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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. 7725
    Wakefield Wealth Management, LllpEnglewood, CO · 157 clientsWealth manager
    Schwab 77%Fidelity 23%
    $513M
  2. 7727
    Taylor & Morgan Asset Management, LLC D/b/a TM Advisors, LTroy, MI · 452 clientsWealth manager
    Schwab 100%
    $513M
  3. 7730
    LEO Wealth Americas, LLCHurst, TX · 984 clientsWealth managerHybridLEO Brokerage, LLC
    Schwab 89%
    $512M
  4. 7731
    Venator Management LLCPittsburgh, PA · 82 clientsWealth manager
    Schwab 59%BNY 23%
    $512M
  5. 7732
    St. James Investment Advisors, LLCPort Jefferson, NY · 138 clientsAsset manager
    Schwab 100%
    $512M
  6. 7733
    Client 1st Advisory GroupDunedin, FL · 353 clientsWealth manager
    Schwab 100%
    $511M
  7. 7736
    Robert L. Bender, Inc. DBA Robert Bender & AssociatesPasadena, CA · 341 clientsWealth manager
    Schwab 100%
    $511M
  8. 7737
    Shoker Investments195 clientsWealth manager
    Schwab 100%
    $511M
  9. 7738
    Fidato Wealth LLCMiddleburg Heights, OH · 303 clientsWealth manager
    Schwab 100%
    $511M
  10. 7739
    Horizon FinancialWest Henrietta, NY · 734 clientsWealth managerHybrid
    Schwab 100%
    $510M
  11. 7741
    Defender CapitalCharlotte, NC · 187 clientsWealth manager
    Schwab 100%
    $510M
  12. 7742
    Chase Investment Counsel CorporationCharlottesville, VA · 132 clientsWealth manager
    U.S. Bank 56%Schwab 44%
    $510M
  13. 7746
    Highbrook Capital PartnersAtlanta, GA · 197 clientsWealth manager
    Schwab 100%
    $509M
  14. 7747
    Platform Wealth AdvisorsHolladay, UT · 270 clientsWealth manager
    Schwab 100%
    $509M
  15. 7754
    Pinnacle Investment AdvisorsTulsa, OK · 496 clientsWealth manager
    Schwab 100%
    $508M
  16. 7755
    &wealth PartnersBaltimore, MD · 103 clientsWealth manager
    Schwab 53%J.P. Morgan 47%
    $508M
  17. 7756
    Lavelle CapitalSan Francisco, CA · 93 clientsWealth manager
    Schwab 91%
    $508M
  18. 7761
    Financial Designs CorporationClaremont, CA · 516 clientsWealth managerWrap sponsor
    Schwab 100%
    $508M
  19. 7769
    The LAM Group, Inc.80 clientsWealth manager
    Schwab 80%
    $507M
  20. 7772
    Pine Harbor Wealth Management LLCFairfax, VA · 159 clientsWealth manager
    Schwab 74%Fidelity 26%
    $507M
  21. 7776
    Kaufman Rossin Wealth, LLCMiami, FL · 230 clientsWealth managerHybrid
    Schwab 58%Fidelity 42%
    $507M
  22. 7778
    Cleveland Wealth, LLCCleveland, OH · 396 clientsWealth manager
    Schwab 100%
    $507M
  23. 7781
    Financial & Tax Architects, LLCSt. Louis, MO · 1,574 clientsWealth manager
    Schwab 100%
    $506M
  24. 7782
    Bluesphere Advisors LLCEast Norriton, PA · 482 clientsWealth managerHybrid
    Schwab 100%
    $506M
  25. 7786
    First Advisors National, LLCAtlanta, GA · 4,858 clientsWealth manager
    Goldman Sachs 97%
    $506M
  26. 7790
    HFG Wealth Management, LLCThe Woodlands, TX · 442 clientsWealth manager
    Schwab 100%
    $506M
  27. 7792
    Oliver Capital ManagementSeattle, WA · 502 clientsWealth manager
    Fidelity 89%
    $506M
  28. 7800
    Accretive Wealth Partners, LLCParsippany, NJ · 204 clientsWealth manager
    Schwab 100%
    $505M
  29. 7802
    Fyra Capital ManagementSt. Charles, MO · 858 clientsWealth managerWrap sponsorHybrid
    Schwab 68%Fidelity 32%
    $504M
  30. 7803
    Dentist AdvisorsSalt Lake City, UT · 768 clientsWealth manager
    Schwab 100%
    $504M
  31. 7804
    Ducere Wealth ManagementNewport Beach, CA · 128 clientsWealth manager
    Schwab 100%
    $504M
  32. 7805
    Weinberger Asset Management, IncLos Angeles, CA · 176 clientsWealth manager
    Schwab 100%
    $504M
  33. 7807
    Etesian Wealth Advisors, Inc.West Linn, OR · 429 clientsWealth manager
    Schwab 100%
    $503M
  34. 7811
    Prosperity Financial Group, Inc.San Ramon, CA · 612 clientsWealth managerHybrid
    Schwab 100%
    $503M
  35. 7814
    Boltwood Capital ManagementWalnut Creek, CA · 230 clientsWealth manager
    Schwab 100%
    $503M
  36. 7815
    Crown Wealth Group LLCCharlotte, NC · 254 clientsWealth manager
    Schwab 100%
    $502M
  37. 7816
    Sharp FinancialHorsham, PA · 194 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $502M
  38. 7818
    Investors Asset Management of Georgia IncAtlanta, GA · 529 clientsWealth manager
    Schwab 64%
    $502M
  39. 7825
    Pandowealth. LLC770 clientsAsset manager
    Newedge Securities 51%Schwab 33%
    $500M
  40. 7826
    HC Advisors LLCSandy Springs, GA · 206 clientsWealth manager
    Schwab 100%
    $500M

RIAs by state