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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. 17081
    Carta FinancieraTortola, British Virgin IslandsAsset manager
    No custodian reported
    $0
  2. 17082
    Constitution Capital Horizon Advisor, LPAndover, MAAsset managerHybrid
    No custodian reported
    $0
  3. 17083
    Perspectec IncorporatedToronto, Ontario, CanadaAsset manager
    No custodian reported
    $0
  4. 17084
    FIL Investments (japan) LimitedTokyo, JapanAsset manager
    No custodian reported
    $0
  5. 17085
    Archiv Capital Management LPAsset manager
    No custodian reported
    $0
  6. 17086
    Clarity Cross Border PlanningEdmonton, Alberta, Canada · 80 clientsAsset manager
    No custodian reported
    $0
  7. 17087
    Flameback Capital USA, IncBengaluru, Karnataka, IndiaAsset manager
    No custodian reported
    $0
  8. 17088
    Federated Advisory Services CompanyPittsburgh, PA · 5 clientsAsset managerHybridFederated Securities Corp.
    No custodian reported
    $0
  9. 17089
    Optimize Wealth ManagementToronto, Ontario, CanadaAsset manager
    No custodian reported
    $0
  10. 17090
    Charlton Management, LLCClawson, MIAsset manager
    No custodian reported
    $0
  11. 17091
    MHI Funds, LLCKingston, NY · 1 clientsAsset managerHybrid
    No custodian reported
    $0
  12. 17092
    Strategic Capital Investment Advisors IncLombard, IL · 146 clientsAsset manager
    No custodian reported
    $0
  13. 17093
    Safira Wealth Management LLCGeneva, SwitzerlandAsset manager
    No custodian reported
    $0
  14. 17094
    Kestenbaum Capital, LLC1 clientsAsset manager
    No custodian reported
    $0
  15. 17095
    Rockford Tower Asset Management, L.L.C.New York, NYAsset manager
    No custodian reported
    $0
  16. 17096
    I2 Wealth - Cross Border PlanningMontreal, Quebec, CanadaAsset manager
    No custodian reported
    $0
  17. 17097
    Costa, AndreGoiani, Goias, BrazilAsset manager
    No custodian reported
    $0
  18. 17098
    BlackcrownAsset managerHybrid
    No custodian reported
    $0
  19. 17099
    Vanguard Alternative Assets Adviser, LLCMalvern, PAAsset managerHybridVanguard Investments Canada Inc., Vanguard Marketing Corporation
    No custodian reported
    $0
  20. 17100
    Zenit Wealth Advisors, Inc.Piantini, Santo Domingo, Dominican RepublicAsset manager
    No custodian reported
    $0
  21. 17101
    POM Wealth Management US LLCSão Paulo, BrazilAsset manager
    No custodian reported
    $0
  22. 17102
    Alera Management PartnersBuenos Aires, ArgentinaAsset manager
    No custodian reported
    $0
  23. 17103
    Cion Investment Management II, LLCNew York, NYAsset managerAffiliated broker-dealerCion Securities, LLC
    No custodian reported
    $0
  24. 17104
    Poolit Fund Management, LLCMiami, FL · 2 clientsAsset manager
    No custodian reported
    $0
  25. 17105
    Ullman Investment Counsel LLCToronto, Ontario, CanadaAsset manager
    No custodian reported
    $0
  26. 17106
    Heitman International Real Estate Securities PTY LimitedMelbourne, AustraliaBroker-dealer firmHybridHeitman Securities LLC, Heitman UK Limited
    No custodian reported
    $0
  27. 17107
    Finq AITel Aviv, Israel · 2 clientsAsset manager
    No custodian reported
    $0
  28. 17108
    FTI Capital ManagementCamana Bay, Grand Cayman, Cayman IslandsAsset managerHybridFTI Capital Advisors, LLC
    No custodian reported
    $0
  29. 17109
    Alphaengine Global Investment Solution LLCPlano, TXAsset manager
    No custodian reported
    $0
  30. 17110
    Astris Advisory Japan K.K.Tokyo, JapanAsset manager
    No custodian reported
    $0
  31. 17111
    GSP FinancialAsset manager
    No custodian reported
    $0
  32. 17112
    KV Services II LimitedGrand Cayman, Cayman IslandsAsset manager
    No custodian reported
    $0
  33. 17113
    Comgest US LLCDublin 2, IrelandAsset managerHybrid
    No custodian reported
    $0
  34. 17114
    Peter Pesic & Co. AdvisorsAsset manager
    No custodian reported
    $0
  35. 17115
    Voxel Capital Partners LPNew York, NYAsset manager
    No custodian reported
    $0
  36. 17116
    William O'neil + CompanyLos Angeles, CAAsset managerHybridO'neil Securities Incorporated
    No custodian reported
    $0
  37. 17117
    Pilotai WealthMiami, FLAsset manager
    No custodian reported
    $0
  38. 17118
    IME VisvaAsset manager
    No custodian reported
    $0
  39. 17119
    Awealth International AGZollikon, Zh, SwitzerlandAsset manager
    No custodian reported
    $0
  40. 17120
    Acker Finley Asset Management USA Inc.Toronto, CanadaAsset managerAffiliated broker-dealerAcker Finley Inc.
    No custodian reported
    $0

RIAs by state