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Est. 2026The front page of wealth managementNew York

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RB Schwab RIAs have until Monday to convert exclusively to 'Docusign,' ending paper era, as it deputizes Nevis to help RIAs conquer their onboarding quagmire – and prove AI can fix 'the most painful workflow at any RIA'WT Ep. 368: October 2026 WealthTech NewsFP Survey: Firms commit to marketing but aren't tracking the resultsFP High mortgage rates complicate the case for paying cash for a homeIN Advisor moves: Raymond James lands $700M Truist duo in FloridaFP Ask an Advisor: What non-AUM metrics do you use to measure your firm's success?SEC SEC Issues Exemptive Relief from Treasury Clearing Requirements for Certain Inter-Affiliate and Non-U.S. Repo TransactionsWM Wealth Firms Urge Patience on Anthropic IPOIN Schwab IMPACT 2026 full conference coverageWM Snowden Lane Settles SEC Charges Over Fee Disclosures
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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.

Filters1

12,831 firms manage $34.5 trillionno broker-dealer ties

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. 10517
    Timberchase Financial, LLCHomewood, AL · 126 clientsWealth manager
    Schwab 100%
    $280M
  2. 10518
    DBS Investment Advisers, LLCBay City, MI · 591 clientsWealth manager
    Fidelity 63%Ascensus Trust 28%
    $280M
  3. 10519
    Iridian Asset Management LLC14 clientsPrivate fund adviser
    CIBC Private Wealth 58%BNY 23%
    $280M
  4. 10520
    Farrow Financial IncSouth Burlington, VT · 195 clientsWealth manager
    Schwab 95%
    $280M
  5. 10521
    WWM Advisory Inc.Culver City, CA · 110 clientsWealth manager
    Vanguard 50%Morgan Stanley 29%
    $280M
  6. 10522
    Rockingstone AdvisorsGreat Barrington, MA · 61 clientsWealth manager
    Schwab 57%Fidelity 43%
    $280M
  7. 10523
    Victus Capital WealthSanta Monica, CA · 188 clientsWealth manager
    Schwab 0%
    $280M
  8. 10525
    Fathom Point Capital LLCSan Francisco, CA · 3 clientsAsset manager
    No custodian reported
    $280M
  9. 10526
    Conquis Financial LLCMillbrae, CA · 50 clientsWealth manager
    Schwab 100%
    $280M
  10. 10527
    ARG Private Wealth, LLCCincinnati, OH · 65 clientsWealth manager
    No custodian reported
    $280M
  11. 10528
    Paladin Wealth PartnersClive, IA · 102 clientsWealth manager
    Schwab 100%
    $280M
  12. 10529
    Faith Investor ServicesScottsdale, AZ · 254 clientsAsset manager
    Schwab 100%
    $280M
  13. 10530
    Creekside Capital, Inc.Knoxville, TN · 234 clientsWealth manager
    Schwab 100%
    $280M
  14. 10531
    Tandem Capital Management, Inc.Woodcliff Lake, NJ · 93 clientsWealth manager
    Fidelity 100%
    $280M
  15. 10533
    Goldstein Capital Corp.23 clientsPrivate fund adviser
    U.S. Bank 59%Schwab 41%
    $280M
  16. 10534
    Members Wealth LLCMedia, PA · 166 clientsWealth manager
    Fidelity 100%
    $280M
  17. 10535
    Nucleo Capital Ltda.Sao Paulo, SP, Brazil · 4 clientsPrivate fund adviser
    No custodian reported
    $280M
  18. 10536
    CRF Financial GroupIndianapolis, IN · 37 clientsPrivate fund adviser
    No custodian reported
    $279M
  19. 10538
    Mosley Wealth Management, Inc.Anaheim, CA · 707 clientsWealth manager
    Schwab 100%
    $279M
  20. 10539
    American Financial & Tax Strategies, Inc.New York, NY · 191 clientsWealth manager
    Schwab 100%
    $279M
  21. 10541
    Pathworks Financial, Inc.Novi, MI · 410 clientsWealth managerWrap sponsor
    Fidelity 73%Schwab 27%
    $279M
  22. 10543
    Eureka Equity PartnersPhiladelphia, PA · 3 clientsPrivate fund adviser
    No custodian reported
    $279M
  23. 10545
    Detterbeck Wealth ManagementPalatine, IL · 165 clientsWealth manager
    Schwab 100%
    $279M
  24. 10546
    Pontem Investment Management CompanyHouston, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $279M
  25. 10547
    Kintayl Capital LPNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $279M
  26. 10548
    Schlegel Dunn LLCPlano, TX · 154 clientsWealth manager
    Raymond James 100%
    $279M
  27. 10549
    Cottonwood Wealth Strategies, LLCSalt Lake City, UT · 238 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $279M
  28. 10550
    Horizon Family Wealth, Inc.Chicago, IL · 94 clientsWealth manager
    Raymond James 100%
    $279M
  29. 10553
    Stilwell Value LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $279M
  30. 10554
    Millennial WealthFall City, WA · 229 clientsWealth manager
    Schwab 100%
    $279M
  31. 10555
    Superbloom PartnersVenice, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $279M
  32. 10557
    Vermillion & White Wealth Management GroupPhoenixville, PA · 357 clientsWealth manager
    Schwab 100%
    $279M
  33. 10558
    Verity Wealth Advisors, LLCSausalito, CA · 52 clientsWealth manager
    Schwab 100%
    $279M
  34. 10559
    Wealth Advisors Group, LLCCoralville, IA · 272 clientsWealth manager
    Tiaa-Cref Individual & Institutional Services 59%Schwab 41%
    $278M
  35. 10560
    Fort Henry Capital, LLCWheeling, WV · 476 clientsWealth manager
    Schwab 100%
    $278M
  36. 10561
    Lexington Hill Partners, LLCDallas, TX · 57 clientsWealth manager
    Schwab 70%Fidelity 30%
    $278M
  37. 10562
    Edenbrook Capital, LLCMount Kisco, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $278M
  38. 10564
    International Money Matters PVT LTDBengaluru, Karnataka, India · 646 clientsWealth manager
    No custodian reported
    $278M
  39. 10565
    Beacon Capital, LLCCedar Rapids, IA · 629 clientsWealth manager
    Schwab 100%
    $278M
  40. 10566
    Beacon Wealth Consultants, Inc.Roanoke, VA · 537 clientsWealth manager
    Schwab 100%
    $278M

RIAs by state