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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. 9216
    Royal Oak Financial Advisors, LLCRoyal Oak, MI · 765 clientsWealth manager
    Schwab 100%
    $366M
  2. 9219
    North CapitalSalt Lake City, UT · 182 clientsWealth managerPublic-company ownedHybridNorth Capital Agency Brokerage, LLC, North Capital Private Securities Corporation
    Schwab 97%
    $366M
  3. 9220
    Chicago Wealth Management, Inc.Chicago, IL · 304 clientsWealth manager
    Schwab 100%
    $366M
  4. 9221
    Inflection Capital Management, LLCSan Francisco, CA · 17 clientsWealth manager
    Fidelity 60%Schwab 40%
    $366M
  5. 9222
    Asset Planning Services IncCovington, LA · 148 clientsWealth manager
    Schwab 100%
    $366M
  6. 9223
    Prairiewood Wealth ManagementFargo, ND · 244 clientsWealth manager
    Schwab 100%
    $365M
  7. 9224
    Tealwood Asset ManagementMinneapolis, MN · 231 clientsWealth manager
    Schwab 67%Fidelity 33%
    $365M
  8. 9229
    My Personal CFO, LLCVancouver, WA · 85 clientsWealth manager
    Schwab 100%
    $365M
  9. 9230
    Kondo Wealth Advisors, IncPasadena, CA · 362 clientsBroker-dealer firmHybrid
    Schwab 100%
    $365M
  10. 9235
    FPC Investment Advisory, Inc.Petaluma, CA · 162 clientsWealth manager
    Schwab 100%
    $365M
  11. 9236
    Signify Wealth LLCSt. Louis, MO · 114 clientsWealth manager
    Schwab 100%
    $365M
  12. 9239
    Sebold Capital Management, IncLisle, IL · 204 clientsWealth manager
    Schwab 100%
    $364M
  13. 9240
    Synergy FG126 clientsWealth manager
    Schwab 100%
    $364M
  14. 9241
    Regency Capital Management Inc.Honolulu, HI · 127 clientsWealth manager
    Schwab 100%
    $364M
  15. 9244
    Croak CapitalToledo, OH · 784 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $364M
  16. 9245
    Horizon Investment Services, LLC.Hammond, IN · 334 clientsWealth manager
    Schwab 99%
    $364M
  17. 9248
    Solitude Financial Services, Inc.Charlottesville, VA · 164 clientsWealth manager
    Schwab 100%
    $364M
  18. 9249
    Decisionmap Wealth Management, LLCGreat Falls, VA · 159 clientsWealth manager
    Schwab 65%Fidelity 35%
    $363M
  19. 9251
    Windrock Wealth ManagementNaperville, IL · 83 clientsWealth manager
    Schwab 100%
    $363M
  20. 9253
    Crestmont Private Wealth LLCBoerne, TX · 188 clientsWealth manager
    Schwab 100%
    $363M
  21. 9256
    Riverpath Investments LLC232 clientsWealth manager
    Schwab 78%
    $363M
  22. 9257
    Domani AdvisorsNew York, NY · 78 clientsWealth managerWrap sponsor
    Schwab 100%
    $363M
  23. 9259
    Presper Financial Architects, LLCAkron, OH · 533 clientsWealth managerWrap sponsor
    Schwab 100%
    $363M
  24. 9260
    Motive Wealth Advisors, LLCBirmingham, MI · 88 clientsWealth manager
    Schwab 56%Fidelity 44%
    $363M
  25. 9262
    Income Focus Portfolio ManagementJackson, WY · 306 clientsWealth manager
    Schwab 50%Fidelity 50%
    $362M
  26. 9263
    Strategic Income Group LLCChandler, AZ · 368 clientsWealth manager
    Schwab 88%
    $362M
  27. 9267
    Pace Financial AdvisorsHillsboro, OR · 1,242 clientsWealth managerHybrid
    Schwab 100%
    $362M
  28. 9269
    Briggs Wealth Management, Inc.Glastonbury, CT · 132 clientsWealth manager
    Schwab 100%
    $362M
  29. 9270
    Dynamic Market Advantage, LLCLouisville, KY · 2 clientsAsset managerHybrid
    Schwab 100%
    $362M
  30. 9272
    MRA Advisory GroupSarasota, FL · 504 clientsWealth managerWrap sponsor
    Raymond James 46%Schwab 39%
    $361M
  31. 9273
    Union Square Global Wealth ManagementSan Francisco, CA · 24 clientsPrivate fund adviser
    Schwab 100%
    $361M
  32. 9277
    Sierra Investment Management, LLCSanta Monica, CA · 312 clientsWealth managerHybrid
    Schwab 100%
    $361M
  33. 9278
    Wealth Planning GroupBaltimore, MD · 399 clientsWealth manager
    Schwab 69%SEI 31%
    $361M
  34. 9280
    Cordis Financial, LLCMinneapolis, MN · 273 clientsWealth manager
    Fidelity 66%Schwab 34%
    $361M
  35. 9281
    Sonata Capital Group IncSeattle, WA · 197 clientsWealth manager
    Schwab 100%
    $361M
  36. 9284
    Cascade Investment Advisors, Inc.Oregon City, OR · 177 clientsWealth manager
    Schwab 100%
    $360M
  37. 9291
    Kessler Investment Group, LLCColumbus, IN · 558 clientsWealth manager
    Schwab 100%
    $360M
  38. 9293
    Novak & Powell Financial Services, Inc.St. Petersburg, FL · 426 clientsWealth manager
    Raymond James 87%
    $359M
  39. 9294
    Washington Park Capital Management, LLCPortland, OR · 194 clientsWealth manager
    Schwab 100%
    $359M
  40. 9297
    Seros Wealth PartnersGilbert, AZ · 457 clientsWealth manager
    Axos 53%Schwab 36%
    $359M

RIAs by state