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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. 13614
    Infinity Wealth Counsel, LLCLoveland, OH · 125 clientsWealth manager
    Schwab 100%
    $152M
  2. 13615
    Portfolio Management, LLCAustin, TX · 111 clientsWealth manager
    Schwab 100%
    $152M
  3. 13618
    Apple Tree Asset Management, LLCFort Wayne, IN · 780 clientsWealth manager
    Schwab 81%
    $152M
  4. 13619
    Redwood Coast Financial PartnersEureka, CA · 995 clientsWealth managerWrap sponsor
    Schwab 100%
    $152M
  5. 13620
    Providence Wealth Management LLCKnoxville, TN · 206 clientsWealth manager
    Schwab 100%
    $152M
  6. 13621
    Delta Wealth Advisors LLC181 clientsWealth manager
    Schwab 100%
    $152M
  7. 13622
    LCR Wealth Management LLCWestport, CT · 78 clientsWealth manager
    Schwab 100%
    $152M
  8. 13625
    FpfocoFort Collins, CO · 119 clientsWealth manager
    Fidelity 51%Schwab 49%
    $152M
  9. 13626
    Integrated Wealth Strategies, LLCAustin, TX · 252 clientsWealth manager
    Schwab 100%
    $152M
  10. 13629
    Bartley Financial Advisors, LLCBedford, NH · 98 clientsWealth manager
    Fidelity 70%Schwab 30%
    $152M
  11. 13630
    Red Crane Wealth Management, LLCPalo Alto, CA · 156 clientsWealth managerWrap sponsor
    Schwab 100%
    $152M
  12. 13632
    Cramer & Rauchegger, Inc.Maitland, FL · 850 clientsWealth manager
    Fidelity 60%
    $151M
  13. 13633
    True Wealth GroupBend, OR · 164 clientsWealth manager
    Schwab 100%
    $151M
  14. 13634
    Greenway Financial, LLCFarmington Hills, MI · 244 clientsWealth managerAffiliated broker-dealer
    Schwab 91%
    $151M
  15. 13636
    Redwood Grove Wealth ManagementSan Rafael, CA · 72 clientsWealth manager
    Schwab 100%
    $151M
  16. 13637
    Seaborn Financial, LLC76 clientsWealth manager
    Schwab 100%
    $151M
  17. 13638
    ConvexitasChicago, IL · 11 clientsAsset manager
    Schwab 75%
    $151M
  18. 13639
    Twin City Private Wealth, LLCWinston-Salem, NC · 291 clientsWealth manager
    Schwab 100%
    $151M
  19. 13640
    Unified Wealth Management LLCOldsmar, FL · 327 clientsWealth manager
    Schwab 97%
    $151M
  20. 13643
    Outbound FinancialBoulder, CO · 150 clientsWealth manager
    Schwab 100%
    $151M
  21. 13645
    Drystone LLC27 clientsWealth manager
    Schwab 100%
    $151M
  22. 13646
    Horizons Sustainable Financial Services, Inc.Santa Fe, NM · 310 clientsWealth manager
    Schwab 63%Goldman Sachs 37%
    $151M
  23. 13647
    Omicron Advisors, LLCLancaster, PA · 82 clientsWealth manager
    Schwab 100%
    $151M
  24. 13648
    Cope ConnellyArlington, VA · 164 clientsWealth managerHybrid
    Schwab 77%Fidelity 23%
    $151M
  25. 13649
    Sound Portfolio Advisors, LLCMystic, CT · 139 clientsWealth manager
    Schwab 100%
    $151M
  26. 13650
    St. Nicholas Private Asset Management, Inc.Jacksonville, FL · 92 clientsWealth manager
    Schwab 100%
    $151M
  27. 13652
    Zenith Wealth PartnersPhiladelphia, PA · 325 clientsWealth manager
    Schwab 62%Altruist 38%
    $151M
  28. 13654
    Cascade Financial StrategiesBend, OR · 309 clientsWealth manager
    Schwab 99%
    $151M
  29. 13656
    Opus Financial Solutions LLCDowners Grove, IL · 137 clientsWealth manager
    Schwab 100%
    $151M
  30. 13657
    Carmandalian Financial Group, LLCWestlake Village, CA · 86 clientsWealth manager
    Schwab 100%
    $151M
  31. 13658
    Trademark Capital Management Inc.Watkinsville, GA · 339 clientsWealth manager
    Schwab 69%Fidelity 31%
    $151M
  32. 13659
    Kuhn Wealth Management Inc.Schaumburg, IL · 276 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $151M
  33. 13661
    Bridgelight Financial Advisors, IncShelton, CT · 246 clientsWealth manager
    Schwab 100%
    $151M
  34. 13664
    Provision Asset, LLC463 clientsWealth manager
    Schwab 100%
    $151M
  35. 13666
    Unified Investment ManagementAtlanta, GA · 89 clientsWealth manager
    Fidelity 72%Schwab 28%
    $151M
  36. 13667
    Old Bridge Wealth, IncSyosset, NY · 296 clientsWealth managerHybrid
    Schwab 100%
    $151M
  37. 13668
    Aureum Wealth Management, LLCNorth Palm Beach, FL · 91 clientsWealth manager
    Schwab 100%
    $151M
  38. 13669
    CSP Financial Group LLCScottsdale, AZ · 397 clientsWealth manager
    Schwab 100%
    $151M
  39. 13670
    Poulos Advisors, Inc.South Burlington, VT · 121 clientsWealth manager
    Fidelity 66%Schwab 34%
    $150M
  40. 13671
    North Woods Wealth ManagementBuffalo, NY · 194 clientsWealth manager
    Schwab 100%
    $150M

RIAs by state