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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. 11253
    True Measure Wealth ManagementOmaha, NE · 105 clientsWealth manager
    SEI 98%
    $242M
  2. 11255
    Wealth Management CorporationTallahassee, FL · 1,641 clientsWealth managerHybrid
    Schwab 100%
    $242M
  3. 11262
    Bland Garvey Wealth Advisors, LLCRichardson, TX · 122 clientsWealth manager
    Schwab 100%
    $241M
  4. 11264
    Capstone RIABellingham, WA · 262 clientsWealth manager
    Schwab 100%
    $241M
  5. 11267
    Barnstone Advisors LLCPhoenixville, PA · 90 clientsWealth manager
    Schwab 100%
    $241M
  6. 11269
    CFG RetirementEdina, MN · 541 clientsWealth manager
    Fidelity Distributors Company 64%
    $241M
  7. 11274
    Carolina Financial Advisors, Inc.Greensboro, NC · 474 clientsWealth manager
    Fidelity 51%Schwab 49%
    $241M
  8. 11276
    The Kieckhefer GroupMequon, WI · 61 clientsWealth manager
    Schwab 100%
    $241M
  9. 11280
    Barker Wealth Management, LLCCamas, WA · 70 clientsWealth manager
    Schwab 100%
    $241M
  10. 11281
    Christine Messmer, P.C.Collegeville, PA · 206 clientsWealth manager
    Schwab 100%
    $241M
  11. 11283
    Kane Investment Management, Inc.Los Gatos, CA · 191 clientsWealth manager
    Schwab 100%
    $241M
  12. 11284
    Eads & Heald Wealth ManagementAtlanta, GA · 229 clientsWealth managerWrap sponsor
    Schwab 63%Morgan Stanley 23%
    $240M
  13. 11287
    Storehouse Financial LLCFort Worth, TX · 1,346 clientsWealth manager
    Axos 82%
    $240M
  14. 11288
    Keystone Financial Services, LLCOmaha, NE · 1,043 clientsWealth managerHybrid
    Schwab 100%
    $240M
  15. 11289
    Delta Capital Management LLCRed Bank, NJ · 41 clientsAsset manager
    Wells Fargo 67%Schwab 33%
    $240M
  16. 11290
    Lumina Wealth Management, LLCWilmington, NC · 181 clientsWealth manager
    Schwab 90%
    $240M
  17. 11294
    Kaiyo Wealth LLCSan Diego, CA · 86 clientsWealth manager
    Fidelity 52%Schwab 48%
    $240M
  18. 11296
    True Wealth Advisory GroupMiami, FL · 102 clientsAsset managerHybrid
    Schwab 100%
    $240M
  19. 11297
    Lane Brothers Investment CounselPrescott, AZ · 342 clientsWealth manager
    Schwab 100%
    $240M
  20. 11300
    ForefrontAustin, TX · 572 clientsWealth managerHybrid
    Schwab 100%
    $240M
  21. 11302
    Brewster Financial Planning LLCBrooklyn, NY · 119 clientsWealth manager
    Schwab 100%
    $240M
  22. 11307
    Trivant Custom Portfolio Group LLCSan Diego, CA · 196 clientsWealth manager
    Schwab 100%
    $239M
  23. 11311
    Brian LOW Financial Group, LLCBaton Rouge, LA · 874 clientsWealth managerWrap sponsor
    Schwab 100%
    $239M
  24. 11315
    Driven Investments LLC1,192 clientsWealth manager
    Schwab 100%
    $239M
  25. 11323
    Orcam Financial Group, LLC120 clientsWealth manager
    Schwab 100%
    $239M
  26. 11326
    Investors Portfolio Services LLCPuyallup, WA · 292 clientsWealth manager
    Schwab 94%
    $239M
  27. 11327
    Mosaic Wealth Management, L.L.C.75 clientsWealth manager
    Schwab 100%
    $239M
  28. 11329
    CPR Investments IncRochester, MI · 1,172 clientsWealth managerHybrid
    Axos 87%
    $239M
  29. 11334
    Prossimo Advisors LLCSan Luis Obispo, CA · 26 clientsWealth managerWrap sponsor
    Schwab 100%
    $239M
  30. 11335
    Smith BruerTallahassee, FL · 270 clientsWealth manager
    Schwab 73%
    $238M
  31. 11337
    Goalfusion Wealth Management302 clientsWealth manager
    Schwab 100%
    $238M
  32. 11338
    R.H. Investment Group, LLCScottsdale, AZ · 35 clientsWealth manager
    Schwab 100%
    $238M
  33. 11339
    Jm2 Capital Inc.Edmond, OK · 70 clientsWealth manager
    Schwab 100%
    $238M
  34. 11340
    Acute Investment AdvisoryMesa, AZ · 787 clientsWealth manager
    Schwab 100%
    $238M
  35. 11344
    Sequoia Wealth Management Group90 clientsWealth manager
    Raymond James 100%
    $238M
  36. 11347
    Goldenstone Wealth ManagementEl Dorado Hills, CA · 77 clientsWealth manager
    Schwab 100%
    $238M
  37. 11348
    Sector Analysts LLCAllentown, PA · 677 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $238M
  38. 11355
    Quest 10 Wealth Builders, Inc.Fuquay-Varina, NC · 503 clientsWealth manager
    Fidelity 89%
    $238M
  39. 11356
    Fortune 45, LLC.Gonzales, LA · 653 clientsWealth manager
    Schwab 100%
    $238M
  40. 11358
    Lighthouse Wealth Management, Inc.Ashland, OH · 384 clientsWealth manager
    Schwab 100%
    $238M

RIAs by state