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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. 15413
    Financial Action, Inc.Monument, CO · 479 clientsWealth manager
    Schwab 100%
    $100M
  2. 15415
    Next UP Wealth Advisors, LLCScottsdale, AZ · 294 clientsWealth manager
    Schwab 94%
    $100M
  3. 15416
    Financial Counseling, Inc.Springboro, OH · 417 clientsWealth manager
    Schwab 100%
    $100M
  4. 15418
    Grupp Financial LLCJackson, WY · 10 clientsAsset manager
    Schwab 100%
    $100M
  5. 15420
    Infinity Tax & Financial PlanningHuntsville, AL · 332 clientsWealth manager
    Schwab 84%
    $100M
  6. 15421
    Three Oaks WealthGold River, CA · 100 clientsWealth manager
    Schwab 100%
    $100M
  7. 15422
    Chamberlain Lane Capital, LLCNashville, TNWealth manager
    Schwab 100%
    $100M
  8. 15423
    Approach Capital LLC100 clientsWealth manager
    Schwab 75%Vantage Self Directed Retirement Plans 25%
    $100M
  9. 15426
    Westmont Advisory, LLCFlower Mound, TX · 7 clientsWealth manager
    Schwab 75%Interactive Brokers 25%
    $100M
  10. 15430
    Sundowner Capital Management LLC58 clientsWealth manager
    Schwab 100%
    $100M
  11. 15439
    Granite Value Capital, LLCHanover, NH · 70 clientsWealth manager
    Schwab 100%
    $99M
  12. 15441
    Third Sigma Investment Advisors LLCWilmington, DE · 51 clientsAsset manager
    Schwab 100%
    $99M
  13. 15443
    Investor's Advantage87 clientsWealth managerHybrid
    Schwab 97%
    $99M
  14. 15444
    Luther Forest Wealth Advisors, L.L.C.Malta, NY · 214 clientsWealth manager
    Schwab 100%
    $99M
  15. 15446
    Timbuktu Capital Management, LLCBoston, MA · 122 clientsWealth manager
    Schwab 100%
    $99M
  16. 15449
    Gallatin & Company, LLCVero Beach, FL · 50 clientsWealth manager
    Schwab 100%
    $98M
  17. 15453
    Lemnis CapitalRichardson, TX · 352 clientsWealth managerHybrid
    Schwab 100%
    $98M
  18. 15456
    Snow Financial Management, LLC50 clientsWealth manager
    Fidelity 69%Schwab 31%
    $98M
  19. 15457
    Taverik Capital, LLCGreenville, SC · 121 clientsPrivate fund adviser
    Schwab 100%
    $98M
  20. 15462
    Berkshire Advisors, Inc.Wyomissing, PA · 250 clientsBroker-dealer firmHybridPurshe Kaplan Sterling Investments, Inc., clears through National Financial Services (Fidelity)
    Schwab 100%
    $97M
  21. 15463
    Stratacore Capital Management, LLC.New York, NY · 111 clientsWealth manager
    Schwab 76%Interactive Brokers 24%
    $97M
  22. 15467
    Scott Conyers Capital Management, Inc.27 clientsWealth manager
    Schwab 100%
    $97M
  23. 15470
    Israel Investment Advisors, LLCDenver, CO · 5 clientsPrivate fund adviser
    Schwab 100%
    $96M
  24. 15472
    Capital Design Private Wealth LLCPortsmouth, NH · 264 clientsWealth manager
    Schwab 100%
    $96M
  25. 15476
    Burke Wealth Management, LLCHouston, TX · 74 clientsWealth manager
    Schwab 84%
    $95M
  26. 15477
    Steward Capital ManagementBloomfield Hills, MI · 66 clientsAsset manager
    Schwab 100%
    $95M
  27. 15483
    Lyon Capital Management, LLCPittsford, NY · 92 clientsWealth manager
    Schwab 100%
    $95M
  28. 15488
    Sebetic Advisors, LLC61 clientsWealth manager
    Schwab 69%Interactive Brokers 31%
    $94M
  29. 15489
    Saddock Wealth, LLCDallas, TX · 11 clientsWealth manager
    Schwab 100%
    $94M
  30. 15491
    Bayridge Financial Group, Inc.Rockville Centre, NY · 488 clientsWealth managerHybrid
    Schwab 100%
    $94M
  31. 15493
    Gravity Capital Management LLCNew York, NY · 28 clientsAsset manager
    Schwab 64%Northern Trust 36%
    $94M
  32. 15494
    Target Rock Wealth Management, LLCNew York, NY · 88 clientsWealth manager
    Schwab 100%
    $94M
  33. 15497
    Voss Wealth ManagementEndicott, NY · 69 clientsWealth manager
    Schwab 100%
    $94M
  34. 15498
    Cove Street Capital, LLCHermosa Beach, CA · 18 clientsAsset manager
    Mechanics Bank 66%Schwab 34%
    $94M
  35. 15501
    Oelschlager InvestmentsAkron, OH · 26 clientsAsset manager
    Schwab 100%
    $93M
  36. 15503
    Compass Investments LLCPittsburgh, PA · 176 clientsWealth manager
    Schwab 100%
    $93M
  37. 15506
    Wealthspan Investment Management, LLCGrand Rapids, MI · 326 clientsWealth manager
    Fidelity 79%
    $93M
  38. 15509
    Peak Financial PlanningCanoga Park, CA · 82 clientsWealth manager
    Schwab 57%Altruist 43%
    $93M
  39. 15511
    TRU Independence Asset Management 2, LLCPortland, OR · 205 clientsWealth managerAffiliated broker-dealer
    Schwab 100%
    $93M
  40. 15512
    3roots Wealth Partners LLCScottsdale, AZ · 112 clientsWealth manager
    Schwab 54%Altruist 46%
    $93M

RIAs by state