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Est. 2026The front page of wealth managementNew York

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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. 10493
    Banyan Capital Management, Inc.Atlanta, GA · 140 clientsWealth manager
    Schwab 100%
    $282M
  2. 10496
    B.A. Schrock Wealth ManagementWadsworth, OH · 706 clientsWealth managerWrap sponsor
    Schwab 100%
    $282M
  3. 10498
    Trinity Wealth Advisors LLCSt. Louis, MO · 132 clientsWealth manager
    Schwab 100%
    $282M
  4. 10499
    Successful Portfolios LLCClearwater, FL · 206 clientsWealth manager
    Interactive Brokers 63%Schwab 37%
    $282M
  5. 10500
    Fortitude Financial LLCSpokane, WA · 411 clientsWealth managerWrap sponsorHybrid
    LPL Financial 92%
    $282M
  6. 10502
    Brookline Investments, Inc.Birmingham, AL · 33 clientsPrivate fund adviserHybrid
    Schwab 77%U.S. Bancorp Investments 23%
    $281M
  7. 10504
    GPM Growth Investors, Inc.Bloomfield Hills, MI · 217 clientsWealth manager
    Schwab 100%
    $281M
  8. 10505
    Miller Avenue Advisors LLCMill Valley, CA · 81 clientsWealth manager
    Schwab 100%
    $281M
  9. 10506
    Smith Asset Management Co., LLCChiefland, FL · 776 clientsWealth manager
    Schwab 100%
    $281M
  10. 10508
    RCS Financial Planning, LLCAnnapolis, MD · 220 clientsWealth manager
    Fidelity 65%Schwab 35%
    $281M
  11. 10509
    WMS Advisors, LLCCharlotte, NC · 131 clientsWealth managerHybrid
    Schwab 100%
    $281M
  12. 10510
    Seven Hills Financial, LLCTallahassee, FL · 382 clientsWealth managerHybrid
    Schwab 100%
    $281M
  13. 10513
    Worth AdvisorsCharlotte, NC · 451 clientsWealth manager
    Schwab 89%
    $281M
  14. 10515
    Wilson & Boucher Capital Management, LLC133 clientsWealth manager
    Schwab 100%
    $280M
  15. 10516
    Family FinancialManhattan Beach, CA · 108 clientsWealth manager
    Schwab 100%
    $280M
  16. 10517
    Timberchase Financial, LLCHomewood, AL · 126 clientsWealth manager
    Schwab 100%
    $280M
  17. 10518
    DBS Investment Advisers, LLCBay City, MI · 591 clientsWealth manager
    Fidelity 63%Ascensus Trust 28%
    $280M
  18. 10520
    Farrow Financial IncSouth Burlington, VT · 195 clientsWealth manager
    Schwab 95%
    $280M
  19. 10522
    Rockingstone AdvisorsGreat Barrington, MA · 61 clientsWealth manager
    Schwab 57%Fidelity 43%
    $280M
  20. 10523
    Victus Capital WealthSanta Monica, CA · 188 clientsWealth manager
    Schwab 0%
    $280M
  21. 10526
    Conquis Financial LLCMillbrae, CA · 50 clientsWealth manager
    Schwab 100%
    $280M
  22. 10528
    Paladin Wealth PartnersClive, IA · 102 clientsWealth manager
    Schwab 100%
    $280M
  23. 10529
    Faith Investor ServicesScottsdale, AZ · 254 clientsAsset manager
    Schwab 100%
    $280M
  24. 10530
    Creekside Capital, Inc.Knoxville, TN · 234 clientsWealth manager
    Schwab 100%
    $280M
  25. 10533
    Goldstein Capital Corp.23 clientsPrivate fund adviser
    U.S. Bank 59%Schwab 41%
    $280M
  26. 10538
    Mosley Wealth Management, Inc.Anaheim, CA · 707 clientsWealth manager
    Schwab 100%
    $279M
  27. 10539
    American Financial & Tax Strategies, Inc.New York, NY · 191 clientsWealth manager
    Schwab 100%
    $279M
  28. 10541
    Pathworks Financial, Inc.Novi, MI · 410 clientsWealth managerWrap sponsor
    Fidelity 73%Schwab 27%
    $279M
  29. 10542
    TSW Wealth ManagementFramingham, MA · 132 clientsWealth managerHybrid
    Schwab 89%
    $279M
  30. 10545
    Detterbeck Wealth ManagementPalatine, IL · 165 clientsWealth manager
    Schwab 100%
    $279M
  31. 10552
    Aquilant AdvisorsSt. Louis, MO · 314 clientsWealth managerHybrid
    Schwab 100%
    $279M
  32. 10554
    Millennial WealthFall City, WA · 229 clientsWealth manager
    Schwab 100%
    $279M
  33. 10557
    Vermillion & White Wealth Management GroupPhoenixville, PA · 357 clientsWealth manager
    Schwab 100%
    $279M
  34. 10558
    Verity Wealth Advisors, LLCSausalito, CA · 52 clientsWealth manager
    Schwab 100%
    $279M
  35. 10559
    Wealth Advisors Group, LLCCoralville, IA · 272 clientsWealth manager
    Tiaa-Cref Individual & Institutional Services 59%Schwab 41%
    $278M
  36. 10560
    Fort Henry Capital, LLCWheeling, WV · 476 clientsWealth manager
    Schwab 100%
    $278M
  37. 10561
    Lexington Hill Partners, LLCDallas, TX · 57 clientsWealth manager
    Schwab 70%Fidelity 30%
    $278M
  38. 10563
    Guardian Asset Advisors, LLCMechanicsburg, PA · 1,201 clientsWealth managerHybrid
    Schwab 100%
    $278M
  39. 10565
    Beacon Capital, LLCCedar Rapids, IA · 629 clientsWealth manager
    Schwab 100%
    $278M
  40. 10566
    Beacon Wealth Consultants, Inc.Roanoke, VA · 537 clientsWealth manager
    Schwab 100%
    $278M

RIAs by state