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Est. 2026The front page of wealth managementNew York

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FP Wells Fargo raises hurdle for higher advisor payouts for first time in 5 yearsWM Schwab Survey: RIAs Are Shifting Growth Focus Beyond AUM to New Clients, ReferralsIN AI operating system race heats up as Nevis raises $70 millionFP When should RIAs hand clients to next-generation advisors?IN Taxes, alts, in the education spotlight at Schwab IMPACTIN Ameriprise’s Cracchiolo: There’s no retention program hereIN Schwab tells RIAs its wealth arm isn’t 'competing for new business'WM LPL-Affiliated Firm Sues Former Advisor, Cetera for Soliciting Clients, Stealing DataIN Vestmark, Allspring team up on advisor-built model portfoliosIN A successful AI workforce isn’t about agents, says Humanity Labs CEO
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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

6,418 firms manage $13.6 trillionCharles Schwab

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. 11431
    Delta Financial Advisors, IncKensington, MD · 245 clientsWealth managerHybrid
    Schwab 100%
    $234M
  2. 11432
    Daviman Financial, LLC256 clientsWealth manager
    Schwab 100%
    $234M
  3. 11435
    Helium Advisors LLCVancouver, WA · 279 clientsWealth manager
    Fidelity 59%Schwab 30%
    $234M
  4. 11436
    Atlas Wealth Partners LLCWyomissing, PA · 314 clientsWealth manager
    Schwab 100%
    $234M
  5. 11442
    Adaptation Financial Advisors Inc.Oklahoma City, OK · 690 clientsWealth managerHybrid
    Fidelity 56%Schwab 44%
    $234M
  6. 11443
    MPI Wealth Management LLCHinsdale, IL · 153 clientsWealth manager
    Schwab 68%Fifth Third Bank 32%
    $234M
  7. 11445
    Catalyst Financial NW CorporationGresham, OR · 1,068 clientsWealth manager
    Schwab 100%
    $233M
  8. 11446
    Figure 8 Investment Strategies LLCBoise, ID · 176 clientsWealth manager
    Schwab 100%
    $233M
  9. 11448
    Walker Financial Advisors IncMission Viejo, CA · 178 clientsWealth manager
    Schwab 100%
    $233M
  10. 11450
    Aspirean Wealth, LLCMill Valley, CA · 165 clientsWealth manager
    Schwab 100%
    $233M
  11. 11451
    Ironwood Wealth Management, Inc.Hurricane, WV · 276 clientsWealth manager
    Schwab 100%
    $233M
  12. 11454
    WE Alliance Wealth Advisors, Inc.Roseville, CA · 265 clientsWealth manager
    Equity Advisors Solutions 46%Schwab 35%
    $233M
  13. 11456
    D C Voss & Company, LLC59 clientsWealth manager
    Schwab 100%
    $233M
  14. 11458
    Summit Financial Advisors, Inc.Middletown, OH · 139 clientsWealth manager
    Schwab 100%
    $233M
  15. 11462
    Klein Pavlis & Peasley Financial, Inc.Irvine, CA · 338 clientsWealth manager
    Schwab 100%
    $233M
  16. 11463
    Taylor Frigon Capital Management LLCScottsdale, AZ · 121 clientsPrivate fund adviser
    Schwab 100%
    $233M
  17. 11464
    Direct Financial Care97 clientsWealth manager
    Schwab 100%
    $233M
  18. 11465
    Foundry Financial LLCPasadena, CA · 184 clientsWealth manager
    Fidelity 55%Schwab 45%
    $233M
  19. 11467
    Mount Vernon Associates IncBaltimore, MD · 72 clientsWealth manager
    Schwab 84%
    $233M
  20. 11468
    Integrated Capital Management, Inc.Jessup, PA · 926 clientsWealth manager
    Schwab 90%
    $232M
  21. 11470
    Bingham Private Wealth, LLCSan Francisco, CA · 117 clientsWealth manager
    Schwab 100%
    $232M
  22. 11473
    Millennium Capital Advisors, LLCLittle Rock, AR · 206 clientsWealth managerHybrid
    Schwab 100%
    $232M
  23. 11474
    Reshape WealthBoca Raton, FL · 127 clientsWealth manager
    Schwab 100%
    $232M
  24. 11477
    Econ Wealth ManagementHarrisburg, PA · 337 clientsWealth manager
    Schwab 100%
    $232M
  25. 11479
    Shelter Rock Management, LLCJericho, NY · 142 clientsWealth manager
    Fidelity 99%
    $232M
  26. 11483
    Piedmont Capital Management, LLCWhitefish, MT · 469 clientsWealth manager
    Schwab 100%
    $232M
  27. 11484
    Loudon Investment Management, LLCWest Lebanon, NH · 76 clientsWealth manager
    Schwab 80%
    $232M
  28. 11488
    Radix Financial, LLCGeorge Town, Cayman Islands · 53 clientsAsset manager
    J.P. Morgan 58%Schwab 37%
    $232M
  29. 11489
    Yardley Wealth Management LLCYardley, PA · 169 clientsWealth manager
    Schwab 77%Fidelity 23%
    $232M
  30. 11492
    Svrn Asset Management, LLCAustin, TX · 24 clientsWealth manager
    Schwab 100%
    $231M
  31. 11493
    Taurus Capital Advisors, LLCLake Oswego, OR · 263 clientsWealth manager
    Schwab 100%
    $231M
  32. 11496
    Financial Concepts Unlimited, Inc.198 clientsWealth managerHybrid
    Schwab 100%
    $231M
  33. 11500
    Vann Equity Management LLCPlano, TX · 188 clientsWealth managerHybrid
    Goldman Sachs 51%Schwab 49%
    $231M
  34. 11503
    Tenzing Financial LLCWilliamsburg, VA · 165 clientsWealth managerWrap sponsor
    LPL Financial 54%Schwab 46%
    $231M
  35. 11506
    Rosenberg Wealth AdvisorsBirmingham, MI · 161 clientsWealth manager
    Schwab 100%
    $231M
  36. 11507
    Draper Asset Management, LLCSmithtown, NY · 527 clientsWealth manager
    Schwab 100%
    $231M
  37. 11509
    Arch Global Advisors, LLCNew York, NY · 442 clientsWealth managerHybrid
    Schwab 100%
    $231M
  38. 11512
    Disciplined Portfolio Solutions LLC59 clientsWealth manager
    Schwab 100%
    $231M
  39. 11513
    Amplify Financial, LLCScottsdale, AZ · 1,601 clientsWealth managerHybridAshton Thomas Securities, LLC
    Schwab 78%
    $231M
  40. 11514
    Forest Asset Management LLCRiverside, IL · 114 clientsWealth manager
    Fidelity 70%Schwab 30%
    $231M

RIAs by state