The RIA database

Name: The RIA database
Creator: Financial ADVSR

Firms we cover Atlas screener Wealth Manager database This month’s movers Custodian profiles RIA 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.

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17,210 firms manage $177.9 trillion

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6081
Moss, Luse & Womble, LLCPlano, TX · 874 clientsWealth manager
Schwab 100%
$803M
6082
Clear Trail Advisors, LLCHouston, TX · 376 clientsWealth manager
Schwab 100%
$803M
6083
Elsewhere Partners, LLCAustin, TX · 11 clientsPrivate fund adviser
No custodian reported
$803M
6084
Opaleye Management Inc.Boston, MA · 2 clientsPrivate fund adviser
No custodian reported
$803M
6085
Hunters Moon Capital LLPLondon, United Kingdom · 6 clientsPrivate fund adviser
Morgan Stanley 100%
$803M
6086
Hunters Moon Capital (US) LPNew York, NY · 6 clientsPrivate fund adviser
Morgan Stanley 100%
$803M
6087
Poetic Group LLCHackensack, NJ · 6 clientsPrivate fund adviser
U.S. Bank 70%J.P. Morgan 30%
$803M
6088
The L. Warner Companies, IncTimonium, MD · 465 clientsWealth managerHybrid
Schwab 100%
$802M
6089
Solstein Capital, LLCMenlo Park, CA · 30 clientsAsset manager
Schwab 30%State Street 27%UBS 24%
$802M
6090
Kain CapitalNew York, NY · 20 clientsPrivate fund adviser
No custodian reported
$802M
6091
Compass Group Equity PartnersSt. Louis, MO · 7 clientsPrivate fund adviser
No custodian reported
$801M
6092
PSI Advisors, LLCTampa, FL · 1,745 clientsWealth managerWrap sponsorHybrid
LPL Financial 100%
$801M
6093
Fintech Collective Management LLCNew York, NY · 15 clientsPrivate fund adviser
No custodian reported
$801M
6094
Kuhn Advisors, Inc.Durham, NC · 256 clientsWealth manager
Schwab 88%
$801M
6095
Compton Wealth Advisory Group, LLCVirginia Beach, VA · 232 clientsWealth manager
Schwab 100%
$800M
6096
Laffer Tengler Investments, Inc.Nashville, TN · 276 clientsWealth managerWrap sponsor
Pershing 88%
$800M
6097
Creekmur Asset Management, LLCMorton, IL · 1,902 clientsWealth managerWrap sponsor
Schwab 71%Fidelity 29%
$800M
6098
Financial Focus LLCCarlsbad, CA · 584 clientsWealth managerHybrid
Schwab 59%Assetmark Trust 41%
$800M
6099
Veracity Capital LLCAtlanta, GA · 362 clientsWealth manager
Fidelity 100%
$800M
6100
Corgi Strategies, LLCChicago, IL · 206 clientsAsset managerHybridAnos Capital, L.L.C.
No custodian reported
$799M
6101
Harris Preston & Partners, LLCAustin, TX · 109 clientsPrivate fund adviser
No custodian reported
$799M
6102
Park Lane Advisors, LLCBirmingham, AL · 8 clientsAsset manager
Regions Bank 41%Columbia Bank DBA Columbia Private Trust Custodian FBO 33%Fidelity 26%
$799M
6103
Relevant Wealth Advisors, LLCMill Valley, CA · 67 clientsAsset manager
Schwab 0%
$799M
6104
ICR PartnersNashvillle, TN · 9 clientsAsset manager
No custodian reported
$799M
6105
Carolina Wealth Management, Inc.Greenville, NC · 646 clientsWealth manager
Schwab 100%
$798M
6106
Quantum Capital Advisors, LLC1 clientsAsset manager
UMB Financial Services 59%Schwab 41%
$798M
6107
McNamara Financial Services, Inc.Marshfield, MA · 934 clientsWealth manager
Schwab 100%
$798M
6108
Proffitt & Goodson Inc.Knoxville, TN · 299 clientsWealth manager
Schwab 100%
$798M
6109
Clariti Wealth AdvisorsWilmington, DE · 263 clientsWealth manager
Fidelity 100%
$798M
6110
Folger Nolan Fleming Douglas IncorporatedWashington, DC · 262 clientsBroker-dealer firmHybrid
Pershing 100%
$797M
6111
Parisi Gray Wealth Management, LLCMendham, NJ · 203 clientsWealth managerHybrid
Pershing 100%
$796M
6112
Westwind CapitalLas Cruces, NM · 1,131 clientsWealth manager
Schwab 100%
$796M
6113
337 Frontier Capital, LPNew York, NY · 6 clientsPrivate fund adviser
BNY 53%State Street 47%
$795M
6114
Brady Martz Wealth Solutions, LLCGrand Forks, ND · 448 clientsWealth manager
Schwab 100%
$795M
6115
McRae Capital Management Inc.Morristown, NJ · 820 clientsWealth manager
Fidelity 100%
$795M
6116
Q3 Asset Management CorporationBirmingham, MI · 2,926 clientsAsset manager
Axos 100%
$795M
6117
Hurlow Wealth Management Group, Inc.Bloomington, IN · 538 clientsWealth manager
Schwab 100%
$794M
6118
BHK Investment AdvisorsBirmingham, AL · 328 clientsWealth managerHybridBHK Securities, LLC
Schwab 50%Wells Fargo 50%
$794M
6119
Fortress Wealth PlanningJacksonville Beach, FL · 161 clientsWealth managerWrap sponsor
Fidelity 100%
$794M
6120
Friends & Family Capital Management, LLCMenlo Park, CA · 17 clientsPrivate fund adviser
No custodian reported
$794M

The RIA database

RIAs by state

The RIA database

RIAs by state