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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. 13244
    Floyd Financial Group LLCSpringfield, MO · 689 clientsWealth manager
    Schwab 100%
    $164M
  2. 13248
    Lexington Avenue Capital Management, LLC74 clientsAsset manager
    Schwab 100%
    $164M
  3. 13253
    EHB Financial Resources Managemnt, Inc.Exton, PA · 90 clientsWealth manager
    Schwab 100%
    $164M
  4. 13255
    McKinley Money, LLCEau-Claire, WI · 162 clientsWealth managerWrap sponsor
    Schwab 100%
    $164M
  5. 13256
    River Raisin Investment Partners, Inc.Monroe, MI · 574 clientsWealth manager
    Schwab 100%
    $164M
  6. 13257
    Curtis Financial Planning76 clientsWealth manager
    Schwab 100%
    $164M
  7. 13261
    Risley Capital Management LLCEllisville, MO · 160 clientsWealth manager
    Schwab 100%
    $163M
  8. 13262
    Foundry Wealth Advisors, LLCBaltimore, MD · 66 clientsWealth manager
    Schwab 100%
    $163M
  9. 13265
    Integrity Wealth Management, Inc.Spokane, WA · 169 clientsWealth manager
    Fidelity 71%Schwab 29%
    $163M
  10. 13267
    Libertas Wealth Management Group, Inc.Columbus, OH · 319 clientsWealth managerWrap sponsor
    Schwab 100%
    $163M
  11. 13268
    Collie Financial Planning, Inc.Black Mountain, NC · 243 clientsWealth manager
    Altruist 65%Schwab 35%
    $163M
  12. 13269
    Decamilla Capital Management LLCSacramento, CA · 155 clientsWealth manager
    Schwab 100%
    $163M
  13. 13271
    Private Wealth Management of North Carolina LLCHenderson, NC · 269 clientsWealth managerWrap sponsor
    Schwab 100%
    $163M
  14. 13276
    Sagace Wealth ManagementSt. Petersburg, FL · 80 clientsWealth manager
    Schwab 100%
    $163M
  15. 13279
    MCS Family Wealth Advisors65 clientsWealth manager
    Schwab 100%
    $163M
  16. 13280
    Lewinter Wealth Advisors, LLC85 clientsWealth manager
    Schwab 100%
    $163M
  17. 13282
    Dedicated Capital Advisors, LLCSan Francisco, CA · 73 clientsWealth manager
    Schwab 53%Fidelity 47%
    $162M
  18. 13283
    Taurus FinancialJersey City, NJ · 127 clientsWealth managerHybrid
    Schwab 85%
    $162M
  19. 13284
    Bestgate Wealth Advisors, LLCFrederick, MD · 118 clientsWealth manager
    Schwab 100%
    $162M
  20. 13286
    Tessara WealthBurlingame, CA · 143 clientsWealth manager
    Betterment 72%Schwab 28%
    $162M
  21. 13287
    Joss Brown Wealth AdvisorsWilliamsburg, VA · 129 clientsWealth manager
    Fidelity 60%Schwab 40%
    $162M
  22. 13288
    Dyche, Riley, & Selman Wealth ManagementFayetteville, GA · 165 clientsWealth manager
    Schwab 56%Pershing 42%
    $162M
  23. 13292
    Wolfstich Capital, LLCMedfield, MA · 80 clientsWealth manager
    Schwab 100%
    $162M
  24. 13293
    Shepherd Wealth ManagementCincinnati, OH · 430 clientsWealth manager
    Schwab 100%
    $162M
  25. 13295
    Peak American Investment Advisors, Inc.Plano, TX · 329 clientsWealth manager
    Schwab 100%
    $162M
  26. 13296
    RPR FinancialOverland Park, KS · 259 clientsWealth manager
    Schwab 100%
    $162M
  27. 13297
    Kingsbury Capital Investment Advisors LLC250 clientsWealth managerHybrid
    Schwab 100%
    $162M
  28. 13299
    Arbor Investment ManagementAnn Arbor, MI · 96 clientsWealth manager
    Schwab 100%
    $162M
  29. 13300
    Ironoak WealthCedar Park, TX · 332 clientsWealth manager
    Schwab 99%
    $162M
  30. 13302
    Confidential Management Advisors, Inc.Troy, MI · 69 clientsWealth managerHybridConfidential Management Financial Services, Inc.
    Schwab 87%
    $162M
  31. 13305
    Honu Wealth Management92 clientsWealth manager
    Schwab 100%
    $162M
  32. 13307
    Lynnleigh & Company, LLCPittsford, NY · 288 clientsWealth manager
    Schwab 100%
    $162M
  33. 13310
    Blom & Howell Financial Planning, Inc.Modesto, CA · 423 clientsWealth managerWrap sponsor
    Schwab 100%
    $161M
  34. 13311
    Prakash Investment Advisors LLC85 clientsWealth manager
    Schwab 100%
    $161M
  35. 13312
    Farnam FinancialPhoenix, AZ · 81 clientsWealth managerWrap sponsor
    Schwab 100%
    $161M
  36. 13313
    Elite Wealth Management, Inc.Plover, WI · 871 clientsWealth manager
    Schwab 77%Altruist 23%
    $161M
  37. 13314
    Clearpath Capital Partners LLCMenlo Park, CA · 61 clientsWealth manager
    Schwab 100%
    $161M
  38. 13315
    Laguna Wealth Advisors, LLC299 clientsWealth manager
    Schwab 100%
    $161M
  39. 13316
    TFS Advisors, LLCEdmonds, WA · 151 clientsWealth manager
    Schwab 68%Pershing 32%
    $161M
  40. 13318
    Barnett Capital Advisors LLCMiami, FL · 248 clientsWealth managerBank-affiliated
    Schwab 86%
    $161M

RIAs by state