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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. 14358
    Financial Aurora, LLC.Austin, TX · 220 clientsWealth manager
    Schwab 100%
    $130M
  2. 14361
    Wheels UP Wealth, Inc.114 clientsWealth manager
    Schwab 100%
    $130M
  3. 14365
    Pearl Wealth LLC17 clientsWealth manager
    Schwab 100%
    $130M
  4. 14366
    Sophis Investments LLCNew York, NY · 41 clientsWealth manager
    Pershing 72%Schwab 28%
    $130M
  5. 14367
    Safe Harbor Fiduciary, LLCPensacola, FL · 346 clientsWealth manager
    Schwab 100%
    $130M
  6. 14369
    Catalyst Investment Management LLC60 clientsWealth managerWrap sponsor
    Schwab 100%
    $130M
  7. 14371
    Pasqua Wealth SolutionsPalm City, FL · 53 clientsAsset manager
    Fidelity 100%
    $130M
  8. 14373
    Maclendon Wealth Management, LLCDelray Beach, FL · 33 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $130M
  9. 14374
    Castellano & AssociatesShreveport, LA · 301 clientsWealth manager
    Schwab 100%
    $130M
  10. 14375
    Burnham & Company LLCGrand Rapids, MI · 171 clientsWealth manager
    Schwab 60%Fidelity 40%
    $130M
  11. 14377
    Pebble Valley Wealth ManagementWestern Springs, IL · 97 clientsWealth manager
    Schwab 100%
    $129M
  12. 14378
    Intrinsic Investors LLCWauwatosa, WI · 156 clientsWealth manager
    Schwab 100%
    $129M
  13. 14379
    Burlingame Wealth Management, LLCBurlingame, CA · 38 clientsPrivate fund adviser
    Schwab 85%
    $129M
  14. 14382
    SKG Capital Advisors, LLCAlbuquerque, NM · 277 clientsWealth managerWrap sponsor
    Schwab 91%
    $129M
  15. 14383
    Antonetti Capital Management, LLCNaples, FL · 141 clientsWealth manager
    Schwab 63%Fidelity 37%
    $129M
  16. 14384
    Saber Capital Management LLCFuquay Varina, NC · 90 clientsWealth manager
    Schwab 40%Fidelity 38%
    $129M
  17. 14385
    Genereux Investment Management, Inc.77 clientsWealth manager
    Schwab 100%
    $129M
  18. 14386
    Attleboro Wealth Management LLCYardley, PA · 142 clientsWealth manager
    Schwab 100%
    $129M
  19. 14387
    Marcus Capital, LLCNorthfield, IL · 98 clientsWealth manager
    Schwab 100%
    $129M
  20. 14389
    Patina Wealth173 clientsWealth manager
    Schwab 100%
    $129M
  21. 14390
    Alpha Asset ManagementAkron, OH · 149 clientsWealth managerHybridAmerican Heritage Securities, Inc.
    Schwab 100%
    $129M
  22. 14393
    Stephen Smith Financial Inc.Schaumburg, IL · 160 clientsWealth manager
    Schwab 100%
    $129M
  23. 14395
    Mariva Global Asset Management, LLCMiami, FL · 153 clientsWealth managerBank-affiliatedHybridMariva Bursatil S.A., Mariva Capital Markets, LLC
    Pershing 94%
    $129M
  24. 14397
    Wolfgang CapitalTemecula, CA · 430 clientsWealth manager
    Schwab 100%
    $129M
  25. 14398
    Gordon Asset Management LLCWest Palm Beach, FL · 38 clientsWealth manager
    Schwab 100%
    $129M
  26. 14399
    Colchester Investment Counsel LLCRidgefield, CT · 58 clientsWealth manager
    Schwab 100%
    $129M
  27. 14400
    Quality Financial ConceptsMaryville, TN · 211 clientsWealth managerHybrid
    Schwab 100%
    $129M
  28. 14401
    Capital View Wealth Management, LLC27 clientsWealth manager
    Schwab 100%
    $129M
  29. 14402
    Holm & Cawley Financial Group LLCLas Vegas, NV · 251 clientsWealth manager
    Schwab 81%
    $129M
  30. 14403
    Diccianni Financial Group, Inc.East Norriton, PA · 321 clientsWealth managerHybridLeigh Baldwin & Co., LLC
    Schwab 100%
    $129M
  31. 14404
    Lord and RichardsHighlands Ranch, CO · 1,228 clientsWealth manager
    Schwab 100%
    $129M
  32. 14407
    Prospettiva FinancialSan Francisco, CA · 294 clientsWealth manager
    Schwab 100%
    $129M
  33. 14409
    Banta Asset Management LPNewport Beach, CA · 117 clientsWealth manager
    Schwab 100%
    $129M
  34. 14410
    Catum Advisory Group, LLC.Wilton, CT · 94 clientsWealth manager
    Schwab 82%
    $129M
  35. 14412
    The Capeloto & Hedrick Co126 clientsWealth manager
    Schwab 100%
    $129M
  36. 14413
    Pelican Investment Advisors, LLCBaton Rouge, LA · 270 clientsWealth managerHybrid
    Schwab 100%
    $129M
  37. 14414
    Berkeley Capital Management, LLCEllsworth, KS · 370 clientsWealth manager
    Schwab 100%
    $128M
  38. 14415
    Kurtin Financial Advisers, LLC22 clientsWealth manager
    Schwab 100%
    $128M
  39. 14418
    Indfin LLC55 clientsWealth manager
    Fidelity 87%
    $128M
  40. 14423
    Pacifica Partners Capital Management Inc.Surrey, Canada · 260 clientsWealth manager
    Schwab 100%
    $128M

RIAs by state