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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. 9104
    Aventura Private Wealth, LLCAventura, FL · 189 clientsWealth manager
    Goldman Sachs 100%
    $375M
  2. 9105
    Strategent Financial, LLCHarrisonburg, VA · 140 clientsWealth manager
    Schwab 100%
    $375M
  3. 9106
    Harrington Investments, Inc.Napa, CA · 115 clientsWealth manager
    Schwab 100%
    $375M
  4. 9107
    Hale Capital Management, LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $375M
  5. 9109
    Bouvel Investment Partners, LLCPhoenixville, PA · 206 clientsWealth manager
    Pershing 100%
    $374M
  6. 9110
    KM Capital Management, LTD.Austin, TX · 42 clientsWealth manager
    Schwab 100%
    $374M
  7. 9111
    The Pitti Group Wealth Management, LLCVictor, NY · 601 clientsWealth managerWrap sponsor
    Wells Fargo 87%
    $374M
  8. 9112
    Comprehensive Wealth Solutions, LLCBoca Raton, FL · 61 clientsWealth manager
    SEI 69%Schwab 31%
    $374M
  9. 9113
    Westward Partners LLCSeattle, WA · 9 clientsPrivate fund adviser
    No custodian reported
    $374M
  10. 9116
    B.A. Roberts Financial Services, Inc.Marquette, MI · 1,344 clientsWealth manager
    Fidelity 100%
    $374M
  11. 9117
    Dorval & Chorne Financial AdvisorsMaple Grove, MN · 663 clientsWealth manager
    Schwab 100%
    $374M
  12. 9118
    Tony Walker FinancialBowling Green, KY · 1,828 clientsWealth manager
    Schwab 100%
    $374M
  13. 9119
    Oak Wealth Advisors LLCNorthbrook, IL · 186 clientsWealth manager
    Schwab 100%
    $374M
  14. 9121
    Torren Management, LLCSan Diego, CA · 8 clientsWealth manager
    Fidelity 100%
    $373M
  15. 9123
    Odyssean, LLC1 clientsAsset manager
    Morgan Stanley 100%
    $373M
  16. 9125
    Kunath Karren Rinne & Atkin LLCSeattle, WA · 66 clientsWealth manager
    No custodian reported
    $373M
  17. 9126
    Hunting Hill Global Capital, LLCNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $373M
  18. 9128
    Cannell Capital LLCAlta, WY · 8 clientsPrivate fund adviser
    Schwab 100%
    $373M
  19. 9131
    Margna Peak Advisors AGZurich, Switzerland · 48 clientsWealth manager
    Bank Julius Baer & Co LTD. 32%Union Bancaire Privee 32%
    $372M
  20. 9132
    Bestige Holdings, LLC12 clientsPrivate fund adviser
    No custodian reported
    $372M
  21. 9134
    Lakeside Drive Management LLCBirmingham, MI · 16 clientsPrivate fund adviser
    No custodian reported
    $372M
  22. 9136
    RPO LLCStamford, CT · 8 clientsWealth manager
    Goldman Sachs 100%
    $372M
  23. 9138
    TVV CapitalNashville, TN · 6 clientsPrivate fund adviser
    No custodian reported
    $372M
  24. 9139
    Pacific Wealth ManagementSan Diego, CA · 209 clientsWealth manager
    Schwab 100%
    $372M
  25. 9141
    Union Strategic AdvisorsBlue Ash, OH · 474 clientsWealth managerWrap sponsor
    Raymond James 100%
    $372M
  26. 9142
    Olistico Wealth, LLCTulsa, OK · 404 clientsWealth managerWrap sponsor
    Pershing 78%Empower Financial Services 22%
    $372M
  27. 9145
    Invicta Financial GroupYuma, AZ · 477 clientsWealth manager
    Pershing 100%
    $371M
  28. 9147
    Orion Capital Management LLCCoronado, CA · 163 clientsWealth manager
    Schwab 100%
    $371M
  29. 9148
    Ravenstone Capital Management Inc.Toronto, Ontario, Canada · 567 clientsAsset manager
    National Bank Independent Network 100%
    $371M
  30. 9149
    Macro Advisors, Inc.York, PA · 683 clientsWealth manager
    Schwab 100%
    $371M
  31. 9150
    Helm Investment Management, LLCDenver, CO · 140 clientsWealth manager
    Schwab 100%
    $371M
  32. 9151
    Fact Capital, L.P.New York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $371M
  33. 9152
    Archer Investment Management254 clientsWealth manager
    Schwab 100%
    $371M
  34. 9153
    Juniper Capital Investment Management, L.P.Houston, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $371M
  35. 9154
    Atala Financial IncCalabasas, CA · 68 clientsWealth manager
    Wells Fargo 100%
    $371M
  36. 9156
    Retirement Planning Specialists, Inc.Ashland, OR · 556 clientsWealth manager
    Schwab 100%
    $371M
  37. 9157
    Donoghue Forlines LLCBoston, MA · 13 clientsAsset manager
    Fidelity 62%Schwab 38%
    $371M
  38. 9158
    Masonry Capital Management, LLCCharlottesville, VA · 54 clientsAsset manager
    FHN Financial Securities 70%
    $370M
  39. 9159
    Rebel Financial, LLCGroveport, OH · 443 clientsWealth manager
    Schwab 75%
    $370M
  40. 9162
    Charbeth Advisory L.L.C.1 clientsAsset manager
    UBS 47%Pershing 28%J.P. Morgan 24%
    $370M

RIAs by state