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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. 12002
    Crescent Sterling LTD.Metairie, LA · 195 clientsWealth manager
    Schwab 100%
    $210M
  2. 12005
    Macroclimate LLC43 clientsWealth manager
    Schwab 100%
    $210M
  3. 12010
    Cornerstone Securities LLCOverland Park, KS · 900 clientsWealth manager
    Schwab 100%
    $210M
  4. 12011
    Magellan Planning GroupAtlanta, GA · 251 clientsWealth manager
    Schwab 100%
    $210M
  5. 12013
    Lummis Asset Management, L.P.Fort Worth, TX · 43 clientsWealth manager
    Schwab 61%Fifth Third Bank 39%
    $210M
  6. 12014
    Gouws Capital LLCCharlotte, NC · 52 clientsWealth manager
    Schwab 100%
    $210M
  7. 12015
    Williams Financial, LLCNorth Bennington, VT · 267 clientsWealth manager
    Schwab 100%
    $210M
  8. 12017
    Advisory Investor Services LLCMiami, FL · 189 clientsAsset managerHybridMiura Capital, LLC, clears through Pershing
    Pershing 85%
    $210M
  9. 12018
    T.M. Wealth ManagementReston, VA · 99 clientsWealth manager
    Schwab 100%
    $210M
  10. 12019
    Cultivating Wealth175 clientsWealth manager
    Schwab 100%
    $210M
  11. 12022
    IMG Wealth Management, Inc.Jacksonville, FL · 710 clientsWealth managerHybrid
    Schwab 92%
    $210M
  12. 12025
    Runde & Co. LLCSeattle, WA · 44 clientsWealth manager
    Schwab 100%
    $209M
  13. 12026
    Babb Wealth Advisors LLCFlagstaff, AZ · 347 clientsWealth managerWrap sponsor
    Schwab 100%
    $209M
  14. 12030
    Financial Investment Team ("fit")Portland, OR · 303 clientsWealth managerHybrid
    Schwab 100%
    $209M
  15. 12031
    Filigree Wealth Advisors, LLCIrvine, CA · 45 clientsWealth manager
    Schwab 100%
    $209M
  16. 12034
    Werlinich Asset Management, L.L.C.51 clientsWealth manager
    Schwab 100%
    $209M
  17. 12036
    Reservoir Wealth ManagementLima, OH · 460 clientsWealth manager
    Schwab 77%Capital Client Group 23%
    $209M
  18. 12037
    Cavu Wealth ManagementLakeside, CA · 378 clientsWealth managerHybrid
    Schwab 100%
    $209M
  19. 12038
    Madson Wealth Advisors Inc.Santa Rosa, CA · 171 clientsWealth manager
    Schwab 100%
    $209M
  20. 12040
    Southcol AdvisorsNaples, FL · 8 clientsAsset manager
    Schwab 100%
    $209M
  21. 12041
    Clarity Wealth Development, LLCCorvallis, OR · 226 clientsWealth manager
    Schwab 100%
    $209M
  22. 12043
    Golden Bell Financial Planning, LLC92 clientsWealth manager
    Schwab 100%
    $209M
  23. 12046
    GO Wealth ManagementEugene, OR · 519 clientsWealth manager
    Schwab 100%
    $208M
  24. 12049
    Ucap AmericasMiami, FL · 189 clientsAsset managerHybridUcap Bahamas LTD, Ucap Securities (HK) Limited, clears through Pershing, StoneX
    Stonex Financial 83%
    $208M
  25. 12053
    Alere Planning LLC201 clientsWealth managerHybrid
    Schwab 99%
    $208M
  26. 12054
    Fulcrum Wealth Advisors, LLCBellevue, WA · 143 clientsWealth manager
    Schwab 100%
    $208M
  27. 12055
    DWPGrosse Pointe Farms, MI · 136 clientsWealth manager
    Schwab 73%Comerica Bank 27%
    $208M
  28. 12056
    Guardsman Private Capital Management, Inc.Sarasota, FL · 37 clientsAsset manager
    Schwab 100%
    $208M
  29. 12059
    Fairscale Capital, LLCNashua, NH · 179 clientsWealth manager
    Schwab 100%
    $208M
  30. 12061
    Orographic Financial Advisors111 clientsWealth manager
    Schwab 100%
    $208M
  31. 12062
    Gates Pass Advisors, LLCLos Altos, CA · 69 clientsWealth manager
    SEI 92%
    $208M
  32. 12064
    Terraform Wealth, LLCHouston, TX · 10 clientsWealth manager
    Schwab 56%J.P. Morgan 22%Morgan Stanley 22%
    $208M
  33. 12065
    Smith & WyattCollege Station, TX · 724 clientsWealth manager
    Schwab 62%Capital Client Group 38%
    $207M
  34. 12066
    Prairieview Wealth & Tax AdvisorsFrankfort, IL · 288 clientsWealth manager
    Schwab 100%
    $207M
  35. 12067
    White Knight Strategic Wealth Advisors, LLCLawrenceville, NJ · 196 clientsWealth managerHybrid
    Schwab 100%
    $207M
  36. 12069
    Bluestone® Financial Advisors, LLCBethesda, MD · 50 clientsWealth manager
    Schwab 100%
    $207M
  37. 12073
    Purtill Financial LLCHighland Heights, OH · 163 clientsWealth manager
    Schwab 100%
    $207M
  38. 12074
    Lake Hills Wealth Management, LLCAustin, TX · 229 clientsWealth manager
    Schwab 100%
    $207M
  39. 12075
    Zermatt Wealth AdvisorsSan Diego, CA · 263 clientsWealth manager
    Schwab 100%
    $207M
  40. 12077
    Alliance Investment Management, LLCJenison, MI · 170 clientsWealth manager
    Schwab 100%
    $207M

RIAs by state