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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. 14026
    Monetary Solutions, LTD.Dayton, OH · 125 clientsWealth manager
    Schwab 100%
    $140M
  2. 14027
    Contrary Legacy LLC20 clientsWealth manager
    Schwab 100%
    $140M
  3. 14028
    Coombs Wealth Advisory, LLCBlue Bell, PA · 18 clientsWealth manager
    Schwab 100%
    $140M
  4. 14030
    Boyd Financial Strategies, Inc.Auburn, MA · 149 clientsWealth manager
    Schwab 100%
    $140M
  5. 14031
    Sikorski Wealth Management, LLCSan Diego, CA · 227 clientsWealth manager
    Schwab 100%
    $140M
  6. 14032
    Clarity Retirement & Wealth, LLCNew Bedford, MA · 329 clientsWealth managerHybrid
    Schwab 100%
    $140M
  7. 14035
    Telos Partners LLCAvon, CT · 65 clientsWealth manager
    Schwab 87%
    $139M
  8. 14036
    Gross Domestic Product, Inc69 clientsWealth manager
    Schwab 100%
    $139M
  9. 14041
    Snowball Wealth ManagementBoulder, CO · 164 clientsWealth manager
    Schwab 85%
    $139M
  10. 14042
    Clearwater Capital Management18 clientsWealth manager
    Schwab 100%
    $139M
  11. 14046
    Legacy Financial Advisors216 clientsWealth manager
    Schwab 100%
    $139M
  12. 14050
    Integra Financial, Inc.Greenwood Village, CO · 113 clientsWealth managerWrap sponsor
    Schwab 100%
    $139M
  13. 14051
    Twenty Twenty Investment Advisors, LLC341 clientsWealth manager
    Schwab 100%
    $139M
  14. 14052
    Gunder Wealth Management, LLC111 clientsWealth manager
    Schwab 100%
    $139M
  15. 14054
    Brooktree Capital Management Inc.Grand Rapids, MI · 74 clientsWealth manager
    Schwab 100%
    $139M
  16. 14056
    Advantage Investing, Inc.Coral Gables, FL · 372 clientsAsset manager
    Schwab 100%
    $139M
  17. 14057
    Blair Hall Advisors, LLC48 clientsWealth manager
    Schwab 100%
    $139M
  18. 14059
    Wisdom Wealth Investment Advisors LLCPhoenix, AZ · 271 clientsWealth manager
    Schwab 80%
    $139M
  19. 14060
    Broussard Financial Group, LLCKaplan, LA · 191 clientsWealth manager
    Schwab 100%
    $139M
  20. 14063
    Metanoia Financial, LLC151 clientsWealth manager
    Schwab 100%
    $139M
  21. 14064
    Howland and Associates, LLCSt Petersburg, FL · 67 clientsWealth manager
    Schwab 100%
    $139M
  22. 14066
    Marchand Faries Financial Management, Inc.90 clientsWealth manager
    Schwab 100%
    $139M
  23. 14068
    Strategic Probability Partners, LLC8 clientsWealth manager
    Schwab 100%
    $139M
  24. 14073
    TKC Wealth Management LLCDallas, TX · 284 clientsWealth managerHybrid
    Schwab 72%
    $139M
  25. 14074
    Stone Loft Wealth Management LLC28 clientsWealth manager
    Schwab 100%
    $139M
  26. 14075
    The Wealth ConservatoryLebanon, NH · 124 clientsWealth manager
    Schwab 100%
    $138M
  27. 14076
    Blueprint Wealth Management106 clientsWealth manager
    Schwab 100%
    $138M
  28. 14080
    Garrison Bradford & Associates IncNew York, NY · 92 clientsWealth manager
    Morgan Stanley 64%
    $138M
  29. 14081
    Stratton Capital Investment Advisory LLCNew York, NY · 663 clientsWealth manager
    Schwab 97%
    $138M
  30. 14082
    Wildes Financial Strategies, IncGeorgetown, SC · 422 clientsWealth managerWrap sponsor
    Schwab 100%
    $138M
  31. 14083
    Maya Advisors, Inc.Palo Alto, CA · 39 clientsWealth manager
    Schwab 100%
    $138M
  32. 14084
    Paragon Investing, LLC184 clientsWealth manager
    Schwab 100%
    $138M
  33. 14085
    Mark Bell Advisory Services, Inc.Chicago, IL · 27 clientsWealth manager
    Schwab 100%
    $138M
  34. 14086
    Calamita Wealth ManagementCharlotte, NC · 110 clientsWealth manager
    Schwab 100%
    $138M
  35. 14087
    Burr Financial Services, LLC159 clientsWealth manager
    Schwab 100%
    $138M
  36. 14088
    Arbor Wealth Management, LLCTempe, AZ · 111 clientsWealth manager
    Schwab 100%
    $138M
  37. 14093
    Worth Financial Group Inc.Dallas, TX · 58 clientsBroker-dealer firmHybrid
    Schwab 96%
    $138M
  38. 14094
    American Investment Advisors IncMadison, WI · 176 clientsWealth manager
    Schwab 100%
    $138M
  39. 14096
    Vericrest Private Wealth, LLCNewtown, PA · 109 clientsWealth managerWrap sponsor
    Schwab 61%Fidelity 39%
    $138M
  40. 14099
    Ashbay Capital, LLCNew York,, NY · 33 clientsWealth manager
    Schwab 100%
    $138M

RIAs by state