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IN Another ex-LPL Financial advisor in trouble, this time in Iowa4K Kitces Picks Best Financial Advisor Conferences for 2027WM Rockefeller Adds J.P. Morgan Team in HoustonIN Big firms locking down advisors with pay in 2027WM Nevis Lands $70M to Expand AI Wealth PlatformWM People Moves: $6.8B Sowell Names New CIO, Launches Investment OfficeIN Fed likely to hold this week, but December hike odds top 70%IN Hybrid RIAs to get a head start on FINRA performance projections ruleWM Wealth Management Invest: Fixed Income Opportunities in a Higher-Rate Market with Sean BanaiIN RIA annuity adoption tops insurers’ 3-year outlook, Goldman finds
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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. 8211
    Cypress Asset Management IncHouston, TX · 87 clientsWealth manager
    Schwab 57%Merrill / Bank of America 22%
    $456M
  2. 8212
    Mullooly Asset Management, Inc.Wall Township, NJ · 533 clientsWealth manager
    Schwab 100%
    $456M
  3. 8213
    Chaney Capital Management Inc.Lynnwood, WA · 388 clientsWealth manager
    Schwab 100%
    $456M
  4. 8216
    Flourish Wealth Management Inc.Edina, MN · 157 clientsWealth manager
    Schwab 100%
    $455M
  5. 8217
    Eagle Capital Management, LLCMandeville, LA · 312 clientsWealth manager
    Schwab 82%
    $455M
  6. 8219
    IVC Wealth Advisors LLCSilverdale, PA · 580 clientsWealth manager
    Schwab 100%
    $455M
  7. 8220
    Selective Wealth Management, Inc.Forest, VA · 697 clientsWealth manager
    Schwab 81%
    $455M
  8. 8223
    Signature Wealth Management Partners, LLCMontvale, NJ · 432 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $454M
  9. 8225
    Confidence Wealth Management, Inc.Los Angeles, CA · 743 clientsWealth manager
    Schwab 100%
    $454M
  10. 8227
    Wakefield Asset Management, LllpEnglewood, CO · 201 clientsWealth managerWrap sponsor
    Schwab 81%
    $454M
  11. 8228
    Columbus Investment Advisory Inc.New Albany, OH · 113 clientsWealth manager
    Schwab 87%
    $454M
  12. 8230
    Silver Grove Advisory ServicesOrchard Park, NY · 2,150 clientsWealth managerHybrid
    Schwab 64%
    $454M
  13. 8233
    Robinswood FinancialKirkland, WA · 488 clientsWealth manager
    Schwab 100%
    $453M
  14. 8234
    Prentiss Smith & Company, Inc.Brattleboro, VT · 319 clientsWealth manager
    Schwab 83%
    $453M
  15. 8235
    McClarren Financial AdvisorsState College, PA · 267 clientsWealth manager
    Schwab 53%Fidelity Distributors Company 33%
    $453M
  16. 8237
    IMZ Advisory Inc.Boca Raton, FL · 442 clientsWealth managerHybrid
    Schwab 87%
    $453M
  17. 8241
    Aspen Investment Management Inc.Grand Rapids, MI · 256 clientsWealth manager
    Schwab 100%
    $452M
  18. 8242
    Certior Financial Group, LLCKing of Prussia, PA · 478 clientsWealth manager
    Schwab 100%
    $452M
  19. 8246
    RBA Wealth Management, LLCNewport Beach, CA · 426 clientsWealth managerHybrid
    Schwab 100%
    $452M
  20. 8247
    Blackhawk Capital Partners, LLCThiensville, WI · 342 clientsWealth managerHybrid
    Schwab 100%
    $452M
  21. 8248
    Virtera Partners LLCPepper Pike, OH · 22 clientsAsset manager
    Schwab 78%Keybank National Association 22%
    $452M
  22. 8249
    Holcombe Financial, Inc.Atlanta, GA · 187 clientsWealth manager
    Schwab 100%
    $452M
  23. 8251
    Horizon Wealth AdvisorsHouston, TX · 199 clientsWealth manager
    Fidelity 78%Schwab 22%
    $451M
  24. 8253
    Private Wealth AdvisorsFresno, CA · 898 clientsWealth manager
    Schwab 100%
    $451M
  25. 8257
    IFC Personal Money Managers, Inc.New York, NY · 90 clientsWealth manager
    Schwab 100%
    $451M
  26. 8258
    Enzi WealthAustin, TX · 224 clientsWealth manager
    Schwab 100%
    $451M
  27. 8261
    M1 Capital Management LLCTroy, MI · 403 clientsWealth manager
    Schwab 100%
    $450M
  28. 8264
    Global TrustPalm Beach Gardens, FL · 276 clientsWealth manager
    Fidelity 62%Schwab 38%
    $450M
  29. 8270
    Guidance Capital, Inc.Louisville, KY · 759 clientsWealth managerHybrid
    Schwab 100%
    $450M
  30. 8271
    Mustard Seed Wealth ManagementMagnolia, AR · 734 clientsWealth managerBank-affiliated
    Schwab 100%
    $449M
  31. 8272
    Quaker Wealth Management LLCMoorestown, NJ · 455 clientsWealth manager
    Schwab 100%
    $449M
  32. 8275
    Nikulski Financial, Inc.Bettendorf, IA · 475 clientsWealth manager
    Altruist 52%Schwab 48%
    $449M
  33. 8277
    Westbourne Investment Advisors Inc.Annapolis, MD · 203 clientsWealth manager
    Schwab 100%
    $449M
  34. 8278
    Main Line Retirement Advisors, LLCWhitefish, MT · 181 clientsWealth manager
    Schwab 100%
    $449M
  35. 8280
    Osprey Private Wealth LLCNew York, NY · 58 clientsWealth manager
    Raymond James 48%Schwab 41%
    $448M
  36. 8283
    Adkins Seale Capital Management LLCShreveport, LA · 140 clientsWealth managerWrap sponsor
    Schwab 100%
    $448M
  37. 8284
    Advocates Wealth PlanningHouston, TX · 193 clientsWealth manager
    Schwab 100%
    $448M
  38. 8285
    Cadence Wealth Management LLCWestborough, MA · 696 clientsWealth managerHybrid
    Schwab 100%
    $448M
  39. 8286
    Hardin Capital Partners, LLCGreenville, SC · 520 clientsWealth manager
    Schwab 100%
    $448M
  40. 8289
    Petra Financial Advisors IncColorado Springs, CO · 378 clientsWealth manager
    Schwab 57%Fidelity 22%
    $447M

RIAs by state