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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. 11359
    Carlsbad Wealth Advisory Group, Inc.Carlsbad, CA · 248 clientsWealth manager
    Schwab 100%
    $238M
  2. 11365
    Redemption CapitalMidland, TX · 99 clientsWealth manager
    Schwab 100%
    $237M
  3. 11366
    Centennial Advisors, LLCAustin, TX · 468 clientsWealth managerWrap sponsor
    Fidelity 69%Schwab 31%
    $237M
  4. 11367
    North American Wealth Advisors Inc.Jordan, MN · 67 clientsAsset managerHybrid
    State Street 52%Newport Trust Co 25%Schwab 23%
    $237M
  5. 11368
    Awaken Wealth Partners LLCHouston, TX · 417 clientsWealth managerWrap sponsor
    Fidelity 89%
    $237M
  6. 11369
    Pento Portfolio Strategies, LLCNaples, FL · 874 clientsWealth manager
    Schwab 100%
    $237M
  7. 11370
    Elderado Financial, IncMontrose, CO · 413 clientsWealth manager
    Schwab 100%
    $237M
  8. 11372
    Fort Vancouver Investment Management, LLCVancouver, WA · 194 clientsWealth manager
    Schwab 100%
    $237M
  9. 11375
    Minerva Planning GroupDecatur, GA · 122 clientsWealth manager
    Schwab 100%
    $237M
  10. 11376
    A3 Capital AdvisorsHouston, TX · 26 clientsWealth manager
    Schwab 100%
    $237M
  11. 11380
    Nvest Wealth Strategies, Inc.Powell, OH · 187 clientsWealth manager
    Schwab 100%
    $237M
  12. 11381
    Fireside Capital AdvisorsDallas, TX · 140 clientsWealth manager
    Schwab 100%
    $237M
  13. 11382
    Level Wealth Management LLCGreensboro, NC · 94 clientsWealth manager
    Schwab 100%
    $237M
  14. 11385
    Castle Wealth PlanningSanta Barbara, CA · 111 clientsWealth manager
    Schwab 100%
    $236M
  15. 11386
    Lanier Financial Group LLCAthens, GA · 240 clientsWealth managerPublic-company owned
    Schwab 89%
    $236M
  16. 11390
    R2 Wealth Management PartnersLincoln, NE · 430 clientsWealth manager
    Schwab 100%
    $236M
  17. 11391
    Arlington Wealth ManagementArlington Heights, IL · 226 clientsWealth manager
    Schwab 100%
    $236M
  18. 11392
    Heritage Financial Counselors, LLCBedminster, NJ · 143 clientsWealth manager
    Schwab 100%
    $236M
  19. 11393
    Bamboo Wealth StrategiesSan Diego, CA · 229 clientsWealth manager
    Schwab 100%
    $236M
  20. 11395
    Crown Oak Advisors54 clientsWealth manager
    Schwab 77%Fidelity Distributors Company 23%
    $236M
  21. 11398
    Birch Capital Management, LLC35 clientsWealth manager
    Schwab 100%
    $235M
  22. 11400
    Portland Private Wealth Management, Inc.Portland, OR · 455 clientsWealth manager
    Schwab 100%
    $235M
  23. 11401
    Crew Capital Management, LTD.Cincinnati, OH · 203 clientsWealth managerHybrid
    Schwab 100%
    $235M
  24. 11402
    Hutchinson & Ziegler Financial Advisors, Inc.San Rafael, CA · 62 clientsWealth manager
    Schwab 100%
    $235M
  25. 11404
    Spectrum Financial ResourcesTroy, MI · 723 clientsWealth managerHybrid
    Pershing 73%Schwab 27%
    $235M
  26. 11405
    PromethiumBethesda, MD · 287 clientsWealth managerWrap sponsor
    Schwab 73%Fidelity 27%
    $235M
  27. 11407
    Big Sioux Wealth ManagementWatertown, SD · 868 clientsWealth managerBank-affiliatedHybrid
    Schwab 100%
    $235M
  28. 11409
    Lind Capital PartnersEvanston, IL · 79 clientsWealth manager
    Schwab 58%Fidelity 42%
    $235M
  29. 11411
    Horizon Wealth Advisors582 clientsWealth managerHybrid
    Schwab 100%
    $235M
  30. 11412
    Kingsman Wealth Management Inc.Pensacola, FL · 216 clientsWealth manager
    Schwab 100%
    $235M
  31. 11414
    Camelotta AdvisorsSan Francisco, CA · 61 clientsWealth manager
    Fidelity 88%
    $235M
  32. 11415
    Altura Wealth AdvisorsVirginia Beach, VA · 261 clientsWealth manager
    Schwab 100%
    $235M
  33. 11416
    Partnership Wealth ManagementTowson, MD · 139 clientsWealth managerWrap sponsor
    Schwab 100%
    $235M
  34. 11417
    Sustainable Advisors Alliance LLCTulsa, OK · 559 clientsWealth manager
    Schwab 71%
    $235M
  35. 11418
    Tevis Investment Management, LLCPlano, TX · 431 clientsWealth manager
    Schwab 100%
    $235M
  36. 11420
    Peak Investment Advisors, Inc.Colorado Springs, CO · 40 clientsWealth manager
    Schwab 100%
    $235M
  37. 11421
    Plan TO Prosper Wealth ManagementOrmond Beach, FL · 418 clientsWealth manager
    Schwab 100%
    $234M
  38. 11423
    Equanimity Financial PartnersPasadena, CA · 665 clientsWealth manager
    Schwab 100%
    $234M
  39. 11425
    Belleair Asset Management, LLCBelleair Bluffs, FL · 125 clientsWealth manager
    Schwab 100%
    $234M
  40. 11430
    Bonfire Financial, LLCColorado Springs, CO · 278 clientsWealth manager
    Schwab 100%
    $234M

RIAs by state