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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. 14157
    A J Feldman Financial, LLC140 clientsWealth manager
    Schwab 100%
    $136M
  2. 14158
    Kassira Wealth Management, LLC219 clientsWealth managerWrap sponsor
    Schwab 100%
    $136M
  3. 14160
    Landmark Wealth Advisors, LLCFarmington, UT · 268 clientsWealth managerHybrid
    Schwab 100%
    $136M
  4. 14161
    1n Capital, LLC25 clientsWealth manager
    Schwab 100%
    $136M
  5. 14162
    Veritas Wealth Management, LLCSalt Lake City, UT · 56 clientsWealth manager
    Schwab 77%Fidelity 23%
    $136M
  6. 14163
    Loretta Nolan Associates, LLCOld Greenwich, CT · 56 clientsWealth manager
    Schwab 100%
    $136M
  7. 14164
    Financial Management Associates, LLCWindham, NH · 343 clientsWealth manager
    Schwab 100%
    $136M
  8. 14165
    Luma CapitalNaples, FL · 72 clientsWealth manager
    Schwab 96%
    $136M
  9. 14166
    East Rock Financial Services, LLC39 clientsWealth manager
    Schwab 100%
    $136M
  10. 14167
    Fairlight AdvisorsSan Francisco, CA · 42 clientsAsset manager
    Schwab 100%
    $136M
  11. 14169
    FR Financial Advisors LLCCoral Springs, FL · 137 clientsWealth manager
    Schwab 100%
    $136M
  12. 14173
    Cassilly FinancialSeverna Park, MD · 188 clientsWealth manager
    Schwab 100%
    $136M
  13. 14177
    Global Financial Planning Group, LLCTroy, MI · 235 clientsWealth managerWrap sponsorHybrid
    Schwab 77%LPL Financial 23%
    $135M
  14. 14180
    Pathway Financial Solutions, Inc.Salina, KS · 309 clientsWealth managerHybrid
    Schwab 100%
    $135M
  15. 14181
    Light Capital LLCSanta Monica, CA · 13 clientsWealth manager
    Schwab 100%
    $135M
  16. 14182
    Fogarty Wealth Management, Inc.Missouri City, TX · 150 clientsWealth manager
    Schwab 100%
    $135M
  17. 14183
    Chicago Capital Management Advisors, LLCLisle, IL · 620 clientsWealth managerHybridAmerican Trust Investment Services, Inc.
    Fidelity 39%Schwab 33%
    $135M
  18. 14186
    Crystal Cove Asset ManagementNewport Beach, CA · 91 clientsWealth manager
    Schwab 100%
    $135M
  19. 14190
    Kult Wealth Management Group, LLCBrookfield, WI · 69 clientsWealth manager
    Schwab 100%
    $135M
  20. 14193
    Tradewinds Wealth ManagementPortland, OR · 261 clientsWealth manager
    Schwab 100%
    $135M
  21. 14194
    Brighter Financial Capital Management, LLCReston, VA · 338 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $135M
  22. 14195
    Aluman142 clientsWealth manager
    Schwab 100%
    $135M
  23. 14196
    Altum Wealth AdvisorsChico, CA · 241 clientsWealth managerHybrid
    Schwab 100%
    $135M
  24. 14199
    JRS Wealth Management LLCSouth Jordan, UT · 348 clientsWealth manager
    Schwab 100%
    $135M
  25. 14200
    Red Reef Advisors LLCBoca Raton, FL · 91 clientsWealth manager
    Schwab 89%
    $135M
  26. 14201
    Schmitt Wealth Advisers, LLCCincinnati, OH · 145 clientsWealth manager
    Schwab 100%
    $135M
  27. 14202
    TSG Alpha Partners, LLCOld Bridge, NJ · 82 clientsPrivate fund adviserHybridBrightchoice Financial, LLC
    Schwab 100%
    $135M
  28. 14203
    Fors FinancialPort Angeles, WA · 240 clientsWealth manager
    Schwab 100%
    $135M
  29. 14204
    Integrity Financial Advisors, LLCWoburn, MA · 240 clientsWealth manager
    Schwab 79%
    $135M
  30. 14205
    RW Baker Wealth Management Group LLCCheyenne, WY · 196 clientsWealth manager
    Schwab 100%
    $135M
  31. 14209
    BSG AdvisersApex, NC · 272 clientsWealth manager
    Fidelity 99%
    $135M
  32. 14210
    Calder Financial LLC103 clientsWealth manager
    Schwab 100%
    $135M
  33. 14211
    Big Sky Wealth Advisors, LLCGreat Falls, MT · 207 clientsWealth manager
    Schwab 100%
    $135M
  34. 14213
    Veach Family FinancialNorth Little Rock, AR · 195 clientsWealth manager
    Schwab 100%
    $134M
  35. 14214
    Clarion Advisors Inc.Auburn, CA · 632 clientsWealth manager
    Schwab 100%
    $134M
  36. 14215
    Longbow Asset ManagementTulsa, OK · 132 clientsWealth manager
    Schwab 100%
    $134M
  37. 14216
    Almega Wealth ManagementScottsdale, AZ · 246 clientsWealth manager
    Schwab 97%
    $134M
  38. 14218
    Bluelist Partners, LLCOccoquan, VA · 86 clientsWealth manager
    Schwab 100%
    $134M
  39. 14222
    Wave Wealth Management, LLCFrisco, TX · 62 clientsWealth manager
    Schwab 100%
    $134M
  40. 14223
    Reliance Wealth ManagementSan Antonio, TX · 302 clientsWealth manager
    Schwab 99%
    $134M

RIAs by state