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Est. 2026The front page of wealth managementNew York

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FP High mortgage rates complicate the case for paying cash for a homeIN Advisor moves: Raymond James lands $700M Truist duo in FloridaFP Ask an Advisor: What non-AUM metrics do you use to measure your firm's success?SEC SEC Issues Exemptive Relief from Treasury Clearing Requirements for Certain Inter-Affiliate and Non-U.S. Repo TransactionsWM Wealth Firms Urge Patience on Anthropic IPOIN Schwab IMPACT 2026 full conference coverageWM Snowden Lane Settles SEC Charges Over Fee DisclosuresIN RIA M&A could hit an all-time high in 2026, says FP TransitionsIN Wirehouse moves: JPMorgan taps Merrill veteran for Southeast role as BofA beefs up OCIO teamKC Weekend Reading For Financial Planners (October 31– November 1)
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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. 12953
    FMA Wealth Management, LLCDuxbury, MA · 144 clientsWealth manager
    Schwab 100%
    $174M
  2. 12956
    Chancellor Wealth Management, Inc.Atlanta, GA · 119 clientsWealth manager
    Schwab 100%
    $174M
  3. 12957
    Ivanoff Wealth Management Inc.Cypress, CA · 618 clientsWealth manager
    Schwab 100%
    $174M
  4. 12958
    Infinity Financial Services AdvisoryOakland, CA · 657 clientsWealth managerHybridInfinity Securities, Inc.
    Schwab 67%RBC 33%
    $174M
  5. 12959
    Levatus LLCBoston, MA · 46 clientsWealth manager
    Schwab 100%
    $174M
  6. 12960
    CLP Asset Management, LLC6 clientsWealth manager
    Schwab 100%
    $174M
  7. 12962
    Servo Wealth Management LLCOklahoma City, OK · 89 clientsWealth manager
    Schwab 100%
    $174M
  8. 12966
    Anchor Point FinancialBakersfield, CA · 171 clientsWealth manager
    Schwab 100%
    $174M
  9. 12967
    Benchmark Capital Group LTD.Galena, IL · 166 clientsWealth manager
    Schwab 63%Axos 37%
    $174M
  10. 12969
    RLB FinancialSpringfield, MO · 607 clientsWealth manager
    Schwab 100%
    $174M
  11. 12970
    Pinafore Wealth Counsel Inc.Durham, NC · 105 clientsWealth manager
    Schwab 100%
    $174M
  12. 12972
    Price Financial Group Wealth Management, Inc.Portland, OR · 549 clientsWealth managerWrap sponsor
    Schwab 99%
    $173M
  13. 12974
    IFCAuburn, CA · 1,050 clientsWealth manager
    Schwab 0%Altruist 0%
    $173M
  14. 12976
    Paradigm Capital ManagementReno, NV · 125 clientsWealth manager
    Schwab 100%
    $173M
  15. 12979
    Asco Financial Group, Inc.Kingston, PA · 61 clientsAsset managerHybrid
    Schwab 41%
    $173M
  16. 12981
    Winning Points Advisors, L.L.C.Boca Raton, FL · 209 clientsWealth manager
    Schwab 87%
    $173M
  17. 12983
    International Asset ManagementSan Mateo, CA · 190 clientsWealth manager
    Schwab 63%Interactive Brokers 37%
    $173M
  18. 12984
    Azzendo Wealth AdvisorsHollywood, FL · 102 clientsWealth manager
    Schwab 100%
    $173M
  19. 12987
    Shuttleworth & CompanyPowell, OH · 204 clientsWealth manager
    Schwab 100%
    $173M
  20. 12988
    Zynergy Retirement PlanningRed Bank, NJ · 172 clientsWealth manager
    Schwab 100%
    $173M
  21. 12989
    Stronghold Wealth Management L.L.C.Tampa, FL · 145 clientsWealth managerWrap sponsor
    Schwab 100%
    $173M
  22. 12992
    Midwestern Financial GroupIowa City, IA · 135 clientsWealth manager
    Schwab 88%
    $173M
  23. 12993
    Ridgeline Private WealthMesa, AZ · 186 clientsWealth manager
    Schwab 100%
    $173M
  24. 12997
    Yanni & Associates Investment Advisors, LLCWexford, PA · 109 clientsWealth manager
    Schwab 100%
    $173M
  25. 12998
    Wealthbuilders InvestmentsGreenwood Village, CO · 271 clientsWealth manager
    Schwab 100%
    $173M
  26. 13001
    Wealth Management SolutionsScottsdale, AZ · 99 clientsWealth manager
    Schwab 100%
    $173M
  27. 13002
    Cedar Valley Wealth AdvisorsCedar Falls, IA · 97 clientsWealth manager
    Schwab 54%Fidelity 46%
    $173M
  28. 13007
    Vannoy Advisory Group, Inc.Austin, TX · 54 clientsWealth manager
    Schwab 100%
    $172M
  29. 13008
    White Sand Wealth ManagementLiberty, MO · 197 clientsWealth manager
    Schwab 100%
    $172M
  30. 13009
    Argent Wealth Management, Inc.Round Rock, TX · 72 clientsWealth manager
    Schwab 100%
    $172M
  31. 13010
    Cook Financial Designs, Inc.Virginia Beach, VA · 195 clientsWealth manager
    Schwab 100%
    $172M
  32. 13011
    Wealthguard Advisors, Inc.Placerville, CA · 397 clientsWealth manager
    Schwab 100%
    $172M
  33. 13012
    Davidson Wealth Management LLCForked River, NJ · 228 clientsWealth managerHybrid
    SEI 65%
    $172M
  34. 13013
    Prosperity Road, LLCSanta Ana, CA · 69 clientsWealth manager
    Schwab 100%
    $172M
  35. 13014
    Larsen Wealth ManagementEl Dorado Hills, CA · 124 clientsWealth manager
    Schwab 100%
    $172M
  36. 13018
    Investor Advisory GroupCharlotte, NC · 184 clientsWealth manager
    Schwab 98%
    $172M
  37. 13019
    McIntyre, Freedman & Flynn Investment Advisers, Inc.Orleans, MA · 69 clientsWealth manager
    Schwab 100%
    $172M
  38. 13020
    Ascent Capital Partners, LLCScottsdale, AZ · 69 clientsPrivate fund adviser
    Schwab 100%
    $172M
  39. 13021
    Clayton Partners LLCBerkeley, CA · 56 clientsWealth manager
    Schwab 72%J.P. Morgan 28%
    $172M
  40. 13024
    Pinnacle Portfolio Advisors42 clientsWealth manager
    Schwab 100%
    $172M

RIAs by state