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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

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. 12807
    Parvin Asset Management, LLCSioux Falls, SD · 101 clientsWealth manager
    Schwab 81%
    $179M
  2. 12809
    True Square Financial LLCAtlanta, GA · 73 clientsWealth manager
    Schwab 100%
    $179M
  3. 12811
    The Planner's Edge LLCMercer Island, WA · 213 clientsWealth manager
    Schwab 100%
    $179M
  4. 12814
    Clearview Wealth ManagementIrvine, CA · 386 clientsWealth manager
    Schwab 100%
    $179M
  5. 12816
    Keystone Financial Resources, LLCBrentwood, TN · 100 clientsWealth managerWrap sponsor
    Schwab 100%
    $179M
  6. 12817
    Core Financial AdvisorsSan Bernardino, CA · 249 clientsWealth managerHybrid
    Schwab 100%
    $179M
  7. 12818
    Liberty One Wealth AdvisorsPhiladelphia, PA · 236 clientsWealth managerWrap sponsor
    Schwab 100%
    $178M
  8. 12819
    Legacy Wealth Advisors, LLCSan Jose, CA · 62 clientsWealth manager
    Schwab 100%
    $178M
  9. 12820
    Glass Lakes Capital Management LLCOverland Park, KS · 140 clientsWealth manager
    Schwab 100%
    $178M
  10. 12823
    Aspetuck Financial Management LLCWestport, CT · 99 clientsWealth manager
    Schwab 100%
    $178M
  11. 12826
    Investment Insight Wealth Management, LLC133 clientsWealth manager
    Schwab 100%
    $178M
  12. 12830
    Hedges Asset Management LLC28 clientsWealth managerHybrid
    Schwab 100%
    $178M
  13. 12835
    Silicon Private Wealth, LLC89 clientsWealth managerHybrid
    Schwab 100%
    $178M
  14. 12836
    SMB Financial Services, Inc.Portland, OR · 444 clientsWealth manager
    Schwab 100%
    $178M
  15. 12837
    Gasber Financial Advisors, IncFolsom, CA · 183 clientsWealth manager
    Schwab 100%
    $178M
  16. 12838
    Conway Financial Group, LLCChesterfield, MO · 84 clientsWealth manager
    Schwab 100%
    $178M
  17. 12841
    Crossgrain Family Investments, LLC77 clientsWealth manager
    Schwab 100%
    $178M
  18. 12842
    M Wealth Management, LLCSan Diego, CA · 358 clientsWealth manager
    Schwab 100%
    $178M
  19. 12843
    Farris Capital Management Inc.Carrollton, TX · 395 clientsWealth manager
    Fidelity 57%Schwab 43%
    $178M
  20. 12844
    Hoff Private WealthWausau, WI · 177 clientsWealth manager
    Schwab 100%
    $177M
  21. 12845
    Hollingsworth Avent Averre & Purvis, PARaleigh, NC · 100 clientsWealth manager
    Schwab 100%
    $177M
  22. 12846
    Silverpeak Wealth AdvisorsBoulder, CO · 133 clientsWealth manager
    Schwab 100%
    $177M
  23. 12847
    Naviant Partners, LLCFairhope, AL · 130 clientsWealth manager
    Schwab 100%
    $177M
  24. 12849
    Oak Financial Group Inc131 clientsWealth manager
    Schwab 100%
    $177M
  25. 12850
    Newcorp Wealth ManagementAlpharetta, GA · 208 clientsWealth manager
    Schwab 100%
    $177M
  26. 12851
    Peterson Rogers Private Wealth, LLCSalt Lake City, UT · 87 clientsWealth manager
    Schwab 100%
    $177M
  27. 12852
    Marathon Mission, Inc.Latham, NY · 226 clientsWealth manager
    Schwab 100%
    $177M
  28. 12853
    Familywealth Asset ManagementLake Mary, FL · 421 clientsWealth manager
    Fidelity Distributors Company 47%Austin Capital Trust 39%
    $177M
  29. 12855
    Prosperitea PlanningGreenfield, MA · 121 clientsWealth manager
    Schwab 100%
    $177M
  30. 12856
    Stillwater Private WealthAllenton, PA · 164 clientsWealth manager
    Schwab 100%
    $177M
  31. 12858
    Bradyco Financial37 clientsWealth manager
    Schwab 100%
    $177M
  32. 12860
    Greybox InvestmentsBirmingham, AL · 108 clientsWealth manager
    Schwab 86%
    $177M
  33. 12863
    Ladd Capital Management LLCNew Haven, CT · 72 clientsWealth manager
    Schwab 100%
    $177M
  34. 12864
    Bannerman WealthLewisville, TX · 163 clientsWealth manager
    Schwab 100%
    $177M
  35. 12866
    Quantor Capital LLCHouston, TX · 18 clientsPrivate fund adviser
    ADM 55%Schwab 45%
    $176M
  36. 12869
    Pointer Financial Advisors LLCColumbia, MD · 160 clientsWealth manager
    Schwab 100%
    $176M
  37. 12870
    Livelsberger Financial AdvisoryAshland, OH · 380 clientsWealth manager
    Schwab 100%
    $176M
  38. 12871
    Parable Wealth AdvisorsSt Augustine, FL · 94 clientsWealth manager
    Schwab 100%
    $176M
  39. 12874
    Corbett Road Capital Management, LLCMcLean, VA · 3 clientsAsset managerHybridSpire Securities, LLC, clears through National Financial Services (Fidelity), Pershing
    Schwab 50%Fidelity 50%
    $176M
  40. 12875
    Avant Capital, LLCLafayette, LA · 339 clientsWealth manager
    Schwab 100%
    $176M

RIAs by state