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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. 10738
    Sage Investment Advisers LLCWappingers Falls, NY · 307 clientsWealth managerWrap sponsor
    Schwab 100%
    $268M
  2. 10742
    BPM Wealth Advisors, LLCSan Francisco, CA · 59 clientsAsset managerHybrid
    Fidelity 69%Schwab 31%
    $268M
  3. 10745
    Viewpoint Capital ManagementSeattle, WA · 125 clientsWealth manager
    Schwab 100%
    $268M
  4. 10749
    Riverplace Capital Management IncJacksonville, FL · 165 clientsWealth manager
    Schwab 100%
    $267M
  5. 10750
    Matriarch Wealth Management, LLC71 clientsWealth manager
    Schwab 100%
    $267M
  6. 10751
    Retirementadvice | JKAAnaheim, CA · 256 clientsWealth manager
    Schwab 100%
    $267M
  7. 10752
    LAS Olas Capital Advisors, LLCFort Lauderdale, FL · 7 clientsPrivate fund adviserHybridLAS Olas Capital Partners, LLC
    Schwab 100%
    $267M
  8. 10753
    C.m.bidwell & Associates LTD165 clientsWealth manager
    Schwab 75%First Hawaiian Bank 25%
    $267M
  9. 10754
    Arsenal Capital Advisors LLCConshohocken, PA · 97 clientsWealth manager
    Schwab 90%
    $267M
  10. 10757
    Lionhunter Capital Management LLCNew York, NYWealth manager
    Schwab 100%
    $267M
  11. 10761
    Woodside Wealth ManagementSudbury, MA · 110 clientsWealth manager
    Schwab 100%
    $267M
  12. 10765
    Wisniewski Wealth ManagementDallas, TX · 273 clientsWealth manager
    Schwab 100%
    $266M
  13. 10768
    Garnett Advisors, LLCDenton, TX · 7 clientsAsset manager
    Frost Brokerage Services 61%
    $266M
  14. 10770
    Cerda Munoz Advisors, IncWhittier, CA · 675 clientsWealth manager
    Schwab 100%
    $266M
  15. 10773
    Thinagee Investments Inc.Bethesda, MD · 40 clientsWealth manager
    SEI 51%Schwab 49%
    $265M
  16. 10775
    Spraker West Wealth Management, IncWinter Park, FL · 144 clientsWealth manager
    Schwab 100%
    $265M
  17. 10777
    Demeter Tactical Investments Corp.Prospect, KY · 396 clientsWealth manager
    Schwab 100%
    $265M
  18. 10779
    The Dala Group, LLCHoffman Estates, IL · 262 clientsWealth managerWrap sponsor
    Schwab 100%
    $265M
  19. 10780
    Gordian Advisors, LLCTucson, AZ · 103 clientsWealth manager
    Schwab 100%
    $265M
  20. 10781
    Echelon GroupBoise, ID · 115 clientsAsset managerHybrid
    Schwab 100%
    $265M
  21. 10782
    Cornerstone AdvisorsTopeka, KS · 470 clientsWealth manager
    Schwab 100%
    $265M
  22. 10783
    Bright Wealth Management, LLCLewisville, TX · 180 clientsWealth manager
    Schwab 100%
    $265M
  23. 10788
    Evergreen Private WealthGreenwood Village, CO · 170 clientsWealth managerWrap sponsor
    Fidelity 99%
    $265M
  24. 10789
    Birch Financial GroupKeene, NH · 192 clientsWealth manager
    Altruist 90%
    $265M
  25. 10790
    Vantage Wealth PlanningReno, NV · 406 clientsWealth manager
    Schwab 100%
    $265M
  26. 10793
    Imperium Wealth Management, LLCSan Antonio, TX · 186 clientsWealth managerWrap sponsor
    Schwab 100%
    $265M
  27. 10794
    Wyze Wealth Advisors, LLCCanonsburg, PA · 138 clientsWealth manager
    Schwab 100%
    $265M
  28. 10795
    Fuller Investment Management CompanyPasadena, CA · 73 clientsPrivate fund adviser
    Schwab 100%
    $264M
  29. 10798
    ROI FinancialBeaverton, OR · 283 clientsWealth manager
    Schwab 100%
    $264M
  30. 10799
    Optimus Capital Advisors, LLCCoppell, TX · 194 clientsWealth manager
    Schwab 100%
    $264M
  31. 10805
    Welch Investment Group, LLCGrants Pass, OR · 405 clientsWealth manager
    Schwab 100%
    $264M
  32. 10806
    Bankplus Wealth AdvisorsJackson, MS · 645 clientsWealth managerBank-affiliatedHybrid
    Schwab 100%
    $264M
  33. 10808
    Myecfo187 clientsWealth manager
    Schwab 100%
    $263M
  34. 10809
    Chokshi & Queen Wealth AdvisorsSan Diego, CA · 682 clientsWealth manager
    Schwab 100%
    $263M
  35. 10810
    Harmony Point Wealth Advisors, Inc.Irvine, CA · 272 clientsWealth managerHybrid
    Assetmark 96%
    $263M
  36. 10812
    Gallagher Capital Advisors, LLC302 clientsWealth manager
    Schwab 100%
    $263M
  37. 10818
    Nerdwallet Wealth Partners, LLCNew York, NY · 694 clientsWealth managerPublic-company owned
    Schwab 100%
    $263M
  38. 10820
    Semus Wealth Partners, LLCBoca Raton, FL · 147 clientsWealth managerWrap sponsor
    Schwab 100%
    $263M
  39. 10822
    Newport Wealth Advisors, Inc.Newport Beach, CA · 1,193 clientsBroker-dealer firmHybrid
    Schwab 100%
    $263M
  40. 10823
    Tamalpais Asset ManagementLarkspur, CA · 264 clientsWealth managerHybrid
    Schwab 100%
    $263M

RIAs by state