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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. 14763
    Avantia Investment Services, LLCSeattle, WA · 30 clientsWealth manager
    Schwab 100%
    $119M
  2. 14764
    Minko WealthBrooklyn, NY · 152 clientsWealth manager
    Schwab 100%
    $119M
  3. 14765
    Carolina Strategy, LLC64 clientsWealth manager
    Schwab 100%
    $119M
  4. 14766
    Sullivan Financial, LLCEssex, CT · 131 clientsWealth manager
    Schwab 86%
    $119M
  5. 14770
    Kailix Advisors LLCAventura, FL · 14 clientsWealth manager
    Schwab 75%Interactive Brokers 25%
    $119M
  6. 14773
    Singer Wealth Management135 clientsWealth manager
    Schwab 100%
    $119M
  7. 14774
    Baer Investment Advisory LLC80 clientsWealth manager
    Schwab 100%
    $119M
  8. 14775
    Form Prosperity Wealth Advisors, LLCChandler, AZ · 326 clientsWealth manager
    Schwab 100%
    $119M
  9. 14776
    Ridgegate Advisors, LLCEnglewood, CO · 206 clientsWealth managerHybrid
    Schwab 82%
    $119M
  10. 14779
    Riley S. Crosbie Advisory, LLCLogan, UT · 101 clientsWealth managerHybrid
    Schwab 100%
    $119M
  11. 14781
    Charmarline Wealth ManagementLynchburg, VA · 124 clientsWealth manager
    Schwab 100%
    $119M
  12. 14786
    Redeem Wealth ManagementGilbert, AZ · 228 clientsWealth manager
    Betterment 63%Schwab 37%
    $119M
  13. 14787
    Northfort Financial, LLC356 clientsWealth manager
    Schwab 100%
    $119M
  14. 14788
    Shea Financial Advisors77 clientsWealth manager
    Schwab 100%
    $119M
  15. 14789
    Vantage Financial GroupAuburn, CA · 451 clientsWealth manager
    Schwab 100%
    $119M
  16. 14792
    Intelligent Investing97 clientsWealth manager
    Schwab 100%
    $119M
  17. 14793
    Noble Wealth PartnersDenver, CO · 134 clientsWealth managerWrap sponsor
    Schwab 100%
    $118M
  18. 14794
    Sandhill Wealth Management, Inc.Winter Park, FL · 217 clientsWealth managerHybrid
    Schwab 100%
    $118M
  19. 14796
    Terrafirma Wealth PartnersWalnut Creek, CA · 94 clientsWealth manager
    Altruist 100%
    $118M
  20. 14797
    Smith & Co Advisory LLCSpring Hill, TN · 210 clientsWealth manager
    Fidelity 93%
    $118M
  21. 14799
    Financial DiscoveryAtlanta, GA · 79 clientsWealth manager
    Schwab 100%
    $118M
  22. 14801
    TRG Capital Management, Inc.Raleigh, NC · 131 clientsWealth manager
    Schwab 100%
    $118M
  23. 14803
    Pinnacle Wealth Management, Inc.Brighton, MI · 271 clientsWealth managerWrap sponsor
    Schwab 55%Goldman Sachs 45%
    $118M
  24. 14804
    Vanderpol Investments L.L.C.Caledonia, MI · 131 clientsWealth manager
    Schwab 100%
    $118M
  25. 14805
    CS Advisors Inc.Boca Raton, FL · 101 clientsWealth manager
    Fidelity 83%
    $118M
  26. 14806
    Staib Financial Planning, LLC53 clientsWealth manager
    Schwab 100%
    $118M
  27. 14807
    Blue Sky Investment Partners, Inc.Evanston, IL · 62 clientsWealth manager
    Schwab 100%
    $118M
  28. 14810
    AFS Wealth Management, LLCFarmington Hills, MI · 169 clientsWealth manager
    Schwab 100%
    $118M
  29. 14811
    One Life Financial Group, Inc.200 clientsWealth manager
    Schwab 100%
    $118M
  30. 14812
    Ark Wealth Advisors, LLCYorba Linda, CA · 221 clientsWealth manager
    Schwab 100%
    $118M
  31. 14813
    South Shore Investment Services LLCNorwell, MA · 570 clientsWealth manager
    Schwab 100%
    $118M
  32. 14817
    AK Global Asset Management, LLCOakland, CA · 28 clientsWealth manager
    Schwab 100%
    $118M
  33. 14820
    Wealth Engineers, LLCDenver, CO · 54 clientsWealth manager
    Schwab 100%
    $118M
  34. 14823
    Willamette Financial Advisors, LLCPortland, OR · 201 clientsWealth manager
    Schwab 100%
    $117M
  35. 14824
    Ciro Capital LLCJersey City, NJ · 88 clientsWealth managerHybrid
    Schwab 100%
    $117M
  36. 14828
    L.J. Brey, Inc.61 clientsWealth manager
    Schwab 100%
    $117M
  37. 14832
    McKinley FinancialBrookville, PA · 249 clientsWealth manager
    Schwab 100%
    $117M
  38. 14833
    Castle Island WealthPalm Beach Gardens, FL · 146 clientsWealth manager
    Schwab 100%
    $117M
  39. 14838
    Moffatt Financial StrategiesFort Worth, TX · 181 clientsWealth manager
    Schwab 55%LPL Financial 45%
    $117M
  40. 14839
    Greystone Financial & Estate Services, Inc.Kirkland, WA · 208 clientsWealth manager
    Schwab 100%
    $117M

RIAs by state