reported
    $0
  34. 17074
    Proshare Investment Management LLCBethesda, MD · 1 clientsAsset managerHybridProfunds Distributors, Inc.
    No custodian reported
    $0
  35. 17075
    Preve InversionesAsset manager
    No custodian reported
    $0
  36. 17076
    POP Venture Advisers LLCChicago, IL · 1 clientsAsset manager
    No custodian reported
    $0
  37. 17077
    PrimaryNew South Wales, AustraliaAsset manager
    No custodian reported
    $0
  38. 17078
    Ccaventus Global Credit Management LLCNew York, NYAsset managerHybridArena Financial Services, LLC
    No custodian reported
    $0
  39. 17079
    Community Capital Advisors LLCNew York, NYAsset manager
    No custodian reported
    $0
  40. 17080
    APT Wealth USA PTY LTDMelbourne VIC, AustraliaAsset manager
    No custodian reported
    $0

RIAs by state