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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. 14956
    Richard G. Slater48 clientsWealth manager
    Schwab 100%
    $114M
  2. 14957
    Leonard Advisory Group LLCSaint Joseph, MI · 253 clientsWealth manager
    Assetmark Brokerage 88%
    $114M
  3. 14958
    Skloff Financial Group444 clientsWealth manager
    Fidelity 100%
    $114M
  4. 14959
    Integrated Wealth Solutions, LLCYork, PA · 306 clientsWealth manager
    Schwab 100%
    $114M
  5. 14960
    Alpha FiduciaryPhoenix, AZ · 105 clientsWealth manager
    Schwab 100%
    $114M
  6. 14961
    LRH Capital Advising LLCDallas, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $114M
  7. 14962
    AtwobKatonah, NY · 97 clientsWealth manager
    Schwab 100%
    $114M
  8. 14963
    Financial Planning First, LLCTuscon, AZ · 296 clientsWealth managerWrap sponsor
    Schwab 100%
    $114M
  9. 14964
    Coordinated Wealth Management, L.L.C.Hendersonville, TN · 96 clientsWealth manager
    Schwab 100%
    $114M
  10. 14966
    Webster Street Investment Advisors LLC56 clientsWealth manager
    Schwab 100%
    $114M
  11. 14967
    Common Cents Wealth Management, LLCPembroke Pines, FL · 205 clientsWealth manager
    Schwab 100%
    $114M
  12. 14968
    Burne Financial Concepts, LLCWatertown, CT · 144 clientsWealth manager
    Schwab 100%
    $114M
  13. 14969
    Pleasantdale Wealth Management, LLC187 clientsWealth manager
    Schwab 94%
    $114M
  14. 14970
    Tollefson and Company Investment Management LLC29 clientsWealth manager
    Schwab 100%
    $114M
  15. 14971
    ARX Private WealthLancaster, PA · 27 clientsWealth manager
    Schwab 100%
    $114M
  16. 14973
    Broadwealth LLC18 clientsWealth manager
    Fidelity 100%
    $114M
  17. 14974
    Signal Ridge Capital Partners, LLCFramingham, MA · 95 clientsWealth managerWrap sponsor
    Pershing 100%
    $114M
  18. 14976
    Expand Financial Group, LLC320 clientsWealth manager
    Schwab 100%
    $113M
  19. 14977
    Blue JAY Financial Group, LLCDefiance, OH · 303 clientsWealth managerWrap sponsor
    Schwab 87%
    $113M
  20. 14978
    HFG Advisors, Inc.Kennewick, WA · 133 clientsWealth manager
    Schwab 100%
    $113M
  21. 14979
    Financial Design Group, LLCLavista, NE · 210 clientsWealth manager
    Wells Fargo 100%
    $113M
  22. 14980
    Compass Private Wealth Group LLCShort Hills, NJ · 80 clientsWealth manager
    Schwab 100%
    $113M
  23. 14981
    56 Capital Partners, LTDColorado Springs, CO · 262 clientsWealth manager
    Interactive Brokers 69%Tiaa-Cref Individual & Institutional Services 31%
    $113M
  24. 14982
    Modernist Financial, LLCPortland, OR · 48 clientsWealth manager
    Schwab 100%
    $113M
  25. 14983
    Sparrow Capital Management IncSt. Louis, MO · 58 clientsAsset manager
    No custodian reported
    $113M
  26. 14984
    Hulsey Capital Management, Inc.Heber Springs, AR · 83 clientsWealth manager
    Schwab 100%
    $113M
  27. 14985
    Wealth-Builders, Inc.87 clientsWealth manager
    Schwab 72%Fidelity 28%
    $113M
  28. 14986
    Veltria Advisors Corp.Miami, FL · 17 clientsWealth managerBank-affiliated
    Morgan Stanley 42%Citi 22%
    $113M
  29. 14987
    Mk3 Wealth LLCCherry Hill, NJ · 85 clientsWealth manager
    Schwab 100%
    $113M
  30. 14988
    Chappelwood Financial ServicesEdmond, OK · 166 clientsWealth manager
    No custodian reported
    $113M
  31. 14989
    Bernard & Johnson Family Wealth ManagementPasadena, CA · 89 clientsWealth manager
    Schwab 100%
    $113M
  32. 14990
    Eagle Financial Advisors, LLCFrisco, TX · 329 clientsWealth manager
    Schwab 74%Fidelity 26%
    $113M
  33. 14991
    Oxford Planning Group, LLCWoodstock, MD · 93 clientsWealth manager
    Schwab 100%
    $113M
  34. 14992
    Tidmore Retirement Planning SpecialistsBeachwood, OH · 214 clientsWealth manager
    Schwab 100%
    $113M
  35. 14993
    Lynch Financial AdvisorsRoseville, CA · 119 clientsWealth manager
    No custodian reported
    $113M
  36. 14994
    Wisdom Planning GroupOrlando, FL · 115 clientsWealth manager
    Schwab 100%
    $113M
  37. 14995
    Kintra Investments, LLCMarysville, OH · 1 clientsAsset manager
    No custodian reported
    $113M
  38. 14996
    Municipal Asset Management IncRye Brook, NY · 21 clientsWealth manager
    Wells Fargo 100%
    $113M
  39. 14997
    Infinite Giving Advisory Services, Inc.Atlanta, GA · 211 clientsAsset manager
    Apex Fintech 100%
    $113M
  40. 14998
    Mosaic FI LLCLincolnshire, IL · 253 clientsWealth manager
    Schwab 100%
    $113M

RIAs by state