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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. 8757
    TFR CapitalPlano, TX · 267 clientsWealth manager
    Schwab 100%
    $403M
  2. 8760
    Carnegie Lake Advisors LLCPrinceton, NJ · 213 clientsWealth manager
    Schwab 100%
    $403M
  3. 8761
    LCM Capital Management IncChicago, IL · 473 clientsWealth managerWrap sponsor
    Schwab 51%Fidelity 49%
    $403M
  4. 8763
    Capital Trust AdvisorsSan Rafael, CA · 231 clientsWealth manager
    Schwab 100%
    $403M
  5. 8764
    Rational Investment Management, LLC93 clientsWealth manager
    Schwab 100%
    $403M
  6. 8765
    Erben Associates, LLCAustin, TX · 128 clientsAsset managerHybrid
    Schwab 100%
    $402M
  7. 8769
    Proathlete Wealth Management LLCBoca Raton, FL · 205 clientsWealth managerHybrid
    Schwab 100%
    $402M
  8. 8770
    Anderson Financial Strategies, LLCDayton, OH · 230 clientsAsset manager
    Schwab 59%
    $402M
  9. 8776
    Practicecfo InvestmentsSan Diego, CA · 420 clientsAsset manager
    Schwab 75%Vanguard 25%
    $402M
  10. 8777
    Leeward Financial Partners, LLC241 clientsWealth manager
    Schwab 100%
    $401M
  11. 8780
    Essential Partners LLCRancho Santa Fe,, CA · 58 clientsWealth manager
    Schwab 53%Fidelity 47%
    $401M
  12. 8782
    Insight Strategic Wealth LLCKnoxville, TN · 263 clientsWealth manager
    Schwab 77%Fidelity 23%
    $401M
  13. 8786
    Helm Capital ManagementSeattle, WA · 52 clientsWealth manager
    Schwab 100%
    $401M
  14. 8789
    Burns Matteson Capital Management, LLCCorning, NY · 199 clientsWealth manager
    Schwab 100%
    $400M
  15. 8795
    Sjbenen Advisory, LLC149 clientsWealth manager
    Interactive Brokers 55%Schwab 45%
    $400M
  16. 8796
    Secure Financial ManagementSan Antonio, TX · 584 clientsWealth manager
    Schwab 100%
    $400M
  17. 8797
    Silver Birch Financial LLC247 clientsWealth manager
    Schwab 100%
    $399M
  18. 8798
    Threadgill Financial, LLCThe Woodlands, TX · 381 clientsWealth manager
    Schwab 100%
    $399M
  19. 8799
    Pioneer Wealth Management GroupAustin, TX · 499 clientsWealth manager
    Schwab 100%
    $399M
  20. 8800
    Trinity Wealth Management, LLCBerwyn, PA · 240 clientsWealth manager
    Schwab 100%
    $399M
  21. 8801
    Waterford Advisors, LLCOrchard Park, NY · 351 clientsWealth manager
    Schwab 100%
    $399M
  22. 8803
    Midwest Heritage Financial AdvisorsWest Des Moines, IA · 334 clientsWealth managerBank-affiliatedHybrid
    Schwab 100%
    $399M
  23. 8808
    Luminvest Wealth Management LLCScottsdale, AZ · 140 clientsWealth manager
    Schwab 41%Altruist 37%Vanguard 22%
    $398M
  24. 8810
    Concord Investment CounselIrvine, CA · 207 clientsWealth manager
    Schwab 100%
    $398M
  25. 8811
    Prometheus Capital Management Corp.Yardley, PA · 270 clientsWealth manager
    Schwab 100%
    $398M
  26. 8815
    Perennial Advisors Group, LLCWestford, MA · 191 clientsWealth manager
    Schwab 100%
    $397M
  27. 8816
    Financial CoachWest Chester, PA · 253 clientsWealth manager
    Schwab 100%
    $397M
  28. 8818
    Iams Wealth Management, LLCOmaha, NE · 1,633 clientsWealth managerHybridAmerican Elm Distribution Partners, LLC
    Schwab 100%
    $397M
  29. 8819
    Webb Financial GroupBloomington, MN · 673 clientsWealth manager
    Schwab 66%Fidelity Distributors Company 34%
    $397M
  30. 8820
    Sagebroadview Wealth Management, LLCFarmington, CT · 148 clientsWealth manager
    Schwab 58%Altruist 42%
    $397M
  31. 8821
    LDR Capital Management, LLCNew York, NY · 28 clientsAsset manager
    Merrill / Bank of America 44%Schwab 30%BNY 26%
    $397M
  32. 8822
    Beacon Financial Planning, IncHyannis, MA · 316 clientsWealth manager
    Schwab 100%
    $397M
  33. 8823
    Centennial Wealth Advisory, LLCTraverse City, MI · 1,354 clientsWealth manager
    Fidelity 100%
    $397M
  34. 8824
    Settanni Financial LLCArmonk, NY · 160 clientsWealth manager
    Schwab 100%
    $397M
  35. 8826
    Howard Wealth Management, LLC248 clientsWealth manager
    Schwab 100%
    $397M
  36. 8828
    Miramontes Capital, LLCNewport Beach, CA · 744 clientsWealth managerWrap sponsorHybridBalanced Security Planning, Inc.
    Schwab 100%
    $397M
  37. 8829
    New Insight Wealth AdvisorsSan Ramon, CA · 375 clientsWealth managerHybrid
    Schwab 100%
    $397M
  38. 8830
    Sara-Bay Financial Corp.Sarasota, FL · 324 clientsWealth manager
    Schwab 100%
    $397M
  39. 8831
    Visionary Horizons, LLCKnoxville, TN · 709 clientsWealth managerHybrid
    Schwab 89%
    $397M
  40. 8838
    West Ridge AdvisorsHenderson, NV · 744 clientsAsset manager
    Schwab 46%Fidelity 35%
    $396M

RIAs by state