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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. 17161
    Byreforge Management, LPNew York, NYAsset managerAffiliated broker-dealer2solv Capital, LLC
    No custodian reported
    $0
  2. 17162
    OneupLondon, United Kingdom · 60 clientsAsset manager
    No custodian reported
    $0
  3. 17163
    Riscura Solutions (UK) LimitedLondon, United Kingdom · 12 clientsAsset manager
    No custodian reported
    $0
  4. 17164
    Nomura Securities International, Inc.New York, NYBroker-dealer firmHybridDelaware Distributors, L.P., Instinet, LLC
    No custodian reported
    $0
  5. 17165
    Futurecorp Asset ManagementAsset manager
    No custodian reported
    $0
  6. 17166
    Ecobridge Capital Management LPNew York, NYAsset manager
    No custodian reported
    $0
  7. 17167
    Reliant Consulting & Research, Inc.23 clientsAsset manager
    No custodian reported
    $0
  8. 17168
    Mpfa Inc.Asset manager
    No custodian reported
    $0
  9. 17169
    StratxaiAsset manager
    No custodian reported
    $0
  10. 17170
    Qarma Technology, Inc.London, United KingdomAsset manager
    No custodian reported
    $0
  11. 17171
    Etoro USA Advisers Inc.Hoboken, NJAsset managerHybridEtoro USA Securities Inc., clears through Apex Clearing
    No custodian reported
    $0
  12. 17172
    Mason Investments LimitedHong Kong, ChinaAsset managerAffiliated broker-dealer
    No custodian reported
    $0
  13. 17173
    Cambwick US LLCAsset manager
    No custodian reported
    $0
  14. 17174
    Consequent Capital Management, LLCAtlanta, GAAsset manager
    No custodian reported
    $0
  15. 17175
    NantasMontevideo, Montevideo, UruguayAsset managerAffiliated broker-dealer
    No custodian reported
    $0
  16. 17176
    Borderless Investment AdvisorsBangalore, Karnataka, IndiaAsset managerAffiliated broker-dealerStockal Securities Private Limited
    No custodian reported
    $0
  17. 17177
    Bear Stearns Asset Management Inc.New York, NY · 1 clientsAsset managerHybrid
    No custodian reported
    $0
  18. 17178
    Brite Avenue Capital LPScarsdale, NYAsset manager
    No custodian reported
    $0
  19. 17179
    Aegis Guild Capital, LLCNew York, NYAsset managerHybrid
    No custodian reported
    $0
  20. 17180
    Lord Abbett CLO Management LPJersey City, NJAsset managerHybridLord Abbett Distributor LLC
    No custodian reported
    $0
  21. 17181
    Capital Research CompanyLos Angeles, CAAsset managerAffiliated broker-dealerCapital Client Group, Inc.
    No custodian reported
    $0
  22. 17182
    Amalia Partner AGZurich, SwitzerlandAsset manager
    No custodian reported
    $0
  23. 17183
    Private Advisor Network, LLCMorristown, NJAsset managerHybrid
    No custodian reported
    $0
  24. 17184
    UDY Road HoldingsNew York, NYAsset manager
    No custodian reported
    $0
  25. 17185
    Jungle Rock CapitalLondon, United KingdomAsset manager
    No custodian reported
    $0
  26. 17186
    Moola Copilot LLCNaples, FL · 2,756 clientsAsset manager
    No custodian reported
    $0
  27. 17187
    PGM Inc.Montreal, Quebec, CanadaAsset managerHybridNational Bank Financial Inc., PGM Global Inc.
    No custodian reported
    $0
  28. 17188
    Plato PlanningAsset manager
    No custodian reported
    $0
  29. 17189
    Symfonie Capital / Symfonie Investment AdvisorsLondon, United KingdomAsset manager
    No custodian reported
    $0
  30. 17190
    Situsamc Real Estate Valuation Services, LLCWest Des Moines, IA · 1 clientsAsset manager
    No custodian reported
    $0
  31. 17191
    Bluerock ETF Advisor, LLCNew York, NYAsset managerHybridBluerock Capital Markets LLC
    No custodian reported
    $0
  32. 17192
    Rothschild & Co Global Markets Solutions LimitedLondon, United KingdomAsset managerAffiliated broker-dealerRedburn (france) SA, Rothschild & Co Global Markets Solutions LLC
    No custodian reported
    $0
  33. 17193
    Hoovest Capital Management IncWest Vancouver, CanadaAsset manager
    No custodian reported
    $0
  34. 17194
    Arthscience CapitalMumbai, Maharashtra, IndiaAsset manager
    No custodian reported
    $0
  35. 17195
    Artisan Partners UK LLPLondon, United KingdomAsset managerAffiliated broker-dealerApel Financial Distribution Services LTD, Artisan Partners Distributors LLC
    No custodian reported
    $0
  36. 17196
    Kynance Cove Capital LLCLondon, United Kingdom · 2 clientsAsset manager
    No custodian reported
    $0
  37. 17197
    Integrated Management Systems Capital Management LLCEast Orange, NJAsset manager
    No custodian reported
    $0
  38. 17198
    Cambial Partners LPNew York, Ny, NYAsset manager
    No custodian reported
    $0
  39. 17199
    Wisdomtree Ventures Management, LLCNew York, NYAsset managerHybridWisdomtree Securities, Inc.
    No custodian reported
    $0
  40. 17200
    BX Reit Advisors L.L.C.New York, NY · 2 clientsAsset managerHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    No custodian reported
    $0

RIAs by state