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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. 14291
    JGC Tax & Wealth ManagementSalem, OR · 202 clientsWealth manager
    Schwab 83%
    $132M
  2. 14293
    Secure Wealth, Inc.Boca Raton, FL · 221 clientsWealth manager
    Schwab 100%
    $132M
  3. 14296
    Blue Line CapitalChicago, IL · 140 clientsWealth manager
    Schwab 100%
    $132M
  4. 14297
    Brighton Wealth Management, Inc.Cottonwood Heights, UT · 451 clientsWealth manager
    Schwab 100%
    $132M
  5. 14298
    ACP Investment ManagementKailua-Kona, HI · 173 clientsWealth managerHybrid
    Schwab 100%
    $132M
  6. 14301
    Laminar Wealth LLCClayton, MO · 27 clientsWealth manager
    Schwab 100%
    $132M
  7. 14302
    RDG Capital Management LLCPittsford, NY · 91 clientsWealth manager
    Schwab 68%
    $132M
  8. 14303
    Nest EGGConshohocken, PA · 2,832 clientsWealth managerPublic-company ownedHybridNest Investments BD LLC
    Schwab 55%Apex Fintech 45%
    $132M
  9. 14304
    PTS Brokerage, LLCMt. Laurel, NJ · 495 clientsBroker-dealer firmHybrid
    Schwab 97%
    $132M
  10. 14305
    Teplitz Financial Group LLCOld Bridge, NJ · 188 clientsWealth managerHybrid
    Schwab 62%SEI 38%
    $132M
  11. 14308
    The Breit GroupWrightsville Beach, NC · 82 clientsAsset manager
    Voya Financial Partners 60%Schwab 40%
    $132M
  12. 14310
    AWR Investment Management, LLCSan Rafael, CA · 54 clientsWealth manager
    Schwab 100%
    $132M
  13. 14311
    Benchmark Financial, LLCWilmington, DE · 90 clientsWealth manager
    Schwab 100%
    $132M
  14. 14314
    Uplevel WealthPortland, OR · 44 clientsWealth manager
    Schwab 100%
    $131M
  15. 14316
    Warm Springs Advisors Inc.Larkspur, CA · 15 clientsWealth manager
    Schwab 100%
    $131M
  16. 14317
    Middleton & CompanyVancouver, WA · 115 clientsWealth manager
    Schwab 100%
    $131M
  17. 14318
    Conscious Capital Wealth Management, LLCTampa, FL · 207 clientsWealth managerHybrid
    Schwab 100%
    $131M
  18. 14319
    Layline AdvisorsRochester, NY · 121 clientsWealth managerWrap sponsor
    Schwab 100%
    $131M
  19. 14320
    Seattle Wealth Management LLCSeattle, WA · 100 clientsWealth manager
    Schwab 100%
    $131M
  20. 14321
    Sheeley & Partners Wealth Management, LLCProvidence, RI · 79 clientsWealth manager
    Schwab 100%
    $131M
  21. 14323
    Stawnychy Financial Services, Inc.Kinnelon, NJ · 121 clientsWealth manager
    Schwab 100%
    $131M
  22. 14324
    White Hawk Wealth ManagementBroomfield, CO · 153 clientsWealth manager
    Schwab 100%
    $131M
  23. 14326
    Frisco Financial Planning50 clientsWealth manager
    Schwab 100%
    $131M
  24. 14328
    Kerr Wealth Management550 clientsWealth manager
    Schwab 100%
    $131M
  25. 14329
    Bison Wealth Management, LLCLyndhurst, OH · 160 clientsWealth manager
    Schwab 100%
    $131M
  26. 14331
    Warren Capital GroupCharleston, SC · 188 clientsWealth manager
    Schwab 97%
    $131M
  27. 14332
    Family Wealth Partners LLCMedford, NJ · 222 clientsWealth managerHybrid
    Schwab 100%
    $131M
  28. 14333
    Crescent City Retirement GroupMetairie, LA · 933 clientsWealth manager
    Schwab 92%
    $131M
  29. 14336
    Open Source Investments, LLC239 clientsWealth manager
    Schwab 0%
    $131M
  30. 14339
    Mench Financial IncCincinnati, OH · 183 clientsWealth manager
    Schwab 80%
    $131M
  31. 14341
    Agemy Wealth Advisors, LLCDenver, CO · 404 clientsWealth manager
    Schwab 100%
    $131M
  32. 14342
    JCN Financial & Tax Advisory Group, LLCBaton Rouge, LA · 263 clientsWealth managerWrap sponsor
    LPL Financial 59%Schwab 41%
    $130M
  33. 14343
    Equilibria Wealth Management, LLCKaty, TX · 116 clientsWealth manager
    Schwab 100%
    $130M
  34. 14345
    Messmer Capital Advisors LLCMilford, OH · 218 clientsWealth manager
    Schwab 100%
    $130M
  35. 14348
    Peakvalley Wealth, LLCRoanoke, VA · 169 clientsWealth manager
    Schwab 84%
    $130M
  36. 14350
    Arbus Capital Management, LLC30 clientsWealth manager
    Schwab 100%
    $130M
  37. 14351
    Walsky Investment Management IncWyomissing, PA · 107 clientsWealth manager
    Schwab 100%
    $130M
  38. 14353
    Solist FinancialTampa, FL · 87 clientsWealth managerBank-affiliatedHybrid
    Schwab 96%
    $130M
  39. 14354
    Wise Wealth Management, LLCNew York, NY · 79 clientsWealth manager
    Schwab 100%
    $130M
  40. 14356
    Versatile Capital Management L.L.C.Chicago, IL · 45 clientsWealth manager
    Schwab 77%Interactive Brokers 23%
    $130M

RIAs by state