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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. 12877
    Kelsey Financial, LLCMoorpark, CA · 275 clientsWealth manager
    Schwab 100%
    $176M
  2. 12878
    McLaughlin Asset Management, Inc.Danville, IL · 111 clientsWealth manager
    Schwab 100%
    $176M
  3. 12881
    SFI Advisors, LLCMontclair, NJ · 304 clientsWealth managerHybrid
    Schwab 100%
    $176M
  4. 12884
    Together PlanningGainesville, FL · 187 clientsWealth manager
    Schwab 100%
    $176M
  5. 12885
    Comprehensive Financial Planning IncOklahoma City, OK · 100 clientsWealth manager
    Schwab 100%
    $176M
  6. 12886
    Fellowship Financial GroupMaitland, FL · 492 clientsWealth manager
    Schwab 100%
    $176M
  7. 12887
    Planvest Financial, Inc.Gaithersburg, MD · 309 clientsWealth managerWrap sponsor
    Schwab 100%
    $176M
  8. 12890
    Toptier Wealth Management105 clientsWealth manager
    Schwab 100%
    $176M
  9. 12893
    Profusion Private WealthSt. Louis, MO · 78 clientsWealth manager
    Schwab 100%
    $176M
  10. 12895
    Fiduciary Financial Planning NetworkOnalaska, WI · 333 clientsWealth manager
    Schwab 100%
    $176M
  11. 12896
    Downing Street Wealth Management LLCGreenwood Village, CO · 150 clientsWealth manager
    Schwab 70%
    $176M
  12. 12897
    Light Financial Services, Inc.Fargo, ND · 622 clientsWealth manager
    Schwab 82%
    $176M
  13. 12898
    Hill Country GroupBoerne, TX · 413 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $176M
  14. 12899
    TLW Wealth Management, LLC118 clientsWealth manager
    Schwab 100%
    $175M
  15. 12903
    Alan B. Lancz & Associates, Inc.Toledo, OH · 101 clientsWealth managerHybrid
    Schwab 81%
    $175M
  16. 12904
    Appalachian Capital ManagementSt. Clairsville, OH · 358 clientsWealth manager
    Schwab 100%
    $175M
  17. 12905
    CTA Wealth Advisors, Inc.Burbank, CA · 104 clientsWealth managerHybrid
    Schwab 100%
    $175M
  18. 12906
    Gould Capital, LLCTacoma, WA · 156 clientsWealth manager
    Schwab 100%
    $175M
  19. 12908
    WPA Family Office, LLCDallas, TX · 21 clientsWealth manager
    Schwab 100%
    $175M
  20. 12909
    The Pillar StrategiesFlemington, NJAsset managerHybrid
    Schwab 100%
    $175M
  21. 12913
    Power Asset Management LLCLos Angeles, CA · 35 clientsWealth manager
    Schwab 50%Northern Trust 39%
    $175M
  22. 12914
    J. Freeman & AssociatesGreenville, SC · 365 clientsBroker-dealer firmHybrid
    Schwab 100%
    $175M
  23. 12918
    Yoffe Investment Management, LLCLemoyne, PA · 13 clientsWealth manager
    Schwab 100%
    $175M
  24. 12922
    Meliora CapitalTulsa, OK · 103 clientsWealth manager
    Schwab 100%
    $175M
  25. 12923
    Sageoak Financial, LLCTulsa, OK · 263 clientsWealth manager
    Schwab 100%
    $175M
  26. 12924
    Guardian Wealth ManagementSalt Lake City, UT · 131 clientsWealth manager
    Schwab 53%Wells Fargo 47%
    $175M
  27. 12930
    Capstone Investment Financial Group, LLCWebster, NY · 392 clientsWealth managerWrap sponsor
    Schwab 100%
    $175M
  28. 12931
    Stewardship Concepts Financial Services LLCSpokane, WA · 247 clientsWealth manager
    Schwab 95%
    $175M
  29. 12935
    Sjhl Financial GroupMcPherson, KS · 385 clientsWealth manager
    Schwab 100%
    $175M
  30. 12937
    Family Legacy Financial Solutions, LLCCary, NC · 315 clientsWealth managerWrap sponsor
    Schwab 100%
    $175M
  31. 12940
    Davidov Wealth Group, LLCGarden City, NY · 363 clientsWealth manager
    Schwab 100%
    $174M
  32. 12941
    Viaquest Advisors LLCHouston, TX · 292 clientsWealth manager
    Schwab 100%
    $174M
  33. 12942
    Echelons Capital, LLCPark City, UT · 36 clientsWealth manager
    Schwab 100%
    $174M
  34. 12945
    ATX Financial Planning, LLCAustin, TX · 211 clientsWealth manager
    Schwab 100%
    $174M
  35. 12947
    Corrales & Co.Miami, FL · 304 clientsWealth managerHybrid
    Schwab 100%
    $174M
  36. 12948
    Provident Financial Planning, LLCAddison, TX · 72 clientsWealth manager
    Schwab 100%
    $174M
  37. 12949
    Rockhill Advisors LLCVictor, ID · 24 clientsWealth manager
    Schwab 100%
    $174M
  38. 12950
    Murphy & Mullick Capital Management CorpSmithtown, NY · 436 clientsWealth managerHybrid
    Schwab 80%
    $174M
  39. 12951
    Opal AdvisorsBellevue, WA · 185 clientsWealth manager
    Schwab 100%
    $174M
  40. 12952
    JMS Capital Group Wealth Services, LLCSewickley, PA · 419 clientsWealth manager
    Schwab 75%Empower Financial Services 22%
    $174M

RIAs by state