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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. 13396
    Retirement Income Strategies, LLCEvansville, WI · 339 clientsWealth managerWrap sponsor
    Schwab 100%
    $159M
  2. 13398
    Todd Wealth Management LLCVenice, FL · 362 clientsWealth manager
    Schwab 100%
    $159M
  3. 13399
    Plus Group Wealth Advisors, LLCBelgium, WI · 516 clientsWealth manager
    Schwab 100%
    $159M
  4. 13401
    Invest Inc.Lexington, KY · 208 clientsWealth manager
    Schwab 100%
    $159M
  5. 13402
    Radius Wealth Management, Inc.Boston, MA · 132 clientsWealth manager
    Schwab 100%
    $159M
  6. 13405
    Private Financial Management LLC31 clientsWealth manager
    Schwab 100%
    $159M
  7. 13406
    Verus Financial GroupSugar Land, TX · 388 clientsWealth manager
    Schwab 100%
    $159M
  8. 13407
    Ventana Private Wealth LLCDenver, CO · 33 clientsWealth manager
    Schwab 100%
    $159M
  9. 13409
    Advisory Advocates LLCGrand Rapids, MI · 249 clientsWealth manager
    Schwab 100%
    $159M
  10. 13410
    Starr-Mathews Financial, LLCCalhoun, GA · 114 clientsWealth managerWrap sponsor
    Schwab 89%
    $159M
  11. 13412
    Soundpath Retirement Strategies, LLCBellevue, WA · 181 clientsWealth manager
    Schwab 100%
    $159M
  12. 13413
    Sonoma Private Wealth LLCNovato, CA · 85 clientsWealth manager
    Schwab 63%Fidelity Distributors Company 37%
    $158M
  13. 13414
    Beantown Financial Advisors LLC63 clientsWealth manager
    Schwab 100%
    $158M
  14. 13415
    Zermatt Wealth PartnersSan Diego, CA · 211 clientsWealth manager
    Schwab 100%
    $158M
  15. 13417
    BPC Advisors LLCEast Syracuse, NY · 126 clientsWealth manager
    Schwab 100%
    $158M
  16. 13418
    AIM Advisors, LLCRaleigh, NC · 186 clientsWealth managerHybrid
    Schwab 100%
    $158M
  17. 13423
    The Eideard Group, LLCBedford, NH · 27 clientsWealth manager
    Schwab 62%BNY 38%
    $158M
  18. 13425
    Provident Living Financial ServicesLehi, UT · 254 clientsWealth manager
    Schwab 100%
    $158M
  19. 13426
    Fonte Financial AdvisorsCarlsbad, CA · 136 clientsWealth manager
    Schwab 100%
    $158M
  20. 13427
    Perspective Wealth AdvisorsLoveland, CO · 177 clientsWealth manager
    Schwab 100%
    $158M
  21. 13428
    Integral Financial Planning LLC70 clientsWealth manager
    Schwab 95%
    $158M
  22. 13431
    Garnett Investment StrategiesBeatrice, NE · 331 clientsWealth manager
    Schwab 100%
    $158M
  23. 13432
    Clarus Group LLCNew York, NY · 182 clientsWealth manager
    Schwab 100%
    $158M
  24. 13433
    Hallett AdvisorsPort Angeles, WA · 307 clientsWealth manager
    Schwab 52%SEI 48%
    $158M
  25. 13438
    Waypoints FinancialSebring, FL · 430 clientsWealth managerWrap sponsor
    Schwab 100%
    $158M
  26. 13443
    Bison Investment Advisors, LLCThe Woodlands, TX · 165 clientsWealth manager
    Schwab 45%
    $158M
  27. 13444
    Copia Wealth ManagementBend, OR · 288 clientsWealth manager
    Schwab 100%
    $158M
  28. 13446
    Applied Capital265 clientsWealth manager
    Schwab 100%
    $157M
  29. 13447
    Peck Wealth Management, LLC58 clientsWealth manager
    Schwab 100%
    $157M
  30. 13450
    Water Valley Investment Advisors, Inc.Sioux Center, IA · 167 clientsWealth manager
    Schwab 94%
    $157M
  31. 13451
    Vested Financial Planning, LLC37 clientsWealth manager
    Schwab 100%
    $157M
  32. 13452
    Delphinus Financial Advisors, LLCMansfield, MA · 90 clientsWealth manager
    Schwab 100%
    $157M
  33. 13458
    Collective Wealth Advisors LLCCoppell, TX · 224 clientsWealth manager
    Schwab 100%
    $157M
  34. 13459
    Camden Financial Management, Inc.40 clientsWealth manager
    Schwab 100%
    $157M
  35. 13460
    Rooted Planning GroupCorning, NY · 229 clientsWealth manager
    Schwab 100%
    $157M
  36. 13461
    Legacy Advisory Services, LLCExton, PA · 123 clientsWealth managerHybrid
    Schwab 100%
    $157M
  37. 13463
    Lifestyle Freedom Advisory Group, LLCBradenton, FL · 189 clientsWealth managerHybrid
    Schwab 100%
    $157M
  38. 13466
    Sima Wealth Partners, LLCRichmond, VA · 115 clientsWealth managerWrap sponsor
    Schwab 100%
    $157M
  39. 13468
    Breakwater CapitalKalamazoo, MI · 143 clientsWealth manager
    Fidelity 62%Schwab 25%
    $157M
  40. 13469
    Englebert Financial Advisers, LLCAllentown, PA · 297 clientsWealth manager
    Schwab 82%
    $157M

RIAs by state