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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. 10319
    Godshalk Welsh Capital Management, Inc.Radnor, PA · 110 clientsWealth manager
    Schwab 100%
    $290M
  2. 10320
    Martin Capital Partners, LLCEugene, OR · 507 clientsWealth manager
    Schwab 100%
    $290M
  3. 10322
    Aspire Wealth ArchitectsWexford, PA · 137 clientsWealth manager
    Schwab 100%
    $290M
  4. 10323
    Mbia Capital AdvisorsCincinnati, OH · 258 clientsWealth manager
    Schwab 45%UBS 36%
    $290M
  5. 10324
    Fox Hill Wealth ManagementDedham, MA · 410 clientsWealth manager
    Schwab 93%
    $290M
  6. 10327
    Full Financial Inc.264 clientsWealth manager
    Schwab 94%
    $290M
  7. 10330
    Pomona Wealth Management, LLC41 clientsAsset manager
    Schwab 72%Fidelity 25%
    $290M
  8. 10331
    Orser Capital Management LLCSouthlake, TX · 141 clientsWealth manager
    Schwab 100%
    $290M
  9. 10334
    Bluefin FinancialMoorestown, NJ · 331 clientsWealth manager
    Schwab 100%
    $290M
  10. 10336
    Hiley Hunt Wealth Management, Inc.Omaha, NE · 265 clientsWealth manager
    Schwab 100%
    $290M
  11. 10338
    Family CFO Inc53 clientsWealth manager
    Schwab 100%
    $289M
  12. 10341
    Gradient Advisors, LLCArden Hills, MN · 2,152 clientsWealth managerHybridGradient Securities, LLC
    Schwab 77%SEI 23%
    $289M
  13. 10346
    North Star Advisory Group, LLCBeachwood, OH · 484 clientsWealth manager
    Schwab 88%
    $289M
  14. 10347
    Guardian Wealth Management Inc.Peoria, IL · 190 clientsWealth managerHybrid
    Schwab 91%
    $289M
  15. 10348
    PFG Private Wealth Management, LLCLutz, FL · 478 clientsWealth manager
    Schwab 100%
    $289M
  16. 10349
    Impactfolio LLCDenver, CO · 127 clientsWealth manager
    Schwab 100%
    $289M
  17. 10352
    Greenhouse Wealth Management, LLCWestport, CT · 71 clientsWealth manager
    Schwab 100%
    $289M
  18. 10355
    Philip Vongontard, CFA, LLCSt.louis, MO · 55 clientsWealth manager
    Schwab 100%
    $289M
  19. 10358
    Oak Harbor Wealth Partners269 clientsWealth manager
    Schwab 100%
    $288M
  20. 10362
    Worth Asset ManagementDallas, TX · 333 clientsWealth managerHybrid
    Schwab 100%
    $288M
  21. 10363
    Echo Wealth Management, LLCPlymouth, MN · 144 clientsWealth manager
    Schwab 100%
    $288M
  22. 10364
    Innova Wealth Partners, LLCNewtown, PA · 521 clientsWealth manager
    Schwab 100%
    $288M
  23. 10365
    Kanani Advisory Group Inc.Irvine, CA · 598 clientsWealth manager
    Fidelity 75%Schwab 25%
    $288M
  24. 10368
    Capital Cities InvestmentsIndianapolis, IN · 476 clientsWealth managerHybrid
    Schwab 100%
    $288M
  25. 10369
    Optivise Advisory Services LLCFranklin, TN · 1,233 clientsWealth managerHybrid
    Schwab 100%
    $288M
  26. 10370
    Factorpoint Planning, LLCPittsford, NY · 141 clientsWealth manager
    Schwab 100%
    $288M
  27. 10377
    Martin Nelson & Co., Inc.Seattle, WA · 422 clientsBroker-dealer firmHybrid
    Schwab 100%
    $287M
  28. 10378
    Valtrion Capital Management, LLCFranklin, TN · 188 clientsWealth managerBank-affiliated
    Schwab 57%Fidelity 43%
    $287M
  29. 10382
    Rice Financial Consulting, Inc.Los Gatos, CA · 369 clientsWealth manager
    Schwab 65%Axos 35%
    $287M
  30. 10383
    Kaizen Financial Strategies, LLCPleasanton, CA · 284 clientsWealth managerWrap sponsor
    Schwab 100%
    $287M
  31. 10384
    Teeple Snyder Newsome Wealth & Tax ManagementBrownsburg, IN · 606 clientsWealth manager
    Schwab 100%
    $287M
  32. 10386
    McBeath Financial GroupNormal, IL · 237 clientsWealth manager
    Schwab 100%
    $287M
  33. 10390
    Alchemi Wealth, LLCEssex, CT · 1,136 clientsWealth manager
    Schwab 100%
    $287M
  34. 10392
    Otto & Associates, Inc.Norwich, VT · 152 clientsWealth manager
    Schwab 100%
    $287M
  35. 10394
    J.F. Williams Co., Inc.Denver, CO · 144 clientsWealth manager
    Schwab 100%
    $286M
  36. 10397
    The Foundation Investment GroupLafayette, CA · 151 clientsWealth managerHybrid
    Schwab 100%
    $286M
  37. 10398
    JIM Saulnier & Associates, LLCFort Collins, CO · 184 clientsWealth manager
    Schwab 100%
    $286M
  38. 10402
    RPC Private Wealth, LLCHinsdale, IL · 331 clientsWealth manager
    Schwab 79%
    $286M
  39. 10405
    The Holland Group, Retirement Wealth Advisors, LLCClearwater, FL · 755 clientsWealth managerWrap sponsor
    Fidelity 100%
    $286M
  40. 10407
    Lotusgroup AdvisorsDenver, CO · 186 clientsWealth manager
    Schwab 100%
    $286M

RIAs by state