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Est. 2026The front page of wealth managementNew York

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IN Retirement healthcare costs: Advisors push HSAs to fill Medicare gapsIN LPL Financial adds $525M Georgia team from Northwestern MutualIN Inflation and debt leave four generations strained in retirement raceIN AI in asset management operations moves beyond fixing errors fasterIN Binance hack: $6.3 billion stolen in largest crypto heist in historyIN New platform aims to bridge health and financial planning for advisorsFP 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?
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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. 12175
    Phil A. Younker & Associates, LTD.113 clientsAsset manager
    Schwab 100%
    $202M
  2. 12176
    Johnson Lyman Wealth AdvisorsLos Altos, CA · 57 clientsWealth manager
    Schwab 98%
    $202M
  3. 12177
    Soundhaven Capital Management170 clientsAsset manager
    Schwab 100%
    $202M
  4. 12180
    J M Brown Financial PartnersTulsa, OK · 501 clientsWealth managerHybrid
    Schwab 76%American Funds 24%
    $202M
  5. 12184
    BAM Wealth Management LLCLakewood, CO · 288 clientsWealth manager
    Schwab 100%
    $202M
  6. 12185
    Blong FinancialMemphis, TN · 314 clientsWealth manager
    Fidelity 92%
    $202M
  7. 12186
    Great River FinancialPlymouth, MN · 136 clientsWealth manager
    Schwab 100%
    $202M
  8. 12189
    Simetria Advisory Group LLCMiami, FL · 417 clientsAsset managerHybridBrasil Plural Securities LLC, Luso Partners Sociedade Corretora, S.A.
    Interactive Brokers 84%
    $202M
  9. 12194
    Saul Wealth Advisors, LLCMiami, FL · 106 clientsWealth manager
    Schwab 61%BNY 39%
    $201M
  10. 12197
    Keystone Wealth Advisors, IncorporatedEagan, MN · 66 clientsWealth manager
    Schwab 100%
    $201M
  11. 12198
    Paradigm Wealth Advisory LLCBridgewater, NJ · 283 clientsWealth managerWrap sponsorHybrid
    LPL Financial 95%
    $201M
  12. 12199
    Pacific Financial Strategies, IncThousand Oaks, CA · 713 clientsWealth manager
    Schwab 100%
    $201M
  13. 12202
    Regents Partners, LLC327 clientsWealth manager
    Schwab 100%
    $201M
  14. 12203
    Waverley Wealth Management LLCMountain View, CA · 114 clientsWealth manager
    Schwab 100%
    $201M
  15. 12204
    Upper Left Wealth Management, LLC95 clientsWealth manager
    Schwab 86%
    $201M
  16. 12205
    Sterling Manor Financial, LLCSaratoga Springs, NY · 395 clientsWealth managerWrap sponsor
    Schwab 100%
    $201M
  17. 12206
    My Portfolio Guide, LLCSeal Beach, CA · 318 clientsWealth manager
    Schwab 100%
    $201M
  18. 12207
    Custom Wealth ManagementPlymouth, MI · 504 clientsWealth manager
    Schwab 100%
    $201M
  19. 12208
    Stride Investments, LLCChicago, IL · 531 clientsWealth manager
    Schwab 100%
    $201M
  20. 12211
    Blue CapitalOmaha, NE · 443 clientsWealth manager
    Schwab 100%
    $201M
  21. 12212
    Calculated WealthMadison, WI · 194 clientsWealth manager
    Schwab 94%
    $201M
  22. 12214
    Farrell FinancialOrchard Park, NY · 233 clientsWealth manager
    Schwab 100%
    $201M
  23. 12216
    Emerald Bay Wealth Management LLCTahoe City, CA · 40 clientsWealth manager
    Schwab 100%
    $200M
  24. 12217
    URS AdvisoryJupiter, FL · 173 clientsWealth manager
    Schwab 100%
    $200M
  25. 12218
    Comprehensive Money Management Services LLC105 clientsWealth manager
    Schwab 100%
    $200M
  26. 12219
    Harvest Investment Advisors, LLC125 clientsWealth manager
    Schwab 100%
    $200M
  27. 12220
    Weingarten Associates, L.L.C.Lawrenceville, NJ · 65 clientsWealth manager
    Schwab 100%
    $200M
  28. 12221
    MH & Associates Securities Management CorporationCarlsbad, CA · 75 clientsWealth manager
    Schwab 100%
    $200M
  29. 12222
    Tandem Investment Partners, LLCBordentown, NJ · 192 clientsWealth manager
    Schwab 100%
    $200M
  30. 12223
    Laughlin Financial LLCBloomington, IN · 82 clientsWealth manager
    Schwab 99%
    $200M
  31. 12226
    Thompson Capital Management, LLC86 clientsAsset manager
    Schwab 100%
    $200M
  32. 12227
    Chapman Investment Management, LLC62 clientsWealth manager
    Schwab 60%U.S. Bank 40%
    $200M
  33. 12230
    Asset Management GroupCartersville, GA · 372 clientsWealth manager
    Schwab 100%
    $200M
  34. 12233
    WH Cornerstone Investments Inc.Duxbury, MA · 148 clientsWealth manager
    Schwab 100%
    $200M
  35. 12235
    AI Alpha LLCGrand Rapids, MI · 6 clientsAsset manager
    Schwab 100%
    $200M
  36. 12237
    Flagship Capital Management IncMedia, PA · 176 clientsWealth manager
    Schwab 100%
    $200M
  37. 12238
    Planning Works Advisory, Inc.Austin, TX · 129 clientsWealth manager
    Schwab 100%
    $200M
  38. 12241
    Kapusta Financial GroupPittsburgh, PA · 207 clientsWealth manager
    Schwab 100%
    $200M
  39. 12243
    IA Network, LLCCharlotte, NC · 259 clientsWealth managerHybrid
    Schwab 72%SEI 28%
    $200M
  40. 12244
    Capital Asset Management, Inc.Columbus, OH · 124 clientsWealth manager
    Fidelity Distributors Company 99%
    $200M

RIAs by state