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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. 14562
    Rilex Capital LLCManasquan, NJ · 170 clientsWealth manager
    Schwab 100%
    $124M
  2. 14563
    APO Financial Services, LLCWestminster, CO · 542 clientsWealth manager
    Axos 88%
    $124M
  3. 14564
    Watkinson Capital Advisors LLCBerwyn, PA · 92 clientsWealth manager
    Schwab 100%
    $124M
  4. 14566
    Royal Palms Capital, LLC87 clientsWealth manager
    Schwab 100%
    $124M
  5. 14568
    Cardea Capital Advisors, LLCVero Beach, FL · 257 clientsWealth manager
    Schwab 100%
    $124M
  6. 14570
    T.R.U.E. Coastal Capital, LLCSavannah, GA · 156 clientsWealth managerHybrid
    Fidelity 76%Schwab 24%
    $124M
  7. 14574
    Brooklawn Capital AdvisorsNew York, NY · 10 clientsWealth manager
    Schwab 100%
    $124M
  8. 14576
    Abridge Partners, LLC116 clientsWealth manager
    Schwab 100%
    $124M
  9. 14577
    Meridian Asset Management, LLC62 clientsAsset manager
    Schwab 100%
    $124M
  10. 14578
    Holon Wealth Management60 clientsWealth manager
    Schwab 100%
    $124M
  11. 14580
    Titan Investment Management LLCIndianapolis, IN · 269 clientsWealth manager
    Schwab 100%
    $124M
  12. 14581
    Iowa Wealth Management, LLCWest Des Moines, IA · 142 clientsWealth manager
    Schwab 100%
    $124M
  13. 14582
    Midwest Financial Associates, Inc.Rockford, IL · 301 clientsWealth manager
    Schwab 100%
    $124M
  14. 14584
    Agilis Investment Management LLCWilton, CT · 212 clientsWealth manager
    Schwab 100%
    $124M
  15. 14585
    TQM Wealth PartnersMarblehead, MA · 65 clientsWealth manager
    Schwab 100%
    $124M
  16. 14586
    Greenleaf Financial Network, LLC189 clientsWealth managerHybrid
    Schwab 100%
    $124M
  17. 14587
    Cosey Financial Services, Inc.Knoxville, TN · 404 clientsWealth manager
    Schwab 100%
    $124M
  18. 14588
    Kucharo WealthCharlotte, NC · 49 clientsWealth manager
    Schwab 100%
    $124M
  19. 14589
    Peace of Mind Financial Planning, IncColorado Springs, CO · 121 clientsWealth manager
    Schwab 100%
    $124M
  20. 14592
    Fitzwilliams Wealth Management Inc.Chesapeake, VA · 634 clientsWealth manager
    Schwab 100%
    $124M
  21. 14593
    Daly Investment Management, LLCMount Prospect, IL · 125 clientsWealth manager
    Schwab 100%
    $124M
  22. 14595
    Ideal Retirement SolutionsPort Charlotte, FL · 311 clientsWealth manager
    Schwab 100%
    $124M
  23. 14596
    Zuckerman Capital Management, LLCLos Angeles, CA · 136 clientsWealth manager
    Fidelity 66%Schwab 34%
    $123M
  24. 14597
    Q2 Wealth ManagementLexington, KY · 152 clientsWealth manager
    Schwab 92%
    $123M
  25. 14598
    Gallagher Wealth ManagementDanville, CA · 117 clientsWealth manager
    Schwab 100%
    $123M
  26. 14599
    Investment Management Trust, LLCFitchburg, MA · 147 clientsWealth manager
    Schwab 100%
    $123M
  27. 14601
    Dewitt Capital ManagementCollegeville, PA · 85 clientsWealth manager
    Schwab 100%
    $123M
  28. 14602
    Pacific Specialty Investment Group, LLCNewport Beach, CA · 103 clientsWealth manager
    Schwab 100%
    $123M
  29. 14605
    Davies Financial Advisors, Inc.Murrieta, CA · 171 clientsWealth manager
    Fidelity 65%Schwab 35%
    $123M
  30. 14607
    Samara CapitalBeaverton, OR · 94 clientsWealth manager
    Schwab 100%
    $123M
  31. 14614
    Senior Tax Advisory Group, Inc.Colorado Springs, CO · 802 clientsWealth manager
    Schwab 100%
    $123M
  32. 14615
    Contango Wealth Management LLCOakland, CA · 94 clientsWealth manager
    Schwab 91%
    $123M
  33. 14616
    Rall Capital Management, Inc.Rockledge, FL · 157 clientsWealth manager
    Schwab 100%
    $123M
  34. 14618
    TC Financial Management, Co Inc.Margate City, NJ · 144 clientsWealth manager
    Schwab 100%
    $123M
  35. 14620
    Elevated Private Wealth112 clientsWealth manager
    Schwab 100%
    $123M
  36. 14621
    UAK Diversified Wealth Advisors267 clientsWealth manager
    Schwab 100%
    $123M
  37. 14625
    Trillium InvestmentsEmeryville, CA · 58 clientsWealth managerHybrid
    Schwab 100%
    $123M
  38. 14627
    Main Line Group Wealth Management, LLC62 clientsWealth manager
    Schwab 100%
    $123M
  39. 14628
    Maynerich FinancialVirden, IL · 478 clientsWealth managerHybrid
    Schwab 100%
    $123M
  40. 14629
    Beyond WealthOverland Park, KS · 147 clientsWealth manager
    Schwab 100%
    $122M

RIAs by state