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Est. 2026The front page of wealth managementNew York

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FP Survey: Firms commit to marketing but aren't tracking the resultsFP 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 team
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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. 13902
    Star Capital Inc.Edina, MN · 701 clientsWealth managerHybrid
    Schwab 100%
    $144M
  2. 13907
    Mayfield Advisors, Inc.Palo Alto, CA · 40 clientsWealth manager
    Schwab 53%Fidelity 47%
    $143M
  3. 13909
    Lynch Investment Planning, LLCNewtown Square, PA · 140 clientsWealth manager
    Schwab 100%
    $143M
  4. 13912
    Cypress CapitalTallahassee, FL · 281 clientsWealth managerWrap sponsorHybrid
    LPL Financial 73%Schwab 27%
    $143M
  5. 13914
    Forest CapitalCharlotte, NC · 155 clientsWealth manager
    Schwab 100%
    $143M
  6. 13915
    Rivertree WealthLittle Rock, AR · 167 clientsWealth manager
    Schwab 100%
    $143M
  7. 13917
    S. R. Schill & Associates, Inc.Mercer Island, WA · 195 clientsWealth manager
    Schwab 100%
    $143M
  8. 13918
    Verus Wealth ManagementDe Pere, WI · 59 clientsWealth manager
    Schwab 100%
    $143M
  9. 13919
    Blank Equity Management LLCPort Washington, NY · 170 clientsWealth manager
    Schwab 100%
    $143M
  10. 13920
    Gerstemeier Financial Group,llc75 clientsWealth manager
    Schwab 99%
    $143M
  11. 13921
    Byrne & Company Wealth Management, LLCOlympia, WA · 137 clientsWealth manager
    Schwab 100%
    $143M
  12. 13924
    Stone Wealth Partners LLCLafayette, LA · 375 clientsWealth manager
    Schwab 100%
    $143M
  13. 13925
    Appian Way FinancialPasadena, CA · 104 clientsWealth manager
    Schwab 100%
    $143M
  14. 13927
    Lane Family Wealth ManagementNorth Liberty, IA · 202 clientsWealth manager
    Schwab 100%
    $143M
  15. 13928
    Ultra Advisory GroupIrvine, CA · 75 clientsWealth managerWrap sponsor
    Schwab 100%
    $143M
  16. 13929
    Brett Josey Wealth Management LLC23 clientsWealth manager
    Schwab 100%
    $143M
  17. 13930
    Kopion Asset Management, LLCMcKinney, TX · 14 clientsWealth manager
    Schwab 100%
    $143M
  18. 13931
    Personalized Financial Solutions LLCClearwater, FL · 144 clientsWealth managerWrap sponsor
    Schwab 100%
    $143M
  19. 13932
    VCP Financial LLCStaten Island, NY · 411 clientsWealth manager
    Schwab 100%
    $143M
  20. 13933
    Stephen J. Garry & Associates, LLCGarden City, NY · 300 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $143M
  21. 13934
    Vista Cima Wealth Management LLC266 clientsWealth manager
    Schwab 100%
    $143M
  22. 13935
    Rittmann Capital Management CoMoraga, CA · 44 clientsWealth manager
    Schwab 100%
    $142M
  23. 13936
    The Advisors GroupLubbock, TX · 194 clientsWealth manager
    Schwab 100%
    $142M
  24. 13938
    RJ Patterson GroupSan Diego, CA · 197 clientsWealth managerHybrid
    Schwab 100%
    $142M
  25. 13942
    J. L. Perkins Wealth Management, LLCMacon, GA · 339 clientsWealth manager
    Schwab 100%
    $142M
  26. 13943
    LTG Capital LLCFramingham, MA · 92 clientsWealth manager
    Fidelity 68%Schwab 32%
    $142M
  27. 13945
    Foothills Advisors, LLCCave Creek, AZ · 188 clientsWealth manager
    Schwab 100%
    $142M
  28. 13946
    Barnett & Co IncChattanooga, TN · 116 clientsWealth manager
    Schwab 100%
    $142M
  29. 13947
    Heydorn Stone Capital Management LLCLarchmont, NY · 117 clientsWealth manager
    Schwab 100%
    $142M
  30. 13948
    Fortress Financial Solutions, LLCTucson, AZ · 279 clientsWealth manager
    Schwab 100%
    $142M
  31. 13952
    Financial Trust Asset Management CharteredBoca Raton, FL · 208 clientsWealth manager
    Schwab 74%Goldman Sachs 26%
    $142M
  32. 13954
    Kennondale Capital ManagementRichmond, VAAsset manager
    Schwab 59%U.S. Bancorp Investments 41%
    $142M
  33. 13955
    Severin Investments LLCSt. Louis, MO · 235 clientsWealth managerWrap sponsor
    Schwab 100%
    $142M
  34. 13956
    Stock Management LLC446 clientsWealth manager
    Fidelity 54%Schwab 46%
    $142M
  35. 13957
    Pulliam Family Office, LLCCrested Butte, CO · 37 clientsWealth managerHybrid
    Schwab 100%
    $142M
  36. 13959
    Pivot Point Advisors, LLCBellaire, TX · 90 clientsWealth manager
    Schwab 100%
    $142M
  37. 13960
    October Wealth Advisors, IncFort Smith, AR · 160 clientsWealth manager
    Schwab 100%
    $142M
  38. 13963
    Think Different Financial Planning45 clientsWealth manager
    Schwab 100%
    $142M
  39. 13965
    Integrated Financial Consulting, LLCAirmont, NY · 89 clientsWealth manager
    Schwab 100%
    $141M
  40. 13967
    Bourke Wealth ManagementSanta Barbara, CA · 97 clientsWealth manager
    Schwab 100%
    $141M

RIAs by state