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Est. 2026The front page of wealth managementNew York

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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. 14627
    Main Line Group Wealth Management, LLC62 clientsWealth manager
    Schwab 100%
    $123M
  2. 14629
    Beyond WealthOverland Park, KS · 147 clientsWealth manager
    Schwab 100%
    $122M
  3. 14630
    Coast Advisory LLCEast Troy, WI · 546 clientsWealth manager
    Schwab 100%
    $122M
  4. 14631
    V3limited LLCRadnor, PA · 57 clientsWealth manager
    Fidelity 60%Merrill / Bank of America 40%
    $122M
  5. 14632
    Lionsbridge Wealth Management LLCJacksonville Beach, FL · 68 clientsWealth manager
    Schwab 100%
    $122M
  6. 14633
    Integrated Wealth Advisors, LLCBellevue, WA · 86 clientsWealth manager
    Fidelity 100%
    $122M
  7. 14634
    Pathfinder Planning and InvestmentsMissoula, MT · 79 clientsWealth manager
    Altruist 100%
    $122M
  8. 14638
    Arbor Financial Services, LLCDowners Grove, IL · 240 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $122M
  9. 14639
    Pacific Coast Investment Advisors, LLCWest Linn, OR · 108 clientsWealth manager
    Schwab 100%
    $122M
  10. 14640
    Bridgeview Capital Advisors, Inc.El Dorado Hills, CA · 153 clientsWealth manager
    Schwab 100%
    $122M
  11. 14643
    United Value Capital, LLC8 clientsWealth manager
    Interactive Brokers 57%U.S. Bank 43%
    $122M
  12. 14644
    Evans Wealth ManagementGallipolis, OH · 665 clientsWealth manager
    No custodian reported
    $122M
  13. 14645
    Laureate Wealth Management, LLCGlen Ellyn, IL · 39 clientsWealth manager
    Schwab 81%
    $122M
  14. 14646
    CJC Wealth Management81 clientsWealth manager
    Schwab 100%
    $122M
  15. 14648
    First Look Capital Management, LLC98 clientsWealth manager
    Schwab 100%
    $122M
  16. 14650
    Tolley Financial Group, LLCRaleigh, NC · 192 clientsWealth manager
    Schwab 94%
    $122M
  17. 14651
    Cambrian Asset Management, Inc.Mill Valley, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $122M
  18. 14652
    AscentrisDenver, CO · 3 clientsPrivate fund adviser
    No custodian reported
    $122M
  19. 14653
    Lifelong Wealth Management Group, LLCLake Oswego, OR · 187 clientsWealth manager
    Schwab 97%
    $122M
  20. 14654
    Traver Financial Consulting Network PALakewood Ranch, FL · 54 clientsWealth manager
    Schwab 100%
    $122M
  21. 14655
    Commencement Financial Planning LLC46 clientsWealth manager
    Schwab 100%
    $122M
  22. 14656
    Cypress Capital Management, LLCSheridan, WY · 196 clientsWealth manager
    Schwab 99%
    $122M
  23. 14657
    Encore Wealth AdvisorsMorris, MN · 464 clientsWealth manager
    Schwab 86%
    $122M
  24. 14658
    New Wave Financial Services69 clientsWealth manager
    Altruist 74%
    $122M
  25. 14659
    ArbalphaMiami, FLWealth manager
    No custodian reported
    $122M
  26. 14660
    Boston Portfolio AdvisersBoston, MA · 145 clientsWealth manager
    Schwab 100%
    $122M
  27. 14661
    Blue Haven Capital, LLCGeneva, IL · 206 clientsWealth manager
    Schwab 100%
    $122M
  28. 14662
    Twin Rivers Wealth ManagementSacramento, CA · 274 clientsWealth manager
    Schwab 100%
    $122M
  29. 14663
    Gira & Gira Investment Advisors LLCHarrisonburg, VA · 185 clientsWealth manager
    Schwab 100%
    $121M
  30. 14665
    Pathfinder Advisory, Inc.Rockford, IL · 142 clientsWealth manager
    Schwab 100%
    $121M
  31. 14666
    Wealth Script AdvisorsSan Francisco, CA · 51 clientsWealth manager
    Schwab 100%
    $121M
  32. 14667
    Matrix Planning IncSanta Monica, CA · 17 clientsWealth manager
    Schwab 100%
    $121M
  33. 14668
    Connective Portfolio Management, LLCNew York, NY · 14 clientsAsset manager
    Wealth 62%Pershing 38%
    $121M
  34. 14669
    Alder Point Capital Management LLCLafayette, CO · 3 clientsPrivate fund adviser
    No custodian reported
    $121M
  35. 14670
    WP Asset ManagementBedminster, NJ · 224 clientsWealth manager
    No custodian reported
    $121M
  36. 14671
    Strickland Davis Advisors LLCMarietta, GA · 93 clientsWealth manager
    Schwab 100%
    $121M
  37. 14672
    Encompass Advisory Services, LLCKaty, TX · 433 clientsWealth manager
    Schwab 100%
    $121M
  38. 14673
    Foresight Wealth AdvisorsSkokie, IL · 7 clientsWealth manager
    Schwab 100%
    $121M
  39. 14674
    Life Strategies, Inc.Cardiff, CA · 115 clientsWealth manager
    Schwab 100%
    $121M
  40. 14675
    Arrow Wealth AdvisorsLynchburg, VA · 198 clientsWealth manager
    Schwab 100%
    $121M

RIAs by state