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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

12,831 firms manage $34.5 trillionno broker-dealer ties

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. 6768
    Arbor Wealth Advisors LLCTroy, MI · 66 clientsWealth manager
    Fidelity 87%
    $658M
  2. 6769
    Optima Asset Management IncDallas, TX · 111 clientsWealth manager
    Schwab 100%
    $657M
  3. 6770
    Spectrum Asset Management IncNewport Beach, CA · 315 clientsWealth manager
    Schwab 100%
    $657M
  4. 6772
    Innovative Wealth Building LLCCalifornia, MD · 1,770 clientsWealth managerWrap sponsor
    Schwab 100%
    $657M
  5. 6773
    Wela Financial AdvisorySan Antonio, TX · 446 clientsWealth manager
    Schwab 100%
    $657M
  6. 6774
    Thrive Capital Management, LLCFort Washington, PA · 786 clientsWealth manager
    Schwab 100%
    $657M
  7. 6775
    M37 Management LPMenlo Park, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $656M
  8. 6777
    Warren Street Wealth Advisors, LLCIrvine, CA · 461 clientsWealth manager
    Fidelity 88%
    $656M
  9. 6778
    Old Glory Asset Management LLCMalvern, PA · 21 clientsAsset manager
    First Hawaiian Bank 32%U.S. Bank 29%Amalgamated Bank 26%
    $656M
  10. 6779
    BMB Advisers LLCLos Angeles, CA · 34 clientsWealth manager
    Fidelity 67%
    $656M
  11. 6780
    Rock Point Advisors, LLCBurlington, VT · 243 clientsWealth manager
    Schwab 88%
    $656M
  12. 6781
    McGowan & Co LLPBryn Mawr, PA · 240 clientsWealth manager
    Schwab 100%
    $656M
  13. 6782
    RBO & Co, LLCSt. Helena, CA · 112 clientsWealth manager
    Pershing 100%
    $655M
  14. 6783
    Milestone Financial Associates, LLCMacungie, PA · 645 clientsWealth managerWrap sponsor
    Schwab 100%
    $654M
  15. 6784
    Cornell Pochily Investment Advisors, Inc.Ithaca, NY · 555 clientsWealth manager
    Fidelity 100%
    $654M
  16. 6785
    PW Nova Financial Services LLCNewtown, PA · 733 clientsWealth managerWrap sponsor
    TradePMR / Robinhood 55%Schwab 45%
    $654M
  17. 6786
    Eagle Wealth StrategiesMullica Hill, NJ · 654 clientsWealth manager
    Raymond James 100%
    $654M
  18. 6789
    Rings Capital Management LLCChicago, IL · 3 clientsPrivate fund adviser
    No custodian reported
    $653M
  19. 6790
    Collegiate Capital Management, Inc.Raleigh, NC · 446 clientsWealth managerWrap sponsor
    Schwab 82%
    $653M
  20. 6791
    Westover Capital Advisors, LLCWilmington, DE · 267 clientsWealth manager
    Schwab 100%
    $653M
  21. 6792
    Palisade Investments, LLCZephyr Cove, NV · 668 clientsWealth manager
    Schwab 61%
    $653M
  22. 6793
    Early McClintic & McMillan, LLCStafford, TX · 655 clientsWealth manager
    Raymond James 100%
    $652M
  23. 6794
    BKM Wealth ManagementBrookfield, WI · 608 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $652M
  24. 6795
    Australis Partners (advisers) LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $652M
  25. 6796
    Proprietary Capital, LLCDenver, CO · 36 clientsPrivate fund adviser
    Schwab 100%
    $652M
  26. 6797
    OCO Capital Partners LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $652M
  27. 6798
    Weber Asset Management, Inc.Lake Success, NY · 405 clientsWealth manager
    Fidelity 100%
    $652M
  28. 6800
    Advanced Asset Management Advisors, Inc.Dublin, OH · 309 clientsAsset manager
    U.S. Bank 75%Fidelity 25%
    $651M
  29. 6801
    Summit Creek AdvisorsMinneapolis, MN · 27 clientsAsset manager
    BNY 100%
    $651M
  30. 6804
    Sheridan Production Partners Manager III, LLCHouston, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $650M
  31. 6805
    Bridgecreek Financial GroupTulsa, OK · 47 clientsWealth manager
    Schwab 100%
    $650M
  32. 6806
    Rosecliff Venture Management, LLCNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $650M
  33. 6807
    JRM Investment Counsel.75 clientsAsset manager
    Schwab 100%
    $649M
  34. 6809
    Essex LLCDeer Park, IL · 608 clientsWealth manager
    Schwab 100%
    $649M
  35. 6811
    Dale K. Ehrhart, Inc.Venice, FL · 139 clientsWealth manager
    Schwab 70%Fidelity 30%
    $649M
  36. 6812
    Monument Wealth ManagementAlexandria, VA · 239 clientsWealth manager
    Schwab 100%
    $648M
  37. 6813
    Reap Financial Group, LLCAustin, TX · 1,284 clientsWealth manager
    Fidelity 100%
    $648M
  38. 6814
    Family Office Research, LLCBethesda, MD · 133 clientsWealth manager
    Fidelity 100%
    $648M
  39. 6815
    5c Capital Management, LLCWoodcliff Lake, NJ · 552 clientsWealth manager
    Schwab 85%
    $648M
  40. 6816
    Powell Investment Advisors, LLCMiami, FL · 61 clientsWealth manager
    Schwab 100%
    $648M

RIAs by state