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Est. 2026The front page of wealth managementNew York

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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. 15097
    Pacific Financial AdvisorsBellevue, WA · 184 clientsWealth manager
    Schwab 100%
    $110M
  2. 15099
    Servatus CapitalNaples, FL · 32 clientsWealth manager
    Schwab 100%
    $110M
  3. 15100
    Hampel Investment Advisors50 clientsWealth manager
    Fidelity 84%
    $110M
  4. 15103
    Bentham Wealth AdvisorsWilliamsville, NY · 218 clientsWealth manager
    Schwab 100%
    $110M
  5. 15104
    Lockerman Financial Group, IncNewport Beach, CA · 69 clientsWealth manager
    Fidelity 85%
    $110M
  6. 15106
    Investable Wealth, LLC146 clientsWealth manager
    Schwab 100%
    $110M
  7. 15107
    Taber Asset Management L.L.C.102 clientsWealth manager
    Schwab 100%
    $110M
  8. 15108
    O.F.O. Partners, LLCHingham, MA · 10 clientsWealth manager
    Schwab 100%
    $110M
  9. 15110
    Werlemann Wealth ManagementNewport Beach, CA · 40 clientsWealth manager
    Schwab 100%
    $110M
  10. 15111
    Private Client Advisor Group, LLCPalm City, FL · 190 clientsWealth manager
    Schwab 100%
    $110M
  11. 15113
    Tenbridge Partners LLCPortland, OR · 356 clientsWealth manager
    Schwab 100%
    $110M
  12. 15114
    Oldfield Wealth PartnersBangor, ME · 93 clientsWealth manager
    Schwab 100%
    $110M
  13. 15116
    Caregen Wealth ManagementSan Mateo, CA · 51 clientsWealth manager
    Schwab 100%
    $110M
  14. 15117
    MD Wealth Management, LLCChelsea, MI · 78 clientsWealth manager
    Schwab 100%
    $110M
  15. 15118
    Renaissance Wealth Advisors, LLCNewton, MA · 93 clientsWealth manager
    Schwab 70%Fidelity 30%
    $110M
  16. 15122
    Quabbin AdvisorsAmherst, MA · 47 clientsWealth manager
    Schwab 92%
    $110M
  17. 15123
    Jake Carris Financial PlanningOrlando, FL · 115 clientsWealth manager
    Schwab 100%
    $110M
  18. 15125
    Veraz AdvisorsSan Ramon, CA · 150 clientsWealth manager
    Schwab 100%
    $110M
  19. 15126
    Private Asset Management IncKirkland, WA · 60 clientsWealth manager
    Schwab 100%
    $109M
  20. 15128
    Capstone Wealth Management Corp.Lakeland, FL · 288 clientsWealth manager
    Axos 66%Schwab 34%
    $109M
  21. 15130
    Sizemore Capital Management, LLCSan Isidro, Peru · 81 clientsAsset managerHybrid
    Schwab 82%
    $109M
  22. 15131
    Wealthshape LLCWindsor, CT · 136 clientsWealth manager
    Schwab 100%
    $109M
  23. 15133
    Alpha Financial Management, Inc.Savannah, GA · 115 clientsWealth manager
    Schwab 100%
    $109M
  24. 15134
    Afton Advisors, LLC177 clientsWealth manager
    Schwab 100%
    $109M
  25. 15139
    Arch Partners Wealth Management, Inc.Watkinsville, GA · 251 clientsWealth manager
    Schwab 100%
    $109M
  26. 15141
    Lyons Wealth ManagementWinter Park, FL · 112 clientsWealth managerHybrid
    Schwab 61%Interactive Brokers 39%
    $109M
  27. 15144
    Finish Well RIA LLCColumbus, OH · 310 clientsWealth manager
    Schwab 100%
    $109M
  28. 15145
    A Better Way Financial, LLCAllentown, PA · 354 clientsWealth manager
    Schwab 100%
    $109M
  29. 15146
    Pavlic Investment Advisors, Inc.Delafield, WI · 87 clientsWealth manager
    Schwab 100%
    $109M
  30. 15148
    Capital Endurance Group, IncAlpharetta, GA · 65 clientsWealth manager
    Fidelity 91%
    $109M
  31. 15152
    Northbrook FinancialBaltimore, MD · 127 clientsWealth manager
    Schwab 74%
    $109M
  32. 15153
    Eden Capital Management, LLC161 clientsWealth manager
    Schwab 100%
    $109M
  33. 15155
    Rooted Financial Group, LLCTigard, OR · 254 clientsWealth manager
    Schwab 100%
    $109M
  34. 15159
    Ten Peaks Partners L.L.C.Clayton, MO · 27 clientsAsset manager
    Vanguard 84%
    $109M
  35. 15161
    Double Eagle Wealth Management LLCDallas, TX · 89 clientsWealth manager
    Schwab 82%
    $109M
  36. 15163
    L&s Private Wealth, LLCOklahoma City, OK · 102 clientsWealth manager
    Schwab 100%
    $109M
  37. 15166
    Triple Summit Advisors, LLC172 clientsWealth manager
    Schwab 73%Interactive Brokers 27%
    $108M
  38. 15167
    Charlesbridge AdvisorsDedham, MAAsset manager
    Schwab 100%
    $108M
  39. 15169
    Standard Partners LLCBethesda, MD · 49 clientsPrivate fund adviser
    Schwab 100%
    $108M
  40. 15170
    Powerhouse Financial Advisors, Inc.Minden, NV · 226 clientsWealth manager
    Schwab 83%
    $108M

RIAs by state