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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. 12721
    Freestate Advisors LLCOverland Park, KS · 244 clientsWealth manager
    Schwab 100%
    $182M
  2. 12722
    Dark Horse Advisors LLC179 clientsWealth managerHybrid
    Schwab 100%
    $182M
  3. 12724
    Financial Partners, LLCSanta Fe, NM · 268 clientsWealth manager
    Schwab 100%
    $182M
  4. 12725
    MRD, Inc.73 clientsWealth manager
    Schwab 52%Fidelity 48%
    $182M
  5. 12727
    Cannon AdvisorsCharlotte, NC · 230 clientsWealth manager
    Schwab 100%
    $182M
  6. 12731
    RBP Investment Advisors Inc.102 clientsWealth manager
    Schwab 100%
    $182M
  7. 12732
    New Dimensions Wealth Management, L.L.C.Allen, TX · 111 clientsWealth manager
    Schwab 100%
    $182M
  8. 12734
    Spahn Wealth & Retirement LLCScottsdale, AZ · 133 clientsWealth manager
    Schwab 100%
    $181M
  9. 12736
    Rutherford Asset Planning, Inc.Tampa, FL · 77 clientsWealth manager
    Schwab 100%
    $181M
  10. 12738
    Front Porch Financial AdvisoryCharlotte, NC · 132 clientsWealth manager
    Schwab 65%Voya Retirement Advisors 23%
    $181M
  11. 12739
    Private Client Asset Management, Inc.Massapequa, NY · 244 clientsWealth managerHybrid
    Schwab 100%
    $181M
  12. 12749
    Atmos Advisory, LLCPittsburgh, PA · 90 clientsWealth manager
    Schwab 100%
    $181M
  13. 12750
    Cornerstone Investment Advisors, LLCBoulder, CO · 122 clientsWealth manager
    Schwab 83%
    $181M
  14. 12752
    Saperston Legacy Advisors, Inc.Hamburg, NY · 436 clientsWealth manager
    Schwab 100%
    $181M
  15. 12753
    Ellis Financial PlanningClarksville, TN · 331 clientsWealth manager
    Schwab 100%
    $181M
  16. 12754
    Horowitz & Company, Inc.Fort Lauderdale, FL · 206 clientsWealth manager
    Schwab 100%
    $181M
  17. 12760
    CYR Financial Inc.Hennepin, IL · 472 clientsWealth manager
    Schwab 100%
    $181M
  18. 12761
    Accelerated Wealth Advisors LLCColorado Springs, CO · 571 clientsWealth manager
    Schwab 100%
    $180M
  19. 12762
    Broad Reach Capital LLCRaleigh, NC · 22 clientsAsset manager
    Pinnacle Financial Partners 52%Equity Trust 37%
    $180M
  20. 12764
    Woloshin Investment Management, LLCMedford, NJ · 410 clientsWealth managerWrap sponsor
    Schwab 100%
    $180M
  21. 12766
    Steven G. Blum and Associates, LLCSwarthmore, PA · 70 clientsWealth manager
    Schwab 52%Fidelity 35%
    $180M
  22. 12767
    Lander & Associates Inc48 clientsWealth manager
    Schwab 86%
    $180M
  23. 12768
    Wacker & Associates, Inc.Jackson, MN · 183 clientsWealth manager
    Schwab 88%
    $180M
  24. 12769
    Lewis Capital ManagementBeverly Hills, CA · 83 clientsWealth manager
    Schwab 100%
    $180M
  25. 12771
    Fleisher, Martin12 clientsWealth manager
    Vanguard 56%Schwab 25%
    $180M
  26. 12776
    T2 Asset Management, LLCNaperville, IL · 560 clientsWealth managerHybrid
    Schwab 100%
    $180M
  27. 12780
    C2c Wealth Management, LLCScottsdale, AZ · 324 clientsWealth managerHybrid
    Schwab 100%
    $180M
  28. 12781
    Bey-Douglas, LLC Investment CounselMarietta, GA · 150 clientsWealth manager
    Schwab 100%
    $180M
  29. 12783
    Winter & Associates, Inc.St. Paul, MN · 208 clientsWealth manager
    Schwab 58%Pershing 42%
    $180M
  30. 12784
    Keen Capital, LTDChapin, SC · 113 clientsWealth manager
    Schwab 87%
    $180M
  31. 12787
    River City Wealth ManagementJacksonville, FL · 128 clientsWealth manager
    Schwab 100%
    $180M
  32. 12788
    Rare Wolf Capital LLCBellevue, WA · 33 clientsWealth manager
    Schwab 100%
    $180M
  33. 12790
    Astra Ventures52 clientsWealth manager
    Schwab 91%
    $180M
  34. 12793
    Golden K Plans and Wealth Management A DBA of Golden K Wealth MGWoodland Hills, CA · 126 clientsAsset manager
    Schwab 65%Broadridge 35%
    $179M
  35. 12794
    Beers Kight Financial Advisors, LLCColumbia, SC · 100 clientsWealth manager
    Schwab 100%
    $179M
  36. 12796
    The Private Investment Group, Inc.Kettering, OH · 184 clientsWealth manager
    Schwab 100%
    $179M
  37. 12799
    Timmons Wealth ManagementAttleboro, MA · 150 clientsWealth manager
    Schwab 100%
    $179M
  38. 12802
    Dolan Capital Advisors, LLCCharlotte, NC · 83 clientsWealth manager
    Schwab 100%
    $179M
  39. 12804
    Benchmark Wealth ManagementCincinnati, OH · 76 clientsWealth manager
    Schwab 84%
    $179M
  40. 12805
    Brightree Wealth Management, LLC191 clientsWealth manager
    Schwab 100%
    $179M

RIAs by state