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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. 9149
    Macro Advisors, Inc.York, PA · 683 clientsWealth manager
    Schwab 100%
    $371M
  2. 9150
    Helm Investment Management, LLCDenver, CO · 140 clientsWealth manager
    Schwab 100%
    $371M
  3. 9152
    Archer Investment Management254 clientsWealth manager
    Schwab 100%
    $371M
  4. 9156
    Retirement Planning Specialists, Inc.Ashland, OR · 556 clientsWealth manager
    Schwab 100%
    $371M
  5. 9157
    Donoghue Forlines LLCBoston, MA · 13 clientsAsset manager
    Fidelity 62%Schwab 38%
    $371M
  6. 9158
    Masonry Capital Management, LLCCharlottesville, VA · 54 clientsAsset manager
    FHN Financial Securities 70%
    $370M
  7. 9159
    Rebel Financial, LLCGroveport, OH · 443 clientsWealth manager
    Schwab 75%
    $370M
  8. 9160
    Catalyst Private Wealth, LLCSan Mateo, CA · 524 clientsWealth managerHybrid
    Schwab 100%
    $370M
  9. 9165
    Willow Grove Advisors, LLCBerkeley, CA · 194 clientsWealth managerWrap sponsor
    Fidelity 93%
    $370M
  10. 9166
    Glassy Mountain Advisors, Inc.Bethesda, MD · 127 clientsWealth manager
    Fidelity 63%Schwab 37%
    $370M
  11. 9167
    InterwiseHolladay, UT · 334 clientsWealth managerHybrid
    Schwab 100%
    $370M
  12. 9168
    Menlo Advisors LLCMenlo Park, CA · 40 clientsWealth manager
    Schwab 100%
    $370M
  13. 9170
    M.Z. Kark & Associates, IncDenver, CO · 166 clientsWealth manager
    Schwab 100%
    $370M
  14. 9171
    One Advisory Partners, LLCOverland Park, KS · 314 clientsWealth manager
    Schwab 74%Fidelity 26%
    $370M
  15. 9172
    Steinberganna Wealth Management LLCHuntington, NY · 262 clientsWealth manager
    Schwab 100%
    $369M
  16. 9173
    Stonebridge Wealth Systems LLCKearney, NE · 931 clientsWealth managerHybrid
    Fidelity Distributors Company 62%Schwab 38%
    $369M
  17. 9174
    Baron Financial Group LLCFair Lawn, NJ · 315 clientsWealth manager
    Schwab 100%
    $369M
  18. 9175
    Yosemite Capital ManagementNewport Beach, CA · 283 clientsWealth manager
    Schwab 100%
    $369M
  19. 9177
    Integrity Wealth Solutions LLCDenver, CO · 190 clientsWealth manager
    Schwab 100%
    $369M
  20. 9178
    Tagstone Capital, Inc.Charlotte, NC · 38 clientsWealth manager
    Schwab 89%
    $369M
  21. 9181
    Ruggaard & AssociatesHudson, OH · 314 clientsWealth manager
    Fidelity 67%Schwab 33%
    $369M
  22. 9182
    Gaddis Premier Wealth Advisors LLCDurant, OK · 1,460 clientsWealth managerHybrid
    Schwab 100%
    $369M
  23. 9183
    AFT, Forsyth & Sober, LLCValrico, FL · 6 clientsWealth manager
    Schwab 100%
    $368M
  24. 9184
    Persimmon Capital ManagementBlue Bell, PA · 86 clientsWealth manager
    Pershing 59%Schwab 41%
    $368M
  25. 9185
    Peregrine Investment Advisors, LLCMadison, MS · 86 clientsWealth manager
    Schwab 100%
    $368M
  26. 9186
    Highland Investment Advisors LLCPonte Vedra, FL · 605 clientsWealth manager
    Schwab 89%
    $368M
  27. 9187
    Overridge Wealth AdvisorsFort Worth, TX · 464 clientsWealth managerHybrid
    Schwab 100%
    $368M
  28. 9188
    Blossom Wealth Management, LLC258 clientsWealth manager
    Schwab 100%
    $368M
  29. 9189
    Enhancing Capital LLCHarrisburg, PA · 21 clientsAsset manager
    Schwab 73%First State Trust 27%
    $368M
  30. 9191
    Redbud AdvisorsAustin, TX · 60 clientsWealth manager
    Schwab 100%
    $368M
  31. 9196
    PKS Investment Advisors LLCSalisbury, MD · 500 clientsWealth manager
    Schwab 87%
    $367M
  32. 9197
    Switchpoint Financial Planning LLCLehi, UT · 102 clientsWealth manager
    Schwab 100%
    $367M
  33. 9198
    Tull Financial Group, Inc.Chesapeake, VA · 295 clientsWealth manager
    Schwab 100%
    $367M
  34. 9199
    Innovative Private Wealth Management Inc.Somers, NY · 417 clientsAsset manager
    Schwab 61%Valley Bank 39%
    $367M
  35. 9202
    Oder Investment Management, LLCWoodland Hills, CA · 201 clientsWealth manager
    Schwab 100%
    $367M
  36. 9207
    Shira Ridge Wealth ManagementSan Rafael, CA · 281 clientsWealth manager
    Schwab 100%
    $366M
  37. 9209
    Haverford Financial Services, Inc.Radnor, PA · 18 clientsAsset manager
    PNC Wealth Management 50%Morgan Stanley 31%
    $366M
  38. 9210
    Sharper & Granite LLCEl Segundo, CA · 135 clientsWealth manager
    Schwab 100%
    $366M
  39. 9212
    Financial Life AdvisorsSan Antonio, TX · 209 clientsWealth manager
    Schwab 100%
    $366M
  40. 9214
    Homage Wealth Group LLCHouston, TX · 4 clientsWealth manager
    Schwab 100%
    $366M

RIAs by state