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Est. 2026The front page of wealth managementNew York

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FP Wells Fargo raises hurdle for higher advisor payouts for first time in 5 yearsWM Schwab Survey: RIAs Are Shifting Growth Focus Beyond AUM to New Clients, ReferralsIN AI operating system race heats up as Nevis raises $70 millionFP When should RIAs hand clients to next-generation advisors?IN Taxes, alts, in the education spotlight at Schwab IMPACTIN Ameriprise’s Cracchiolo: There’s no retention program hereIN Schwab tells RIAs its wealth arm isn’t 'competing for new business'WM LPL-Affiliated Firm Sues Former Advisor, Cetera for Soliciting Clients, Stealing DataIN Vestmark, Allspring team up on advisor-built model portfoliosIN A successful AI workforce isn’t about agents, says Humanity Labs CEO
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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. 10658
    E. A. Horwitz LLCDeerfield, IL · 369 clientsWealth managerWrap sponsorHybrid
    Fidelity 78%
    $273M
  2. 10659
    Nolet Wealth Management, LLCFort Worth, TX · 3 clientsWealth manager
    Schwab 100%
    $273M
  3. 10662
    Mendel Capital Management, LLCLittle Rock, AR · 170 clientsWealth manager
    Schwab 100%
    $272M
  4. 10664
    46 Peaks Investment Advisory GroupNewtown, PA · 135 clientsWealth manager
    Schwab 100%
    $272M
  5. 10665
    FirstmetricTroy, MI · 48 clientsWealth manager
    Schwab 98%
    $272M
  6. 10666
    Magnolia Private Wealth, LLCPhiladelphia, PA · 176 clientsWealth manager
    Schwab 53%Fidelity 47%
    $272M
  7. 10670
    Client First Investment Management LLCWest Bend, WI · 608 clientsAsset manager
    Schwab 55%U.S. Bank 45%
    $272M
  8. 10671
    Bull Street AdvisorsSavannah, GA · 109 clientsWealth manager
    Schwab 55%
    $272M
  9. 10673
    Invest Capital PartnersSpringboro, OH · 661 clientsWealth manager
    Raymond James 61%Schwab 39%
    $272M
  10. 10676
    Generational Private Wealth41 clientsWealth manager
    Schwab 100%
    $272M
  11. 10677
    Alliance FinancialWyomissing, PA · 656 clientsWealth managerWrap sponsorHybrid
    LPL Financial 95%
    $272M
  12. 10678
    Tailored Wealth SolutionsSaratoga Springs, NY · 253 clientsWealth manager
    Schwab 100%
    $272M
  13. 10681
    Rahlfs Capital, LLC15 clientsWealth manager
    Bank of Texas, N.A. Private Wealth Trust Group 56%Schwab 44%
    $272M
  14. 10682
    SK Advisor Network, LLCPlano, TX · 185 clientsWealth managerWrap sponsor
    Schwab 75%Fidelity 25%
    $272M
  15. 10684
    Eastgate Capital Advisors LLCWinnetka, IL · 55 clientsWealth manager
    Schwab 100%
    $271M
  16. 10686
    Round Hill Asset Management IncPasadena, CA · 186 clientsWealth manager
    Schwab 100%
    $271M
  17. 10692
    Councilmark Asset Management, LLCKnoxville, TN · 28 clientsWealth manager
    Schwab 100%
    $271M
  18. 10693
    CBG & Company, Inc.Fishers, IN · 211 clientsWealth manager
    Schwab 79%
    $271M
  19. 10695
    Daus Financial Group, LLCKalamazoo, MI · 327 clientsWealth manager
    Schwab 100%
    $271M
  20. 10697
    PAN Global Advisers, LLCNewport Beach, CA · 20 clientsAsset manager
    Schwab 100%
    $270M
  21. 10698
    Financial FuturesBrielle, NJ · 206 clientsWealth manager
    Schwab 100%
    $270M
  22. 10700
    Prota FinancialHouston, TX · 673 clientsWealth manager
    Schwab 100%
    $270M
  23. 10703
    Sage Financial Advisors Inc.Scottsdale, AZ · 115 clientsWealth manager
    Schwab 100%
    $270M
  24. 10708
    Evart, Young & Hobbs Investment ManagementRedwood City, CA · 240 clientsWealth manager
    Schwab 100%
    $270M
  25. 10710
    Ervin Investment Management98 clientsWealth manager
    Schwab 100%
    $270M
  26. 10711
    Alpha Zero LLCBoca Raton, FL · 422 clientsWealth managerHybrid
    Schwab 100%
    $270M
  27. 10713
    Hawke Financial GroupMeridian, ID · 571 clientsWealth managerHybrid
    Schwab 100%
    $270M
  28. 10714
    Wallace Advisory Group, LLCLafayette, CA · 87 clientsWealth managerHybrid
    Schwab 100%
    $269M
  29. 10715
    Mader & Shannon Wealth ManagementKansas City, MO · 375 clientsWealth managerHybrid
    Schwab 100%
    $269M
  30. 10717
    Atlas Fiduciary Services, Inc.Concord, NH · 132 clientsAsset managerHybrid
    Bpas 54%Transamerica Capital 30%
    $269M
  31. 10718
    Prosperity Wealth Planning LLCIrvine, CA · 173 clientsWealth manager
    Schwab 100%
    $269M
  32. 10721
    Capitol Financial Consultants, Inc.McLean, VA · 107 clientsWealth managerWrap sponsor
    Schwab 100%
    $269M
  33. 10722
    LAS Olas Capital Wealth LLCFort Lauderdale, FL · 47 clientsAsset managerHybridLAS Olas Capital Partners, LLC
    Schwab 58%UMB Financial Services 42%
    $269M
  34. 10727
    Schear Investment Advisers, LLCCincinnati, OH · 92 clientsWealth manager
    Schwab 100%
    $269M
  35. 10728
    Peak Financial AdvisorsDenver, CO · 122 clientsWealth manager
    Schwab 100%
    $269M
  36. 10729
    Stonebridge Capital Management IncLos Angeles, CA · 212 clientsWealth manager
    Schwab 100%
    $269M
  37. 10731
    Byrne Asset Management, LLCKingston, NJ · 168 clientsWealth manager
    Schwab 100%
    $269M
  38. 10733
    Andrews Advisory Associates, LLCHonolulu, HI · 263 clientsWealth manager
    Schwab 88%
    $269M
  39. 10736
    Athos Private Wealth LLCHolladay, UT · 146 clientsWealth manager
    Schwab 100%
    $268M
  40. 10737
    Astra Wealth PartnersJersey City, NJ · 138 clientsWealth manager
    Schwab 100%
    $268M

RIAs by state